Markets vospryali after a prolonged correction: the world's leading indexes finish bidding rising more than 2% in anticipation of the much-expected corporate reporting and key macroeconomic data. Apparently, investors have revised their overly pessimistic expectations for profits and considered current levels suitable for opening positions in the shares. It seems that fears about economic growth will continue to press on the market during the third quarter, but in the short term, leading indices are likely to add 5%. Against the backdrop of increased demand for risky assets, domestic indices today must build on the success and can get to level 920 section on MICEX (4-5%).

U.S. stock indexes finished trading rising by more than 2%: Dow index has added 2,27%, SP - 2,49%. Improving the recommendations by leading banks and positive expectations about the forthcoming publication of accountability have become the reason for this rally in the financial sector: Goldman Sachs shares jumped 5%, Bank of America - by 9%, Citigroup and JP Morgan - more than 7% . It should be noted that today we will know how justified was the optimism of investors in the financial sector - even before opening an account is Goldman Sachs. In the absence of important makrostatistiki yesterday also otygryvalis positive expectations regarding the growth of retail sales, which are waiting for the economists. The data will be today at 16:30.

In general, yesterday's rally in the United States partly defused the situation on world stock market, which in recent weeks to fall down. Apparently, this release of emotion would not be long, but will allow the key index closing at 5-6% higher than the start of the week, especially if makrostatistika and corporate records do not disappoint. In general, however, doubts about the stability of world economic recovery, especially against the backdrop of a very weak labor market and the demand will be pressure on financial markets over the medium term, to deprive them of their chance for long rallies.

Trading in Asia today are also taking place in a positive way, allowing the MSCI Asia index deviate from the minimum for the last 8 weeks levels. In addition to general improvements in the investment sentiment, which formed the basis of positive expectations for profit company, strong support metallurgical sector in Asia (15% in MSCI) had an increase of 6% of production forecasts Posco - the leading Korean staleproizvoditelya.

In a positive external background, domestic indices have to fix yesterday's success, moreover, that in comparison with Europe, the States and Asia, yesterday's increase in Russian indexes more than modest. We believe that today Indexes can jump up to 920 section on MICEX (4-5%), but the final achievement of the day will be probably limited to 2-3%. According to our expectations, the sector today is to draw attention to the banks, which may continue the rally (including Sberbank pref).

In addition, the demand to return to a marked prosevshy oil and gas sector. Reducing investprogrammy Gazprom to 755 billion rubles. and, thus, a sufficiently high tariff bar significantly strengthen the foundation of a monopolist, even more so that recent data show signs of recovery in the extraction performance. Also pay attention to the paper Tatneft - Leader reduction on the basis of the week.

In the steel industry the most interesting from the perspective of speculative paper is Nornikel, though the steel industry could add a few percentage points, on reports Baosteel to raise prices by 14%.

In the energy sector is likely to continue playing against RusGidro - a recent favorite market could suffer from the new tariff plans (limited to the indexation of 5%), which significantly limit its ability to deliver investprogrammy.

Futures on the RTS index is able to easily climb to 87 000 items
Oil prices are now quite significant test support at the points near $ 61 a barrel
During the day the players will closely monitor output reporting Goldman Sachs and macroeconomic statistics from the United States
Keep the growth of stocks on the basis of yesterday's trading session today will not be easy
Under favorable developments can be expected to rebound on the market before the 950-980 points on the MICEX index
Deposit Insurance Agency and VEB bought out CIT Finance action Rostelecom for 66.7 billion rubles
Industrial metals on the London bid in a few went up, interrupting the chain falls
Review of the FOREX market for 13.07.09
Trades in the United States on Monday ended in the growth stock index