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MORNING BID-The times they are a-changing

MORNING BID-The times they are a-changing

早上出价-他们正在改变的时代
路透社 ·  2021/05/27 14:59

A look at the day ahead from Julien Ponthus.
  
   Stock markets have found a kind of equilibrium these days, below record highs yet apparently content about the U.S. Federal Reserve's wait-and-watch policy stance.
   They may also be getting accustomed to the taper talk that's
  increasingly creeping into Fed speakers' lexicon. The bank's vice chair for supervision Randal Quarles was the latest to say he was prepared to open talks on reducing emergency support. (He did stress at the same time the need for patience).
   And broader structural shifts are also underway.
   Take yesterday's banking industry hearing at the U.S. Senate. Alongside receiving the usual grilling for perceived greed and malpractices, Wall Street's top bankers also found themselves under attack from some Republican Senators for supporting liberal causes, such as gun control or limiting fossil-fuel financing.
   Actually, cutting off fossil-fuel companies makes perfect business sense. Shareholders have just rebuked the top two U.S. oil companies for dragging their feet on fighting climate change. And a Dutch court has told Royal Dutch Shell to move faster on cutting greenhouse gas emissions.
   Another landmark moment yesterday was in the 'gig economy' where Uber recognised Britain's GMB union, allowing it to represent up to 70,000 drivers.
   In the midst of all this, M&A continues apace, the latest mega-deal being Amazon's purchase of MGM, the fabled U.S. movie studio home to the James Bond franchise.
   In the meantime, signs of an easing recovery came in with earnings at China's industrial firms growing at a slower pace in April and German consumer morale improving less than expected heading into June.
  
   Key developments that should provide more direction to markets on Thursday:
   -- ECB speakers: supervisory board’s Pentti Hakkarainen (0910 GMT), vice president Luis de Guindos (0945 GMT); board member Frank Elderson (1000), board member Isabel Schnabel (1300 GMT)
   -- U.S. durable goods, GDP, weekly jobless
   -- Auctions: US 4-week t-bills, 7-year notes; Japan 40 yr bonds
   -- US earnings: Dollar general, Medtronic, Dollar Tree, Best Buy, Gap, Costco
  -- European earning: Johnson Mathey, Tate and Lyle The same six bank CEOs will appear before the House Financial Services Committee on Thursday 
  
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Big Oil's energy transition
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(Reporting by Julien Ponthus; editing by Sujata Rao)
((julien.ponthus@thomsonreuters.com@thomsonreuters.com
mailto:saikat.chatterjee@thomsonreuters.com)

朱利安·庞萨斯对未来一天的展望。这些天,股市已经找到了一种平衡,低于创纪录高位,但显然对美联储(Fed)的观望政策立场感到满意。他们可能也习惯了缩减的言论,那就是越来越多的人悄悄进入美联储发言人的词典。世行负责监管的副主席兰德尔·夸尔斯(Randal Quarles)是最新一位表示准备就减少紧急援助展开谈判的人。(他同时强调了耐心的必要性)。更广泛的结构性转变也在进行中。以昨天在美国参议院举行的银行业听证会为例。除了因被视为贪婪和不当行为而受到惯常的盘问外,华尔街的顶级银行家还发现自己因为支持自由派事业(如枪支管制或限制化石燃料融资)而受到一些共和党参议员的抨击。实际上,切断化石燃料公司在商业上是完全合理的。股东们刚刚指责美国最大的两家石油公司在应对气候变化方面行动迟缓。荷兰一家法院要求荷兰皇家壳牌加快减少温室气体排放。昨天另一个里程碑式的时刻是“零工经济”,优步承认了英国的GMB工会,允许其代表多达7万名司机。在这一切之中,并购仍在快速进行,最新的一笔巨型交易是亚马逊收购米高梅(MGM),这家传说中的美国电影制片厂拥有詹姆斯·邦德(James Bond)的特许经营权。与此同时,随着中国工业企业4月份盈利增速放缓,以及进入6月份德国消费者士气改善程度低于预期,出现了复苏放缓的迹象。周四应该会为市场提供更多方向的关键事态发展:-欧洲央行演讲者:监事会成员Pentti Hakkarainen(格林威治时间0910),副总裁路易斯·德金多斯(格林威治时间0945);董事会成员弗兰克·埃尔德森(1000),董事会成员伊莎贝尔·施纳贝尔(格林威治时间1300)--美国耐久财、GDP、一周初请失业金-拍卖:美国4周期国库券,7年期公债;日本40年期公债--美国收益:Dollow General,美敦力,Dollar Tree,百思买,Gap,Costco--欧洲盈利:Johnson Mathee,Tate和Lyle这六位银行首席执行官周四将出现在众议院金融服务委员会(House Financial Services Committee)面前/>石油巨头的能源转型 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^>(朱利安·庞萨斯报道;Sujata Rao编辑)((julien.ponthus@thomsonreuters.com@thomsonreuters.com邮箱:saikat.chat terjee@thomsonreurs.com)

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