Ettevõtete varud kasvasid novembris:
November Business Inventories +0.4% vs +0.3% consensus, prior revised to +0.4% from +0.2%
Ökonomistid ootavad, et varud jätkavad lähiajal kasvu, kuna ettevõtted on nõudluse kasvu osas optimistlikud.
CFTC'S Chilton says position limit proposals to err on the high side, according to Reuters insider
IMF head says world recovery stronger than expected, but fragile - DJ
Natural gas inventory showed a draw of 266 bcf, analysts were expecting a draw of 260 bcf, with 20 ests ranging from a draw of 272 bcf to a draw of 195 bcf.
Varud vähenevad külmade ilmadega väga kiiresti ning täna avaldatud number viib näidu 5-aasta keskmisest vaid 4.4% kaugusele (ida-osariikides ollakse juba 5-aasta varude tasemel).
Economic adviser Volcker says US fiscal accounts "plainly overextended" - DJ
$13 bln 30-year Bond Auction Results- Yield: 4.64% (4.689% expected); Bid/Cover: 2.68x (10-auction avg 2.45x, prior 2.45x); Indirect Bidders: 40.7% (10-auction avg 42.6%, prior 40.5%)
CFTC unveils proposals to limit big energy traders - Reuters
Reuters reports the top U.S. futures market regulator moved on Thursday to limit the role of big traders in once high-flying energy markets, unveiling proposals to put a hard cap on the size of positions that dealers can hold but offering a limited exemption for big financial hedgers. The long awaited proposals, part of the Obama administration's push to overhaul financial markets, will apply to the four most-traded energy contracts on the two major exchanges. But it remains to be seen if the limits -- which it said would affect only the 10 biggest position holders if implemented today -- are sufficient to satisfy lawmakers who have clamored for regulatory action since oil prices surged to a record $147 in 2008. The Commodity Futures Trading Commission's proposals, subject to a 90-day period of public comment before approval, would give it the power to limit big trader positions based on a percentage of futures and options open interest across all contract months on both the New York Mercantile Exchange and the IntercontinentalExchange . While more rigid, the limits did not appear strenuous compared to the exchange's own guidelines: A CFTC official said that if the rules were applied today, for example, the limit for NYMEX crude oil contracts across all months would be 98,100 contracts. The NYMEX's own so-called "accountability levels", which were frequently exceeded, is 20,000 contracts across all months.
Reuters reports the top U.S. futures market regulator moved on Thursday to limit the role of big traders in once high-flying energy markets, unveiling proposals to put a hard cap on the size of positions that dealers can hold but offering a limited exemption for big financial hedgers. The long awaited proposals, part of the Obama administration's push to overhaul financial markets, will apply to the four most-traded energy contracts on the two major exchanges. But it remains to be seen if the limits -- which it said would affect only the 10 biggest position holders if implemented today -- are sufficient to satisfy lawmakers who have clamored for regulatory action since oil prices surged to a record $147 in 2008. The Commodity Futures Trading Commission's proposals, subject to a 90-day period of public comment before approval, would give it the power to limit big trader positions based on a percentage of futures and options open interest across all contract months on both the New York Mercantile Exchange
Baidu.com (BIDU) on teist päeva tugevas tõusus ning kahe päevaga on kokku tõustud juba ca $75 ehk 20%. Põhjuseks siis Google'i kahe päeva tagune teada võimalikust plaanist Hiinast lahkuda, millest kirjutasin siin (link) ja eilses börsipäevas.
HP Feb 45 puts are seeing interest ahead of earnings on Jan 28 before the open (volume: 1820, open int: 180, implied vol: ~43%, prev day implied vol: 41%)
Fed's Fisher, on CNBC, reiterates that there is a recovery underway, but its tepid
Deutsche Bank made comments regarding reports indicating Germany may cut solar subsidies by 16%-17% in April. The firm said, if true, the cuts would be significantly worse than expectations not only in size but also in timing.
TAN -
TAN -
Joel tõi välja Baidu tugevuse. Päris huvitav aga Google - kui teisipäeval sulges GOOG enne Hiina avaldust 590.28 dollari juures & tegi kolmapäeval esialgu kukkumise, siis hetkel on aktsia juba ca 592 dollari juurde liikunud.
Terra Industries (TRA) drops ~3 points in afterhours after CF withdraws offer .
Intelilt ilusad numbrid:
Intel prelim $0.40 vs $0.30 First Call consensus; revs $10.6 bln vs $10.17 bln First Call consensus
Intel sees Q1 revs $9.7-10.1 bln vs $9.35 bln First Call consensus;undefined$ mln
Intel prelim $0.40 vs $0.30 First Call consensus; revs $10.6 bln vs $10.17 bln First Call consensus
Intel sees Q1 revs $9.7-10.1 bln vs $9.35 bln First Call consensus;undefined$ mln
Intel prelim $0.40 vs $0.30 First Call consensus; revs $10.6 bln vs $10.17 bln First Call consensus
Intel sees Q1 revs $9.7-10.1 bln vs $9.35 bln First Call consensus
INTC sees Q1 gross margins in the range of 57-64% vs 58.8% First Call consensus
Intel sees Q1 revs $9.7-10.1 bln vs $9.35 bln First Call consensus
INTC sees Q1 gross margins in the range of 57-64% vs 58.8% First Call consensus
Intel --CORRECTION-- Q1 revenues expected in the range of $9.3-10.1 bln
INTC konverentsikõne ajal vajuma hakanud ja hetkel künnab juba kergelt punast $21.40 tasemel.