全球股市大涨,债券上涨,美国投票令人痛苦地接近
Global stocks whipsaw, bonds rally as US vote agonisingly close

Global stocks whipsaw, bonds rally as US vote agonisingly close

全球股市大涨,债券上涨,美国投票令人痛苦地接近

周三,亚洲股市变得谨慎,随着美国总统选举的结果暗示一场势均力敌的竞争,目前还看不到明显的赢家,亚洲股市将提前大幅下跌。

一个监测器显示,日本东京一家外汇交易公司的日经指数(Nikkei stock index)于2020年11月4日上市。总部/ Kim Kyung - Hoon

悉尼:亚洲股市变幻莫测,周三标普(S & P)期货出现波动,原因是美国总统选举的结果显示,竞争十分激烈,目前还看不到明显的赢家。

投资者最初感到困惑的是,乔·拜登(Joe Biden)可能发起的民主党攻势可能会缓解政治风险,同时承诺大幅推动财政刺激措施,打击避风港美元和债券。

不过,这种情绪很快就出现在唐纳德·特朗普(Donald Trump)总统可能夺取佛罗里达州的迹象上,其他主要关键州的情绪也比民调预测的要近得多。(谁赢了?(点击)

“典型的选举风险驱动方式是,在早期选举结果,特别是佛罗里达州的选举结果出现时,从拜登的快速选举结果市场转向楼梯和高速升降机, ” Axi首席全球市场战略师斯蒂芬·英恩斯(Stephen Innes)说。

“市场已经从民主党的扫荡情景倒退了一步。 ”

相反,随着邮寄选票的清点,投资者现在正在对有争议的选举或至少是旷日持久的过程的风险进行套期保值。

这使得10年期美国债收益率从0.93.3%的5个月高点回落至0.80% 。当天下跌7个基点是5月中旬以来最大的一次。

标普500指数的E - Mini期货在负和正之间波动很大,持续上涨0.36% 。EUROSTOXX 50期货下跌0.5 % ,富时期货下跌0.8 % 。

日本日经指数(Nikkei)仍领先1.4% ,但MSCI亚洲-太平洋股票在日本以外的最大指数下跌0.6% 。

悉尼Perpetual投资策略主管马特·舍伍德(Matt Sherwood)说, “这是一场观望。 ”

"我认为,几乎到了一分钟,一场干净的(民主党)扫荡的可能性正在减少。这减少了在拜登政府执政的头几天商定一项大规模刺激计划的可能性,或者至少是这样的可能性。

美元也同样扭转了早期的损失,在一篮子货币上攀升了1% ,达到94.071 。欧元大幅回落至1.1634美元,而不是1.1768美元的最高点。

投资者仍在等待美联储(Federal Reserve)和英国央行(Bank of England)本周会议的结果,预计这些会议将至少为进一步刺激提供一个信号。

澳大利亚储备银行(Reserve Bank of Australia)周二将利率降至接近零,并加强了债券购买计划,加剧了涌入全球金融体系的廉价资金浪潮。

黄金最近受到所有这些流动性的提振,但周三进入盈利阶段,每盎司亏损1.1% ,至1886美元。

随着选举结果变得不明朗,油价收窄了他们最初的收益。

美国原油上涨了43美分,达到38.09美元,布伦特原油期货也上涨了43美分,达到40.14美元。

(Wayne Cole报告; Gui Qing Koh补充报告, Richard Pullin 、 Sam Holmes和Kim Coghill编辑)

来源:路透社。

Asian share markets turned cautious on Wednesday, paring sharp early gains as results from the U.S. Presidential election hinted at a close race with no clear winner yet in sight.

SYDNEY: Asian share markets turned skittish and S&P futures wobbled on Wednesday as results from the U.S. presidential election showed an agonisingly close race with no clear winner yet in sight.

Investors had initially wagered that a possible Democratic sweep by Joe Biden could ease political risk while promising a huge boost to fiscal stimulus, hitting the safe-haven dollar and bonds.

But the mood quickly sobered on signs President Donald Trump could well snatch Florida and was much closer in other major battleground states than polls had predicted. (Who is winning? Click on)

"In typical election risk-driven fashion it's been the stairs up and express elevator down as early results, especially out of Florida, are pointing away from the quick Biden outcome markets were looking for," said Stephen Innes, Chief Global Markets Strategist at Axi.

"Markets have taken a step back from the Democratic sweep scenario."

Instead, investors were now hedging against the risk of a contested election or at least a drawn-out process as mail-in ballots were counted.

That saw 10-year Treasury yields dive all the way back to 0.80per cent, from a five-month top of 0.93per cent. The fall of 7 basis points on the day was the largest since mid-May.

E-Mini futures for the S&P 500 veered wildly between negative and positive and were last up 0.36per cent. EUROSTOXX 50 futures lost 0.5per cent and FTSE futures 0.8per cent.

Japan's Nikkei was still ahead by 1.4per cent, but MSCI's broadest index of Asia-Pacific shares outside Japan shed 0.6per cent.

"It's a wait-and-see," said Matt Sherwood, head of investment strategy at Perpetual in Sydney.

"I think the odds of a clean (Democrat) sweep are diminishing, almost by the minute. That reduces the possibility, or the likelihood at least of a large stimulus program being agreed to in the first days of a Biden administration."

The U.S. dollar likewise reversed early losses and climbed 1per cent on a basket of currencies to 94.071. The euro fell back hard to US$1.1634 and away from a top of US$1.1768.

Investors are still awaiting the outcome of Federal Reserve and Bank of England meetings this week, which are expected to at least give a nod to further stimulus.

The Reserve Bank of Australia on Tuesday cut interest rates to near zero and boosted its bond-buying program, adding to the tidal wave of cheap money flooding the global financial system.

Gold had recently been buoyed by all this liquidity but ran into profit taking on Wednesday, losing 1.1per cent to US$1886 an ounce.

Oil prices pared their early gains as the election outcome turned murky.

U.S. crude were up 43 cents at US$38.09, with Brent crude futures also gaining 43 cents to US$40.14.

(Reporting by Wayne Cole; additional reporting by Gui Qing Koh, editing by Richard Pullin, Sam Holmes and Kim Coghill)

Asian share markets turned cautious on Wednesday, paring sharp early gains as results from the U.S. Presidential election hinted at a close race with no clear winner yet in sight.

周三,亚洲股市变得谨慎,随着美国总统选举的结果暗示一场势均力敌的竞争,目前还看不到明显的赢家,亚洲股市将提前大幅下跌。

A monitor shows Nikkei stock index at a foreign exchange trading company in Tokyo, Japan November 4, 2020. REUTERS/Kim Kyung-Hoon

一个监测器显示,日本东京一家外汇交易公司的日经指数(Nikkei stock index)于2020年11月4日上市。总部/ Kim Kyung - Hoon

SYDNEY: Asian share markets turned skittish and S&P futures wobbled on Wednesday as results from the U.S. presidential election showed an agonisingly close race with no clear winner yet in sight.

悉尼:亚洲股市变幻莫测,周三标普(S & P)期货出现波动,原因是美国总统选举的结果显示,竞争十分激烈,目前还看不到明显的赢家。

Investors had initially wagered that a possible Democratic sweep by Joe Biden could ease political risk while promising a huge boost to fiscal stimulus, hitting the safe-haven dollar and bonds.

投资者最初感到困惑的是,乔·拜登(Joe Biden)可能发起的民主党攻势可能会缓解政治风险,同时承诺大幅推动财政刺激措施,打击避风港美元和债券。

But the mood quickly sobered on signs President Donald Trump could well snatch Florida and was much closer in other major battleground states than polls had predicted. (Who is winning? Click on)

不过,这种情绪很快就出现在唐纳德·特朗普(Donald Trump)总统可能夺取佛罗里达州的迹象上,其他主要关键州的情绪也比民调预测的要近得多。(谁赢了?(点击)

"In typical election risk-driven fashion it's been the stairs up and express elevator down as early results, especially out of Florida, are pointing away from the quick Biden outcome markets were looking for," said Stephen Innes, Chief Global Markets Strategist at Axi.

“典型的选举风险驱动方式是,在早期选举结果,特别是佛罗里达州的选举结果出现时,从拜登的快速选举结果市场转向楼梯和高速升降机, ” Axi首席全球市场战略师斯蒂芬·英恩斯(Stephen Innes)说。

"Markets have taken a step back from the Democratic sweep scenario."

“市场已经从民主党的扫荡情景倒退了一步。 ”

Instead, investors were now hedging against the risk of a contested election or at least a drawn-out process as mail-in ballots were counted.

相反,随着邮寄选票的清点,投资者现在正在对有争议的选举或至少是旷日持久的过程的风险进行套期保值。

That saw 10-year Treasury yields dive all the way back to 0.80per cent, from a five-month top of 0.93per cent. The fall of 7 basis points on the day was the largest since mid-May.

这使得10年期美国债收益率从0.93.3%的5个月高点回落至0.80% 。当天下跌7个基点是5月中旬以来最大的一次。

E-Mini futures for the S&P 500 veered wildly between negative and positive and were last up 0.36per cent. EUROSTOXX 50 futures lost 0.5per cent and FTSE futures 0.8per cent.

标普500指数的E - Mini期货在负和正之间波动很大,持续上涨0.36% 。EUROSTOXX 50期货下跌0.5 % ,富时期货下跌0.8 % 。

Japan's Nikkei was still ahead by 1.4per cent, but MSCI's broadest index of Asia-Pacific shares outside Japan shed 0.6per cent.

日本日经指数(Nikkei)仍领先1.4% ,但MSCI亚洲-太平洋股票在日本以外的最大指数下跌0.6% 。

"It's a wait-and-see," said Matt Sherwood, head of investment strategy at Perpetual in Sydney.

悉尼Perpetual投资策略主管马特·舍伍德(Matt Sherwood)说, “这是一场观望。 ”

"I think the odds of a clean (Democrat) sweep are diminishing, almost by the minute. That reduces the possibility, or the likelihood at least of a large stimulus program being agreed to in the first days of a Biden administration."

"我认为,几乎到了一分钟,一场干净的(民主党)扫荡的可能性正在减少。这减少了在拜登政府执政的头几天商定一项大规模刺激计划的可能性,或者至少是这样的可能性。

The U.S. dollar likewise reversed early losses and climbed 1per cent on a basket of currencies to 94.071. The euro fell back hard to US$1.1634 and away from a top of US$1.1768.

美元也同样扭转了早期的损失,在一篮子货币上攀升了1% ,达到94.071 。欧元大幅回落至1.1634美元,而不是1.1768美元的最高点。

Investors are still awaiting the outcome of Federal Reserve and Bank of England meetings this week, which are expected to at least give a nod to further stimulus.

投资者仍在等待美联储(Federal Reserve)和英国央行(Bank of England)本周会议的结果,预计这些会议将至少为进一步刺激提供一个信号。

The Reserve Bank of Australia on Tuesday cut interest rates to near zero and boosted its bond-buying program, adding to the tidal wave of cheap money flooding the global financial system.

澳大利亚储备银行(Reserve Bank of Australia)周二将利率降至接近零,并加强了债券购买计划,加剧了涌入全球金融体系的廉价资金浪潮。

Gold had recently been buoyed by all this liquidity but ran into profit taking on Wednesday, losing 1.1per cent to US$1886 an ounce.

黄金最近受到所有这些流动性的提振,但周三进入盈利阶段,每盎司亏损1.1% ,至1886美元。

Oil prices pared their early gains as the election outcome turned murky.

随着选举结果变得不明朗,油价收窄了他们最初的收益。

U.S. crude were up 43 cents at US$38.09, with Brent crude futures also gaining 43 cents to US$40.14.

美国原油上涨了43美分,达到38.09美元,布伦特原油期货也上涨了43美分,达到40.14美元。

(Reporting by Wayne Cole; additional reporting by Gui Qing Koh, editing by Richard Pullin, Sam Holmes and Kim Coghill)

(Wayne Cole报告; Gui Qing Koh补充报告, Richard Pullin 、 Sam Holmes和Kim Coghill编辑)

Source: Reuters

来源:路透社。