A look at the day ahead from Julien Ponthus.
In a parallel universe, England would be celebrating lifting the European football crown with a public holiday and joyfully lifting all COVID-19 restrictions for a much-anticipated Great British Summer. In short, Freedom Day.
Instead, it's the Italians who are champions, Monday is a regular day in the City of London and Boris Johnson's plan to reopen the economy is seen at best as a high-risk gamble. Scientists writing in the Lancet medical journal called it "dangerous and premature".
With daily infections now north of 50,000, Britain's mood could switch swiftly from 'Love Island' to 'I'm a Celebrity...Get Me Out of Here'.
In fact it's just the kind of painful reality check that's been experienced by investors gambling hard on the reflation trade. As U.S. 10-year government bonds yields below 1.30% show, the surge of the Delta variant of COVID-19 has eroded faith in global economic recovery.
Sure, the reasons behind the recent bond rally are not fully explained but an unnerving 'peak growth' and 'peak stimulus' narrative has found its way into market commentary and research.
So European and U.S. stock futures are trading deep in the red this morning while Asian shares slipped to a one-week low. Perceived safe-haven assets, including the yen and gold, edged higher, while oil prices are down.
Second-quarter earnings meanwhile have been buoyant for the most part but they also seem to be shouting 'this is a good as it get'. Few believe the stellar results will lift global stock markets much higher than they are.
Key developments that should provide more direction to markets on Monday:
- UK house prices rise again amid record monthly sales
- BOE's Jonathan Haskell speaks
- Italian luxury fashion group Ermenegildo Zegna to go public by combining with a SPAC, giving the business an enterprise value of $3.2 billion
- Auctions: U.S. 6-month and 3-month T-bills,
- Telecom Italia (MI:TLIT) updates forecasts on revenues, Ebitda after DAZN deal
- Tencent to buy British video game company Sumo in $1.3 billion deal
Graphic: REFLATION - https://fingfx.thomsonreuters.com/gfx/mkt/azgpoqgxqpd/Pasted%20image%201626340348083.png
EUR/USD
1.0788
-0.0038 (-0.35%)
Summary
NeutralMoving Avg:
Buy (6)
Sell (6)
Indicators:
Buy (5)
Sell (1)
EUR/USD
1.0788
-0.0038 (-0.35%)
Summary
NeutralMoving Avg:
Buy (6)
Sell (6)
Indicators:
Buy (5)
Sell (1)
GBP/USD
1.2620
-0.0018 (-0.14%)
Summary
↑ BuyMoving Avg:
Buy (9)
Sell (3)
Indicators:
Buy (9)
Sell (0)
USD/JPY
151.32
0.01 (0.00%)
Summary
↑ SellMoving Avg:
Buy (1)
Sell (11)
Indicators:
Buy (2)
Sell (9)
AUD/USD
0.6492
-0.0041 (-0.63%)
Summary
↑ BuyMoving Avg:
Buy (10)
Sell (2)
Indicators:
Buy (7)
Sell (0)
USD/CAD
1.3592
+0.0025 (+0.18%)
Summary
↑ SellMoving Avg:
Buy (0)
Sell (12)
Indicators:
Buy (1)
Sell (7)
EUR/JPY
163.20
-0.55 (-0.34%)
Summary
↑ SellMoving Avg:
Buy (0)
Sell (12)
Indicators:
Buy (1)
Sell (8)
EUR/CHF
0.9768
-0.0018 (-0.18%)
Summary
NeutralMoving Avg:
Buy (6)
Sell (6)
Indicators:
Buy (3)
Sell (4)
Gold Futures
2,234.85
+22.15 (+1.00%)
Summary
↑ BuyMoving Avg:
Buy (12)
Sell (0)
Indicators:
Buy (10)
Sell (0)
Silver Futures
24.725
-0.027 (-0.11%)
Summary
↑ BuyMoving Avg:
Buy (11)
Sell (1)
Indicators:
Buy (10)
Sell (0)
Copper Futures
3.9947
-0.0053 (-0.13%)
Summary
↑ SellMoving Avg:
Buy (3)
Sell (9)
Indicators:
Buy (1)
Sell (7)
Crude Oil WTI Futures
82.59
+1.24 (+1.52%)
Summary
↑ BuyMoving Avg:
Buy (12)
Sell (0)
Indicators:
Buy (9)
Sell (0)
Brent Oil Futures
86.47
+1.06 (+1.24%)
Summary
↑ BuyMoving Avg:
Buy (12)
Sell (0)
Indicators:
Buy (9)
Sell (0)
Natural Gas Futures
1.711
-0.007 (-0.41%)
Summary
↑ BuyMoving Avg:
Buy (12)
Sell (0)
Indicators:
Buy (11)
Sell (0)
US Coffee C Futures
189.30
-1.35 (-0.71%)
Summary
↑ BuyMoving Avg:
Buy (11)
Sell (1)
Indicators:
Buy (9)
Sell (1)
Euro Stoxx 50
5,088.55
+6.81 (+0.13%)
Summary
↑ SellMoving Avg:
Buy (1)
Sell (11)
Indicators:
Buy (0)
Sell (11)
S&P 500
5,248.49
+44.91 (+0.86%)
Summary
↑ BuyMoving Avg:
Buy (12)
Sell (0)
Indicators:
Buy (10)
Sell (0)
DAX
18,487.35
+12.29 (+0.07%)
Summary
↑ SellMoving Avg:
Buy (1)
Sell (11)
Indicators:
Buy (0)
Sell (8)
FTSE 100
7,949.13
+17.15 (+0.22%)
Summary
↑ SellMoving Avg:
Buy (0)
Sell (12)
Indicators:
Buy (0)
Sell (8)
Hang Seng
16,541.42
+148.58 (+0.91%)
Summary
NeutralMoving Avg:
Buy (0)
Sell (12)
Indicators:
Buy (3)
Sell (1)
US Small Cap 2000
2,114.35
+44.19 (+2.13%)
Summary
↑ BuyMoving Avg:
Buy (12)
Sell (0)
Indicators:
Buy (7)
Sell (0)
IBEX 35
11,093.38
-17.92 (-0.16%)
Summary
NeutralMoving Avg:
Buy (6)
Sell (6)
Indicators:
Buy (2)
Sell (5)
BASF SE NA O.N.
52.965
-0.285 (-0.54%)
Summary
↑ SellMoving Avg:
Buy (0)
Sell (12)
Indicators:
Buy (0)
Sell (9)
Bayer AG NA
28.46
+0.04 (+0.14%)
Summary
NeutralMoving Avg:
Buy (5)
Sell (7)
Indicators:
Buy (8)
Sell (1)
Allianz SE VNA O.N.
277.10
-0.35 (-0.13%)
Summary
NeutralMoving Avg:
Buy (4)
Sell (8)
Indicators:
Buy (4)
Sell (3)
Adidas AG
206.23
+1.53 (+0.75%)
Summary
↑ SellMoving Avg:
Buy (0)
Sell (12)
Indicators:
Buy (0)
Sell (10)
Deutsche Lufthansa AG
7.252
+0.075 (+1.05%)
Summary
↑ SellMoving Avg:
Buy (2)
Sell (10)
Indicators:
Buy (0)
Sell (6)
Siemens AG Class N
176.40
-0.52 (-0.29%)
Summary
↑ SellMoving Avg:
Buy (0)
Sell (12)
Indicators:
Buy (0)
Sell (8)
Deutsche Bank AG
14.640
+0.028 (+0.19%)
Summary
↑ SellMoving Avg:
Buy (0)
Sell (12)
Indicators:
Buy (0)
Sell (8)
EUR/USD | 1.0788 | Neutral | |||
GBP/USD | 1.2620 | ↑ Buy | |||
USD/JPY | 151.32 | ↑ Sell | |||
AUD/USD | 0.6492 | ↑ Buy | |||
USD/CAD | 1.3592 | ↑ Sell | |||
EUR/JPY | 163.20 | ↑ Sell | |||
EUR/CHF | 0.9768 | Neutral |
Gold | 2,234.85 | ↑ Buy | |||
Silver | 24.725 | ↑ Buy | |||
Copper | 3.9947 | ↑ Sell | |||
Crude Oil WTI | 82.59 | ↑ Buy | |||
Brent Oil | 86.47 | ↑ Buy | |||
Natural Gas | 1.711 | ↑ Buy | |||
US Coffee C | 189.30 | ↑ Buy |
Euro Stoxx 50 | 5,088.55 | ↑ Sell | |||
S&P 500 | 5,248.49 | ↑ Buy | |||
DAX | 18,487.35 | ↑ Sell | |||
FTSE 100 | 7,949.13 | ↑ Sell | |||
Hang Seng | 16,541.42 | Neutral | |||
Small Cap 2000 | 2,114.35 | ↑ Buy | |||
IBEX 35 | 11,093.38 | Neutral |
BASF | 52.965 | ↑ Sell | |||
Bayer | 28.46 | Neutral | |||
Allianz | 277.10 | Neutral | |||
Adidas | 206.23 | ↑ Sell | |||
Lufthansa | 7.252 | ↑ Sell | |||
Siemens AG | 176.40 | ↑ Sell | |||
Deutsche Bank AG | 14.640 | ↑ Sell |
Mua/Bán 1 chỉ SJC # So hôm qua # Chênh TG | |
---|---|
SJC Eximbank | 7,880/ 8,050 (0/ 0) # 1,398 |
SJC HCM | 7,900/ 8,100 (10/ 10) # 1,450 |
SJC Hanoi | 7,900/ 8,102 (10/ 10) # 1,452 |
SJC Danang | 7,900/ 8,102 (10/ 10) # 1,452 |
SJC Nhatrang | 7,900/ 8,102 (10/ 10) # 1,452 |
SJC Cantho | 7,900/ 8,102 (10/ 10) # 1,452 |
Cập nhật 28-03-2024 19:16:25 | |
Xem lịch sử giá vàng SJC: nhấn đây! |
ↀ Giá vàng thế giới | ||
---|---|---|
$2,213.83 | +22.81 | 1.04% |
ʘ Giá bán lẻ xăng dầu | ||
---|---|---|
Sản phẩm | Vùng 1 | Vùng 2 |
RON 95-V | 24.690 | 25.180 |
RON 95-III | 24.280 | 24.760 |
E5 RON 92-II | 23.210 | 23.670 |
DO 0.05S | 21.010 | 21.430 |
DO 0,001S-V | 21.640 | 22.070 |
Dầu hỏa 2-K | 21.260 | 21.680 |
ↂ Giá dầu thô thế giới | |||
---|---|---|---|
WTI | $82.30 | +4.86 | 0.06% |
Brent | $86.34 | +4.7 | 0.06% |
$ Tỷ giá Vietcombank | ||
---|---|---|
Ngoại tệ | Mua vào | Bán ra |
USD | 24.580,00 | 24.950,00 |
EUR | 26.018,34 | 27.446,04 |
GBP | 30.390,95 | 31.684,00 |
JPY | 158,69 | 167,96 |
KRW | 15,84 | 19,20 |
Cập nhật lúc 18:53:18 28/03/2024 Xem bảng tỷ giá hối đoái |