martes, 30 de enero de 2018

¿Qué sucedería si el rendimiento a 10 años trepa al 3%?

Fuertes caídas del Dow Jones y S&P 500 a medida que aumenta el rendimiento de bonos del Tesoro.

BLOOMBERG: Market nerves.

The benchmark U.S. 10-year Treasury yield’s rise above 2.7 percent for the first time since 2014 yesterday sent some nervousness into global equity markets. Overnight, the MSCI Asia Pacific Index following U.S. stocks lower, slipping 1.2 percent while Japan’s Topix index closed down 1.2 percent. In Europe, the Stoxx 600 Index was down 0.5 percent at 5:45 a.m. Eastern Time, with energy and financial stocks among the biggest losers. S&P 500 futures pointed to a lower open, the 10-year Treasury yield had recovered to 2.688 percent and gold was slightly higher. 


martes, 23 de enero de 2018

El Cierre del Gobierno llega a su fin y el problema inmigratorio ocupa el centro del debate

Banca peruana: el regreso de los corporativos

Consumo masivo: reactivación desde el segundo semestre

Sector inmobiliario se recuperará de forma parcial hacia el 2018

SECTOR PESCA El boom pesquero llegará en el segundo semestre del 2018

domingo, 7 de enero de 2018

The Washington Post. U.S. added 148,000 jobs in December, a lagging end to year of growth

The U.S. economy wrapped up a year of steady hiring, the government jobs report said. The jobless rate stayed flat at 4.1 percent. Wage growth remained sluggish and still below pre-recession levels. 
Analysts said the numbers send a promising message to job seekers: Employers will be increasingly desperate for your applications in 2018. A pay bump, however, isn't guaranteed.

BLOOMBERG, Jun 5. Payrolls

At 8:30 a.m. Eastern Time, employment data for December are released, with expectations for an increase of 190,000 positions for the month. That would take the total number of new jobs in 2017 to 2.11 million, ahead of analyst forecasts at the start of the year. Unemployment is set to remain at 4.1 percent, with average hourly earnings increasing by 2.5 percent year on year. 

Pronósticos Económicos 2017 en Estados Unidos: Errores y aciertos de los economistas

Inversión pública el 2017 fue menor en S/ 1,108 millones respecto al 2015.

BCR reducirá tasa de referencia en 25 puntos básicos la próxima semana, prevé Itaú