美国期货价格随欧洲股市和石油价格攀升海口

据3月15日彭博社报道，美股期货和欧股走高，投资者关注全球经济复苏力度和疫苗供应取得进展。

美国航空集团（American Airlines Group Inc.）和嘉年华（Carnival Corp.）早盘上涨。美国钢铁公司(U.S. Steel Corp.)股价上涨，此前该公司表示，在强劲的市场环境下，预期收益将有所改善。旅游公司和汽车制造商领涨斯托克600指数，创下一年来最高水平。全球最大的酸奶生产商达能(Danone)在宣布将更换董事长后股价上涨5%。

布伦特原油价格突破每桶69美元，来自中国的经济数据显示，工业产出大幅增加，突显出中国经济“v”型复苏的力度。

投资者仍专注于不断上升的长期借贷成本及其对再通胀交易的影响，以及股市从增长型股票到价值型股票的转换。美国基准国债收益率周一徘徊在1.61%左右。

摩根大通资产管理全球多资产策略师Patrik Schowitz在一份报告中称，尽管股票和信贷的估值均有所上升，但风险资产很难不被看好，尽管上周市场步伐的变化可能也表明很多资产已经被定价了。

在美国，投资者也在考虑增税的潜在影响，以及增税会如何影响企业利润增长。据知情人士透露，美国计划自1993年以来首次大幅提高联邦税收，以帮助支付一项长期经济计划。预计白宫将提出一系列增税方案。

美国财政部长耶伦(Janet Yellen)周日接受采访时试图缓解人们对通胀的担忧，称通胀风险仍然不大。

美国广播公司(ABC)一档节目报道，存在通胀风险，不过这是可控的。在美国新冠肺炎疫情蔓延时出现下跌的一些价格将会回升，但这只是价格的暂时波动。

在其他方面，比特币在周末上涨后出现回落，其价格首次突破6.1万美元。周一，最大的加密货币交易价格约为55500美元。

王佳晶 摘译自 彭博社

原文如下：

U. S. futures climb with European stocks and oil

U.S. futures and European stocks climbed, with investors focused on the strength of the global economic recovery and progress in delivering vaccines.

American Airlines Group Inc. and Carnival Corp. climbed in early trading. U.S. Steel Corp. advanced after saying it expects earnings to improve on the back of strong market conditions. Travel companies and automakers led the Stoxx 600 Index to the highest level in a year. Danone, the world’s largest yogurt maker, jumped 5 per cent after announcing it would replace its chairman.

Brent crude topped US$69 a barrel as economic data from China showed a surge in industrial output, underscoring the strength of its V-shaped recovery.刻录机

Investors remain preoccupied with rising long-term borrowing costs and their implications for reflation trades and the rotation in the stock market from growth to value shares. The benchmark Treasury yield hovered around 1.61 per cent on Monday.

While valuations across equi过滤筛ties and credit are elevated, it’s hard not to be p水泥磨ositive on risk assets, though “the change of pace in markets last week maybe also suggests a lot is priced already,” Patrik Schowitz, global multi-asset strategist at JPMorgan Asset Management, said in a note.

In the U.S., investors are also considering the potential impact of higher taxes and how that could affect corporate profit growth. President Joe Biden is planning the first major federal tax hike since 1993 to help pay for a long-term economic program, according to people familiar with the matter. The White House is expected to propose a suite of tax increases, mostly mirroring Biden’s 2020 campaign proposals, according to four people familiar with the discussions.

In an interview on Sunday, Treasury Secretary Janet Yellen sought to assauge concerns about inflation, saying the risks remain subdued.

“Is there a risk of inflation? I think there’s a small risk and I think it’s manageable,” Yellen said on ABC’s “This Week” on Sunday. Some prices that fell last year when the COVID-19 pandemic spread across the U.S. will recover, “but that’s a temporary movement in prices,” she said.

Elsewhere, Bitcoin pulled back after a weekend rally that sent prices above US$61,000 for the first time. The largest cryptocurrency was trading at about US$55,500 on Monday.