本周伊始,亚洲市场走低,投资者们都在谨慎地等待特朗普的周二国会致辞以及美联储经济数据。
日本跌幅最大,但日元有所回升,达到了六周以来的最高点,兑美元成交价为112日元。
日经指数连续第三个工作日下降,跌幅达到1.2%,其中金融公司和电子制造商跌幅最大。
政府债券收益也有所下降,十年期日本政府债券收益下降0.05%,达到一个月的最低点。在保险公司当中,日本第一生命保险下跌2.97%,日本财产保险公司下跌4%。
亚洲其他证券市场的跌幅不及日本。韩国综合指数下跌0.3%,澳大利亚和香港的基准指数下跌0.2%。主要原因是美国主要指数在周五表现不稳。
市场参与者都在等待特朗普公布更多的税务计划及其他政策细节。但是公众的预期各不相同。
CMC交易员Jane Fu推测:“我们从他的讲话中得不到什么重要信息。”
美联储官员也会在接下来的几周里发布各自的评论,再加上一些重要的经济数据,会为三月是否加息提供重要依据。
特朗普每次发言都火药味十足,那么美联储官员的评论就更加重要了,由此可判断出今年是否会加息三次。这是对美联储官员十二月季度报告的主流预测。
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.
本文翻译由兄弟财经提供
文章来源:http://www.marketwatch.com/story/asian-markets-flip-lower-as-investors-await-us-economic-news-2017-02-26