Selasa, 22 Februari 2022

Stocks Slide, Treasuries Climb on Ukraine Tension: Markets Wrap - Yahoo Finance Australia

(Bloomberg) -- Stocks slid with U.S. futures Tuesday on intensifying tension between the West and Russia over Ukraine, a standoff that’s causing energy prices to soar and leading investors to seek havens among sovereign bonds.

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The Stoxx 600 Index fell as much as 2% before trimming the loss to 0.6%. U.S. contracts pointed to declines on Wall Street when trading resumes after a holiday. Treasuries climbed, taking the U.S. 10-year yield to 1.90%. The dollar was steady and gold slipped.

Oil, nickel and aluminum surged as traders weighed the risk of supply disruptions from potential Western sanctions. European gas jumped as much as 13%. Russian shares pared a decline to 5.4% and the ruble climbed after dropping the most since March 2020 the previous day.

Russian President Vladimir Putin recognized two self-proclaimed separatist republics in eastern Ukraine and ordered the Defense Ministry to send what he called “peacekeeping forces” to the breakaway regions.

Western leaders condemned the latest moves and the U.S. prepared to announce new sanctions against Russia. The U.S. has warned of a possible Russian invasion of Ukraine, a claim the Kremlin has repeatedly rejected.

The unfolding security crisis in eastern Europe saddles global markets with the one thing they most dislike -- a large amount of uncertainty. Geopolitical risks have already led investors to pare back bets on how aggressively the Federal Reserve may tighten monetary policy this year to fight inflation.

“At this point it’s hard to predict what’s next,” Ipek Ozkardeskaya, senior analyst at Swissquote, wrote in a note. “Any positive news could reverse the bearish action and lead to sudden jumps in risk asset prices, yet a further escalation of tensions, which now became the base case scenario, should further enhance gains in energy, safe haven assets and gold.”

Investors are also continuing to monitor commentary on the U.S. monetary-policy path. Fed Governor Michelle Bowman suggested that a half percentage-point increase in interest rates could be on the table next month if incoming readings on inflation come in too high.

But the Ukraine crisis is overshadowing all else in markets for the moment.

“The stock market is right to be concerned about current tensions between Russia and Ukraine,” Lori Calvasina, head of U.S. equity strategy at RBC Capital Markets LLC, wrote in a note.

That’s because they “run the risk of exacerbating the challenging inflation backdrop that many investors and companies have expected to improve in the back half of 2022 and present a risk to the margin outlook,” she said.

Here are some events to watch this week:

  • New Zealand rate decision Wednesday

  • BOE Governor Andrew Bailey appears before the Treasury Committee Wednesday

  • Bank of Korea policy decision Thursday

  • EIA crude oil inventory report Thursday

  • Fed officials Loretta Mester and Raphael Bostic speak Thursday

  • U.S. new home sales, GDP, initial jobless claims Thursday

  • U.S. consumer income, U.S. durable goods, PCE deflator, University of Michigan consumer sentiment Friday

Some of the main moves in markets:

Stocks

  • The Stoxx Europe 600 fell 0.6% as of 10:07 a.m. London time

  • Futures on the S&P 500 fell 1%

  • Futures on the Nasdaq 100 fell 1.7%

  • Futures on the Dow Jones Industrial Average fell 0.9%

  • The MSCI Asia Pacific Index fell 1.4%

  • The MSCI Emerging Markets Index fell 1.4%

Currencies

  • The Bloomberg Dollar Spot Index was little changed

  • The euro rose 0.2% to $1.1328

  • The Japanese yen was little changed at 114.82 per dollar

  • The offshore yuan was little changed at 6.3312 per dollar

  • The British pound fell 0.1% to $1.3582

Bonds

  • The yield on 10-year Treasuries declined three basis points to 1.90%

  • Germany’s 10-year yield was little changed at 0.20%

  • Britain’s 10-year yield was little changed at 1.40%

Commodities

  • Brent crude rose 3.5% to $98.75 a barrel

  • Spot gold fell 0.3% to $1,900.12 an ounce

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2022-02-22 00:39:44Z
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