It seems that the pessimism of late last week, caused by weak makrostatistikoy from the United States and fears collapse of state support programs, fades into the background, giving place to the growing positive sentiments associated with the restoration of activity in the sector of MA, thus pointing to a stabilization of the situation in the private equity market and the growing encouraging companies to economic prospects. However, another tidal wave of speculative capital into this once neglected by the oil and quotes which, despite a slight weakening of the dollar, are in the corridor of $ 65-66 per barrel, which seems to be a deterrent to Russia's stock market. We believe that domestic indexes still in yesterday's closure (1.7% on MICEX) played a large part of the mortgaged positive dynamics of world markets, and now, apparently, will open in positive territory on 0,5-1%. During the day, a lot will depend on the quotations of oil - if speculative capital will continue to go into risky assets, quotes, oil can rush to the upper boundary of the corridor ($ 70 per barrel), pushing up domestic indexes.

Trades in the U.S. said the explosive growth of leading indexes that have received at the disposal of a portion of news about upcoming mergers and acquisitions in the sector of pharmaceutical and technology companies, as well as receiving support from the European markets, encouraged by the victory of the party Union Angela Merkel in Germany. Restoring the activity in the sector of MA indicates a growing confidence of business in the future and the prospects of resuming the flow of investment in the development of enterprises that can serve as a weighty argument in favor of a real recovery in the world economy. Bloomberg reports that the total volume of transactions MA, prisoners by American companies, reached in September, $ 49.1 billion, against $ 26.6 billion in August and $ 36.8 in July this year.

In the end, the Dow rose 1.28% to 9,789.36 p., index SP - on 1,78% to 1,062 p. The engine of growth in the United States made the financial sector, has risen on average by 3%.

Today in Asia remain positive sentiment. Virtually all regional indices finish the trading session in positive territory. The exception is China, where the leading indexes lose about 1,5%. In general, the regional benchmark was able to move away from the two-week lows, adding about 1%. Substantial support for the Asian index has strengthened the dollar against the yen due to the message of the Japanese monetary authorities' readiness to take necessary measures in order to curb the strengthening of the national currency, which reached eight-month highs. As a consequence, the demand was mainly concentrated in the papers of the leading exporters.

In the context of the prospects for the U.S. currency is also worth noting yesterday's zayavlnie ECB head Jean-Claude Trichet said the global economy is extremely important a strong dollar. However, the head of the ECB also said it was too early to reduce the program to stimulate growth of the economy, thus partly reducing pressure on the European currency. Despite the fact that at the moment the dollar remains under pressure, in the long term, in the absence of alternatives to establish a reserve currency, U.S. currency is likely still will be strengthened.

Domestic indexes seem to have played a large part of what happened in the world market movements. Today, we are waiting for the opening of 0,5-1% above yesterday's closing levels. Pretty weak oil prices will constrain growth in oil chips. If the speculative mood of the day still prevail, can be expected to resume purchases of risky assets. Then, on the background tending to the upper boundary of the corridor ($ 70 per barrel) oil, domestic stock indices may get strong support. However, so far, and oil and the euro /dollar encountered serious resistance levels, demonstrating the continuing market fears and the demand for protective assets.

Today is better than the market, probably will look the banking sector, which became one of the leaders in the course of trading on the foreign sites. As before, against the backdrop of the volatile situation on the market demand for raw materials will benefit shares of energy companies (networks). As it became known, according to the proposals on the calculation of FGC RAB, the growth rate next year could reach 53%, which significantly improves the prospects of the company and support the interest in its shares in the coming days. The second wave of demand may come to the rally IDC, which also move to RAB.

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