欧洲股市上涨,美国非农就业数据的强劲增长缓解了对美国劳动力市场健康状况的担忧,法国总统马克龙承诺不辞职后法国股市走高。
欧洲斯托克600指数收涨0.2%。数据显示,经历了受风暴和罢工制约的10月份后,上个月美国就业市场回到健康状态。这些数据支持了美联储的观点,即就业市场依然稳健,但不再是通胀的主要来源。
“市场对美联储能否实现投资者预期的降息抱有极大疑问,而上述数据恰恰表明经济软着陆的可能性很大,”Natixis Wealth Management首席投资官Benoit Peloille称。
消费品和汽车板块领涨,资源相关板块表现落后。个股方面,Direct Line Insurance Group Plc上涨,此前英杰华集团达成初步协议将收购这家英国汽车保险公司。
与此同时,法国CAC 40蓝筹股指数上涨约1.3%,跑赢欧洲其他指数,因为对该国议会最终将就预算达成协议的乐观情绪升温。该基准指数连续第七个交易日上涨,为2月以来最长连涨纪录。
“这是一种缓解性反弹,”谈到本周的反弹时,AXA IM欧洲股票主管Gilles Guibout说。“事实上CAC 40指数几乎所有股票都在上涨,这强烈表明投资者正在广泛押注法国,而不是选择性地逢低买入。”
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