Conjuntura: as últimas

Do RGE Monitor:

• "Chinese exports declined by 2.8% y/y in December, the second consecutive month of contraction. Imports reportedly fell 21.3% ... Shipments to the EU, China’s biggest export market, fell 3.5% in December and Shipments to the U.S. slipped 4.1% (both y/y) ..."
  

• "S&P said Spain’s top-notch ‘AAA’ credit ratings could be downgraded because of pressure on its public finances in view of sharp recession. Same verdict for Ireland and Greece on Jan 9. Debt-laden Italy, with a debt-to-GDP ratio of 104%, and Portugal, with a current account deficit of 12%, are expected to face warnings soon. (The UK could be in danger as its collapsing housing market defies hopes of recovery)..."

• "US Trade deficit fell 29% in Nov 2008 (most in 12 years) to $40.4 bn (smallest since Nov 2003) from $56.7 bn in Oct as the contraction in imports exceeded the contraction in exports..."

  
  
• "While spot prices for commodities took a severe hit in 2008, contract prices have yet to fall, pending contract negotiations in March 2009 for the 2009/10 contract year which starts April 1, 2009. With spot prices dipping significantly below contract prices and numerous reports of canceled shipments, it appears that the upcoming annual contract negotiations will be challenging for suppliers..."