???? 據(jù)路透社2月18日報道,由于油價創(chuàng)下一年來新高,以及銅價達(dá)到近10年來最堅挺的狀態(tài),市場預(yù)期通貨膨脹將增加,油價在經(jīng)歷了一輪狂飆后恢復(fù)平穩(wěn),全球股市正在努力避免下跌。
????歐洲股市早盤小幅上漲,大宗商品看漲推動鉆井公司和礦業(yè)公司股價上漲2%,抵消了空客和Orange等公司業(yè)績不佳的影響。不過,華爾街期貨仍處于虧損狀態(tài),亞洲大部分股指也在下跌。中國農(nóng)歷新年假期結(jié)束后,央行從貨幣市場抽走人民幣2600億元(合403.1億美元),引發(fā)了人們對緊縮政策出臺的擔(dān)憂。
????在通脹推動的全球固定收益市場拋售之后,政府債券收益率出現(xiàn)了小幅回落,但大宗商品價格的上漲令加拿大元、挪威克朗和俄羅斯盧布等石油貨幣小幅走高。
????美國零售銷售強勁,美聯(lián)儲(Federal Reserve)計劃維持創(chuàng)紀(jì)錄的低利率,加上美國實行的經(jīng)濟刺激計劃,都在引發(fā)市場樂觀情緒。
????德克薩斯州的嚴(yán)寒天氣繼續(xù)推高油價,因為異常寒冷的天氣阻礙了這個美國最大原油生產(chǎn)州的產(chǎn)量。
????周四,布倫特原油價格一年多來首次突破每桶65美元。美國西德克薩斯中質(zhì)原油價格升至每桶61.80美元。較去年4月份,兩種原油的價格漲幅均超過300%。
????倫敦金屬交易所(lme)三個月期銅價一度上漲2.4%,至每噸8595美元。這是自2012年4月以來最強勁的表現(xiàn),與去年3月疫情最嚴(yán)重時期相比,翻了一番。
????王佳晶 摘譯自 路透社
????原文如下:
????Stocks claw higher as hot oil fuels inflation gyrations
????World stocks were battling to avoid a second day of declines on Thursday as hints of rising inflation led by a one-year high in oil prices and the strongest copper prices in nearly a decade kept traders in check after a boisterous run up.
????Europe’s markets managed to scrape together some modest early gains as commodities bulls drove drillers and miners up 2% to offset disappointing earnings from companies including Airbus and Orange.
????Wall Street futures were stuck in the red, though, and most of Asia’s indexes had dipped overnight. China returned from its Lunar New Year holiday to the sight its central bank draining 260 billion yuan ($40.31 billion) from money markets, raising concern about backdoor policy tightening.
????Government bond yields were taking a breather after the inflation-driven sell-off in global fixed income, although the commodities charge kept petro-currencies like the Canadian dollar, Norwegian crown and Russian rouble edging higher.
????Strong U.S. retail sales on Wednesday, signs the Federal Reserve plans to maintain its record low interest rates and a “go big” U.S. stimulus plan are all stoking optimism despite the coronavirus pandemic.
????An deep freeze in Texas has continued to drive up oil prices, as the unusually cold weather hampers output in the largest U.S. crude-producing state.
????Brent crude topped $65 a barrel for the first time in over a year on Thursday. U.S. West Texas Intermediate crude rose to $61.80 a barrel. Both are up over 300% since last April.
????Benchmark three-month copper on the London metal Exchange rose as much as 2.4% to $8,595 a tonne. That is its strongest since April 2012 and nearly double what it fell to in March last year at the height of COVID worries.