“En el mundo de los negocios, el espejo retrovisor es siempre más claro que el parabrisas” Warren Buffett

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#balances y #datos 21 al 25.9 Tweet #fijo 18 al 25.9 #Datos adjuntos PMI MANUFACTURERO PMI SERVICIOS REDBOOK PEDIDOS DESEMPLEO
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Premarket movers: Mag 7 stocks are mostly higher (Tesla (TSLA) +1.1%, Nvidia (NVDA) +0.7%, Amazon (AMZN) +0.6%, Alphabet (GOOGL) +0.4%, Apple (AAPL) +0.1%, Microsoft (MSFT) little changed, Meta Platforms (META) -0.5%). Akamai Technologies (AKAM) rallies 20% after the cloud provider inked a seven-year $11.6 billion deal to provide computing power to Anthropic. Atlas Energy (AESI) gains 6.9% after it announced a purchase agreement with Wyoming Machinery Company for $340.5 million of Balance of Plant equipment for a power generation project. The companies also separately agreed to a 328 megawatt power deal under an agreement with Caterpillar Inc. Comcast Corp. (CMCSA) is down 1.9% after KeyBanc Capital Markets cut its recommendation to underweight from sector weight on weakness in broadband. Nike Inc. (NKE) is down 2% after BofA cut its recommendation on the athletic footwear and apparel company to underperform from neutral, and pushes the expectation for a sales turnaround into F2028. Nike reports 1Q earnings on Oct. 1. People Inc. (PPLI) jumps 9.9% on a report that MGM Resorts is discussing making a bid to purchase the Barry Diller-owned media giant. Twilio Inc. (TWLO) is down 3.5% as HSBC downgrades the communications software company to reduce from hold, seeing “limited evidence that Twilio will capture higher-margin AI software” revenue. Zscaler (ZS) falls 3.4% after the security software company announced the appointment of Ross Tackett as chief revenue officer, effective Oct. 1.
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The oil market manipulation continues... We are being flooded with fake news reports that a deal is near... even though Iran has already denied them. The Houthis blowing up Saudi energy infrastructure doesn't seem to matter. This shitshow will become much worse before it gets better. Brace for inflation.
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US Durable Goods Orders (M/M) Aug P: 0.0% (est -0.3%; prev 1.1%; prevR 0.9%) - Durables Ex-Transportation (M/M): 0.3% (est 0.6%; prev 0.4%) - Cap Goods Orders Nondef Ex Air (M/M): 1.6% (est 0.6%; prev 0.0%) - Cap Goods Ship Nondef Ex Air (M/M): 0.6% (est 0.8%; prev 1.2%)
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Una alternativa es depositarlos en una cuenta bancaria, siempre que la entidad adhiera a un mecanismo habilitado por el Banco Central de la República Argentina (BCRA). Deberían PONER LA LISTA !
Un mecanismo del Banco Central permite ingresar al sistema financiero los billetes de serie antigua. Qué requisitos deben cumplir y cuáles quedan afuera. ebx.sh/6Xl7z7
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Asi el PRE DXY 100.2
Viernes 25
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Ayer $META desplazo a $SPCX
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Hoy MULC FIJA TIPO DE CAMBIO de Linked vto setiembre A3500
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Watcher Guru: JUST IN: 🇰🇵 Bitget crypto exchange says the $350 million hack is likely linked to North Korea. @WatcherGuru JUST IN: 🇺🇸 $2.8 trillion Citi says investors should buy the next US stock market pullback. @WatcherGuru
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Watcher Guru: JUST IN: 🇰🇵 Bitget crypto exchange says the $350 million hack is likely linked to North Korea. @WatcherGuru ?.... JUST IN: 🇺🇸 $2.8 trillion Citi says investors should buy the next US stock market pullback. @WatcherGuru
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BRICS News: JUST IN: 🇰🇷🇺🇦 South Korea says President Zelensky broke confidentiality by disclosing transfer of captured North Korean soldiers from Ukraine war. @BRICSNews JUST IN: 🇮🇷🇾🇪 Iranian President says Yemen's Houthis are "responsible for their own actions." "Iran does not gives orders to the Houthis." @BRICSNews JUST IN: 🇷🇺🇺🇦🇺🇸 Russia says a trilateral meeting between the US, Russia and Ukraine could take place in the near future. @BRICSNews JUST IN: 🇮🇶🇮🇷 Iraq's Erbil and Sulaymaniyah airports suspend all flights to and from Iran starting today. @BRICSNews JUST IN: 🇷🇺🇺🇸 Kremlin says President Putin and President Trump discussed a potential trilateral meeting between Russia, the US and Ukraine. @BRICSNews JUST IN: 🇺🇸 International Criminal Court is insulated against US sanctions, Deputy Prosecutor says. @BRICSNews JUST IN: 🇸🇦🇹🇷 Saudi Arabia, Turkey and Pakistan plan urgent military talks under their joint defense agreement following Houthi attacks on the Kingdom. @BRICSNews
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ACTIVIDAD CAYÓ -2,9% MENSUAL DESESTACIONALIZADO EN JULIO, SEGÚN EL EMAE, LA PEOR CAÍDA PARA CUALQUIER MES DESDE LA PANDEMIA EN 2020; EN TÉRMINOS INTERANUALES LA ECONOMÍA CAYÓ 1,4% Y EL ARRASTRE ESTADÍSTICO PARA TODO 2026 PASÓ A SER LIGERAMENTE NEGATIVO; RESPECTO AL ÚLTIMO EMAE DE AF, LA ECONOMÍA ESTÁ 2,2% ARRIBA. 1816
Porque no unifican ??? O mecon q informe mas las 3 del indec O indec que agregue lo de mecon Sugerencia
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1816 EN UN CONTEXTO MUY MALO PARA LA DEUDA ARGENTINA, LA PROVINCIA DE SAN JUAN IGUAL LOGRÓ EMITIR LOS USD 600 MM QUE BUSCABA EN EL EXTERIOR AYER; LA TASA DE CORTE FUE 9,875%. San Juan salió al mercado internacional por primera vez en este siglo y se transformó en la séptima provincia en emitir en el exterior en la era Milei. Las otras fueron Córdoba, CABA, Santa Fe, Entre Ríos, Chubut y Neuquén y entre las 7 llevan colocados USD 5.475 millones entre 2025 y 2026. Sumando San Juan, Tecpetrol, YPF y Vista, provincias y empresas han colocado USD 2.650 millones offshore en lo que va de septiembre. San Juan informó a la prensa que el libro de ayer alcanzó los USD 1.037 millones.
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Cybertruck Escucha
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EPISODIO 1379 Irán ofrece reabrir el estrecho de Ormuz y retomar las negociaciones con EE. UU. El canciller iraní, Abbas Araghchi, dijo que Teherán presentó a Washington una propuesta que permitiría reabrir Ormuz y retomar las negociaciones para un acuerdo definitivo. Irán exige que EE.UU. cumpla determinadas condiciones en un plazo de 7 días para avanzar. La propuesta fue transmitida mediante mediadores. Desde la Casa Blanca señalaron que existen “discusiones positivas y constructivas” a través de los mediadores.
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Para el fin de
FT Exclusive: David Beckham has landed a $51mn dividend windfall from his fast-growing commercial operations after his work with multiple brands at the Fifa World Cup helped take earnings to a record level last year. ft.trib.al/ZX0QMws
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$ORCL signed its New Mexico data center lease on “hell-or-high-water” terms meaning rent is locked in whether or not power is secured yet. The site is still working through air permits and pipeline approvals as Oracle pushes ahead with the buildout.
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