United States

Futures on the SP 500 index rising by 0.9%.

Europe

European markets are growing, updating the records of the year. European FTSE Eurotop 100 index of 1.39%, Britain's FTSE 100 1.56%, German Xetra Dax 1.63%,French Lyxor Cac 40 1.46%.

rally in shares of banks is due to records of banks HSBC and Barclays. The second-largest British bank Barclays reported profit growth of 10% to 1.89 billion pounds on a revenue growth of investment units. Profits in Europe's largest lender Bank HSBC fell by 57% to $ 3.35 billion, but exceeded expectations of analysts who suggest that the bank has finished the period with a loss of $ 600 million Barclays Shares soared 8.5%, HSBC at 5.7%.

Metals in London renewed a maximum of 10 months, thanks to data from China. Index of supply managers in the manufacturing sector, which reflects activity in the sector, rose to a maximum value for the year to 52.8 points, which suggests the rapid pace of economic recovery. The growth of a positive effect on metals quotations of shares of mining companies. Xstrata 7%, Antofagasta 5.7%, Eurasian Natural 5%, Rio Tinto 4.4%.

Oil

Oil prices continue to rise against a background of data from China and the dollar decline to a minimum since the beginning of the year. Futures grow at 2%, the spot Brent $ 72.78, WTI $ 69.45.

Russia

The market opened up with gepom, recoilless continued its upward movement. The U.S. has updated minima since the beginning of the year, crude oil reached a monthly maximums. The significant increase in crude oil is traditionally a positive impact on our market, providing support and growth of futures on the SP 500 index. At 16:00 Moscow time the MICEX index rising to 3.67%, RTS index at 4.48%. Trading volume on the MICEX stock market rose strongly to 57 billion rubles.

In the best performing shares of the Savings Bank 7.5%. Good reporting, and the rally in shares of European banks have increased the demand for Sberbank, VTB shares of 2.6%, which on Friday soared 10% against a background of expectations of placement dopemisii to high price, while lagging behind. Rising oil prices continued to push up oil and gas companies quotes. 4.3%, Transneft, Surgutneftegas 4.3%, 4.2% of Gazprom, Rosneft 3.6%. Rally in the mining sector to bid for London and the growth of copper and nickel positively affect the metallurgical sector. Mechel 6.8%, NLMK 6.2%, MMC Norilsk Nickel 4.4%.

Forecast

Today in the United States will be at 18:00 on an index of business activity in manufacturing and construction costs. Ideas for growth apart from the expectations of a speedy restoration of the world economy, I do not see. However, these expectations are a significant increase in commodity prices, that our market remains the number one factor. Therefore, as long as the positive expectations will buy oil and metals, we will grow. Identify any medium-term objectives is difficult, I think some guidance could be a maximum of the year, ie level of 1200 points on the MICEX. I believe that within the next month or two we can reach these levels, but before it is necessary to see a correction of 15-20% attributable to levels of 870-900 points. Great importance will be the data from the U.S. labor market on Friday, which should confirm or refute the concerns of many economists about the deteriorating situation of unemployment. Speculators, I recommend to stay away from the market. Medium-term investors and long-term investors to recommend to retain position.

Attempts to close the morning gepy some papers may be had before the closing session
Prices for nickel and copper almost daily update annual maximums on this background, increasing shares of MMC Norilsk Nickel
The level of 1.4280 was too strong for the euro
Dollar, yen desheveyut to the euro in anticipation of strong statistics on the U.S. economy
NBU: The Bank can offset the cost of small banks in the diagnostic examination
IEA: Since 2010, world will begin to experience a shortage of oil
Forex - in the European session
Demand from non-residents there and in the paper Polyus Gold, has quotes support the rising cost of gold
Today, the Russian bid, among the leaders noted the growth of paper oil and gas and metallurgical industries