Tag: daily

Opening Bell 05.05.2014

Your world at 9am

world equity markets 2014-05-05

Equities

Major
DAX(DEU) -0.49%
CAC(FRA) -0.65%
UKX(GBR) +0.20%
NKY(JPN) -0.19%
SPX(USA) -0.13%
MINTs
JCI(IDN) +0.28%
INMEX(MEX) +0.50%
NGSEINDX(NGA) +0.23%
XU030(TUR) +1.93%
BRICS
IBOV(BRA) +2.62%
SHCOMP(CHN) -0.69%
NIFTY(IND) -0.02%
INDEXCF(RUS) -0.09%
TOP40(ZAF) +0.48%

Commodities

Energy
Brent Crude Oil -0.14%
Ethanol -3.18%
Heating Oil -0.08%
Natural Gas +0.24%
RBOB Gasoline -0.02%
WTI Crude Oil +0.04%
Metals
Copper +0.06%
Gold 100oz +0.28%
Palladium +0.04%
Platinum +0.23%
Silver 5000oz +0.25%

Currencies

USDEUR:-0.01% USDJPY:-0.30%

MINTs
USDIDR(IDN) -0.04%
USDMXN(MEX) -0.04%
USDNGN(NGA) -0.05%
USDTRY(TUR) -0.03%
BRICS
USDBRL(BRA) -0.49%
USDCNY(CHN) -0.14%
USDINR(IND) -0.29%
USDRUB(RUS) +0.55%
USDZAR(ZAF) -0.12%
Agricultural
Cattle -0.52%
Cocoa +0.00%
Coffee (Arabica) +0.17%
Coffee (Robusta) -1.01%
Corn +0.76%
Cotton +0.17%
Feeder Cattle -0.07%
Lean Hogs -0.09%
Lumber +2.01%
Orange Juice +1.90%
Soybean Meal +0.92%
Soybeans +0.35%
Sugar #11 -2.19%
Wheat +2.23%
White Sugar -1.71%

Must reads

HSBC China Manufacturing PMI signalled a fourth successive monthly deterioration.

China PMI April 2014

It was the inflation, stupid! (LiveMint, inflation)

Felix Salmon: “Breaking news is the most masturbatory thing journalists do. The reader couldn’t give a flying fuck who broke it.” (FelixSalmon)

Behavioral economist Dan Ariely on romance amid a racket, strategy at a buffet and approval on Facebook. (WSJ, behavioral-finance)

Good luck!

Opening Bell 02.05.2014

Your world at 9am

world equity markets 2014-05-02

Equities

Major
DAX(DEU) +0.20%
CAC(FRA) -0.23%
UKX(GBR) +0.43%
NKY(JPN) -0.23%
SPX(USA) -0.01%
MINTs
JCI(IDN) +0.31%
INMEX(MEX) +0.21%
NGSEINDX(NGA) -0.00%
XU030(TUR) +2.43%
BRICS
IBOV(BRA) -0.41%
SHCOMP(CHN) +0.30%
NIFTY(IND) -0.28%
INDEXCF(RUS) +0.09%
TOP40(ZAF) -0.16%

Commodities

Energy
Brent Crude Oil +0.04%
Ethanol +0.00%
Heating Oil -0.07%
Natural Gas +0.08%
RBOB Gasoline +0.00%
WTI Crude Oil +0.05%
Metals
Copper +0.05%
Gold 100oz +0.00%
Palladium -0.02%
Platinum -0.35%
Silver 5000oz -0.05%

Currencies

USDEUR:+0.07% USDJPY:+0.02%

MINTs
USDIDR(IDN) -0.25%
USDMXN(MEX) -0.01%
USDNGN(NGA) -0.31%
USDTRY(TUR) +0.03%
BRICS
USDBRL(BRA) -0.17%
USDCNY(CHN) +0.01%
USDINR(IND) -0.15%
USDRUB(RUS) -0.06%
USDZAR(ZAF) +0.08%
Agricultural
Cattle -0.07%
Cocoa +0.00%
Coffee (Arabica) -0.02%
Coffee (Robusta) +0.51%
Corn -0.45%
Cotton +0.00%
Feeder Cattle -0.12%
Lean Hogs -0.21%
Lumber +0.15%
Orange Juice -1.23%
Soybean Meal -0.35%
Soybeans -0.22%
Sugar #11 +0.00%
Wheat +0.47%
White Sugar +0.31%

Must reads

Japan and much of Europe suffer from a demographic problem. Their people are growing older and not enough babies are being born, which has led to an overall shrinking of the population. (WSJ)

Innovation in finance and marketing can be just as significant as innovation in technology and engineering. Meet Elon Musk – the man who is an expert in getting other people—customers, clients, rivals, the government, investors—to fund the heavy capital expenditures and infrastructure associated with his friction-filled businesses. (Slate)

The power law in play: Only 18% students from tier 2 business schools land job offers. (LiveMint)

Remember Modi’s Gujarat summits where MoUs are signed for huge investments? The rate of conversion of memorandums into actual investments is just 8.5%. The real story about the Modi economic miracle: LiveMint.

Good luck and have a nice weekend!

Opening Bell 30.04.2014

Your world at 9am

world equity markets 2014-04-30

Equities

Major
DAX(DEU) +1.46%
CAC(FRA) +0.83%
UKX(GBR) +1.04%
NKY(JPN) +0.23%
SPX(USA) +0.48%
MINTs
JCI(IDN) +0.52%
INMEX(MEX) +1.58%
NGSEINDX(NGA) -0.29%
XU030(TUR) -0.12%
BRICS
IBOV(BRA) +0.89%
SHCOMP(CHN) +0.23%
NIFTY(IND) -0.68%
INDEXCF(RUS) +0.43%
TOP40(ZAF) +0.06%

Commodities

Energy
Brent Crude Oil -0.27%
Ethanol +0.00%
Heating Oil -0.14%
Natural Gas -0.10%
RBOB Gasoline -0.24%
WTI Crude Oil -0.82%
Metals
Copper +0.16%
Gold 100oz -0.08%
Palladium -0.42%
Platinum -0.22%
Silver 5000oz -0.35%

Currencies

USDEUR:+0.03% USDJPY:-0.25%

MINTs
USDIDR(IDN) +0.00%
USDMXN(MEX) +0.04%
USDNGN(NGA) +0.40%
USDTRY(TUR) +0.10%
BRICS
USDBRL(BRA) +0.57%
USDCNY(CHN) +0.11%
USDINR(IND) -0.37%
USDRUB(RUS) -0.63%
USDZAR(ZAF) +0.05%
Agricultural
Cattle +0.00%
Cocoa -0.16%
Coffee (Arabica) +5.08%
Coffee (Robusta) +0.52%
Corn -0.15%
Cotton +0.05%
Feeder Cattle +0.03%
Lean Hogs -1.06%
Lumber +0.21%
Orange Juice -1.44%
Soybean Meal -0.16%
Soybeans -0.26%
Sugar #11 +1.00%
Wheat -0.28%
White Sugar +0.40%

Must reads

The whole Financial Technologies-NSEL-MCX mess just got messier. (LiveMint)

Hopium: Of the 88 CFO or equivalent executives surveyed in India, 76% expected revenues to grow this year while 72% expected profits to grow. India’s profit hopes were the highest in Asia. (WSJ)

Jagdish Bhagwati ❤ Modi (TOI)

Opening Bell 29.04.2014

Your world at 9am

world equity markets 2014-04-29

Equities

Major
DAX(DEU) +0.48%
CAC(FRA) +0.38%
UKX(GBR) +0.22%
NKY(JPN) -0.98%
SPX(USA) +0.32%
MINTs
JCI(IDN) -0.09%
INMEX(MEX) -0.17%
NGSEINDX(NGA) -0.77%
XU030(TUR) +1.63%
BRICS
IBOV(BRA) -0.03%
SHCOMP(CHN) +0.11%
NIFTY(IND) -0.32%
INDEXCF(RUS) +1.49%
TOP40(ZAF) -0.11%

Commodities

Energy
Brent Crude Oil +0.12%
Ethanol +0.00%
Heating Oil +0.14%
Natural Gas -0.63%
RBOB Gasoline +0.06%
WTI Crude Oil +0.01%
Metals
Copper -0.26%
Gold 100oz -0.25%
Palladium -0.20%
Platinum -0.24%
Silver 5000oz -0.30%

Currencies

USDEUR:-0.07% USDJPY:+0.02%

MINTs
USDIDR(IDN) +0.02%
USDMXN(MEX) +0.00%
USDNGN(NGA) +0.10%
USDTRY(TUR) +0.16%
BRICS
USDBRL(BRA) -0.90%
USDCNY(CHN) +0.02%
USDINR(IND) +0.04%
USDRUB(RUS) -0.45%
USDZAR(ZAF) +0.03%
Agricultural
Cattle +0.10%
Cocoa -0.11%
Coffee (Arabica) -3.17%
Coffee (Robusta) -0.66%
Corn +0.59%
Cotton +0.00%
Feeder Cattle +0.11%
Lean Hogs +0.02%
Lumber +0.21%
Orange Juice -1.45%
Soybean Meal +0.00%
Soybeans -0.28%
Sugar #11 -1.40%
Wheat -0.43%
White Sugar -1.07%

Must Reads

Don’t worry, Raghuram Rajan’s job is safe. (LiveMint) He can continue adding to the alphabet soup that is Indian banking regulation. Introducing IBBR – Indian Banks Base Rate – a common rate to which all commercial banks can link their loan rates. This is in addition to LPR, MIBOR, PLR, BPLR… Wonderful! (LiveMint)

Has the great Indian consumption story ground to a halt? HUL volume growth slows to 3% in March quarter; Godrej net profit declines 29%. (LiveMint) [stockquote]HINDUNILVR[/stockquote] [stockquote]GODREJCP[/stockquote]

You must always question the obvious, and consider alternative explanations for what you read and hear. You can’t blindly accept everything you hear as truth, nor can you cynically reject everything. Being able to discern between what is valuable and who is truthful is a critical skill for investors. (Bloomberg)

Good luck!

Opening Bell 28.04.2014

Your world at 9am

world equity markets 2014-04-28

Equities

Major
DAX(DEU) -1.54%
CAC(FRA) -0.80%
UKX(GBR) -0.26%
NKY(JPN) -1.15%
SPX(USA) -0.81%
MINTs
JCI(IDN) -0.55%
INMEX(MEX) -0.45%
NGSEINDX(NGA) -0.29%
XU030(TUR) -1.46%
BRICS
IBOV(BRA) -0.81%
SHCOMP(CHN) -1.05%
NIFTY(IND) -0.85%
INDEXCF(RUS) -1.57%
TOP40(ZAF) -0.11%

Commodities

Energy
Brent Crude Oil +0.21%
Ethanol +0.00%
Heating Oil +0.31%
Natural Gas +0.06%
RBOB Gasoline +0.24%
WTI Crude Oil +0.39%
Metals
Copper +0.00%
Gold 100oz +0.36%
Palladium +0.02%
Platinum +0.49%
Silver 5000oz +0.00%

Currencies

USDEUR:+0.07% USDJPY:-0.03%

MINTs
USDIDR(IDN) +0.17%
USDMXN(MEX) -0.01%
USDNGN(NGA) +0.07%
USDTRY(TUR) +0.06%
BRICS
USDBRL(BRA) +1.34%
USDCNY(CHN) -0.06%
USDINR(IND) -0.75%
USDRUB(RUS) +0.85%
USDZAR(ZAF) -0.13%
Agricultural
Cattle +0.00%
Cocoa -0.70%
Coffee (Arabica) -4.45%
Coffee (Robusta) -0.74%
Corn +0.54%
Cotton +0.00%
Feeder Cattle +0.00%
Lean Hogs +0.00%
Lumber +0.00%
Orange Juice -1.58%
Soybean Meal +1.37%
Soybeans +1.18%
Sugar #11 +0.29%
Wheat +0.61%
White Sugar +0.23%

Must reads

Picture factories run entirely by robots, powered by renewable energy sources like wind and the sun, creating products delivered by driverless vehicles, also run on renewable energy. The private market’s drive for efficiency and productivity has brought us ever closer to a world in which the marginal cost to produce just about everything will inch closer and closer to zero. Is capitalism driving itself out of business? (Fortune)

Does Putin want war? What analysts are saying: WSJ

Is real-estate a good investment? Point/counterpoint: AWOCS

We seem doomed to keep repeating financial crises. Primarily because crises are rooted in the human desire to innovate. Many great innovations through the centuries have been accompanied by manias and crashes. So we must accept crises as a cost of progress. (FT)

Good luck!