美國期貨價(jià)格隨歐洲股市和石油價(jià)格攀升

據(jù)3月15日彭博社報(bào)道，美股期貨和歐股走高，投資者關(guān)注全球經(jīng)濟(jì)復(fù)蘇力度和疫苗供應(yīng)取得進(jìn)展。

美國航空集團(tuán)（American Airlines Group Inc.）和嘉年華（Carnival Corp.）早盤上漲。美國鋼鐵公司(U.S. Steel Corp.)股價(jià)上漲，此前該公司表示，在強(qiáng)勁的市場(chǎng)環(huán)境下，預(yù)期收益將有所改善。旅游公司和汽車制造商領(lǐng)漲斯托克600指數(shù)，創(chuàng)下一年來最高水平。全球最大的酸奶生產(chǎn)商達(dá)能(Danone)在宣布將更換董事長后股價(jià)上漲5%。

布倫特原油價(jià)格突破每桶69美元，來自中國的經(jīng)濟(jì)數(shù)據(jù)顯示，工業(yè)產(chǎn)出大幅增加，突顯出中國經(jīng)濟(jì)“v”型復(fù)蘇的力度。

投資者仍專注于不斷上升的長期借貸成本及其對(duì)再通脹交易的影響，以及股市從增長型股票到價(jià)值型股票的轉(zhuǎn)換。美國基準(zhǔn)國債收益率周一徘徊在1.61%左右。

摩根大通資產(chǎn)管理全球多資產(chǎn)策略師Patrik Schowitz在一份報(bào)告中稱，盡管股票和信貸的估值均有所上升，但風(fēng)險(xiǎn)資產(chǎn)很難不被看好，盡管上周市場(chǎng)步伐的變化可能也表明很多資產(chǎn)已經(jīng)被定價(jià)了。

在美國，投資者也在考慮增稅的潛在影響，以及增稅會(huì)如何影響企業(yè)利潤增長。據(jù)知情人士透露，美國計(jì)劃自1993年以來首次大幅提高聯(lián)邦稅收，以幫助支付一項(xiàng)長期經(jīng)濟(jì)計(jì)劃。預(yù)計(jì)白宮將提出一系列增稅方案。

美國財(cái)政部長耶倫(Janet Yellen)周日接受采訪時(shí)試圖緩解人們對(duì)通脹的擔(dān)憂，稱通脹風(fēng)險(xiǎn)仍然不大。

美國廣播公司(ABC)一檔節(jié)目報(bào)道，存在通脹風(fēng)險(xiǎn)，不過這是可控的。在美國新冠肺炎疫情蔓延時(shí)出現(xiàn)下跌的一些價(jià)格將會(huì)回升，但這只是價(jià)格的暫時(shí)波動(dòng)。

在其他方面，比特幣在周末上漲后出現(xiàn)回落，其價(jià)格首次突破6.1萬美元。周一，最大的加密貨幣交易價(jià)格約為55500美元。

王佳晶 摘譯自 彭博社

原文如下：

U. S. futures climb with European stocks and oil

U.S. futures and European stocks climbed, with investors focused on the strength of the global economic recovery and progress in delivering vaccines.

American Airlines Group Inc. and Carnival Corp. climbed in early trading. U.S. Steel Corp. advanced after saying it expects earnings to improve on the back of strong market conditions. Travel companies and automakers led the Stoxx 600 Index to the highest level in a year. Danone, the world’s largest yogurt maker, jumped 5 per cent after announcing it would replace its chairman.

Brent crude topped US$69 a barrel as economic data from China showed a surge in industrial output, underscoring the strength of its V-shaped recovery.

Investors remain preoccupied with rising long-term borrowing costs and their implications for reflation trades and the rotation in the stock market from growth to value shares. The benchmark Treasury yield hovered around 1.61 per cent on Monday.

While valuations across equities and credit are elevated, it’s hard not to be positive on risk assets, though “the change of pace in markets last week maybe also suggests a lot is priced already,” Patrik Schowitz, global multi-asset strategist at JPMorgan Asset Management, said in a note.

In the U.S., investors are also considering the potential impact of higher taxes and how that could affect corporate profit growth. President Joe Biden is planning the first major federal tax hike since 1993 to help pay for a long-term economic program, according to people familiar with the matter. The White House is expected to propose a suite of tax increases, mostly mirroring Biden’s 2020 campaign proposals, according to four people familiar with the discussions.

In an interview on Sunday, Treasury Secretary Janet Yellen sought to assauge concerns about inflation, saying the risks remain subdued.

“Is there a risk of inflation? I think there’s a small risk and I think it’s manageable,” Yellen said on ABC’s “This Week” on Sunday. Some prices that fell last year when the COVID-19 pandemic spread across the U.S. will recover, “but that’s a temporary movement in prices,” she said.

Elsewhere, Bitcoin pulled back after a weekend rally that sent prices above US$61,000 for the first time. The largest cryptocurrency was trading at about US$55,500 on Monday.