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GLOBAL MARKETS-Omicron vaccine warning triggers fresh global selloff

GLOBAL MARKETS-Omicron vaccine warning triggers fresh global selloff

全球市场-Omicron疫苗警告引发新一轮全球抛售
reuters ·  2021/11/30 18:52

By Marc Jones

马克·琼斯(Marc Jones)著

LONDON, Nov 30 (Reuters) - There was a fall in world share markets and scramble to safer currencies and bonds on Tuesday after the CEO of drugmaker Moderna MRNA.O warned that COVID-19 vaccines are unlikely to be as effective against the new Omicron variant.

伦敦,11月30日(路透社)-周二,在制药商Modern na MRNA.O的首席执行官警告称,新冠肺炎疫苗对新的奥米克隆变种不太可能同样有效后,全球股市下跌,争相购买更安全的货币和债券。

Europe's main bourses jolted 1.4% lower early on, oil shed 3%, Australia's currency which is highly sensitive to global economic confidence hit a year low while Japan's safe-haven yen, German government bonds and gold all rose. .EU /FRX GVD/EUR

欧洲主要股市早盘下跌1.4%,油价下跌3%,对全球经济信心高度敏感的澳大利亚货币跌至一年来的最低点,而日本避险日元、德国政府债券和黄金均上涨。.EU/FRX GVD/EUR

"There is no world, I think, where (the effectiveness) is the same level," Moderna's chief Stéphane Bancel told the Financial Times in an interview.

莫德纳首席执行官斯特凡·班塞尔(Stéphane Bancel)在接受英国“金融时报”采访时表示:“我认为,世界上没有哪个国家的(有效性)能达到同样的水平。”

"I think it's going to be a material drop. I just don't know how much because we need to wait for the data. But all the scientists I've talked to . . . are like 'this is not going to be good'," Bancel said.

班塞尔说:“我认为这将是一个实质性的下降。我只是不知道下降了多少,因为我们需要等待数据。但我与 . . ...交谈过的所有科学家都说,‘这不会有什么好结果的’。”

The early tumbles meant Europe's equity markets scratched off Monday's rebound and were below the levels hit on Friday when traders wiped roughly $2 trillion off global stocks in the initial Omicron rout.

早些时候的暴跌意味着欧洲股市抹去了周一的反弹,低于上周五的水平,当时交易员在最初的Omicron暴跌中抹去了全球股市约2万亿美元的市值。

Bancel had earlier said on CNBC that there should be more clarity on the efficacy of COVID-19 vaccines against Omicron in about two weeks, but that it could take months to begin shipping a reworked vaccine designed for the new variant.

班塞尔早些时候在CNBC上表示,大约两周后,针对奥米克隆的新冠肺炎疫苗的疗效应该会更加明朗,但可能需要几个月的时间才能开始发货为新变种设计的改装疫苗。

"It's not good news, and it's coming from someone who should know," said Commonwealth Bank of Australia currency strategist Joe Capurso. "Markets have reacted in exactly the way you'd expect them to"

澳洲联邦银行汇市策略师Joe Capurso称,“这不是好消息,而且是出自应该知道的人之口.”“市场的反应完全符合你的预期。”

MSCI's broadest global equities index which tracks 50 countries .MIWD00000PUS was 0.2% lower and heading for only its third red month of the year. It has risen nearly 14% in 2021 whereas emerging market stocks .MSCIEF have lost nearly 6%.

摩根士丹利资本国际(MSCI)追踪50个国家的最广泛的全球股票指数.MIWD00000PUS下跌0.2%,将迎来今年第三个红月。它在2021年上涨了近14%,而新兴市场股票.MSCIEF下跌了近6%。

Risk aversion also hit the currency markets with the U.S. dollar weakening 0.3% versus its main rivals. The Aussie dollar's AUD=D3 slide of 0.65% left it at its 12-month low of $0.7093 whereas the Japanese yen - traditionally viewed as safe harbour due to its role as a funding currency - was nearing its highest level of the month at 112.95 yen. JPY=EBS /FRX

避险情绪也打击了外汇市场,美元兑主要竞争对手汇率下跌0.3%。澳元兑美元AUD=D3下跌0.65%,跌至0.7093美元的12个月低点,而日元接近112.95日元的本月最高水平。日元因其融资货币的角色而传统上被视为避风港。日圆=EBS/FRX

ECONOMIC HIT

经济打击

There was plenty of data to digest too.

还有大量数据需要消化。

Activity in China's services sector grew at a slightly slower pace in November, official data showed on Tuesday, as the sector took a hit from fresh lockdown measures as authorities raced to contain the latest outbreak.

周二公布的官方数据显示,11月份中国服务业活动增速略有放缓,因为在当局竞相遏制最新疫情之际,该行业受到了新的封锁措施的打击。

China's blue chip CSI 300 index .CSI300 closed 0.4% lower while Hong Kong's Hang Seng Index .HSI shed over 1.5% exacerbated by breach of a strong technical support level of 24,000 points, according to analysts. .SS

据分析师称,中国蓝筹股沪深300指数.CSI300收盘下跌0.4%,香港恒生指数.HSI跌幅超过1.5%,因突破24,000点的强劲技术支撑位而加剧..SS

In the commodity markets, Brent crude LCOc1 futures fell $2.32, or 3.2%, to $71.12 a barrel after slipping to the lowest level since Sept. 1. O/R

在大宗商品市场,布伦特原油LCOc1期货下跌2.32美元,至每桶71.12美元,跌幅3.2%,此前曾跌至9月1日以来的最低水平。1.O/R

A bounce in the euro continued though as strong consumer spending boosted Italian GDP data, a day after Germany's inflation rate hit its highest in decades at 6% year-on-year.

欧元继续反弹,强劲的消费者支出提振了意大利的GDP数据,此前一天,德国通货膨胀率触及数十年来的最高水平,同比增长6%。

Euro zone-wide figures are due shortly. The single currency

欧元区范围的数据很快就会公布。单一货币

EUR=EBS was last at $1.1350 well up from a near 17-month trough of $1.11864 last week when ECB policymakers signalled they still expected inflation to cool.

欧元兑美元EUR=EBS尾盘报1.1350美元,远高于上周触及的近17个月低点1.11864美元,当时欧洲央行政策制定者暗示,他们仍预计通胀将降温.

Omicron worries though meant the yield on 10-year German Bunds -- regarded as one of the safest assets in the world -- dipped to its lowest in just over a week at -0.345% DE10YT=RR and was last down about 2 basis points on the day.

不过,欧米克龙的担忧意味着被视为全球最安全资产之一的10年期德国公债收益率(殖利率)跌至一周多来最低,报-0.345%DE10YT=RR,当日尾盘下跌约2个基点.

Most other benchmark 10-year yields in the euro zone fell by a similar amount, while U.S. 10-year Treasury yields tumbled 7.5 bps to around 1.45%. US10YT=RR

欧元区大多数其他基准10年期国债收益率也出现了类似幅度的下跌,而美国10年期国债收益率暴跌7.5个基点,至1.45%左右。US10YT=RR

"We maintain our view that the ECB's Governing Council will reinforce its patience on the policy rate at the December meeting to look through the inflation surge," analysts at Goldman Sachs said in a note.

高盛(Goldman Sachs)分析师在一份报告中表示:“我们坚持认为,欧洲央行管理委员会将在12月会议上加强对政策利率的耐心,以审视通胀飙升。”

"Additional targeted and regional restrictions, rather than blanket lockdowns," will see "a cumulative economic hit over Q4 and Q1 of about 0.4% of GDP in the euro area, and 0.2% of GDP in the UK," they added. Blanket lockdowns though could cause twice as much damage.

他们补充说,“额外的针对性和地区性限制,而不是全面封锁,”将看到“欧元区第四季度和第一季度的累计经济冲击约为GDP的0.4%,英国为GDP的0.2%。”不过,全面封锁可能会造成两倍的损失。

(Additional reporting by Scott Murdoch in Hong Kong Editing by Peter Graff)

(Scott Murdoch在香港补充报道编辑Peter Graff)

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