贸易战担忧缓和 美欧股市反弹

英国《金融时报》 彼得•韦尔斯 纽约 , 迈克尔•亨特 伦敦 , 丹尼尔•沙恩 香港报道
2019.05.15 12:00

美欧股市在周一经历了几个月来最糟糕的一天后,周二出现反弹。唐纳德•特朗普(Donald Trump)总统重申中国仍希望与美国达成贸易协议,在一定程度上缓解了市场对全球最大两个经济体之间紧张加剧的担忧。

在周二早上发布的一系列推文中,特朗普表示,“当时机成熟时,我们将与中国达成协议”。他接着说,达成协议“将会发生,而且比人们想象的要快得多!”。不过他也表示,尽管他“对习主席的尊敬和友谊是无限的”,任何协议也必须“对美国而言是一份很棒的协议,否则它没有任何意义”。

他发表略显乐观的言论之前,中国在周一发起回击,对大约600亿美元美国输华商品加征报复性关税,使两国之间的贸易战急剧升级。

在华尔街,标普500指数(S&P 500)收盘上涨0.8%,该指数周一下跌2.4%,是自1月以来最大单日跌幅。

纳斯达克综合指数(Nasdaq Composite)继周一下跌3.4%之后,周二上涨1.14%,道琼斯工业平均指数(Dow Jones Industrial Average)上涨0.82%。

在周一股市抛售期间成为热门资产的美国国债,周二略微降温,推动收益率走高。基准10年期美国国债收益率较周一的六周低点上涨1.6个基点,至2.421%。

在矿业股受到追捧的带动下,伦敦富时100指数(FTSE 100)上涨1.1%。法兰克福的Xetra Dax 30指数上涨1%。

但亚洲股指仍受到压力,在北京方面发起报复后周二延续低迷行情,尽管人民币找到了一些支撑。

在周一放假休市的香港,随着交易员们赶上贸易相关戏剧的最新剧情,恒生指数(Hang Seng index)周二下挫1.5%。

中国的沪深300指数(CSI 300)下跌0.6%,而日本的东证指数(Topix)下跌0.4%。

离岸人民币周一遭遇自去年7月以来最糟糕的一天,对美元汇率下跌逾1%。周二离岸人民币相对于美元略微走高。

唐纳德•特朗普周一证实,他将在下月举行的G20日本峰会期间会晤中国国家主席习近平。一些人认为,与此同时市场可能会保持波动行情。

“双方都有动力在此之前做出半疯狂和不可预测的行为,以求达成更有利的交易,”麦格理资本(Macquarie Capital)中国经济学家胡伟俊(Larry Hu)表示。

译者/和风

以下为此文英文原文:US and European stocks rise as trade war fears ease

By Peter Wells, Michael Hunter,Daniel Shane in New York, in London, in Hong Kong

Stocks bounced back from their worst day in months on Tuesday as President Donald Trump reiterated China still wanted to ink a trade deal with the US, allaying some of the market’s fears over rising tensions between the world’s two largest economies.

In a series of tweets on Tuesday morning, Mr Trump said “When the time is right we will make a deal with China”. He went on to say a deal “will all happen, and much faster than people think!”. However he also said while his “respect and friendship with President Xi is unlimited”, any agreement must also “be a great deal for the United States or it just doesn’t make any sense.”

His slightly more optimistic remarks come after China hit back on Monday with its own retaliatory tariffs on about $60bn worth of US goods and sharply escalated the trade war between the two countries.

On Wall Street, the S&P 500 was up 1.4 per cent in mid-afternoon trade, recovering more than half of its 2.4 per cent drop on Monday, its biggest one-day fall since January. 

The Nasdaq Composite was up 1.7 per cent, following its 3.4 per cent fall yesterday, while the Dow Jones Industrial Average added 1.4 per cent.

While in hot demand amid Monday’s stock market sell-off, Treasuries cooled a touch on Tuesday, pushing yields higher. The yield on the benchmark 10-year US Treasury was up 1.6 basis points to 2.421 per cent from yesterday’s six-week low.

London’s FTSE 100 rose 1.1 per cent amid demand for its mining stocks. Frankfurt’s Xetra Dax 30 added 1 per cent.

But pressure remained on Asian indices, where weakness continued into Tuesday after Beijing’s retaliation, although China’s currency also found support.

Hong Kong’s Hang Seng index sank 1.5 per cent as traders caught up with the latest trade-related drama following a holiday on Monday.

China’s CSI 300 fell 0.6 per cent and Japan’s Topix was down 0.4 per cent.

China’s offshore renminbi suffered its  worst day since July on Monday, weakening more than 1 per cent against the dollar. It was slightly  firmer against the dollar on Tuesday.

Donald Trump confirmed on Monday that he would meet his Chinese counterpart, Xi Jinping, at a G20 summit in Japan next month. Some think markets could stay volatile in the meantime. 

“Both sides have the incentive to act half-crazy and unpredictable before that in order to cut a better deal,” said Larry Hu, China economist at Macquarie Capital. 

发帖时间: news

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