受美国疲软就业数据缓解美联储持续加息压力提振,亚洲股市有望高开。布伦特原油上涨,因也门发起行动试图夺回胡塞武装控制的地区。
Asian stocks were poised to open higher after softer US jobs data eased pressure on the Federal Reserve to keep raising interest rates. Brent crude rose as Yemen launched a bid to recapture Houthi-controlled areas.
日本、韩国和台湾股指期货指向上涨。纳斯达克100指数期货上涨0.2%,此前该基础合约周五收于历史新高;标普500指数期货在亚洲早盘交易中小幅走高。
Equity-index futures for Japan, South Korea and Taiwan pointed to gains. Futures for the Nasdaq 100 rose 0.2% after the underlying contract closed a record high on Friday, while the S&P 500 contract edged higher in early Asian trading.
12月交割的布伦特原油期货周一早盘升破每桶103美元,上周该合约累计上涨近5%。尽管主要OPEC+国家同意下月维持石油产量配额不变,油价仍然反弹。金价变动不大,此前刚刚录得自6月以来最大单周跌幅。
Brent for December delivery rose above $103 a barrel early on Monday after that contract gained almost 5% last week. Prices rallied even after major OPEC+ nations agreed to keep oil production quotas unchanged next month. Gold was little changed after capping its biggest weekly loss since June.
预期中的股市反弹延续了周五华尔街的涨势,当时一份报告显示,美国9月新增就业人数少于经济学家预期,工资增速放缓。尽管货币市场目前预计美联储10月加息概率不足25%,债券市场仍承压。
The likely stock rally builds on gains on Wall Street on Friday after a report showed US employers added fewer jobs in September than economists forecast and wage growth slowed. Bonds remain under pressure even with money markets now pricing in less than 25% chance of a Fed hike in October.
美国9月非农就业人数增加29,000人,前两个月数据遭下调。该数据未达彭博调查中所有经济学家的预期估值。失业率升至4.2%,部分反映劳动力增长。
US nonfarm payrolls increased 29,000 last month after a downward revision to the prior two months. That missed all estimates in a Bloomberg survey of economists. The unemployment rate rose to 4.2%, partly reflecting a growing workforce.
AMP Ltd.首席经济学家兼投资策略主管Shane Oliver在报告中写道:“9月就业数据‘不冷不热’,符合‘金发姑娘’标准,增加了市场预期美联储本月不会仓促再次加息。”
“Not too hot, not too cold Goldilocks jobs data for September add to expectations that the Fed won’t rush into another rate hike this month,” Shane Oliver, chief economist and head of investment strategy at AMP Ltd., wrote in a note.
尽管疲软就业报告引发国债短暂反弹,但债券市场仍陷入长达数月的抛售泥沼,主因是对持续通胀、政府支出以及为融资人工智能建设而激增的企业借贷的担忧。基准10年期美债收益率上周触及2002年以来最高水平。
While the underwhelming jobs report sparked a short-lived rally in Treasuries, the bond market is still in the grip of a months-long rout driven by worries about persistent inflation, government spending and surging corporate borrowing to finance the artificial-intelligence buildout. Benchmark 10-year yields last week hit their highest level since 2002.
本周的10年期和30年期美国国债拍卖将考验投资者对长期债券的需求。美联储也将于周三公布9月会议纪要,这可能揭示决策者对潜在价格趋势和预期的担忧。
This week’s auctions of 10- and 30-year Treasuries will test investors demand for longer-maturity bonds. The Fed will also release minutes of its September meeting on Wednesday, which may reveal policymakers’ concerns about underlying price trends and expectations.
在其他方面,投资者正警惕欧洲政府债券市场出现传染迹象,此前的抛售唤起了人们对15年前该地区债务危机的记忆。随着周日举行的总统大选计票工作正在进行,巴西资产将成为关注焦点。企业要闻:市场主要动向:本文在彭博自动化的协助下制作完成。
Elsewhere, investors are on the alert for signs of contagion in Europe’s government bond market after a selloff last triggered memories of the region’s debt crisis 15 years ago. Brazilian assets will be in focus with the counting of votes in progress in the presidential election held Sunday. Corporate Highlights: Some of the main moves in markets: This story was produced with the assistance of Bloomberg Automation.