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LIVE MARKETS-Tech, food, luxury and big pharma to the rescue

LIVE MARKETS-Tech, food, luxury and big pharma to the rescue

LIVE Markets-科技、食品、奢侈品和大型製藥公司助您一臂之力
reuters ·  2021/11/25 17:02

* European shares up 0.5%

* 歐洲股市上漲0.5%

* Tech leads sectoral gainers

* 科技股領漲板塊漲幅

* Wall Street shut for Thanksgiving

* 華爾街因感恩節關閉

Nov 25 - 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25日——歡迎來到家中,實時報道路透社記者爲您帶來的市場。你可以通過 markets.research@thomsonreuters.com 和我們分享你的想法

TECH, FOOD, LUXURY AND BIG PHARMA TO THE RESCUE (0850 GMT)

科技、食品、奢侈品和大型製藥公司伸出援手(格林威治標準時間 0850)

A bounce in tech and heavyweight food, healthcare and luxury stocks is helping the STOXX 600 .STOXX bounce with somewhat more conviction today after yesterday's volatile session.

在昨天的波動之後,科技股和重量級食品、醫療保健和奢侈品股的反彈幫助STOXX 600.STOXX指數在今天更加堅定地反彈。

Investors pondering risks associated with a resurgence of COVID cases in Europe and policy tightening in the U.S. are opting this morning for a defensive tilt, while the cyclical banks and oil stocks are seeing pressure to the downside.

考慮與歐洲COVID病例捲土重來以及美國緊縮政策相關的風險的投資者今天上午選擇了防禦性傾向,而週期性銀行和石油股則面臨下行壓力。

The pan-European equity benchmark was last up 0.5% with shares such as chip firm ASML, drugmakers Roche and Astrazeneca, LVMH, and food giant Nestle all ranking among the top positive weights to the index, as you see in the snapshot.

正如你在快照中看到的那樣,泛歐股票基準指數上漲0.5%,芯片公司ASML,製藥商羅氏和阿斯利康,LVMH和食品巨頭雀巢等股票均位居該指數的最大正權重之列。

Well-received results from cognac maker Remy Cointreau and radiation therapy equipment maker Elekta also provided support, being their shares up 10% and 7% respectively.

干邑製造商雷米·君度以及放射治療設備製造商Elekta廣受好評的業績也提供了支持,其股價分別上漲了10%和7%。

(Danilo Masoni)

(達尼洛·馬索尼)

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AMERICANS CAN GIVE THANKS (0812 GMT)

美國人可以表示感謝(格林威治標準時間 0812)

It's Thanksgiving and the United States indeed has cause to celebrate. Data released on the eve of the holiday showed robust consumer spending, jobless claims at the lowest levels since 1969 and a 4.1% monthly rise in the core PCE inflation index.

現在是感恩節,美國確實有理由慶祝。假日前夕公佈的數據顯示,消費者支出強勁,失業救濟人數處於1969年以來的最低水平,核心個人消費支出通脹指數每月增長4.1%。

The figures reinforced the picture of an economy speeding away from the rest of the world still struggling with COVID-19 fallout. So much so that anxiety about rising inflation has taken root at the U.S. Fed, minutes from its last meeting showed also on Wednesday .

這些數字強化了經濟正在加速脫離世界其他地區的畫面,但仍在爲 COVID-19 的影響而苦苦掙扎。週三聯儲局上次會議紀要也顯示,對通貨膨脹率上升的擔憂已經扎根於美聯儲。

It's a piquant contrast with Europe, where data just showed inflation and surging coronavirus infections hitting German consumer morale which is back at June lows . Japan's economy meanwhile contracted 3% in the third quarter -- a contrast with the U.S. 2%-plus third quarter expansion

這與歐洲形成了鮮明的對比,歐洲的數據剛剛顯示,通貨膨脹和冠狀病毒感染激增打擊了德國消費者的士氣,回到了6月份的低點。與此同時,日本經濟在第三季度收縮了3%,與美國第三季度增長超過2%形成鮮明對比

L1N2S60MU

L1N2S60MU

Stock markets in Asia and Europe are firmer riding on the coat-tails of Wall Street which ended higher on Wednesday. But one result of the U.S. data beats is a dollar in "beast mode" in the words of the Pepperstone brokerage in Australia. This morning it's just off 17-month highs versus the euro and five-year highs to the yen EUR=EBS JPY=D3 .

亞洲和歐洲的股市在週三收盤走高的華爾街的背景下更加堅挺。但是,用澳大利亞Pepperstone經紀公司的話說,美國數據好轉的一個結果是美元處於 “野獸模式”。今天上午歐元兌歐元剛剛跌破17個月高點,日元兌歐元=EBS JPY=D3的五年高點。

It's bad news for emerging markets where many countries are seeing eye-popping inflation figures, potentially forcing more interest rate rises. South Korea on Thursday raised interest rates for the second time this year and further upped inflation forecasts.

對於新興市場來說,這是個壞消息,許多國家的通貨膨脹數字令人大跌眼鏡,這可能會迫使進一步加息。韓國週四今年第二次提高利率,並進一步上調了通脹預期。

Turkey of course is the outlier. President Erdogan's steadfast refusal to countenance higher interest rates has tipped his country into crisis. With the lira down 26% this month versus the dollar TRY=D3 , expect the usual references to Thanksgiving turkeys in news headlines and bank research notes

土耳其當然是異常者。埃爾多安總統堅決拒絕支持更高的利率,這使他的國家陷入了危機。本月里拉兌美元匯率下跌26% TRY=D3,預計新聞頭條和銀行研究報告中通常會提及感恩節火雞

.

Key developments that should provide more direction to markets on Thursday:

週四應爲市場提供更多方向的關鍵事態發展:

-German coalition eyes return to debt limits from 2023, open to EU reforms

-德國聯盟考慮從2023年起恢復債務上限,對歐盟改革持開放態度

-Swedish PM resigns on first day in job, hopes for swift return

-瑞典首相在上任的第一天就辭職,希望儘快回來

-Sweden Riksbank rate decision

-瑞典央行利率決定

-ECB speakers: ECB President Christine Lagarde; ECB board members Frank Elderson, Philip Lane, Edouard Fernandez-Bollo

-歐洲央行發言人:歐洲央行行長克里斯蒂娜·拉加德;歐洲央行董事會成員弗蘭克·埃爾德森、菲利普·萊恩、愛德華·費爾南德斯-博洛

-Emerging markets: South Korea raises rates; Sri Lanka on hold

-新興市場:韓國加息;斯里蘭卡暫停

-Remy Cointreau raises annual outlook after H1 profit beat

-Remy Cointreau在上半年盈利超過後上調了年度展望

; Italy to discuss KKR's move on TIM after binding bid

;意大利將在具有約束力的出價後討論KKR對TIM的舉動

(Sujata Rao)

(Sujata Rao)

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EUROPE: STEADYING ABOVE THREE WEEK LOWS (0745 GMT)

歐洲:穩定在三週低點上方(格林威治標準時間7點45分)

After edging up just slightly yesterday following a volatile session, European shares look set for a second day of marginal gains that should help the STOXX .STOXX regional benchmark to steady above three-week lows.

在經歷了波動之後,歐洲股市在昨天小幅上漲之後,有望迎來第二天的邊際上漲,這將有助於STOXX .STOXX地區基準指數穩定在三週低點以上。

Investors are trying to set aside concerns over new restrictions in Europe, even as Germany had record COVID cases, and look past Fed minutes showing more officials are open to speeding up bond-buying taper and move faster to raise rates.

儘管德國有創紀錄的COVID病例,但投資者仍在努力將對歐洲新限制措施的擔憂擱一邊。回顧過去的聯儲局會議紀要,顯示越來越多的官員願意加快縮減債券購買規模,加快加息。

Wall Street will be shut for Thanksgiving, likely curbing activity across the board, but its positive close overnight and gains in Asian tech stocks bode well for risk sentiment here in Europe today.

華爾街將在感恩節關閉,這可能會抑制整體活動,但隔夜收盤時表現樂觀,亞洲科技股的漲勢對今天歐洲的風險情緒來說是個好兆頭。

European stock futures were last up between 0.1% and 0.3%.

歐洲股票期貨最後一次上漲0.1%至0.3%。

(Danilo Masoni)

(達尼洛·馬索尼)

*****

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<^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ A faster taper plan at the Fed? EU open

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譯文內容由第三人軟體翻譯。


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