런던 마감: ECB, 미국 인플레이션 인쇄보다 주식이 하락
프레스 닐로
590.50p
17:14 29/04/24
투자자들이 미국의 주요 인플레이션 수치와 이번 주 후반 유럽중앙은행(ECB)의 정책 발표에 대비하면서 런던 시장은 화요일 하락세로 마감했습니다.
항공우주 및 방위
10,851.68
16:44 29/04/24
앵글로 아메리칸
2,750.00p
17:15 29/04/24
BAE 시스템
1,355.00p
16:45 29/04/24
은행
4,067.36
16:44 29/04/24
BP
523.30p
17:04 29/04/24
센타민(DI)
126.30p
17:05 29/04/24
켐링 그룹
377.50p
16:40 29/04/24
다양한 에너지 기업
1,159.00p
17:05 29/04/24
전자 및 전기 장비
9,847.41
16:44 29/04/24
금융 서비스
13,869.40
16:44 29/04/24
FTSE 100
8,147.03
16:54 29/04/24
FTSE 250
20,084.79
16:44 29/04/24
FTSE 350
4,481.53
16:44 29/04/24
FTSE 전체 공유
4,435.18
16:59 29/04/24
가스, 수도 및 다중 유틸리티
6,008.01
16:44 29/04/24
Halma
2,239.00p
16:59 29/04/24
Hochschild 광업
161.40p
16:34 29/04/24
HSBC 홀딩스
668.10p
17:14 29/04/24
임페리얼 브랜드
1,824.00p
17:04 29/04/24
JTC
862.00p
16:34 29/04/24
채굴
10,673.75
16:44 29/04/24
석유 및 가스 생산업체
9,609.31
16:44 29/04/24
리오 Tinto
5,457.00p
16:40 29/04/24
담배
26,714.72
16:44 29/04/24
XNUMXD덴탈의 FTSE 100 0.11% 하락한 7,934.79포인트 FTSE 250 dropped 0.46% to settle at 19,763.35.
통화 시장에서 파운드는 달러 대비 0.13% 상승한 $1.2672에 거래되었으며, 유로 대비 0.17% 상승하여 €1.1673에 거래되었습니다.
“In an otherwise quiet trading session without major economic data releases investors sold stock indices as risk off sentiment dominated the agenda ahead of Wednesday's FOMC minutes and CPI print,” said IG 수석 시장 분석가 Axel Rudolph.
“As the gold price hit yet another record high and the silver price trades at levels last seen in June 2021 amid risk off sentiment, the oil price slipped on comments by Hamas that, although Israeli proposal for peace talks fail to meet demands, it is reviewing these.”
UK retail sector sees big March upswing, small business optimism dips stateside
In economic news, the UK retail sector experienced a significant upswing in March, thanks in part to the unusually early Easter holidays, according to the 영국 소매 컨소시엄-KPMG 소매 판매 모니터.
Total retail sales jumped 3.5% year-on-year last month, marking a notable acceleration from the 1.1% annual increase recorded in February.
Growth exceeded the three-month and 12-month average growth rates, standing at 2.1% and 2.9%, respectively.
March also boasted the strongest growth rate since August last year, with sales rising at a pace surpassing inflation for the first time in over two years, according to Linda Ellett, UK head of consumer markets at KPMG's leisure and retail division.
Notably, over the three months leading to March, food sales soared by 6.8% compared to the previous year, while non-food sales experienced a dip of 1.9%, observed across both in-store and online platforms.
“High street sales growth was driven by food and drink, health and beauty and keen gardeners who headed outside to enjoy the first days of spring,” Ellett commented.
“There were also some signs of improvement with more categories starting to see positive sales growth in March for the first time in months.
However, Ellett said UK retail remained a challenging environment, despite a recent improvement in macro conditions.
“As April signals big increases in the sector’s cost base - through the rise in minimum wage rates and business rate hikes for the larger high street brands - retailers will be hoping that the bounce back of March sales is more than just an Easter blip.
“Economic indicators are heading in the right direction with inflationary pressures easing and interest rates having potentially peaked, however consumer confidence remains fragile, and households continue to keep a close eye on where their tight budgets are being spent.”
대서양 건너 미국 독립 비즈니스 연합' small business optimism index saw a decline for the third consecutive month in March, plummeting to 88.5.
That reading marked the lowest point since December 2012, and fell well below the forecasted 90.2.
Inflation emerged as the primary concern for 25% of surveyed businesses, citing elevated input and labour costs, representing a two-point increase from February.
Additionally, the net percentage of owners anticipating real sales growth decreased by eight points from the previous month to a net reading of -18%.
“Business owners continue to manage numerous economic headwinds,” said NFIB 수석 경제학자 빌 던켈버그.
“Inflation has once again been reported as the top business problem on Main Street and the labour market has only eased slightly.”
Miners in the green, defence plays under pressure
On London’s equity markets, precious metals miners saw gains as gold prices surged to a fresh record high earlier in the day.
프레스 닐로 led the risers with a notable increase of 3.96%, followed by 센타 민2.81 % 증가 Hochschild 광업, 0.14 % 상승했습니다.
Similarly, mining giants 리오 Tinto 과 앵글로 아메리칸 both advanced as iron ore prices saw an uptick.
거대한 석유 회사 BP climbed 1.45% following its announcement that it anticipated higher upstream production in the first quarter compared to the prior three months.
That news also bolstered 다양한 에너지 기업, 3.02 % 상승했습니다.
안전장비 전문업체 Halma saw its stock price increase 2% after receiving an upgrade from 클레이.
HSBC 홀딩스 nudged higher by 0.2% after announcing the sale of its Argentina business to Grupo Financiero Galicia for $550m, despite incurring a $1bn pre-tax loss in the process, as part of its strategic pivot towards Asia.
In another positive move, fund, corporate, and private client services group JTC rallied by 1.87% after revising its growth guidance for the next three years upward, following a successful performance in 2023 driven by record new business wins.
하락세로, 임페리얼 브랜드 reversed earlier gains to slide 1.88%, despite stating that it remained on track to meet its financial guidance for the half-year and full-year.
BAE 시스템 fell 4.52% following a research note from 골드만 삭스 expressing a cautious outlook on European defence shares, foreseeing more downside than upside risk for the sector's valuations approaching 2025.
마찬가지로, 켐링 그룹 tumbled 4.99%, as sentiment turned negative on European defence stocks, influenced by a downturn in German weapons maker Rheinmetall, which fell by as much as 12% from a record high.
Sharecast.com에 대한 Josh White의 보고.
시장 발동기
FTSE 100(영국X) 7,934.79 -0.11 %
FTSE 250(MCX) 19,763.35 -0.46 %
테크마크(TASX) 4,432.09 -0.20 %
FTSE 100 - 라이저
프레닐로(FRES) 578.00p 3.96%
세인트 제임스 플레이스(STJ) 441.00p 2.99%
안토파가스타(ANTO) 2,269.00p 2.44%
크로다 인터내셔널(CRDA) 4,700.00p 2.24%
할마(HLMA) 2,294.00p 2.00%
WPP(WPP) 747.60p 1.87%
앵글로 아메리칸(AAL) 2,191.50p 1.69%
오카도 그룹(OCDO) 380.60p 1.47%
글렌코어(GLEN) 473.00p 1.33%
BP(BP.) 516.60p 1.31%
FTSE 100 - 폴러
BAE 시스템 (BA.) 1,277.00p -4.52 %
롤스로이스 홀딩스(RR.) 412.20p -3.94 %
스탠다드차타드(STAN) 672.80p -3.75 %
멜로즈 인더스트리(MRO) 649.40p -3.19 %
비즐리(BEZ) 654.50p -3.11 %
CRH(CDI)(CRH) 6,600.00p -2.48 %
바클레이스(BARC) 188.90p -2.22 %
B&M 유럽 가치 소매 SA(DI)(BME) 510.80p -2.18 %
라이트무브(RMV) 523.40p -2.13 %
임페리얼 브랜드(IMB) 1,705.00p -1.88 %
FTSE 250 - 라이저
WAG 결제 솔루션(WPS) 69.80p 3.57%
Hipgnosis Songs Fund Limited NPV(SONG) 72.70p 3.41%
클로즈 브라더스 그룹(CBG) 454.00p 3.09%
다양한 에너지 회사(DEC) 1,057.00p 3.02%
엔데버 마이닝(EDV) 1,751.00p 2.82%
센타민(DI)(CEY) 124.50p 2.81%
IP 그룹(IPO) 47.40p 2.71%
우드 그룹(John)(WG.) 134.30p 2.44%
위즈에어홀딩스(WIZZ) 2,318.00p 2.21%
JTC(제이티씨) 839.00p 1.82%
FTSE 250 - 폴러
TBC 은행 그룹(TBCG) 3,025.00p -5.17 %
켐링 그룹(CHG) 342.50p -4.99 %
Lancashire Holdings Limited(LRE) 584.00p -4.11 %
Moneysupermarket.com 그룹(MONY) 213.80p -3.78 %
QinetiQ 그룹(QQ.) 349.00p -3.75 %
인디비어(INDV) 1,625.00p -3.56 %
MEGP(미그룹인터내셔널) 167.00p -3.36 %
저스트 그룹(JUST) 104.00p -2.99 %
카니발 (CCL) 1,077.00p -2.80 %
브리던 그룹(BREE) 369.00p -2.64 %