03 Dec
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NOTICIAS ECONÓMICAS
- Cinco países, entre ellos España y Francia, piden a la UE cambiar la normativa energética.
- OPEP+ probablemente se ceñirá a actual política petrolera mientras ómicron golpea precios.
- Cámara baja de EEUU aprueba proyecto de ley para evitar el cierre del gobierno.
- Acciones europeas caen porque la preocupación por ómicron sacude a los inversores.
- El BCE considera que la UE debe fomentar el crecimiento y reducciones de deuda realistas.
DATOS MACROECONÓMICOS
- Mercado laboral de EEUU sigue ajustado y despidos están en mínimos de casi tres décadas.
- El paro en la eurozona continuó su descenso en octubre, hasta el 7,3 %.
- La inflación de la OCDE alcanzó en ocubre su máximo desde febrero de 1997.
Fuente: Thomson Reuters. Fecha: Viernes, 03 de Diciembre de 2021
ECONOMIC EVENTS, YESTERDAY
Country | Relevance | Indicator Name | Period | Actual |
---|---|---|---|---|
United States | Initial Jobless Clm | 27 Nov, w/e | 222000 | |
Euro Zone | Unemployment Rate | Oct | 0,073 | |
United States | Cont Jobless Clm | 20 Nov, w/e | 1956000 | |
Euro Zone | Producer Prices YY | Oct | 0,219 | |
Euro Zone | Producer Prices MM | Oct | 0,054 | |
Switzerland | Retail Sales YY | Oct | 0,012 | |
Italy | Unemployment Rate | Oct | 0,094 | |
United States | Jobless Clm 4Wk Avg | 27 Nov, w/e | 238750 | |
United States | Challenger Layoffs | Nov | 14875 | |
Japan | Consumer Confid. Index | Nov | 39,2 | |
Japan | Foreign Invest JP Stock | 27 Nov, w/e | -3,096E+11 |
ECONOMIC EVENTS, TODAY
Country | Relevance | Indicator Name | Period | Prior |
---|---|---|---|---|
United States | ISM N-Mfg PMI | Nov | 66,7 | |
United States | Factory Orders MM | Oct | 0 | |
United States | Markit Svcs PMI Final | Nov | 57 | |
United States | Markit Comp Final PMI | Nov | 57 | |
United States | Average Earnings YY | Nov | 0 | |
United States | Unemployment Rate | Nov | 0 | |
United States | Non-Farm Payrolls | Nov | 531000 | |
Euro Zone | Markit Comp Final PMI | Nov | 56 | |
Euro Zone | Markit Serv Final PMI | Nov | 57 | |
Germany | Markit Comp Final PMI | Nov | 53 | |
Germany | Markit Services PMI | Nov | 53 | |
Japan | Services PMI | Nov | 51 |
EQUITY INDICES
EUROPE | 03/12/2021 | Daily Return % | Yr. Low | Yr. High | YTD | |
---|---|---|---|---|---|---|
IBEX 35 | 8.300,8 | -1,80% | 7.713,5 | 9.310,8 | 2,8% | |
EURO STOXX 50 | 4.108,0 | -1,70% | 3.473,8 | 4.415,2 | 15,6% | |
STOXX 600 | 459,2 | -1,54% | 388,8 | 488,9 | 15,5% | |
CAC 40 | 6.795,8 | -1,25% | 5.379,2 | 7.183,1 | 22,4% | |
DAX 30 | 15.263,1 | -1,35% | 13.311,0 | 16.290,2 | 11,3% | |
MIB | 26.005,4 | -1,39% | 21.311,5 | 27.968,9 | 17,0% | |
FTSE 100 | 7.129,2 | -0,55% | 6.397,2 | 7.402,7 | 10,4% | |
SMI | 12.177,5 | -0,73% | 10.513,4 | 12.625,8 | 13,8% |
AMERICA | 03/12/2021 | Daily Return % | Yr. Low | Yr. High | YTD | |
---|---|---|---|---|---|---|
DOW JONES | 34.639,8 | 1,82% | 29.856,3 | 36.565,7 | 13,2% | |
S&P 500 | 4.577,1 | 1,42% | 3.662,7 | 4.743,8 | 21,9% | |
NASDAQ | 15.381,3 | 0,83% | 12.397,1 | 16.212,2 | 19,3% | |
MEXICO S&P/BMV | 50.927,4 | 1,84% | 42.901,0 | 53.400,3 | 15,6% | |
BRAZIL BOVESPA | 104.466,2 | 3,66% | 100.074,6 | 131.190,3 | -12,2% |
ASIA | 03/12/2021 | Daily Return % | Yr. Low | Yr. High | YTD | |
---|---|---|---|---|---|---|
NIKKEI 225 | 27.753,4 | 1,00% | 26.954,8 | 30.795,8 | 2,1% | |
HANG SENG | 23.788,9 | 0,55% | 23.175,4 | 31.183,4 | -12,6% | |
SSE SHANGAI | 3.573,8 | -0,09% | 3.312,7 | 3.731,7 | 2,9% | |
SENSEX INDIA | 58.461,3 | 1,35% | 46.160,5 | 62.245,4 | 22,4% | |
MOEX10 RUSSIA | 3.947,5 | -0,30% | 3.268,5 | 4.292,7 | 20,0% | |
AUSTRALIA ASX 200 | 7.225,2 | 0,22% | 6.517,2 | 7.632,8 | 9,9% |
EQUITY - GEOGRAPHIC & SECTOR
GEOGRAPHIC | 03/12/2021 | Daily Return % | Yr. Low | Yr. High | YTD | |
---|---|---|---|---|---|---|
MSCI - World | 9.385,5 | 0,76% | 7.928,9 | 9.757,3 | 17,2% | |
MSCI - All Countries | 376,0 | 0,77% | 326,6 | 390,5 | 14,6% | |
MSCI - Europe | 281,4 | -1,09% | 234,1 | 295,9 | 19,3% | |
MSCI - Nordic Countries | 29.172,2 | -1,53% | 25.738,3 | 31.756,1 | 12,7% | |
MSCI - Emerging Markets | 609,2 | 0,83% | 597,1 | 699,2 | -2,4% | |
MSCI - Asia Pacific ex Japan | 609,4 | 0,74% | 598,7 | 724,3 | -4,3% | |
MSCI - Frontier Markets | 1.098,2 | -0,20% | 915,7 | 1.143,9 | 19,0% | |
MSCI - BRIC | 666,8 | 0,57% | 658,6 | 843,4 | -9,2% |
SECTOR | 03/12/2021 | Daily Return % | Yr. Low | Yr. High | YTD | |
---|---|---|---|---|---|---|
MSCI - Cyc. Cons. | 589,5 | 0,41% | 493,8 | 620,4 | 16,9% | |
MSCI - Non-Cyc. Cons. | 430,5 | 0,44% | 383,5 | 448,7 | 4,8% | |
MSCI - Energy | 301,3 | 1,79% | 219,2 | 326,3 | 37,4% | |
MSCI - Financials | 250,9 | 1,57% | 197,9 | 265,9 | 24,8% | |
MSCI - Industrials | 490,4 | 1,23% | 424,9 | 515,1 | 12,2% | |
MSCI - Technology | 660,3 | 0,54% | 503,9 | 683,2 | 25,7% | |
MSCI - Materials | 540,4 | 0,41% | 487,3 | 587,4 | 9,4% | |
MSCI - Met.& Min. | 540,3 | -0,55% | 507,9 | 660,6 | 5,5% | |
MSCI - Real Est. | 580,7 | 1,75% | 463,8 | 603,3 | 21,2% | |
MSCI - Telecom. | 199,0 | 1,16% | 174,4 | 222,5 | 11,6% | |
MSCI - Biotech | 440,0 | -0,58% | 378,1 | 468,5 | 12,2% | |
MSCI - Healthcare | 482,9 | -0,05% | 417,6 | 514,0 | 11,6% | |
MSCI - Utilities | 304,5 | 0,23% | 276,1 | 321,7 | 2,3% |
FOREX & COMMODITIES
CURRENCIES | 03/12/2021 | Daily Return % | Yr. Low | Yr. High | YTD | |
---|---|---|---|---|---|---|
EUR/USD | 1,1299 | -0,18% | 1,1184 | 1,2349 | -7,5% | |
EUR/GBP | 0,8494 | -0,34% | 0,8378 | 0,9085 | -5,0% | |
EUR/CHF | 1,0400 | -0,15% | 1,0388 | 1,1151 | -3,8% | |
EUR/JPY | 127,9000 | 0,20% | 125,0700 | 134,1200 | 1,4% | |
EUR/NOK | 10,2708 | -0,11% | 9,6535 | 10,7038 | -1,9% | |
US Dollar Index | 96,1560 | 0,13% | 89,2090 | 96,9380 | 6,9% |
COMMODITIES | 03/12/2021 | Daily Return % | Yr. Low | Yr. High | YTD | |
---|---|---|---|---|---|---|
GOLD | 1.768,6 | -0,79% | 1676,1 | 1959,0 | -6,7% | |
BRENT OIL | 69,7 | 1,16% | 50,6 | 86,7 | 34,5% | |
CRUDE OIL WTI | 66,5 | 1,42% | 47,2 | 85,4 | 37,1% |
BOND YIELDS
GOVERNMENT | Yield | Yield Chg. | Yield Chg. % | 52W Range | |
---|---|---|---|---|---|
GERMANY 10Y | -0,331 | 0,000 | 0,00% | -0,62 / -0,06 | |
SWITZERLAND 10Y | -0,278 | -0,030 | 12,10% | -0,54 / 0,01 | |
FRANCE 10Y | -0,011 | -0,041 | -136,67% | -0,38 / 0,33 | |
JAPAN 10Y | 0,059 | -0,005 | -7,81% | 0 / 0,18 | |
SPAIN 10Y | 0,385 | -0,047 | -10,88% | -0,02 / 0,68 | |
GREAT BRITIAN 10Y | 0,813 | -0,008 | -0,97% | 0,16 / 1,22 | |
ITALY 10Y | 0,956 | -0,068 | -6,64% | 0,43 / 1,29 | |
US 10Y | 1,444 | 0,041 | 2,89% | 0,88 / 1,78 | |
CANADA 10Y | 1,506 | 0,014 | 0,94% | 0,67 / 1,83 | |
AUSTRALIA 10Y | 1,673 | -0,063 | -3,63% | 0,93 / 2 | |
BRAZIL 10Y | 11,340 | -0,115 | -1,00% | 6,84 / 12,32 |
BOND INDEX
EURO | 03/12/2021 | Daily Return | 1Y Yield Range | Yield | YTD | |
---|---|---|---|---|---|---|
iBoxx EUR Corporates | 242,7 | 0,30% | 0,64 | 0,64 | -0,62% | |
iBoxx EUR High Yield | 212,2 | 0,11% | 3,23 | 3,23 | 2,51% | |
iBoxx EUR Sovereigns | 259,0 | 0,38% | 0,29 | 0,29 | -1,7% |
USD | 03/12/2021 | Daily Return | 1Y Yield Range | Yield | YTD | |
---|---|---|---|---|---|---|
iBoxx USD Corporates | 338,28 | -0,11% | 2,3376 / 3,0097 | 2,79 | -0,95% | |
iBoxx USD High Yield | 326,67 | 0,09% | 3,929 / 4,762 | 4,76 | 2,67% | |
iBoxx USD Treasuries | 259,00 | -0,13% | 1,0701 / 1,759 | 1,53 | -1,87% |