droblo
Administrator
Miremos el resultado de los principales datos aparecidos esta semana:
Succinct Summations for the week ending December 7th, 2018
Positives:
1. Federal Reserve sees Labor and Housing data as soft — indicates slower rate hike cycle;
2. Non-farm payrolls rose 155k in November, meeting the low side of expectations;
3. Unemployment rate remains unchanged at 3.7%.
4. MBA mortgage applications rose a seasonally adjusted 1.0% w/o/w
5. Non-farm productivity rose 2.3% q/o/q, meeting expectations.
6. ISM manufacturing index rose 1.6 in November from 57.7 to 59.3; ISM non-manufacturing index rose 0.4% m/o/m, from 60.3 to 60.7.
Negatives:
1. POTUS Tweets about a China deal turn out to be bullshit; market loses faith in POTUS;
2. Major Indices (S&P -4.6%; Nasdaq -4.9%; Dow -4.5%) suffer worst week since March;
3. International trade deficit deepened to -55.5B in November, 500M deeper than expected.
4. Layoffs came in at 53,073 for November for 3rd straight month of elevated layoffs.
5. Factory orders fell 2.1% m/o/m, down from previous 0.7% rise. Construction spending fell 0.1% m/o/m, missing the expected 0.3% increase.
6. PMI manufacturing index fell 0.4% in November from 55.7 to 55.3; PMI services index fell 0.1% m/o/m from 54.8 to 54.7.
Con todo, es apenas un 9% por debajo de máximos históricos, nada que ver con las bolsa española o la china por ejemplo-
En resumen, nos quedamos sin tiempo y cada vez será más difícil maquillar este pésimo 2018 ya que, como se puede apreciar aquí, hasta el 90% de todas las clases de activos están en rentabilidad negativa en el año (según estos datos recopilados por Deutsche Bank es el récord absoluto desde el año 1901).
Succinct Summations for the week ending December 7th, 2018
Positives:
1. Federal Reserve sees Labor and Housing data as soft — indicates slower rate hike cycle;
2. Non-farm payrolls rose 155k in November, meeting the low side of expectations;
3. Unemployment rate remains unchanged at 3.7%.
4. MBA mortgage applications rose a seasonally adjusted 1.0% w/o/w
5. Non-farm productivity rose 2.3% q/o/q, meeting expectations.
6. ISM manufacturing index rose 1.6 in November from 57.7 to 59.3; ISM non-manufacturing index rose 0.4% m/o/m, from 60.3 to 60.7.
Negatives:
1. POTUS Tweets about a China deal turn out to be bullshit; market loses faith in POTUS;
2. Major Indices (S&P -4.6%; Nasdaq -4.9%; Dow -4.5%) suffer worst week since March;
3. International trade deficit deepened to -55.5B in November, 500M deeper than expected.
4. Layoffs came in at 53,073 for November for 3rd straight month of elevated layoffs.
5. Factory orders fell 2.1% m/o/m, down from previous 0.7% rise. Construction spending fell 0.1% m/o/m, missing the expected 0.3% increase.
6. PMI manufacturing index fell 0.4% in November from 55.7 to 55.3; PMI services index fell 0.1% m/o/m from 54.8 to 54.7.
Con todo, es apenas un 9% por debajo de máximos históricos, nada que ver con las bolsa española o la china por ejemplo-
En resumen, nos quedamos sin tiempo y cada vez será más difícil maquillar este pésimo 2018 ya que, como se puede apreciar aquí, hasta el 90% de todas las clases de activos están en rentabilidad negativa en el año (según estos datos recopilados por Deutsche Bank es el récord absoluto desde el año 1901).