Diver

小小高开？？如果是，空，多半会被补掉。。

今天上午没空。。。各位邻居玩好。。。不要影响工作
cellphone 发表于 2012-8-29 09:06

   

辛苦你了,老大.

Diver

大盘平开, 现在牛牛蹦跶完了, 累了! 该趴下了.

Diver

GDP数据不坏:

Released On 8/29/2012 8:30:00 AM For Q2p:2012  
Prior Consensus Consensus Range Actual
Real GDP - Q/Q change - SAAR 1.5 % 1.7 % 1.4 % to 2.0 % 1.7 %
GDP price index - Q/Q change - SAAR 1.6 % 1.6 % 1.5 % to 1.7 % 1.6 %


Highlights
Expectations were for a modest upgrade to second quarter GDP growth and that is what the markets got. Real GDP growth was revised up to 1.7 percent annualized, compared to an initial estimate of 1.5 percent and to 2.0 percent in the first quarter. The second estimate matched analysts' projection for 1.7 percent.

The mix of component revisions was mostly favorable. The upward revision was due to higher estimates for personal consumption, nonresidential structures, and exports. Also, import growth was revised down and government purchases fell less than previously estimated. Pulling down on the second revisions were lower estimates for growth in equipment & software, residential investment, and inventories. The downward revision to inventory growth was notable in that businesses are keeping stocks under control.

The change in the component mix left final demand improved somewhat. Final sales of domestic product increased an upwardly revised 2.0 percent, compared to an annualized 1.2 percent for the advance estimate and compared to a 2.4 percent rise in the first quarter. Final sales to domestic purchasers (excludes net exports) were nudged up to 1.6 percent annualized versus the initial estimate of 1.5 percent, following a 2.2 percent advance in the prior quarter.

Economy-wide inflation according to the GDP price index was unrevised at 1.6 percent annualized. The median market forecast was for 1.6 percent.

Overall, the economy is still sluggish but less than earlier believed.

Diver

房屋销售数据不错. 看来美国房事真的在复苏之中:

Pending Home Sales Index
Released On 8/29/2012 10:00:00 AM For Jul, 2012  
Prior Consensus Consensus Range Actual
Pending Home Sales Index - Level 99.3    101.7  
Pending Home Sales Index - M/M -1.4 % 1.0 % -1.5 % to 3.5 % 2.4 %


Highlights
The latest good news out of the housing sector is a 2.4 percent rise in the pending home sales index, a gain that points to further improvement for existing home sales. The year-on-year rate of plus 12.4 percent is the highest in nearly 2-1/2 years. Regional data show gains in 3 of 4 regions led by the South which is the largest region. Sales of existing homes have been trending higher for the last year though gains have been slightly lagging those for new homes.

Diver

石油库存量高, 对油价上涨不利:

EIA Petroleum Status Report
Released On 8/29/2012 10:30:00 AM For wk8/24, 2012  
Prior Actual
Crude oil inventories (weekly change) -5.4 M barrels 3.8 M barrels
Gasoline (weekly change) -1.0 M barrels -1.5 M barrels
Distillates (weekly change) 1.0 M barrels 0.9 M barrels


Highlights
A big jump in imports during the August 24 week fed a 3.8 million barrel build in oil inventories to 364.5 million barrels. Oil inventories remain very heavy and, for the 12th week in a row, remain above the upper limit of their historical range.

Demand data from the wholesale sector show solid strength for gasoline where, despite the rise underway in prices, the year-on-year rate, at minus 1.0 percent, shows the most strength since October. In terms of million barrels per day, demand for gasoline is sharply higher than July and is at its best level since August last year. Gasoline inventories fell by 1.5 million barrels in the week while distillate inventories increased by 0.9 million barrels.

The price of oil is little changed following today's data. Next week this report will show the initial effects of Hurricane Isaac and the shutting in of Gulf production.

Diver

ZT from Pro:

The Tightest Range of All Time

For the bulk of August stocks have been trading between 1400 and the 1426. That is one of the tightest ranges of all time.

Simply, investors refuse to breakout higher without a stronger catalyst. Just as vehemently, they refuse to embark upon a correction without sufficient cause. And so we are stuck in the range.

Tuesday's trio of economic data (Case-Shiller Home Price Index, Consumer Confidence and Richmond Fed Mfg Index) were a combined neutral reading. That is why stocks put in another relatively breakeven finish.

Now the fate of the market rests on the next round of data through week's end. Namely GDP, Personal Income & Outlays, Consumer Sentiment, Factory Orders and the Beige Book carrying the load.

This stalemate has to end sometime soon. Traders should jump on the bandwagon on breakout moves in either direction as momentum will likely pick up from there for a sustained move

Diver

According to our analytics team, movements by our indicators support the premise for sideways drifting by stock prices until the Fed chairman speaks Friday.

Diver

Increasingly, market strategists are advising their clients to stay sidelined until the Fed and ECB are either forthcoming with “exceptional” easing measures or sit tight, awaiting signs of further economic weakness. Trading volume, anemic this time of year in any case, has virtually evaporated, as holiday seekers leave their desks early, preferring to read the news of Bernanke’s Jackson Hole speech from their beech chairs on Friday, and awaiting details of any new bond-buying program after the September 6 ECB policy meeting. US futures are flat and little change is anticipated. Yesterday’s data was mixed: US home prices rose for the first time since 2012, while consumer confidence fell the most in ten months. Today’s calendar may show US second quarter GDP revised higher to indicate 1.7% growth from the initially posted, 1.5% gain, but lower than the first quarter’s 2% pace. July’s pending home sales may show sales up 1% from June, reversing June’s 1.4% fall. The Fed’s Beige Book of anecdotal economic reports is likely to show the economy recovering moderately, an improvement, perhaps, from the latest FOMC policy meeting minutes in which many members felt additional accommodation would be needed fairly quickly unless the economy picks up its pace.

Diver

News out yesterday that ECB President Draghi will miss the Jackson Hole conference buoyed confidence that details were being worked out for a bond-buying program, likely to be detailed after the ECB policy meeting next Thursday. Draghi wrote in Germany’s Die Zielt weekly that “when financial markets are fragmented or influenced by irrational fears,” it may become necessary to take “exceptional measures…to fix such blockages to ensure a single monetary policy and thus price stability for all euro area citizens.” There is still some uncertainty over the Bundesbank’s willingness to support large-scale bond purchasing; President Weidman was quoted saying monetary easing “can become addictive, like a drug.”

Diver

Whether or not the “addictive drug” will be injected into the US financial system soon may not be answered in Friday’s Bernanke speech, but await further economic reports on employment and manufacturing due out next week to justify or not the Fed’s stated reliance on concrete economic data for additional monetary stimulus actions. Instead, Bernanke’s titled “Monetary Policy Since the Crisis” suggests a tablet for presenting the benefits garnered by previous accommodation acts, and if hints are to be found, they may have to be construed from such interpretations of previous actions.

Diver

The euro and US dollar are little changed in today’s electronic trade, also reflecting the uncertainty of central bankers’ actions. The euro is off 0.04%, but still near an 8-week high on easing expectations. The US dollar is up 0.1% against a currency basket. Copper is trading 0.9% lower at $3.43, reflecting global growth worries. Crude prices are down 0.8% at $95.57 as traders watch Hurricane Isaac make landfall and downgrade their risk assessments for Gulf oil production.

Diver

Asian markets were mixed in today’s trade, with China’s Shanghai Composite off 1.1% to a fresh 3 ½-year low. Hong Kong’s Hang Seng fell a modest, 0.1%. China’s chief economic planner was quoted in China’s state-run Xinhua News Agency as saying that the pace of the nation’s economic growth is stabilizing at a slow rate, and government will need to prevent a rebound in housing prices in the second half. Japan’s Nikkei added 0.4%; South Korea’s Kospi rose 0.6%. Australia’s S&P/ASX 200 slipped 0.1%.

Diver

European bourses are trading lower this morning, as German Chancellor Merkel meets with Italy’s PM Monti, and investors grow increasingly concerned that Spain may request a full bailout, raising the stakes even higher for decisive ECB policy action. The UK FTSE 100 is off 0.5%; Germany’s DAX and France’s CAC are off 0.6%; Italy’s FTSE MIB and Spain’s IBEX 35 are both down 0.4%.

Diver

Yields of Italian 10-years are 3 bps higher at 5.86% this morning; Spain’s are up 7 bps at 6.55%; German bunds are unchanged at 1.34%. As Merkel and Monti discuss Italy’s high funding costs today, Italy is slated to sell E9 billion 6-month bills and up to E7.5 billion 5- and 10-years tomorrow. Yesterday’s Madrid sale of E3.6 billion shorter-term bills saw funding costs decline with the nation’s 3-month yields the lowest since May. However, yesterday the Spanish region, Catalonia, became its second region to request a full bailout from Madrid after losing access to capital markets. The request heightened expectations that the nation will need a full European rescue.

Diver

现在更新一下日间指标读数情况

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