Перед открытием рынка фьючерс S&P находится на уровне 2,407.75 (+0.24%), фьючерс NASDAQ повысился на 0.39% до уровня 5,753.50. Внешний фон нейтральный. Основные фондовые индексы Азии завершили сессию в плюсе. Основные фондовые индексы Европы на текущий момент преимущественно снижаются. Nikkei 19,813.13 +70.15 +0.36% Hang Seng 25,630.78 +202.28 +0.80% Shanghai 3,107.87 +43.80 +1.43% S&P/ASX 5,789.63 +20.65 +0.36% FTSE 7,509.25 -5.65 -0.08% CAC 5,344.53 +3.19 +0.06% DAX 12,628.69 -14.18 -0.11% Июльские нефтяные фьючерсы Nymex WTI в данный момент котируются по $50.75 за баррель (-1.19%) Золото торгуется по $1,256.60 за унцию (-0.28%) Фьючерсы на основные фондовые индексы США на премаркете демонстрируют позитивную динамику. Поддержку рынку продолжает оказывать обнародованный накануне протокол майского заседания ФРС, который показал, что представители регулятора ожидают, что экономика США наберет обороты после замедления экономического роста в первом квартале, и они в скором времени повысят процентные ставки. Однако они отметили, что ФРС не стоит действовать, пока она не получит подтверждения, что отмеченное замедление было временным явлением. Фьючерсы на ставку ФРС указывают, что трейдеры оценивают вероятность повышения процентных ставок американским ценробанком в июне в 83%, как и до публикации протокола. В то же время шансы на дальнейшее увеличение ставок в этом году снизились до 46% против 50%, отмеченных в конце вторника. Основное внимание инвесторов сосредоточено на итогах встречи ОПЕК, на которой обсуждался вопрос продления срока действия соглашения о сокращении объема добычи нефти. Как стало известно, ОПЕК проголосовали за продление сделки на 9 месяцев, до марта 2018 года. Участники рынка также оценивают последний еженедельный отчет Министерства труда, который показал, что число американцев, подавших заявки на пособие по безработице, на прошлой неделе выросло меньше, чем ожидалось, а четырехнедельная скользящая средняя упала до 44-летнего минимума, что предполагает дальнейшее ужесточение ситуации на рынке труда. Согласно отчету, первичные обращения за пособием по безработице увеличились на 1000 и с учетом сезонных колебаний достигли 234 000 за неделю, закончившуюся 20 мая. Это увеличение последовало за тремя неделями снижения. Экономисты прогнозировали, что новые заявки на пособие по безработице впервые на прошлой неделе вырастут до 238 000 человек. Это была 116-я неделя подряд, когда первичные обращения остаются ниже 300 000, что было порогом здорового рынка труда. Это самый продолжительный период с 1970 года, когда рынок труда был меньше. Четырехнедельная скользящая средняя первичных обращений, которая считается лучшим показателем тенденций на рынке труда, поскольку она улавливает недельную изменчивость, снизилась на 5750 до 235 250 на прошлой неделе, это самый низкий уровень с апреля 1973 года. Сила рынка труда подтверждает мнение о том, что внезапное замедление экономического роста в первом квартале было, вероятно, временным, что могло бы побудить Федеральный резерв поднять процентные ставки в следующем месяце. Среди сообщений корпоративного характера стоит отметить квартальную отчетность компании HP Inc. (HPQ). Согласно обнародованному накануне отчету, показатель прибыль прибыль на акцию (EPS) компании по итогам второго квартала 2017 финансового года (ФГ) достиг $0.40 (-2.4% г/г), что оказалось на $0.01 выше среднего прогноза аналитиков. В тоже время квартальная выручка HP Inc. составила $12.400 млрд. (+7% г/г), что оказалось почти на 4% больше, чем предполагал средний прогноз аналитиков. Кроме того, компания сообщила о повышении своего прогноза показателя прибыль на акцию на 2017 год до $1.59-1.66 против среднего прогноза аналитиков $1.62. Акции HPQ на премаркете подскочили на 3.6%. После закрытия торговой сессии в фокусе будет находиться выступление представителя ФРС Каплана (22:00 GMT).Источник: FxTeam
It has been a seesion of violent, volatile gaps, starting with sharp gap up in S&P futures on Wednesday night, just around 10pm, which saw ES spike and rally to new all time highs on no news... ... which in turn helped generate a sea of green in Asian stock markets, with the Kospi rising after the Bank of Korea left rates on hold, while China's H shares surged 1.5% higher and the SHCOMP eventually closing up 1.4%; more interesting is that just an hour after the sudden jerk in S&P futures, there was a similar gap higher in both the on and offshore Chinese Yuan, with the CNY surging 0.25% within a 5-minute span... ... which a few hour hours later was followed by a sharp spike lower in both Brent and WTI after OPEC announced that despite "whispers" of a production cut, it was likely to stick with just the largely "priced in" 9 month extension, which yanked Brent back under $54 and WTI below $51... ... in turn sending the DAX and European stocks sharply lower in what until then had been a quiet morning session. And all throughout these sharp, sudden gaps and spike, US Treasuries remains well bid, while the VIX was again slammed back under 10 as the momentum chasing and stop hunting algos have fun in an increasingly more illiquid, fragmented and broken "market." And while traders remain focused on oil as the anticlimatic OPEC Vienna meeting concludes, and which has emerged as a "sell the news" event, we go back to the Chinese currency which surged the most in 2 months after at least two Chinese banks sold dollars in the onshore market, driving the yuan higher, according to three traders quoted by Bloomberg. The suggestion is that Beijing was directly manipulating the currency as the PBOC’s daily fixings had "materially diverged" from the prescribed formula, resulting in a gap between the reference rate and currency’s spot value, Khoon Goh, head of Asia research for Australia & New Zealand Banking Group in Singapore, writes in note Thursday. So, instead of sticking to fixing formula, the central bank opted for active intervention to narrow the difference, considering Thursday’s trading. According to Goh, the main rationale for stronger reference rates could be to prevent CFETS RMB Index from dropping too much as the dollar weaken. Ironically all of this took place just hours after the said that PBOC’s injection of U.S. dollars into the market when necessary isn’t exchange-rate manipulation. It followed this up with some very blatant and direct FX manipulation just to be safe. Whatever the reason, this was the first session in months in which the Yuan saw an unexpected burst of volatility, which as observed previously may be the catalyst for a return of vol to both China and the EM complex. And now, we go back to Vienna, where moments ago an OPEC delegate announced that OPEC had agreed to extend the existing oil production cuts for nine months, as expected, without any additional production cuts: OPEC AGREES TO EXTEND OIL PRODUCTION CUTS FOR NINE MONTHS - DELEGATE So after all this, to summarize: European shares opened higher, but quickly dipped into negative territory after an oil selloff led to some profit taking. The STOXX 600 index was unchanged, after opening higher, led lower by resources companies, after another 4 percent drop in iron ore on China's Dalian Commodity Exchange. Earlier, Asian stocks, as measured by MSCI gained almost 1% to a two-year high after U.S. S&P futures surged late on Wednesday night to all time highs. This helped push MSCI's 46-country world stock index to a record high of 464.38 percent, up 0.3 percent on the day. E-mini index futures rose by 0.3% to 2410, trading at the highest in history, while the VIX .VIX "fear gauge" of expected volatility in the S&P 500 opened at 9.82, its lowest since May 10. Following events in Vienna, c rude was trading 0.3 percent lower at $51.20 a barrel as of 10:23 a.m. in London, after touching the highest level in more than a month. Gold slipped less than 0.1 percent to $1,258.29 an ounce. In rates, the yield on 10-year Treasury notes fell less than 0.1 percent to 2.25 percent after losing three basis points to 2.25 percent on Wednesday. French 10-year yields fell three basis points while those in Germany dropped four basis points. Market Snapshot S&P 500 futures up 0.3% to 2,407.80 STOXX Europe 600 down 0.3% to 391.28 MXAP up 0.8% to 152.84 MXAPJ up 0.9% to 499.72 Nikkei up 0.4% to 19,813.13 Topix up 0.2% to 1,578.42 Hang Seng Index up 0.8% to 25,630.78 Shanghai Composite up 1.4% to 3,107.83 Sensex up 0.8% to 30,548.35 Australia S&P/ASX 200 up 0.4% to 5,789.63 Kospi up 1.1% to 2,342.93 German 10Y yield fell 4.4 bps to 0.359% Euro up 0.3% to 1.1250 per US$ Brent futures fall 0.7% to $53.58/bbl Italian 10Y yield rose 1.4 bps to 1.844% Spanish 10Y yield fell 2.6 bps to 1.584% Gold spot down 0.1% to $1,257.51 U.S. Dollar Index down 0.2% to 97.05 Top Overnight Headlines via BBG The U.K. economy slowed more sharply than initially estimated in the first quarter as shoppers flagged and trade dragged on growth. Gross domestic product rose 0.2 percent, less than the 0.3 percent published late last month and down from 0.7 percent at the end of 2016 Prime Minister Theresa May will raise British concerns over leaks of intelligence related to the Manchester terror attack with President Donald Trump as the BBC reported that police investigating the bombing have stopped sharing information with the U.S. Donald Trump’s demands to step up the fight against terrorism are set to resonate with his NATO partners when he visits the alliance headquarters for the first time on Thursday OPEC and its allies were poised to extend their production cuts for an additional nine months after last year’s agreement failed to clear a global supply glut or deliver a sustainable price recovery Fed’s Kaplan repeats his baseline outlook is for three rate hikes in 2017; Evans says U.S. has essentially returned to full employment Attorney General Jeff Sessions didn’t disclose Russia meetings, DOJ says BOJ’s Sakurai says vital to continue monetary easing with quantity, interest rates; Iwata says BOJ to avoid causing sharp yield rise at exit Fitch says China’s finances and track record underpin A+ rating Bank of Korea keeps interest rate at 1.25% as expected New Zealand budget forecasts surpluses rising to NZ$7.2b by 2021 Asia equity markets traded mostly higher following the positive US lead where stocks gained for a 5thconsecutive day and both S&P 500 and Nasdaq 100 posted fresh record highs, after FOMC minutes suggested a prudent and gradual approach on rate hikes. This resulted to gains in ASX 200 (+0.24%) and Nikkei 225 (+0.36%), with the latter also helped by commentary from BoJ board member Sakurai that it is vital to maintain monetary easing due to moderate inflation and uncertainty abroad. Shanghai Comp. (+0.9%) and Hang Seng (+0.6%) have also edged gains after the PBoC continued to inject liquidity into the interbank market and amid reports that China is mulling allowing foreign investors access to the futures markets. Finally, 10yr JGBs were indecisive with demand lacking amid positive risk appetite, while the 40yr auction also failed to spur demand with the b/c slightly lower than prior. Fitch stated that China's finance and track record underpin its A+ rating, but added that the nation's imbalances pose risks to economic stability. Top Asian News Vanguard Starts New China Unit as Fund Management Market Expands Iron Ore Sinks to 7-Month Low in China After Moody’s Downgrade Japan Stocks to Watch: Toshiba Machine, Fuji Electric, Lawson Hong Kong Downgrade Over China Ties Masks Signs of Local Health China Says It Tracked U.S. Vessel and Warned It to Leave Waters European equities kicked the session off broadly higher (Eurostoxx 50 +0.1%) in a continuation of the sentiment seen during US and Asia-Pac trade following last night's FOMC minutes release. However, with volumes light across Europe amid the Ascension Day holiday (not a market holiday for most of Europe), the DAX took a tumble amid no new newsflow. This has largely been attributed to mundane trading conditions with those on the continent in the market today also potentially sitting on the sidelines ahead of OPEC today. From a sector standpoint, energy names lag ahead of the cartel's announcement today with notable downside seen specifically in Petrofac (-14%) after suspending their COO. In fixed income markets, prices were dealt a helping hand by the dip seen in equities with prices also supported initially by the fallout from yesterday's FOMC minutes. More specifically the German 10yr June contract took out yesterday's highs at 161.13 with some also attributing the move to model buying and covering of shorts. In peripheral markets, yields are slightly softer with modest outperformance seen in BTPs with investors seemingly confident heading into today's exchange (announced yesterday). Top European News Unemployment So Low It’s Time for Poland to Worry About It Cosco’s Serb Deal to Help Push Chinese Belt and Road Into Europe Daily Mail Falls Victim to Slumping Real Estate, Oil Markets Man United’s Europa Win Sends Ajax Stock Down Most in a Year Dialog Declines; Liberum Says Iphone Report ‘Highly Speculative’ Intermediate Capital Jumps to Nine-Year High as Results Surprise In currencies, the USD kicked off the session in close-proximity to the levels seen following the fallout of the Fed minutes with not too much else for traders to initially feed off. The main highlight on the data front came in the form of the second readings of UK GDP which printed softer than expected (Q/Q 0.2% vs. Exp. 0.3%), subsequently adding some modest pressure to GBP/USD despite firmer than anticipated business investment. Elsewhere, FX has been particularly rangebound with modest choppy price action seen following the budget release in which surplus forecasts for FY 16/17 were revised higher, although surplus estimates for the approaching years were reduced. In commodities, WTI and Brent crude futures initially traded in close proximity to yesterday's highs with the base-case set at a 9-month extension to existing cuts. When this was largely confirmed by various oil ministers as they entered the meeting WTI and Brent crude futures faced heavy selling pressure, largely algo driven before retracing the majority of the move. Furthermore, the cartel have refrained from any deeper cuts (outside bet) and Libya and Nigeria are still free to produce without constraints. Additionally, the UAE minister said that the focus will be on output, not exports which is interesting given the cartel have been subject to criticism for doing little to control exports. Elsewhere, gold traded sideways overnight to hold on to the gains seen following the FOMC minutes release, while copper saw muted trade with prices flat for the entire Asia-Pac session. Looking at the day ahead now, we’ll get the April advance goods trade balance, April wholesale inventories, May Kansas City Fed manufacturing activity index and last week’s initial jobless claims print. Away from the data the Fed’s Brainard is scheduled to speak at 10am. The other big focus for markets is the aforementioned OPEC meeting. It’s worth noting also that President Trump is due to meet with the EU’s Tusk and Juncker today in Brussels while also taking part in the NATO summit. That starts at 3pm BST. US Event Calendar 8:30am: Advance Goods Trade Balance, est. $64.5b deficit, prior $64.8b deficit, revised $64.2b deficit 8:30am: Wholesale Inventories MoM, est. 0.2%, prior 0.2%; Retail Inventories MoM, prior 0.4% 8:30am: Initial Jobless Claims, est. 238,000, prior 232,000; Continuing Claims, est. 1.93m, prior 1.9m 9:45am: Bloomberg Consumer Comfort, prior 50.2 11am: Kansas City Fed Manf. Activity, est. 10, prior 7 10am: Fed’s Brainard Takes in Panel Discussion on Global Economy 10pm: Fed’s Bullard Speaks on U.S. economy in Tokyo DB's Jim Reid concludes the overnight wrap One thing that hasn't changed much after last night is the view of the Fed after they released their minutes. The expectations of a June hike were probably reinforced by remarks that it would "soon be appropriate" to raise rates but markets saw the overall release as dovish (10yr yields rallied 3.0bps after the release) as the Fed signalled that balance sheet reduction would involve a process of rolling caps on reinvestment which perhaps means a slower initial early pace. The suggestion is that the limits would initially be set at low levels and then raised every three months, over a set period of time, to their fully phased-in levels. The minutes confirmed that “nearly all policymakers expressed a favourable view of this approach”. The statement also added that “policymakers agreed that the committee’s policy normalization principles and plans should be augmented soon to provide additional details about the operational plan to reduce the Federal Reserve’s securities holdings over time”. It’s worth adding that prior to the minutes the Fed’s Harker also said that the strategy for the balance sheet should be to “keep it simple and let the markets know what we’re doing”. As well as Treasury yields slipping the US Dollar (-0.12%) was also a touch weaker following the statement, likely for the same reason. While it feels like a rate hike next month is near to a done deal, pricing for next month was actually a little lower too, albeit at still relatively well priced-in levels. Based on pricing of OIS forwards the odds of a June hike finished at 75% versus 77% prior to the minutes. This method uses the effective rate and seems to be a more reliable and realistic pricing method compared to Bloomberg’s calculator which still shows the odds at 100% (and unchanged over the last few days). Meanwhile there appears to be no stopping US equity markets at the moment. The S&P 500 finished +0.25% last night and back above 2,400 to a new record high close. It also came to within a whisker (0.01%) of hitting the all time intraday high seen back on May 16th. The Dow (+0.36%) also had another decent day while the minutes appeared to be another vol-killer with the VIX dropping over 6% to a near two-week low of 10.02. Markets were quiet in Europe prior to all this with the Stoxx 600 (+0.09%) closing a touch higher. Before we look at how markets are doing this morning, it’s noting that today is the Ascension Day Holiday in Europe. While it’s observed in several countries in this continent most major markets will still be open with just Swiss and Nordic markets due to remain closed, although expect volumes to be a bit thinner than usual. The main event today is the OPEC and non-OPEC producers meeting in Vienna. The tentative schedule suggests a 2pm BST start but as always with these sorts of things it wouldn’t be a great surprise to see leaks and speculation throughout this morning. All the chatter is that we’ll get an extension on the production cut deal, likely for another 9 months based on comments from various energy ministers. Our commodity strategists note that given the profusion of reassuring noises coming from oil ministers, there are apparently few points of potential friction. They highlight that while earlier reports variously indicated that either "all producers are in agreement" (Saudi Arabia) or that "almost all" countries are in agreement (Iraq), Iraq's public acceptance of a nine-month extension establishes this as the most likely outcome. A deepening of cuts, though, has more potential to provide an upside surprise as the idea had been dismissed earlier by oil ministers. The inclusion of smaller producing non-OPEC countries such as Turkmenistan, Egypt and the Ivory Coast in the deal would be a negligible boost, in our team’s view. Oil is going into the meeting on a bit of a tear of late, no doubt fuelled by rising expectations of a positive outcome. WTI is sitting at $51.82/bbl this morning (up +0.90%) which is about +13% from the April lows, although still below the YTD high of $54.45/bbl. Refreshing our screens, despite a slightly soft start most major bourses are following the lead from Wall Street last night and edging higher. The Nikkei (+0.54%), Hang Seng (+0.42%), Kospi (+0.79%), Shanghai Comp (+0.39%) and ASX (+0.11%) are all up with US equity futures. It’s worth adding that Chinese equities made a decent u-turn yesterday post the sovereign downgrade to finish flat on the day and the move this morning suggests markets have already shrugged it off. It’s also worth noting that Hong Kong has since been downgraded by one notch by Moody’s to Aa1 post that China move. Also worth highlighting, the Congressional Budget Office in the US has found that the Republicans legislation to overhaul the US healthcare system is estimated to result in an increase in the number of uninsured people by 23 million while also reducing the budget deficit by $119bn over 10 years. That is $32bn less than under the previous version of the legislation. Moving on. As well as hearing from the Fed yesterday there was also some focus on ECB President Draghi’s speech in Madrid, especially following Coeure’s comments on Tuesday. Ultimately the tone from Draghi appeared to confirm that sequencing would not change. The key passage of his speech was his mention that “there is no reason to deviate from the indications we have been consistently providing in the introductory statement to our press conferences”. He added that “asset purchases are inevitably more difficult to calibrate, more complex to implement, and more likely to produce side effects that other instruments, including moderately negative rates”. So this suggests a more close alignment between ECB officials that a taper will come first, followed by rate hikes later. Wrapping up, yesterday’s economic data was largely a sideshow although in fairness it was all fairly second tier in nature. In the US we learned that existing home sales fell slightly more than expected in April (-2.3% mom vs. -1.1% expected) while the FHFA house price index edged up +0.6% mom in March. In Europe the only data released came from Germany where consumer confidence edged up to its highest level since 2001 at 10.4 (from 10.2). Before we look at the day ahead, there was some noise around Italy yesterday after the Industry Minister Carlo Calenda said that the country still has much work to do before it could hold an election, suggesting he would be opposed to an early vote this year. Calenda said that Italy has to “arrive at elections at the right time....with an electoral law that gives, if not the certainty, as least a reasonable probability that a government can be formed afterwards”. It’s worth reiterating that political risks still very much remain an issue in Italy with opinion polls tightly bunched (and within the margin of error). It’s also worth noting that the banking sector is still far from being fixed and one would imagine that the hope would be for recaps to happen before the election. Looking at the day ahead now, in terms of data, this morning in Europe the only real release of note is a second estimate of Q1 GDP in the UK where no change from the +0.3% qoq flash reading is expected. We’ll also get the growth component details. In the US this afternoon we’ll get the April advance goods trade balance, April wholesale inventories, May Kansas City Fed manufacturing activity index and last week’s initial jobless claims print. Away from the data the Fed’s Brainard is scheduled to speak at 3pm BST while the ECB’s Constancio is due to speak this evening. The other big focus for markets is the aforementioned OPEC meeting. It’s worth noting also that President Trump is due to meet with the EU’s Tusk and Juncker today in Brussels while also taking part in the NATO summit. That starts at 3pm BST.
Торги на крупнейшей в Азии Токийской фондовой бирже (ТФБ) завершились сегодня слабым ростом на фоне подъема в США.Ключевой индекс Nikkei, отражающий колебания курсов акций 225 ведущих компаний страны, вырос на 0,66%, до 19 742 пункта. Более широкий индекс TOPIX, отражающий курсы акций всех компаний в элитной первой секции биржи,...
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По итогам торгов среды в Америке индекс Dow Jones вырос на 0,36%, S&P - на 0,25%, Nasdaq - на 0,4%. В результате значение Dow Jones достигло уровня 21 012,42 пункта, S&P - 2 404,39 пункта, Nasdaq - 6163,02 пункта. Фондовый индекс Бразилии BRSP BOVESPA IN поднялся на 0,95% и составил 63 257,36 пункта. Индекс Лондонской фондовой биржи FTSE 100 поднялся на 0,4% и закрылся на уровне 7 514,90 пункта. Индекс Парижской фондовой биржи CAC 40 потерял 0,13% и закрылся на уровне 5 341,34 пункта. Индекс Франкфуртской фондовой биржи DAX снизился на 0,13% и к закрытию составил 12 642,87 пункта. Значение японского индекса Nikkei выросло к настоящему времени на 0,43% и составило 19 827,98 пункта. На текущий момент индекс Китая CSI-300 поднялся на 1,4% и находится на уровне 3 472,424 пункта.
(индекс/цена закрытия/изменение, пункты/изменение, %) Nikkei +129.70 19742.98 +0.66% TOPIX +9.89 1575.11 +0.63% Hang Seng +25.35 25428.50 +0.10% CSI 300 -0.02 3424.17 +0.00% Euro Stoxx 50 -8.41 3586.62 -0.23% FTSE 100 +29.61 7514.90 +0.40% DAX -16.28 12642.87 -0.13% CAC 40 -6.82 5341.34 -0.13% DJIA +74.51 21012.42 +0.36% S&P 500 +5.97 2404.39 +0.25% NASDAQ +24.31 6163.02 +0.40% S&P/TSX -57.45 15419.49 -0.37% Информационно-аналитический отдел TeleTrade Источник: FxTeam
Перед открытием рынка фьючерс S&P находится на уровне 2,398.75 (+0.03%), фьючерс NASDAQ повысился на 0.18% до уровня 5,721.50. Внешний фон нейтральный. Основные фондовые индексы Азии завершили сессию в плюсе. Основные фондовые индексы Европы на текущий момент преимущественно снижаются. Nikkei 19,742.98 +129.70 +0.66% Hang Seng 25,428.50 +25.35 +0.10% Shanghai 3,063.79 +1.84 +0.06% S&P/ASX 5,768.98 +8.78 +0.15% FTSE 7,503.67 +18.38 +0.25% CAC 5,342.66 -5.50 -0.10% DAX 12,644.76 -14.39 -0.11% Июльские нефтяные фьючерсы Nymex WTI в данный момент котируются по $51.26 за баррель (-0.41%) Золото торгуется по $1,253.20 за унцию (-0.18%) Фьючерсы на основные фондовые индексы США на премаркете демонстрируют незначительные изменения, так как инвесторы ожидают публикации протоколов майского заседания ФРС, в которых могут быть сигналы относительно возможного повышения ставки ФРС на следующем заседании регулятора. В настоящее время фьючерсы на ставку ФРС указывают, что трейдеры оценивают вероятность повышения процентных ставок американским ценробанком в июне в 75%. Протокол будет обнародован в 18:00 GMT. Важных статистических данных, которые смогли бы оказать влияние на настроения участников рынка, перед открытием не публиковалось. Среди сообщений корпоративного характера стоит отметить новость о том, что компания Apple (AAPL) тестирует беспроводные технологии следующего поколения, так называемые "5G", которые потенциально могут радикально увеличить скорость и пропускную способность сотовой связи iPhone. Акции AAPL на премаркете выросли на 0.05%. Кроме того, в фокусе инвесторов находятся акции компаний Intuit (INTU; +7.9%), Lowe's (LOW; -3%) и Tiffany (TIF; -7.1%), которые представили свою квартальную отчетность, а также Nvidia (NVDA; +2.7) на фоне сообщения, что группа SoftBank купила акций компании на $4 млрд. После начала торгов влияние на их ход могут оказать данные по продажам домов на вторичном рынке (14:00 GMT) и запасам нефти (14:30 GMT). После закрытия торговой сессии ожидается публикация квартальной отчетности HP Inc. (HPQ). Аналитики прогнозируют, что по итогам отчетного периода компания покажет прибыль на уровне $0.39 в расчете на акцию при выручке в $11.933 млрд.Источник: FxTeam
Просим вас обратить внимание на изменение торгового времени по ряду инструментов, которое произойдет 29-31 мая в связи с грядущими праздниками в Великобритании, США, Гонконге и Израиле. ИнструментИзменения в расписании торговRUSSELL 200029.05 - раннее закрытие в 17:00 GMT30.05 - открытие в обычном режиме в 00:00 GMTCOFFEE, COCOA, SUGAR29.05 - торги закрытыWHEAT, CORN, SOYBEAN29.05 - торги закрытыLIGHT SWEET CRUDE OIL, HENRY HUB NATURAL GAS, HEATING OIL,PALLADIUM,PLATINUM,COPPER29.05 - раннее закрытие в 17:00 GMT29.05 - открытие в обычном режиме в 22:05 GMT S&P 500,NASDAQ 100,DOW JONES,NIKKEI 22529.05 - раннее закрытие в 17:00 GMT29.05 - открытие в обычном режиме в 22:00 GMTGOLD,SILVER29.05 - раннее закрытие в 17:00 GMT29.05 - открытие в обычном режиме в 22:05 GMT Chile Index29.05 - торги закрытыFTSE 10029.05 - торги закрытыCFD на американские акции29.05 - торги закрытыCFD на китайские акции: IDCB, LNVG, TCTZ30.05 - торги закрытыHang Seng Index29.05 - раннее закрытие в 08:10 GMT30.05 - торги закрытыIsrael 2530.05 - торги закрыты31.05 - торги закрыты Напоминаем вам, что расписание торгов в праздники по различным инструментам во многом зависит от наличия ликвидности, в связи с чем торговые часы могут измениться. Пожалуйста, учитывайте данный момент в своей торговле.
Not even last night's Moody's credit downgrade of China - the first since 1989 - could dent the global stock rally which has pushed global stock prices to all time highs. After initially sliding, regional stocks and emerging Asian currencies pared early losses following the unexpected downgrade of China, taking their cue from the "sudden reversal" of the Shanghai Composite Index, which some speculated saw the latest intervention of the "national team." Moody’s action on China briefly rattled Asian markets, but against a backdrop of strengthening global growth and the impending release of minutes from the Federal Reserve’s latest meeting, investors appeared to quickly move on. MSCI's broadest index of Asia-Pacific shares outside Japan was unchanged while Japan's Nikkei stock index ended 0.7 percent higher. The Shanghai Composite gained 0.1% at the close, reversing an early decline of 1%, while the offshore yuan inched up. As reported last night, the major overnight catalyst in Asia was Moody's downgrade of China’s credit rating to A1 from Aa3 in early Asia trading, citing a worsening outlook for the nation’s financial strength - in the end of the Chinese session it had little impact, aside from another steep selloff in iron ore, which traded nearly limit down. The downgrade impact on regional currencies was likewise limited as Asia’s economic growth is seen to be improving and there are still positive stories such as S&P’s upgrade of Indonesia’s rating last week. By the end of the session, nobody even remembered China had been downgraded: the Shanghai Composite rose 0.1 percent, reversing a drop of 1.3 percent. The Hang Seng also ended higher after an earlier decline of 0.4 percent. Japan’s Topix index climbed 0.6 percent, while Indonesia’s benchmark index slumped 0.7 percent. The Australian dollar slipped 0.1 percent, paring a steeper drop of as much as 0.5 percent. Away from Asia, European stocks rose and U.S. equity futures and the dollar both steadied. The Stoxx Europe 600 Index climbed a second day, but struggled to gain momentum as miners slumped after China's downgrade. That triggered declines across copper, nickel, zinc and iron ore. The British pound strengthened after two days of losses, even as Prime Minister Theresa May warned that further terrorist attacks could be imminent. "There's been a cautious start in Europe this morning with stocks in the red following a downgrade in the Chinese credit rating from Moody's," said David Cheetham, chief market analyst at brokerage XTB. "After being very much at the front and center of global risk sentiment at the beginning of last year, the Chinese slowdown story has been almost forgotten, with politics throughout Europe and the U.S. taking the limelight." S&P500 futures were little changed as investors awaited economic data and earnings reports, while volatility dropped for a fifth day. S&P 500 contracts expiring in June added less than 0.1% to 2,398.5 at 6:30 a.m. in New York. Crude extended gains a sixth day as OPEC prepared for Thursday’s key meeting in Vienna, and where an announcement of a 9 month productin cut extension now is fully priced in. In currencies, the dollar was little changed against most of its peers and Treasury yields were steady before the U.S. Federal Reserve releases later Wednesday the minutes of its May 3 policy meeting. With Fed due to release its May meeting minutes, “markets are ready to catch any clue regarding the likelihood of an interest- rate hike at the FOMC’s June meeting,” writes Ipek Ozkardeskaya, senior analyst at London Capital Group. Fed Bank of Philadelphia President Patrick Harker said June “is a distinct possibility” for the U.S. central bank’s second interest-rate increase of 2017. While equities quickly forgot the downgrade of China, the world's top user of materials, industrial metals were far more bruised, as nickel slumped 1.9% and copper fell 0.6%. Iron ore futures dropped 4.7%. West Texas oil rose 0.2 percent to $51.56 a barrel, adding to a five-day advance ahead of tomorrow's OPEC meeting. old added 0.1 percent to $1,252.30 an ounce, after dropping 0.8 percent on Tuesday. Elsewhere the Australian dollar fell and the yen pared losses against the U.S. currency after Moody’s Investors Service cut its rating on China’s debt for the first time in almost three decades. The euro was little changed ahead of the Fed minutes, even as ECB policy makers warned of the dangers of the ‘ripple effect’ from the house price boom and ‘significant’ bond risks spurring increased debt concerns. In rates, the yield on 10-year Treasury notes fell less than one basis point to 2.27 percent. Bonds fell during the previous four days. Yields on benchmark French, German and British bonds all dropped two basis points. Today investors await the minutes of the U.S. Federal Reserve's latest policy meeting, scheduled to be released at 2pm. Fed funds futures show that traders now see a 75% chance that the U.S. central bank would will raise interest rates at its June meeting. "Our U.S. economists expect the minutes to come down on the hawkish side and continue to expect the Fed to hike in June and September and announce balance sheet reduction in December," Citi analysts wrote on Wednesday. Bulletin Headline Summary from RanSquawk Equities fail to find firm direction and seemingly looking through China's sovereign downgrade as Moody's offers little in the way of any surprises. A very quiet morning in FX with focus on the FOMC minutes, alongside the OPEC/Non-OPEC meeting. Looking ahead, highlights include US Building Permits, Existing Home Sales, DoE Inventories, FOMC Minutes, BoC Rate Decision, ECB's Praet and Draghi Market Snapshot S&P 500 futures little changed at 2,399.25 STOXX Europe 600 up 0.1% to 392.48 MXAP up 0.01% to 151.88 MXAPJ up 0.02% to 495.69 Nikkei up 0.7% to 19,742.98 Topix up 0.6% to 1,575.11 Hang Seng Index up 0.1% to 25,428.50 Shanghai Composite up 0.07% to 3,064.08 Sensex down 0.1% to 30,328.05 Australia S&P/ASX 200 up 0.2% to 5,768.98 Kospi up 0.2% to 2,317.34 German 10Y yield fell 1.1 bps to 0.399% Euro up 0.1% to 1.1197 per US$ Brent Futures up 0.6% to $54.46/bbl Italian 10Y yield fell 1.5 bps to 1.83% Spanish 10Y yield fell 2.2 bps to 1.596% Brent futures up 0.6% to $54.49/bbl Gold spot little changed at $1,251.99 U.S. Dollar Index little changed at 97.30 Top Overnight News from Bloomberg Moody’s Investors Service cut its rating on China’s debt for the first time since 1989, challenging the view that the nation’s leadership will be able to rein in leverage while maintaining the pace of economic growth The European Central Bank said debt- sustainability concerns have risen in the past six months amid a potential increase in yields and political uncertainty in some countries U.K. Prime Minister Theresa May warned that further terrorist attacks could be imminent. The country’s terrorism threat level has been raised to “critical” -- the highest level -- from “severe”, as police hunt for potential accomplices of the suicide bomber who killed 22 people at a Manchester pop concert The White House said Trump’s request for fiscal 2018 would generate a fiscal surplus by 2027 after $3.6 trillion in spending reductions and $2.1 trillion in economic growth-induced revenue increases, but gave no details on how tax cuts would be paid for Traders in the world’s biggest financial market are about to get a new list of do’s and don’ts. The FX Global Code, which the Bank for International Settlements will publish Thursday, aims to stamp out misconduct in foreign-exchange markets after a rigging scandal triggered about $10 billion in fines for banks Glencore-Bunge Deal Would Add G to ABCD Dominating Grain SoftBank Said to Take $4 Billion Stake in U.S. Chipmaker Nvidia Troops Deployed in U.K. After Warning of Imminent Terror Attack Fed’s Harker Calls June Rate Hike a ‘Distinct’ Possibility Oil Holds Gain as Data Show U.S. Supplies Fall Before OPEC Fiat Chrysler Stumbles Into U.S. Regulatory Crosshairs Again Noble Group’s Wild Trading Day Demands ‘High Risk Appetite’ Asia equity markets traded mixed following the mildly positive US close, where indices eked a 4th consecutive daily gain and the S&P 500 briefly advanced above 2,400 to within close proximity of its all-time highs. This provided the initial impetus for the ASX 200 (flat) and Nikkei 225 (+0.3%), while JPY weakness also underpinned Japanese exporter sentiment. Conversely, Shanghai Comp. (+0.1%) and Hang Seng (flat) underperformed after Moody's downgraded China's sovereign credit rating amid expectations of a deterioration in China's financial strength in the upcoming years. 10yr JGBs traded lower on spill-over selling from T-notes and alongside the increased risk sentiment in Japan, although downside was stemmed amid the BoJ's presence in the market for a total JPY 1.03trl in 1yr-10yrs government debt. Moody's downgraded China's sovereign credit rating to Al from AA3; outlook revised to stable from negative. Moody's commented that the rating reflects expectations that China's financial strength will erode somewhat over the approaching years. PBoC injected CNY 40bIn in 7-day reverse repos and CNY 50bIn in 14-day reverse repos. The PBoC set CNY mid-point at 6.8758 (Prey. 6.8661) Top Asian News China State Firms Face Threat of Higher Debt Costs After Moody’s Freeport Says Grasberg Output on Target as Union Extends Strike Evergrande Climbs Most Since July 2015, Leading Gains on HSCI European equities trade with little in the way of firm direction (Eurostoxx 50 flat) as earnings season continues to peter out and markets shrug of overnight news that Moody's downgraded China's sovereign debt rating. Chinese bourses were initially hit on the news given the surprise of the timing but ultimately the action taken is of little surprise given debt concerns and Moody's bringing their rating in-line with that of Fitch and as such European traders have largely looked through the announcement. On a sector stand-point, energy names outperform ahead of this week's OPEC meeting despite a lack of clarity on the duration of any potential extension. Material names underperform amid Dalian ore futures sliding over 5% over night. In fixed income markets, price action has been particularly uneventful with prices stuck in a somewhat narrow range. In peripheral markets, spreads are also relatively unchanged to their core counterparts with markets most likely looking for further direction from today's speech by ECB's Draghi and any further update on the Greek situation after the IMF and German Finance Minister Schauble reportedly struck an agreement on Greek bailout with the IMF willing to participate in the program if Greece proves debt is sustainable. Top European News Morgan Stanley to ‘Significantly Reduce’ Recruiting of Brokers Constancio Says Brexit Won’t Materially Harm Euro-Area Recovery Understanding Poland’s Retreat From Costly Swiss-Loan Fix Wynnstay Shares Slump as Just for Pets Weakness Hits Profit Safran, Zodiac Shares Halted Pending Press Release: Euronext Ikea Names Brodin New CEO to Lead Asia Expansion, Online Growth In currencies, the Bloomberg Dollar Spot Index was flat after climbing 0.3 percent Tuesday. The pound rose 0.1 percent to $1.2971 following a two-day loss. The euro fell by less than 0.1 percent to $1.1178. It has been a very quiet morning in FX and if anything stands out it is the resilience in the cross JPY rates. This is in the face of the Moody's downgrade of China's credit rating, which garnered brief attention in Asia, but little else. USD/JPY has tested 112.00, but good selling interest seen here despite a small tip over the figure level. EUR/USD is still in pullback mode, but fresh demand coming in already. The FOMC minutes ahead may underpin expectations of a Jun move, and this should see USD bids picking up dips — 1.1200 intact as a result. Not that this is deterring Cable buyers still intent on tripping stops through 1.3060-70. We see little other reason for the resilient bid tone in the Pound given what lies ahead, with some suggesting traders are pre-empting a Tory win in the elections. We doubt this would lead to a significant charge higher from current levels, but impulsive markets are here to stay. In commodities, Iron ore led metals lower across the board today as the overnight markets reacted to the Moody's downgrade of China's credit rating. The DCE lost over 4.5% today, with the indices here requiring little to tip the balance these days. Copper has found some resistance at USD2.60 as many anticipated, but the pullback has been tame so far to suggest a more consolidative tone going forward. All eyes on Oil prices at the present time, and with the OPEC meeting not until tomorrow, but ongoing rhetoric supportive of an extension — though to what degree. 6 months is the minimum required to keep WTI above USD50.00, currently trading closer to USD52.00 while Brent is in the upper USD54.00's. Precious metals are out of the spotlight, but Silver has crept back above USD17.00. Looking at today’s calendar, we’ll get the March FHFA house price index reading and also April existing home sales data. This evening we then get the FOMC minutes from the meeting on May 3rd where most be will combing through for discussion on the Fed’s balance sheet strategy. It’s another busy day for Fedspeak today too with Kaplan (6pm ) and Kashkari (6.30pm ) both scheduled. ECB President Draghi also speaks in Madrid at 1.45pm BST. US Event Calendar 7am: MBA Mortgage Applications, prior -4.1% 9am: FHFA House Price Index MoM, est. 0.5%, prior 0.8% 9am: House Price Purchase Index QoQ, prior 1.5% 10am: Existing Home Sales, est. 5.65m, prior 5.71m 10am: Existing Home Sales MoM, est. -1.05%, prior 4.4% 2pm: FOMC Meeting Minutes 6pm: Fed’s Kaplan Speaks in Toronto 6:30pm: Fed’s Kashkari Speaks in Wisconsin DB's Jim Reid concludes the overnight wrap Back in 1990 in an attempt to impress the young ladies on the school bus which we shared with the girls school next door I started watching Twin Peaks. I hated it but had to continue watching in case I could possibly be part of their arty, seemingly sophisticated conversation. They adored it (the show, not my input sadly). So it was some intrigue to me that a new series aired this week 25 years after the last one. I haven't watched it yet but I wonder whether any of it will make sense. For the uninitiated it was a surreal, confusing supernatural drama that amongst other things included a red room where everyone spoke backwards. At 16 this was the height of cool and it was the most popular show of 1990. Thankfully the days of trying to impress a potential new partner are over. What impresses my wife most these days is me changing a nappy so I do that when I can instead. Talking of twin peaks, US equities have again edged up towards the highs after the S&P 500 closed last night within 0.30% of the all time peak from intraday last Tuesday before all the political headlines hit. The index was up +0.18% yesterday which means it has now gained for four consecutive sessions. You’d have to go back to February to find the last time it did that. The Dow (+0.21%) also edged up while there was a similarly positive mood in Europe with the Stoxx 600 (+0.22%) also finishing in positive territory. Some decent PMIs on both sides of the pond seemed to be the catalyst (we’ll come to those shortly) and it didn’t hurt that Oil continues to solidify gains. Indeed WTI (+0.66%) was up for the fifth day in a row yesterday and is holding above $51/bbl ahead of tomorrow’s OPEC meeting where there was more chatter yesterday from energy ministers that a nine-month extension agreement appears likely. In bond markets Treasuries (+2.6bps) and Bunds (+1.3bps) were a little weaker while in currencies the US Dollar (+0.38%) was up for only the second time in the last nine sessions. Needless to say that the tragic events in Manchester dominated the front pages around the world with UK PM Theresa May subsequently raising the terror alert in the UK to ‘critical’ from ‘severe’. Sterling (-0.30%) was a touch weaker yesterday and is holding just below $1.300 this morning. Before we go any further, the main news to report overnight is Moody’s cutting China’s sovereign credit rating by one notch to A1/Stable (was previously on Negative outlook). That is the first time Moody’s have cut China’s rating since 1989. The rating agency noted the likelihood of a “material rise” in economy-wide debt and expectations that China’s financial strength could “erode somewhat” as a result. China’s rating at Moody’s is now level with that of Japan and below other Asia economies of Taiwan and Macau. While there were no real revelations in the Moody’s statement the timing appears to have caught markets by surprise a little. Equity markets in China initially fell sharply on the news and while having pared back some of the losses, are still underperforming this morning. The Shanghai Comp is currently -0.63% and at the lowest level in nearly 8 months. It was initially down as much as -1.28%, while the CSI 300 and Shenzhen are -0.75% and -0.19% respectively. The Hang Seng is now flat after being in the red. Both the onshore (-0.10%) and offshore (-0.05%) renminbi are a shade weaker, while China’s sovereign 5y CDS is 1bp wider. The China sensitive Aussie Dollar is also down -0.40%. Elsewhere in Asia bourses are firmer and seemingly following the lead from Wall Street. The Nikkei (+0.48%), ASX (+0.10%) and Kospi (+0.20%) are all up. Away from markets, there were some interesting comments to come from the ECB’s Benoit Coeure yesterday. Speaking at a conference in Paris, Coeure said that “our current analysis of the secondary effects of negative rates suggest that there is no reason to change the indications we’ve given”. The board member also said that the ECB would start raising rates “well beyond the horizon” of asset purchases. Last week Coeure had said that the future path for rates was “not set in stone”. This suggests that the ECB is not about to change sequencing and is important as Coeure was previously seen as someone who had suggested a change in sequencing previously. We should get more hints at next month’s ECB meeting. Another focus for the market yesterday was Trump’s budget. Despite the wide acknowledgment that it stands little chance of being passed as proposed it was interesting to look at some of the details still. One questionable aspect is that the plan assumes that US economic growth would reach 3% by 2021 whereas the Fed and Congressional Budget Office project the US economy growing at an annual rate of just 1.8% and 1.9% in the coming years. In addition, the budget assumes to only balance in 10 years through strong growth. This follows the point we made in yesterday’s EMR about the UK not seeing a balanced budget until 2025 in the Conservative Party’s manifesto. Indeed one wonders how budgets will ever balance again in most countries especially given the demographic headwinds. Staying with the US the White House issued a statement yesterday saying that it does not confirm or deny ‘unsubstantiated claims based on illegal leaks from anonymous individuals’ concerning the investigation of the links between Russia and Trump’s presidential campaign. A reminder that former FBI Director James Comey is likely to testify next week which will no doubt be a talking point for the market. Back to those PMIs yesterday. In Europe the flash May composite for the Euro area came in at a fairly solid 56.8 which was modestly better than what the market was expecting and steady versus the April reading. The manufacturing reading edged up 0.3pts to 57.0 (vs. 56.5 expected) which offset a 0.2pt decline in the services reading to 56.2 (vs. 56.4 expected). In the country details there was a positive read-through in the data for both Germany and France. The former saw its composite rise 0.6pts to 57.3, driven by the manufacturing sector while the latter saw its composite rise 1pt to 57.6, driven by the services sector. This does however imply a roughly 1.1pt decline in the average composite for the periphery. Taken as whole, the composite reading for the Euro area implies GDP growth in Q2 of +0.8% qoq according to our economists, compared to their forecast of +0.5% qoq. Across the pond, the composite flash May reading in the US came in at 53.9 which was up 0.7pts from April. The details were a little more mixed however with the driver of the increase in the composite coming from the services sector where the PMI rose 0.9pts to 54.0. The manufacturing PMI actually edged down 0.3pts to 52.5. Away from the PMIs, the rest of the data in the US was a tad disappointing. New home sales fell sharply in April (-11.4% mom vs. -1.8% expected) albeit from a March reading which was revised up to an almost 10-year high. Meanwhile the Richmond Fed manufacturing index tumbled 19pts to +1 (vs. +15 expected), confirming some of the weaker data in the factory sector. In Germany Q1 GDP was confirmed as growing +0.6% qoq while the IFO business climate reading in May was revealed as climbing 1.6pts to a better than expected 114.6 (vs. 113.1 expected). The present situation index actually hit a new multi- decade high while the expectations index rose to its highest since February 2014. Finally in the UK the CBI’s distributive trades survey was disappointing with a net 2% of respondents reporting higher sales in May, down from 38% in April. Before we wrap up and look at the day ahead, it’s worth highlighting that German press outlet Handelsblatt was running a story yesterday suggesting that the IMF and German Finance Minister Wolfgang Schaeuble have reportedly reached an agreement on Greece. The article suggests that the IMF has signalled its willingness to participate in the program and would only provide money if Greece proves its debt is sustainable. Looking at today’s calendar, the only data due out in Europe this morning comes from Germany where the flash June consumer confidence reading is due. This afternoon in the US we’ll get the March FHFA house price index reading and also April existing home sales data. This evening we then get the FOMC minutes from the meeting on May 3rd where most be will combing through for discussion on the Fed’s balance sheet strategy. It’s another busy day for Fedspeak today too with Kaplan (11pm BST) and Kashkari (11.30pm BST) both scheduled. ECB President Draghi also speaks in Madrid at 1.45pm BST while Praet speaks this morning.
Торги на крупнейшей в Азии Токийской фондовой бирже (ТФБ) завершились сегодня ростом на фоне укрепления курса доллара США к иене.Ключевой индекс Nikkei, отражающий колебания курсов акций 225 ведущих компаний страны, вырос на 0,66%, до 19 742 пункта. Более широкий индекс TOPIX, отражающий курсы акций всех компаний в элитной...
Выгоды эти очевидны. Ведь в сети, где нет границ, нет, стало быть, и таможни. И электронную наличность, избавленную от банковской мзды и контроля государства, настойчиво изобретали более 20 лет. Биткойны - одна из таких попыток. Они существуют только в виде записей в распределённой по компьютерам базе, в которой открыто хранятся все транзакции с указанием биткойн-адресов отправителей и получателей, но без информации о владельцах этих адресов. А нет владельца – с кого спрос?
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По итогам торгов вторника в Америке индекс Dow Jones вырос на 0,21%, S&P - на 0,18%, Nasdaq - на 0,08%. В результате значение Dow Jones достигло уровня 20 937,91 пункта, S&P - 2 398,42 пункта, Nasdaq - 6138,71 пункта. Фондовый индекс Бразилии BRSP BOVESPA IN поднялся на 1,6% и составил 62 662,48 пункта. Индекс Лондонской фондовой биржи FTSE 100 снизился на 0,15% и закрылся на уровне 7 485,29 пункта. Индекс Парижской фондовой биржи CAC 40 вырос на 0,47% и закрылся на уровне 5 348,16 пункта. Индекс Франкфуртской фондовой биржи DAX поднялся на 0,31% и к закрытию составил 12,659.15 пункта. Значение японского индекса Nikkei поднялось к настоящему времени на 0,58% и составило 19 726,64 пункта. На текущий момент индекс Китая CSI-300 опустился на 0,61% и находится на уровне 19 726,64 пункта.
Основные фондовые индексы Азиатско-Тихоокеанского региона торгуются смешано, вслед позитивными результатами на Уолл - стрит, после того, как администрация Трампа представила свой первый проект бюджета. Инвесторы также переваривают новости, о том, что агентство Moody 's понизило суверенный кредитный рейтинг Китая до A1 с AА3 и изменило свой прогноз с негативного на стабильный. Австралийский рынок снизился, после скромного роста с начала сессии, после того как агентство Moody's понизило рейтинг Китая. Китай является крупнейшим потребителем сырьевых товаров, основного экспорта Австралии. Инвесторы также проявляют осторожность в преддверии выхода протокола последнего заседания Комитета по открытым рынка Федеральной резервной системы США. Акции BHP Billiton подорожали на 0,4% и Rio Tinto - на 0,3%, в то время как Fortescue Metals теряет больше, чем 2% стоимости бумаг. Рыночная стоимость ANZ Banking и Westpac снизилась менее чем на 0,1%, в то время акции Commonwealth Bank подорожали на 0,3% Акции Newcrest Mining и Evolution Mining упали в цене на -2% и -1% соответственно на фоне снижение цен на золото. Торги на крупнейшей в Азии Токийской фондовой бирже открылись сегодня ростом котировок на фоне укрепления доллара против японской иены. Акции Toshiba подорожали почти на 11%, Sony - более чем на 2%, Panasonic - более чем на 1% и Canon - на 0,5%. NIKKEI 19716.93 +103.65 +0.53% SHANGHAI 3050.94 -11.01 -0.36% ASX 200 5757.30 -2.89 -0.05% KOSPI 2316.90 +5.16 +0.22% NZ50 7404.21 +19.51 +0.26% Информационно-аналитический отдел TeleTrade Источник: FxTeam
(индекс/цена закрытия/изменение, пункты/изменение, %) Nikkei -65.00 19613.28 -0.33% TOPIX -2.43 1565.22 -0.16% Hang Seng +11.81 25403.15 +0.05% CSI 300 +12.95 3424.19 +0.38% Euro Stoxx 50 +18.50 3595.03 +0.52% FTSE 100 -11.05 7485.29 -0.15% DAX +39.69 12659.15 +0.31% CAC 40 +25.28 5348.16 +0.47% DJIA +43.08 20937.91 +0.21% S&P 500 +4.40 2398.42 +0.18% NASDAQ +5.09 6138.71 +0.08% S&P/TSX +18.48 15476.94 +0.12% Информационно-аналитический отдел TeleTrade Источник: FxTeam
Перед открытием рынка фьючерс S&P находится на уровне 2,396.00 (+0.14%), фьючерс NASDAQ повысился на 0.20% до уровня 5,713.25. Внешний фон позитивный. Основные фондовые индексы Азии завершили сессию преимущественно в плюсе. Основные фондовые индексы Европы на текущий момент демонстрируют позитивную динамику. Nikkei 19,613.28 -65.00 -0.33% Hang Seng 25,403.15 +11.81 +0.05% Shanghai 3,061.72 -13.95 -0.45% S&P/ASX 5,760.19 -11.01 -0.19% FTSE 7,511.80 +15.46 +0.21% CAC 5,355.32 +32.44 +0.61% DAX 12,662.86 +43.40 +0.34% Июльские нефтяные фьючерсы Nymex WTI в данный момент котируются по $51.11 за баррель (-0.04%) Золото торгуется по $1,261.10 за унцию (-0.02%) Фьючерсы на основные фондовые индексы США на премаркете демонстрируют незначительное повышение. В фокусе внимания инвесторов находится представленный вчера вечером проект бюджета на 2018 фискальный год. В данном бюджете предусматривается увеличение расходов на оборону на $54 млрд. и увеличение инвестиций в инфраструктуру на $200 млрд. в течение следующих десяти лет. В то же время, бюджет предлагает сократить расходы на программу бесплатной медицинской помощи неимущим и малоимущим Medicaid $800 млрд., на программы социального обеспечения (в том числе продовольственные талоны) на $272 млрд., на финансирование кредитов на обучение для студентов на $143 млрд. и на финансирование Агентства по охране окружающей среды на 31%. Кроме того, Белый дом предложил продать половину Стратегического нефтяного резерва США, чтобы привлечь $16.5 млрд. Важных статистических данных, которые смогли бы оказать влияние на настроения участников рынка, перед открытием не публиковалось. Среди сообщений корпоративного характера стоит отметить новость о том, что компании Apple (AAPL) и Nokia (NOK) урегулировали все судебные споры, связанные с правом интеллектуальной собственности, и подписали многолетнюю патентную лицензии и соглашения о сотрудничестве. На премаркете акции AAPL выросли на 0.6%, тогда как акции NOK подскочили на 6.60%. После начала торгов влияние на их ход могут оказать предварительные данные по индексам деловой активности в производственном и сервисном секторах (оба отчета выйдут в 13:45 GMT), а также статистика по продажам новостроек (14:00 GMT). Также стоит обратить внимание на комментарии представителей федрезерва: президента ФРБ Миннеаполиса Нил Кашкари в 13:00 GMT и 19:00 GMT, и президента ФРБ Филадельфии Патрика Харкера в 21:00 GMT.Источник: FxTeam
Похоже, Япония всерьез подсела на самую известную из криптовалют – биткойн. Как отмечает обозрение Nikkei, «виртуальные деньги затягивают Японию, поскольку рестораторы и розничные торговцы оценили выгоду от простых трансграничных форм цифровых платежей». Выгоды эти очевидны. Ведь в сети, где нет границ, нет, стало быть, и таможни. И электронную наличность, избавленную от банковской мзды и контроля государства, настойчиво...
S&P futures rose alongside European stocks as Asian shares posted modest declines. The euro set a new six-month high and European bourses rose as PMI data from Germany and France signaled that the ECB will have to tighten soon as Europe's recovery remains on track, with the German Ifo business confidence printing at the highest level on record, and hinting at a GDP print in the 5% range. Oil declined after the Trump budget proposal suggested selling half the crude held in the US strategic petroleum reserve. Strong economic survey data across the Eurozone supported EU bourses, despite a cautious start to trade after last night's deadly terror attack in the UK. Alongside strong headline numbers, one of the most eye-catching details in the data was the biggest manufacturing sector job growth reading in the survey's 20-year-history and overall employment gains were the second best in a decade. "It's a very good result and it's broad based. We've got a good pace of growth here. The fact we have maintained this high level in May is great news for second quarter GDP," said Chris Williamson, chief business economist at IHS Markit." Just like in the US, tech companies helped propell the Stoxx Europe 600 Index higher after Nokia Oyj settled a litigation with Apple. The U.K.’s FTSE 100 Index rose a third day, the pound pared declines and gilts were steady after the Manchester bombing. The dollar declined after the Washington Post reported Donald Trump asked intelligence chiefs to publicly deny collusion between his campaign and Russia, a potentially impeachable offense. The U.S. president in March asked Director of National Intelligence Daniel Coats and NSA Director Michael Rogers to publicly deny existence of any collusion between his campaign and the Russian government, the Washington Post reported, citing unidentified current and former officials. Oil dropped, halting a four-day rising streak that took the price of crude above $51 a barrel. It wasn't just the German IFO surge: a euro-area Purchasing Managers’ Index showed manufacturing in the bloc expanded at the fastest pace in more than six years, bolstering the case for an ECB rate hike and further capital flows out of the US and into Europe as political wrangling in Washington rumbles on, diverting attention from President Trump’s spending and tax plans. “Europe’s growth numbers aren’t knocking the skin off the ball, but they are less volatile and it’s doing relatively well compared to the U.S., U.K. and Japan,” said Bill Blain, head of capital markets at London-based Mint Partners. “More than a few global investors have lost faith in the U.S. recovery and Trump jump.” There was some bad news: signs that euro zone authorities and the International Monetary Fund remain some way apart on Greece's debt problems combined with the strong data to nag at bond markets. Greece's short-dated government bond yields rose sharply as the IMF's chief negotiator stuck to its stance that there needs to be more realism on what Athens can deliver. The prospect of the ECB scaling down its multi trillion euro stimulus program meanwhile nudged up yields on German Bunds DE10YT=TWEB and other higher-rated government debt. "The risk-off environment is already erased and we are back to the levels we saw yesterday on the back of the very bright economic outlook," said DZ Bank analyst Rene Abrecht. The Stoxx Europe 600 Index gained 0.2 percent in early trading. The U.K.’s FTSE 100 Index added 0.1 percent. Futures on the S&P 500 climbed 0.1 percent after the underlying gauge rose 0.5 percent on Monday. The selloff in Brazilian assets resumed on Monday. The NEXT Funds Ibovespa Linked Exchange Traded Fund, an equity ETF that tracks Brazil’s benchmark index, slumped 3.9 percent in Tokyo trading Tuesday. Asian trading had seen a modest pull back in risk appetite with MSCI's broadest index of Asia-Pacific shares not including Japan dropping back from near two-year highs. Tokyo's Nikkei closed down 0.3 percent as Japanese manufacturing activity expanded at the slowest pace in six months in May, while trading in China was choppy on concerns over a regulatory crackdown on risky lending practices. Japan’s Topix dropped 0.2 percent after swinging between gains and losses. South Korea’s Kospi rose 0.3 percent. Hong Kong’s Hang Seng fell 0.1 percent. The Shanghai Composite Index lost 0.5 percent. The dollar remained in the doldrums too. It dipped to a 6-1/2-month low against a basket of other major currencies as low 10-year U.S. Treasury yields continued to underscore fading expectations for fiscal stimulus from the Trump administration. Of note, today the White House will present Trump's first full budget plan to lawmakers on Tuesday. Its proposals include a $3.6 trillion cut in government spending over 10 years, balancing the budget by the end of the decade. Congress holds the federal purse strings and often ignores presidential budgets, which are proposals and may not take effect in its current form. But the plan, which advocated selling half of strategic U.S. oil reserves, weighed on crude futures according to Reuters, offsetting optimism over expectations that other major oil producers would agree to extend supply curbs this week. Brent retreated 0.8 percent to$53.44 a barrel. U.S. crude futures gave up all their earlier gains to edge lower to $50.71, after hitting their highest level in more than a month earlier in the session. The weaker dollar, meanwhile, lifted gold slightly. Spot gold climbed 0.1 percent to $1,261.56 an ounce in its third straight session of gains. This afternoon sees US new home sales and the much-ignored Markit manufacturing PMI. Neither is expected to be much-changed from last month. The big event for the US market is the FOMC Minutes tomorrow. "The big question for markets is how fast investors get back to the business of hunting carry" according to SocGen's Kit Juckes. "I am watching USD/BRL which has stabilised after last week's spike, and if this starts to edge down again while US equities move towards new highs, that would increase the likelihood of a June Fed rate hike rate, while also supporting all the higher-yielding currencies. That does, in G10FX, lead to NZD/JPY." Bulletin Headline Summary from RanSquawk Strong PMI and IFO surveys across the Eurozone have supported EU bourses despite a cautious start to trade following last night terror attack in the UK WTI and Brent crude futures enter the North American crossover in negative territory as concerns continue to mount regarding the factions within the cartel and whether all players are on board with output curbs Looking ahead, highlights include Fed's Kashkari, Harker and ECB's Coeure Global Market Snapshot S&P 500 futures up 0.2% to 2,396.75 STOXX Europe 600 up 0.3% to 392.14 MXAP down 0.2% to 151.94 MXAPJ down 0.1% to 496.39 Nikkei down 0.3% to 19,613.28 Topix down 0.2% to 1,565.22 Hang Seng Index up 0.05% to 25,403.15 Shanghai Composite down 0.5% to 3,061.95 Sensex down 0.3% to 30,494.69 Australia S&P/ASX 200 down 0.2% to 5,760.19 Kospi up 0.3% to 2,311.74 German 10Y yield rose 1.6 bps to 0.413% Euro up 0.2% to 1.1259 per US$ Brent Futures down 0.7% to $53.47/bbl Italian 10Y yield unchanged at 1.845% Spanish 10Y yield rose 0.7 bps to 1.63% Brent Futures down 0.7% to $53.47/bbl Gold spot down little changed at $1,260.08 U.S. Dollar Index down 0.1% to 96.84 Top Headline News Britain is reeling from last night’s terror attack that killed 22 people at a concert by U.S. pop star Ariana Grande in the northern city of Manchester OPEC and its allies were poised to continue their production cuts for another nine months after Iraq backed an extension, removing one of the last remaining obstacles to an agreement President Donald Trump would dramatically reduce the U.S. government’s role in society with $3.6 trillion in spending cuts over the next 10 years in a budget plan that shrinks the safety net for the poor, recent college graduates and farmers Noble Group Ltd.’s crisis deepened after S&P Global Ratings flagged a risk of default for the commodity trader within a year, triggering a rout in the company’s shares before they were suspended in Singapore ahead of a company statement Nokia Oyj, the latest technology company to do battle with Apple Inc. over patents, secured a licensing agreement that is likely to boost its revenue in an underdog victory that sent the Finnish company’s shares soaring Details of the closed-door discussion that Federal Reserve officials held during their most recent policy gathering are expected to keep the odds of a June interest-rate increase high Asia equity markets traded with a cautious tone amid terror fears following the explosion in Manchester, UK where 19 people were confirmed dead and over 50 others injured, which police are treating as a terrorist attack. This dampened the risk tone in ASX 200 (-0.3%) and Nikkei 225 (-0.3%), although markets in Australia attempted to recover as gains in commodities-related sectors provided support. Hang Seng (+0.1%) and Shanghai Comp. (-0.5%) were mixed with downside stemmed after the PBoC conducted a firm liquidity injection of CNY 140bIn. Finally, 10yr JGBs were relatively flat with only mild upside observed despite the cautious risk tone observed in equities, while the enhanced liquidity auction also saw a muted reaction and failed to drive any significant demand. Top Asian News China Boosts Zinc Imports to 13-Month High on Local Shortage Noble Group ‘Fighting for Its Life’ as S&P Sees Default Risk Sun Pharma Weighs on Indian Drugmakers as U.S. Competition Bites Fortescue CEO Says Iron-Ore Price May Need to Fall More: FT Tongda Didn’t Get Oppo’s R11 Model Order, Tongda CFO Says China Spins a Worldwide Web of Food From Mozambique to Missouri In European markets, Strong PMI and IFO surveys across the Eurozone have supported EU bourses this morning to trade risk-on, following stellar readings from France and Germany in particular, where the Mfg. figure rose to 59.4, ahead of the exp. 58. Subsequently, offsetting the slip in crude oil futures which stemmed from comments by the Kuwait Oil Minister who stated that not everyone is on board with 9-month extension. This is somewhat of a contrast to rhetoric from the Saudi Energy Minister, who kept alive hopes by stating that there is no objection to a 9-month deal. Of note, equities have pulled off highs amid reports that South Korea have fired warning shots following an unidentified object flying south from North Korea. In credit markets, government bonds have reversed their in FTQ amid the risk on sentiment. Notable underperformance observed in the Greek short end after reports that Greece's creditors failed to reach an agreement on Greek debt measures and held off releasing new funds to Greece. Additionally, Belgium have now opened books for their EUR 20yr with reports noting that demand has exceeded EUR 8.85b1n. Elsewhere, supply from the UK and Germany has been well digested. Top European News German Upswing Takes Business Sentiment to Highest Since 1991 Greek Deal on Debt Relief Founders as Talks Stretch to June U.K. Began New Fiscal Year With Higher-Than-Forecast Borrowing In currencies, the Bloomberg Dollar Spot Index dropped for a third day, falling 0.1 percent to head for the lowest level since Nov. 4. The yen rose 0.2 percent to 111.13 per dollar. The pound was little changed at $1.2996 after weakening as much as 0.4 percent. The euro rose 0.2 percent to $1.1258. Across FX markets, the news of the terror attack in Manchester has dominated the headlines, which prompted some mild GBP selling to trip below 1.30, although, bids layered in 1.2950 curbed further downside. EUR still feeling the upward momentum, now helped by the strong Eurozone PMI readings. NZD remains on the front foot off the back of optimistic expectations from the budget later this week. The local press have been shedding a positive light on some of the economy friendly measure. We have the Fonterra dairy auction later today, so this may test the NZD resolve which sees the spot rate above 0.7000 and AUD/NZD back in the mid 1.0600's. As can be said of a number of pairings in the majors, there look to be over-extensions of note, and some will be justified in attributing this to USD/JPY given the marginal price action see in Treasury yields. Sub 111.00 looks to be running into demand as we cannot ignore the prospect of a Fed rate hike in June. As we have spoken of in recent weeks, the market is also looking at the longer term perspective of the US rate path, but in light of this, the data has faded at best, so we expect some consolidation in the USD at these levels as we await more data. In commodities, WTI and Brent crude futures enter the North American crossover in negative territory as concerns continue to mount regarding the factions within the cartel and whether all players are on board with output curbs. More specifically, the Kuwait Oil Minister says that not everyone has agreed to a 9-month output extension but is agreed on a 6-month extension, while adding that deeper cuts are not being discussed. Crude oil prices also took a hit after the Chinese customs highlighted that China's crude imports from Russia and Saudi Arabia fell 1.9% and 3.9% respectively in April. In metals markets, gold prices are mildly higher due to a weaker USD and safe-haven flows in the wake of the Manchester Arena explosion, while copper prices failed to maintain traction as risk sentiment in the region turned cautious. Looking at the day ahead, in the US we’ll get the flash May PMIs along with April new home sales and May Richmond Fed manufacturing index. Away from the data, the Fed’s Kashkari is scheduled to speak again at two separate events while the Fed’s Harker speaks at 5pm ET. The other big focus for today will be the Trump’s administration budget request where we are expecting to get alot more details on the back of the skinny budget released back in March and some of the leaks this morning. US event calendar 9:45am: Markit US Manufacturing PMI, est. 53, prior 52.8; Services PMI, est. 53.3, prior 53.1; Composite PMI, prior 53.2 10am: New Home Sales, est. 610,000, prior 621,000; MoM, est. -1.77%, prior 5.8% 10am: Richmond Fed Manufact. Index, est. 15, prior 20 9am: Fed’s Kashkari Speaks with Reporters in Minneapolis 3pm: Fed’s Kashkari Speaks in Minneapolis 5pm: Fed’s Harker Speaks in New York DB's Jim Reid concludes the overnight wrap Awful news this morning for those of us in the UK after a suspected terrorist attack at a concert in Manchester late last night which has taken the lives of 19 people and left another 50 injured. If confirmed as a terrorist attack it will be the largest such atrocity on these shores since the 2005 London bombings. Safe haven assets are a little stronger this morning with 10y Treasury yields -1.7bps and Gold +0.15%. Sterling (-0.10%) is slightly weaker. The Nikkei (-0.12%) is a touch softer but most other markets in Asia are flat to slightly higher. Indeed the ASX is +0.03% while the Hang Seng (+0.30%), Shanghai Comp (+0.18%) and Kospi (+0.92%) are firmer. Also worth highlighting overnight is the news that S&P had moved to place Brazil’s sovereign BB rating on credit watch negative. Brazilian assets had resumed their selloff yesterday with the Bovespa down -1.54%, Brazilian Real weakening -0.38% and local currency bond yields 30bps higher. Also Bloomberg is reporting that President Trump is to announce $3.6tn in tax cuts over the next 10 years at today’s much anticipated budget plan. The proposal will supposedly claim to balance the budget within a decade. As we’ve noted before however it appears that the Republican-led Congress is likely to largely ignore the proposal. Today's main market story outside of the UK attack are the global flash PMIs. The strong YTD performance in equities has matched the strong recent performance of global PMIs so on this measure the rally is not out of line with the data. Of the main regions, China has perhaps seen the weakest PMI readings and it's notable that whilst US/European equities are up around 10-25% YTD, Chinese equities are slightly down. With this in mind today's flash PMIs from around the globe will give us an early sign to whether momentum is continuing at an elevated pace. In Europe the expectations are for broadly unchanged numbers for services and manufacturing with a 55 or 56 handle. In the US also broadly unchanged with a 53 handle for both. A sizeable move in either direction around this consensus would likely drive equities over the next few weeks. We’ll actually have to wait until next week to receive China’s PMIs but this morning Japan released its manufacturing PMI which came in at 52.0 for May versus 52.7 in April. This comes after market sentiment continues to improve after the US political shocks of last week. The S&P 500 (+0.52%) rose for the third consecutive session yesterday and is now up 1.76% from last week’s intraday lows and also back to within half of a percent of the all time high mark again. The Dow (+0.43%), Nasdaq (+0.82%) and Russell 2000 (+0.72%) indices also had a decent session despite there not really being much news. In fact the lack of any Trump-related headlines was probably a positive for sentiment although some of the deals struck with Saudi Arabia over the weekend were seen as a boost for markets. The VIX also plunged over 9% and closed back below its YTD average at 10.93. Markets in Europe were a bit more benign (Stoxx 600 -0.09%) with banks down for the fourth time in five days. Helping sentiment at the margin were higher Oil prices with WTI Oil (+0.91%) closing above $51/bbl for the first time since April 18th. This comes ahead of Thursday’s OPEC meeting where expectations are seemingly high for an extension to the supply cut agreement. In fact the rest of the commodity complex was generally firmer with Gold (+0.37%), Iron Ore (+0.80%), Copper (+0.37%) and Zinc (+0.67%) all edging up. The one asset which is struggling to recover from the Trump-inspired selloff from last week is the US Dollar (-0.16%) which fell for the 7th time in the last 8 sessions yesterday. That wasn’t helped by the strong day for the Euro though (+0.28%) which bounced after German Chancellor Merkel called the single currency “too weak” (albeit in the context of Germany’s trade surplus). As a longer term aside on the current and future financing of government debt, yesterday the UK Conservative Party seemed to take a care policy U-turn on their campaign trail. The reforms announced in their manifesto last week basically meant that more people would have to use their home to fund future elderly care down to their last £100,000. However the backlash led to remarks from PM Mrs May yesterday that they would consult on having a maximum amount that any person would be forced to pay. This comes only a couple of months after the same government announced a U-turn on taxing self employees people slightly more to be closer to other employees in the economy. This follows the previous chancellor George Osborne reversing a cut in tax credits (announced in 2015) for millions of low-paid families after immense and very public criticism. With the UK not seeing a budget surplus since 2001 (only very briefly after many prior years of big deficits) and with the Conservative Party last week delaying a return to a balanced budget to 2025 in their manifesto one wonders how budgets will ever balance again when any tax increases or welfare cuts are very quickly reversed when shown as unpopular. This is not a UK only phenomenon (well done Germany though) but this recent activity in the UK surely is reflective of a wider global issue of how to collect more in tax than you spend, especially as we get older, all have a vote and the working age population shrinks or growth stalls across the developed world. It's one of the reasons we think that helicopter money will eventually be prevalent. Governments can't cut deficits too much without major backlash. In the end it'll be easier to monetise them. On that note, following another set of marathon talks yesterday negotiations between Greece’s creditors failed to yield a deal on debt relief at last night’s Eurogroup meeting. The IMF and Germany were supposedly in disagreement over the amount of debt relief required to assure economic stability in Greece. Eurogroup Chair Jeroen Dijsselbloem said that it is still a priority to bring the IMF on board and that work will continue in the coming weeks with the hope that a deal can be concluded on June 15th at the next scheduled meeting for Eurogroup ministers. As a reminder Greece faces around €7bn of debt maturities in July. Onto credit, the latest ECB CSPP numbers were out yesterday and I was surprised to see the average daily corporate purchases at €401mn last week, notably above the average daily run rate of €365mn since the program started. So back in April and early May it looked like a broadly equal CSPP/PSPP split but last week's numbers gives us the possibility that CSPP hasn't been tapered as much after all. Just wrapping up the remaining newsflow yesterday, with no significant data out there was a bit of focus on the Fedspeak yesterday. The Dallas Fed’s Kaplan said that he still favoured two more rate hikes this year and a balance sheet reduction to start later this year. On inflation Kaplan said that “recent readings are likely not indicative of a weakening trend...and as slack continues to be removed from the labour market, headline inflation should reach, or exceed, the Fed’s 2% longer-run objective in the medium term”. Over at the ECB the Bundesbank’s Weidmann reiterated that inflation pressures are currently “muted” but that they should increase “with the continued economic upswing and gradual decline in unemployment in the Euro area”. Looking at the day ahead, we’ve got a fairly busy diary to get through in Europe this morning. Shortly after this hits your email we’ll get the final revisions to Q1 GDP in Germany (no change to the +0.6% qoq flash print expected) as well as details around the growth drivers. Shortly after that we get May confidence indicators out of France before all eyes turn to those flash May PMIs. Later on this morning we’ll get the May IFO survey out of Germany and public sector net borrowing data in the UK for April. This afternoon in the US we’ll also get the flash May PMIs along with April new home sales and May Richmond Fed manufacturing index. Away from the data, the Fed’s Kashkari is scheduled to speak again at two separate events (2pm BST and 8pm BST) while the Fed’s Harker speaks at 10pm BST. The ECB’s Coeure speaks this afternoon too. The other big focus for today will be the Trump’s administration budget request where we are expecting to get alot more details on the back of the skinny budget released back in March and some of the leaks this morning.
Торги на Токийской фондовой бирже проходили сегодня крайне вяло, а котировки колебались практически у нулевой черты, поскольку инвесторы проявляли осторожность после террористического акта в Манчестере.К окончанию операций на 0,33%, до 19 613,28 пункта ушел вниз ключевой для Японии индекс Nikkei, отражающий курсы акций 225...
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По итогам торгов понедельника в США индекс Dow Jones вырос на 0,43%, S&P – на 0,52%, Nasdaq – на 0,82%. В результате значение Dow Jones достигло уровня 20 899,09 пункта, S&P – 2 394,02 пункта, Nasdaq – 6133.62 пункта. Фондовый индекс Бразилии BRSP BOVESPA IND упал на 1,99% и составил 61 394,15 пункта. Индекс Лондонской фондовой биржи FTSE 100 увеличился на 0,34% и закрылся на уровне 7 496,34 пункта. Индекс Парижской фондовой биржи CAC 40 потерял 0,03% и закрылся на уровне 5 322,88 пункта. Индекс Франкфуртской фондовой биржи DAX снизился на 0,15% и к закрытию составил 12,619.46 пункта. Значение японского индекса Nikkei опустилось к настоящему времени на 0,35% и составило 19 609,62 пункта. На текущий момент индекс Китая CSI-300 потерял 0,05% и находится на уровне 3 409,678 пункта. Индекс фондовой биржи Гонконга HANG SENG поднялся на 0,12% и находится на уровне 25 422,77 пункта.
2013 г. стал лучшим для японского фондового рынка с 1972 г. Индекс Nikkei 225 вырос на по итогам уходящего года на 57%, чему способствовали удешевление иены и рост прибыльности японских корпораций. Этот год запомнится экономическими экспериментами, которые проводили многие страны. Самый грандиозный из них проходит в Японии. Японская валюта потеряла около 21% с начала года, что стало одним из главных катализаторов роста. Последний раз подобное удешевление иены наблюдалось только в 1979 г. Чистая прибыль выросла до 5,5 трлн иен ($55 млрд) в целом по 1280 крупнейшим нефинансовым компаниям Японии. Прибыль росла самыми быстрыми темпами с 2010 г., показатель в прошлом году составил 2,25 трлн иен. Рост прибыли был зафиксирован у таких компаний, как Panasonic, которая сократила 71 тыс. рабочих мест, Mazda Motor, перенесшей производство автомобилей в Мексику, и Toyota Motor, которая остановила строительство нового завода. Изменение ВВП Японии, г/г В настоящий момент ситуация на иностранных рынках складывается в пользу японских компаний. Однако ситуация с внутренним спросом остается сложной. По опросу экономистов, проведенном агентством Bloomberg, в следующем году темпы роста зарплат составят лишь 0,6%, в то время как уровень инфляции может превысить 3%. Таким образом, заработные платы будут расти в пять раз медленнее уровня цен. Это дополнительно сократит покупательную способность японцев и может сделать курс экономической политики, проводимый премьер-министром Синдзо Абэ, непопулярным.