RUS: Аппетит к риску оставался низким на азиатской сессии после того, как ЕЦБ дал понять, что продление и расширение программы количественного смягчения не исключено, а представитель ФРС Дадли заявил, что по-прежнему считает повышение процентной ставки обоснованным. Фондовые индексы азиатско-тихоокеанского региона последовали примеру американских индексов и продемонстрировали масштабный спад. USD укрепился по отношению к валютам группы G10 и развивающихся стран. Nikkei упал на 0,30%, Shanghai Сomposite прибавил 0,07%. Торги по Hang Seng не велись по причине местного праздника. Фьючерсы на нефть упали в цене в результате фиксации прибыли, однако все же удержались выше порогового уровня 50$ за баррель. Всемирный банк (The World Bank) улучшил прогноз нефтяных цен на следующий год. Ожидается, что стоимость «черного золота» составит 55 $ за баррель. До этого в финансовой организации полагали, что сырье будет продаваться по 53 $ за баррель. Изменение прогноза свидетельствует о том, что производство нефти в странах, не являющихся членами ОПЕК, сдержит рост цен. Финансовые рынки продолжают «переваривать» результаты вчерашнего заседания ЕЦБ. Драги отложил важное решение до декабрьского заседания (как и ожидалось). По нашему мнению, центробанки с большой неохотой идут на расширение программы стимулирования и всячески пытаются оттянуть этот момент, что явно указывает на растущий скептицизм в отношении эффективности монетарной политики. Это станет ключевой инвестиционной темой в 2017 г. Колебания цен на фондовом рынке говорят о том, что инвесторы также не уверены в дальнейших шагах мировых центробанков. После вчерашней пресс-конференции Драги создается впечатление, что на декабрьском заседании ЕЦБ продлит действие программы выкупа активов и объявит о смягчении некоторых технических параметров программы QE, чтобы решить проблему дефицита.
ENG: Appetite to risk remained low at an Asian session after the European Central Bank let know that prolongation and extension of the program of quantitative mitigation isn't excluded, and the representative of FOMC Dudley declared that he still considers increase in an interest rate reasonable. The stock indexes of an Asia-Pacific region followed the example of the American indexes and showed large-scale recession. USD became stronger in relation to currencies of the G10 group and developing countries. Nikkei dropped by 0,30%, Shanghai Composite added 0,07%. The biddings on Hang Seng weren't conducted because of a local holiday. Futures for oil fell in price as a result of fixing of profit, however nevertheless kept above the threshold level of $50 for barrel. The World Bank (The World Bank) improved the forecast of the oil prices for the next year. It is expected that the cost of "black gold" will constitute $55 for barrel. Before in the financial organization believed that raw materials will be on sale for $53 for barrel. Change of the forecast demonstrates that production of oil will contain increase in prices in the countries which aren't members of OPEC. The financial markets continue "to digest" results of a yesterday's meeting of the European Central Bank. Draghi postponed the important decision until a December meeting (as expected). In our opinion, the Central Banks with a big reluctance go for extension of the program of stimulation and in every possible way try to delay this moment that obviously specifies the growing scepticism concerning efficiency of monetary policy. It will become a key investment subject in 2017. Price fluctuations in the stock market say that investors are also not sure of further steps of the world Central Banks. After the yesterday's press conference of Draghi an impression is made that at a December meeting of the European Central Bank will extend action of the program of the redemption of assets and will declare mitigation of some technical parameters of the QE program to solve a deficit problem.
ENG: Appetite to risk remained low at an Asian session after the European Central Bank let know that prolongation and extension of the program of quantitative mitigation isn't excluded, and the representative of FOMC Dudley declared that he still considers increase in an interest rate reasonable. The stock indexes of an Asia-Pacific region followed the example of the American indexes and showed large-scale recession. USD became stronger in relation to currencies of the G10 group and developing countries. Nikkei dropped by 0,30%, Shanghai Composite added 0,07%. The biddings on Hang Seng weren't conducted because of a local holiday. Futures for oil fell in price as a result of fixing of profit, however nevertheless kept above the threshold level of $50 for barrel. The World Bank (The World Bank) improved the forecast of the oil prices for the next year. It is expected that the cost of "black gold" will constitute $55 for barrel. Before in the financial organization believed that raw materials will be on sale for $53 for barrel. Change of the forecast demonstrates that production of oil will contain increase in prices in the countries which aren't members of OPEC. The financial markets continue "to digest" results of a yesterday's meeting of the European Central Bank. Draghi postponed the important decision until a December meeting (as expected). In our opinion, the Central Banks with a big reluctance go for extension of the program of stimulation and in every possible way try to delay this moment that obviously specifies the growing scepticism concerning efficiency of monetary policy. It will become a key investment subject in 2017. Price fluctuations in the stock market say that investors are also not sure of further steps of the world Central Banks. After the yesterday's press conference of Draghi an impression is made that at a December meeting of the European Central Bank will extend action of the program of the redemption of assets and will declare mitigation of some technical parameters of the QE program to solve a deficit problem.