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Dados EUA - Producer Price Index: 0.5 (Esp. 0.1%) / PPI ex-

Espaço dedicado a todo o tipo de troca de impressões sobre os mercados financeiros e ao que possa condicionar o desempenho dos mesmos.

por djovarius » 10/12/2004 14:45

Muito bem, preços ao produtor nos EUA:

Vejamos os dados anualizados - 5% e o "core" PPI apenas 1.9% !!

Não há repasse dos custos energéticos para a generalidade dos preços no sector grossista.

E se no atacado não há uma pressão grande, no consumidor final, também não há, aliás, nem tem havido.
Aliás, como uma parte maior dos rendimentos pessoais é utilizada para pagar a comida e as energias, sobra menos para outros itens, pelo que o fenómeno da inflação ainda é "benigno" !!

Em resumo: o FED pode continuar a subir calmamente as taxas de juro, provavelmente até um topo de médio prazo em torno de 3% !!

Se assim for, a liquidez continuará a ser o jogo dos mercados, com prejuízo para o USD, mantendo a sua tendência de longo prazo.

O mercado accionista poderá sofrer de alguma maneira, mas está com tendência de alta que deverá se manter enquanto o crescimento persistir e se a questão do petróleo não atrapalhar. Isto, ressalvando outras surpresas.

Um abraço

djovarius
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cont

por Info.... » 10/12/2004 14:34

ECONOMIC REPORT: Producer prices jump 0.5% in Nov.
By Rex Nutting, CBS.MarketWatch.com
Last Update: 8:37 AM ET Dec. 10, 2004

WASHINGTON (CBS.MW) - Higher energy prices drove the U.S. producer price index up a greater-than-expected 0.5 percent in November, the Labor Department reported Friday.

Economists were expecting the PPI to rise about 0.1 percent, according to a survey conducted by CBS MarketWatch.

Core producer prices, which exclude food and energy costs, rose 0.2 percent, as expected.

The PPI is up 5 percent in the past year, the biggest rise since late 1990, when another energy crisis pushed inflation higher. The core PPI is up 1.9 percent in the past year, matching the high of the year.

So far, higher prices to producers have not been met by higher prices for consumers. The Federal Reserve says it will be vigilant in keeping consumer prices stable by ratcheting interest rates higher.

The Federal Open Market Committee is expected to raise its federal fund interest rate target by a quarter percentage point to 2.25 percent at next Tuesday's meeting.

Inflationary pressures were building further back in the production pipeline, however.

A key leading indicator of inflation, core intermediate goods prices, has risen 8 percent in the past year, the worst inflation since 1981.

In November, finished energy goods prices rose 1.8 percent, down from 6.8 percent in October. Gasoline prices fell 0.7 percent and home heating oil prices dropped 2.3 percent. However, residential natural gas prices jumped 6.2 percent.

Finished foods prices rose 0.4 percent in November, down from 1.6 percent in October. Fresh fruit prices fell 17 percent.

Finished capital goods prices increased 0.2 percent. Auto prices rose 0.6 percent, while truck prices fell 0.5 percent. Computer prices sank 3.1 percent, the biggest drop in nearly two years. Finished consumer goods excluding energy rose 0.3 percent, including a large jump in furniture and carpeting prices.

Intermediate energy goods prices rose 2.3 percent in November, with large increases in natural gas and electricity prices to industrial and commercial users.

Intermediate core prices rose 0.4 percent, with declines in wood building materials offset by increases in metals, chemicals and plastics.

Crude goods prices rose 8.7 percent in November, with crude energy prices gaining 17 percent. Natural gas prices soared 43.7 percent. Crude petroleum prices fell 11.1 percent.

Prices of crude basic industrial materials rose 2.5 percent, with iron and steel scrap up 8 percent.

Crude goods prices have risen 25.5 percent year-over-year, squeezing profit margins for producers who can't pass on their higher costs.
Info....
 

cont

por Info.... » 10/12/2004 14:25

8:29am 12/10/04 U.S. NOV. PPI FINISHED ENERGY PRICES UP 1.8%

8:29am 12/10/04 U.S. PPI CORE UP 1.9% YEAR-OVER-YEAR

8:29am 12/10/04 U.S. PPI INTERMEDIATE CORE UP 8% Y-O-Y, 23-YEAR HIGH

8:29am 12/10/04 U.S. PPI UP 5% YEAR-OVER-YEAR, 14-YEAR HIGH

8:29am 12/10/04 U.S. NOV. PPI CRUDE GOODS PRICES UP 8.7%

8:29am 12/10/04 U.S. NOV. PPI INTERMEDIATE CORE PRICES UP 0.4%

8:29am 12/10/04 U.S. NOV. PPI INTERMEDIATE PRICES UP 0.8%

8:29am 12/10/04 U.S. NOV. PPI CORE RISES 0.2% AS EXPECTED

8:29am 12/10/04 U.S. NOV. PRODUCER PRICE INDEX UP 0.5% VS 0.1% EXPECTED
Info....
 

Dados EUA - Producer Price Index: 0.5 (Esp. 0.1%) / PPI ex-

por TRSM » 10/12/2004 14:21

Dados EUA - Producer Price Index: 0.5 (Esp. 0.1%) / PPI ex-Food & Energy: 0.2 (Esp. 0.2%)

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