Ukugxila kuphendukela e-Japan nase-yen ngesikhathi samaholide, njengoba ukunikezwa kwedatha kwase-Europe nase-US kubuyela emuva
Kuyisonto elithule kakhulu lezindaba zekhalenda lezomnotho, ngenxa yesikhathi samaholide e-Xmas, nokho, izindaba zezomnotho zase-Asia (ikakhulukazi ezivela eJapan), ziza ziqine futhi zisheshe futhi zizobandakanya isibalo se-CPI sakamuva, esihlale siphansi kakhulu ngo-0.2% minyaka yonke, ngaphandle kwezinyathelo ezahlukahlukene zokuvuselela ezenziwa njengengxenye yohlelo lwezomnotho luka-Abe omkhulu;
I-Abenomics (ア ベ ノ ミ ク ス Abenomikusu) ibhekisa kuzinqubomgomo zezomnotho eziphakanyiswe nguShinzō Abe kusukela okhethweni lukazwelonke lwangoDisemba 2012, olwakhetha u-Abe ukuba abe sesikhundleni sakhe sesibili njengoNdunankulu waseJapan. I-Abenomics isuselwa phezu "kwemicibisholo emithathu" yokwehlisa imali, ukugqugquzela izimali kanye nokuguqulwa kwesakhiwo.
Njengomphumela wokugxila eJapan, ngenkathi izindaba zezomnotho ezivela eYurophu nase-USA zihlehla, i-yen kungaba yimali esalokhu igqame kakhulu ngesonto elizayo, kuze kube yilapho izimakethe zezimali nezimali zeFX zivulwa ngokugcwele.
Ngokwezindaba zase-Europe; I-CPI yaseJalimane kanye nenkomba yamanani ezindlu yase-UK yakamuva, ngokusho kweNationalwide Bank / Building Society, yizindaba ezivelele kakhulu. Kusuka e-USA ukufundwa kokuzethemba kwabathengi beBhodi Yenkomfa kusabhaliswa njengomunye wemiphumela ephezulu kakhulu, idatha ethambile, ukufundwa kwemizwa okutholakalayo. Izilinganiso ezahlukahlukene zamanani entengo ezindlini zeCase-Shiller zizoshicilelwa i-USA, abahlaziyi bazodlula le datha namanye amamethrikhi wezindlu ahlukahlukene ashicilelwe muva nje, kufaka phakathi i-NAHB nezinye izindaba ezikhuthazayo maqondana: ukuqala kokwakhiwa kwezindlu, izimvume nokuqedwa, ukuze kukalwe izinga lokushisa jikelele lekhono lezakhamizi zase-US kanye nesifiso sokuthatha amazinga amasha aphezulu esikweletu sempahla.
NgeSonto kuqala isonto ngamanani wokungenisa we-YoY waseJalimane, okulindeleke ukuthi angene ku-2.7%, lesi sibalo sibhekelwe ukuzinza, njengoba isikhundla seJalimane njengendlu yamandla ethunyelwayo, sifuna ukuthi izindleko zokungenisa izinto zokusetshenziswa zihlala ziphansi ngokungaguquki.
UMsombuluko wusuku oluphethwe yizindaba zekhalenda lezomnotho laseJapan; isibalo sakamuva sanyanga zonke nonyaka se-CPI, njengamanje sikwi-0.2% YoY yize kube nempumelelo engatheni yohlelo lwe-Abenomics, izibalo zakamuva zokungasebenzi (njengamanje ezi-2.8%) futhi sizophinde sithole nemizuzu yomhlangano wakamuva wenqubomgomo yemali ye-BOJ, obanjelwe ngo-Okthoba 30-31, ongaletha phambili ukuqondiswa, maqondana nenqubomgomo yemali ngonyaka we-2018.
NgoLwesibili kuyaqhubeka nezindaba zezomnotho zaseJapan, njengoba umbusi / umphathi weBoJ ethula inkulumo eKeidanren, ngemuva kwalokho ikhalenda seligcwele izindaba ezivela e-USA. Izilinganiso zakamuva zamanani entengo yendlu ka-Okthoba Case Shiller zase-USA zizoshicilelwa, inkomba yamadolobha ahola phambili angama-20 (i-core logic) kulindeleke ukuthi ingene ekukhuleni okungu-1% ngenyanga, ne-USD S & P / Case-Shiller yase-US jikelele Isibikezelo se-Price Index (YoY) (OCT) sokuhlala siseduze nokufunda okungu-6.19% okubhaliswe ngoSepthemba. Inkomba yokukhiqiza yakamuva yeRichmond neDallas Fed nokufundwa komsebenzi kuyashicilelwa, ngakho kokubili kulindeleke ukuthi kukhuphuke ngokulingene.
NgoLwesithathu kuqala ngezibalo zakamuva zokuthengisa zaseJalimane, ezilindeleke ukuthi ziveze ukwanda kwe-2.5% YoY ngoNovemba, ngemuva kokuwa okungalindelekile kuka -1.4% ngo-Okthoba. Ukuqala kwezindlu kanye nama-oda wokwakha eJapan kulindeleke ukuthi agcine ukuqagela kwabo kwakamuva kwakamuva. Ngesikhathi sokuhweba saseNew York ukufundwa kokuzethemba kwabathengi kwakamuva kweBhodi Yenkomfa kushicilelwa, ochungechungeni lokukhishwa kwanyanga zonke kweBhodi Yenkomfa, le metric yokuzethemba iba njengayo evelele kakhulu. Kusalindwe ukuthengiswa kwekhaya e-USA, kokubili nyangazonke nonyaka, kulindeleke ukuthi kugcinwe amazinga akhula njengamanje. Isihlenga sokukhishwa kwedatha yezomnotho, esiphathelene nomnotho waseJapan, sivala usuku; izibalo zokukhula kwezimakethe, ukuthengwa kwamabhondi kanye nezibalo zakamuva zokukhiqiza zezimboni zizoshicilelwa, kanti isibikezelo sakamuva sizohlala sisondele kwinani lokukhula kweYoY elingu-5.9%, elivezwe ngo-Okthoba.
NgoLwesine ukunakwa kuphendukela emnothweni wase-UK, lapho izibalo zakamuva zamanani entengo ezindlini kulindeleke ukuthi ziveze inani lokukhula kwe-YoY 2%, lehle lisuka ku-2.5%. Kwezinye izindaba zase-Europe i-ECB izoshicilela umbiko wayo wakamuva wezomnotho. Okusele kosuku kuphethwe yizindaba zekhalenda lezomnotho lase-USA; izibalo zamabhalansi ezentuthuko esezingeni eliphakeme, izinhlu zezimpahla ezisezingeni eliphakeme, izimangalo zokuqala nezingasebenzi ezingasebenzi kanye nezinhlu ezahlukahlukene zamandla.
NgoLwesihlanu kufakazelwa izibalo zakamuva zemikhakha ezimele yase-Australia ezishicilelwayo, kukhishwa izibalo zokunikezwa kwemali ze-Eurozone, isibalo seCPI YoY saseGerman sizoshicilelwa, okulindelwe ukuthi kwehle kube ngu-1.5% minyaka yonke ngoDisemba, kusukela ku-1.8% ka-YoY. Idatha yekhalenda lezomnotho lamasonto onke iyavalwa nge-Baker Hughes rig count, yakamuva okufundwa okungaguqula intengo kawoyela lapho ikhululwa.
« Igolide liyaqhubeka nokululama kwakamuva, i-euro iphakama iqhathaniswa nontanga, izimali ezinkulu zaseYurophu zithengiswa kakhulu, izimali zaseMelika ziwa ngemuva kokuthi uhlelo lokunqunywa kwentela luthola ukukhanya okuluhlaza AbakwaSterling bahweba phansi yize bekukhona uhulumeni wakamuva wase-UK. ungqongqoshe uxosha, idola laseMelika lenyuka njengoba izindaba ezinhle zomnotho ziholela enkolelweni yokuthi inzalo izokhuphuka kakhulu ngo-2018 »
