Ama-whipsaws e-Euro amabanga abanzi ngemuva kwezimpawu ezididayo ze-ECB, izimakethe zezimali zase-USA ziyawa njengoba ukubheja kwenzalo ye-FOMC kuphela
I-euro ibhekane nesenzo sentengo esimbaqisayo uma iqhathaniswa nontanga bayo ngezikhathi zantambama njengoba i-ECB imemezele isinqumo sayo sokubeka isilinganiso futhi iveze umkhombandlela omusha ngokuya phambili. Esikhundleni sokumemezela ukwehliswa kwezinga lenzalo esikhathini esifushane, i-ECB noMongameli uMario Draghi bamangaze abahlaziyi nabahlaziyi be-FX njengoba bephakamisa ukuthi noma yiliphi izinga lingahle libanjwe kuze kube ikota lesibili lika-2020 nokuthi bazoqapha okujwayelekile izici: Ukukhula kwe-GDP, ukuqashwa kanye nokwehla kwamandla emali ngaphambi kokukhuphula uhlelo lwamanje lwe-TLTRO III.
Inqubomgomo yezimali ebukeziwe ye-ECB ithathe ababambiqhaza bezimakethe zeFX ngokumangala ngokudala isenzo sentengo ngamabhangqa amaningi okukhombise ukukhohlisa ukuhweba ngesikhathi sesikhathi santambama. I-EUR / USD ithengiswe ebangeni elibanzi, lansuku zonke, lihamba phakathi komuzwa wokuqala we-bearish nowokugcina we-bullish ngasekupheleni kokuhweba kwangoLwesine. Ngo-20: 52 pm isikhathi sase-UK lezi zithandani ezinkulu zathengisa ngo-1.114 zenyuka ngo-0.04%. Mhlawumbe ukunyakaza okuhlanzeke kakhulu kwebhangqa le-euro kuboniswe yi-EUR / CHF; ukuhweba ekuqaleni ngaphansi kwepivot-point yansuku zonke ama-cross-pair aqhekeka phezulu lapho inqubomgomo ye-ECB isakazwa, yephula izinga lesithathu lokumelana, u-R3, ukuhweba ngo-0.68%. I-DAX yaseJalimane ivaliwe -1.33%, amamethrikhi ahlukahlukene e-IFO aseJalimane aphuthelwa yizibikezelo afaka imakethe yezimali yokulingana kulo lonke elaseYurophu, njengoba kwenza nesiqondiso esisha se-ECB.
Izindaba ezinhle zezomnotho ngendlela yokuthengisa okuthengiswayo kanye nezimangalo zokungasebenzi e-USA, zenze abatshali zimali abaningi kanye nabathengisi bakholelwa ukuthi i-FOMC yayingavumi ukumemezela ukwehla kwezinga lenzalo ebalulekile okungenani ngama-25bps ngoJulayi 31. Ama-oda amasha ezimpahla eziqinile zase-US akhuphuke ngo-2% ngoJuni, ukukhula okukhulu kakhulu kusukela ngo-Agasti 2018 nokuguqula ukwehla okungu--2.3% ngoMeyi, ngenkathi kushaya okulindelwe emakethe kokukhula okungu-0.7% ngebanga elithile. Isidingo semishini sikhule kakhulu ezinyangeni ezicishe zibe ngu-18; ama-oda wezinto zokuthutha akhuphuke kakhulu, ikakhulukazi izindiza ezingezona ezomphakathi, izimoto kanye nezingxenye.
Izimangalo zakamuva zokungaqashwa okwenzeka masonto onke nokuqhubekayo nazo ziyehla, imininingwane engcono yangoLwesine kunedatha yezomnotho ebilindelwe idale ukuthi abatshalizimali bezimali baseMelika banciphise ukholo lwabo ku-FOMC ekwehliseni izinga ngesonto elizayo, ngenxa yalokho izimakethe zezimali zase-USA ezithengisiwe njengoba isikweletu eshibhile sezinkampani mancane amathuba okuthi sivele . I-SPX ivale phansi -0.51% kwathi i-NASDAQ 100 yavala -1.01%. Ngezikhathi ze-21: 15 pm isikhathi se-UK inkomba yedola, i-DXY, ithengise ngo-0.07% ku-97.80 igcina ukukhuphuka kwenyanga okungu-1.60%.
Ukugxila ngoLwesihlanu ngoJulayi 26 kuzogxila kakhulu kwizibalo zakamuva zokukhula kwe-GDP ze-USA ezizoshicilelwa yi-ejensi yezibalo ye-BEA ngo-13: 30 ntambama isikhathi sase-UK. Zombili izinhlangano zezindaba zeBloomberg neReuters zilindele ukuthi kufundwe u-1.8% we-Q2 njalo ngonyaka, wehle usuka ku-3.1% we-Q1. Ukuthi izimakethe zamazwe omabili e-USA equities nedola laseMelika zisabela kanjani, kuzoya ngokuthi isilinganiso silinganisiwe yini. Ukufunda okuphansi kangako (uma kuhlangatshezwa) kungakhuthaza i-FOMC ukuthi yehlise inani lenzalo elingaphansi kwezinga layo lamanje elingu-2.5% i-counter-intuitively ukufundwa okungalungile kwe-GDP kungaba okuthuthukayo kwama-equities kanye ne-bearish ye-USD.
Ngo-21: 30 ntambama ngoLwesine i-USD / JPY ithengise ngo-0.42% kwathi i-USD / CHF yathengisa ngo-0.63% njengoba izimali zendabuko eziyiziphephelo zivumela isikhalazo semali ebekiwe yomhlaba. I-GBP / USD ithengiswe phansi -0.24% ngo-1.245 njengoba intengo isondele ku-S1. I-EUR / GBP iqale yathengisa eduze ne-S1, kepha njengoba imizwa ye-euro iguqukile ngemuva kokusakazwa kwe-ECB, ama-cross-pair athengisa cishe ku-R1 anyuka ngo-0.30% ngosuku.
USterling wehlulekile ukuzuza kakhulu uma eqhathaniswa nanoma yibaphi ontanga njengoba iseshini yephalamende lase-UK iphele ngokusemthethweni ngoLwesine, kodwa hhayi ngaphambi kokuba uNdunankulu omusha uJohnson ethule inkulumo eyinqaba, engahleliwe eNdlu Yeminyango esongela i-EU ngokuphuma ngaphandle kwesivumelwano nangomzuzwana ukubhubhisa noma yikuphi ukuthakazelelwa kukaTheresa May okwakwakhiwe nozakwabo baseYurophu.
« Uma isibikezelo se-USA GDP sihlangatshezwa i-FOMC ingasabela ngesonto elizayo ngokushaya isilinganiso senzalo esiyisihluthulelo sibe ngu-2.00% Ukugxila kuphendukela ezibalweni zakamuva zokukhula kwe-Q2 GDP ze-USA ukuthola imikhondo ngokuya ngenqubomgomo yemali ye-FOMC ezothatha. »
