欧洲股市连续第五个月上涨,尽管美联储主席凯文·沃什重申将遏制顽固通胀。
截至伦敦时间下午4时40分,斯托克欧洲600指数上涨0.5%,8月累计上涨约1%。汽车股领涨,宝马汽车和佛吉亚均上涨逾4%,此前花旗将两家公司纳入看涨催化观察。
法国CAC 40指数反弹1%,此前一交易日创下七周来最大跌幅。最新数据显示,受能源成本上涨推动,法国通胀升幅超过预期,强化了市场对欧洲央行下月加息的预期。
企业财报表现强劲、经济增长保持韧性,共同支撑欧洲股市反弹。不过,随着宏观经济担忧升温,市场正进入季节性表现较弱的阶段。过去五年,斯托克600指数9月平均下跌2.1%,通常是全年表现最差的月份。
投资者继续从杰克逊霍尔央行年会寻找利率路径线索。沃什在5月出任美联储主席以来首次发表的长篇演讲中重申,决策层将推动通胀率恢复其2%的目标。他表示这是一个坚定不移的目标。
市场随后将关注欧洲央行Isabel Schnabel的讲话。她本周稍早表示,受中东冲突推高通胀风险以及欧元区经济表现强于预期影响,欧洲央行需要进一步加息。
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