。Oversea markets: Shanghai +1.91%, Japan-0.18%, Hong Kong+0.65%, Germany +0.23%, UK +0.40%, France +0.37%.
President Donald Trump is scheduled to meet China’s top trade negotiator this afternoon during the current round of U.S.-China negotiations in an attempt to forge a preliminary agreement on trade ahead of the March 1 deadline for the imposition of new tariffs. That the meeting is going ahead at all is viewed as a good sign for progress, bolstered by China’s proposal to purchase $30 billion more in U.S. agricultural products. Still, the economic damage from the standoff is mounting, putting further pressure on both sides to come to a deal. ---Bloomberg
European Union ministers began debating on Friday when to start trade negotiations with the United States, aware that U.S. President Donald Trump may impose punitive tariffs on EU car imports if they wait too long. The European Commission has asked the EU’s 28 countries to approve two negotiating mandates so that formal talks can begin. ---Reuters
Talks on Brexit in Brussels have unsurprisingly made little progress, with Michel Barnier, the European Union’s chief negotiator, saying that he does not rule out a possible delay to the March 29 exit date. While that might help forge a political agreement, signs are mounting that significant damage has already been inflicted to the U.K. economy as companies struggle to prepare for a messy Brexit. Currency analysts are looking through the possible lift to the pound from any deal, saying that the damage to growth already means any sterling rally may be short lived.
Morgan Stanley upgrades Intel to overweight from equal weight and hikes its price target on the stock to $64 per share from $55.“We think that Intel can rerate higher around a more financially oriented CEO,” analyst Joseph Moore says. ---CNBC
The food sector is being rocked by the huge loss posted by Kraft Heinz (KHC) after it wrote down the value of its Oscar Meyer and Kraft brands by $15B and slashed its dividend. A SEC probe was also disclosed by the company to add to the negative sentiment. KHC is down 27.75. Shares of General Mills (GIS) are down 3.92% premarket and Campbell Soup (CPB) is 3.45% lower. J.M Smucker (SJM) is off 2.15% and Kellogg (K) is 2.22% lower. Hershey (HSY) and Mondelez International (MDLZ) are both down 1.80%.
。太平洋时间上午7:47:道琼斯指数136,标准普尔500指数+11.62,纳斯达克指数+44,罗素2000指数+8.80。 WTI原油+ 0.72%,黄金+ 0.37%,美元指数-0.09%。
。海外市场:上海+ 1.91%,日本-0.18%,香港+ 0.65%,德国+ 0.23%,英国+ 0.40%,法国+ 0.37%。
。海外市场:上海+ 1.91%,日本-0.18%,香港+ 0.65%,德国+ 0.23%,英国+ 0.40%,法国+ 0.37%。
。唐纳德特朗普总统定于今天下午在本次美中谈判期间会见中国最高贸易谈判代表,以便在3月1日实施新关税的最后期限之前就贸易达成初步协议。由于中国建议购买300亿美元的美国农产品,因此会议正在进行中被视为取得进展的良好迹象。尽管如此,对峙造成的经济损失正在加剧,双方面临进一步的达成协议压力。 ---彭博
。欧盟各国部长周五开始辩论何时开始与美国进行贸易谈判,并意识到如果等待太久美国总统唐纳德特朗普可能会对欧盟汽车进口征收惩罚性关税。欧盟委员会要求欧盟28个国家批准两项谈判授权,以便开始正式谈判。 ---路透社
。欧盟首席谈判代表米歇尔·巴尼耶(Michel Barnier)表示,他不排除可能延迟到3月29日的退出日期,因此在布鲁塞尔举行的脱欧谈判毫不奇怪地取得了一些进展。 虽然这可能有助于达成一项政治协议,但随着企业为一场凌乱的英国脱欧做准备,英国经济已经面临重大损失的迹象越来越大。 货币分析师正在考虑从任何交易可能升至英镑,并表示对增长的损害已经意味着任何英镑反弹可能是短暂的。 ---彭博
。摩根士丹利将英特尔从同等权重升级至超重,并将其股价目标从55美元上调至每股64美元。分析师约瑟夫摩尔说“我们认为英特尔可以围绕更具财务导向性的首席执行官进行更高的评估,”。 --- CNBC
。Kraft Heinz(KHC)在将其Oscar Meyer和Kraft品牌的价值降低15亿美元并大幅削减股息后,食品行业受到巨大损失的影响。该公司还披露了SEC的调查更增加负面情绪。KHC下跌27.75。General Mills(GIS)的股票下跌3.92%,Campbell Soup(CPB)下跌3.45%。 J.M Smucker(SJM)下跌2.15%,Kellogg(K)下跌2.22%。好时(HSY)和蒙德莱兹国际(MDLZ)均下跌1.80%。 ---Seeking Alpha
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