TVPP TVPA TVPY Cupones Vinculados al PBI

[criacuervos]

Hace diez años que la Argentina esta embargada... inhibida ... y destrozada... no hace falta andar diciendolo todos los dias... a los que lo sabemos desde siempre nos sorprende el asombre de la gente ...

Ademas , con solo verla , se nota de lejos... yo a los embargados e inhibidos los saco con solo mirarlos sin necesidad de verlo el expediente..

Nanito ... si estas arrepentido decile a tu banco que no mande la orden porque tiene tiempo hasta el ulitmo dia...

Consejos sobre entar o no , por aca , no doy...

[martin]

Así es Puma. Lo titulan de manera alarmista como hace unos días que iban a pedir embargos de los funcionarios del gobierno y del propio K . Algo graciosísimo...
Hacen lo que los medios que anunciaban un exitaso del canje pero exagerando para el otro lado. El canje es un fracaso pero la pavada esa del Banco Nación y del pedido de embargo a los funcionarios es francamente risible.

[puma.ar]

Como que no te la esperabas ??... esa la publique hace mas de 20 dias ... estaba desde antes del canje ese pedido... yo lo puse...ahora lo van blanqueado ante el fracaso.... pero es viejo.... .

Lo interpreto más como una "jugadita de Clarin", republicando merca vieja en dias feriados, que como un "blanqueo oficial".

[Filiberto]

Lee esto Luis...

Rita Nazareth in New York at rnazareth@bloomberg.net; Susanne Walker in New York at swalker33@bloomberg.net.

Last Updated: May 24, 2010 16:29 EDT

No sé inglés, veré con el traductor.
Graciasss!!!

[martin]

Si los bonos (que en mi opinión son activos muy diferentes a los cupones) siguen bajando lo harán por otras razones ajenas al canje. El canje ya fue....

[criacuervos]

Como que no te la esperabas ??... esa la publique hace mas de 20 dias ... estaba desde antes del canje ese pedido... yo lo puse...ahora lo van blanqueado ante el fracaso.... pero es viejo.... te anticipo lo que viene ... "bueno, en realidad se ha sobredimensionado la importancia de este canje, en realidad no modifica el escenario , se hizo para atender a una obligacion moral de la Argentina con aquellos que habian confiado, pero la solidez de nuestras cuentas nos permite prescindir del credito por la proxima decada ......"" ese el discurso que viene.... y un dia te levantas y estas en dafault , con el pais en llamas , y estos monos exilados en Venezuela.... y todos los que escriben aca a favor te van a decir que lo sabian desde el primer dia.... y la grande de Muzza en Guerrin 80 mangos....

[martin]

"descontó todo lo malo"

[martin]

Sinceramente, más allá de como lo interprete el mercado, un embargo del banco Nación en New York no afecta nada pero nada el canje y no es algo que revista ninguna consecuencia real porque el banco nación no debe tener un mango en new York y si lo tiene debe ser algo marginal. Ojo que yo dije que el canje, por ahora, es un fracaso. Lo bueno es que el mercado ya sabe que el canje es un fracaso y ya perdió toda expectativa por este canje lo que quiere decir que descontó todo malo.

[puma.ar]

Esta si que no me la esperaba. Pensar que el viernes a ultima hora estuve tentado de comprar Tvpp y Tvpy ( 80 y 20) y como el finde. era larguisimo no me anime, creo que estuve atinado, veremos los proximos dias que sucede pero en este escenario de tanto cagazo en todo el mundo me parece que esta noticia no es nada alentadora.

Me parece que no es para tanta alarma, es una de las tantas contradanzas que se despliegan en éste tipo de bailes.

[puma.ar]

Flojos los bonos ... borrosos... yo no los tco... no pongo ... sos loco ? no compro Moron Soho ... otro hoyo roto.... yo lo conozco.. son chotos... roñosos... yo rompo todo.. pongo molotov... lo corto ... compro sorongo, coloco porongo.. con Soros.. con oro... no como, no lloro, no tomo... no cobro.... mondongo .. stop .. looosss.

(el desborde de talento y de alegria del bocentenario me tiene contagiado)

Fina ironía,... como canapé de polenta!

[pablo9494]

En los futuros que veo en Bloomberg está el DJ a menos de los 10.000 puntos...¿qué pasará?

Lee esto Luis...

U.S. Stocks, Euro Retreat, Treasuries Gain on Debt Crisis

May 24 (Bloomberg) -- U.S. stocks slid and Treasuries rose, with 10-year yields near the lowest level in a year, while the euro erased most of last week’s gain versus the dollar as the seizure of a Spanish bank fueled concern the fallout from Europe’s debt crisis isn’t over.

The Standard & Poor’s 500 Index fell 1.3 percent to 1,073.65 at 4 p.m. in New York and the Dow Jones Industrial Average tumbled 126.82 points, or 1.2 percent, to 10,066.57, its lowest close since Feb. 10. The yield on the benchmark 10-year Treasury note fell 3 basis points to 3.21 percent, near the 3.1 percent low reached May 21. The euro lost 1.6 percent to $1.2374, near its level before last week’s 1.7 percent rally. Oil and copper gained on signs China may delay measures to slow economic growth.

Signs of strains in credit markets are emerging as European leaders struggle to halt a debt crisis triggered by swelling government budget deficits. The Libor interest rate banks charge each other for three-month loans in dollars has climbed to the highest since July. The Bank of Spain removed the managers of CajaSur, a savings bank crippled by property loan defaults, and put the lender under a provisional administrator.

“There’s a little new twist to the European crisis,” said Bruce McCain, chief investment strategist at Cleveland-based Key Private Bank, which manages $25 billion. The seizure of the Spanish bank and a higher Libor rate “enhance fears about the European banking system and the impact that could have in the U.S. banking system and the economy worldwide.”

Financials Lead Declines

JPMorgan Chase & Co. and Bank of America Corp. lost more than 3.5 percent to lead the Dow lower and financial shares tumbled 2.9 percent as a group for the biggest drop among 10 industries in the S&P 500. Apple Inc. jumped 1.8 percent after Morgan Stanley advised buying the stock as one of its “best ideas” picks and raised its price estimate.

Corporate bond sales are poised for their worst month in a decade, while relative yields are rising the most since Lehman Brothers Holdings Inc.’s collapse, as the response by lawmakers to Europe’s sovereign debt crisis fails to inspire investor confidence. The U.S., Spain and Greece are among developed nations whose borrowings put them in a “ring of fire” amid sovereign debt concerns, said Pacific Investment Management Co., which runs the world’s biggest bond fund.

‘Ring of Fire’

“While the support declared by European leaders and the International Monetary Fund quelled concerns of sovereign risk spreading, Greece’s ability to refinance near-term debt remains a risk,” said John Wilson, head of the Australian unit of Newport Beach, California-based Pimco, in an e-mailed statement today. “Other developed countries in this ‘ring of fire’ are Ireland, Spain, France, U.S., U.K., Italy, Portugal and Japan.”

The London interbank offered rate, or Libor, for three- month loans in dollars rose to more than 0.5 percent for the first time since July 24, data from the British Bankers’ Association showed today. The rate climbed to 0.51 percent, the highest level since July 16, from 0.497 percent at the end of last week, on concern about the quality of banks’ collateral amid the euro-region’s financial crisis.

“At what point does this end?” said Jason Cooper, who manages $2.5 billion at 1st Source Investment Advisors in South Bend, Indiana. “We need more definitive answers to what’s going on over there.”

Spain’s Ibex 35 Index tumbled 1.3 percent, erasing most of its 1.5 percent advance in the previous session.

Spanish Banks

Spain’s worst recession in 60 years has driven up defaults at the country’s banks, which have until the end of June to seek aid from a government fund of up to 99 billion euros ($123 billion) as the regulator seeks to hasten mergers between ailing lenders to ease over-capacity and help them recapitalize.

Four Spanish savings banks plan to combine to form the nation’s fifth-largest banking group with more than 135 billion euros ($168 billion) in assets. Caja de Ahorros del Mediterraneo, Grupo Cajastur, Caja de Ahorros de Santander y Cantabria and Caja de Ahorros y Monte de Piedad de Extremadura have submitted their proposal to Spain’s central bank, they said today in a filing.

The decline in U.S. equities came even as the Stoxx Europe 600 Index rose 0.4 percent to rebound from a six-month low, led by gains in mining shares, amid speculation equities may have fallen too far on concern about the region’s debt crisis. Rio Tinto Group jumped 1.7 percent to lead gains in basic-resources companies.

Brazil’s Bovespa index erased an earlier advance to close 0.6 percent lower. The MSCI Emerging Markets Index climbed 0.4 percent after China’s shares rallied on speculation the government will delay taking more steps to slow its economic growth.

Oil, Copper

The speculation over China policy also boosted commodities. Crude oil for July delivery rose 17 cents, or 0.2 percent, to $70.21 a barrel in New York. Prices are down 12 percent this year and up 14 percent from a year earlier.

Copper futures for July delivery climbed 8.65 cents, or 2.8 percent, to $3.1475 a pound on the Comex in New York.

The Shanghai Composite Index rallied 3.5 percent, the biggest gain since Oct. 9.

Policy makers in China, the world’s fastest-growing major economy, should be cautious in introducing new tightening measures as the global economic environment is complex, Xu Lianzhong, an official with the National Development and Reform Commission’s price monitoring center, wrote in a commentary published today in the China Securities Journal.

To contact the reporters on this story: Rita Nazareth in New York at rnazareth@bloomberg.net; Susanne Walker in New York at swalker33@bloomberg.net.

Last Updated: May 24, 2010 16:29 EDT

[Filiberto]

En los futuros que veo en Bloomberg está el DJ a menos de los 10.000 puntos...¿qué pasará?

[Pascua]

Hay que ver que pasa domani.-1.24 el DJ (pero habiamos quedado que se habia despegado el cupon de este indice no?) Hubo anuncios de nuevos ajustes afuera pero no veo la influencia positiva (para nosotros) por ningun lado.