🥇 First rule of investing? Know when to save! Up to 55% off InvestingPro before BLACK FRIDAYCLAIM SALE

Marketmind: Up, up and away

Published 20/02/2023, 05:33
© Reuters. The German share price index DAX graph is pictured at the stock exchange in Frankfurt, Germany, February 17, 2023.     REUTERS/Staff/File Photo

A look at the day ahead in European and global markets from Anshuman Daga

Asian shares edged up from their lowest levels in about one month but trading was slow ahead of minutes of the last Federal Reserve meeting and a reading on core inflation, with rising interest rates still seen as a risk for markets.

In Europe, money markets show that investors are already betting on a peak European Central Bank rate around 3.75% by late summer, up from levels around 3.4% earlier this month.

Investors are unwinding earlier bets after a string of hawkish comments from policymakers, forcing European shares to retreat further from one-year highs.

ECB officials have highlighted their fears about stubborn underlying inflation.

The central bank raised rates by 50 basis points this month and pre-announced another increase of the same size for March 16 but it kept an open mind about future moves, with most policymakers expecting another rate hike in May.

Inflation isn't going away any time soon https://www.reuters.com/graphics/MARKETS-INFLATION/klvygdxkovg/chart.png

Geopolitical tensions heightened again as U.S. Secretary of State Antony Blinken warned top Chinese diplomat Wang Yi of consequences should China provide material support to Russia's invasion of Ukraine, saying in an interview after the two met that Washington was concerned Beijing was considering supplying weapons to Moscow.

Meanwhile, in a week when India hosts the year's first G20 finance and central bank chiefs meeting, from Feb. 22-25, tough global discussions over debt forgiveness for poor nations are going to get even trickier.

China, the world's largest bilateral creditor, is under fire for playing tough on terms.

Stand-out items on this week's economic calendar include the Federal Reserve's preferred inflation gauge, earnings reports from big U.S. retailers, global flash PMIs, and inflation readings from the euro zone and Japan.

Global business activity https://www.reuters.com/graphics/GLOBAL-ECONOMY/PMI/klvygdwxevg/chart.png

Elsewhere, the race to buy Manchester United gathered steam with Jim Ratcliffe's company INEOS confirming it had bid for the club, while a source told Reuters that U.S. hedge fund Elliott Investment Management was also prepared to finance a takeover.

Any sale of the Premier League giant would likely exceed the biggest sports deal so far: the $5.2 billion including debt and investments paid for Chelsea.

The Glazers began looking at options for record 20-time English champions United, 17 years after they bought the Old Trafford club for 790 million pounds ($951 million) as part of a highly leveraged deal.

Underlying the weakness in property markets, average asking prices for British residential property rose by just 14 pounds in February from January, the smallest rise on record for a month which normally sees a big seasonal increase, data from property website Rightmove showed on Monday.

Key developments that could influence markets on Monday:

© Reuters. The German share price index DAX graph is pictured at the stock exchange in Frankfurt, Germany, February 17, 2023.     REUTERS/Staff/File Photo

Economic data: Euro zone Feb consumer confidence

U.S. markets closed

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2024 - Fusion Media Limited. All Rights Reserved.