Mawu oti "kugulitsa mu Meyi ndikupita" akuganiza kuti amachokera ku mawu achingelezi akale; “Mugulitse mu Meyi ndipo upite ndi kubwereranso pa Tsiku la St. Leger.” Mawuwa amatanthauza chizolowezi cham'mbuyomu pomwe: olemekezeka, amalonda, ndi osunga ndalama, amachoka mumzinda wodetsedwa wa London ndikuthawira mdzikolo, m'nyengo yotentha yotentha. Kuti tibwerere kubwerera ku mzinda wa London, pambuyo pa mpikisano wamahatchi wapamwamba wa St. Leger Stakes.
Mpikisano umenewu, womwe unachitikira koyamba mu 1776, wazaka zitatu wazaka zapadera komanso zodzaza mafuta, udakali gawo la chikondwerero cha masiku atatu, chomwe chidachitikira ku Doncaster kumpoto kwa England. Ndi msonkhano womaliza wamapikisano apachaka, womwe umabweretsa chinsalu chothamanga, nyengo yachisanu ikayandikira.
M'mwezi wa Meyi 2019, misika yamalonda ku USA idakumana ndi vuto lalikulu; SPX idalembetsa kugwa kwake kwachiwiri kwakukulu pamwezi kuyambira 1960's. M'mwezi wa Meyi SPX ndi NASDAQ zidagwa kwa milungu inayi yotsatizana, DJIA idagwa milungu isanu ndi umodzi motsatizana; chingwe chotayika kwambiri pazaka zisanu ndi zitatu.
DJIA idagwa -6.69%.
SPX idagwa -6.58%.
NASDAQ idagwa -7.93%.
Sabata yomaliza yamalonda ya Meyi.
DJIA idagwa -3.01%.
SPX idagwa -2.62%.
NASDAQ idagwa -2.41%.
Kutsika kwamtengo wama USA equices indices ndi ziwerengero zenizeni za mwezi uliwonse, zikhala zodabwitsa kwambiri pakugula ndi kusungitsa, omwe amagulitsa ndalama kwanthawi yayitali. Koma padziko lonse lapansi, 24/6, masiku amakono, malo ogulitsa, zitha kukhala lingaliro lovuta kusiya malonda: ndalama, ma indices, kapena misika ina, kwa miyezi inayi ikubwerayi.
Kuphatikiza apo, kuchepa kwamalonda kunapereka mwayi wabwino kwambiri wamalonda kwa ogulitsa achidule ogulitsa misika yaku USA m'mwezi wa Meyi, pomwe amalimbikitsa misika ina; makamaka misika yamalonda ndi yamalonda, yomwe imagulitsa m'mitundu yayitali kwambiri, mwezi wonse. Kusintha kwakadapezekapo, mothandizidwa ndi oyang'anira a Trump kukhazikitsa njira zowonjezera ku China ndikuwopseza ndalama zatsopano, motsutsana ndi Mexico ndi EU
Tsopano mwezi wa Meyi watha, akatswiri ambiri komanso akatswiri azachuma akuyesera kulosera; "Chomwe chikubwera pambuyo pake, kodi misika yamalonda ikupita kuti?" Zomwe zikuwonekera, potengera kugulitsa kawiri komwe kudachitika m'mbali ziwiri zapitazi, ndikuti chuma padziko lonse lapansi tsopano chikusintha kutengera zochita ndi mawu a Purezidenti wa USA. Ndizosatheka kubwereza ndikufananiza nthawi yam'mbuyomu; pakawunikiridwa kofunikira komanso ukadaulo, wapatsidwa mwayi wambiri, potengera zochitika zapa media komanso mfundo imodzi ya POTUS.
M'magawo awiri omaliza a 2018, misika yamalonda (padziko lonse lapansi) idagwa pomwe nkhondo yamalonda ndi misonkho idayamba kugwira ntchito. M'mwezi wa Meyi, mitunduyi yabwerezedwa, lingaliro loyenera lingapezeke kuti misika yamalonda idzayenda m'njira ziwiri. Okhala ndi ndalama adzawerengera mtengo wabwinobwino ndipo misika idzagulitsa chammbali, kapena mwina ipitiliza kugulitsa, ndikuchotsa zotsika zomwe zidatumizidwa mchaka cha 2018. Otsatsa ndalama atha kutchula kuwerengera kwa P / E, mtengo wake v phindu lawo ndikusankha mtundu wosangalala kopanda tanthauzo ulipobe. Chiŵerengero cha P / E chapano cha SPX ndi cha m'ma 21, kuwerengera kwapakati pazaka za m'ma 1950 ndi pafupifupi 16, chifukwa chake mkangano ungayambike kuti chiwerengerocho ndi cha 23% kuposa mtengo wake.
Ofufuza nawonso amatchula za "kufunika koyenera" kwa misika yamalonda ndipo pomwe ambiri, omwe atchulidwapo munyuzipepala zachuma, pakadali pano akuwonetsa kuti ziphuphu zaku USA pano zili pafupi kwambiri, ena amachenjeza kuti kuchepa kwa Disembala 2018, kungakhale anafikanso. Kuphatikiza apo, m'malo motsatira kugulitsa komwe kumayendetsedwa ndi malingaliro, kugwa kwamtsogolo kulikonse, ngati kungafotokozeredwe pamaziko azachuma zomwe zimadza chifukwa chazachuma zomwe zikupweteketsa malonda apadziko lonse lapansi, zitha kuchititsidwa ndi kusowa kwa malingaliro komanso ma metric osauka kwambiri. Kapenanso, misika yamalonda ku USA ndi zisonyezo zina zapadziko lonse lapansi zitha kukwera; Otsatsa ndalama amangonyalanyaza zolipirira ndikunyalanyaza zofunikira, monga kugwa kwa GDP ndikungogula zosowa.
Msika umayendetsedwa ndi malingaliro ndi chidaliro monganso momwe ziliri ndi zovuta. Oyang'anira a Trump adalimbitsa chidaliro chawo mu 2017 ndikupitiliza msika ndikubwezeretsa chuma, zomwe zidayamba motsogozedwa kale. Kuchepetsa misonkho komwe kumalimbikitsa mabungwe ku 2017-2018, kutsika mitengo yotsika ngati 15%, kunapangitsa kuti msika wopeza mu 2018 upindule. Komabe, zotsatirazi zikuchepa, monganso chidaliro ku White House ndi POTUS kuti azisunga ndondomeko yachuma.
Ofufuza ena akuti ngati misonkho ipitilira, popanda zisonyezo zakunyengerera, ndiye kuti misika yothandizira yomwe angayembekezere ndikuchepetsa chiwongola dzanja kuchokera ku 2.5%. Kudulidwa kwa ndalama komwe kungakhale kofunikira chifukwa chazovuta zachuma. Kuchepa komwe sikungayambike chifukwa chakumapeto kwachuma, koma kwathunthu chifukwa cha POTUS, kuyimira zochitika zapadera.
"Gulitsa mu Meyi upite", zikadakhala zosavuta.
Juni 3 • Zogulitsa Zamalonda, Ndemanga za Msika • 5120 Views • Comments Off pa "Gulitsani mu Meyi ndikuchoka", ngati zinali zophweka.
Mawu oti "kugulitsa mu Meyi ndikupita" akuganiza kuti amachokera ku mawu achingelezi akale; “Mugulitse mu Meyi ndipo upite ndi kubwereranso pa Tsiku la St. Leger.” Mawuwa amatanthauza chizolowezi cham'mbuyomu pomwe: olemekezeka, amalonda, ndi osunga ndalama, amachoka mumzinda wodetsedwa wa London ndikuthawira mdzikolo, m'nyengo yotentha yotentha. Kuti tibwerere kubwerera ku mzinda wa London, pambuyo pa mpikisano wamahatchi wapamwamba wa St. Leger Stakes.
Mpikisano umenewu, womwe unachitikira koyamba mu 1776, wazaka zitatu wazaka zapadera komanso zodzaza mafuta, udakali gawo la chikondwerero cha masiku atatu, chomwe chidachitikira ku Doncaster kumpoto kwa England. Ndi msonkhano womaliza wamapikisano apachaka, womwe umabweretsa chinsalu chothamanga, nyengo yachisanu ikayandikira.
M'mwezi wa Meyi 2019, misika yamalonda ku USA idakumana ndi vuto lalikulu; SPX idalembetsa kugwa kwake kwachiwiri kwakukulu pamwezi kuyambira 1960's. M'mwezi wa Meyi SPX ndi NASDAQ zidagwa kwa milungu inayi yotsatizana, DJIA idagwa milungu isanu ndi umodzi motsatizana; chingwe chotayika kwambiri pazaka zisanu ndi zitatu.
Sabata yomaliza yamalonda ya Meyi.
Kutsika kwamtengo wama USA equices indices ndi ziwerengero zenizeni za mwezi uliwonse, zikhala zodabwitsa kwambiri pakugula ndi kusungitsa, omwe amagulitsa ndalama kwanthawi yayitali. Koma padziko lonse lapansi, 24/6, masiku amakono, malo ogulitsa, zitha kukhala lingaliro lovuta kusiya malonda: ndalama, ma indices, kapena misika ina, kwa miyezi inayi ikubwerayi.
Kuphatikiza apo, kuchepa kwamalonda kunapereka mwayi wabwino kwambiri wamalonda kwa ogulitsa achidule ogulitsa misika yaku USA m'mwezi wa Meyi, pomwe amalimbikitsa misika ina; makamaka misika yamalonda ndi yamalonda, yomwe imagulitsa m'mitundu yayitali kwambiri, mwezi wonse. Kusintha kwakadapezekapo, mothandizidwa ndi oyang'anira a Trump kukhazikitsa njira zowonjezera ku China ndikuwopseza ndalama zatsopano, motsutsana ndi Mexico ndi EU
Tsopano mwezi wa Meyi watha, akatswiri ambiri komanso akatswiri azachuma akuyesera kulosera; "Chomwe chikubwera pambuyo pake, kodi misika yamalonda ikupita kuti?" Zomwe zikuwonekera, potengera kugulitsa kawiri komwe kudachitika m'mbali ziwiri zapitazi, ndikuti chuma padziko lonse lapansi tsopano chikusintha kutengera zochita ndi mawu a Purezidenti wa USA. Ndizosatheka kubwereza ndikufananiza nthawi yam'mbuyomu; pakawunikiridwa kofunikira komanso ukadaulo, wapatsidwa mwayi wambiri, potengera zochitika zapa media komanso mfundo imodzi ya POTUS.
M'magawo awiri omaliza a 2018, misika yamalonda (padziko lonse lapansi) idagwa pomwe nkhondo yamalonda ndi misonkho idayamba kugwira ntchito. M'mwezi wa Meyi, mitunduyi yabwerezedwa, lingaliro loyenera lingapezeke kuti misika yamalonda idzayenda m'njira ziwiri. Okhala ndi ndalama adzawerengera mtengo wabwinobwino ndipo misika idzagulitsa chammbali, kapena mwina ipitiliza kugulitsa, ndikuchotsa zotsika zomwe zidatumizidwa mchaka cha 2018. Otsatsa ndalama atha kutchula kuwerengera kwa P / E, mtengo wake v phindu lawo ndikusankha mtundu wosangalala kopanda tanthauzo ulipobe. Chiŵerengero cha P / E chapano cha SPX ndi cha m'ma 21, kuwerengera kwapakati pazaka za m'ma 1950 ndi pafupifupi 16, chifukwa chake mkangano ungayambike kuti chiwerengerocho ndi cha 23% kuposa mtengo wake.
Ofufuza nawonso amatchula za "kufunika koyenera" kwa misika yamalonda ndipo pomwe ambiri, omwe atchulidwapo munyuzipepala zachuma, pakadali pano akuwonetsa kuti ziphuphu zaku USA pano zili pafupi kwambiri, ena amachenjeza kuti kuchepa kwa Disembala 2018, kungakhale anafikanso. Kuphatikiza apo, m'malo motsatira kugulitsa komwe kumayendetsedwa ndi malingaliro, kugwa kwamtsogolo kulikonse, ngati kungafotokozeredwe pamaziko azachuma zomwe zimadza chifukwa chazachuma zomwe zikupweteketsa malonda apadziko lonse lapansi, zitha kuchititsidwa ndi kusowa kwa malingaliro komanso ma metric osauka kwambiri. Kapenanso, misika yamalonda ku USA ndi zisonyezo zina zapadziko lonse lapansi zitha kukwera; Otsatsa ndalama amangonyalanyaza zolipirira ndikunyalanyaza zofunikira, monga kugwa kwa GDP ndikungogula zosowa.
Msika umayendetsedwa ndi malingaliro ndi chidaliro monganso momwe ziliri ndi zovuta. Oyang'anira a Trump adalimbitsa chidaliro chawo mu 2017 ndikupitiliza msika ndikubwezeretsa chuma, zomwe zidayamba motsogozedwa kale. Kuchepetsa misonkho komwe kumalimbikitsa mabungwe ku 2017-2018, kutsika mitengo yotsika ngati 15%, kunapangitsa kuti msika wopeza mu 2018 upindule. Komabe, zotsatirazi zikuchepa, monganso chidaliro ku White House ndi POTUS kuti azisunga ndondomeko yachuma.
Ofufuza ena akuti ngati misonkho ipitilira, popanda zisonyezo zakunyengerera, ndiye kuti misika yothandizira yomwe angayembekezere ndikuchepetsa chiwongola dzanja kuchokera ku 2.5%. Kudulidwa kwa ndalama komwe kungakhale kofunikira chifukwa chazovuta zachuma. Kuchepa komwe sikungayambike chifukwa chakumapeto kwachuma, koma kwathunthu chifukwa cha POTUS, kuyimira zochitika zapadera.
« Kodi RBA, banki yayikulu ku Australia, ichepetsa ndalama kufika 1.25% kuchoka pa 1.50%, ndipo Aussie dollar angatani ngati atero? Golide ikukwera kwambiri kuyambira February, misika imayamba mitengo pakuchepetsa mitengo ya FOMC mu 2019, FAANGS amataya kuluma kwawo. »