06/03/2013 Live Update

Cobra

opening statement. $ES_F
http://bbs.cobrasmarketview.com/ ... mp;p=132165#p132165

天地

Cobra

members only update starts here: http://www.cobrasmarketview.com/2013/06032013-intra-day-update/

oldpigwang

Talk about very short term low(maybe in)? or longer term low?

源济

盘前：ISM数据前美股期指上扬

　　新浪财经讯 北京时间6月3日晚间消息，周一盘前美股期指走高。欧洲经济数据利好，抵消了利空中国数据的影响。投资者将迎来制造业调查数据。

　　美东时间6月3日08:47(北京时间6月3日20:47)，道琼斯工业平均指数期货上涨65.00点，报15,165.00点，涨幅为0.43%；纳斯达克[微博]100指数期货上涨6.50点，报2,986.75点，涨幅为0.22%；标准普尔500指数期货上涨4.25点，报1,633.25点，涨幅为0.26%。

　　上周五美国股市大幅收跌，Rockwell Global Capital公司首席经济学家皮特-卡迪罗(Peter Cardillo)表示：“我们预计股市将会回升。本周经济数据众多，这会使猜测联储动向的游戏继续玩下去。我们预计股市波动性将变大。”

　　本周美国将迎来大量经济数据，周五将公布5月份的非农就业数据。

　　5月供应管理协会ISM制造业指数将在美东时间周一上午10点公布。ING公司分析师表示，鉴于中国数据利空，美国ISM指数也值得担忧。


　　上周的经济数据好坏参半，周五美股收跌。道指周五下跌208.96点或1.36%，收于15,115.57点，为4月中旬以来的最大跌幅。标普500指数下跌23.67点或1.43%，收于1,630.74点。

　　在整个5月份，道指上涨了1.9%，标普500指数上涨2.1%，纳指上涨3.8%。

　　卡迪罗表示：“应该观察今天股市能否收涨。如果收涨，那将强化我们对股市继续表现良好的信心，但波动性将很大，知道来自联储的威胁变小。”

　　汇丰银行的中国采购经理人指数表明中国制造业减速。周一日经指数收跌3.7%，美元对日元汇率增幅收窄。

　　欧洲股市反弹，此前欧洲的采购经理人指数表明欧元区经济下滑速度放缓。分析师称，这份数据将使欧洲央行在周四维持利率不变。

　　纽约商业交易所黄金期货价格上涨3美元，报每盎司1396美元。原油期货价格74美分，报每桶92.72美元。(张俊)

源济

华尔街早餐：周一美股盘前必读

2013年06月03日 20:21  新浪财经

　　盘前重要新闻

　　欧元区制造业PMI创15个月新高。Markit欧元区5月制造业PMI由4月的46.7升至48.3，为2012年2月以来新高，同时为四个月来萎缩幅度首次放缓。法国和德国PMI终值均好于初值，分别为13个月和3个月高点。

　　末日博士鲁比尼：黄金(1395.40,2.40,0.17%)2014年前跌破1000美元。鲁比尼周末给出六点理由解释黄金泡沫为何已经破裂。鲁比尼称黄金仍是“愚昧时期遗物”，没有内在价值，只是作为“无理性担忧和恐慌”的对冲物。不过鲁比尼曾2009年放言金价超过1500是痴人说梦，结果金价此后一度升至1920美元。

　　日股周一大跌3.7%。周一日股大跌，东京股市日经225指数收盘跌3.72%、收于13,261.82点，为六周来最低。东证指数收于1,096.95，跌幅3.4%。上周五美股大幅下跌、日元走高以及中国制造业数据疲软打压投资者情绪。澳大利亚ASX200指数收盘跌0.7%；韩国综合指数跌0.57%。

　　SOHO中国等投资者以7亿美元收购通用汽车办公楼。据道琼斯通讯社报道，包括SOHO中国首席执行官张欣在内收购团收购了通用汽车在曼哈顿市中心办公楼的40%的股份。报道称张欣等投资者人同意以7亿美元从中东主权基金手中这一办公楼的少数股权。

　　土耳其骚乱致股市重挫。周一土耳其基准股指大幅下跌，由于不满政府多项举措而爆发的土耳其全国大游行活动2日仍在持续，伊斯坦布尔的抗议者周末与警方爆发冲突。北京时间20:15，伊斯坦布尔国家30指数下跌7.8%。

　　美国法院今日开审苹果公司操纵电子书价格案。据美国IT网站PCWorld报道，当地时间周一，美国纽约市地方法院将开庭审理苹果公司操纵电子书价格一案，而根据主审法官此前的表态，苹果公司很有可能会在庭审中败诉。

　　中国日前发布的经济数据指向不一。周一公布的两项指标显示5月份制造业和非制造业活动更加疲软，而上周六公布的调查数据则表明中国制造业活动出现温和改善。5月汇丰中国PMI创8个月新低。(俊逸)

Bigmouth

Cobra

possible double bottom. $SPY, $SPX, $ES_F
http://bbs.cobrasmarketview.com/ ... mp;p=132179#p132179

Cobra

members only update at 10:31 am
http://www.cobrasmarketview.com/2013/06032013-intra-day-update/

棋王

棋王

Construction Spending Manages Small Rebound in April

Construction spending increased 0.4% in April after declining an upwardly revised 0.8% (from -1.7%) in March.

Private construction spending rose 1.0%.

Residential construction, which was supposed to be a positive contributor to construction spending growth in April, fell 0.1%. The drop was the result of a sharp decline in home improvement spending (-3.2%). Spending on new structures was up 1.7%, which was in-line with the gain in the number of new homes under construction that was reported in the housing starts report.

Nonresidential construction spending rose 2.2% in April. Nearly the entire gain was the result of an unsustainable 10.8% increase in spending in the power sector. Spending from office (-2.1%) and manufacturing (-2.6%) showed large declines.

Public construction spending fell 1.2%.

棋王

It was a fitful start for the equity market as the S&P 500 vacillated between positive and negative territory with little conviction among today's participants.  That seemed to change, however, shortly after the release of the May ISM Index at 10:00 a.m. ET.  Overall, the ISM was a particularly disappointing report, checking in at 49.0 versus the consensus estimate of 50.9 and the prior month's reading of 50.7.  The reading for May was the lowest reading since June 2009.

A number below 50 denotes contraction in manufacturing activity.  Although some of the regional manufacturing reports had presaged the ISM weakness, the very strong Chicago PMI report on Friday shifted the market's perspective into thinking the ISM number would also produce a positive headline surprise.

Didn't happen and that is essentially why the market took off on the headline disappointment.  In brief, it was a case of interpreting the bad news as being good news insomuch as it relates to the Fed's asset purchase program.  Signs of weakness support the notion that the Fed will continue to find reason to hold off on tapering its asset purchases.  That could change with Friday's employment report, but there was no mistaking the knee-jerk reaction of the market to the weak ISM number:
•Treasuries caught a nice bid, recouping earlier losses.  The 10-year note is now up 15 ticks with its yield slipping to 2.10%
•The S&P Utilities sector, which was down 1.1% shortly after the open, is now up 0.1% for the session; and
•The US Dollar Index (DXY) is down 0.5% and is at session lows

棋王

Sector Summary: Technology (XLK -0.1%) trading just lower today along with the broader market

The tech sector is trading slightly lower today, in line with losses in the broader market. Semiconductors are showing relative strength, however, with the SOX trading 0.3% higher. Within the chip index, INTC (+3.8%) is a notable standout following an upgrade. Among other major indices, the SPY is trading 0.1% lower today, while the QQQ is down 0.5% and the NASDAQ is trading 0.3% lower on the session. Among tech bellwethers, INTC (+3.8%) is showing notable strength, while FB (-1.8%) is under pressure.

There was not notable earnings in tech this morning.

In news, PACT's (+0.4%) Special Committee engaged a financial advisor.

In notable analyst upgrades this morning in the tech space, Baird upgraded LFUS (+1.2%) to Outperform, INFY (+5.3%) was upgraded to Buy at BofA/Merrill, and FBR upgraded INTC (+3.7%) to Outperform.

Among notable downgrades in tech, FFIV (-5.4%) was downgraded to Equal-Weight at Morgan Stanley and TRIP (-3.3%) was downgraded to Hold at Stifel.

SAI (+3.4%) is the only notable name in tech scheduled to report after the close

棋王

Morning Commodities: Precious Metals Get Boost Following Decline In Dollar Index

Commodities rallied, mostly metals, following the notable drop in the dollar index due to the 10:30am ET econ data that hit. Gold spiked to a new session high, silver rallied back near its HoD and crude oil ran to a new HoD.

Dollar index extended losses in recent minutes, remaining below 83 here. July crude oil remains near $93 in current action.. now at $92.99, up 1.1%. Natural gas is near the $4.00 level.. now $4.01, up 0.7%.

Precious metals remain near session highs, but copper has reversed and is just showing a modest gain. Aug gold is now +0.8% at $1404.80/oz, July silver is +1.3% at $22.53/oz, July copper is +0.5% at $3.31/lb.

棋王

灌水很累阿。。。

Cobra

3 push down so might be 2 legged rebound here. $SPY, $SPX, $ES_F
http://bbs.cobrasmarketview.com/ ... mp;p=132191#p132191

yaobooyao

棋王 发表于 2013-6-3 09:46 AM
灌水很累阿。。。

copy / paste 也喊累啊。

鼓励一下，加点工分。

yaobooyao

Cobra 发表于 2013-6-3 09:55 AM
3 push down so might be 2 legged rebound here. $SPY, $SPX, $ES_F
http://bbs.cobrasmarketview.com/vi ...

NND,  SDS 卖在日内最低点，挣了张车票钱。

大盘可能还有跌，因为我chicken out了。。

棋王

yaobooyao 发表于 2013-6-3 09:57 AM
copy / paste 也喊累啊。

鼓励一下，加点工分。

copy / paste 那也是技术活阿，嘻嘻
谢姚大加分

棋王

图就不贴了，，，
老蛇的图独步天下了。。。