LIVE MARKETS-Second inning
LIVE MARKETS-Second inning
* European shares down 1.4%
*欧股下跌1.4%
* Powell's renomination bolsters rate hike bets
*鲍威尔的重新提名支持升息押注
* Tech leads sectoral fallers, volatility picks up
*科技股领跌行业,波动性回升
* U.S. stock futures inch lower after sell-off
*美国股指期货在抛售后小幅走低
Nov 23 - Welcome to the home for real-time coverage of markets brought to you by Reuters reporters. You can share your thoughts with us at markets.research@thomsonreuters.com
11月23日-欢迎来到家里,接受路透社记者为您带来的实时市场报道。您可以通过market.Research@thomsonreurs.com与我们分享您的想法
SECOND INNING (0923 GMT)
第二局(格林威治时间0923)
Jerome Powell's second inning as Federal Reserve chair has brought out the U.S. dollar bulls in force. Money markets have advanced their expectations of a full quarter percentage point rate hike by June next year from September 2022, only a few weeks earlier.
美国联邦储备委员会(美联储,FED)主席杰罗姆·鲍威尔(Jerome Powell)的第二局让看涨美元的人脱颖而出。货币市场提前了对明年6月加息整整0.25个百分点的预期,而就在几周前的2022年9月。
Ten-year U.S. Treasury yields US10YT=RR are less than 10 bps away from 2021 highs while the U.S. dollar has barrelled past some important market levels against its rivals. What can spoil the party? An extended rise in bond yields can yank high-flying technology shares lower and weigh on the broader market, if last night's price action is any indicator.
10年期美国公债收益率US10YT=RR距离2021年高位不到10个基点,而美元兑竞争对手已突破一些重要的市场水平.什么会破坏聚会?如果昨晚的价格走势可以作为一个指标的话,债券收益率的持续上升可能会拖累飙升的科技股走低,并拖累大盘。
Tech was the biggest drag overnight and growth shares were the biggest laggard after outperforming value stocks last week.
科技股是隔夜最大的拖累因素,成长股在上周表现优于价值股后,是最大的落后者。
Watch this space.
注意这个空间。
(Saikat Chatterjee)
(Saikat Chatterjee)
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STOXX SLIDES TO 3-WEEK LOW (0855 GMT)
斯托克跌至3周低点(格林威治时间0855)
European stocks are set for their worst session in nearly two months as growing number of COVID-19 cases and rate hike concerns knocked sentiment ahead of flash readings on euro zone business activity.
欧洲股市将迎来近两个月来最糟糕的交易日,因越来越多的新冠肺炎案件和对加息的担忧在欧元区商业活动预览值公布之前打击了市场人气。
The STOXX 600 .STOXX equity benchmark falls 1.5% to a 3-week low, with all sectors trading lower and tech stocks down a whopping 2.4%. More than 86% of the STOXX constituents were trading in the red.
STOXX 600指数.STOXX股指下跌1.5%,至3周低点,所有板块均走低,科技股跌幅高达2.4%。超过86%的STOXX成分股交易出现亏损。
The worst performer is AO World, whose shares plummeted almost 30% in early trading after the company warned of product shortages and cut its fiscal 2022 profit outlook.
表现最差的是AO World,在该公司警告产品短缺并下调2022财年利润预期后,该公司股价在早盘交易中暴跌近30%。
(Joice Alves)
(乔伊斯·阿尔维斯)
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MIND THE (EUROPE-U.S.) GAP (0820 GMT)
注意(欧洲-美国)GAP(格林尼治标准时间0820)
When advance prints of Purchasing managers' Indexes (PMI) land, focus will be on businesses' input cost increases and whether they show signs of easing.
当采购经理人指数(PMI)预印时,焦点将是企业投入成本的增加,以及它们是否显示出放缓的迹象。
The readings may also reinforce the gap between robust U.S. activity and COVID-plagued Europe, potentially further depressing the euro, which plumbed new 16-month lows on Monday
这些读数还可能加强美国强劲的经济活动与饱受COVID困扰的欧洲之间的差距,可能会进一步压低欧元。周一,欧元跌至16个月新低。
EUR=EBS .
欧元=EBS。
Monday's euro area consumer confidence indicator offered a warning, falling back below pre-pandemic levels. October PMIs showed bloc's activity slowing the weakest in six months, while businesses' costs rose at the fastest pace in two decades. U.S. and British PMIs fared better but eye-popping price increases still featured.
周一的欧元区消费者信心指数提供了警告,回落到大流行前的水平以下。10月份采购经理人指数(PMI)显示,欧盟经济活动放缓至6个月来的最低水平,而企业成本以20年来最快的速度上升。美国和英国的采购经理人指数表现较好,但价格上涨仍然令人瞠目结舌。
A price slowdown would vindicate central bankers' who have until now rejected surging inflation as transitory. But Fed Chairman Jerome Powell (re-appointed for another four years) spoke on Monday the corrosive impact of inflation. The United States may also unveil an emergency oil release later in the day to dent energy prices .
物价放缓将证明央行官员的观点是正确的,他们到目前为止一直拒绝将飙升的通胀视为暂时的。但美联储主席杰罗姆·鲍威尔(Jerome Powell)(再次被任命四年)周一谈到了通胀的腐蚀性影响。美国还可能在当天晚些时候公布紧急石油释放计划,以压低能源价格。
Powell's reappointment sent markets into a frenzy of policy-tightening bets; three U.S. rate hikes are priced for 2022, starting June .
鲍威尔的连任让市场陷入疯狂的政策收紧押注;美国从6月开始的三次加息定价为2022年。
U.S. Treasury yields US10YT=RR are higher again this morning after 5-8 basis-point rises on Tuesday, while the dollar has moved into a fifth straight week of gains against a basket of currencies =USD .
美国公债收益率(殖利率)US10YT=RR在周二上涨5-8个基点后,今早再度走高,而美元兑一篮子货币=美元已进入连续第五周上涨.
When does this become a problem for stock markets?
这什么时候会成为股市的一个问题?
Nasdaq-listed tech shares, vulnerable to higher rates, fell on Monday and are tipped for another lossmaking session NQc1 . Even a 2% rally in bank shares .SPXBK did not prevent a weaker S&P 500 close. Futures signal weakness there and for European shares ESC1 .
在纳斯达克上市的科技股容易受到更高利率的影响,周一下跌,预计将迎来又一个亏损的交易日NQC1。即使银行股.SPXBK上涨2%,也未能阻止标准普尔500指数收盘走软。期货发出了疲软的信号,欧洲股市ESc1也是如此。
Finally, El Salvador's plans for a $1 billion bitcoin-backed bond doesn't seem to have benefited the coin very much; it's holding near one-month lows .
最后,萨尔瓦多发行10亿美元比特币支持债券的计划似乎对比特币没有太大好处;比特币目前持于一个月低点附近。
Key developments that should provide more direction to markets on Tuesday: Tuesday, Nov 23 -E.ON to invest $30 billion for green transition -BOE MPC member Jonathan Haskel speaks -ECB speakers: ECB board member Pentti Hakkarainen -U.S. Treasury auctions 7-year notes, 2-year floating rate notes -Philly Fed Non-manufacturing Business Outlook Survey -Emerging markets: Nigeria central bank meets -U.S. earnings: American Eagle, Medtronic, Best Buy, Dollar Tree, Abercrombie and Fitch, Hewlett Packard, Nordstrom, Gap, Dell
周二应为市场提供更多方向的关键事态发展:11月23日星期二-E.ON将投资300亿美元进行绿色转型-英国央行货币政策委员会成员乔纳森·哈斯克尔发言-欧洲央行发言人:欧洲央行董事会成员彭蒂·哈卡莱宁-美国财政部拍卖7年期债券、2年期浮动利率债券-费城联储非制造业商业前景调查-新兴市场:尼日利亚央行会议-美国收益:American Eagle、美敦力、百思买、Dollar Tree、Abercrombie和F
(Sujata Rao)
(Sujata Rao)
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