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03 декабря, 02:06

BRIEF-Sharp is thinking about shutting down a building at its smartphone production base in the city of Hiroshima - Nikkei

* Sharp is thinking about shutting down a building at its smartphone production base in the city of Hiroshima - Nikkei

02 декабря, 18:00

Why You Shouldn’t Sell Your Nose-Diving Bonds

Stocks are soaring and bonds are slipping. Yet the smart investor owns - and should continue holding - both. Here’s why...

02 декабря, 14:39

Global Stocks, Futures, Commodities, Dollar Fall Ahead Of Payrolls, Italy Vote

Did Jeff Gundlach do it again? Shortly after the DoubleLine manager told Reuters yesterday afternoon that the Trump rally is ending, that "stocks have peaked" and that it is "too late to buy the Trump trade", US stocks tumbled to session lows, and have continued to drop overnight, with S&P futures down 0.3%, alongside sliding Asian and European markets; oil and the dollar are also down with the only asset class catching a bid are 10Y TSYs, whose yields are lower at 2.43% after reaching an 18 month high of 2.492% overnight ahead of today's nonfarm payrolls report. The dollar was on course for its first weekly decline in four weeks as investors trimmed bets following recent gains. However, the big risk event is not the job report, but Sunday's Italian referendum, which has cast a blanket of concerns over Europe, and especially its banks, and has prompted financial markets to end the week the way they started, "overshadowed by caution as stocks fall with commodities, the yen advances and a selloff in Treasuries abates" in the words of Bloomberg. “There is a great deal of trepidation among investors ahead of the vote,” said Ken Odeluga, a market analyst at brokerage firm City Index in London. “Even though we got a bounce yesterday after the OPEC agreement, there is still a huge amount of interest on the earish side and shorts in place. It’s the focus for Europe, and we are going to see more selling out of equities if we get a negative outcome. There is certainly room for more volatility.” Recent strong economic data from the U.S., including upbeat manufacturing activity and construction spending, have bolstered the view that the Fed will tighten monetary policy faster than expected to keep inflationary pressures in check. U.S. employers probably hired 179K workers in November, up from October, making it almost certain that the Federal Reserve will raise interest rates later this month. However, recent jitters that the ECB may announce a tapering of its own QE program next Thursday has become a bigger source of worry for markets than the Fed's second rate hike in over a decade. Today's payroll number therefore comes at a very interesting time. The market consensus is for a 180k print which follows a 161k gain in October. The range though between economists is anywhere from 140k to 250k. The average YTD print is 181k. As always keep an eye on the other components of the report including the unemployment rate (consensus is for no change at 4.9%) and average hourly earnings (expected to rise +0.2% mom). The report is out at 8.30am. The Stoxx Europe 600 Index extended its first weekly decline in a month and S&P 500 Index futures signaled further losses in U.S. equities as investors shift focus to a report on American payrolls. Oil led raw materials lower after climbing above $51 a barrel, Japan’s currency gained against all of its 16 major peers and gold rebounded from a 10-month low. While Treasuries edged higher, yields on 10-year notes are still near the highest since July 2015. “Few investors want to have a strong position either way,” said Mohit Kumar, head of rates strategy at Credit Agricole SA’s corporate and investment-banking unit in London. “Less risk is a good strategy.” Global stocks are headed for their first weekly decline since Donald Trump’s election victory last month as investors turn more wary about the outlook for higher U.S. rates and potential for rising political risks in Europe. The rally in commodities following Trump’s victory and an OPEC deal this week to cut output has boosted inflation expectations and bets the Federal Reserve will hasten increases. Volatility in European stocks and its single currency has climbed ahead of Italy’s weekend referendum and Austria’s presidential vote. European shares fell more than 1 percent, led by industrial and financial stocks. They have gained the most since Donald Trump won the U.S. presidential election last month. The Stoxx Europe 600 Index extended its first weekly decline in a month and S&P 500 Index futures signaled further losses in U.S. equities as investors shift focus to a report on American payrolls. Oil led raw materials lower after climbing above $51 a barrel, Japan’s currency gained against all of its 16 major peers and gold rebounded from a 10-month low. While Treasuries edged higher, yields on 10-year notes are still near the highest since July 2015. The gap between Italian and German bond yields, which shot to a 2 1/2-year high of 188 basis points (bps) last week, fell to 167 bps on Friday. "I suspect on Monday it will be very difficult to have a definitive opinion on what could be the future government in Italy and the appetite for further reform," said Franck Dixmier, global head of fixed income at AllianzGI, adding that the fund was 'short' Italian bonds. In commodity markets, oil prices eased from the 16-month high they reached after the Organization of Petroleum Exporting Countries agreed to cut output for the first time since 2008. Russia also agreed to reduce production for the first time in 15 years. Brent crude futures eased 0.26 percent to $53.80 a barrel. Bulletin Headline Summary From RanSquawk As many look ahead to today's nonfarm payroll report from the US, the European session has kicked off with equities firmly in the red This morning saw flow back into the JPY, which has gained across the board — notably the EUR this morning after rejecting 122.00 key resistance As well as US NFP report, Today's highlights include Canadian Jobs figures, as well as comments from Fed's Brainard and Tarullo Market Snapshot S&P 500 futures down 0.3% to 2186 Stoxx 600 down 1.1% to 337 FTSE 100 down 0.9% to 6692 DAX down 1% to 10426 German 10Yr yield down 3bps to 0.34% Italian 10Yr yield down 6bps to 1.99% Spanish 10Yr yield down 4bps to 1.57% S&P GSCI Index down 0.3% to 383.5 MSCI Asia Pacific down 0.5% to 136 Nikkei 225 down 0.5% to 18426 Hang Seng down 1.4% to 22565 Shanghai Composite down 0.9% to 3244 S&P/ASX 200 down 1% to 5444 US 10-yr yield down 1bp to 2.43% Dollar Index down 0.14% to 100.9 WTI Crude futures down 0.4% to $50.86 Brent Futures down 0.6% to $53.59 Gold spot up 0.3% to $1,175 Silver spot up 0.2% to $16.54 Top Headline News Starbucks’ Schultz to Hand CEO Role to Lieutenant Kevin Johnson: 33-year veteran of tech industry starts in April Exelon Gets $235 Million-a-Year Nuclear Lifeline in Illinois: Legislation secures payments for power from nuclear reactors Goldman’s Gary Cohn Said to Meet With Trump’s Team This Weekend: A cabinet appointment is said to be unlikely as talks continue, some advisers are concerned about too many Goldman picks Trump Says He’ll Appoint Mattis as Sec. of Defense; Trump Supports Completion of Dakota Access Pipeline: Reuters Workday Falls After CEO Warns of Big Deal Delays on Uncertainty: CEO cites Brexit, elections among concerns of customers Viacom’s Bakish Said to Be Interested in Buying Vice Stake: NYP Apollo, FXI Said to Make Bid for Innocor: New York Post Looking at Asian markets, stocks traded lower across the board following the mostly negative lead from US where tech names underperformed, with participants also tentative ahead of today's key NFP. ASX 200 (-1.0%) and Nikkei 225 (-0.7%) declined from the open as investors booked profits, with the latter further weighed by JPY strength as USD/JPY pulled back below 114.00. In China, Hang Seng (-1.3%) and Shanghai Comp (-0.9%) conformed to the subdued tone amid higher money market rates in which despite the overnight SHIBOR snapping 16 consecutive daily increases, 14-day to 1-year term rates continued to rise and the 3-month HIBOR gained to its highest since May 2009. Finally, 10yr JGBs traded were supported amid the risk averse sentiment in the region, while the BoJ's buying operations for a total JPY 1.23tr1 in maturities ranging from 1yr-10yr also underpinned. PBoC injected CNY 160bIn 7-day reverse repos, CNY 60bIn in 14-day reverse repos, CNY 25bn in 28-day reverse repos for a net weekly injection of CNY 70bIn vs. CNY 40bIn net injection last week.  PBoC set mid-point at 6.8794. South Korean opposition parties agreed to propose motion for the impeachment of President Park, with the vote on motion to be held on December 9th. Top Asian News Singapore Sanctions Ex-Goldman Banker Leissner After Probe: Standard Chartered, Coutts fined combined S$7.6m Rural China Banks With $4 Trillion Assets Facing Debt Test: Guiyang Rural sparked concern about risks at smaller lenders PBOC Headache Worsens as New $50,000 Conversion Quota Looms: Central bank focus for yuan seen shifting as FX reserves bleed Singapore Wealth Fund Prompts GLP to Start Strategic Review: No assurance any transaction will materialize, GLP says Crown Prince Becomes First New Thai King in Seven Decades: New monarch inherits control of fortune worth tens of billions As many look ahead to today's nonfarm payroll report from the US, the European session has kicked off with equities firmly in the red. European stocks have followed on from their Asian counterparts, with profit taking seen in energy and material names after the recent OPEC inspired upside. Further to this, IT stocks are also among the worst performers today, moving in tandem to the recent downside seen in US IT names, with the NASDAQ vastly underperforming over the past 48 hours. Elsewhere, price action remains relatively tight — fixed income markets have seen Bunds close the opening gap and pare earlier downside, which comes in tandem with the exacerbation of risk off sentiment given the softness seen in stocks. From a European standpoint, many are looking ahead to the Italian referendum on Sunday, with the GE/IT spread tightening so far this morning Top European News Italian Banks Flirt With Disaster Again as Renzi Teeters: Markets have priced in impact of a ‘No’ vote in referendum Hollande’s Exit Gives Valls Space to Seek French Presidency: Socialist Valls faces tough fight against Fillon and Le Pen Aixtron Tumbles as Obama Said Poised to Block Chinese Takeover: Aixtron rejection would be second China deal stopped by Obama In currencies, markets have been dominated by risk sentiment this morning, with equity markets coming off better levels on Wall Street in recent sessions and Asia sporting modest losses overnight. All of this has served to pull some flow back into the JPY, which has gained across the board — notably the EUR this morning after rejecting 122.00 key resistance. USD/JPY has also suffered as a result, though buyers still stepping in in anticipation of a strong US jobs report this afternoon, but there may be other areas to express USD strength as stocks could dominate. The Italian referendum this weekend will also prompt some risk pairing to some degree, despite some suggesting the negative impacts may be overstated in the run up. EUR/USD looks the obvious sell given the immediate focus, but as we have seen in the past week or so, there has been stubborn support coming in ahead of 1.0550 on each test lower amid continuous bouts of USD strength. GBP may have softened a little vs the USD, but against the EUR stays strong as the soft Brexit perceptions have been strengthened by EU comments regarding Britain's access to the single market. Cable looks support into the mid to low 1.2500's, while sellers in EUR/GBP resolute ahead of .8500. Commodity FX continues to favour the CAD; unsurprising given the OPEC deal this week. Outperformance vs the AUD and NZD in evidence, but all 3 could come unstuck vs both the USD and JPY if equity market losses start to accelerate. AUD a little more buoyant than NZD, courtesy of the better than expected Oct retail sales read. The Turkish Lira crashed to an all time low of 3.5935 after Erdogan called for lower interest rates. In commodities, it has been a mixed market as base metals have been trading lower in recent sessions, while Oil has risen in the latter part of the week in the aftermath of the OPEC meeting. Gains here are now tailing off a little with risk sentiment souring, and in turn, has seen Gold recoup some ground as emerging market weakness and the upcoming Italian referendum divert some trade into the safe havens. Dampened interest for Copper out of China looks to have been the latest catalyst for USD29 drop in the 3m contract. WTI hit highs around USD51.80, but is a little over a centdown on these levels this morning. Gold hit USD1160.0 or so, but was up USD20.0 earlier this morning. Looking at the day ahead, the main focus for markets today will be the November employment report in the US including the nonfarm payrolls number. Also due to be released is the ISM NY print for last month. Away from the data the BoE’s Haldane is scheduled to speak around lunchtime while the Fed’s Brainard and Tarullo are also on the cards for today. Meanwhile, along with obvious focus on the Italy referendum, a reminder also to keep an eye on the results of the Austrian presidential election re-run. Voting ends at 4pm GMT on Sunday with initial projections expected soon after. US Event Calendar 8:30am: Change in Non-farm Payrolls, Nov., est. 180k (prior 161k); Unemployment Rate, Nov., est. 4.9% (prior 4.9%) 9:45am: ISM New York, Nov. (prior 49.2) 12:30pm: Fed’s Tarullo speaks in Washington 1pm: Baker Hughes rig count DB's Jim Reid concludes the overnight wtap Bond markets must feel like my knee at the moment. Attacked from all directions. After a two-day +15.7bps rise in US 10yr yields and a +12.89% rise in WTI Oil over the same period, today's payroll number therefore comes at a very interesting time. The market consensus is for a 180k print which follows a 161k gain in October. The range though between economists is anywhere from 140k to 250k. Our US economists are at the lower end of the market and are forecasting a 150k reading which is below the 181k YTD and consistent with their view of a slower pace of economic activity in the current quarter. As always keep an eye on the other components of the report including the unemployment rate (consensus is for no change at 4.9%) and average hourly earnings (expected to rise +0.2% mom). The report is out at 1.30pm GMT. That move in rates yesterday actually saw 10y Treasury yields look at 2.5% at one stage (reaching a high of 2.492% intraday) before then settling into the end of the session to close at 2.448% (and +6.7bps on the day). Still, that’s the highest closing yield since July 2015. 2y Treasury yields were also up a little more than 3bps at 1.149% while 30y yields broke past 3.10% to close up nearly 8bps higher at 3.109%. There were similar moves also in Europe where 10y Bund yields in particular sold off 9.2bps to 0.364%. That was actually the biggest move higher for Bund yields since December 2015. BTP’s outperformed again in relative terms (10y +6.2bps to 2.046%) while EM had a day to forget with hard-currency bond yields in Brazil, Argentina and Columbia +20.1bps, +22.8bps and +11.6bps higher respectively. A few factors seemed to be in play yesterday contributing to the moves. Clearly the sharp move higher again for Oil continues to challenge markets’ outlook for inflation, while some better than expected manufacturing data in the US also helped at the margin. The ISM manufacturing print rose to 53.2 (vs. 52.5 expected) in November from 51.9 in October with the new orders component also rising, while the final manufacturing PMI was revised up from 53.9 to 54.1 – a level last matched in October last year. A bumper day for corporate issuance across the pond was also said to have been a factor although much of chatter was about another ECB article on Reuters. The article suggested that the ECB will extend bond purchases beyond March but at the same time ‘consider sending a formal signal after its policy meeting next Thursday that the program will eventually end’. The suggestion was that much of the prep staff work has focused on a six-month extension at the continued 80bn purchase rate but that some have indicated that they would favour an extension at lower volumes. The article quoted ‘senior sources’ which raises the usual validity question about such a story. In any case it seemed to have some impact on markets. Meanwhile in equity land there was a bit of a déjà-vu feeling for US equities in particular where another decent day for energy and financials stocks – reflecting the moves for Oil and rates – was more than offset by weakness across rate sensitive and defensive sectors and to a great extent, the tech sector with the Nasdaq (-1.36%) suffering its worst one-day fall since October 11th with the sector seemingly plagued by continued sector rotation post the US election. In Europe the Stoxx 600 closed -0.33% but the FTSE MIB (+0.99%) rallied for the third successive day, in which time it is up more than 5%. Like the moves for bonds, EM equities also struggled with bourses in Brazil, Mexico and Argentina down -3.88%, -0.95% and -1.97% respectively. Alongside payrolls, Italy will continue to attract attention with the referendum being held on Sunday. In terms of timing, we’re expecting to get provisional turnout results from 7pm GMT with exit polls then expected around 10pm GMT on Sunday night (although these have proved unreliable in the past) with the first projections by Italian pollsters based on counted votes at around 10.45pm GMT. The final result could come in around 2am on Monday and we’ll have a full wrap up of it in Monday’s EMR. Ahead of this, our European equity strategists have published a note this morning suggesting that a rebound in the Italian equity market should be largely restricted to financial stocks in case of a “Yes” vote. Although the FTSE MIB is trading at a 15% discount relative to its 10-year average vs. Europe, valuations look substantially less attractive once banks are excluded from the index. The relative P/E of the FTSE MIB ex banks is trading in line with its long-term average vs. Europe ex banks. Several Italian sectors are even trading at a premium vs. their European peers, showing no signs yet of a spillover of banking sector risks. Over now to a recently forgotten theme - namely Brexit. Remember that? Yesterday Brexit secretary David Davies and Chancellor Hammond suggested that Britain may be prepared to pay into the EU budget for access to the single market. This is the first time such a view has been expressed in official channels. Obviously it's still fairly early stages and also hypothetical but the UK government is seemingly becoming increasingly pragmatic from the hard line stance that was taken at the Conservative party conference back in October. Whether Europe has any interest in also being pragmatic is a debate for another day but overall the development certainly aided Sterling which climbed +0.68% vs. the Dollar to $1.2591 albeit well off the intraday high of $1.2696. While we’re on the theme of politics, last night we also heard the slightly surprising announcement that French President Hollande will not run for re-election next year. The Socialist party will now choose its candidate through a two-round primary on the 22ndand 29th of January. The suggestion is that the door is now open for Prime Minister Valls to be in the running, as well as ex-economy minister Montebourg. It’s worth noting that the polls aren’t giving much of a chance for any Socialist candidate qualifying for the second round of the Presidential election and it appears extremely challenging for the centre-left to prevent a Fillon-Le Pen play-off in the second round and final round. Refreshing our screens now where markets in Asia this morning are largely following the lead from the losses in Europe and on Wall Street yesterday. The Nikkei (-0.47%), Hang Seng (-0.98%), Shanghai Comp (-0.30%), Kospi (-0.75%) and ASX (-0.70%) are all currently in the red, while sovereign bond yields in the antipodeans are 7-8bps higher and a few basis higher in Asia. Oil (-0.30%) has edged a touch lower while US equity index futures are also modestly lower. A quick wrap up of the remaining data yesterday. In the US the other data out included construction spending which rose a tad less than expected (+0.5% mom vs. +0.6% expected) but did include material upward revisions to prior months. In fact it was enough to see the Atlanta Fed revise up their Q4 GDP forecast to 2.9% from 2.4%. Initial jobless claims were reported as rising 17k last week to 268k while finally total vehicles sales in November fell as expected to an annualized rate of 17.8m from 17.9m. Meanwhile in Europe the final manufacturing PMI’s for November didn’t throw up any real surprises. There was no change to the Euro area print at 53.7, while a 0.1pt downward revision for Germany to 54.3 was somewhat offset by a 0.2pt increase in France to 51.7. The non-core was where most interest lay though and as expected the data was reasonably strong. Italy rose 1.3pts to 52.2 (vs. 51.3 expected) and Spain rose 1.2pts to 54.5 (vs. 53.7 expected). The UK was a little more disappointing after printing at 53.4 (vs. 54.4 expected), down from 54.2 in the month prior. The final data to mention is the Euro area unemployment rate print which came in at 9.8% and a new post-financial crisis low. Looking at the day ahead now. It’s a pretty quiet end to the week in Europe today with the sole release being the October PPI print for the Euro area. As mentioned earlier the main focus for markets today will of course be the November employment report in the US including the nonfarm payrolls number. Also due to be released is the ISM NY print for last month. Away from the data the BoE’s Haldane is scheduled to speak around lunchtime while the Fed’s Brainard (at 1.45pm GMT) and Tarullo (at 6pm GMT) are also on the cards for today. Meanwhile, along with obvious focus on the Italy referendum, a reminder also to keep an eye on the results of the Austrian presidential election re-run. Voting ends at 4pm GMT on Sunday with initial projections expected soon after.

02 декабря, 11:46

Вероятность повышения ставок ФРС к текущему моменту составляет почти 93%

Китайский индекс CSI300 теряет на 1%. Японский Nikkei 225 снижается на 0,45%. Фьючерс на S&P 500 теряет чуть более 0,1%. Рынки готовятся к заседанию ФРС США, до которого остается менее 2 недель. Судя по FedWatch на бирже CME, вероятность повышения ставок к текущему моменту составляет почти 93%. Котировки нефти корректируются после значительного роста за последние несколько торговых сессий. Баррель Brent стоит $53,29, а Light - $50,63. С одной стороны, коррекция выглядит закономерной из-за желания части игроков зафиксировать значительную прибыль. С другой стороны, некоторые сомнения вызывает способность стран ОПЕК+ реализовать достигнутые соглашения. В частности, России сократить добычу может помешать зимний период и значительная доля частных нефтяных компаний.

02 декабря, 10:54

ГК Финам: В первой половине дня ожидается снижение по индексу ММВБ и ослабление рубля

В пятницу утром для российского фондового рынка сложился негативный внешний фон. Китайский индекс CSI300 теряет на 1%. Японский Nikkei 225 снижается на 0,45%. Фьючерс на S&P 500 теряет чуть более 0,1%. Рынки готовятся к заседанию ФРС США, до которого остается менее 2 недель. Судя по FedWatch на бирже CME, вероятность повышения ставок к текущему моменту составляет почти 93%.

02 декабря, 09:50

Падение индекса доллара компенсирует снижение цен на нефть

В пятницу утром для российского фондового рынка сложился негативный внешний фон. Китайский индекс CSI300 теряет на 1%. Японский Nikkei 225 снижается на 0,45%. Фьючерс на S&P 500 теряет чуть более 0,1%. Рынки готовятся к заседанию ФРС США, до которого остается менее 2 недель. Судя по FedWatch на бирже CME, вероятность повышения ставок к текущему моменту составляет почти 93%. Котировки нефти корректируются после значительного роста за последние несколько торговых сессий. Баррель Brent стоит $53,29, а Light - $50,63. С одной стороны, коррекция выглядит закономерной из-за желания части и игроков рынка зафиксировать значительную прибыль. С другой стороны, некоторые сомнения вызывает способность стран ОПЕК+ реализовать достигнутые соглашения. В частности, России сократить добычу может помешать зимний период и значительная доля частных нефтяных компаний. Учитывая негативный внешний фон, в первой половине дня ожидаю снижения по ММВБ в пределах 0,5%.

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02 декабря, 09:00

Доброе утро! Информационная группа Finam.Ru и Инвестиционная компания "ФИНАМ" рады приветствовать Ва

По итогам торгов четверга в Америке индекс Dow Jones вырос на 0,36%, S&P снизился на ,35%, Nasdaq – на 1,37%. В результате значение Dow Jones достигло уровня 19 191,93 пункта, S&P – 2 191,08, Nasdaq – 5 251 пункт. Фондовый индекс Бразилии BRSP BOVESPA IND уменьшился на 3,88% и составил 59 506,54 пункта. Индекс Лондонской фондовой биржи FTSE 100 снизился на 0,45 и закрылся на уровне 6 752,93 пункта. Индекс Парижской фондовой биржи CAC 40 опустился на 0,39% и закрылся на уровне 4 560,61 пункта. Индекс Франкфуртской фондовой биржи DAX потерял 1% и к закрытию составил 10 534,05 пункта. Значение японского индекса Nikkei опустилось к настоящему времени на 0,49% и составило 18 421,75 пункта. Индекс Корейской фондовой биржи KOSPI снизился на 0,69% и находится на уровне 1 970,16 пункта. На текущий момент индекс Китая CSI-300 торгуется в минусе на 1,32% и находится на уровне 3 518,08 пункта.

02 декабря, 07:55

Ситуация на фондовых площадках Азиатско-Тихоокеанского региона:

Основные фондовые индексы Азиатско-Тихоокеанского региона торгуются в красной зоне после бурного роста котировок в четверг на фоне договоренности участников Организации стран - экспортеров нефти (ОПЕК) о сокращении ее добычи. Инвесторы ожидают публикацию, важнейших для рынка, данных по числу рабочих мест вне сельского хозяйства США, которые выйдут сегодня в 13:30 GMT. Многие на рынке считают, что именно эти данные дают наиболее ясный ориентир относительно состояния рынка труда и могут увеличить шансы на продолжение ужесточения денежно-кредитной политики ФРС США. Котировки на крупнейшей в Азии Токийской фондовой бирже растут, так как инвесторы фиксируют прибыль, после вчерашнего незначительного роста. По словам аналитиков, инвесторы сейчас фиксируют прибыль, полагая, что котировки на рынке несколько завышены. Также на динамику торгов влияет курс иены, который немного увеличился, что невыгодно японским компаниям-экспортерам. На фоне позитива на нефтяном рынке растут котировки японских корпораций Japan Petroleum Exploration и Inpex на 3,4% и 1,1 % соответственно. Наибольшие потери зафиксированы среди японских поставщиков компании Apple Inc, после сообщения о сокращении заказов на iPhone 7. Акции Альпы Electric упали на 3,3%, Taiyo Yuden - на 1,8% и Murata Manufacturing - на 2,9%. Nikkei 225 18,400.58 -112.54 -0.61% Shanghai Composite 3,247.67 -25.64 -0.78% S&P/ASX 200 5,452.20 -48.04 -0.87% Информационно-аналитический отдел TeleTradeИсточник: FxTeam

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02 декабря, 02:28

Фондовый рынок. Daily history за 01 декабря 2016 года:

(индекс/цена закрытия/изменение, пункты/изменение, %) Nikkei 225 18,513.12 +204.64 +1.12% Shanghai Composite 3,274.07 +24.04 +0.74% S&P/ASX 200 5,500.24 0.00 0.00% FTSE 100 6,752.93 -30.86 -0.45% CAC 40 4,560.61 -17.73 -0.39% Xetra DAX 10,534.05 -106.25 -1.00% S&P 500 2,191.08 -7.73 -0.35% Dow Jones Industrial Average 19,191.93 +68.35 +0.36% S&P/TSX Composite 15,027.53 -55.32 -0.37% Источник: FxTeam

Выбор редакции
01 декабря, 20:21

BRIEF-Canon is helping Japan build a low-cost "mini-rocket" for future satellite launches - Nikkei

* Canon Inc is helping Japan build a low-cost "mini-rocket" for future satellite launches - Nikkei

01 декабря, 17:15

Перед открытием фондовых рынков США: фьючерсы на премаркете демонстрируют незначительные и разнонаправленные изменения

Перед открытием рынка фьючерс S&P находится на уровне 2,199.75 (+0.04%), фьючерс NASDAQ снизился на 0.05% до уровня 4,813.50. Внешний фон нейтральный. Основные фондовые индексы Азии завершили сессию в плюсе. Основные фондовые индексы Европы на текущий демонстрируют негативную динамику. Nikkei 18,513.12 +204.64 +1.12% Hang Seng 22,878.23 +88.46 +0.39% Shanghai 3,274.07 +24.04 +0.74% FTSE 6,704.58 -79.21 -1.17% CAC 4,560.11 -18.23 -0.40% DAX 10,553.87 -86.43 -0.81% Январские нефтяные фьючерсы Nymex WTI в данный момент котируются по $50.39 за баррель (+1.92%) Золото торгуется по $1,170.60 за унцию (-0.28%) Фьючерсы на основные фондовые индексы США на премаркете демонстрируют незначительные и разнонаправленные изменения, несмотря на продолжающийся рост нефтяных котировок. Внимание участников рынков постепенно смещается к данным по рынку труда США, которые выйдут в завтра, а также на запланированный на воскресенье референдум в Италии. Нефтяные котировки выросли сегодня более, чем на 1.5%, поддерживаемые сообщением, что страны ОПЕК сумели вчера договориться относительно сокращения объема добычи нефти. Согласно достигнутой договоренности, начиная с января объем дневной нефтедобычи странами ОПЕК снизится на 1,2 млн. баррелей до уровня 32.5 млн. баррелей. Данное соглашение будет действовать до мая 2017 года, когда пройдет очередное заседание ОПЕК, на которое будет решаться вопрос относительно продления его действия. В фокусе рынков также находятся данные Министерства труда США по первичным обращение за пособием по безработице, которые показали, что число американцев, впервые подавших заявки на получение пособия по безработице, заметно увеличилось на прошлой неделе, но осталось на уровне, который соответствует "здоровому" рынку труда США. Согласно отчету, с учетом сезонных колебаний количество первичных обращений за пособием по безработице на неделе, завершившейся 26 ноября, увеличилось на 17 000, до уровня 268 000. Экономисты ожидали, что число обращений составит 253 000. Показатель за предыдущую неделю не пересматривался (251 000). Стоит подчеркнуть, число обращений остается ниже 300 000 в течение 91-й недели подряд, что является самой длительной серией с 1970 года. Важных сообщений корпоративного характера, способных оказать влияние на динамику широкого рынка, на премаркете отмечено не было. После начала торгов влияние на их ход могут оказать данные по деловой активности в производственном секторе американской экономики от ISM (12:30 GMT).Источник: FxTeam

01 декабря, 16:45

До закрытия торгов рост на рынке РФ сохранится

В силу возросшего спроса продолжается рост цен на жилые дома в 20 крупнейших городах США, население стремится использовать преимущества низких ставок до декабрьского повышения со стороны ФРС. Относительно нашей макростатистики отметим, к примеру, что индекс PMI обрабатывающих отраслей за месяц увеличился с 52,4 до 53,6 пункта (максимум за пять с половиной лет), улучшению ситуации способствовали такие факторы, как рост производства и новых заказов, с одновременным ростом закупочной активности на фоне сравнительно невысокой инфляции. Улучшение макроэкономических показателей повышает доверие инвесторов и способствует росту спроса на суверенные бумаги. Фондовые торги в Азии закрылись ростом индексов, Nikkei на 1,05, SSE на 0,72, Hang Seng на 0,37, KOSPI на 0,01%. В ходе торгов иена ослабела до 114 ед. за долл., макростатистика была в основном положительной, так, индекс деловой акт

01 декабря, 14:37

S&P Futures, Europe, Dollar Drop; Yields Rise As WTI Advances Above $50

Following a November to remember, which saw tremendous market gains following the election of Donald Trump, December has started off on the back foot, with US equity futures lower, European stocks halting a two day advance ahead of the Italian referendum, US Treasury yields higher and the US dollar backing away from a 9 month high. One place where recent euphoria has continued was oil, where following yesterday's OPEC oil deal and 9% surge in crude, WTI continued its ascent and was trading above $50 in early trading, however skepticism about the rally is building with stories such as "Oil price rally likely short-lived as OPEC deal not enough to reduce glut" from Reuters and "Hangover Awaits as OPEC Celebrates Its Biggest Accord in Years" from Bloomberg. Analyst were also skeptical: “Oil could go up to $60, but then the shale drillers come out and the price will likely come back down,” Keigo Matsubara, chief financial officer of the Japanese trading house said in an interview Thursday. “Oil can’t continue over $50.”  "The question is whether this (production cut) is going to put a floor under the oil price from here. The answer to that could well depend on what happens with the global economy in the coming year," said Simon Smith, chief economist at FXPro. All eyes are now on whether the OPEC deal will hold together. If the bounce in oil prices gathers pace after the OPEC deal it was expected to have a broad implication on the global economy. OPEC's output cut is also seen as a boon for U.S. shale producers, rivals to the oil cartel. The S&P energy index .SPNY jumped nearly 5 percent on Wednesday. While November may have been one of the most unforgettable months in markets in years, December is shaping up just as exciting: this is the month of the Italian referendum, the Austrian election (where Europe's first far right leader since WWII could be elected), a probable Fed hike (only the second in 10 and a half years) and a big ECB decision on what next for QE. Ahead of these events, the U.S. dollar declined against most of its 16 major peers before a payrolls report on Friday, while a measure of euro volatility jumped to the highest since before the Brexit vote as investors brace for Italy’s referendum and Austria’s presidential election on Dec. 4 and the European Central Bank’s policy decision in a week’s time. The jump in oil prices added to inflation expectations in the United States, which were already rising on prospects that president-elect Donald Trump would adopt reflationary policies using a large fiscal stimulus. As a result the rout in U.S. Treasuries resumed, with yields pushing higher, especially on longer-dated bonds.  The overnight slump in Treasuries extended the biggest climb in 10-year yields since 2009. The 10Y Treasury yield increased three basis points to 2.41% after surging nine basis points Wednesday to their highest close since July last year. It jumped 56 basis points last month. The 30-year yield has climbed more than 40 basis points since the Nov. 8 presidential election, heading back towards a 14-month peak of 3.09 percent marked last week. "Higher oil prices, talk of ultra-long issuance in the U.S. and strong U.S. data all helped push U.S. yields higher," RBC Capital markets said in a note to clients on Thursday. "This remains our key theme for next year as well – we believe U.S. yields will keep leading the charge higher on improving macro backdrop and rising inflation expectations." 10Y German bunds added 4 bps to 0.31%. Not surprisingly, according to Roger Bridges, the chief global strategist for interest rates and currencies in Sydney at Nikko Asset Management’s Australia unit, "a lot of people are beginning to think that it is the end of the bull rally." The Bloomberg Barclays Global Aggregate Total Return Index of bonds fell 4 percent in November, biggest decline since index started in 1990. The Stoxx Europe 600 Index lost 0.5% as all but three of the 19 industry groups retreated. S&P 500 Index futures slid 0.1 percent, signaling U.S. shares may continue their Wednesday decline. Glencore Plc gained 3 percent after saying its debt reduction plan is on track and it will reinstate its dividend next year. Banco Popular Espanol SA rose 3.5 percent after a report the lender is weighing a potential merger with another bank and has approached Banco Bilbao Vizcaya Argentaria SA, among others. Daily Mail and General Trust Plc rose 6.4 percent after it reported 2016 revenue that beat estimates. "We are all waiting for the NFP tomorrow, the referendum in Italy this weekend and the ECB next week,” Athanasios Vamvakidis, head of G-10 currency strategy at Bank of America Merrill Lynch, said in an email. “It’s consolidation ahead of key events." Today, traders will be looking to non-farm payrolls data for more clues on the pace of interest-rate increases, after ADP Research Institute reported the biggest jump in private-sector workers since June. Market Snapshot S&P 500 futures down 0.1% to 2196 Stoxx 600 down 0.5% to 340 DAX down 0.7% to 10569 German 10Yr yield up 4bps to 0.31% Italian 10Yr yield up 1bp to 2% Spanish 10Yr yield up 1bp to 1.57% S&P GSCI Index up 0.5% to 378.9 MSCI Asia Pacific up 0.6% to 137 Nikkei 225 up 1.1% to 18513 Hang Seng up 0.4% to 22878 Shanghai Composite up 0.7% to 3273 S&P/ASX 200 up 1.1% to 5500 US 10-yr yield up 3bps to 2.41% Dollar Index down 0.27% to 101.23 WTI Crude futures up 0.5% to $49.70 Brent Futures up 0.7% to $52.21 Gold spot down 0.4% to $1,168 Silver spot down 0.8% to $16.38 Top Global News Starboard Said to Push Rockwell Collins to Reassess B/E Deal: Activist said to take Rockwell Collins stake to push for sale Destructive Hacks Strike Saudi Arabia, Posing Challenge to Trump: Multiple attacks eminated from Iran, digital evidence suggests China Factory Gauge Jumps as Borrowing Boosts Old Drivers: Manufacturing PMI rises to 51.7, services advance to 54.7 Credit Suisse Said to Freeze Accounts in Search for U.S. Assets: U.S. prosecutors now asking why $200 million was hidden Goldman Sees Oil Breaking $60 If OPEC Deal Done as Promised: Full OPEC compliance, Russia’s curb bullish for oil United May Amend $12.4 Billion Airbus Deal to Take Smaller Jets: CFO Levy says A350-1000s may be swapped for smaller aircraft SAC Capital to Pay $135 Million to End Last Insider Case: Steve Cohen’s old firm agrees to settle with Elan shareholders Georgia Won’t Publish Chicken Price This Week on Lack of Data: Agriculture department says too few producers participating Russia Weaponized Social Media in U.S. Election, FireEye Says: Senate Democrats want data on Russian hacking declassified * * * Looking at regional markets, Asia stocks shrugged off the weak close in the US and traded higher across the board amid encouraging Chinese PMIs and strength in energy following the OPEC output deal. Energy names led in the ASX 200 (+1.1%) on the back of an almost 10% surge in oil prices after OPEC reached an agreement to cut output by 1.2mln bpd to 32.5mln bpd starting in January. Nikkei 225 (+1.2%) initially soared to its best level this year on JPY weakness after USD/JPY broke above 114.00 in the prior session, although the index failed to maintain YTD highs on profit taking and a pull-back in USD/JPY. Shanghai Comp (+0.7%) and Hang Seng (+0.3%) were underpinned after Chinese Official Mfg PMI topped estimates to post its highest since July 2014 and although the Caixin Mfg PMI was at a slight miss, it still represented a 5th consecutive month of expansion. 10yr JGBs saw spill-over selling from USTs, with demand for JGBs also dampened amid gains in stocks. However, 10yr JGBs pared some losses despite a softer 10yr auction than the previous month, as the results were deemed roughly consistent with this year's averages. Chinese Manufacturing PMI (Nov) 51.7 vs. Exp. 51.0 (Prey. 51.2), highest level since July 2014. Chinese Non-Manufacturing PMI (Nov) 54.7 (Prey. 54.0) highest level since June 2014. Chinese Caixin Manufacturing PMI (Nov) 50.9 vs. Exp. 51.0 (Prey. 51.2). Top Asian News PBOC Seen Shifting Focus in Yuan Battle as Foreign Reserves Drop: China said to have set up new hurdles for yuan, M&A outflows India Manufacturing PMI Slips From 22-Month High After Cash Ban: Nov. reading was 52.3, first indicator since cash decision Rupee’s November Swoon Casts Shadow on India Unhedged Debts: India Inc. due to repay $10 billion of overseas debt by March Alphadyne Said to Spin Off $2 Billion Singapore Hedge Fund Unit: Transition to new firm said to start in first half of 2017 DBS Eliminates a Dozen Jobs at Brokerage as Trading Slumps: Value of shares traded in city-state down 24% from 2013 European equities have spent the session in the red (Euro Stoxx: -0.4%) with underperformance seen in defensive names. This comes after the significant strength seen during yesterday's session in tandem with the OPEC deal, with energy names continuing to outperform today. Financials are also higher this morning, with Deutsche Bank leading the way higher in the DAX, Italian Banks the best performers in the FTSE MIB and Banco Popular the best performer in Europe after dual reports of potential interest from BBVA and reports that the chairman may be replaced. Fixed income markets have seen yields rise, with the US 10Y breaking above 2.4% to reach its highest level since July 2015, while over in Europe outperformance has been seen in the periphery. Also of note, today sees supply from both Spain and France. Top European News Glencore’s Reversal of Fortune Marked by Return to Dividends: Investors weren’t expecting a dividend reinstatement, Goldman says Maersk Line Teams Up With Oetker Group to Buy Hamburg Süd: World’s No. 1 shipping line will take over the industry’s seventh biggest container liner Euro-Area Manufacturing Picks Up as Weaker Euro Bolsters Exports: Purchasing Managers’ Index for manufacturing rose to 53.7 from 53.5 in October In currencies, the dollar slipped 0.2 percent to 114.27 yen at 10:15 a.m. in London. It weakened 0.3 percent versus the euro to $1.0616, while the pound was also up 0.3 percent to $1.2544. Bloomberg’s Dollar Spot Index slid 0.2 percent after advancing 0.5 percent Wednesday, leaving it up 3.9 percent in November, the most since September 2014.  Traders are paying the most since June’s peak to protect against price swings in the euro versus the dollar, according to one-week implied volatility in the currency pair. The yuan dropped 0.1 percent onshore, reflecting dollar strength, and gained 0.2 percent offshore amid strengthening factory gauges and a crackdown on capital flow. In commodities, West Texas Intermediate crude added 0.9 percent to $49.87 a barrel after trading as high as $50.24 earlier. It surged 9.3 percent last session, the biggest one-day gain since Feb. 12. It ended November up 5.5 percent. The OPEC-led deal was broader than many people had expected, given that it extended beyond the bloc with Russia agreeing to unprecedented cuts to its own output. U.S. natural gas futures for January rose to highest for front-month contract since December 2014 as cold weather seen sweeping west. Gold slipped 0.3 percent to the lowest level since February. Zinc gained 0.6 percent, while copper fell 0.8 percent. Metals in London in November had their best month since 2010. Looking at the day ahead, we’ll firstly get the latest weekly initial jobless claims reading, followed then by the final manufacturing PMI revision, construction spending and the ISM manufacturing print for November (market consensus is for 52.5 versus 51.9 in October). Later the November vehicle sales numbers will also be released (expected to decline modestly). Away from the data the Fed’s Mester and Kaplan are both due to speak again, while the ECB’s Coeure is also scheduled to speak. US Event Calendar 7:30am: Challenger Job Cuts y/y, Nov. (prior -39.1%) 8:30am: Initial Jobless Claims, Nov. 26, est. 253k (prior 251k) 8:30am: Fed’s Mester speaks in Washington 9am: Fed’s Kaplan speaks in San Antonio 9:45am: Bloomberg Consumer Comfort, Nov. 27 (prior 44.8) 9:45am: Markit US Manufacturing PMI, Nov. F, est. 53.9 (prior 53.9) 10am: ISM Manufacturing, Nov., est. 52.5 (prior 51.9) 10am: Freddie Mac mortgage rates 10:30am: EIA natural-gas storage change * * * DB's Jim Reid concludes the overnight wrap Welcome to December the month of the Italian referendum, the Austrian election (where Europe's first far right leader since WWII could be elected), a probable Fed hike (only the second in 10 and a half years) and a big ECB decision on what next for QE. So it is unlikely to be quiet. Ahead of this today I find out whether my second knee operation in 18 months was a success or not as the 5-month MRI results will be reviewed by the consultant. Last night I spent an hour on YouTube learning to self diagnose the CD of the scan which was probably a very silly thing to do. All I know is there is a river of swelling still slushing around my knee and that my meniscus doesn't look anything like the 25-year olds I saw on the YouTube clip. One asset that made a very late run towards the top was Oil. OPEC yesterday announced their first oil production agreement in 8 years which will see production cut by 1.2 mmb/d to about 32.5 mmb/d for six months from the start of January 2017, with the option to extend the agreement to the end of 2017. Aggregate production has been stated in terms of the 14 OEPC members including Indonesia, although Indonesia is no longer a member as of this meeting. Non-OPEC members including Russia have also agreed to lower production by 600 kb/d. The heavy lifting though looks set to be done by Saudi Arabia who has agreed to reduce output by 486 kb/d. At the same time the Saudi’s appear to have softened their stance on Iran somewhat with the latter now freezing production at just shy of 3.8 mmb/d and marginally higher than current levels. Iraq, who had previously disputed cutting, agreed to a cut of 210 kb/d. By the end of play WTI had closed up +9.31% at $49.44/bbl. It had been up a little more than 10% at one stage although just failed to break the $50/bbl mark. Brent had no such issue though and smashed through $50 to close +9.55% or $4.50 higher on the day at $51.84/bbl. The move for WTI in particular is the biggest one-day gain since February 12th. In fact we thought it would be interesting to see how many times WTI has risen more than yesterday on a single day. Bloomberg pricing data goes back to 1983 and in the 8435 trading days since then, yesterday ranks 33rd by largest one day moves in both percentage terms and also in Dollar terms. Our commodity strategists pointed out in their note last night that the agreement is more bullish than market expectations in that first, the 33.0 mmb/d upper limit in the range has been omitted, leaving the 32.5 mmb/d as the sole target level. Second, the non-OPEC contributions of 600 kb/d have been described as nearly agreed, with Russia and Oman having been named as key contributors. That said while the agreement is clearly a big help for the demand-supply rebalancing, our colleagues still remain sceptical that the full non-OPEC reduction will be realised. They retain their pre-existing expectation of OPEC-14 production at 33.2 mmb/d in 2017 (32.46 mmb/d excluding Indonesia which has now left the organisation) and reaffirm their price forecasts for next year at $55/bbl for Brent and $53/bbl for WTI. The biggest feed through to other asset classes from the Oil move was in sovereign bond markets where the reflationary effect had yields spiking higher. 10y Treasury yields surged 9bps to 2.382% after peaking a little above 2.400%, and in the process closed at the highest yield since July 2015. Yields are now over 100bps higher than where they were just 5 months ago. There was a similar move for EM sovereigns while in Europe 10y Bund yields edged up just over 5bps to 0.271%. BTP’s outperformed again with 10y yields ‘only’ 4bps higher. Aiding the bond-selloff though was some decent data in the US. In particular the ADP employment change reading which came in ahead of consensus at 216k (vs. 170k expected) ahead of tomorrow’s payrolls. More on the other data shortly. Meanwhile it was a much more mixed performance across equity markets. Despite a near 5% rally for the energy sector and also a strong day for financials following a positive reaction to the appointment of Steven Mnuchin as US Treasury Secretary – who has since told CNBC to expect ‘the largest tax change since Reagan’ – and the move for rates, those gains were more than offset by weakness across utilities, telecoms and the consumer staples sectors resulting in the index closing down -0.27% by the final bell. It was a slightly better tone in Europe though with the Stoxx 600 edging up +0.31% while the Italian FTSE MIB (+2.23%) concluded its second consecutive >2% bounce ahead of this Sunday’s referendum. This morning in Asia, with Oil largely consolidating gains, a surge for energy stocks has led bourses higher in the region. The standout is the Nikkei (+2.15%) which has also benefited from a much weaker Yen yesterday, while the Hang Seng (+0.69%), Shanghai Comp (+0.52%), Kospi (+0.08%) and ASX (+0.91%) have also edged higher. Helping sentiment too was the release of the November PMI’s in China this morning. The official manufacturing PMI has risen 0.5pts to 51.7 (vs. 51.0 expected) and to the highest since July 2014, while the non-official PMI rose 0.7pts to 54.7 which is the highest since June 2014. The independent Caixin survey did however paint a slightly different picture with the manufacturing reading edging down 0.3pts to 50.9 with most sub indices also softening. Back to the remaining US data yesterday. There was a positive readthrough from the latest personal income print which rose +0.6% mom in October (vs. +0.4% expected), with data in the month prior also revised up. Personal income rose +0.3% mom during the month (vs. +0.5% expected) but September data was revised up two-tenths meaning the YoY rate rose to +4.2% and the most since January 2015. The PCE core rose +0.1% mom as expected while the deflator rose a little bit less than expected (+0.2% mom vs. +0.3% expected). Meanwhile, the Chicago PMI rose a bumper 7pts to 57.6 (vs. 52.5 expected) which is the highest since January 2015 and a positive read across for today’s ISM manufacturing. The final data to note was the October pending home sales data where sales were reported as rising +0.1% mom as expected in October. Before we move to today’s diary, a quick wrap up of yesterday’s data in Europe. The highlight was perhaps the flash Euro area CPI report for November which revealed headline inflation of +0.6% yoy which is up one-tenth from October and in fact the highest reading since April 2014. The core was unchanged at +0.8% yoy. In Germany retail sales rose a bumper +2.4% mom in October (vs. +1.0% expected) while Germany’s unemployment was reported as holding steady last month at 6%. In France, CPI came in slightly ahead of consensus for last month in the flash reading (0.0% mom vs. -0.1% expected), helping to raise the YoY rate to +0.5% from +0.4%. The last thing to note is the BoE’s Financial Stability Report and the latest round of stress test results. According to the report the ‘the economy has entered a period of adjustment following the EU referendum’ and so ‘the likelihood that some UK specific risks to financial stability could materialize remains elevated’. Meanwhile the stress tests revealed that there are some ‘capital inadequacies’ at three institutions. It was noted however that ‘the banking system is in aggregate capitalised to support the real economy in a severe, broad and synchronised stress scenario’. Looking at the day ahead, this morning in Europe we kick off with the November Nationwide House price index reading for the UK. After that it’s all about the manufacturing PMI’s where we’ll get final revisions for Germany, France and the Euro area as well as a first look at the data for the non-core and the UK. Also due out today is the latest unemployment rate print for the Euro area. This afternoon in the US we’ll firstly get the latest weekly initial jobless claims reading, followed then by the final manufacturing PMI revision, construction spending and the ISM manufacturing print for November (market consensus is for 52.5 versus 51.9 in October). Later this evening the November vehicle sales numbers will also be released (expected to decline modestly). Away from the data the Fed’s Mester (1.30pm GMT) and Kaplan (2pm GMT) are both due to speak again, while the ECB’s Coeure is also scheduled to speak.

01 декабря, 12:34

Американский премаркет: рынок проигнорировал взлет нефти

Свершилось! Страны ОПЕК и другие страны, добывающие нефть, договорились вчера о сокращении добычи. Ура, ура, ура! Казалось бы, должен радоваться весь финансовый мир и фондовый рынок в том числе?! Ан нет! Все оказалось гораздо сложней и запутанней.

01 декабря, 11:27

ОБЗОР: Nikkei достиг максимума за 2016 г на фоне решения ОПЕК и надежд на политику Трампа

Ключевой фондовый индекс Японии в четверг завершил торги на уровне годового максимума после того, как решение ОПЕК о сокращении добычи способствовало повышению цен на нефть. В итоге усилился недавний рост, связанный с перспективой бюджетных стимулов в США при президентстве Дональда Трампа. Подробнее читайте на нашем сайте www.oilru.com

01 декабря, 10:17

Котировки нефти сегодня продолжают восходящую динамику

Индекс КНР CSI300 растет на 0,59%. Китайский индекс деловой активности в промышленности HSBC в ноябре составил 50,9 пунктов, что заметно выше ожиданий. Его госаналог - индекс деловой активности в промышленности от NBS составил 51,7 пунктов, что также существенно превышает ожидания. Японский Nikkei 225 прибавляет 0,94%. Фьючерс на S&P 500 растет на 0,1%. Котировки нефти после вчерашнего взлета на 10% сегодня продолжают восходящую динамику. Баррель Brent стоит $52,45, Light - $49,96. Ключевым драйвером роста выступает соглашение ОПЕК о стабилизации мирового рынка нефти. Картель договорился снизить дневную добычу за относительно короткий период почти на 1,2 млн барр. Министр энергетики РФ заявил, что Россия готова присоединиться к соглашению и снизит добычу на 0,3 млн барр в первом полугодии 2017 года. По прогнозам, в ближайшие 10 дней будет подписан соответствующий меморандум между странами ОПЕК+.

01 декабря, 09:46

Котировки нефти сегодня продолжают восходящую динамику

Индекс КНР CSI300 растет на 0,59%. Китайский индекс деловой активности в промышленности HSBC в ноябре составил 50,9 пунктов, что заметно выше ожиданий. Его госаналог - индекс деловой активности в промышленности от NBS составил 51,7 пунктов, что также существенно превышает ожидания. Японский Nikkei 225 прибавляет 0,94%. Фьючерс на S&P 500 растет на 0,1%. Котировки нефти после вчерашнего взлета на 10% сегодня продолжают восходящую динамику. Баррель Brent стоит $52,45, Light - $49,96. Ключевым драйвером роста выступает соглашение ОПЕК о стабилизации мирового рынка нефти. Картель договорился снизить дневную добычу за относительно короткий период почти на 1,2 млн барр. Министр энергетики РФ заявил, что Россия готова присоединиться к соглашению и снизит добычу на 0,3 млн барр в первом полугодии 2017 года. По прогнозам, в ближайшие 10 дней будет подписан соответствующий меморандум между странами ОПЕК+.

01 декабря, 09:43

Рынок РФ нацелен на продолжение роста

В четверг утром, перед началом торгов на основной российской площадке, внешний фон для отечественного фондового рынка выглядит позитивным. Индекс КНР CSI300 растет на 0,59%. Китайский индекс деловой активности в промышленности HSBC в ноябре составил 50,9 пунктов, что заметно выше ожиданий. Его госаналог - индекс деловой активности в промышленности от NBS составил 51,7 пункта, что также существенно превышает ожидания. Японский Nikkei 225 прибавляет 0,94%. Фьючерс на S&P 500 растет на 0,1%. Котировки нефти после вчерашнего взлета на 10% сегодня продолжают восходящую динамику. Баррель Brent стоит $52,45, Light - $49,96. Ключевым драйвером роста выступает соглашение ОПЕК о стабилизации мирового рынка нефти. Картель договорился снизить дневную добычу за относительно короткий период почти на 1,2 млн барр.

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01 декабря, 09:00

Доброе утро! Информационная группа Finam.Ru и Инвестиционная компания "ФИНАМ" рады приветствовать Ва

По итогам торгов среды в Америке индекс Dow Jones поднялся на 0,01%, S&P опустился на 0,27%, Nasdaq снизилсяна 1%. В результате значение Dow Jones достиглоуровня 19123,58пункта, S&P -2198,81 пункта, Nasdaq -5323,68 пункта. Фондовый индекс Бразилии BRSP BOVESPA IN повысился на 1,5% и составил61906,36пункта. Индекс Лондонской фондовой биржи FTSE 100 вырос на 0,17% и закрылся на уровне 6 783,79 пункта. Индекс Парижской фондовой биржи CAC 40 поднялся на 0,59% и закрылся на уровне 4 578,34 пункта. Индекс Франкфуртской фондовой биржи DAX прибавил 0,19% и к закрытию составил 10 640,3 пункта. Значение японского индекса Nikkei увеличилось к настоящему времени на 1% и составило 18504,92 пункта. Индекс Корейской фондовой биржи KOSPI поднялся на 0,21% и находится на уровне 1987,66 пункта.

01 декабря, 08:14

Производственная активность Японии продолжает расти

Индекс деловой активности (Purchasing Managers Index, PMI) в промышленности Японии в ноябре 2016 г. немного снизился - до 51,3 пункта по сравнению с 51,4 пункта в октябре, свидетельствуют данные Markit/Nikkei.

30 декабря 2013, 14:13

2013 г. - лучший для японского рынка акций за 41 год

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.