Positive GDP against the U.S. - as an idea. Work?

Previous Session

Thursday, Russian indexes finished the decline: -1.2% RTS, MICEX -2.4%. Paper oil and gas sector, despite the stabilization of oil quotations, have been under pressure: -4.21% Gazprom, Lukoil -1.41% -1.86% Rosneft, Surgutneftegaz -3.28%. Mixed trends demonstrated shares banking sector: Bank -2.93%, 1.57% P. Sberbank, VTB 0.57%. A similar trend was observed in the non-ferrous metallurgy: PolyusZoloto -3.32%, 1.32% Polimetall, MMC Nornikel -2.89%. European indexes finished trading in negative zone: Britain's FTSE100 -0.64%, German DAX -0.73%. The U.S. session starts on the negative data on unemployment and the revision of the forecast of GDP from -5.7% to -5.5%. However, after just 15 minutes positively investors rushed to buy shares. Shopping walked a broad front across all sectors. The only notable exception was the paper Citibank -0.32%. The petroleum sector has added more than 2%, 1.6% finance, motor 2.9%. In the sector of mining and steel soared quotes Alcoa 4.99%. The result: DowJones 2.08%, SnP500 2.14%, Nasdaq 2%.

Before opening

Asian session shows mixed trends: Japanese Nikkei225 0.51%, Chinese Shanghai Composite -0.25%, the Australian Index All Ordinaries 1.14%. U.S. futures at SnP500 -0.41%. Quotes Ruble are now at around 31.12 (Forex). Oil brand Brent 70 (0.43%). The pair euro /dollar. traded close to 1.4.

Recommendations

We expect a positive opening. Significant growth in the first few minutes will show virtually all the blue chips. At this time the pressure in the Asian region in the banking sector shares in UBS statements about the projected loss in 2nd quarter of 2009. Most likely, this fact does not prevent a significant strengthening of the shares of this sector in Russia. From the macro-economic statistics is the following: 16:30 in personal expenses (United States), in 17:55 sentiment index from the University of Michigan (United States). Most likely, having reached maximum daily values in the first 2 hours trades, Russian indices will gradually decline in anticipation of the opening session of the United States and the confirmation of confidence in the continuing upward movement in the western areas. Short can be seen shopping in a day of oil and gas sector with a short foot. We point out the paper and Gazprom MMC NorNikel. The situation before the weekend is uncertain, so keep purchased shares for next week is not desirable.

Officials will establish a register of coal mines
Federation of Employers of Ukraine appealed to the president requesting vetirovat a bill to eliminate the adverse impact of financial crisis
What is worse, the better
The Russian market has a chance to close in positive territory, but the chance to play a week's loss is small
Index MICEX today will be in the range of 950-980 points
The Russian market is caught between two opposing trends, and may for some time to choose the direction of movement
Banks Futures again the focus of investors
Magnet will pay dividends in the amount of 1.46 rubles per share for 2008 and 4.76 rubles per share for the 1 st quarter of 2009
Trades in the United States on Thursday, June 25, closed a significant increase in the indices