Septhemba 19 • Amazwana eMakethe • Ukubukwa okungu-8781 • 1 Comment ku-Terminal Velocity, i-IMF neGoldman Sachs Do The Math
Amabhange ayishumi amakhulu aseJalimane adinga ama-euro ayizigidi eziyizinkulungwane ezingama-127 zamarandi enziwe imali eyengeziwe iphephandaba laseJalimane iFrankfurt Allgemeine Sonntagszeitung libike ngempelasonto, ecaphuna ucwaningo olwenziwe yisikhungo socwaningo lwezomnotho iDIW. Leli phephandaba licaphune uDorothea Schaefer, umqondisi ocwaningwayo ohlonishwayo wezimakethe zezezimali kwa-DIW, obikezela ukuthi isilinganiso semali yamabhange emali esilinganisweni kudingeka sinyuke (okungenani) ngamaphesenti amahlanu. Lesi simangalo esisha sivuselele imibuzo ephakanyiswe yi-IMF ngasekupheleni kuka-Agasti, ekuqaleni kuka-Septhemba abaphakamise ukuthi ukushoda kwemali eyimali amabhange aseYurophu abhekene nayo kwakungu- € 5 billion. Uma amabhange ayishumi aphezulu aseJalimane edinga ama- € 200 billion ashiya kuphela amanye ama- € 127 billion ukwakha izinqolobane zamanye amabhange aseYurophu ahamba phambili, afundeka njenganethemba elibi kakhulu.
Ngaleso sikhathi isimangalo se-IMF sathola impendulo evuthayo ngongqongqoshe abathile bezezimali, u-Elena Salgado waseSpain esola i-IMF ngokwenzelela. UMqondisi Ophethe we-IMF uChristine Lagarde naye ugxeke kakhulu abenzi bezinqubomgomo zase-Europe ngemuva kokucela ukuthi kuphoqelelwe ukwakhiwa kabusha kwamabhange ase-Europe ngemuva nje kokugcotshwa kwakhe ngokushesha. Lezi zimangalo zokwakhiwa kabusha kwemali zisekela izimangalo zomhlaziyi weGoldman Sachs nezeluleko zokuthi kudingeka kube nobunye ku-'mega 'QE kanye nokukhokhelwa eYurophu okungama- € 1 trillion kungenjalo kuzoba nezicelo eziningi' zokucela isitsha 'ngaphakathi kwamabili iminyaka uma imizuliswano elandelayo ye-QE nokuphuma kwebheyili ingekho ngokwanele. U-Alan Brazil, usomaqhinga kumnyango wezohwebo eGoldman Sachs, ushicilele umbono wakhe kumakhasimende akhe e-hedge fund embikweni wamakhasi angama-54 ekuqaleni kukaSepthemba.
Lo mbono wenanelwa phambilini yinhloko yangaphambilini ye-IMF uDominic Strauss Kahn, owayenomqondo wokuphakamisa ukuthi izinsuku zokubusa kwamadola, njengemali ebekelwe umhlaba wonke, seziphelile .. UDSK wabe eselahlekelwa indiza yakhe ephuma kuJFK. Ukuphinda avele ngempelasonto, ngesikhathi sokuqala sethelevishini yaseFrance, waphinda futhi waphakamisa ukuthi izinkinga zaseGrisi zazingenakunqobeka futhi zingaxazululeki, empeleni intaba yabo eyodwa yezikweletu ayinakulinganiswa. Umbono ophusile obheka iGrisi njengamanje ukhokha ama-25% ukuze uboleke imali esikhathini esiyiminyaka eyishumi.
Amasheya aseYurophu awele kakhulu ekuhwebeni kwasekuseni. Ukwehlulwa kokhetho lwesifunda koshansela waseJalimane u-Angela Merkel, ukwesulwa kokuvakashela e-USA nguNdunankulu waseGrisi uGeorge Papandreou kanye nokungabi bikho kwamasu ahambisanayo (ngemuva kwezinsuku zemihlangano yoNgqongqoshe wezeziMali ePoland) kuphinde kwaphakamisa ukukhathazeka ngenkinga yesikweletu sesifunda . I-STOXX yehle ngo-2.28%, i-DAX yehla ngo-2.63%, i-CAC yehla ngo-2.27% kwathi i-ftse yehla ngo-1.8%. Umkhakha webhange lase-Europe uthintekile njengoba kuphindeka kwavela imibuzo yesixazululo sesikhathi eside. Lokhu kuwa kwandulelwe ukuwa kwesigcawu se-Hang Seng savala u-2.76%, i-CSI yavala u-2.0%. INikkei ivale u-2.25%. Ikusasa le-SPX lansuku zonke lisikisela ukuthi iseshini yokuhweba yaseNew York izohweba nge-SPX ivule u-1.5%.
"Umhlangano wangempelasonto we-EU awuzange uveze isinqumo esinqunyiwe futhi ukungabi bikho komkhombandlela kuzodala imibuzo mayelana nokuxazululwa kwesixazululo," kusho uLena Komileva, iphini likamongameli omkhulu, imali yamanye amazwe eBrown Brother Harriman. "Silindele ukuthi i-euro iphinde ibuyise inani elisezingeni eliphansi lika-Sep 12 elingaphansi nje kuka- $ 1.35 ezinsukwini ezizayo." I-euro yacwilisa kafushane ngaphansi kwezinga layo lokusekelwa eduze ne- $ 1.3664, Ishaye umkhombe wezinyanga eziyisikhombisa ka- $ 1.34949 kungxenyekazi yokuhweba ngoSepthemba 12; ngoMsombuluko, yehle yafika ku- $ 1.3645.
Ukukhishwa kwedatha okuzothinta izikhathi zokuhweba zase-USA (kungaphinda futhi) kusitshekelwe yinqunto ebalulekile yezomnotho kanye nomhlangano wezinsuku ezimbili weFed oqala ngoLwesibili. I-Fed kungenzeka ichaze uhlelo lokuthenga izibambiso zesikhathi eside futhi inikeze umfutho wokuzethemba ngesikhathi somhlangano wayo wezinsuku ezimbili wenqubomgomo. Okuwukuphela kokushicilelwa okubalulekile namuhla ukwakha kuqala e-USA, i-NAHB iyinkomba esuselwa kusampula labakhi bezindlu abamele ukuthengiswa kwekhaya nokulindelwe ukwakhiwa kwesikhathi esizayo.
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I-Terminal Velocity, i-IMF neGoldman Sachs Do The Math
Septhemba 19 • Amazwana eMakethe • Ukubukwa okungu-8781 • 1 Comment ku-Terminal Velocity, i-IMF neGoldman Sachs Do The Math
Amabhange ayishumi amakhulu aseJalimane adinga ama-euro ayizigidi eziyizinkulungwane ezingama-127 zamarandi enziwe imali eyengeziwe iphephandaba laseJalimane iFrankfurt Allgemeine Sonntagszeitung libike ngempelasonto, ecaphuna ucwaningo olwenziwe yisikhungo socwaningo lwezomnotho iDIW. Leli phephandaba licaphune uDorothea Schaefer, umqondisi ocwaningwayo ohlonishwayo wezimakethe zezezimali kwa-DIW, obikezela ukuthi isilinganiso semali yamabhange emali esilinganisweni kudingeka sinyuke (okungenani) ngamaphesenti amahlanu. Lesi simangalo esisha sivuselele imibuzo ephakanyiswe yi-IMF ngasekupheleni kuka-Agasti, ekuqaleni kuka-Septhemba abaphakamise ukuthi ukushoda kwemali eyimali amabhange aseYurophu abhekene nayo kwakungu- € 5 billion. Uma amabhange ayishumi aphezulu aseJalimane edinga ama- € 200 billion ashiya kuphela amanye ama- € 127 billion ukwakha izinqolobane zamanye amabhange aseYurophu ahamba phambili, afundeka njenganethemba elibi kakhulu.
Ngaleso sikhathi isimangalo se-IMF sathola impendulo evuthayo ngongqongqoshe abathile bezezimali, u-Elena Salgado waseSpain esola i-IMF ngokwenzelela. UMqondisi Ophethe we-IMF uChristine Lagarde naye ugxeke kakhulu abenzi bezinqubomgomo zase-Europe ngemuva kokucela ukuthi kuphoqelelwe ukwakhiwa kabusha kwamabhange ase-Europe ngemuva nje kokugcotshwa kwakhe ngokushesha. Lezi zimangalo zokwakhiwa kabusha kwemali zisekela izimangalo zomhlaziyi weGoldman Sachs nezeluleko zokuthi kudingeka kube nobunye ku-'mega 'QE kanye nokukhokhelwa eYurophu okungama- € 1 trillion kungenjalo kuzoba nezicelo eziningi' zokucela isitsha 'ngaphakathi kwamabili iminyaka uma imizuliswano elandelayo ye-QE nokuphuma kwebheyili ingekho ngokwanele. U-Alan Brazil, usomaqhinga kumnyango wezohwebo eGoldman Sachs, ushicilele umbono wakhe kumakhasimende akhe e-hedge fund embikweni wamakhasi angama-54 ekuqaleni kukaSepthemba.
Lo mbono wenanelwa phambilini yinhloko yangaphambilini ye-IMF uDominic Strauss Kahn, owayenomqondo wokuphakamisa ukuthi izinsuku zokubusa kwamadola, njengemali ebekelwe umhlaba wonke, seziphelile .. UDSK wabe eselahlekelwa indiza yakhe ephuma kuJFK. Ukuphinda avele ngempelasonto, ngesikhathi sokuqala sethelevishini yaseFrance, waphinda futhi waphakamisa ukuthi izinkinga zaseGrisi zazingenakunqobeka futhi zingaxazululeki, empeleni intaba yabo eyodwa yezikweletu ayinakulinganiswa. Umbono ophusile obheka iGrisi njengamanje ukhokha ama-25% ukuze uboleke imali esikhathini esiyiminyaka eyishumi.
Amasheya aseYurophu awele kakhulu ekuhwebeni kwasekuseni. Ukwehlulwa kokhetho lwesifunda koshansela waseJalimane u-Angela Merkel, ukwesulwa kokuvakashela e-USA nguNdunankulu waseGrisi uGeorge Papandreou kanye nokungabi bikho kwamasu ahambisanayo (ngemuva kwezinsuku zemihlangano yoNgqongqoshe wezeziMali ePoland) kuphinde kwaphakamisa ukukhathazeka ngenkinga yesikweletu sesifunda . I-STOXX yehle ngo-2.28%, i-DAX yehla ngo-2.63%, i-CAC yehla ngo-2.27% kwathi i-ftse yehla ngo-1.8%. Umkhakha webhange lase-Europe uthintekile njengoba kuphindeka kwavela imibuzo yesixazululo sesikhathi eside. Lokhu kuwa kwandulelwe ukuwa kwesigcawu se-Hang Seng savala u-2.76%, i-CSI yavala u-2.0%. INikkei ivale u-2.25%. Ikusasa le-SPX lansuku zonke lisikisela ukuthi iseshini yokuhweba yaseNew York izohweba nge-SPX ivule u-1.5%.
"Umhlangano wangempelasonto we-EU awuzange uveze isinqumo esinqunyiwe futhi ukungabi bikho komkhombandlela kuzodala imibuzo mayelana nokuxazululwa kwesixazululo," kusho uLena Komileva, iphini likamongameli omkhulu, imali yamanye amazwe eBrown Brother Harriman. "Silindele ukuthi i-euro iphinde ibuyise inani elisezingeni eliphansi lika-Sep 12 elingaphansi nje kuka- $ 1.35 ezinsukwini ezizayo." I-euro yacwilisa kafushane ngaphansi kwezinga layo lokusekelwa eduze ne- $ 1.3664, Ishaye umkhombe wezinyanga eziyisikhombisa ka- $ 1.34949 kungxenyekazi yokuhweba ngoSepthemba 12; ngoMsombuluko, yehle yafika ku- $ 1.3645.
Ukukhishwa kwedatha okuzothinta izikhathi zokuhweba zase-USA (kungaphinda futhi) kusitshekelwe yinqunto ebalulekile yezomnotho kanye nomhlangano wezinsuku ezimbili weFed oqala ngoLwesibili. I-Fed kungenzeka ichaze uhlelo lokuthenga izibambiso zesikhathi eside futhi inikeze umfutho wokuzethemba ngesikhathi somhlangano wayo wezinsuku ezimbili wenqubomgomo. Okuwukuphela kokushicilelwa okubalulekile namuhla ukwakha kuqala e-USA, i-NAHB iyinkomba esuselwa kusampula labakhi bezindlu abamele ukuthengiswa kwekhaya nokulindelwe ukwakhiwa kwesikhathi esizayo.
Inkinga ye-eurozoneukuphawula kwemakethe
« Okokhelekayo Ukucabanga Ingabe Ukuhweba Ngezimali Kuyindlela Yokugembula? »