Newsgroup: it.economia.borsa
Titolo: fiducia dei consumatori.proviamo a indovinarla?

considerando l'ultimo periodo di borsa, dovrebbe essere a terra, ma
considerando che una qualche ripresa nel manifatturiero si č ultimamente
registrata, potrebbe essere meglio di quel che ci si aspetta.
per me non sarą un bel dato, ma potrebbe non essere proprio bruttissimo.
per voi?
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oc...@softhome.net

 per voi?
Boh se gli americani fossero razionali il dato dovrebbe essere pesantemente
negativo, ma visto come ragionano non mi stupirei di rivederlo sopra quota
100

 per voi?
Al di là di quale sarà il dato ufficiale sulla fiducia, imo il fatto
che il saldo commerciale sia migliorato mentre il $ è rimasto
forte è un chiaro indizio di riduzione della propensione al
consumo, mi spiego meglio:
i consumatori americani hanno ridotto l'acquisto di beni d'importazione
(saldo commerciale migliorato) e lo hanno
fatto mentre i beni d'importazione sono ancora relativamente
convenienti rispetto ai beni prodotti in Usa  ($ forte) .
Questo mi fa pensare che i consumatori non consumino
semplicemente meno beni d'importazione, ma anche meno
beni prodotti in Usa, cioè una riduzione della propensione
al consumo .
Sotto ho copiato l'ultimo report sul saldo commerciale,
riguardo alle importazioni di beni il calo in un mese era di
6.7 mld di $
Saluti
EE
The February trade deficit surprised most economists by posting a sharp
decline to -$26.99 billion against expectations of -$32.00 billion. Imports
contracted sharply, while exports realized a slight gain. The dramatic
decrease in imports is an indicator that the U.S. economy is absorbing fewer
resources as its pace of activity slows.
Exports of goods increased from $64.58 billion in January to $65.24 billion
in February, while purchases of foreign services increased slightly to
$25.22 billion from $25.00 billion. Most of the export strength was derived
from a surge in civilian aircraft shipments, which increased to $2.76
billion from January's level of $1.57 billion. Among goods categories,
exports of manufacturing goods increased to $50.2 billion from January's
$49.5 billion. Exports of advanced technology posted a second consecutive
decline, falling to $18.1 billion in February from the January level of
$18.4 billion. Exports of autos and auto parts were off by $970 million.
U.S. imports of goods decreased to $98.6 billion from January's level of
$104.1 billion, while service imports held steady at $18.8 billion. Among
goods categories, U.S. imports of autos and automobile parts fell by $131
million. Imports of advanced technology were off by $1.5 billion, while
imports of manufacturing goods decreased by $6.7 billion. Imports of total
energy-related crude and petroleum products fell to 347.9 million barrels
from January's level of 415.5 million barrels. That contraction translates
into the value of crude petroleum imports falling to $8.79 billion in
February from the previous month's level of $10.49 billion. This occurred
despite the fact that the average oil import price gained in February to
$23.76/bbl from January's $23.13/bbl.
The trade deficits with Canada, our largest trading partner, decreased
to -$4.47 billion from the January record level of $5.87 billion. The trade
deficit with Mexico, our second largest trading partner, fell by $647
million to $1.45 billion. The deficit with China, at $5.07 billion, pulled
back from its recent record of $7.23 billion. The size of the U.S. trade
deficit with Western Europe stands at $3.33 billion, which is $2.28 billion
lower than in the previous month, and more than $4 billion lower than the
December 2000 deficit.

concordo è una spiegazione che calza alla perfezione

 wrote in message
OscF6.177732$lj4.5...@news6.giganews.com...
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