Двухнедельный обзор фондовых рынков №343. Возвращение «быков»

26.03.2026 — 6477

• Fed Governor Michael Barr signaled the Fed could hold a wait-and-see stance for an extended period, citing elevated inflation uncertainty driven by Middle East conflict spillovers

 

27.03.2026 — 6368

• Entergy (ETR) surged 6.8% after securing an updated agreement with Meta (META) to supply power to a hyperscale data center in northeast Louisiana

 

30.03.2026 — 6343

• Nike’s earnings and management commentary triggered another leg down in the stock. Shares trade at their lowest level since 2014, down ~75% from peak

 

01.04.2026 — 6575

• SpaceX filed for an IPO, with valuation expectations reaching up to ~$2tn. A potential June listing boosted investor interest across the space sector, driving a rally in related names
• The FDA approved Eli Lilly’s oral GLP-1 therapy under the brand Foundayo, marking a key inflection point as oral GLP-1s emerge as a new class of potential blockbuster drugs

 

03.04.2026

• March labor data surprised to the upside: unemployment fell to 4.3% (vs 4.4% consensus; 4.4% prior), while nonfarm payrolls rose 178k (vs +55k consensus; +133k prior)