本週伊始,亞洲市場走低,投資者們都在謹慎地等待特朗普的週二國會致辭以及美聯儲經濟數據。
日本跌幅最大,但日元有所回升,達到了六週以來的最高點,兌美元成交價為112日元。
日經指數連續第三個工作日下降,跌幅達到1.2%,其中金融公司和電子制造商跌幅最大。
政府債券收益也有所下降,十年期日本政府債券收益下降0.05%,達到一個月的最低點。在保險公司當中,日本第一生命保險下跌2.97%,日本財產保險公司下跌4%。
亞洲其他證券市場的跌幅不及日本。韓國綜合指數下跌0.3%,澳大利亞和香港的基準指數下跌0.2%。主要原因是美國主要指數在週五表現不穩。
市場參與者都在等待特朗普公佈更多的稅務計劃及其他政策細節。但是公衆的預期各不相同。
CMC交易員Jane Fu推測:“我們從他的講話中得不到什麼重要信息。”
美聯儲官員也會在接下來的幾週裡發佈各自的評論,再加上一些重要的經濟數據,會為三月是否加息提供重要依據。
特朗普每次發言都火藥味十足,那麼美聯儲官員的評論就更加重要了,由此可判斷出今年是否會加息三次。這是對美聯儲官員十二月季度報告的主流預測。
Asian markets flip lower as investors await U.S. economic news
Investors maintained a cautious stance to start the week, with Asian stocks broadly lower ahead of President Donald Trump’s address to Congress on Tuesday, and a batch of Federal Reserve speakers and economic data.
Japan led the declines amid a rising yen, which has pushed to the high end of its six-week trading range with the dollar at ¥112.
After falling for three straight sessions, the Nikkei Stock Average NIK, -0.91% was down 1.2%, with shares of financial firms and electronics makers leading the declines.
Government bond yields have also been falling, with the 10-year Japanese government bond yield hitting its lowest in a month Monday at 0.05%. Among insurers, whose shares have been falling in tandem with bond yields, both Dai-ichi Life 8750, -2.97% and Sompo 8630, -4.00% were down around 4%.
Other Asian stock markets have been dropping less severely than in Japan. Korea’s Kospi SEU, -0.34% was off 0.3% and the benchmarks in Australia XJO, -0.26% and Hong Kong HSI, -0.40% were off 0.2%. This followed Friday’s uncertain performance by major U.S. indexes, which spent most of the day in the red before a late rally resulted in slight gains for the session.
Market participants are waiting for more details on Trump’s tax plan and other policy specifics during his address. But there are mixed expectations on what — if anything — he will reveal.
“We won’t get much from his talk, I guess,” said Jane Fu, sales trader at CMC Markets.
Also upcoming are public comments from various Fed officials in the coming weeks, and some significant economic data that could provide insights into the likelihood of an interest-rate increase in March. The February employment report — which usually comes out on the first Friday of the month — has been pushed back to March 10.
While there are “always bound to be fireworks when Trump steps up,” the Fed officials’ comments are more important to discern whether there will be three rate rises this year, said Andrew Bresler, deputy head of Asian-Pacific sales trading at Saxo Capital Markets. That was the prevailing prediction of Fed officials in the December quarterly report.
本文翻譯由兄弟財經提供
文章來源:http://www.marketwatch.com/story/asian-markets-flip-lower-as-investors-await-us-economic-news-2017-02-26