15 марта 2011 MarketWatch Бегларян Григорий
После сообщений о повышении уровня радиации паника охватила жителей Токио. Часть жителей покидали столицу, другая часть запасалась продуктами. Некоторые посольства советовали сотрудникам и гражданам покинуть зоны поражения, туристы прерывают отпуск, международные компании призывают сотрудников покинуть зону поражения, уехать или переместиться за пределы Токио. Одним из признаков паники, как передает Рейтерс, массовые покупки радио, фонарей, свечей, топливных канистр и спальных мешков. Некоторые международные журналисты, освещающие события из наиболее пострадавшего региона северо-восточного города Сендая, опустошенного гигантским землетрясением и цунами в пятницу, также покидали город.
www.ustream.tv/channel/geiger-counter-tokyo?lang=ja_JP
March 15 (Reuters) — Panic swept Tokyo on Tuesday after a rise in radioactive levels around an earthquake-hit nuclear power plant north of the city, causing some residents to leave the capital and others to stock up on food and supplies. Several embassies advised staff and citizens to leave affected areas, tourists cut short vacations and multinational companies either urged staff to leave or said they were considering plans to move outside the city. In one sign of the panic, Don Quixote, a multistorey, 24-hour general store in Tokyo's Roppongi district, was sold out of radios, flashlights, candles, fuel cans and sleeping bags on Tuesday as a Reuters reported visited the shop. Some international journalists covering the disaster from the worst-hit region around the northeastern city of Sendai, devastated by Friday's mammoth earthquake and tsunami that killed at least 10,000, were pulling out.
The Tokyo office of Michael Page International, a British recruitment agency, was closing for the week. «I am leaving for Singapore tomorrow and will work from our Singapore office,» said one employee. Kyodo News said «minute levels» of radiation have been detected in Tokyo and radiation levels in Saitama, near Tokyo, were 40 times normal levels — not enough to cause human damage but enough to stoke panic in the bustling, ultra-modern and hyper-efficient metropolis of about 12 million people. Winds over an earthquake-stricken nuclear power plant in Japan are blowing slowly in a southwesterly direction that includes Tokyo, but will shift westerly later on Tuesday, a weather official said. The wind is moving at a speed of about two to three metres (7 to 10 ft) per second, said the official with the Japan Meteorological Agency who is based in Fukushima Prefecture, the location of three troubled nuclear reactors.
Earlier, Japan's prime minister warned that radioactive levels had become high around the nuclear power plant after explosions at two reactors, adding that the risk of more radioactive leakage was rising. The Japan Meteorological Agency official said wind speeds will increase on Wednesday, blowing south at three to five metres (10 to 16 ft) per second before changing later in the day to blow easterly out to the Pacific Ocean at a faster rate of five to 12 metres (16 to 39 ft) per second. There have been a total of four explosions at the plant since it was damaged in last Friday's massive earthquake and tsunami. The fear at the Fukushima plant is of a major radiation leak after the quake and tsunami knocked out cooling systems. Jiji news agency said the first explosion on Tuesday damaged the roof and steam was rising from the complex. It also reported some workers had been told to leave the plant — a development one expert had warned beforehand could signal a worsening stage for the crisis. The worst nuclear accident since the Chernobyl disaster in Ukraine in 1986 has drawn criticism that authorities were ill-prepared, and revived debate in many countries about the safety of atomic power. (Additional reporting by Junko Fujita; writing by Jason Szep; editing by David Fox)
ПРЕМЬЕР-МИНИСТР ЯПОНИИ НАОТО КАН: "ЧТО, ЧЕРТ ВОЗЬМИ ПРОИСХОДИТ?"
Как передает японское агентство Kyodo, весьма эмоциональная, была накануне встреча, между премьер-министром Японии, господином Каном и представителями энергокомпаний страны.Премьер-министр Японии был в ярости, из-за того, что его фактически «подставили» не сообщая достоверную информацию о ситуации в ядерных центрах страны. Господин Кан сорвался на крик, заявив менеджерам буквально следующее- "… Что, черт возьми, происходит?.." Премьер Японии также требовал от руководства Tokyo Electric Power Co не отпускать сотрудников атомной станции Fukushima, до тех пор, пока не будет устранена полностью авария.Премьер «рвал и метал» еще и потому, что сам узнавал новости по телевидению, а эти «деятели» из энергокомпаний, упорно молчали.
Оказывается премьер министр узнал о реальном положении дел, после звонка от губернатора префектуры Fukushima, который сказал господину Кану, что "....«страх и гнев жителей в префектуре достигли предела...»Более того, премьер Японии, судя по всему теперь может всерьез «разобраться» с менеджментом Tokyo Electric Power Co,«вспомнив» о коррупционном скандале в компании, в 2002 году.
TOKYO, March 15 (Reuters) — Japan's prime minister was furious with executives at a power company at the centre of the nuclear crisis for taking so long to inform his office about a blast at its stricken reactor complex, demanding «what the hell is going on?».
Kyodo news agency reported that Naoto Kan also ordered Tokyo Electric Power Co, on Tuesday not to pull employees out of the Fukushima plant, which was badly damaged by last week's earthquake and has been leaking radiation.
«The TV reported an explosion. But nothing was said to the premier's office for about an hour,» a Kyodo reporter quoted Kan telling power company executives. TEPCO has been struggling for days to prevent a catastrophic meltdown at several reactors at the 40-year-old Fukushima plant, 240 km (150 miles) north of Tokyo, where there have already been four explosions and the release of high levels of radiation, some of it being blown towards the capital.
Fukushima Governor Yuhei Sato phoned Kan to tell him that «the fear and anger of residents in the prefecture are reaching the limit», Kyodo said. The power company, Japan's biggest, has been plagued for years by scandal over its role in the nuclear industry. In 2002, the company's president and four of his top executives were forced to resign after TEPCO was suspected of falsifying nuclear plant safety records.
A few years later it ran into trouble again over accusations of altering data. In late 2006, the government told TEPCO to check historical data after the company reported that it had found falsification of coolant water temperatures at its Fukushima Daiichi plant in 1985 and 1988. And in 2007, TEPCO reported that it had found more past data falsifications. (Writing by Jonathan Thatcher; Editing by John Chalmers)
ФРС США СОХРАНИЛ МОНЕТАРНУЮ ПОЛИТИКУ БЕЗ ИЗМЕНЕНИЙ.
Изменения в риторике ФРС, остались сдержанными, правда на этот раз, были отмечены успехи в процессе восстановления экономики, которые выразились фразой"...economic recovery is on a firmer footing...«Это фраза звучит чуть сильнее, чем по итогам январьского заседания FOMC (текст смотрите в конце материала), однако снова в качестве фактора риска, упомянуты неудовлетворительные темпы восстановления рынка труда.
WASHINGTON, March 15 (Reuters) — Following is the full text of the statement from the Federal Reserve's Federal Open Market Committee issued on Tuesday following a one-day meeting on monetary policy:
»Information received since the Federal Open Market Committee met in January suggests that the economic recovery is on a firmer footing, and overall conditions in the labor market appear to be improving gradually. Household spending and business investment in equipment and software continue to expand.
However, investment in nonresidential structures is still weak, and the housing sector continues to be depressed. Commodity prices have risen significantly since the summer, and concerns about global supplies of crude oil have contributed to a sharp run-up in oil prices in recent weeks.
Nonetheless, longer-term inflation expectations have remained stable, and measures of underlying inflation have been subdued. Consistent with its statutory mandate, the Committee seeks to foster maximum employment and price stability.
Currently, the unemployment rate remains elevated, and measures of underlying inflation continue to be somewhat low, relative to levels that the Committee judges to be consistent, over the longer run, with its dual mandate. The recent increases in the prices of energy and other commodities are currently putting upward pressure on inflation. The Committee expects these effects to be transitory, but it will pay close attention to the evolution of inflation and inflation expectations.
The Committee continues to anticipate a gradual return to higher levels of resource utilization in a context of price stability. To promote a stronger pace of economic recovery and to help ensure that inflation, over time, is at levels consistent with its mandate, the Committee decided today to continue expanding its holdings of securities as announced in November.
In particular, the Committee is maintaining its existing policy of reinvesting principal payments from its securities holdings and intends to purchase $600 billion of longer-term Treasury securities by the end of the second quarter of 2011.
The Committee will regularly review the pace of its securities purchases and the overall size of the asset-purchase program in light of incoming information and will adjust the program as needed to best foster maximum employment and price stability.
The Committee will maintain the target range for the federal funds rate at 0 to 1/4 percent and continues to anticipate that economic conditions, including low rates of resource utilization, subdued inflation trends, and stable inflation expectations, are likely to warrant exceptionally low levels for the federal funds rate for an extended period.
The Committee will continue to monitor the economic outlook and financial developments and will employ its policy tools as necessary to support the economic recovery and to help ensure that inflation, over time, is at levels consistent with its mandate.
Voting for the FOMC monetary policy action were: Ben S. Bernanke, Chairman; William C. Dudley, Vice Chairman; Elizabeth A. Duke; Charles L. Evans; Richard W. Fisher; Narayana Kocherlakota; Charles I. Plosser; Sarah Bloom Raskin; Daniel K. Tarullo; and Janet L. Yellen.
Заявление ФРС США от 26 января (то есть на прошлом заседании)
Агентство FITCH понизило кредитный рейтинг правительства Бахрейна на две ступени до уровня "ВВВ".Прогноз "негативный"
21:00 15Mar11 RTRS-FITCH DOWNGRADES BAHRAIN TO 'BBB'; ON RATING WATCH NEGATIVE
21:01 15Mar11 RTRS-FITCH CUTS BAHRAIN'S LONG-TERM FOREIGN CURRENCY ISSUER DEFAULT RATING TO 'BBB' FROM 'A-'
21:03 15Mar11 RTRS-FITCH SAYS MAY FURTHER CUT BAHRAIN'S LONG-TERM ISSUER DEFAULT RATING
21:03 15Mar11 RTRS-FITCH SAYS BAHRAIN RATING WATCH NEGATIVE REFLECTS THAT POLITICAL OUTLOOK IS HIGHLY UNCERTAIN
21:05 15Mar11 RTRS-FITCH SAYS 2-NOTCH DOWNGRADE OF BAHRAIN REFLECTS ESCALATION IN POLITICAL RISK
CDS НА ЯПОНСКИЙ СУВЕРЕННЫЙ ДОЛГ ВЫРОСЛИ ДО РЕКОРДНЫХ ЗНАЧЕНИЙ
Стоимость страховки от дефолта по гос долгу Японии подялась до рекордных зачений.Таким образом. теперь, чтобы застраховать себя от дефолта по 5-летним бумагам, придется потратить 114000 долларов.Для сравнения, понедельник Вам пришлось бы заплатить всего 89000 долларов.
LONDON (MarketWatch) — The cost of insuring Japanese sovereign debt against default through credit default swaps, or CDS, rose to a record level Tuesday as the nation's post-quake nuclear crisis deepened. The five-year Japanese CDS spread widened to 125 basis points before coming back in to 114, according to data provider Markit. The spread closed at 89 on Monday. That means it would now cost $114,000 annually to insure $10 million of Japanese debt against default for five years, up from $89,000 on Monday. The previous record for the spread was 120 basis points in February 2009, Markit said. The Markit iTraxx Japan index, which tracks a basket of sovereign and corporate debt, gained as much as 83 basis points to trade at 200 before slipping back to 152.5, a daily gain of 35 basis points
Глава Еврогруппы,господин Jean-Claude Juncker опечален тем,что некоторые лидеры "выкручивают руик" Ирландии
Господин Jean-Claude Juncker, который возглавляет Еврогруппу и одновременно трудится на посту премьер-министра Люксембурга, заявил сегодня репортерам, что его очень печалит ситуация вокруг Ирландии.Он имел в виду тот факт, что лидеры стран Евросоюза (по всей видимости речь идет о руководителях Германии и Франции в первую очередь) слишком давят на правительство Ирландии, чтобы власти страны повысили корпоративные налоги.Лично он, господин Jean-Claude Juncker, не как чиновник Еврогруппы, а как лидер Люксембурга, не видит причины, по которой надо связывать помощь для Ирландии, с точки зрения возможности облегчения долгового бремени (имеется в виду, возможное снижение процента по кредитам и продление срока выплат) и обсуждением вопроса о повышении корпоративного налога.
BRUSSELS, March 15 (Reuters) — Luxembourg Prime Minister Jean-Claude Juncker criticised on Tuesday the pressure the euro zone was exerting on Ireland to raise its corporate tax level in exchange for lower interest on emergency loans.
«Not as chaiman of the Eurogroup, but as Luxembourg prime minister I don't like this link between the corporate tax issue and the so-called Irish package,» Juncker told reporters.
«I'm not happy with the idea that some governments obviously find some pleasure in torturing Ireland in the meetings and outside. I don't like this way of dealing with serious problems,» he said.
Слухи о том,что Европейский ЦБ может "обрезать" финансирование ирландских банков,преувеличены.Так говорит глава Банка Ирландии
Председатель Центробанка Ирландии, господин Patrick Honohan так отреагировал на появившиеся слухи о том, что ЕЦБ может прекратить фондирование ирландских банков за счет своих программ.По словам господина Patrick Honohan, нет риска того, что Европейский ЦБ прекратит краткосрочное финансирование банков Ирландии.
GENEVA, March 15 (Reuters) — Ireland's Central Bank chairman on Tuesday said he saw no risk that the European Central Bank would stop providing short-term funding to Irish banks Patrick Honohan, who is also a member of the ECB's governing council, also warned that weakness in the Irish economy implied an increase in expected losses by Irish banks.
ТИМОТИ ГАЙТНЕР: ЯПОНИИ НЕТ НЕОБХОДИМОСТИ ПРОДАВАТЬ КАЗНАЧЕЙСКИЕ ОБЛИГАЦИИ США
Японии нет необходимости продавать американские казначейские облигации США для того чтобы выручить средства на востановление от ущерба нанесенного землетрясением и цунами, так заявил министр финансов США Тимоти Гайтнер.
Japan won’t need to sell U.S. Treasurys: Geithner
WASHINGTON (MarketWatch) — Japan won’t need to sell its huge holdings of U.S. Treasury bonds to pay for the damage wreaked by the earthquake and tsunami, Treasury Secretary Timothy Geithner said Tuesday.
Speaking in front of a Senate Banking Committee hearing on housing finance, Geithner told Sen. Chuck Schumer of New York he didn’t think the second-largest foreign holder of Treasury holdings would start selling.
“I do not,” Geithner said. “Japan is a very rich country and has a high savings rate and has the capacity to deal not just with the humanitarian challenge but also the reconstruction challenge they face ahead.”
Trailing only China, Japan held $885.9 billion worth of Treasury securities as of January, according to data released Tuesday.
The bond market so far doesn’t seem to be reflecting those fears either. On Tuesday, Treasurys were the beneficiary of safe-haven flows as investors fled stocks and commodities. See Market Snapshot.
The yield on 10-year Treasury bonds fell 6 basis points to 3.30% and those on the two-year fell 4 basis points to 0.57%. Yields move in the opposite direction to prices.
At the same hearing, Senator Mark Kirk, an Illinois Republican, said it appears that a shortage of power could cripple production from large companies. “It is important that we watch this carefully,” Geithner said. “It is very hard to judge at this stage what is going to be the magnitude of the short-term costs to production.” “Our focus and attention will be to help them meet their humanitarian and reconstruction challenge. We can be reasonably confident they will be able to do that,” he added.
Объем депозитов на счетах греческих банков,сократился еще на 2% в январе.Сообщает Банк Греции
Объем средств на депозитных счетах в банках Греции, сократился на 2% в январе по сравнению с декабрем прошлого года.Что касается общих показателей, то в 2010 году, объем депозитных счетов, сократился на 12.2% по сравнению с 2009 годом.Таким образом, в данный момент, на депозитных счетах в банках Греции, имеется 204.8 миллиарда евро, это на 5 миллиардов евро меньше, чем в декабре прошлого года.
ATHENS, March 15 (Reuters) — Greek business and household bank deposits resumed their downward trend in January, falling 2 percent from the previous month, central bank data showed on Tuesday.
Bank of Greece data showed deposits fell to 204.8 billion euros ($285.5 billion) from 208.9 billion in December. In 2010 deposits in this category fell 12.2 percent or 29.1 billion euros from a year earlier.
Shrinking deposits have added to the strains of Greek banks, which have become reliant on ECB funding for their liquidity needs as access to wholesale funding remains mostly shut on sovereign debt concerns.
Менее "зажиточные" страны Евросоюза могут заблокировать бюджетную реформу.
Речь идет о том, каким образом формировать размер фонда финансовой поддержки в Еврозоне (фонд European Stability Mechanism) с точки зрения механизма взноса каждой страны в капитал ESM.Шесть стран Центральной и Восточной Европы, могут заблокировать провдение реформ, если их требования по изменению правил формирования капитала European Stability Mechanism, не будут удовлетворены.Нынешняя структура выплат не учитывает размер ВВП на душу населения, что приводит к тому, что средний немец, платит меньше, чем к примеру грек.
BRUSSELS, March 15 (Reuters) — Six central and eastern European countries may block the reform of the European Union's budget rules unless euro zone countries agree to change the capital key for the permanent bailout fund, EU sources said. The permanent fund, the European Stability Mechanism, is to replace the European Financial Stability Facility in mid-2013.
The EFSF's ability to borrow on the markets is backed by euro zone government guarantees, the size of which is based on their share in the capital of the European Central Bank. But the ESM is to have paid-in capital, callable capital and guarantees to back its 500 billion euro effective lending capacity and all EU members can take part in its design. Euro zone members Estonia and Slovakia as well as future euro users Latvia, Lithuania, Bulgaria and the Czech Republic believe that basing the capital set-up of the ESM on the ECB capital key, like in the case of the EFSF, is unfair.
«Unless there is a change to the ESM capital key we will bloc the agreement on the governance package once it returns from parliament and EU finance ministers have to approve it by unanimity,» a source with one of the delegations. A euro zone source said that euro outsider Sweden also believed the ESM capital key was not a straight-forward matter. The ECB key is taken 50 percent from the weighted average of a country's GDP to EU GDP and 50 percent from the share of its population to the whole bloc's.
Officials say the result is that countries with lower GDP per capita pay relatively more as a proportion of their own output. «If you have more people than GDP, relative to the EU, basically you are poor, you then have to pay a higher amount relative to your own GDP,» said one official. «A country with high GDP per capita, like Luxembourg, would pay little compared to its GDP.» EU sources said the issue was discussed at a meeting of EU finance ministers on Monday, with the protesting countries insisted that the ESM capital structure should be based on gross national product, or gross domestic product, size of debt or even size of financial sector, to be more fair.
In an amendment to the EU budget rule reform agreement reached on Tuesday, which envisages that fines for breaking EU rules would be allocated to the EFSF and then the ESM, the six countries said: «We can only agree to the proposed distribution of the fines in the context of macroeconomic and budgetary surveillance, if and only if an equitable solution to the ESM capital shares is found for the European Council of 24-25 March, 2011.»
НАОТО КАН НАПУГАЛ ИНВЕСТОРОВ ПО ВСЕМУ МИРУ, ЗАЯВИВ ЧТО ВОЗМОЖНА ДАЛЬНЕЙШАЯ УТЕЧКА РАДИАЦИИ
Наото Кан премьер-министр Японии, сказал что возможность дальнейшей радиоактивной утечки усиливается после взрывов в ядерных реакторах в Фукусима Daiichi. Радиационные уровни в городе Маэбаси, 100 км к северу от Токио, превышали в 10 раз нормальные уровни, — сообщало агентство Kyodo
Власти Бразилии могут отложить новое ужесточение мер спекулятивного капитала.Из-за событий в Японии
Об этом пишут в клиентской записке, валютные стратеги из RBC, приводя в качестве аргумента возможную репатриацию капитала со стороны японских фондов.
16:26 15Mar11 RTRS-FXNEWS-RBC says Japan repatriation may delay Brazil FX controls RBC says possible repatriation of Japanese capital invested in Brazil could prompt authorities in the South American nation to delay any further measures to tame the real.
More than 10,000 people are feared killed by last week's quake and ensuing tsunamis that have also triggered a potential nuclear catastrophe. The real is down 0.78 percent at 1.675 against the U.S. dollar
Цены на импорт в США ,выросли на 1.4% в феврале.Экспортные на 1.2%.За год экспортные цены выросли на 8.6% - максимум с 2008 года
ФРАНЦУЗСКОЕ ЯДЕРНОЕ АГЕНТСТВО ПРИСВАИВАЕТ АВАРИИ НА АТОМНОЙ СТАНЦИИ В ЯПОНИИ,ШКАЛУ №6.
Агентство присвоило по шкале риска,6 ступень угрозы из-за аварии на атомной станции Fukushima Daiichi.Для сравнения, степень риска из-за аварии в Чернобыле в 1986 году, была на уровне 7 пунктов по шкале риска.
PARIS, March 15 (Reuters) — France's ASN nuclear safety authority said on Tuesday the nuclear accident at Tokyo Electric Power Co's Fukushima Daiichi plant could now be classed as level six out of an international scale of one to seven.
On Monday, the ASN had rated the ongoing accident at the plant, located 240 km (150 miles) north of Tokyo, as a five or six. Level seven was used only once, for Chernobyl in Ukraine in 1986. The 1979 accident at the Three Mile Island nuclear power plant in the United States was rated a level five.
Доллар Австралии наиболее подвержен риску,из-за событий в Японии
Об этом в клиентской записке, пишут валютные стратеги банка UBS.Аргументом в пользу подобной позиции, является тот факт, что именно Австралия, имеет наиболее тесные связи с японской экономикой.Япония второй по величине рынок сбыта продукциииз Австралии
16:50 15Mar11 RTRS-FXNEWS-Aussie at risk due to trade link with Japan-UBS The Australian dollar has been the worst performer among G10 currencies since Japan's earthquake, UBS writes in a note. The firm says while risk aversion tends to hit the high-beta currency, there are even greater risks for the Aussie dollar due to the strong economic relationship between Japan and Australia. «Japan is Australia's second-largest export destination and in the short term, a drop in trade receipts will hit Australian growth,» UBS notes. The Australian dollar is down 2.5 percent at US$0.9841.
ПРОЦЕНТНАЯ СТАВКА В ЙЕНАХ НА 3 МЕСЯЦА ВЫРОСЛА.САМЫЙ БОЛЬШОЙ СКАЧОК С СЕНТЯБРЯ 2009 ГОДА
Несмотря на то, что Банк Японии направил в банковскую систему почти 300 милиардов долларов в течение двух дней, спрос на ликвидность остался очень высоким.На межбанковском рынке, процентные ставки в йене сроком на 3 месяца, выросли на максимальную величину (за одну сессию) с 29 сентября 2009 года.
Инвестор Marc Faber считает,что ФРС сделает паузу в программе количественного смягчения.Потом начнет снова
По мнению господина Marc Faber, Федеральный Резервный сделает паузу в программе по выкупу долговых бумаг Минфина, чтобы проверить реакцию рынка.Затем, спустя некоторое время, снова возобновит свои програмы QE.
March 15 (Bloomberg) — Marc Faber, publisher of the Gloom, Boom & Doom report, said the Federal Reserve may temporalily stop bond purchases to test the markets, while he sees “more quantitative easing” after the pause.
Faber said outlook for the employment is “not particularly good,” in an itnerview with financial news network CNBC.
Китай опроверг информацию о возможном увеличении квот на покупку иностранных валют для физических лиц
Ранее на рынке появлялась информация о том, что власти КНР, якобы намерены увеличить размер квоты, для физических лиц, с нынешних $ 50 000 до $ 200 000.State Administration of Foreign Exchange сегодня официально эту новость опровергает.«Новости необоснованные… и администрация не планирует корректировать годовые квоты для физических лиц на данном этапе..» говорится в сообщении.
March 15 (Bloomberg) — China denied reports it will increase annual foreign currency purchase quotas for individuals to $200,000 from $50,000, according to a statement posted on the State Administration of Foreign Exchange’s website today. “The news is groundless and the administration has no plan to adjust annual foreign currency purchase quotas for individuals at this stage”, the statement said.
Цена на западнотехасскую нефть может упасть до $ 92:Говорят технические аналитики из брокерской компании Auerbach Grayson
Цена на американскую нефть WTI может упасть до $ 92.30.Такой сценарий предлагает технический аналитик из брокерской конторы Auerbach Grayson, господин Richard Ross.По его мнению, фьючерсы на нефть, все еще выглядят «перегретыми», а индекс силы RSI ( Relative Strength Index) указывает, что стоимость нефтяных фьючерсов завышена, а цена перекуплена.На сегодняшний день, перекупленность на таком же высоком уровне, как и в июне 2009.
March 15 (Bloomberg) — Crude oil may fall to $92 a barrel after declining from a 29-month high, according to a technical analysis by brokerage Auerbach Grayson. Futures are “still working off overbought conditions and a speculative blow-off top,” said Richard Ross, a technical analyst with the New York brokerage.
Oil may drop to $92.30, where its 50-day moving average meets with previous resistance, according to the analysis. Crude oil climbed to a 29-month high settlement price of $105.44 a barrel in New York on March 7 as fighting between Libyan rebels and forces loyal to Muammar Qaddafi escalated, shutting ports and turning away tankers.
The Relative Strength Index, or RSI, shows crude rose to the most overbought levels since June 2009, Ross said. Oil is in the process of relieving the “overbought position that caused a three-week spike on the heels of Libya.” Oil for April delivery rose 3 cents to settle at $101.19 a barrel yesterday on the New York Mercantile Exchange. The trend could be invalidated if prices remain above $100 a barrel, Ross said. “If you see crude able to hold onto $100 and build a higher base in the triple digits, that would go a long way in establishing the psychology that we’re able to go to a new range,” he said.
КАНЦЛЕР ГЕРМАНИИ ГОВОРИТ:НАДО ЗАКРЫТЬ АТОМНЫЕ СТАНЦИИ КОТОРЫЕ ВВЕДЕНЫ ДО 1980 ГОДА.ПОСТАВИТЬ ВОПРОС О ЯДЕРНОЙ БЕЗОПАСНОСТИ НА G 20
БАНК ЯПОНИИ "ВКАЧАЛ" В РЫНОК 20 ТРИЛЛИОНОВ ЙЕН (245 МИЛЛИАРДОВ ДОЛЛАРОВ)
HONG KONG (MarketWatch) — Japan's central bank injected 20 trillion yen ($245 billion) into the money markets Tuesday in an effort to help calm financial markets, according to reports. The move was designed to ensure that banks have enough liquidity to meet a surge in demand from companies and households seeking to raise funds. The same-day funds injection came as Japan's unfolding nuclear crisis deepened on Tuesday, with an explosion at reactor No. 2 and as the danger spread to reactor No. 4 at the stricken Fukushima nuclear plant. Elevated radiation levels were reported in Tokyo as southerly winds carried the radioactive plume from Japan's eastern coast towards urban areas.
Бельгия откладывает продажу своих долговых бумаг на рынке из-за событий в Японии
By Ben Martin March 15 (Bloomberg) — Belgium said it postponed a sale of six-year bonds because of market volatility caused by the risk of further leaks from a nuclear power plant damaged by the earthquake and tsunami in Japan. “We’re not going to open the books today because the markets are too volatile due to what is happening in Japan,” Anne Leclercq, director for treasury and capital markets at the Belgian Debt Agency, said in a telephone interview today.
“We are monitoring the market to see how the markets move on.” European government bond yields fell today as the threat of nuclear fallout in Japan added to concern the damage from the nation’s earthquake will slow growth, spurring demand for the safest assets.
The yield on Belgium’s 10-year securities, rated Aa1 at Moody’s Investors Service and AA+ by Standard & Poor’s, dropped 8 basis points to 4.066 percent, according to composite prices on Bloomberg. “The uncertainty and volatility caused by the disaster in Japan is such that it’s very difficult to price bonds, especially when you are not a AAA entity, and perhaps that’s why Belgium has to postpone its sale for now,” said Alessandro Tentori, a fixed income strategist at BNP Paribas SA in London. “I think they will enter the market again once the situation improves.” Belgium had hired Citigroup Inc., Deutsche Bank AG, KBC Bank NV and Morgan Stanley to arrange the issue of June 2017 notes in the near future, the country’s debt agency said in a statement yesterday.
Индекс оптимизма бизнеса и инвесторов в Германии.Результаты опроса немецкого Института ZEW
Опрос проводился уже после того, как представители Европейского ЦБ заявили о намерении начать процесс повышения процетных ставок и частично, опрос успел «отхватить» промежуток времени, с момента начала японской катастрофы.
Правительство Испании разместило свои долговые бумаги на сумму в 5 500 миллиардов евро.Ставка доходности ниже,спрос смешанный
Международное Энергетическое Агентство понижает прогноз глобального спроса на нефть в 2011 году.Предложение нефти на рынке в феврале,было рекордным.
В International Energy Agency (IEA) сообщают, что мировое предложение сырой нефти в феврале составлял свыше 89 миллионов баррелей.По сравнению с январем, предложение увеличилось еще на 200 тыс. б/с.Товарные запасы сырой нефти в странах OECD в феврале продолжали расти и в пересчете на суточное потребление, уровня запасов достаточно, для удовлетворения спроса в течение 58.2 дня (в январе было 57.4 дня).International Energy Agency (IEA) оставило прогноз спроса на нефть из стран ОПЕК, на текущий год, сохранив оценку в 29.9 миллиона б/с.Что касается добычи нефти странами ОПЕК, то с учетов потерь из-за Ливии, поставки нефти из стран ОПЕК, сократились на 90.тыс.б/с, составив в итоге около 30.05 миллионов баррелей.Что касается оценки добычи нефти в Саудовской Аравии, то IEA увеличило уровень добычи в этой стране в февраде до 8.620 мллн.б/с, что на 100 тыс.баррелй выше январьского показателя.Предложение нефти из стран не входящих в ОПЕК, увеличилось на 150 тыс.б/с до 53.630 милл.баррелей.
March 15 (Reuters) — Global oil demand will be lower than previously forecast in 2011, the International Energy Agency (IEA) said on Tuesday, lowering its outlook slightly by 10,000 barrels per day to 1.44 million barrels per day. The IEA, which advises 28 industrialised countries on energy policy, said high prices could impact oil demand growth. «Empirically, past oil price shocks have shown a discernible effect on GDP. Supply shocks tend to be felt just a few months thereafter, while demand shocks usually have an impact roughly a year later,» the IEA said in its monthly report. World oil supplies rose to an all-time high of 89 million barrels per day in February even as OPEC crude production fell due to the violent fighting in Libya.
12:00 15Mar11 RTRS-IEA SAYS WORLD OIL SUPPLY ROSE TO ALL-TIME HIGH OF 89 MLN BPD IN FEBRUARY, UP 200,000 BPD FROM JANUARY
12:00 15Mar11 RTRS-IEA LOWERS 2011 OIL DEMAND GROWTH FORECAST SLIGHTLY BY 10,000 BPD TO 1.44 MILLION BPD
12:00 15Mar11 RTRS-IEA SAYS OECD OIL STOCKS ROSE TO 58.2 DAYS OF FORWARD DEMAND COVER IN JANUARY FROM 57.4 DAYS IN DECEMBER
12:00 15Mar11 RTRS-IEA MAINTAINS 2011 FORECAST FOR DEMAND FOR OPEC OIL AT 29.9 MLN BPD 12:00 15Mar11 RTRS-IEA SAYS OPEC PRODUCTION FELL BY 90,000 BPD TO 30.05 MLN BPD IN FEBRUARY VS JANUARY ON LIBYA UNREST
12:00 15Mar11 RTRS-IEA RAISES 2011 NON-OPEC SUPPLY ESTIMATE BY 150,000 BPD TO 53.63 MLN BPD
12:00 15Mar11 RTRS-IEA SAYS SAUDI OIL PRODUCTION UP IN FEBRUARY AT 8.62 MLN BPD VS JANUARY AT 8.52 MLN BPD
12:00 15Mar11 RTRS-IEA SAYS HIGH OIL PRICES ENTAIL «SIGNIFICANT DOWNSIDE RISKS» TO 2011 OIL PRODUCT DEMAND GROWTH
12:05 15Mar11 RTRS-IEA trims 2011 oil demand, warns of oil price shock LONDON,
ДЕНЕЖНЫЙ РЫНОК ЕВРОЗОНЫ:СПРОС НА ОДНОДНЕВНЫЕ КРЕДИТЫ НИЗКИЙ.УРОВЕНЬ ИЗБЫТОЧНЫХ РЕЗЕРВОВ ВЫРОС
МИНИСТР ФИНАНСОВ АВСТРИИ: ИРЛАНДИЯ ДОЛЖНА ПОЙТИ НА УСТУПКИ, ЕСЛИ ОНА ХОЧЕТ БОЛЕЕ МЯГКИЕ УСЛОВИЯ ПО КРЕДИТУ
МИНИСТР ИНОСТРАННЫХ ДЕЛ КНР ГОВОРИТ:НА ВСТРЕЧЕ ФИНАНСОВЫХ РУКОВОДИТЕЛЕЙ G 20 В ПЕКИНЕ,ТЕМА ЮАНЯ ОБСУЖДАТЬСЯ НЕ БУДЕТ
BEIJING, March 15 (Reuters) — China's exchange rate will not be a topic at a G20 seminar on reshaping the global monetary system next week in Nanjing, a city in eastern China, the Chinese foreign ministry said on Tuesday. «The objective of this meeting is to discuss international monetary system reform and the renminbi exchange rate is not one of the topics,» spokeswoman Jiang Yu told reporters during a regular press briefing. She added that the meeting was an unofficial, academic seminar
РЕЙТИНГОВОЕ АГЕНТСТВО S&P ПОЛАГАЕТ:РЕШЕНИЕ О ВЫКУПЕ ДОЛГОВ СУВЕРЕННЫМ ФОНДОМ ЕВРОЗОНЫ,МОЖЕТ ОКАЗАТЬСЯ "ПАГУБНЫМ" ДЛЯ ЧАСТНОГО КАПИТАЛА
Об этом заявляют сразу несколько аналитиков из этого агентства, включая Eileen X Zhang, Marko Mrsnik и Trevor Cullinan.По их мнению, статус суверенного фонда ESM, будет выше, чем статус обычных держателей долговых бумаг периферийных стран, что создает риски для частного капитала и может оказать пагубное воздействие на рынок.
March 15 (Bloomberg) — Standard & Poor’s said some provisions included in the plans for the European Stability Mechanism bailout package agreed on by euro-area heads of government may be “detrimental” for bondholders.
“The ESM, as currently proposed, will impose conditions on loans to sovereigns, including the right to require a sovereign borrower to restructure its market securities,” analysts Eileen X Zhang, Marko Mrsnik and Trevor Cullinan wrote in a report yesterday.
“The post-meeting statement reiterated the intention that the ESM would benefit from ‘preferred creditor’ status.” If definitely implemented, the provisions “would likely have rating consequences for holders of government bonds,” the analysts wrote.
МИНИСТР ЭКОНОМИКИ ЯПОНИИ ГОВОРИТ:ПОКА НЕТ ОСНОВАНИЙ,ПРЕКРАЩАТЬ ТОРГИ НА БИРЖЕ
10:00 15Mar11 RTRS-JAPAN ECON MIN YOSANO: MARKETS LIKELY TO REGAIN CALM OVER TIME
10:02 15Mar11 RTRS-JAPAN ECON MIN YOSANO: GOVT, BOJ NEED TO STRIVE TO REMOVE PUBLIC INVESTORS' ANXIETY
10:02 15Mar11 RTRS-JAPAN ECON MIN YOSANO: SEE NO REASON TO CLOSE TOKYO MARKETS
TOKYO, March 15 (Reuters) — Japanese Economics Minister Kaoru Yosano said on Tuesday that the government and the Bank of Japan must strive to ease the public's and investors' anxiety, after Japanese stock prices tumbled with the worsening of a nuclear safety crisis. «There is no doubt that the government and the BOJ need to make efforts to ease anxiety among the public and investors,» he told reporters.
Тайваньская авиакомпания Taiwan's Eva Airways объявила о прекращении полетов в Японию.Китайская China Airlines собирается тоже прекратить полеты.
Вторая по величине в стране, тайваньская авиакомпания EVA Airways, в интервью агентству Reuters сообщает об аннулировании большинства рейсов в Японию, из-за землетрясения и возможной утечки радиации.Также, о намерении прекратить полеты в Японию, заявляет и китайская China Airlines.
TAIPEI, March 15 (Reuters) — EVA Airways, Taiwan's No.2 airline, told Reuters on Tuesday it would cancel flights to Tokyo and Sapporo until the end of March, following Japan's earthquake and subsequent crisis at a nuclear power complex. China Airlines also said it would closely monitor the situation and cancel some flights to Japan if necessary. Japan's government warned that radiation levels had become «significantly» higher around an earthquake-stricken nuclear power plant on Tuesday.
ЯПОНИЯ ОТКАЗАЛАСЬ КОММЕНТИРОВАТЬ ИНТЕРВЕНЦИЮ НА РЫНКЕ
TOKYO, March 15 (Reuters) — A senior Japanese official said speculation was behind sharp movements in the foreign exchange and stock markets on Tuesday in the wake of a nuclear safety crisis and Friday's devastating earthquake and tsunami in northeastern Japan.
Asked whether Japan had stepped into the foreign exchange market, he told Reuters: "I cannot comment." The official added that the market situation was rapidly changing this week.
НА ВАЛЮТНОМ РЫНКЕ ЖДУТ ИНТЕРВЕНЦИИ БАНКА ЯПОНИИ
По словам трейдеров, пока нет уверенности в том, что интервенция состоялась, однако допускают, что Банк Японии, традиционно использует старую тактику «словесных» интервенций, чтобы ослабить давление на рынок.
TOKYO, March 15 (Reuters) — The dollar briefly spiked against the yen on Tuesday and stirred talk that Japanese authorities may have intervened to stem a rising yen, but traders later downplayed the move as a one-off order that added to nervousness in the market. Traders said there were unsure if intervention occurred and the market may have reacted to the Bank of Japan checking currency rates, a tactic sometimes used before actual intervention to scare traders against chasing the yen higher.
A few traders in Singapore said a big order from a domestic Japanese investor may have had an exaggerated impact and scared the market into thinking intervention was happening during a tense moment in markets, with Nikkei futures plunging 16 percent at one point. Japanese stocks plunged on worries about leaking radiation from the stricken Fukushima nuclear plant. The dollar soared to a high of 82.306 yen on trading platform EBS from near 81.40 before settling back to near 81.65 yen, little changed on the day and not far from a record low of 79.75 struck in 1995. (Reporting by Hideyuki Sano and Nobuhiro Kubo in Tokyo and Masayuki Kitano in Singapore, Writing by Eric Burroughs; Editing by Kim Coghill)
ЯПОНСКИЕ ИНВЕСТИЦИОННЫЕ ФОНДЫ, ВЛАДЕЮТ ИНОСТРАННЫМИ АКТИВАМИ НА $ 197 МЛЛРД.
Эту статистику предоставляет агентство Thomson Reuters.Инвестиционные фонды, которые базируются в Японии имеют портфели в иностранных финансовых активах (долговые бумаги стоимостью в $ 197 миллиардов.В эту статистику не включены активы, которыми владеют страховые фонды Японии.
LONDON, March 15 (Reuters) — Japanese-based investment funds hold about $196.6 billion in foreign bonds, data from Thomson Reuters shows. This includes bonds issued by governments, companies as well as supranational institutions. U.S.-domiciled borrowers, followed by those in Australia and Brazil, account for the bulk of issuance bought by the funds. These bonds top the list of vulnerable assets should Japanese investors start bringing overseas capital home in the wake of the triple disaster of earthquake, tsunami and nuclear breakdown.
The data is derived from holdings reported late last year, including debt held by global fund managers based in Japan. Japanese insurers — which are believed to hold huge amounts of foreign assets — are not included as they are not obliged to reveal their portfolio holdings. The following lists the countries alphabetically in which Japanese funds have the largest debt exposure:
ИТОГИ ТОРГОВ НА ДОЛГОВОМ РЫНКЕ ЕВРОЗОНЫ:РОСТ ЦЕН ПРЕКРАТИЛСЯ.БУМАГИ ПОРТУГАЛИИ УПАЛИ В ЦЕНЕ
ГЕРМАНИЯ (ориентир по ставке доходности)
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March 15 (Reuters) — Panic swept Tokyo on Tuesday after a rise in radioactive levels around an earthquake-hit nuclear power plant north of the city, causing some residents to leave the capital and others to stock up on food and supplies. Several embassies advised staff and citizens to leave affected areas, tourists cut short vacations and multinational companies either urged staff to leave or said they were considering plans to move outside the city. In one sign of the panic, Don Quixote, a multistorey, 24-hour general store in Tokyo's Roppongi district, was sold out of radios, flashlights, candles, fuel cans and sleeping bags on Tuesday as a Reuters reported visited the shop. Some international journalists covering the disaster from the worst-hit region around the northeastern city of Sendai, devastated by Friday's mammoth earthquake and tsunami that killed at least 10,000, were pulling out.
The Tokyo office of Michael Page International, a British recruitment agency, was closing for the week. «I am leaving for Singapore tomorrow and will work from our Singapore office,» said one employee. Kyodo News said «minute levels» of radiation have been detected in Tokyo and radiation levels in Saitama, near Tokyo, were 40 times normal levels — not enough to cause human damage but enough to stoke panic in the bustling, ultra-modern and hyper-efficient metropolis of about 12 million people. Winds over an earthquake-stricken nuclear power plant in Japan are blowing slowly in a southwesterly direction that includes Tokyo, but will shift westerly later on Tuesday, a weather official said. The wind is moving at a speed of about two to three metres (7 to 10 ft) per second, said the official with the Japan Meteorological Agency who is based in Fukushima Prefecture, the location of three troubled nuclear reactors.
Earlier, Japan's prime minister warned that radioactive levels had become high around the nuclear power plant after explosions at two reactors, adding that the risk of more radioactive leakage was rising. The Japan Meteorological Agency official said wind speeds will increase on Wednesday, blowing south at three to five metres (10 to 16 ft) per second before changing later in the day to blow easterly out to the Pacific Ocean at a faster rate of five to 12 metres (16 to 39 ft) per second. There have been a total of four explosions at the plant since it was damaged in last Friday's massive earthquake and tsunami. The fear at the Fukushima plant is of a major radiation leak after the quake and tsunami knocked out cooling systems. Jiji news agency said the first explosion on Tuesday damaged the roof and steam was rising from the complex. It also reported some workers had been told to leave the plant — a development one expert had warned beforehand could signal a worsening stage for the crisis. The worst nuclear accident since the Chernobyl disaster in Ukraine in 1986 has drawn criticism that authorities were ill-prepared, and revived debate in many countries about the safety of atomic power. (Additional reporting by Junko Fujita; writing by Jason Szep; editing by David Fox)
ПРЕМЬЕР-МИНИСТР ЯПОНИИ НАОТО КАН: "ЧТО, ЧЕРТ ВОЗЬМИ ПРОИСХОДИТ?"
Как передает японское агентство Kyodo, весьма эмоциональная, была накануне встреча, между премьер-министром Японии, господином Каном и представителями энергокомпаний страны.Премьер-министр Японии был в ярости, из-за того, что его фактически «подставили» не сообщая достоверную информацию о ситуации в ядерных центрах страны. Господин Кан сорвался на крик, заявив менеджерам буквально следующее- "… Что, черт возьми, происходит?.." Премьер Японии также требовал от руководства Tokyo Electric Power Co не отпускать сотрудников атомной станции Fukushima, до тех пор, пока не будет устранена полностью авария.Премьер «рвал и метал» еще и потому, что сам узнавал новости по телевидению, а эти «деятели» из энергокомпаний, упорно молчали.
Оказывается премьер министр узнал о реальном положении дел, после звонка от губернатора префектуры Fukushima, который сказал господину Кану, что "....«страх и гнев жителей в префектуре достигли предела...»Более того, премьер Японии, судя по всему теперь может всерьез «разобраться» с менеджментом Tokyo Electric Power Co,«вспомнив» о коррупционном скандале в компании, в 2002 году.
TOKYO, March 15 (Reuters) — Japan's prime minister was furious with executives at a power company at the centre of the nuclear crisis for taking so long to inform his office about a blast at its stricken reactor complex, demanding «what the hell is going on?».
Kyodo news agency reported that Naoto Kan also ordered Tokyo Electric Power Co, on Tuesday not to pull employees out of the Fukushima plant, which was badly damaged by last week's earthquake and has been leaking radiation.
«The TV reported an explosion. But nothing was said to the premier's office for about an hour,» a Kyodo reporter quoted Kan telling power company executives. TEPCO has been struggling for days to prevent a catastrophic meltdown at several reactors at the 40-year-old Fukushima plant, 240 km (150 miles) north of Tokyo, where there have already been four explosions and the release of high levels of radiation, some of it being blown towards the capital.
Fukushima Governor Yuhei Sato phoned Kan to tell him that «the fear and anger of residents in the prefecture are reaching the limit», Kyodo said. The power company, Japan's biggest, has been plagued for years by scandal over its role in the nuclear industry. In 2002, the company's president and four of his top executives were forced to resign after TEPCO was suspected of falsifying nuclear plant safety records.
A few years later it ran into trouble again over accusations of altering data. In late 2006, the government told TEPCO to check historical data after the company reported that it had found falsification of coolant water temperatures at its Fukushima Daiichi plant in 1985 and 1988. And in 2007, TEPCO reported that it had found more past data falsifications. (Writing by Jonathan Thatcher; Editing by John Chalmers)
ФРС США СОХРАНИЛ МОНЕТАРНУЮ ПОЛИТИКУ БЕЗ ИЗМЕНЕНИЙ.
Изменения в риторике ФРС, остались сдержанными, правда на этот раз, были отмечены успехи в процессе восстановления экономики, которые выразились фразой"...economic recovery is on a firmer footing...«Это фраза звучит чуть сильнее, чем по итогам январьского заседания FOMC (текст смотрите в конце материала), однако снова в качестве фактора риска, упомянуты неудовлетворительные темпы восстановления рынка труда.
WASHINGTON, March 15 (Reuters) — Following is the full text of the statement from the Federal Reserve's Federal Open Market Committee issued on Tuesday following a one-day meeting on monetary policy:
»Information received since the Federal Open Market Committee met in January suggests that the economic recovery is on a firmer footing, and overall conditions in the labor market appear to be improving gradually. Household spending and business investment in equipment and software continue to expand.
However, investment in nonresidential structures is still weak, and the housing sector continues to be depressed. Commodity prices have risen significantly since the summer, and concerns about global supplies of crude oil have contributed to a sharp run-up in oil prices in recent weeks.
Nonetheless, longer-term inflation expectations have remained stable, and measures of underlying inflation have been subdued. Consistent with its statutory mandate, the Committee seeks to foster maximum employment and price stability.
Currently, the unemployment rate remains elevated, and measures of underlying inflation continue to be somewhat low, relative to levels that the Committee judges to be consistent, over the longer run, with its dual mandate. The recent increases in the prices of energy and other commodities are currently putting upward pressure on inflation. The Committee expects these effects to be transitory, but it will pay close attention to the evolution of inflation and inflation expectations.
The Committee continues to anticipate a gradual return to higher levels of resource utilization in a context of price stability. To promote a stronger pace of economic recovery and to help ensure that inflation, over time, is at levels consistent with its mandate, the Committee decided today to continue expanding its holdings of securities as announced in November.
In particular, the Committee is maintaining its existing policy of reinvesting principal payments from its securities holdings and intends to purchase $600 billion of longer-term Treasury securities by the end of the second quarter of 2011.
The Committee will regularly review the pace of its securities purchases and the overall size of the asset-purchase program in light of incoming information and will adjust the program as needed to best foster maximum employment and price stability.
The Committee will maintain the target range for the federal funds rate at 0 to 1/4 percent and continues to anticipate that economic conditions, including low rates of resource utilization, subdued inflation trends, and stable inflation expectations, are likely to warrant exceptionally low levels for the federal funds rate for an extended period.
The Committee will continue to monitor the economic outlook and financial developments and will employ its policy tools as necessary to support the economic recovery and to help ensure that inflation, over time, is at levels consistent with its mandate.
Voting for the FOMC monetary policy action were: Ben S. Bernanke, Chairman; William C. Dudley, Vice Chairman; Elizabeth A. Duke; Charles L. Evans; Richard W. Fisher; Narayana Kocherlakota; Charles I. Plosser; Sarah Bloom Raskin; Daniel K. Tarullo; and Janet L. Yellen.
Заявление ФРС США от 26 января (то есть на прошлом заседании)
Агентство FITCH понизило кредитный рейтинг правительства Бахрейна на две ступени до уровня "ВВВ".Прогноз "негативный"
21:00 15Mar11 RTRS-FITCH DOWNGRADES BAHRAIN TO 'BBB'; ON RATING WATCH NEGATIVE
21:01 15Mar11 RTRS-FITCH CUTS BAHRAIN'S LONG-TERM FOREIGN CURRENCY ISSUER DEFAULT RATING TO 'BBB' FROM 'A-'
21:03 15Mar11 RTRS-FITCH SAYS MAY FURTHER CUT BAHRAIN'S LONG-TERM ISSUER DEFAULT RATING
21:03 15Mar11 RTRS-FITCH SAYS BAHRAIN RATING WATCH NEGATIVE REFLECTS THAT POLITICAL OUTLOOK IS HIGHLY UNCERTAIN
21:05 15Mar11 RTRS-FITCH SAYS 2-NOTCH DOWNGRADE OF BAHRAIN REFLECTS ESCALATION IN POLITICAL RISK
CDS НА ЯПОНСКИЙ СУВЕРЕННЫЙ ДОЛГ ВЫРОСЛИ ДО РЕКОРДНЫХ ЗНАЧЕНИЙ
Стоимость страховки от дефолта по гос долгу Японии подялась до рекордных зачений.Таким образом. теперь, чтобы застраховать себя от дефолта по 5-летним бумагам, придется потратить 114000 долларов.Для сравнения, понедельник Вам пришлось бы заплатить всего 89000 долларов.
LONDON (MarketWatch) — The cost of insuring Japanese sovereign debt against default through credit default swaps, or CDS, rose to a record level Tuesday as the nation's post-quake nuclear crisis deepened. The five-year Japanese CDS spread widened to 125 basis points before coming back in to 114, according to data provider Markit. The spread closed at 89 on Monday. That means it would now cost $114,000 annually to insure $10 million of Japanese debt against default for five years, up from $89,000 on Monday. The previous record for the spread was 120 basis points in February 2009, Markit said. The Markit iTraxx Japan index, which tracks a basket of sovereign and corporate debt, gained as much as 83 basis points to trade at 200 before slipping back to 152.5, a daily gain of 35 basis points
Глава Еврогруппы,господин Jean-Claude Juncker опечален тем,что некоторые лидеры "выкручивают руик" Ирландии
Господин Jean-Claude Juncker, который возглавляет Еврогруппу и одновременно трудится на посту премьер-министра Люксембурга, заявил сегодня репортерам, что его очень печалит ситуация вокруг Ирландии.Он имел в виду тот факт, что лидеры стран Евросоюза (по всей видимости речь идет о руководителях Германии и Франции в первую очередь) слишком давят на правительство Ирландии, чтобы власти страны повысили корпоративные налоги.Лично он, господин Jean-Claude Juncker, не как чиновник Еврогруппы, а как лидер Люксембурга, не видит причины, по которой надо связывать помощь для Ирландии, с точки зрения возможности облегчения долгового бремени (имеется в виду, возможное снижение процента по кредитам и продление срока выплат) и обсуждением вопроса о повышении корпоративного налога.
BRUSSELS, March 15 (Reuters) — Luxembourg Prime Minister Jean-Claude Juncker criticised on Tuesday the pressure the euro zone was exerting on Ireland to raise its corporate tax level in exchange for lower interest on emergency loans.
«Not as chaiman of the Eurogroup, but as Luxembourg prime minister I don't like this link between the corporate tax issue and the so-called Irish package,» Juncker told reporters.
«I'm not happy with the idea that some governments obviously find some pleasure in torturing Ireland in the meetings and outside. I don't like this way of dealing with serious problems,» he said.
Слухи о том,что Европейский ЦБ может "обрезать" финансирование ирландских банков,преувеличены.Так говорит глава Банка Ирландии
Председатель Центробанка Ирландии, господин Patrick Honohan так отреагировал на появившиеся слухи о том, что ЕЦБ может прекратить фондирование ирландских банков за счет своих программ.По словам господина Patrick Honohan, нет риска того, что Европейский ЦБ прекратит краткосрочное финансирование банков Ирландии.
GENEVA, March 15 (Reuters) — Ireland's Central Bank chairman on Tuesday said he saw no risk that the European Central Bank would stop providing short-term funding to Irish banks Patrick Honohan, who is also a member of the ECB's governing council, also warned that weakness in the Irish economy implied an increase in expected losses by Irish banks.
ТИМОТИ ГАЙТНЕР: ЯПОНИИ НЕТ НЕОБХОДИМОСТИ ПРОДАВАТЬ КАЗНАЧЕЙСКИЕ ОБЛИГАЦИИ США
Японии нет необходимости продавать американские казначейские облигации США для того чтобы выручить средства на востановление от ущерба нанесенного землетрясением и цунами, так заявил министр финансов США Тимоти Гайтнер.
Japan won’t need to sell U.S. Treasurys: Geithner
WASHINGTON (MarketWatch) — Japan won’t need to sell its huge holdings of U.S. Treasury bonds to pay for the damage wreaked by the earthquake and tsunami, Treasury Secretary Timothy Geithner said Tuesday.
Speaking in front of a Senate Banking Committee hearing on housing finance, Geithner told Sen. Chuck Schumer of New York he didn’t think the second-largest foreign holder of Treasury holdings would start selling.
“I do not,” Geithner said. “Japan is a very rich country and has a high savings rate and has the capacity to deal not just with the humanitarian challenge but also the reconstruction challenge they face ahead.”
Trailing only China, Japan held $885.9 billion worth of Treasury securities as of January, according to data released Tuesday.
The bond market so far doesn’t seem to be reflecting those fears either. On Tuesday, Treasurys were the beneficiary of safe-haven flows as investors fled stocks and commodities. See Market Snapshot.
The yield on 10-year Treasury bonds fell 6 basis points to 3.30% and those on the two-year fell 4 basis points to 0.57%. Yields move in the opposite direction to prices.
At the same hearing, Senator Mark Kirk, an Illinois Republican, said it appears that a shortage of power could cripple production from large companies. “It is important that we watch this carefully,” Geithner said. “It is very hard to judge at this stage what is going to be the magnitude of the short-term costs to production.” “Our focus and attention will be to help them meet their humanitarian and reconstruction challenge. We can be reasonably confident they will be able to do that,” he added.
Объем депозитов на счетах греческих банков,сократился еще на 2% в январе.Сообщает Банк Греции
Объем средств на депозитных счетах в банках Греции, сократился на 2% в январе по сравнению с декабрем прошлого года.Что касается общих показателей, то в 2010 году, объем депозитных счетов, сократился на 12.2% по сравнению с 2009 годом.Таким образом, в данный момент, на депозитных счетах в банках Греции, имеется 204.8 миллиарда евро, это на 5 миллиардов евро меньше, чем в декабре прошлого года.
ATHENS, March 15 (Reuters) — Greek business and household bank deposits resumed their downward trend in January, falling 2 percent from the previous month, central bank data showed on Tuesday.
Bank of Greece data showed deposits fell to 204.8 billion euros ($285.5 billion) from 208.9 billion in December. In 2010 deposits in this category fell 12.2 percent or 29.1 billion euros from a year earlier.
Shrinking deposits have added to the strains of Greek banks, which have become reliant on ECB funding for their liquidity needs as access to wholesale funding remains mostly shut on sovereign debt concerns.
Менее "зажиточные" страны Евросоюза могут заблокировать бюджетную реформу.
Речь идет о том, каким образом формировать размер фонда финансовой поддержки в Еврозоне (фонд European Stability Mechanism) с точки зрения механизма взноса каждой страны в капитал ESM.Шесть стран Центральной и Восточной Европы, могут заблокировать провдение реформ, если их требования по изменению правил формирования капитала European Stability Mechanism, не будут удовлетворены.Нынешняя структура выплат не учитывает размер ВВП на душу населения, что приводит к тому, что средний немец, платит меньше, чем к примеру грек.
BRUSSELS, March 15 (Reuters) — Six central and eastern European countries may block the reform of the European Union's budget rules unless euro zone countries agree to change the capital key for the permanent bailout fund, EU sources said. The permanent fund, the European Stability Mechanism, is to replace the European Financial Stability Facility in mid-2013.
The EFSF's ability to borrow on the markets is backed by euro zone government guarantees, the size of which is based on their share in the capital of the European Central Bank. But the ESM is to have paid-in capital, callable capital and guarantees to back its 500 billion euro effective lending capacity and all EU members can take part in its design. Euro zone members Estonia and Slovakia as well as future euro users Latvia, Lithuania, Bulgaria and the Czech Republic believe that basing the capital set-up of the ESM on the ECB capital key, like in the case of the EFSF, is unfair.
«Unless there is a change to the ESM capital key we will bloc the agreement on the governance package once it returns from parliament and EU finance ministers have to approve it by unanimity,» a source with one of the delegations. A euro zone source said that euro outsider Sweden also believed the ESM capital key was not a straight-forward matter. The ECB key is taken 50 percent from the weighted average of a country's GDP to EU GDP and 50 percent from the share of its population to the whole bloc's.
Officials say the result is that countries with lower GDP per capita pay relatively more as a proportion of their own output. «If you have more people than GDP, relative to the EU, basically you are poor, you then have to pay a higher amount relative to your own GDP,» said one official. «A country with high GDP per capita, like Luxembourg, would pay little compared to its GDP.» EU sources said the issue was discussed at a meeting of EU finance ministers on Monday, with the protesting countries insisted that the ESM capital structure should be based on gross national product, or gross domestic product, size of debt or even size of financial sector, to be more fair.
In an amendment to the EU budget rule reform agreement reached on Tuesday, which envisages that fines for breaking EU rules would be allocated to the EFSF and then the ESM, the six countries said: «We can only agree to the proposed distribution of the fines in the context of macroeconomic and budgetary surveillance, if and only if an equitable solution to the ESM capital shares is found for the European Council of 24-25 March, 2011.»
НАОТО КАН НАПУГАЛ ИНВЕСТОРОВ ПО ВСЕМУ МИРУ, ЗАЯВИВ ЧТО ВОЗМОЖНА ДАЛЬНЕЙШАЯ УТЕЧКА РАДИАЦИИ
Наото Кан премьер-министр Японии, сказал что возможность дальнейшей радиоактивной утечки усиливается после взрывов в ядерных реакторах в Фукусима Daiichi. Радиационные уровни в городе Маэбаси, 100 км к северу от Токио, превышали в 10 раз нормальные уровни, — сообщало агентство Kyodo
Власти Бразилии могут отложить новое ужесточение мер спекулятивного капитала.Из-за событий в Японии
Об этом пишут в клиентской записке, валютные стратеги из RBC, приводя в качестве аргумента возможную репатриацию капитала со стороны японских фондов.
16:26 15Mar11 RTRS-FXNEWS-RBC says Japan repatriation may delay Brazil FX controls RBC says possible repatriation of Japanese capital invested in Brazil could prompt authorities in the South American nation to delay any further measures to tame the real.
More than 10,000 people are feared killed by last week's quake and ensuing tsunamis that have also triggered a potential nuclear catastrophe. The real is down 0.78 percent at 1.675 against the U.S. dollar
Цены на импорт в США ,выросли на 1.4% в феврале.Экспортные на 1.2%.За год экспортные цены выросли на 8.6% - максимум с 2008 года
ФРАНЦУЗСКОЕ ЯДЕРНОЕ АГЕНТСТВО ПРИСВАИВАЕТ АВАРИИ НА АТОМНОЙ СТАНЦИИ В ЯПОНИИ,ШКАЛУ №6.
Агентство присвоило по шкале риска,6 ступень угрозы из-за аварии на атомной станции Fukushima Daiichi.Для сравнения, степень риска из-за аварии в Чернобыле в 1986 году, была на уровне 7 пунктов по шкале риска.
PARIS, March 15 (Reuters) — France's ASN nuclear safety authority said on Tuesday the nuclear accident at Tokyo Electric Power Co's Fukushima Daiichi plant could now be classed as level six out of an international scale of one to seven.
On Monday, the ASN had rated the ongoing accident at the plant, located 240 km (150 miles) north of Tokyo, as a five or six. Level seven was used only once, for Chernobyl in Ukraine in 1986. The 1979 accident at the Three Mile Island nuclear power plant in the United States was rated a level five.
Доллар Австралии наиболее подвержен риску,из-за событий в Японии
Об этом в клиентской записке, пишут валютные стратеги банка UBS.Аргументом в пользу подобной позиции, является тот факт, что именно Австралия, имеет наиболее тесные связи с японской экономикой.Япония второй по величине рынок сбыта продукциииз Австралии
16:50 15Mar11 RTRS-FXNEWS-Aussie at risk due to trade link with Japan-UBS The Australian dollar has been the worst performer among G10 currencies since Japan's earthquake, UBS writes in a note. The firm says while risk aversion tends to hit the high-beta currency, there are even greater risks for the Aussie dollar due to the strong economic relationship between Japan and Australia. «Japan is Australia's second-largest export destination and in the short term, a drop in trade receipts will hit Australian growth,» UBS notes. The Australian dollar is down 2.5 percent at US$0.9841.
ПРОЦЕНТНАЯ СТАВКА В ЙЕНАХ НА 3 МЕСЯЦА ВЫРОСЛА.САМЫЙ БОЛЬШОЙ СКАЧОК С СЕНТЯБРЯ 2009 ГОДА
Несмотря на то, что Банк Японии направил в банковскую систему почти 300 милиардов долларов в течение двух дней, спрос на ликвидность остался очень высоким.На межбанковском рынке, процентные ставки в йене сроком на 3 месяца, выросли на максимальную величину (за одну сессию) с 29 сентября 2009 года.
Инвестор Marc Faber считает,что ФРС сделает паузу в программе количественного смягчения.Потом начнет снова
По мнению господина Marc Faber, Федеральный Резервный сделает паузу в программе по выкупу долговых бумаг Минфина, чтобы проверить реакцию рынка.Затем, спустя некоторое время, снова возобновит свои програмы QE.
March 15 (Bloomberg) — Marc Faber, publisher of the Gloom, Boom & Doom report, said the Federal Reserve may temporalily stop bond purchases to test the markets, while he sees “more quantitative easing” after the pause.
Faber said outlook for the employment is “not particularly good,” in an itnerview with financial news network CNBC.
Китай опроверг информацию о возможном увеличении квот на покупку иностранных валют для физических лиц
Ранее на рынке появлялась информация о том, что власти КНР, якобы намерены увеличить размер квоты, для физических лиц, с нынешних $ 50 000 до $ 200 000.State Administration of Foreign Exchange сегодня официально эту новость опровергает.«Новости необоснованные… и администрация не планирует корректировать годовые квоты для физических лиц на данном этапе..» говорится в сообщении.
March 15 (Bloomberg) — China denied reports it will increase annual foreign currency purchase quotas for individuals to $200,000 from $50,000, according to a statement posted on the State Administration of Foreign Exchange’s website today. “The news is groundless and the administration has no plan to adjust annual foreign currency purchase quotas for individuals at this stage”, the statement said.
Цена на западнотехасскую нефть может упасть до $ 92:Говорят технические аналитики из брокерской компании Auerbach Grayson
Цена на американскую нефть WTI может упасть до $ 92.30.Такой сценарий предлагает технический аналитик из брокерской конторы Auerbach Grayson, господин Richard Ross.По его мнению, фьючерсы на нефть, все еще выглядят «перегретыми», а индекс силы RSI ( Relative Strength Index) указывает, что стоимость нефтяных фьючерсов завышена, а цена перекуплена.На сегодняшний день, перекупленность на таком же высоком уровне, как и в июне 2009.
March 15 (Bloomberg) — Crude oil may fall to $92 a barrel after declining from a 29-month high, according to a technical analysis by brokerage Auerbach Grayson. Futures are “still working off overbought conditions and a speculative blow-off top,” said Richard Ross, a technical analyst with the New York brokerage.
Oil may drop to $92.30, where its 50-day moving average meets with previous resistance, according to the analysis. Crude oil climbed to a 29-month high settlement price of $105.44 a barrel in New York on March 7 as fighting between Libyan rebels and forces loyal to Muammar Qaddafi escalated, shutting ports and turning away tankers.
The Relative Strength Index, or RSI, shows crude rose to the most overbought levels since June 2009, Ross said. Oil is in the process of relieving the “overbought position that caused a three-week spike on the heels of Libya.” Oil for April delivery rose 3 cents to settle at $101.19 a barrel yesterday on the New York Mercantile Exchange. The trend could be invalidated if prices remain above $100 a barrel, Ross said. “If you see crude able to hold onto $100 and build a higher base in the triple digits, that would go a long way in establishing the psychology that we’re able to go to a new range,” he said.
КАНЦЛЕР ГЕРМАНИИ ГОВОРИТ:НАДО ЗАКРЫТЬ АТОМНЫЕ СТАНЦИИ КОТОРЫЕ ВВЕДЕНЫ ДО 1980 ГОДА.ПОСТАВИТЬ ВОПРОС О ЯДЕРНОЙ БЕЗОПАСНОСТИ НА G 20
БАНК ЯПОНИИ "ВКАЧАЛ" В РЫНОК 20 ТРИЛЛИОНОВ ЙЕН (245 МИЛЛИАРДОВ ДОЛЛАРОВ)
HONG KONG (MarketWatch) — Japan's central bank injected 20 trillion yen ($245 billion) into the money markets Tuesday in an effort to help calm financial markets, according to reports. The move was designed to ensure that banks have enough liquidity to meet a surge in demand from companies and households seeking to raise funds. The same-day funds injection came as Japan's unfolding nuclear crisis deepened on Tuesday, with an explosion at reactor No. 2 and as the danger spread to reactor No. 4 at the stricken Fukushima nuclear plant. Elevated radiation levels were reported in Tokyo as southerly winds carried the radioactive plume from Japan's eastern coast towards urban areas.
Бельгия откладывает продажу своих долговых бумаг на рынке из-за событий в Японии
By Ben Martin March 15 (Bloomberg) — Belgium said it postponed a sale of six-year bonds because of market volatility caused by the risk of further leaks from a nuclear power plant damaged by the earthquake and tsunami in Japan. “We’re not going to open the books today because the markets are too volatile due to what is happening in Japan,” Anne Leclercq, director for treasury and capital markets at the Belgian Debt Agency, said in a telephone interview today.
“We are monitoring the market to see how the markets move on.” European government bond yields fell today as the threat of nuclear fallout in Japan added to concern the damage from the nation’s earthquake will slow growth, spurring demand for the safest assets.
The yield on Belgium’s 10-year securities, rated Aa1 at Moody’s Investors Service and AA+ by Standard & Poor’s, dropped 8 basis points to 4.066 percent, according to composite prices on Bloomberg. “The uncertainty and volatility caused by the disaster in Japan is such that it’s very difficult to price bonds, especially when you are not a AAA entity, and perhaps that’s why Belgium has to postpone its sale for now,” said Alessandro Tentori, a fixed income strategist at BNP Paribas SA in London. “I think they will enter the market again once the situation improves.” Belgium had hired Citigroup Inc., Deutsche Bank AG, KBC Bank NV and Morgan Stanley to arrange the issue of June 2017 notes in the near future, the country’s debt agency said in a statement yesterday.
Индекс оптимизма бизнеса и инвесторов в Германии.Результаты опроса немецкого Института ZEW
Опрос проводился уже после того, как представители Европейского ЦБ заявили о намерении начать процесс повышения процетных ставок и частично, опрос успел «отхватить» промежуток времени, с момента начала японской катастрофы.
Правительство Испании разместило свои долговые бумаги на сумму в 5 500 миллиардов евро.Ставка доходности ниже,спрос смешанный
Международное Энергетическое Агентство понижает прогноз глобального спроса на нефть в 2011 году.Предложение нефти на рынке в феврале,было рекордным.
В International Energy Agency (IEA) сообщают, что мировое предложение сырой нефти в феврале составлял свыше 89 миллионов баррелей.По сравнению с январем, предложение увеличилось еще на 200 тыс. б/с.Товарные запасы сырой нефти в странах OECD в феврале продолжали расти и в пересчете на суточное потребление, уровня запасов достаточно, для удовлетворения спроса в течение 58.2 дня (в январе было 57.4 дня).International Energy Agency (IEA) оставило прогноз спроса на нефть из стран ОПЕК, на текущий год, сохранив оценку в 29.9 миллиона б/с.Что касается добычи нефти странами ОПЕК, то с учетов потерь из-за Ливии, поставки нефти из стран ОПЕК, сократились на 90.тыс.б/с, составив в итоге около 30.05 миллионов баррелей.Что касается оценки добычи нефти в Саудовской Аравии, то IEA увеличило уровень добычи в этой стране в февраде до 8.620 мллн.б/с, что на 100 тыс.баррелй выше январьского показателя.Предложение нефти из стран не входящих в ОПЕК, увеличилось на 150 тыс.б/с до 53.630 милл.баррелей.
March 15 (Reuters) — Global oil demand will be lower than previously forecast in 2011, the International Energy Agency (IEA) said on Tuesday, lowering its outlook slightly by 10,000 barrels per day to 1.44 million barrels per day. The IEA, which advises 28 industrialised countries on energy policy, said high prices could impact oil demand growth. «Empirically, past oil price shocks have shown a discernible effect on GDP. Supply shocks tend to be felt just a few months thereafter, while demand shocks usually have an impact roughly a year later,» the IEA said in its monthly report. World oil supplies rose to an all-time high of 89 million barrels per day in February even as OPEC crude production fell due to the violent fighting in Libya.
12:00 15Mar11 RTRS-IEA SAYS WORLD OIL SUPPLY ROSE TO ALL-TIME HIGH OF 89 MLN BPD IN FEBRUARY, UP 200,000 BPD FROM JANUARY
12:00 15Mar11 RTRS-IEA LOWERS 2011 OIL DEMAND GROWTH FORECAST SLIGHTLY BY 10,000 BPD TO 1.44 MILLION BPD
12:00 15Mar11 RTRS-IEA SAYS OECD OIL STOCKS ROSE TO 58.2 DAYS OF FORWARD DEMAND COVER IN JANUARY FROM 57.4 DAYS IN DECEMBER
12:00 15Mar11 RTRS-IEA MAINTAINS 2011 FORECAST FOR DEMAND FOR OPEC OIL AT 29.9 MLN BPD 12:00 15Mar11 RTRS-IEA SAYS OPEC PRODUCTION FELL BY 90,000 BPD TO 30.05 MLN BPD IN FEBRUARY VS JANUARY ON LIBYA UNREST
12:00 15Mar11 RTRS-IEA RAISES 2011 NON-OPEC SUPPLY ESTIMATE BY 150,000 BPD TO 53.63 MLN BPD
12:00 15Mar11 RTRS-IEA SAYS SAUDI OIL PRODUCTION UP IN FEBRUARY AT 8.62 MLN BPD VS JANUARY AT 8.52 MLN BPD
12:00 15Mar11 RTRS-IEA SAYS HIGH OIL PRICES ENTAIL «SIGNIFICANT DOWNSIDE RISKS» TO 2011 OIL PRODUCT DEMAND GROWTH
12:05 15Mar11 RTRS-IEA trims 2011 oil demand, warns of oil price shock LONDON,
ДЕНЕЖНЫЙ РЫНОК ЕВРОЗОНЫ:СПРОС НА ОДНОДНЕВНЫЕ КРЕДИТЫ НИЗКИЙ.УРОВЕНЬ ИЗБЫТОЧНЫХ РЕЗЕРВОВ ВЫРОС
МИНИСТР ФИНАНСОВ АВСТРИИ: ИРЛАНДИЯ ДОЛЖНА ПОЙТИ НА УСТУПКИ, ЕСЛИ ОНА ХОЧЕТ БОЛЕЕ МЯГКИЕ УСЛОВИЯ ПО КРЕДИТУ
МИНИСТР ИНОСТРАННЫХ ДЕЛ КНР ГОВОРИТ:НА ВСТРЕЧЕ ФИНАНСОВЫХ РУКОВОДИТЕЛЕЙ G 20 В ПЕКИНЕ,ТЕМА ЮАНЯ ОБСУЖДАТЬСЯ НЕ БУДЕТ
BEIJING, March 15 (Reuters) — China's exchange rate will not be a topic at a G20 seminar on reshaping the global monetary system next week in Nanjing, a city in eastern China, the Chinese foreign ministry said on Tuesday. «The objective of this meeting is to discuss international monetary system reform and the renminbi exchange rate is not one of the topics,» spokeswoman Jiang Yu told reporters during a regular press briefing. She added that the meeting was an unofficial, academic seminar
РЕЙТИНГОВОЕ АГЕНТСТВО S&P ПОЛАГАЕТ:РЕШЕНИЕ О ВЫКУПЕ ДОЛГОВ СУВЕРЕННЫМ ФОНДОМ ЕВРОЗОНЫ,МОЖЕТ ОКАЗАТЬСЯ "ПАГУБНЫМ" ДЛЯ ЧАСТНОГО КАПИТАЛА
Об этом заявляют сразу несколько аналитиков из этого агентства, включая Eileen X Zhang, Marko Mrsnik и Trevor Cullinan.По их мнению, статус суверенного фонда ESM, будет выше, чем статус обычных держателей долговых бумаг периферийных стран, что создает риски для частного капитала и может оказать пагубное воздействие на рынок.
March 15 (Bloomberg) — Standard & Poor’s said some provisions included in the plans for the European Stability Mechanism bailout package agreed on by euro-area heads of government may be “detrimental” for bondholders.
“The ESM, as currently proposed, will impose conditions on loans to sovereigns, including the right to require a sovereign borrower to restructure its market securities,” analysts Eileen X Zhang, Marko Mrsnik and Trevor Cullinan wrote in a report yesterday.
“The post-meeting statement reiterated the intention that the ESM would benefit from ‘preferred creditor’ status.” If definitely implemented, the provisions “would likely have rating consequences for holders of government bonds,” the analysts wrote.
МИНИСТР ЭКОНОМИКИ ЯПОНИИ ГОВОРИТ:ПОКА НЕТ ОСНОВАНИЙ,ПРЕКРАЩАТЬ ТОРГИ НА БИРЖЕ
10:00 15Mar11 RTRS-JAPAN ECON MIN YOSANO: MARKETS LIKELY TO REGAIN CALM OVER TIME
10:02 15Mar11 RTRS-JAPAN ECON MIN YOSANO: GOVT, BOJ NEED TO STRIVE TO REMOVE PUBLIC INVESTORS' ANXIETY
10:02 15Mar11 RTRS-JAPAN ECON MIN YOSANO: SEE NO REASON TO CLOSE TOKYO MARKETS
TOKYO, March 15 (Reuters) — Japanese Economics Minister Kaoru Yosano said on Tuesday that the government and the Bank of Japan must strive to ease the public's and investors' anxiety, after Japanese stock prices tumbled with the worsening of a nuclear safety crisis. «There is no doubt that the government and the BOJ need to make efforts to ease anxiety among the public and investors,» he told reporters.
Тайваньская авиакомпания Taiwan's Eva Airways объявила о прекращении полетов в Японию.Китайская China Airlines собирается тоже прекратить полеты.
Вторая по величине в стране, тайваньская авиакомпания EVA Airways, в интервью агентству Reuters сообщает об аннулировании большинства рейсов в Японию, из-за землетрясения и возможной утечки радиации.Также, о намерении прекратить полеты в Японию, заявляет и китайская China Airlines.
TAIPEI, March 15 (Reuters) — EVA Airways, Taiwan's No.2 airline, told Reuters on Tuesday it would cancel flights to Tokyo and Sapporo until the end of March, following Japan's earthquake and subsequent crisis at a nuclear power complex. China Airlines also said it would closely monitor the situation and cancel some flights to Japan if necessary. Japan's government warned that radiation levels had become «significantly» higher around an earthquake-stricken nuclear power plant on Tuesday.
ЯПОНИЯ ОТКАЗАЛАСЬ КОММЕНТИРОВАТЬ ИНТЕРВЕНЦИЮ НА РЫНКЕ
TOKYO, March 15 (Reuters) — A senior Japanese official said speculation was behind sharp movements in the foreign exchange and stock markets on Tuesday in the wake of a nuclear safety crisis and Friday's devastating earthquake and tsunami in northeastern Japan.
Asked whether Japan had stepped into the foreign exchange market, he told Reuters: "I cannot comment." The official added that the market situation was rapidly changing this week.
НА ВАЛЮТНОМ РЫНКЕ ЖДУТ ИНТЕРВЕНЦИИ БАНКА ЯПОНИИ
По словам трейдеров, пока нет уверенности в том, что интервенция состоялась, однако допускают, что Банк Японии, традиционно использует старую тактику «словесных» интервенций, чтобы ослабить давление на рынок.
TOKYO, March 15 (Reuters) — The dollar briefly spiked against the yen on Tuesday and stirred talk that Japanese authorities may have intervened to stem a rising yen, but traders later downplayed the move as a one-off order that added to nervousness in the market. Traders said there were unsure if intervention occurred and the market may have reacted to the Bank of Japan checking currency rates, a tactic sometimes used before actual intervention to scare traders against chasing the yen higher.
A few traders in Singapore said a big order from a domestic Japanese investor may have had an exaggerated impact and scared the market into thinking intervention was happening during a tense moment in markets, with Nikkei futures plunging 16 percent at one point. Japanese stocks plunged on worries about leaking radiation from the stricken Fukushima nuclear plant. The dollar soared to a high of 82.306 yen on trading platform EBS from near 81.40 before settling back to near 81.65 yen, little changed on the day and not far from a record low of 79.75 struck in 1995. (Reporting by Hideyuki Sano and Nobuhiro Kubo in Tokyo and Masayuki Kitano in Singapore, Writing by Eric Burroughs; Editing by Kim Coghill)
ЯПОНСКИЕ ИНВЕСТИЦИОННЫЕ ФОНДЫ, ВЛАДЕЮТ ИНОСТРАННЫМИ АКТИВАМИ НА $ 197 МЛЛРД.
Эту статистику предоставляет агентство Thomson Reuters.Инвестиционные фонды, которые базируются в Японии имеют портфели в иностранных финансовых активах (долговые бумаги стоимостью в $ 197 миллиардов.В эту статистику не включены активы, которыми владеют страховые фонды Японии.
LONDON, March 15 (Reuters) — Japanese-based investment funds hold about $196.6 billion in foreign bonds, data from Thomson Reuters shows. This includes bonds issued by governments, companies as well as supranational institutions. U.S.-domiciled borrowers, followed by those in Australia and Brazil, account for the bulk of issuance bought by the funds. These bonds top the list of vulnerable assets should Japanese investors start bringing overseas capital home in the wake of the triple disaster of earthquake, tsunami and nuclear breakdown.
The data is derived from holdings reported late last year, including debt held by global fund managers based in Japan. Japanese insurers — which are believed to hold huge amounts of foreign assets — are not included as they are not obliged to reveal their portfolio holdings. The following lists the countries alphabetically in which Japanese funds have the largest debt exposure:
ИТОГИ ТОРГОВ НА ДОЛГОВОМ РЫНКЕ ЕВРОЗОНЫ:РОСТ ЦЕН ПРЕКРАТИЛСЯ.БУМАГИ ПОРТУГАЛИИ УПАЛИ В ЦЕНЕ
ГЕРМАНИЯ (ориентир по ставке доходности)
БЕЛЬГИЯ
ИТАЛИЯ
ИСПАНИЯ
ПОРТУГАЛИЯ
ИРЛАНДИЯ
ГРЕЦИЯ
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