US Futures Rise; Oil Prices Edge Higher
25 Outubro 2024 - 7:07AM
IH Market News
US index futures rose in pre-market trading Friday, with
optimism around corporate earnings and lower Treasury yields.
At 5:18 AM ET, Dow Jones futures (DOWI:DJI) were up 85 points,
or 0.20%. S&P 500 futures gained 0.25%, and Nasdaq-100 futures
advanced 0.29%. The 10-year Treasury yield stood at 4.20%.
In commodities, West Texas Intermediate crude for December
increased 0.51% to $70.55 a barrel, while December Brent rose 0.44%
to $74.71.
Traders are closely watching Middle East geopolitics, including
potential Israel-Hamas talks and possible Israeli reprisals on
Iran, which could impact global supply. Tony Sycamore of IG
suggested $70 as an ideal crude price, factoring in Israel’s
responses to Iranian attacks and China’s Standing Committee
meeting.
Today’s U.S. economic agenda includes September’s durable goods
orders report at 8:30 a.m., expected to show a 1.0% decrease after
last month’s stability. At the same time, the durable goods report
excluding transportation is expected to reflect a 0.5% previous
change. At 10:00 a.m., October’s final consumer sentiment index,
projected at 69.0, will be slightly up from 68.9 last month.
In the Asia-Pacific markets, Japan’s Nikkei 225 fell 0.60%,
while the Topix declined 0.65%. Hong Kong’s Hang Seng rose 0.52% in
final trading, and China’s CSI 300 increased 0.70%. In South Korea,
the Kospi rose marginally, while the Kosdaq fell 0.98%. Australia’s
S&P/ASX 200 edged up 0.06%.
The People’s Bank of China held its medium-term lending rate
steady at 2%, signaling a cautious approach to stimulus after a
recent record cut aimed at supporting growth. Beijing is evaluating
additional measures, including a potential reserve requirement cut
to enhance market liquidity.
Chinese solar stocks rose this week, boosted by government
intervention expectations to curb polysilicon overproduction,
strengthening the sector. Xinjiang Daqo,
Trina Solar, and Xinyi Solar led
gains. Analysts suggest supply limitations may drive further solar
stock gains, with technical patterns indicating ongoing growth
potential.
Goldman Sachs (NYSE:GS) reports global hedge
funds have shifted from Chinese and emerging markets stocks to U.S.
equities in October amid U.S. election influences. China saw major
outflows following vague stimulus, while MSCI China fell 4% in
October. Hedge funds also lowered leverage for added caution.
Tokyo’s core inflation, excluding fresh foods, rose 1.8% in
October, below the BOJ’s 2% target and down from September’s 2%.
The core-core index (excluding fresh foods and fuel) increased 1.8%
versus 1.6% in September. Service prices rose 1.1% in October,
slightly below last month’s 1.2%.
A Reuters survey indicated Japan’s industrial output likely grew
1.0% in September, driven by automotive sector recovery after a
3.3% August decline due to typhoons and low U.S. demand. Retail
sales are also expected to rise 2.3%, with unemployment steady at
2.5%.
In Singapore, home prices fell 0.7% in Q3, lower than expected,
amid higher September sales. Residential rents rose for the first
time since 2023, raising affordability concerns. The government
plans to boost supply, while developers resist price cuts, buoyed
by high-demand new projects.
Singapore’s industrial output rose 9.8% in September, surpassing
Reuters’ 3.5% forecast but below August’s revised 22% increase.
European markets traded lower Friday, impacted by disappointing
earnings from Remy Cointreau (EU:RCO) and
Mercedes-Benz (TG:MBG), weighing on market
sentiment. The Stoxx Europe 600 fell under pressure from auto and
luxury sectors, highly exposed to China’s economy. However,
Sanofi (EU:SAN) saw gains driven by vaccine
demand.
On Thursday, the Nasdaq and S&P 500 rose, while the Dow
declined for the fourth straight day. Tech rebounded with
Tesla (NASDAQ:TSLA) up 21.9% after robust
earnings. IBM (NYSE:IBM) and
Honeywell (NASDAQ:HON), however, weighed on the
Dow. Real estate stocks rose with strong home sales, while airline
stocks fell, led by Southwest (NYSE:LUV).
On the quarterly earnings front, New York Community
Bancorp (NYSE:NYCB), Colgate-Palmolive (NYSE:CL), Piper
Sandler (NYSE:PIPR), Centene (NYSE:CNC), Booz
Allen
Hamilton (NYSE:BAH), Aon (NYSE:AON), Avantor (NYSE:AVTR), Saia (NASDAQ:SAIA), Newell
Brands (NASDAQ:NWL)
and WisdomTree (NYSE:WT) are expected to
report before the open.
New York Community Bancorp (NYSE:NYCB)
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