Wall Street: investitorii retail prefera bancile - 07 aprilie 2023: Diferență între versiuni

<p>Indicele DJIA [https://www.wsj.com/articles/global-stocks-markets-dow-update-04-06-2023-625f10f#:~:text=For%20the%20week%2C%20the%20S%26P%20500%20edged%20down%200.1%25%2C%20while%20the%20Dow%20gained%200.6%25%20and%20the%20Nasdaq%20fell%201.1%25. a incheiat] saptamana aceasta cu un avans de 0.6%, in timp ce indicii S&amp;P 500 si Nasdaq Composite au pierdut 0.1%, respectiv 1.1%. Pentru indicele S&amp;P 500, [https://www.cnbc.com/2023/04/05/stock-market-today-live-updates.html#:~:text=The%20S%26P%20500%20still%20lost%200.1%25%20on%20the%20week%2C%20posting%20its%20first%20losing%20week%20in%20four. a fost] prima saptamana negativa din ultimele patru. Bursa americana de actiuni [https://www.nyse.com/markets/hours-calendars este] inchisa azi cu ocazia Good Friday.</p><p>Ieri, Alphabet si Microsoft [https://www.reuters.com/markets/us/futures-muted-focus-shifts-jobs-data-amid-recession-fears-2023-04-06/#:~:text=Alphabet%20Inc%20(GOOGL.O)%20rallied%203.8%25%20and%20Microsoft%20(MSFT.O)%20climbed%202.6%25%2C%20with%20both%20providing%20more%20fuel%20than%20any%20other%20stocks%20for%20the%20S%26P%20500%27s%20gain%20for%20the%20session. au castigat] 3.8%, respectiv 2.6%. In primul trimestru, sapte companii importate de tehnologie [https://www.reuters.com/markets/world-stocks-survive-banking-turmoil-how-long-2023-04-06/#:~:text=The%20U.S.%20S%26P%20500%20index%20rose%207%25%20in%20the%20first%20quarter%20(.SPX)%2C%20in%20a%20gain%20it%20has%20held%20onto%20since.%20Seven%20mega%2Dcap%20tech%20stocks%20were%20responsible%20for%2092%25%20of%20the%20S%26P%20500%27s%20first%2Dquarter%20rise%2C%20Citi%20notes. au contribuit] cu 92% din aprecierea de 7% a indicelui S&amp;P 500 (anume, Apple, Microsoft, Nvidia, Tesla, Meta Platforms, Amazon si Alphabet).</p><p>Tot ieri, bancile au fost, la randul lor, in topul aprecierilor, [https://www.cnbc.com/2023/04/05/western-alliance-shares-cut-losses-after-the-bank-says-deposit-outflows-are-stabilizing.html Western Alliance], First Republic Bank si Wells Fargo [https://www.wsj.com/articles/global-stocks-markets-dow-update-04-06-2023-625f10f#:~:text=Bank%20stocks%20were,2.7%25%2C%20to%20%2437.90. castigand] 4.8%, 4.4%, respectiv 2.7%. Potrivit unei estimari private, investitorii retail [https://www.bloomberg.com/news/articles/2023-04-05/retail-traders-ignore-banking-crisis-and-buy-the-dip-in-lenders#:~:text=Individual%20investors%20have,according%20to%20Vanda. au facut] in acest an achizitii nete de actiuni Bank of America in valoare de 769 mil. USD, depasind cifrele inregistrate pentru Netflix sau Rivian Automotive. Achizitiile nete de actiuni First Republic Bank s-au ridicat la peste 200 mil. USD.</p><p>Pe Wall Street, noul sezon de raportari trimestriale [https://www.reuters.com/markets/us/futures-muted-focus-shifts-jobs-data-amid-recession-fears-2023-04-06/#:~:text=Big%20banks%20including%20JPMorgan%20Chase%20%26%20Co%20(JPM.N)%20and%20Citigroup%20(C.N)%20will%20be%20among%20companies%20kicking%20off%20the%20quarterly%20reporting%20season%20next%20week%2C%20with%20investors%20eager%20for%20updates%20on%20the%20health%20of%20the%20sector%20after%20a%20recent%20banking%20crisis. va debuta] saptamana viitoare, cu cifre din partea marilor banci, inclusiv JPMorgan Chase si Citigroup. In ansamblu, pentru indicele S&amp;P 500, analistii [https://www.reuters.com/markets/us/futures-muted-focus-shifts-jobs-data-amid-recession-fears-2023-04-06/#:~:text=Analysts%20on%20average%20expect%20aggregate%20S%26P%20500%20company%20earnings%20for%20the%20first%20quarter%20to%20have%20fallen%205%25%20year%2Dover%2Dyear%2C%20according%20to%20Refinitiv%20I/B/E/S. se asteapta] la o scadere a profiturilor de 5% in primul trimestru al acestui an (vs perioada similara din 2022).</p><p>In aceasta dupa-amiaza vor fi publicate cifrele guvernamentale pentru martie privind piata muncii din SUA. Analistii [https://www.cnbc.com/2023/04/04/jolts-february-2023-.html#:~:text=The%20JOLTS%20release%20comes%20three%20days%20ahead%20of%20fresh%20nonfarm%20payroll%20numbers%20for%20March.%20The%20Friday%20Labor%20Department%20count%20is%20expected%20to%20show%20a%20gain%20of%20238%2C000%2C%20with%20the%20unemployment%20rate%20holding%20steady%20at%203.6%25. se asteapta] la 238,000 de locuri de munca adaugate luna trecuta (vs 311,000 in februarie si 504,000 in ianuarie) si la mentinerea ratei somajului la 3.6% (vs 3.4% in ianuarie, cel mai mic nivel dupa mai 1969).</p><p>(DE.SXR8) (DE.SXRU) (DE.SXRV) (DE.IUSM) (US.WAL) (US.FRC)</p>