Банковский и технологический сектора США станут лидерами роста в ближайшие недели

Банковский и технологический сектора США станут лидерами роста в ближайшие недели
—Тимур Турловгенеральный директор ИК «Фридом Финанс» Реформы здравоохранения и финансового сектора начались. 8 июня Сенат утвердил часть изменений, которые войдут в закон Додда-Франка, а 22 июня была представлена черновая версия законопроекта о здравоохранении. Республиканцы активно работают над тем, чтобы получить большинство голосов.

Помимо этого Дональд Трамп предложил шесть новых инициатив, которые затронут энергетический сектор. Основные заключаются в пересмотре законов об атомной энергетике и возобновлении разработки старых сланцевых месторождений. Американский президент разрешил постройку нефтепровода, по которому сырье будет поставляться в Мексику. Также Вашингтон подписал соглашения об экспорте сланцевого природного газа в Южную Корею. Действия президента направлены на то, чтобы придать согласованность американской политике и повысить уверенность в ней руководителей крупных корпораций. Итогом этих действий стало то, что в топ-3 по темпам роста за последний месяц вошли финансовый сектор, здравоохранение и промышленность.

Другим важным моментом является заявленная европейскими центробанками смена монетарной политики. В ближайшее время они возьмут курс на повышение ставок. Этот факт уже привел к усилению волатильности, но это и неизбежно. Многие спекулянты активно используют маржинальное кредитование, объем которого в скором времени начнет сокращаться, что будет вызывать локальные спады. Однако важен долгосрочный тренд: у регуляторов повышается уверенность в устойчивом развитии мировой экономики. А это значит, что уход избыточной ликвидности с рынка не нарушит повышательного тренда. И опять же стоит помнить, что быстрых изменений регуляторы проводить не будут. Так, ФРС, прежде чем повышать ставку столь активно, как в этом году, долгое время просто говорила, что планирует это делать.

В конце следующей недели стартует сезон отчетов. Первыми крупными компаниями, которые представят свои результаты 14 июля, станут банки: Citigroup (C), J.P. Morgan (JPM), Wells Fargo (WFC). У большинства банков ожидается позитивная динамика прибыли и выручки, поэтому я рассчитываю, что этот сектор останется в лидерах роста в ближайшие недели. Важными для инвесторов будут данные от технологических гигантов, которые лидировали по итогам предыдущего сезона. От них также ждем позитивных отчетов и возвращения сектора к максимумам. Во многом именно эти два сектора станут драйверами роста для рынка в ближайшее время.

В разделе «Мнения» сайта Агентства экономической информации «ПРАЙМ» публикуются материалы, предоставленные аналитиками, трейдерами и экспертами российских и зарубежных компаний, банков, а также публикуются мнения собственных экспертов Агентства «ПРАЙМ». Мнения авторов по тому или иному вопросу, отраженные в публикуемых Агентством материалах , могут не совпадать с мнением редакции АЭИ «ПРАЙМ». Авторы и АЭИ «ПРАЙМ» не берут на себя ответственность за действия, предпринятые на основе данной информации. С появлением новых данных по рынку позиция авторов может меняться.

Представленные мнения выражены с учетом ситуации на момент выхода материала и носят исключительно ознакомительный характер; они не являются предложением или советом по совершению каких-либо действий и/или сделок, в том числе по покупке либо продаже ценных бумаг. По всем вопросам размещения информации в разделе «Мнения» Вы можете обращаться в редакцию агентства: combroker@1prime.ru.

Источник: 1prime.ru

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