오늘 아침뉴스 brief 입니다.
다우는 그래도 유지하고 있는데, 나스닥 및 필라델피아 반도체 지수가 연일 하락하고 있습니다. 그래서 아시아 시장도 변동성이 클 것을 예상한다는 기사 입니다.
- 혼돈의 US 경제 데이타 와 Tech giants들의 실적부진을 이유로 들었습니다.
- 경제학자들은 11월 fomc에서도 75bp인상을 점치고 있다고 합니다, 그러나 그 이후의 좀 다른 stence를 보일 것이라고 예상하고 있네요.
Asian Stocks Set to Fall After Volatile US Session: Markets Wrap
(Bloomberg) -- Asian shares looked poised to drop Friday following sharp swings on Wall Street as investors contended with mixed US economic data and disappointing results from tech giants.
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Australian equities slipped while futures for Japan and Hong Kong pointed lower and a gauge of US-listed Chinese stocks resumed declines. Amazon.com Inc. plunged after hours as its sales forecast trailed estimates. Shares of Apple Inc. rose slightly postmarket after whipsawing during the afternoon.
Traders will also have a watchful eye on bonds and currencies, particularly the yen. The Bank of Japan is expected to stick with its rock-bottom rates Friday, a policy that’s triggered a slide in the yen and put the BOJ at loggerheads with global bond markets.
Chinese assets also remain in focus, with foreign investors dumping a record amount of mainland China stocks this week and sending Hong Kong equities to a 13-year low. President Xi Jinping’s tightening grip on power hasn’t had the same impact domestically, with mainland investors hunting for bargains in Hong Kong.
Bond yields fell in Australia and New Zealand, following a slide that took the rate on 10-year Treasuries well below 4%. Currencies steadied in early Asian trading after gains in the dollar Thursday.
Gross domestic product data showed that the US economy rebounded after two quarterly contractions, but also highlighted that consumer spending remains under pressure because of inflation.
Economists still expect the Fed to hike by three-quarters of a percentage point for the fourth time in a row when it meets next week. But with recent data highlighting the effects of the Fed’s sharp rate hikes on the economy, investors expect the central bank to slow its pace of tightening after November’s meeting.
Earlier, the European Central Bank lifted its policy rate by 75 basis points -- in line with expectations -- and signaled more tightening ahead. But ECB officials weren’t unanimous about the size of the interest-rate hike and sought to avoid giving a specific signal on their next move in December, according to people familiar with the matter.
Key events this week:
- Bank of Japan policy decision, Friday
- US personal income, personal spending, pending home sales, University of Michigan consumer sentiment, Friday
Some of the main moves in markets:
Stocks
- S&P 500 futures fell 0.6% as of 8:06 a.m. in Tokyo. The S&P 500 fell 0.6%
- Nasdaq 100 futures fell 0.8%. The Nasdaq 100 fell 1.9%
- Australia’s S&P/ASX 200 Index fell 0.3%
- Nikkei 225 futures fell 0.9%
- Hang Seng Index futures fell 0.2%
Currencies
- The Bloomberg Dollar Spot Index was little changed
- The euro was little changed at $0.9969
- The Japanese yen was little changed at 146.21 per dollar
- The offshore yuan was little changed at 7.2503 per dollar
Cryptocurrencies
- Bitcoin fell 0.7% to $20,256.68
- Ether fell 1.1% to $1,511.12
Bonds
- The yield on 10-year Treasuries declined eight basis points to 3.92%
- Australia’s 10-year bond yield fell eight basis points to 3.76%
Commodities
- West Texas Intermediate crude fell 0.5% to $88.62 a barrel
- Spot gold was little changed
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