11月29日-12月3日重要财经数据

周一（11月29日）：
日本10月零售销售
英国10月消费信贷
欧元区11月经济景气指数
欧元区11月消费者信心指数 www.6park.com

周二（11月30日）：
日本10月失业率
德国11月失业率
欧元区10月失业率
欧元区11月消费者物价指数初值
欧洲央行行长特里谢在欧洲议会经济和货币事务委员会会议上发表证词
加拿大第三季度GDP
美国11月纽约企业前景指数
美国11月芝加哥采购经理人指数 www.6park.com

周三（12月1日）：
澳大利亚第三季度GDP
中国11月官方采购经理人指数
英国11月CIPS/RBS制造业采购经理人指数
德国11月Markit/BME制造业采购经理人指数终值
欧元区 Markit11月制造业采购经理人指数终值
美国第三季度非农业单位劳动力成本终值
美国11月ISM制造业采购经理人指数 www.6park.com

周四（12月2日）：
瑞士第三季度GDP
欧元区10月生产者物价指数
欧元区第三季度GDP修正值
欧洲央行管理委员会会议、宣布利率决议
美国上周初请失业金人数
美国10月NAR成屋签约销售指数
美联储公布经济褐皮书 www.6park.com

周五（12月3日）：
英国11月服务业采购经理人指数
德国10月实际零售销售
欧元区Markit11月服务业采购经理人指数终值
欧元区10月零售销售
欧洲央行行长特里谢在欧美记者俱乐部召开简报会
加拿大11月失业率
美国11月非农就业人口变动
美国11月失业率
美国10月工厂订单
美国11月ISM非制造业指数

Stock Market:Looking Forward to Next Week!

Due to Thanksgiving, it's a short week. But earnings are due from Hewlett-Packard(Monday,After the close), J.Crew(Tuesday) Deere and Tiffany(Wednesday).

The week includes key reports on gross domestic product, housing and jobless claims. Tuesday will bring the minutes from the Federal Reserve's Nov. 2-3 meeting. This will help investors gauge the disagreements about the central bank's controversial $600 billion plan to support the economy.

What to look forward to next week:
Earnings should continue to be positive.
Will the economic reports confirm the good cheer?Maybe

Here's what else is due:

Tuesday: Third-quarter gross domestic product, a second estimate. ( expects 2.2%. )
               Existing-home sales for October. 

Wednesday: Durable-goods orders, from the Commerce Department. Expect a decent gain, 0.5% or better, fueled largely by aircraft orders.

                   Personal income spending and income for October, from the Commerce Department. (most analysts expect a gain.)

                    Initial jobless claims, from the Labor Department.This is the closest indicator that tells where the job market is. The past two weekly reports have been the seasonally adjusted claims rate at under 440,000. Another such report will be a decent signal that the recovery is picking up steam.
                

                   New-home sales for October, from the Commerce Department. ( Until the foreclosures are sold off, don't expect much improvement.)

Earnings Matter

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Why Warren Buffett Hates Gold

Warren Buffett is an investing icon, and when he talks about the stock market, individual investors and Wall Street insiders alike take notice. But perhaps Buffett’s most controversial investment advice regards gold prices. Gold bullion, gold miners and gold ETFs simply have no place in Warren Buffett’s portfolio. And to hear Buffett tell it, gold should have no place in yours, either.

So why does Warren Buffett hate gold so much? Well, the famous value investor has been pretty clear on this. In a word, gold is useless.

....

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World primary energy demand

Global demand for energy will increase by 36% between 2008 and 2035, according to the International Energy Agency’s latest forecasts. Emerging economies will account for almost all of this increase (93%). In China, which overtook America last year to become the world’s largest energy user, demand is projected to increase by 75% over this period. Fossil fuels will still be the dominant source of energy in 2035, though their share in the energy mix will fall, while that of renewable energy sources and nuclear power will rise. The demand for coal and oil in the mostly rich members of the OECD will fall between 2008 and 2035—as will their share in world energy demand, from 44% to 33%.


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Next Week's Game Plan (11/12/10)

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Stock Market:Looking Forward to Next Week!

Next week, in fact, a huge week  for retailers, with reports due from

Nordstrom, Wal-Mart, Target, Home Depot and Lowe’s.

Plus, there are a number of important economic reports scheduled.  And let us not forget that Congress will return from the election break, and there may be a short but probably intense debate on whether or how much to extend the Bush tax cuts.

GM’s IPO may get most of the attention, IPOs often start with price gains and then fall back. Better to wait or, as Jim Cramer suggested on Friday, buy Ford Motor (F).

The big report comes Monday morning from the Commerce Department: retail sales. Most analysts are looking for a 0.7% month-to-month gain. A bigger report will give the market a big boost.

The next biggest reports are the Producer Price Index and Consumer Price Index reports, due Tuesday and Wednesday, respectively. All sorts of commodities are sharply higher this year. The question is how fast are those increase filtering to producers and consumers.

Next are the manufacturing reports from New York and Philadelphia Federal Reserve banks, due Monday and Thursday, respectively. These have shown evidence of a slowdown.

Leading economic indicators, due Thursday from The Conference Board, should show an increase because of the big stock market rally.

Initial jobless claims, also due Thursday from the Labor Department, could really excite the markets if the seasonally adjusted number comes in at 435,000 or lower.

Normally, housing starts and building permits, due Wednesday from the Commerce Department, would get close scrutiny. The numbers will be weak. Foreclosures won't get out of the way. 

 

Gold Rush

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10 Banks Likely to Boost Dividends in Q1

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ETFs for a Gold Standard

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Five ETFs to Watch This Week

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Negative Analysts

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Microsoft CEO sells $1.3B of shares - CNBC

Microsoft CEO sells $1.3B of shares - CNBC

Bernanke defends new Fed plan to boost economy - CNBC

Bernanke defends new Fed plan to boost economy - CNBC

Stock Market:Looking Forward to Next Week!

The coming week should be relatively tame. There's no Federal Reserve meeting. There's no jobs report.

But there are important earnings to consider, from Cisco, Walt Disney, Macy's and NVIDIA.


The most important economic report will be Wednesday's report on oil inventories and Thursday's report on initial jobless claims. Friday brings the University of Michigan Consumer Sentiment Index.


Stocks will be affected all week by commodity prices. These, in turn, will be affected by the dollar.
As the dollar has fallen, gold, silver, copper and crude oil have moved higher.


Gold could well top $1,400 this week for the first time, and Goldman Sachs says it could hit $1,650 an ounce within the next year.


Crude oil ended the week at $86.85 a barrel, and there's talk it will hit $90 next week and perhaps $100 a barrel.

Next Week's Game Plan (11/5/10)

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Stop Trading, Listen to Cramer! - CNBC.com

Stop Trading, Listen to Cramer! - CNBC.com

Trading Discipline

1. Don’t forget old support and resistance levels.
2. If …. Then system.

如果市场符合原先的预期，则保持原有的交易部位 ---- 否则出场。

3. Stop --- Always use them.
4. Consider options.
5. Intra-day technicals are important.
6. Pace trades to market environment.
7. Locals – never forget them.
8. Indicators – the more the better.
9. Never trade in the belief the market is wrong.
10. Examine the market’s reaction to the fundamentals.

ADP Chart is a Jobs Tell

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U.S. Economy Falling Behind

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Cramer: $100 Oil by Year-end

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