다우, 5일 연속 하락, 200포인트 반등

Dow gives up 200-point bounce, declines for a fifth-straight day

 

발행된 9월 9일 2021 6:04 오후 EDTUPATED 26분 전

PUBLISHED THU, SEP 9 2021 6:04 PM EDTUPDATED 26 MIN AGO

 

by Hannah Miao@HANNAHMIAO_
by Pippa Stevens@PIPPASTEVENS13

 

The translation

금요일 다우존스 산업평균지수는 경기 불확실성 속에 닷새째 하락했다.

우량지수는 개장 직후 200포인트 이상 반등했다가 110포인트가량 다시 적자로 돌아섰다. S&P 500 지수는 0.2퍼센트 하락했고 나스닥 종합 지수는 평판선 근처에서 거래되었다.

 

휴일이 단축된 이번 주 다우지수는 1.7% 하락했으며, 2주 연속 마이너스 행진을 이어가고 있다. S&P 500 지수는 이번 주 동안 약 1.1퍼센트 하락한 반면, 나스닥 종합 지수는 0.7퍼센트 하락했습니다.

금요일 발표된 8월 생산자물가지수는 기업들의 도매가격이 연간 기준으로 8.3% 상승해 적어도 2010년 이후 가장 큰 폭으로 상승한 것으로 나타났다. PPI는 한 달 동안 0.7% 상승해 다우존스 예상치 0.6%를 웃돌았다. 8월의 보다 중요한 소비자물가지수가 화요일에 발표될 것이다.

 

연방준비제도 이사회는 9월 21일 이틀간의 회의를 시작하고, 연방준비제도 이사회는 연방준비제도 이사회 채권 매입 프로그램에 대한 최신 정보를 주시할 것이다. 목요일에 유럽 중앙은행은 통화정책에는 변함이 없지만 자산매입 계획의 속도를 늦출 것이라고 말했다.

"정책 변화의 속도는 경기 회복이나 주식 랠리를 방해하지 않을 만큼 충분히 점진적일 것이고, 반면에 더 강경하고 더 비둘기적인 중앙 은행들 사이의 차이는 기회를 창출할 것입니다, "라고 UBS의 세계 부의 관리 최고 책임자인 마크 해플 레는 말했다.

"우리는 주요 중앙은행들이 성장을 계속 지원하면서 금리를 더 오랫동안 낮출 것으로 기대합니다. 이는 주식시장, 특히 경기변동 및 가치 분야에 긍정적입니다."라고 그는 덧붙였다.

 

조 바이든 대통령은 목요일 미국인들에게 백신 접종을 의무화하는 방안을 제시하면서 미국인들의 백신 접종에 대한 입장을 강화했다. 연방 직원들은 COVID 백신을 맞아야 하며 대통령은 100명 이상의 직원을 둔 고용주들에게 백신이나 주간 검사를 의무화하도록 노동부에 요구하고 있다.

펀드스트랫의 톰 리는 목요일 늦게 고객들에게 보낸 메모에서 "결국 우리는 9월 종가가 강세를 보일 것으로 본다"라고 썼다. "델타 변종이 유기적으로 느려지고 있는 것 같다... 백악관 계획은 COVID-19를 억제하는 데 큰 도움이 됩니다."

바이든 부통령이 2월 이후 처음으로 시진핑 중국 국가주석과 전화통화를 한 것도 시장 분위기를 긍정적으로 만들었다.

 

CNBC Pro의 종목 선정 및 투자 동향:

JP모건: 이러한 '엄청난' 글로벌 주식은 내년까지 투자자들을 지켜볼 것이다.
싱가포르 은행들은 '가치가 풍부하다'고 베테랑 펀드 매니저 휴 영이 말한다.
뱅크 오브 아메리카의 신뢰할 수 있는 모델은 1999년 이후 처음으로 마이너스 장기 수익률을 나타낸다.

 

주요 평균치는 여전히 사상 최고치를 맴돌고 있다. 다우지수는 그것의 기록보다 약 2.5퍼센트 낮은 반면 나스닥과 S&P는 그들의 기록보다 약 1% 낮다.

 

The Original

The Dow Jones Industrial Average declined for a fifth-straight day Friday amid economic uncertainty.

 

The blue-chip index rallied more than 200 points shortly after the market opened, before falling back into the red about 110 points. The S&P 500 dipped 0.2% and the Nasdaq Composite traded near the flatline.

 

For the holiday-shortened week, the Dow is down 1.7% and on pace for its second negative week in a row. The S&P 500 is off by about 1.1% for the week, while the Nasdaq Composite is 0.7% lower.

 

Investors are worried about persistent Covid cases slowing the economy just as hot inflation causes the Federal Reserve to take away easy policies. The August producer prices index released Friday showed wholesale costs for businesses rose 8.3% on an annual basis, its biggest advance on record since at least 2010. The PPI accelerated 0.7% for the month, above the 0.6% Dow Jones estimate. The more important consumer price index for August will be released on Tuesday.

 

The Federal Reserve kicks off a two-day meeting on Sept. 21, and the Street will be watching for an update on the Fed’s bond-buying program. On Thursday the European Central Bank left its monetary policy unchanged, but said that it will slow the pace of its asset-purchase program.

“The pace of policy changes will be gradual enough not to derail the economic recovery or the equity rally, while the differences between the more hawkish and more dovish central banks will create opportunities,” said Mark Haefele, UBS Global Wealth Management chief investment officer.

“We expect major central banks to remain supportive of growth, keeping rates lower for longer. This is positive for equity markets, particularly cyclical and value areas of the market,” he added.

 

President Joe Biden stiffened his stance on getting Americans vaccinated on Thursday, outlining a plan to mandate Covid vaccines for millions. Federal employees will be required to get a Covid vaccine and the president is asking the Labor Department to require employers with more than 100 employees to mandate vaccines or weekly testing.

“Ultimately, we see stocks finishing September strongly,” wrote Fundstrat’s Tom Lee in a note to clients late Thursday. “Delta variant organically looks to be slowing... White House plan really brings hammer to containing COVID-19.”

Biden’s phone call Friday with Chinese President Xi Jinping, the first time the two world leaders spoke since February, also added to positive market sentiment.

 

Stock picks and investing trends from CNBC Pro:

JPMorgan: These ‘tremendous’ global stocks will see investors through to next year
Singapore banks are ‘full of value,’ says veteran fund manager Hugh Young
Bank of America’s reliable model indicates negative long-term returns for the first time since 1999

 

The major averages are still hovering around their all-time highs. The Dow is roughly 2.5% below its record, while the Nasdaq and S&P are about 1% from theirs.