Rabu, 03 Juni 2020

FTSE 100 to start higher following strong Chinese economic data - Proactive Investors UK

The FTSE 100 got off to a positive start, buoyed the performance of Asia and Wall Street, where traders continued to buy the rally and ignore the race riots.

“Historically unrest such as we’ve been seeing has been widely ignored by equity markets and that seems like the case again,” said James Hughes of Scope Markets.

“Instead investors continue to focus on the reopening of the economy, and how quickly that will have an effect on the bottom line.”

China provided some hope to the wider world after its Caixin purchasing managers’ index not only rose for the first time in four months but by its fastest pace in a decade.

This perhaps provided some early tentative support for the v-shaped rebound in economic activity in the wake of the coronavirus lockdown, experts said.

The decision by OPEC+ to extend production cuts for another month sent Brent crude above US$40 a barrel for the first time since the March price hostilities between Saudi Arabia and Russia broker out.

On the London market, the biggest beneficiary of this rise in crude prices was BP (LON:BP.), which was up 1.5%.

The travel stocks continued their perky run, with easyJet (LON:EZJ), up 3%, leading the early Footsie risers.

British Airways owner IAG (LON:IAG) followed in the budget airline’s vapour trail, rising 2.5% amid hopes the new ‘air bridge’ initiative could pave the way to a resumption in foreign holiday activity.

Defence contractor Chemring (LON:CHG) bucked the recent trend in the industry after almost defiantly standing by full-year revenue and profitability targets. This earned the shares an 18% mark-up.

With the stock overhang out of the way after Invesco on Tuesday offloaded its shareholding, it was Provident Financial’s (LON:PFG) time to fly. The shares advanced 7%.

6.44 am: FTSE 100 called higher 

The FTSE 100 is expected to open higher on Wednesday, taking the lead from Asia following strong data from the Chinese economy.

Spread-better IG expects the FTSE 100 to add around 66 points at open after ending Tuesday’s session up 54 points at 6,220.

Markets appear to have been boosted by strong economic data out of China, where the services index rose to its highest levels since 2010 as the world’s second largest economy continued to rebound from its lockdown earlier in the year.

However, while China’s economy may be recovering, there are worries among some that the advancing markets may be suffering a disconnect with the wider economy, with the UK and US services PMIs, due later today, expected to show yet again the extent of the economic damage caused by lockdown measures alongside a spike in  American unemployment.

On Wall Street overnight investors appeared to shrug off the economic uncertainty and civil unrest in the US to focus on the easing of pandemic lockdown restrictions, with the Dow closing 1.05% higher at 25,742 while the S&P 500 rose 0.82% to 3,080 and the Nasdaq climbed 0.59% to 9,608.

The positivity combined with the Chinese data also made for a positive session in Asia earlier today, with the Japanese Nikkei 225 up 1.04% at 22,558 while Hong Kong’s Hang Seng was up 1.32% at 24,312.

On the currency markets, the pound was 0.31% higher at US$1.2586 against the dollar, the US and UK PMI data packages due later potentially serving as movement catalysts as the state of both economies becomes clearer.

Significant announcements expected for Wednesday:

Finals: Wizz Air Holdings PLC (LON:WIZZ), C&C Group PLC (LON:CCR), Angling Direct PLC (LON:ANG), Instem PLC (LON:INS)

Interims: SSP Group plc (LON:SSPG), Chemring Group PLC (LON:CHG)

AGMs: Aston Martin Lagonda Global Holdings PLC (LON:AML), Jersey Oil & Gas PLC (LON:JOG)

Economic data: UK services PMI, US services PMI, US non-manufacturing PMI, US ADP unemployment

Around the markets:

Sterling: US$1.2586, up 0.31%

Brent crude: US$40.10 a barrel, up 1.34%

Gold: US$1,724.29 an ounce, down 0.31%

Bitcoin: US$9,515, down 6%

City headlines:

IWG, the world’s largest flexible workspace company, has taken over a Hong Kong office vacated by WeWork, in a first move to capitalise on the retrenchment of its rival – Financial Times

EasyJet and cruise operator Carnival are set to lose their place in the FTSE 100 index of the UK’s biggest companies following the collapse in their share prices due to the coronavirus pandemic’s impact on the travel industry - Guardian

Britain will have “no choice” but to offer the people of Hong Kong a route to UK citizenship if China strips them of their freedom, Boris Johnson has warned – Times

Worried households paid back an unprecedented £7.4 billion of loans and credit card debt in April but businesses taken on debts to weather the coronavirus storm, Bank of England figures have shown – Telegraph

Travelodge is set to launch last-resort bankruptcy proceedings that will allow the hotel operator to keep sites open and pay landlords less – FT

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2020-06-03 05:50:11Z
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