Tuesday, April 5, 2016

Bags correction, Milan down sharply with the banks – The Republic

MILAN – Hours 17:20. After a March spent to recover part of the losses in starting ringed-shock of 2016, the markets are experiencing a new phase of contraction. Some profit taking in the valley of the recent gains (4,500 billion capitalization earned from global equities in the last month), but also the demonstration that are far from buried the voltage elements that have characterized the last months of international finance. The Tokyo Stock Exchange has dragged down the index MSCI Asia Pacific, which is returned to the lowest levels in over a month, and the European markets open in negative terrain. Even the decline in crude oil orients down the mood of the price lists.

Milan gets worse again with the start of operations in the US and comes to losing 2.7% with bank stocks in difficulty. The spotlight is Banco Popolare, which convened the meeting to launch a capital increase by 1 billion for the next 7 May: This is necessary to then merge with the BPM. The state of health of the Italian credit has also held a meeting at Palazzo Chigi, with bankers, representatives of the Treasury and the Bank of Italy. The other EU Handbags are in sharp decline: Paris gives 2.1%, London 1.1% and Frankfurt 2.5%. Wall Street continues the trading day Down: when the EU markets are nearing closing, the Dow Jones marks -0.6% and the Nasdaq lost 0.7%, despite the ISM services index is rose in March more than expected to 54.5 from 53.4 in February.

the central banks, with their accommodating policies, remain the foothold which cling theorists market-bull, which see the gates more waves of purchases. In the meantime, however, prevail conservative, those who move the money on so-called “safe havens” living significant appreciations in these hours. And ‘the case of assets such as gold, the Japanese yen and US Treasuries.

closed weaker at $ 1.1371 following the better than expected data on the industry services in the US. The worsening climate in the financial markets returns defensive purchases on the yen, advancing to 125.64 share on the dollar and the yen at 110.48 after a maximum of 17 months on the greenback at 110.26 yen. The spread between ten-year BTPs and German Bund temporarily exceeds the threshold of 120 basis points, due to the fall of the Bund yield: slips below 0.09%, not far from historical lows 0.07% touched in April 2015. the ten-year Italian instead of 1.27%. The Central Bank of India has decided to cut from 6.75% to 6.5% the main interest rate.

In the operating rooms, in the early morning, he also raided the unexpected and abrupt slowdown in in factory orders of German industries in February, which fell 1.2% monthly compared to + 0.5% in January, whose figure was revised from -0.1%. On a yearly low, according to Destatis, there was a growth of 0.5% from + 0.4%, whose figure was revised from + 1.1%. Although the indicator is very volatile, according to observers it is a wake-up call: the slowdown in emerging weighs on Europe’s locomotive. today’s agenda there was the fall of the index in Italian services PMI fell to 51.2 in March from 53.8 in February. The figure is lower than market expectations which estimated a slight increase to 53.9, but remains in expansion (50 is the dividing line between growth and decline). In France the figure is an increase, but lower than expected, at an altitude of 49.9 points, while in Germany the index PMI came in at 55.1 from 55.3 in February. Weak sales performance in European retail, with a rise of 0.2% between January and February in the area with the single currency and a decline of 0.1% in the EU-28 on the resumption Concern was expressed by IMF Christine Lagarde, while the Mayor ensures that despite the many risks the Italian GDP will remain positive in the first quarter. In February, inflation in the OECD area slowed to 1% pa from 1.2% in January. In the US, the trade deficit rose to 47 billion in February.

As mentioned, this morning there was a closing sharply down to the Tokyo Stock Exchange , weighed down by ‘ appreciation of the yen rose to its highest level in 18 months against the dollar. The Nikkei-225 index ended the session in the fall of 2.42% to 15.732 points. In contrast, with a higher increase than 1%, Shanghai that yesterday was closed. Meanwhile, the continuing fall in the price of oil, to the skepticism of the markets on the possibility of reaching an agreement on the freezing of production. At the closing of the Stock Exchange EU, WTI lma 0.3% in area $ 35.6, while Brent moves back in $ 37.6 area. L ‘ Gold instead gains ground in the area of ​​$ 1,230 an ounce.

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