原标题:【欧盘速递】德国商业数据表现优异、英国央行预计维持低利率欧股齐上涨
来源:FX168
欧洲股市周四(6月24日)普遍上涨,虽然投资者仍然担心全球货币宽松政策将面临缩减,但许多数据显示经济稳步反弹为市场增加了信心,科技股也在美国纳斯达克指数昨日收盘创下历史新高后上涨0.7%。
截至本稿发布(北京时间17:40),英国富时100指数、法国CAC指数和德国DAX指数涨幅分别为0.29%、1.12% 和0.88%。
泛欧斯托克600指数早盘上涨0.4%,该指数本周大幅波动,本周三的跌幅几乎抹去了前两天的涨幅,因为美联储的混乱信息使投资者不确定,该央行在通胀上升的情况下是否会缩减大规模刺激措施。
然而,由于欧洲央行本月早些时候重申其对货币政策的宽松立场,分析师表示,他们预计欧洲股市不会继续下滑。JFD Group高级市场分析师Charalambos Pissouros表示:“由于欧洲央行坚持认为现在还不是考虑撤回宽松货币政策的时候,我们预计本周三的下跌不会导致欧股的前景遭逆转。”
尽管涨势于本周三稍作喘息,但美国三大主要股指本周仍上涨超过1%,股市在上周美联储提高通胀预期并预测最早于2023年加息后的抛售中反弹。美联储主席鲍威尔本周二在国会的评论重申,通胀压力应该是暂时的,似乎安抚了市场情绪。
投资者正等待将于周四北京时间20:30公布的美国新申请失业救济人数数据,以了解最新的失业前景。此外,美联储的年度银行业压力测试结果定于周四收盘后公布,该测试检查银行在各种假设的经济衰退期间的表现。
在英国,投资者将关注英国央行即将公布的最新利率决定,预计英国央行周四将维持利率在历史低位,并维持其大规模资产购买计划,但投资者将关注是否会有明年将收紧政策的迹象。
调查数据显示,德国6月IFO商业景气指数上升至101.8,高于五月的99.2,也稍微高于经济学家预期的100.7。主要因为企业对目前经济局势的评估改善,企业对下半年复苏的乐观情绪也有所增加。
个股方面,瑞士实验室仪器制造商Tecan Group上涨11.3% 至历史新高,此前该公司表示将以10亿美元收购美国医疗器械和生命科学仪器集团Paramit Corp。
法国零售商家乐福(Carrefour) 上涨0.6%,该公司在本周三晚些时候表示,已开始考虑对其外国子公司进行合并或拆分。
Original title: [European Express] German business data perform well, Bank of England expects to keep interest rates low and European stocks rise
Source: FX168
European stock markets generally rose on Thursday (June 24). Although investors are still worried that global monetary easing will face a contraction, many data show that a steady rebound in the economy has increased market confidence, and technology stocks are also on the Nasdaq in the United States.The index rose 0.7 per cent after closing at an all-time high yesterday.
As of 17:40 Beijing time, the UK's FTSE 100th index, France's CAC index and Germany's DAX index were up 0.29%, 1.12% and 0.88%, respectively.
The pan-European Stoxx 600 index, which rose 0.4% in early trading, fluctuated sharply this week. Wednesday's decline almost erased the gains of the previous two days, as the Fed's mixed message left investors unsure. Whether the central bank will scale back its massive stimulus measures in the face of rising inflation.
However, with the ECB reiterating its loose stance on monetary policy earlier this month, analysts said they did not expect European stocks to slide further. Charalambos Pissouros, senior market analyst at JFD Group, said: "as the ECB insists that now is not the time to consider withdrawing loose monetary policy, we do not expect Wednesday's decline to reverse the outlook for European stocks."
Despite a respite from the rally on Wednesday, the three major US stock indexes are still up more than 1 per cent this week, after the Federal Reserve raised its stock price last week.Inflation is expected and is expected to rebound in the sell-off after raising interest rates in 2023 at the earliest. Fed Chairman Powell reiterated in comments in Congress on Tuesday that inflationary pressures should be temporary and seemed to reassure the market.
Investors are waiting for data on new U.S. jobless claims to be released at 20:30 Beijing time on Thursday to learn about the latest unemployment outlook. In addition, the results of the Fed's annual banking stress test, which examines banks' performance during various hypothetical recessions, are scheduled to be released after the close of trading on Thursday.
In the UK, investors will be watching the latest interest rate decision to be announced by the Bank of England, which is expected to keep interest rates at record lows and maintain its massive asset purchase programme on Thursday. but investors will be watching for signs of policy tightening next year.
Survey data showed that Germany's IFO business climate index rose to 101.8 in June, up from 99.2 in May and slightly higher than economists' expectations of 100.7. Mainly due to improved corporate assessment of the current economic situation, corporate optimism about the recovery in the second half of the year has also increased.
In terms of individual stocks, Tecan Group, a Swiss maker of laboratory instruments, rose 11.3 per cent to an all-time high after it said it would buy Paramit Corp, a US medical device and life sciences instrument group, for $1 billion.
French retailer Love(Carrefour) rose 0.6% after the company said late Wednesday that it was considering a merger or split of its foreign subsidiary.