1.原文連結:
https://finance.yahoo.com/news/global-markets-stocks-rise-no-203048360.html
資料來源:路透社2018年9月19日
2.原文內容:
GLOBAL MARKETS-Stocks rise as no harm seen in trade row, dollar gains
全球市場 - 股市上漲,因為在交易行中沒有受到損害,美元上漲
(增加美國市場收盤;石油,黃金結算價格)
*特朗普對來自中國的200億美元商品徵收10%關稅
*中國表示會報復,但市場聳聳肩
*外匯市場美元持平,政府債券持穩
*油價上漲1%標誌著石油輸出國組織未準備提高產量
赫伯特拉什
紐約,9月18日(路透社) - 週二全球股市上漲,因為最新的針鋒相對的美中貿易爭端被
認為幾乎沒有削弱世界經濟增長,而美國國債收益率因預期美聯儲將加息而上漲今年和明
年。
中國表示將按照原計劃對約600億美元的美國商品徵收關稅,但會削減其收取的關稅水平
。美國總統唐納德特朗普週一表示,下週將開始對2000億美元的中國產品徵收10%的關稅
,到年底達到25%。
摩根士丹利資本國際(MSCI)的全球股票指數上漲0.48%。中國股市最初下跌,因為亞洲
投資者消化了中國反應的細節,但後來反彈推動藍籌股指數上漲2%。
密歇根州特洛伊市Ameriprise Financial Services全球市場策略師安東尼‧薩格林貝恩
(Anthony Saglimbene)表示,中國在關稅方面的報警槓桿有限。
他表示,任何升級都可能涉及其貨幣或使美國公司更難在中國經營,但對經濟形勢的直接
影響可能很小。
“我們預計上一輪關稅,2000億美元,它只會增加0.2個百分點的消費價格。這沒什麼,
”薩格林貝恩說。
他補充說:“市場很聰明,它在年底前嗤之以鼻,關稅影響可能對經濟增長影響不大,對
企業利潤影響不大。”
Saglimbene說,美國從其最初的產品清單中刪除了300種消費品,以接受關稅上調,這將
減弱對消費者的影響。
荷蘭銀行ING估計,世界貿易的2.5%現在受到關稅的影響,如果特朗普對所有中國進口產
品徵收威脅,它將是4%。
在歐洲,泛區域FTSEurofirst 300指數的領先股票收漲0.15%。華爾街上漲。
道瓊斯工業平均指數上漲184.84點,或0.71%,至26,246.96點。標準普爾500指數上漲
15.51點,或0.54%,收於2,904.31點,納斯達克綜合指數上漲60.32點,或0.76%,收於
7,956.11點。
MSCI的24個國家的新興市場指數在過去五年中連續第四天上漲。
儘管噪音很大,但廣泛跟踪的美元貨幣指數上漲0.14%,歐元下跌0.16%至1.1664美元。
日元兌美元匯率下跌0.43%,收於每美元112.31美元。
美國基準10年期和30年期國債收益率攀升至新的4個月高點,因為投資者繼續為今年和明
年美聯儲加息的價格。
基準10年期國債價格下跌13/32,收益率升至3.0514%。
在歐洲,由於意大利新聯盟預算將尊重歐盟關於財政紀律的規定,人們越來越樂觀,意大
利政府債券收益率急劇下跌。
兩年期和五年期國債收益率下跌多達15個基點至7月以來的最低水平,而短期收視率最高
的德國債券收益率升至四個月高位。
由於石油輸出國組織不准備提高產量以應對來自伊朗的供應減少的跡象,以及沙特阿拉伯
表示不急於降低價格,石油價格上漲近1美元一桶。
美國原油期貨價格上漲94美分,收於每桶69.85美元,布倫特原油期貨結算價上漲98美分
至每桶79.03美元。
美國黃金期貨2.90美元收於每盎司1202.90美元。
(由Nick Zieminski和Lisa Shumaker編寫的Herbert Lash編輯報導)
英文版:
(Adds close of U.S. markets; oil, gold settlement prices)
* Trump imposes 10 pct tariffs on $200 bln goods from China
* China says will retaliate, but markets shrug
* Dollar flat in FX markets, government bonds make ground
* Oil rises 1 pct on signs OPEC not prepared to boost output
By Herbert Lash
NEW YORK, Sept 18 (Reuters) - Global equity markets rallied on Tuesday as the
latest tit-for-tat U.S.-Chinese trade dispute was seen as barely denting
world growth, while U.S. Treasury yields rose in anticipation the Federal
Reserve will hike interest rates this year and next.
China said it will levy tariffs on about $60 billion worth of U.S. goods, as
previously planned, but cut the level of tariffs it will collect. U.S.
President Donald Trump on Monday said 10 percent tariffs on $200 billion of
Chinese products will start next week and reach 25 percent by year-end.
MSCI's gauge of stocks across the globe gained 0.48 percent. Chinese shares
initially slid as investors in Asia digested the details of China's response
but then rallied to push the blue-chip CSI index up 2 percent.
China has limited retaliatory levers it can pull on the tariff front, said
Anthony Saglimbene, global market strategist at Ameriprise Financial Services
in Troy, Michigan.
Any escalation is likely to involve its currency or making it harder for U.S.
companies to operate in China, but the immediate dent on the economic picture
is likely to be small, he said.
"We anticipate this last round of tariffs, the $200 billion, it's only
probably going to add 0.2 percentage points to consumer prices. That's
nothing," Saglimbene said.
"The market is smart and it's sniffing out through the end of the year the
tariff impact is likely to be small on economic growth and it's small on
corporate profits," he added.
The United States took 300 consumer products off its original list of
products to receive tariff hikes, which will blunt the impact on the
consumer, Saglimbene said.
Dutch bank ING estimated that 2.5 percent of world trade was now affected by
the tariffs and it will be 4 percent if Trump carries out threats to put
levies on all Chinese imports.
In Europe, the pan-regional FTSEurofirst 300 index of leading shares closed
up 0.15 percent. Wall Street rallied.
The Dow Jones Industrial Average rose 184.84 points, or 0.71 percent, to
26,246.96. The S&P 500 gained 15.51 points, or 0.54 percent, to 2,904.31 and
the Nasdaq Composite added 60.32 points, or 0.76 percent, to 7,956.11.
MSCI's 24-country emerging market index was up for the fourth day in the last
five.
Despite all the noise, the widely tracked dollar currency index rose 0.14
percent, with the euro slid 0.16 percent to $1.1664.
The Japanese yen weakened 0.43 percent versus the greenback at 112.31 per
dollar.
U.S. benchmark 10-year and 30-year yields both climbed to fresh four-month
peaks as investors continued to price in more interest rate increases by the
Fed this year and next.
Benchmark 10-year notes fell 13/32 in price to lift its yield to 3.0514
percent.
In Europe, Italian government bond yields fell sharply on growing optimism
that Italy's new coalition budget will respect European Union rules on fiscal
discipline.
Two- and five-year yields fell as much as 15 basis points to their lowest
levels since July, while yields on short-dated top-rated German debt rose to
four-month highs.
Oil rose almost $1 a barrel on signs the Organization of the Petroleum
Exporting Countries would not be prepared to raise output to address
shrinking supplies from Iran, and as Saudi Arabia signaled it was in no rush
to bring prices down.
U.S. crude rose 94 cents to settle at $69.85 per barrel and Brent settled up
98 cents at $79.03 per barrel.
U.S. gold futures $2.90 to settle at $1,202.90 an ounce.
(Reporting by Herbert Lash Editing by Nick Zieminski and Lisa Shumaker)(Adds close of U.S. markets; oil, gold settlement prices)
* Trump imposes 10 pct tariffs on $200 bln goods from China
* China says will retaliate, but markets shrug
* Dollar flat in FX markets, government bonds make ground
* Oil rises 1 pct on signs OPEC not prepared to boost output
By Herbert Lash
NEW YORK, Sept 18 (Reuters) - Global equity markets rallied on Tuesday as the
latest tit-for-tat U.S.-Chinese trade dispute was seen as barely denting
world growth, while U.S. Treasury yields rose in anticipation the Federal
Reserve will hike interest rates this year and next.
China said it will levy tariffs on about $60 billion worth of U.S. goods, as
previously planned, but cut the level of tariffs it will collect. U.S.
President Donald Trump on Monday said 10 percent tariffs on $200 billion of
Chinese products will start next week and reach 25 percent by year-end.
MSCI's gauge of stocks across the globe gained 0.48 percent. Chinese shares
initially slid as investors in Asia digested the details of China's response
but then rallied to push the blue-chip CSI index up 2 percent.
China has limited retaliatory levers it can pull on the tariff front, said
Anthony Saglimbene, global market strategist at Ameriprise Financial Services
in Troy, Michigan.
Any escalation is likely to involve its currency or making it harder for U.S.
companies to operate in China, but the immediate dent on the economic picture
is likely to be small, he said.
"We anticipate this last round of tariffs, the $200 billion, it's only
probably going to add 0.2 percentage points to consumer prices. That's
nothing," Saglimbene said.
"The market is smart and it's sniffing out through the end of the year the
tariff impact is likely to be small on economic growth and it's small on
corporate profits," he added.
The United States took 300 consumer products off its original list of
products to receive tariff hikes, which will blunt the impact on the
consumer, Saglimbene said.
Dutch bank ING estimated that 2.5 percent of world trade was now affected by
the tariffs and it will be 4 percent if Trump carries out threats to put
levies on all Chinese imports.
In Europe, the pan-regional FTSEurofirst 300 index of leading shares closed
up 0.15 percent. Wall Street rallied.
The Dow Jones Industrial Average rose 184.84 points, or 0.71 percent, to
26,246.96. The S&P 500 gained 15.51 points, or 0.54 percent, to 2,904.31 and
the Nasdaq Composite added 60.32 points, or 0.76 percent, to 7,956.11.
MSCI's 24-country emerging market index was up for the fourth day in the last
five.
Despite all the noise, the widely tracked dollar currency index rose 0.14
percent, with the euro slid 0.16 percent to $1.1664.
The Japanese yen weakened 0.43 percent versus the greenback at 112.31 per
dollar.
U.S. benchmark 10-year and 30-year yields both climbed to fresh four-month
peaks as investors continued to price in more interest rate increases by the
Fed this year and next.
Benchmark 10-year notes fell 13/32 in price to lift its yield to 3.0514
percent.
In Europe, Italian government bond yields fell sharply on growing optimism
that Italy's new coalition budget will respect European Union rules on fiscal
discipline.
Two- and five-year yields fell as much as 15 basis points to their lowest
levels since July, while yields on short-dated top-rated German debt rose to
four-month highs.
Oil rose almost $1 a barrel on signs the Organization of the Petroleum
Exporting Countries would not be prepared to raise output to address
shrinking supplies from Iran, and as Saudi Arabia signaled it was in no rush
to bring prices down.
U.S. crude rose 94 cents to settle at $69.85 per barrel and Brent settled up
98 cents at $79.03 per barrel.
U.S. gold futures $2.90 to settle at $1,202.90 an ounce.
(Reporting by Herbert Lash Editing by Nick Zieminski and Lisa Shumaker)
3.心得/評論:
※必需填寫滿20字
1.中美貿易戰。山普決定先課徵10%。讓美國通膨不至於太嚴重。讓美國的廠商,
可以移往其他可以提供低廉勞力的國家。預計將在年底提高至25%。
目前對於美國經濟通膨的影響,約是0.2%。所以美國股市樂觀看待。
2.歐洲方面,以為會因財政赤字,不符合歐盟規定的義大利,決議妥協讓步。
但內容不明卻。因為義大利的財政控制,導致他的百年以上大城,皆呈獻年久失修
的狀況。義大利需要的是基礎建設。但這已經超過歐盟的赤字與負債GDP。需觀察。
3.通膨的好消息:石油不增產。通膨持續增加。
4.美國十年債突破3%以上,預期美國聯準會會升息。