The 5 major reasons for the Spring Festival slump in the peripheral stock

You can not know the reasons for Spring Festival outside the stock market fell 5 U.S. stock market center: exclusive national industry sector stocks, premarket after hours, ETF, real-time quotes Sina warrants stocks news 11 pm Beijing time news, A shares closed during the Spring Festival, outside the stock market fell sharply, including fast money withdrawal of bank shares, the Middle East sovereign wealth fund selling and oil prices fell. As of Wednesday’s close, so far this week the Dow fell 1.8%, the NASDAQ fell about 1.8%, but since 2014 October lows hit lows on Monday. In contrast, the European and Asian stock markets fell more, the German DAX index fell nearly 3%, the Nikkei 225 index fell 6.6%, hit a new low since 2014 October. The Hang Seng Index resumed trading on Thursday, 3 days after the break, and fell by about 4% at Beijing time of 15. Japan’s stock market closed on Thursday. Wall Street analysts believe that during the Spring Festival, the external stock market crash mainly for the following reasons: first, in December last year after the Fed interest rate hike, due to the expected Federal Reserve will continue to raise interest rates in 2016, the rapid influx of bank shares. But since the beginning of the year, Fed rate hike is expected to continue to decline, the end of January, the Bank of Japan for the first time the implementation of negative interest rates is greatly reduced expectations of further fed rate hike, which makes global banking stocks rapid withdrawal of hot money, including European and Japanese banking sector fell sharply. Second, concerns about the devaluation of the renminbi. Although the Chinese central bank temporarily maintained RMB stability before the Spring Festival, the RMB exchange rate continued to rise due to the continued decline in the dollar during the Spring Festival, but some investors worried that there was still some devaluation pressure and even a one-time devaluation. Third, many investors fear that the external economic downturn and market turmoil may drag the U.S. economy into recession. Last Friday’s payrolls data were much lower than expected in January. In recent months, a number of economic data showed that the U.S. economy has weakened, but most of the Wall Street economists do not think the United States will fall into recession immediately. Fourth, oil prices fall on energy stocks and the overall stock market impact. Crude oil market is facing serious overcapacity, after Russia and OPEC coordinated production hopes dashed, oil prices continue to drop and bear a new bear market low. New York crude oil futures quoted $27.16 at 15:22 Thursday, Beijing time. Finally, the Middle East sovereign wealth fund may sell stocks previously bought at a low level. According to the financial times, Nomura CEO Koji Nagai believes that the Japanese stock market crash is the sovereign wealth fund in the Middle East sell-off, and once the sovereign wealth funds cash out, the Japanese stock market is expected to rebound sharply". By the end of 2015, the $6% sovereign wealth fund held a market capitalisation of Japan’s stock market. (Tony compiler) Chengwei Section Editor: SF132

你不可不知的外围股市春节大跌5大原因 美股行情中心:独家提供全美股行业板块、盘前盘后、ETF、权证实时行情   新浪美股讯 北京时间11日下午消息,A股春节休市期间,外围股市大幅下挫,原因包括快钱撤出银行股、中东主权财富基金抛售和油价大跌等。   截至周三收盘,本周迄今道指下跌1.8%,纳指也下跌1.8%左右,但周一低点创出2014年10月份以来新低。相比之下,欧洲和亚洲股市跌幅更大,德国DAX指数下跌近3%,日经225指数大跌6.6%,均创出2014年10月份以来新低。恒生指数在休市3天之后周四恢复交易,截至北京时间15点,下跌约4%。日本股市周四休市。   华尔街分析师认为,春节期间外围股市大跌主要有以下几个原因:   首先,去年12月份联储加息之后,由于预期联储2016年将继续加息,快钱涌入银行股。但年初以来,联储加息预期不断下降,1月底日本央行首次实施负利率更是大大降低了市场对联储进一步加息的预期,这使得热钱迅速撤出全球银行股,其中欧洲和日本的银行板块均出现大幅下挫。   其次是对人民币贬值的担忧。尽管春节前中国央行暂时维持人民币稳定,而春节期间受美元持续下跌影响,离岸人民币汇率也继续走强,但部分投资者担心人民币仍存在一定贬值压力,甚至可能发生一次性贬值。   第三,许多投资者担忧外部经济下滑和市场动荡可能将美国经济拖入衰退。上周五公布的1月份非农数据大大低于市场预期,最近几个月多项经济数据均显示美国经济有所走软,不过目前绝大部分华尔街经济学家都不认为美国会立即陷入衰退。   第四,油价下跌对能源股和整体股市造成冲击。原油市场面临严重的产能过剩,俄罗斯与欧佩克协同减产的希望破灭之后,油价继续下探并创出熊市新低。截至北京时间周四15点22分,纽约原油期货报27.16美元。   最后,中东主权财富基金可能抛售此前在低位买入的股票。据英国《金融时报》报道,野村首席执行官Koji Nagai认为日本股市暴跌的元凶是中东主权财富基金抛售,而一旦这些主权财富基金套现结束,日本股市有望出现“剧烈反弹”。截至2015年年中,各大石油美元主权财富基金共持有日本股市6%的市值。(Tony 编译) 责任编辑:段呈伟 SF132相关的主题文章: