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Kristal每週回顧|2019年9月23日

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只有 5分鐘時間? Kristal A.I 為你簡短回顧上週全球經濟與金融市場的5件大事。

  • 印度下調企業稅稅率至25%以刺激經濟
  • 美國8月二手樓銷售創17個月新高
  • 國際油價本週漲約6%
  • 聯儲局決定減息四分一厘,合乎市場預期
  • 市場對中美貿易談判樂觀情緒減退,道指下跌159點

現在,了解更多細節

1.印度下調企業稅稅率至25%以刺激經濟

印度政府下調企業稅,稅率由30%降至25%,以刺激私人投資,推動印度經濟增長脫離6年低位。此外,為了提振信心與穩定資本市場,印度政府也宣布暫停對股票投資課徵資本利得稅,此一減稅措施適用本土與外資等所有投資人。

為增加經濟成長,印度政府周五宣布大規模減稅方案,其中本土企業基本稅率調降8%至22%的歷史新低,新設製造業廠商更可享有15%的超低稅率。受利好消息刺激,印度股匯齊漲,股市一度暴漲近2,300點,創史上最大漲幅紀錄。

當地財政部表示,25%的稅率與其他亞洲國家大致相若,預料減稅將導致稅收減少1.45萬億元印度盧比,相當於約205億美元,減稅消息立即引發印度股市跳漲逾3%。但另一方面,當地國債收益率升至近3個月高位,市場擔憂政府可能要大幅舉債,以滿足今個年度的支出需求。下調企業稅亦令市場憂慮政府可能無法實現今個財政年度3.3%的財政赤字目標。

2.美國8月二手樓銷售創17個月新高

上週四全美不動產協會(NAR)公布,美國房地產經紀人協會 (NAR) 公布數據顯示,在抵押貸款回落帶動下,美國 8 月成屋銷量連續兩個月成長,高於市場預期,同時達 17 個月新高。

美國8月二手樓銷售出乎意料升至17個月新高,以年率計達到549萬間。

NAR 數據指出,8 月成屋銷售較上月成長 1.3%,至 549 萬戶,創 2018 年 3 月以來最高成長,顯示美國房市在低貸款利率的帶動下略顯回溫。市場普遍認為,房市景氣之所以出現轉變,與 美國聯準會的利率政策息息相關。為減緩全球經濟放緩與貿易衝擊帶來的影響,美國聯準會上周三實行降息一碼,為連續兩個月降息,此舉得以將貸款利率維持在低點,有助於刺激房屋市場回溫。

3.國際油價本週漲約6%

因美中貿易談判結果看似不樂觀,國際油價上週五微跌,但仍未消除沙烏地阿拉伯煉油廠遇襲的漲幅,本週油價共計大漲約6%。

布蘭特原油20日收跌12美分,報每桶64.28美元;一周來上漲6.7%,為1月以來最大漲幅;西德州原油10月期貨也收低,報每桶58.09美元,單周漲幅為5.9%,是6月21日以來最大漲幅。沙國將該攻擊歸咎於伊朗,中東情勢升溫,不過受攻擊的沙烏地阿拉伯國家石油公司(ARAMCO)表示,有望在月底恢復全部產能。

4.聯儲局決定減息四分一厘,合乎市場預期

美國聯邦儲備局9月18日議息後,一如市場預期減息0.25釐,為今年第二次減息行動。

聯儲局公開市場委員會一連兩日議息後,以7票對3票決定減息四分一厘,合乎市場預期,是今年第2次減息。

這次聯儲局2019年內第二次減息,同時是3年來最多反對票的一次,其中2票要求維持利率不變,1票要求減息半釐。當局聲明指出,通脹低於2%,勞動市場仍然強勁,經濟活動一直以温和速度增長,但稱環球經濟走弱,企業固定投資及出口減弱,局方有需要透過減息推動經濟持續增長。

5.市場對中美貿易談判樂觀情緒減退,道指下跌159點

美股反覆向下,有報道指中國經貿代表團取消原定下星期訪問美國蒙大拿州的行程,消息令市場對中美貿易談判的樂觀情緒減退,拖累大市轉跌。

總結上周美股表現,三大指數全面下跌,道指累積下跌1.05%,標普500指數及納指分別跌0.5%及0.7%。

道瓊斯指數先升後跌,早段曾升過100點,亦一度倒跌168點,收市略為收窄跌幅,報26935點,下跌159點,跌幅0.6%。標普500指數全日跌幅近0.5%,收市報2992點,下跌14點。納斯達克指數低收0.8%,報8117點,下跌65點。

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