Οι παράγοντες-οδηγοί των χρηματιστηριακών αγορών για το 2024

Στους κυριότερους παράγοντες που θα μαγνητίσουν τα βλέμματα των διεθνών αγορών το 2024 εστιάζει ο τραπεζικός κολοσσός JP Morgan. Συγκεκριμένα, βάσει του Reuters, πληθωρισμός και εκλογές στις ΗΠΑ είναι οι παράγοντες-οδηγοί των διεθνών αγορών για το 2024.

Ειδικότερα, η έρευνα που εκπόνησε το Reuters ‒βάσει των απαντήσεων επενδυτών στις χρηματιστηριακές αγορές‒ κατέληξε στο γεγονός ότι 27% των συμμετεχόντων καταδεικνύουν τον πληθωρισμό ως παράγοντα με τη μεγαλύτερη επίδραση.

Οι χρηματιστηριακές...

https://www.naftikachronika.gr/2024/02/08/oi-paragontes-odigoi-ton-chrimatistiriakon-agoron-gia-to-2024/

Αύξηση για το ναυτιλιακό χαρτοφυλάκιο της J.P. Morgan

Στη νορβηγική ναυπηγική βιομηχανία στρέφεται ο τραπεζικός κολοσσός J.P. Morgan για την κατασκευή δύο CSOV (Construction Service Operation Vessels) πλοίων. Όπως υπογραμμίζει σε σχετική ανακοίνωση η εταιρεία Ulstein Verft, τα εν λόγω πλοία θα είναι εξοπλισμένα με υβριδικό σύστημα πρόωσης που θα αξιοποιεί μπαταρίες, ενώ θα είναι σε θέση να καταναλώνουν και μεθανόλη.

Ο κ. Andrian Dacy, Global Head της J.P. Morgan Asset Management’s Global Transportation Group, ανέφερε μεταξύ άλλων: «Τα συγκεκριμένα...

https://www.naftikachronika.gr/2024/01/10/afxisi-gia-to-naftiliako-chartofylakio-tis-jp-morgan/

Volvo preliminary Q1 financials surprise, delight market

The Volvo Group surprised the markets with a very strong first-quarter preliminary earnings preview — the opposite of a dour prediction just months ago.

Sales amounted to 131.4 billion Swedish crowns ($12.6 billion) compared to SEK 105.3 billion ($10.1 billion) in the same period of 2022.

Adjusted operating income was SEK 18.4 billion ($1.78 billion) versus SEK 12.7 billion a year earlier. Adjusted operating margin was 14% compared to 12%a year ago.

Reported operating income of SEK 17.1 billion...

https://www.freightwaves.com/news/volvo-preliminary-q1-financials-surprise-delight-market

Co-operation critical for decarbonisation – but Maersk sails its own course

Airlines and shipping lines should work together to ensure sufficent prodcution of sustainable fuels.
But, even as speakers at class society DNV’s future fuels conference endorsed LNG as a bridging step, Maersk announced it could achieve net zero emissions 10 years early, by 2040.
Professor Lynn Loo, CEO of the Global Centre for Maritime Decarbonisation, said: “We need to move together. We want to foster collaboration across sectors, because these solutions don’t …

The post Co-operation critical...

https://theloadstar.com/co-operation-critical-for-decarbonisation-but-maersk-sails-its-own-course/

World Shares Dips With The Approved Stimulus Bill And Experts Warn Against Rising Inflation

World shares dipped on Monday as the U.S. Senate’s passage of a $1.9 trillion stimulus bill put fresh pressure on Treasuries and tech stocks with lofty valuations, raising inflation jitters, reports Reuters.

A quick surge in inflation 

These concerns overshadowed the prospect that stimulus would give another boost to the world’s No.1 economy, likely helping global growth rebound faster from the COVID-19 downturn.

Analysts expect a sharp acceleration in inflation, stoked in part by the latest...

https://mfame.guru/world-shares-dips-with-the-approved-stimulus-bill-and-experts-warn-against-rising-inflation/

Maersk Posts Optimistic 2021 Outlook Despite Sizeable Bottleneck

Container shipping firms are locked in a “significant bottleneck” as resurgent global demand stretches capacity and drives up freight rates, Maersk CEO Soren Skou told CNBC Wednesday.

‘A challenging quarter’

Maersk, the world’s largest container shipping firm, missed its own fourth-quarter profit expectations Wednesday and posted a cautiously optimistic outlook for 2021 after an “exceptional while challenging quarter.”

Skou explained that after a 15% dip in Maersk’s volumes in the second quarter...

https://mfame.guru/maersk-posts-optimistic-2021-outlook-despite-sizeable-bottleneck/

Career Tracks: Volga-Dnepr gears up for COVID-19 vaccine delivery

To ensure the efficient and safe transportation of COVID-19 vaccines, the Volga-Dnepr Group has strengthened its global health care team. 

Yulia Celetaria has been appointed health care director to lead the team. She began her professional career in 2005 with AirBridgeCargo Airlines. Volga-Dnepr said over the years Celetaria “has been able to upscale her knowledge, expertise and gain the right experience necessary to meet the 2020 logistics challenge of the whole pharmaceutical industry.”  

Russia...

https://www.freightwaves.com/news/career-tracks-volga-dnepr-gears-up-for-covid-19-vaccine-delivery

JPMorgan Chase: Stop στη χρηματοδότηση ρυπογόνων projects στην Αρκτική

Ο τραπεζικός επενδυτικός κολοσσός JPMorgan Chase & Co. ανακοίνωσε πρόσφατα τα σχέδιά του για τον τερματισμό της χρηματοδότησης νέων projects πετρελαίου και φυσικού αερίου, αλλά και τον περιορισμό της χρηματοδότησης projects άνθρακα στην περιοχή της Αρκτικής.

Υπενθυμίζεται ότι το 2017 η JPMorgan Chase προχώρησε σε δύο σημαντικές δεσμεύσεις με οικολογικό πρόσημο: τη χρηματοδότηση φιλικών προς το περιβάλλον projects αξίας $200 δισ. και τη χρήση των ανανεώσιμων πηγών ενέργειας για την πλήρη κάλυψη...

https://www.naftikachronika.gr/2020/02/29/jpmorgan-chase-stop-sti-chrimatodotisi-rypogonon-projects-stin-arktiki/

JPMorgan Concerned About the Seizure of Its Ship?

JPMorgan doesn’t seem to mind about its ship getting seized by US customs weeks after more than $1 billion worth of cocaine was found aboard, reports Business Insider.

Financial service company isn’t sweating much

JPMorgan hasn’t yet felt inclined to publicly address its association with the vessel. The firm has also declined several requests for comment from Markets Insider. 

Bloomberg Opinion columnist Matt Levine lists out four possible reasons why JPMorgan likely isn’t sweating too much:

1)...

http://mfame.guru/jpmorgan-concerned-about-the-seizure-of-its-ship/

JPMorgan Owned Ship Involved in Cocaine Bust Seized

Federal prosecutors in Philadelphia have seized a container ship operated by the Mediterranean Shipping Co., involved in 20-ton Philly port cocaine bust from firm with history of hidden drug hauls, reports Markets Insider.

What happened?

On June 18, CBP agents found 39,525 pounds of cocaine stashed in several containers on the MSC Gayane at the Philadelphia seaport. The street value of the drugs was estimated at about $1.3 billion, making it the largest cocaine seizure by the agency. 

In a rare...

http://mfame.guru/jpmorgan-owned-ship-involved-in-cocaine-bust-seized/

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