Ziwerengero zaposachedwa za inflation ku China ndi USA ziziwunikidwa, sabata yoyamba yamalonda yonse ya 2018.
Sabata yoyamba yogulitsa ya 2018 ikuchitira umboni kubwerera ku zochitika za kalendala yazachuma zomwe zimakhudza: FX, equity ndi misika yazogulitsa. Ndi sabata lotanganidwa ndi zidziwitso zaku China, USA ndi Europe, kuphatikiza ziwerengero zingapo zakukwera kwamitengo, makamaka ku China ndi USA. Ziwerengero zaposachedwa kwambiri ku UK zidzaunikidwa mosamala, pazizindikiro zilizonse zakuchepa kwachuma pamene zikukumana ndi Brexit koyambirira kwa 2019. Ziwerengero zaposachedwa kwambiri ku Germany zotumiza ndi kutumiza kunja zidzasindikizidwa, limodzi ndi kukula kwa mafakitale, zomwe zikuwunikidwa mosamala chifukwa ku gawo la Germany ngati injini yakukula ku Europe. Mitundu yosiyanasiyana ya PPI yaku USA idzaululidwa, yomwe ingapereke zisonyezo zoyambirira pokhudzana ndi kuchuluka kwachuma ku chuma cha USA.
Sunday ayamba sabata ndi ziwerengero zakutchire zakunja zakunja kwa China, chiyembekezo chikuyembekezeka kugwera $ 3,115b mu Disembala. Pa Lolemba m'mawa timalandira miyala yaposachedwa kwambiri yochokera ku China kuchokera ku China, pakadali pano ku 90.7% pali chiyembekezo chochepa chosintha. Malamulo aku fakitole yaku Germany adawonetsa kuchuluka kolimbikitsa pachaka cha 6.9% mpaka Novembala 2017, chiyembekezo chikuyembekezeka kusungidwa. Swiss CPI ikuyenda pa 0.8%, chiwerengero chomwe sichingasinthe mtengo wa Disembala utatulutsidwa. Kuphatikiza ndi zomwe zapezedwa posachedwa kuchokera kumabanki aku Switzerland, ziwerengero zonsezi zitha kukhudza phindu la Swiss franc, ngati ma metric angaphonye kapena kulosera bwino.
Kuwerenga mwachidwi kwa Eurozone kumafalitsidwa Lolemba; ogula, mafakitale, mabizinesi ndi ogulitsa ndalama, ngakhale atakhala otsika pang'ono, kuwerenga kowerengedwa kumayang'aniridwa mosamala. Malonda ogulitsa ku Eurozone adalowa m'malo olakwika mu Novembala, kuwerenga kwa Disembala kuyenera kukhala kolimbikitsa ndikuwonjezera kukwera kwa chiwonetsero cha YoY, pamwamba pa 0.4% yolembedwa Novembala. Chidwi chikatembenukira ku USA kuwerenga kofunikira tsikuli ndi ngongole ya ogula; ananeneratu kuti adzagwa $ 18b mu Novembala kuchokera $ 20.5b mu Okutobala. Chiwerengero cha mwezi wamawa chikuyenera kuwonjezeka, chifukwa cha tchuthi chomwe ogula amagwiritsa ntchito.
Lachiwiri imayamba ndikugulitsa nyumba kuchokera ku NZ, yomwe idagwa modabwitsa -8.9% YoY mpaka Disembala. Zopezera ndalama zenizeni ku Japan zikuyembekezeka kuti sizinayende bwino mu Novembala pa -0.1%. Ndi ndalama zomwe mumapeza ndi 0.6% YoY. Chidaliro cha ogula ku Japan chikuyembekezeka kukwera pang'ono mpaka 45. Kuvomerezeka kwa zomanga ku Australia kudakulirakulira kwambiri YoY, mpaka 18.4% mpaka Novembala, chiwonetsero chaposachedwa cha Disembala sichikuyembekezeka kuchepa kwambiri. Kuwerenga kwa ulova ku Disembala ku December sikuyenera kusintha mpaka 3.2%, kugulitsa kwa malonda kudatsika kwambiri ku Switzerland mu Novembala, kutsika -3%, kusintha kwakanthawi kukuyembekezeredwa.
Kupanga kwa mafakitale aku Germany mosayembekezeka kudagwa mu Novembala ndi -1.4%, ndi 2.7% YoY, kusintha kukuyembekezeredwa. Ndalama zotsika mu Novembala zamalonda mu Novembala komanso zochulukirapo zaakaunti zikuyembekezeka kukwera kuposa kuwerengetsa kwa $ 18b Okutobala. Mitundu yaposachedwa kwambiri yotumizira kunja ndi kuyika ku Germany imasindikizidwanso. Mulingo waposachedwa wa kusowa kwa ntchito ku Eurozone pakadali pano ndi 8.8%, kuchuluka kwa Novembala kukuyembekezeredwa kuti sikungasinthe.
Lachitatu tsango la zidziwitso zaku China limasindikizidwa, kuphatikiza ngongole zomwe zidapangidwa ku Yuan mu Disembala ndi chiwerengero chaposachedwa cha CPI, pakadali pano pa 1.7% zomwe zikuyembekezeka kukwera mpaka 1.9%. Zomwe zimachitika ku China sizikhudza kwenikweni masheya apadziko lonse komanso misika ya FX posachedwa, pokhapokha chiwerengerocho chitatulutsidwa. Pomwe malingaliro akuwonekera pamisika yaku Europe 'kutseguka, mphindi zakumsonkhano waposachedwa wa ECB / misonkho yokhazikitsidwa ikasindikizidwa, amalonda adzaunika zomwe zatithandizapo, potengera kuchepa kwa APP (pulogalamu yogula katundu), komanso pamwamba pazodzipereka zomwe zachitika kale, kapena zidziwitso zokhudzana ndi chiwongola dzanja chomwe chikukwera mu 2018.
Ndi gawo lotanganidwa kwambiri pazidziwitso zaku UK Lachitatu, ziwerengero za: mafakitale, kupanga ndi zomangamanga zitha kuwulula ndikukayika kwa Brexit komwe kukuwonongeka komanso kuwonongeka. Zolephera zosiyanasiyana zamalonda mu Novembala zimasindikizidwanso ku UK, monganso kuyerekezera kwaposachedwa kwa Disembala NIESR kwakukula kwa GDP yaku UK, kuyerekezera koyambirira kunali 0.5% QoQ.
Lachitatu ndi tsiku lotanganidwa kwambiri pazolemba ndi zochitika zachuma ku USA; mitengo yakunja, mitengo yotumiza kunja, zogulitsa zambiri ndi malonda ogulitsa. Zolemba zaposachedwa komanso zopanda mafuta mpaka Januware 5 zidzasindikizidwanso ndipo WTI ikuphwanya $ 61 pa mbiya koyamba kuyambira 2015, kuchuluka kwa mafuta kuyang'aniridwa. Mkulu wa USA Fed Bullard apereka chilankhulo ku USA pazachuma, ku St. Louis.
Lachinayi akuchitira umboni zakupezeka kwaposachedwa kwa Novembala kwaogulitsa ku Australia komwe kudasindikizidwa, akuyembekezeka kupereka kuwerenga kofanana ndi kukula kwa 0.5% komwe kudawululidwa mu Okutobala. Zogulitsa zaposachedwa kwambiri ku Japan zichitika Lachinayi m'mawa, pambuyo pake zikwangwani zotsogola komanso mwangozi ku Japan zatulutsidwa. Kuwerenga kwa GDP pachaka kwa Disembala kwa Disembala kuyenera kuti sikungasinthe, kuchokera pakuwerenga kwaposachedwa kwa 1.9%, pomwe kuchuluka kwa mafakitale ku Eurozone YoY kukula kwa Novembala kuyenera kuyandikira 3.7% yomwe idalembedwa kale. UK BoE ipereka kafukufuku wawo waposachedwa pankhani zangongole ndi ngongole, ofufuza zamisika ndi omwe adzagulitse ndalama azisinkhasinkha ndikumvetsera zomwe zatchulidwazo, kuti athe kuwongolera momwe banki yayikulu ikuwonera momwe Brexit ingakhudzire chuma cha UK komanso zomwe banki ikhoza kuchita kuti muchepetse kuwonongeka kulikonse.
Kuchokera ku USA tilandila ziwerengero zaposachedwa kwambiri za PPI, zomwe zikuwonetsa ngati USA ikupanga kukokomeza kwamphamvu kapena kukwera mtengo chifukwa chokwera mtengo kwa zogulitsa kunja, zomwe zikukweza mitengo yazopanga. Deta yoyamba yopanda ntchito komanso yopanda ntchito idzatulutsidwanso, ndipo mochedwa madzulo mkulu wa Fed Dudley akukamba za malingaliro azachuma ku USA.
Pa Lachisanu m'mawa, mkati mwa gawo la Asia, ziwerengero zaposachedwa kwambiri ku China pa: zogulitsa kunja, kutumizira kunja komanso kugulitsa malonda mu Disembala zimasindikizidwanso. Zambiri pazachuma ku USA zimasindikizidwa masana, kuphatikiza ziwerengero zaposachedwa, zosiyanasiyana za CPI, mwezi ndi chaka. Pakadali pano ikuyenda pa 2.2% ndi 1.7% (kupatula chakudya ndi mphamvu), ziwerengerozi zidzayang'aniridwa kuti zitsimikizire ngati inflation ikuwonjezeka munthawi yochepa, ilimbikitsa FOMC / Fed kukweza mitengo koyambirira kuposa momwe zidanenedweratu mu 2018. Zogulitsa zamalonda zikuyembekezeredwa kugwera ku 0.3% mu Disembala, kuchokera ku 0.8% mu Novembala. Zambiri zamabizinesi azisindikizidwa ndipo sabata yogulitsa imatseka ndi Baker Hughes rig count, poyang'aniridwa mochulukira, chifukwa chakukwera kwamitengo yamafuta a WTI m'masabata apitawa.
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