22 May
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NOTICIAS ECONÓMICAS
- España eleva la emisión neta de deuda de 2020 a 130.000 millones.
- La economía de EEUU tocará fondo en el segundo trimestre y se disparará en el cuarto, según Mnuchin.
- China propone una controvertida ley de seguridad para Hong Kong.
- China decide no establecer un objetivo de PIB para 2020.
- Facebbok dice que la mitad de sus empleados podrían trabajar desde casa en 5-10 años.
DATOS MACROECONÓMICOS
- Casi 39 millones de empleos destruidos en Estados Unidos en nueve semanas.
- El IPC de Japón registró en abril su primer descenso en más de tres años.
- Turquía baja los tipos de interés medio punto, hasta el 8,25 %.
Fuente: Thomson Reuters. Fecha: Viernes, 22 de Mayo de 2020
ECONOMIC EVENTS, YESTERDAY
Country | Relevance | Indicator Name | Period | Actual |
---|---|---|---|---|
United States | Existing Home Sales | Apr | 4330000 | |
United States | Markit Svcs PMI Flash | May | 36,90 | |
United States | Markit Mfg PMI Flash | May | 39,80 | |
United States | Markit Comp Flash PMI | May | 36,4 | |
United States | Philly Fed Business Indx | May | -43,1 | |
United States | Initial Jobless Claims | 16 May, w/e | 2,438M | |
Euro Zone | Markit Comp Flash PMI | May | 30,5 | |
Euro Zone | Markit Serv Flash PMI | May | 28,7 | |
Euro Zone | Markit Mfg Flash PMI | May | 39,5 | |
Germany | Markit Comp Flash PMI | May | 31,4 | |
Germany | Markit Service Flash PMI | May | 31,4 | |
Germany | Markit Mfg Flash PMI | May | 36,80 |
ECONOMIC EVENTS, TODAY
Country | Relevance | Indicator Name | Period | Prior |
---|---|---|---|---|
Japan | JP BOJ Rate Decision | 22 May | 0 | |
Japan | CPI, Overall Nationwide | Apr | 0 | |
Japan | CPI, Core Nationwide YY | Apr | 0 | |
United Kingdom | Retail Sales YY | Apr | 0 | |
United Kingdom | Retail Sales Ex-Fuel MM | Apr | 0 | |
United Kingdom | Retail Sales MM | Apr | 0 | |
United Kingdom | Retail Sales Ex-Fuel YY | Apr | 0 | |
United Kingdom | GfK Consumer Confidence | May | -33 | |
United Kingdom | PSNCR, GBP | Apr | 7.208,0M | |
United Kingdom | PSNB, GBP | Apr | 2.325,0M | |
United Kingdom | PSNB Ex Banks GBP | Apr | 3.050,0M |
TOP ECONOMIC INDICATORS
País | Producto Interior Bruto (PIB) | Purchasing Managers? Index (PMI) | Producción Industrial | Confianza Consumidor | Tipo Interés | Inflación | Ventas Minoristas | Desempleo |
---|---|---|---|---|---|---|---|---|
Eurozona | -3,2 | 30,5 | -5,77 | -22,00 | 0,00 | 0,40 | -9,20 | 7,4 |
Reino Unido | 1,1 | 13,8 | -5,97 | -33,50 | 0,10 | 0,80 | 5,70 | 3,9 |
Suiza | 1,5 | 40,7 | 1,60 | -56,00 | -0,75 | -1,10 | -5,60 | 3,3 |
EEUU | -4,8 | 36,4 | -15,04 | 86,90 | 0,13 | 0,30 | -21,61 | 14,7 |
Japón | -7,3 | 27,4 | -4,31 | 21,60 | -0,10 | 0,10 | -4,70 | 2,5 |
China | -6,8 | 53,4 | 3,90 | 122,50 | 4,35 | 3,30 | -7,50 | 3,7 |
Brasil | 1,7 | 26,5 | -1,67 | 58,20 | 3,00 | 2,40 | -1,20 | 12,2 |
Rusia | 1,6 | 13,9 | -6,60 | -11,00 | 5,50 | 3,10 | 5,60 | 4,7 |
India | 4,7 | 7,2 | -3,33 | 85,60 | 4,00 | 5,91 | - | 5,4 |
México | -0,5 | 35,0 | -2,83 | 43,56 | 5,50 | 2,15 | 2,50 | 2,9 |
EQUITY INDICES
EUROPE | 22/05/2020 | Daily Return % | Yr. Low | Yr. High | YTD | |
---|---|---|---|---|---|---|
IBEX 35 | 6.686,1 | 0,04% | 5.814,5 | 10.100,2 | -30,0% | |
EURO STOXX 50 | 2.905,0 | -1,27% | 2.302,8 | 3.867,3 | -22,4% | |
STOXX 600 | 321,1 | -1,07% | 252,9 | 421,4 | -20,5% | |
CAC 40 | 4.445,5 | -1,15% | 3.632,1 | 6.111,4 | -25,6% | |
DAX 30 | 11.065,9 | -1,41% | 8.255,7 | 13.795,2 | -16,5% | |
MIB | 17.087,1 | -0,73% | 14.153,1 | 25.483,1 | -27,3% | |
FTSE 100 | 6.015,3 | -0,86% | 4.898,8 | 7.689,7 | -20,2% | |
SMI | 9.790,9 | 0,27% | 7.650,2 | 11.270,0 | -7,8% |
AMERICA | 22/05/2020 | Daily Return % | Yr. Low | Yr. High | YTD | |
---|---|---|---|---|---|---|
DOW JONES | 24.474,1 | -0,41% | 18.213,7 | 29.568,6 | -14,2% | |
S&P 500 | 2.948,5 | -0,78% | 2.191,9 | 3.393,5 | -8,7% | |
NASDAQ | 9.284,9 | -0,97% | 6.631,4 | 9.838,4 | 3,5% | |
MEXICO S&P/BMV | 35.560,8 | -1,29% | 32.503,3 | 45.955,4 | -18,3% | |
BRAZIL BOVESPA | 83.027,1 | 2,10% | 61.690,5 | 119.593,1 | -28,2% |
ASIA | 22/05/2020 | Daily Return % | Yr. Low | Yr. High | YTD | |
---|---|---|---|---|---|---|
NIKKEI 225 | 20.552,3 | -0,21% | 16.358,2 | 24.116,0 | -13,1% | |
HANG SENG | 24.280,0 | -0,49% | 21.139,3 | 29.174,9 | -13,9% | |
SSE SHANGAI | 2.867,9 | -0,55% | 2.646,8 | 3.127,2 | -6,0% | |
SENSEX INDIA | 30.932,9 | 0,37% | 25.638,9 | 42.273,9 | -25,0% | |
MOEX10 RUSSIA | 2.718,7 | -1,88% | 2.073,9 | 3.226,9 | -10,7% | |
AUSTRALIA ASX 200 | 5.550,4 | -0,41% | 4.402,5 | 7.197,2 | -17,0% |
EQUITY - GEOGRAPHIC & SECTOR
GEOGRAPHIC | 22/05/2020 | Daily Return % | Yr. Low | Yr. High | YTD | |
---|---|---|---|---|---|---|
MSCI - World | 6.123,5 | -0,85% | 4.710,8 | 7.141,1 | -11,4% | |
MSCI - All Countries | 248,6 | -0,77% | 192,5 | 290,5 | -12,0% | |
MSCI - Europe | 200,8 | -0,75% | 164,5 | 254,1 | -17,7% | |
MSCI - Nordic Countries | 18.554,9 | -0,55% | 14.068,7 | 21.108,6 | -9,1% | |
MSCI - Emerging Markets | 442,7 | -0,16% | 359,8 | 542,9 | -16,1% | |
MSCI - Asia Pacific ex Japan | 452,9 | -0,37% | 371,5 | 528,3 | -11,1% | |
MSCI - Frontier Markets | 734,5 | 0,49% | 646,2 | 927,5 | -19,3% | |
MSCI - BRIC | 537,0 | -0,57% | 445,7 | 649,1 | -14,0% |
SECTOR | 22/05/2020 | Daily Return % | Yr. Low | Yr. High | YTD | |
---|---|---|---|---|---|---|
MSCI - Cyc. Cons. | 345,5 | -0,34% | 253,7 | 383,4 | -6,4% | |
MSCI - Non-Cyc. Cons. | 345,3 | -0,95% | 294,4 | 387,3 | -9,4% | |
MSCI - Energy | 206,5 | -1,80% | 132,0 | 326,1 | -35,4% | |
MSCI - Financials | 145,9 | -0,79% | 119,6 | 209,8 | -29,5% | |
MSCI - Industrials | 314,5 | -0,34% | 243,8 | 401,6 | -19,6% | |
MSCI - Technology | 379,1 | -1,31% | 277,5 | 404,1 | 3,8% | |
MSCI - Materials | 354,6 | -1,14% | 260,3 | 411,7 | -13,9% | |
MSCI - Met.& Min. | 374,1 | -2,14% | 254,9 | 415,1 | -9,0% | |
MSCI - Real Est. | 399,4 | -0,56% | 321,3 | 528,3 | -20,2% | |
MSCI - Telecom. | 139,1 | -0,54% | 108,8 | 152,2 | -4,1% | |
MSCI - Biotech | 361,8 | -0,77% | 280,5 | 366,3 | 2,0% | |
MSCI - Healthcare | 380,0 | -0,82% | 286,5 | 392,3 | -0,3% | |
MSCI - Utilities | 248,0 | -0,92% | 204,0 | 310,1 | -12,7% |
FOREX & COMMODITIES
CURRENCIES | 22/05/2020 | Daily Return % | Yr. Low | Yr. High | YTD | |
---|---|---|---|---|---|---|
EUR/USD | 1,0949 | -0,26% | 1,0635 | 1,1492 | -4,5% | |
EUR/GBP | 0,8957 | -0,09% | 0,8280 | 0,9500 | -0,3% | |
EUR/CHF | 1,0625 | 0,31% | 1,0502 | 1,0878 | -5,6% | |
EUR/JPY | 117,8100 | -0,19% | 114,4100 | 122,8600 | -6,3% | |
EUR/NOK | 10,8823 | 0,05% | 9,8130 | 13,1678 | 9,9% | |
US Dollar Index | 99,3700 | 0,25% | 94,6500 | 102,9920 | 3,3% |
COMMODITIES | 22/05/2020 | Daily Return % | Yr. Low | Yr. High | YTD | |
---|---|---|---|---|---|---|
GOLD | 1.725,2 | -1,36% | 1451,0 | 1764,6 | 13,7% | |
BRENT OIL | 36,1 | 0,87% | 16,0 | 71,8 | -45,4% | |
CRUDE OIL WTI | 33,9 | 1,28% | -40,3 | 65,7 | -44,4% |
BOND YIELDS
GOVERNMENT | Yield | Yield Chg. | Yield Chg. % | 52W Range | |
---|---|---|---|---|---|
BRAZIL 10Y | 7,470 | -23,000 | -2,99% | 6,33 / 9,84 | |
ITALY 10Y | 1,634 | -0,100 | -0,06% | 0,758 / 3,012 | |
AUSTRALIA 10Y | 0,924 | -3,300 | -3,45% | 0,555 / 1,54 | |
SPAIN 10Y | 0,710 | -1,000 | -1,39% | 0,023 / 1,389 | |
US 10Y | 0,677 | -0,200 | -0,29% | 0,318 / 2,178 | |
CANADA 10Y | 0,548 | -1,700 | -3,01% | 0,233 / 1,736 | |
GREAT BRITIAN 10Y | 0,171 | -5,900 | -25,65% | 0,074 / 1,058 | |
JAPAN 10Y | 0,001 | -0,100 | -50,00% | -0,29 / 0,106 | |
FRANCE 10Y | -0,052 | -1,800 | 52,94% | -0,454 / 0,52 | |
GERMANY 10Y | -0,499 | -3,300 | 7,08% | -0,909 / -0,142 | |
SWITZERLAND 10Y | -0,504 | -1,500 | 3,07% | -1,132 / -0,205 |
BOND INDEX
EURO | 22/05/2020 | Daily Return | 1Y Yield Range | Yield | YTD | |
---|---|---|---|---|---|---|
iBoxx EUR Corporates | 230,0 | 0,33% | 1,33 | 1,33 | -3,24% | |
iBoxx EUR High Yield | 184,3 | 0,32% | 5,94 | 5,94 | -9,52% | |
iBoxx EUR Sovereigns | 252,4 | 0,09% | 0,53 | 0,53 | 0,6% |
USD | 22/05/2020 | Daily Return | 1Y Yield Range | Yield | YTD | |
---|---|---|---|---|---|---|
iBoxx USD Corporates | 318,06 | 0,18% | 2,597 / 4,836 | 3,29 | 2,08% | |
iBoxx USD High Yield | 283,76 | 0,34% | 5,403 / 10,122 | 7,30 | -6,65% | |
iBoxx USD Treasuries | 264,006 | 0,03% | 0,842 / 2,662 | 0,94 | 9,01% |