Analisi Intermarket ....quelli che.... Investire&tradare - Cap. 2
- Creatore Discussione Dogtown
- Data di Inizio
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Real GDP rose 2.8% q/q (saar) in Q3, according to the first estimate, above our forecast and the consensus (both 2.0%). However, given that the majority of the upside surprise relative to our forecast reflected inventory accumulation (which contributed 0.8pp), we would suggest taking the apparent acceleration in growth with some caution. Indeed, growth in final sales to domestic purchasers (GDP excluding external trade and inventories and, hence, a clearer measure of final domestic demand) slowed to 1.7% from 2.1% (Figure 1). Within domestic demand, strength in residential investment (14.6%) and structures investment (12.3%) are encouraging signs that construction activity is on a sustainable upward trend, following the sharp declines during the recession. However, a decline in equipment investment (-3.7%) provided a partial offset and suggests that business demand remains soft, despite gains in corporate profits. Private consumption rose 1.5%, close to our forecast. The mild slowdown compared with Q2 (1.8%) and Q1 (2.3%) is consistent with a delayed response from households to tax hikes at the start of the year. Real disposable income was up 2.5% in Q3; hence, the saving rate rose modestly, by two-tenths to 4.7%. Government expenditure increased 0.2%, with a decline in federal spending (-1.7%) offset by an increase at the state and local level (1.5%), the largest since 2009. Finally, net trade added 0.3pp, with growth in exports (4.5%) exceeding that in imports (1.9%). On the prices side, the GDP price index rose 1.9% (and nominal GDP 4.8%). The PCE price index was up 1.9% and the core 1.4%.
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Mentre vi fate i conti degli ingenti guadagni guardatevi Krugman...
Fourteenth Jacques Polak Annual Research Conference: Crises: Yesterday and Today, November 7-8, 2013
Fourteenth Jacques Polak Annual Research Conference: Crises: Yesterday and Today, November 7-8, 2013
gipa69
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gipa69
collegio dei patafisici
Ad oggi il break del DJIA era una bull trap e l'impostazione continua ad essere quella corretta... si ha tempo di incrementare se si rompono livelli importanti...
Dogtown
Forever Ultras Ghetto
Buongiorno.
Standard and Poor’s taglia il rating della Francia Il Paese declassato da AA+ a AA - Corriere.it
Standard and Poor's ha tagliato il rating sovrano della Francia da AA+ ad AA. L'outlook passa da negativo a stabile. Le riforme varate dal Paese in campo fiscale, dei servizi e del mercato del lavoro - giudica l'agenzia - non aumenteranno le prospettive di crescita e non riducono il rischio che la disoccupazione permanga sopra il 10% fino al 2016.
Standard and Poor’s taglia il rating della Francia Il Paese declassato da AA+ a AA - Corriere.it
Dogtown
Forever Ultras Ghetto
Il surplus commerciale in Cina e' cresciuto a 31,1 miliardi di dollari ed dai 15,2 miliardi registrati a settembre. Il dato e' superiore alle attese che si aspettavano un surplus a 23,9 miliardi. Le esportazioni sono salite del 5,6% a 185,4 miliardi di dollari mentre le importazioni sono cresciute del 7,6% a 154,3 miliardi di dollari.