6月8日（月）マーケット情報〜雇用統計とリスクオン〜

先週末のNY市場は、3指数とも続伸する形となった。

金曜日発表された、5月の米雇用統計は予想と反してプラ転し250万人の増加となり、5月はすでに底を脱し堅調な経済再開が期待される。

Bloombergから、

You Need to Know

AstraZeneca has approached Gilead about what would be the biggest health care deal in history. AstraZeneca contacted its rival last month and didn't specify terms, people familiar said. Gilead has discussed the idea with advisers, but no decisions have been made on how to proceed and the companies aren't in formal talks. Gilead was worth $96 billion at Friday's close and is the creator of coronavirus treatment remdesivir.

What to Keep an Eye On

The Fed's emergency pandemic lending programs are just getting started. Chairman Jerome Powell is expected to repeat that the central bank will deploy its full suite of liquidity backstops when he addresses reporters Wednesday after a two-day policy meeting⁠—even if there is little need for some at the moment. The FOMC is likely to remain undeterred in both its credit and monetary policy support until the jobless rate gets closer to their full employment estimate of 4.1%.

Americans geared up for more protests against racism and police brutality, after Saturday's were some of the largest yet. Streets and squares were packed in Minneapolis, where George Floyd died, Washington, D.C., Chicago, Los Angeles, New York City, Atlanta and elsewhere, amid few reports of violence. Trump ordered the National Guard removed from the capital. Demonstrations also took place around the world, from Brisbane to London and Paris.

Singapore won't return to the open and connected global economy that existed before the partial lockdown two months ago, Lee Hsien Loong warned. Singaporeans will have to prepare for a different, admittedly tougher future with rising unemployment, the PM said. Movement will be more restricted, making it harder to take weekend trips to places like Hong Kong or Bangkok, he added.

Opinion

Saudi Arabia has called out the OPEC cheats—countries that hadn't fully reduced oil output in May as agreed—and extracted promises for even deeper reductions in the third quarter, Julian Lee writes for Bloomberg Opinion. By holding nations like Iraq, Nigeria, Angola and Kazakhstan to account, the kingdom has taken a big first step toward restoring credibility to OPEC and OPEC+ after a couple of bruising meetings.