ISITHOMBE SOKUMAKISHA SOKUQALA ISONTO 29 / 1-2 / 2 | Idatha yase-USA igxila kakhulu, njengoba i-FOMC ihlangana ukunquma inqubomgomo yamazinga wenzalo, ngenkathi abahlaziyi belindele ukwenziwa ngcono kwezinombolo zomsebenzi zikaJanuwari ze-NFP

UJan 26 • Ingabe i-Trend Still Friend Yakho • Ukubukwa okungu-5770 • Amazwana Off ku-WEEKLY MARKET SNAPSHOT 29 / 1-2 / 2 | Idatha yase-USA igxila kakhulu, njengoba i-FOMC ihlangana ukunquma inqubomgomo yamazinga wenzalo, ngenkathi abahlaziyi belindele ukwenziwa ngcono kwezinombolo zomsebenzi zikaJanuwari ze-NFP

Esontweni eligcwele ukukhishwa kwedatha yezomnotho enomthelela omkhulu, iFrance ne-Eurozone ziletha izibalo zazo zakamuva ze-GDP ngoLwesibili, okulindelwe ukuthi bobabili bahlale bengashintshiwe, kanti ukufundwa kwe-inflation okukhulu (i-CPI) kwe-Eurozone kulindeleke ukuthi kungashintshi ku 1.4%. Ukufundwa kokuzethemba kwakamuva e-USA kuzodalulwa, esontweni lapho i-FOMC izomemezela khona isinqumo sakamuva senzalo, ngemuva kwalokho ikomidi lizoba nengqungquthela ebhunga ngenqubomgomo yemali yesikhathi esizayo. Izinombolo zakamuva ze-NFP zizolethwa ngoLwesihlanu, njengoba nezinga labantu abangasebenzi kulindeleke ukuthi lihlale lingashintshiwe. Abahlaziyi bazophinde bagxile kwinani leGDP lakamuva laseCanada, uma kukhulunywa ngokukhula komnotho okuhlaba umxhwele ngo-3.4% ngonyaka wezi-2017.

Kukhona isihlenga sama-PMI esishicilelwe kuleli sonto elizayo, uchungechunge lokuqala lonyaka luvame ukukhomba amazinga wamanje wethemba eliboniswe ngabaphathi bezokuthenga. Ngokunjalo ukufundwa kwe-ISM, ikakhulukazi i-USA, nakho kuyizinkomba ezihamba phambili zokuthi bobabili imizwa futhi bese kuthi ukufundwa kwezomnotho kwedatha kanzima, kungabhekelwa esikhathini esifushane kuya kwaphakathi.

UMsombuluko kuqala ngokufundwa kwenkomba yokungenisa kwakamuva kusuka eJalimane, kulandelwe imininingwane yakamuva yamasonto onke evela ebhange elikhulu laseSwitzerland, maqondana nezinga lediphozi. Imali engenayo yomuntu siqu kanye nokusetshenziswa kwemali e-USA kuzobhekelwa eduze ngezimpawu zokuthi umthengi wase-USA usasebenzisa imali, imali engenayo kulindeleke ukuthi ikhombise ukukhuphuka kuka-0.3% ngoDisemba, kanti izindleko zehle zaya ku-0.5% ngenyanga, ngesikhathi esifanayo. Ukufundwa kokukhiqizwa kwe-USA Dallas kuvala izindaba zeMelika ngalolo suku, kulindeleke ukuthi kwehlele ku-25.3 ngoJanuwari. Ukunakwa bese kuphendukela emnothweni waseNew Zealand; ukungenisa ngaphakathi, ukuthunyelwa kwamanye amazwe kanye nebhalansi yezohwebo. Izinga lokungasebenzi eJapan kulindeleke ukuthi lihlale ezingeni eliseduze noma eliseduze no-2.7%, nokusetshenziswa kwemali yasendlini i-YoY (kuze kube nguDisemba), kulindeleke ukuthi ihlale ku-1.7%, ukuhwebelana okuthengiswayo kulindeleke ukuthi kuhlale ku-2.2% ukukhula ngonyaka.

NgoLwesibili ofakazi baseFrance bashicilela ukufundwa kwayo kokugcina kwe-Q4 GDP ngonyaka we-2017, okulindelwe ukuthi kufundwe u-0.5%, okuholele ekubikezelweni kwe-2.2% YoY. Ukuthunyelwa kwangaphandle, ukungeniswa kwangaphandle nokubuka ukuthengisa / ukuthunyelwa kwamanye amazwe kwembulelwa umnotho waseSwitzerland. Kusuka e-UK sizokwamukela imininingwane yakamuva: isikweletu sabathengi, ukubolekwa okuphephile, ukugunyazwa kwempahla kanye nokunikezwa kwemali. Ukushicilelwa kokuzethemba kwedatha okuningana kwe-USA kuyashicilelwa, kufaka phakathi ukufundwa kokuzethemba kwezimboni kanye nezinsizakalo. I-GDP YoY yakamuva efundelwa i-Eurozone izovezwa, kulindeleke ukuthi ihlale cishe ku-2.6%. Ukufundwa kwakamuva kwe-CPI yaseJalimane kuzodalulwa, kulindeleke ukuthi kuhlale kuseduze nokufundwa kwe-1.7% okurekhodwe ngoDisemba. Ukufundwa kwezintengo ezehlukene zohlobo lwe-Case Shiller kuzokwenzelwa i-USA, kanjalo nokufundwa kokuthenjwa kwabathengi kwakamuva ngoJanuwari, okucatshangwe ukuthi kuzonyuka kancane ngo-123. Imicimbi yekhalenda yezomnotho yosuku lwangoLwesibili iyavalwa ngezibalo zokukhiqiza ezimbonini zaseJapan.

NgoLwesithathu ekuseni sizokwamukela idatha yakamuva ye-CPI yase-Australia, njengamanje ku-1.8% akulindelekile ukuthi kube khona ushintsho. Njengoba iChina isanda kumemezela ukukhuphuka okuncane kwe-GDP kuya ku-6.3%, abahlaziyi bazoqapha i-PMI yakamuva yokukhiqiza ngoJanuwari ukukala uma kunezinkinga ezithile zohlelo nabaphathi bokuthenga, ukufundwa kokugcina kufike ku-51.6. Ukuthengwa kwamabhondi okuhlukahlukene yi-BOJ kuzocutshungulwa ukuze kutholakale ukuthi ukuncishiswa kwemali kungancishiswa, ukuqala kwezindlu kanye nemininingwane yama-oda wokwakha evela eJapan nayo izohlaziywa ngokucophelela. Njengoba kuzobhekelwa eYurophu izibalo zakamuva zokungasebenzi kwabantu baseJalimane kulindeleke ukuthi zingakhombisi zinguquko, kusukela ezingeni elikhona njengamanje elingu-5.5%, izinga labangasebenzi e-Eurozone kulindeleke ukuthi lihlale ku-8.7%. I-CPI yendawo ye-euro kulindeleke ukuthi ihlale ezingeni layo lamanje le-1.4%.

Idatha yaseNyakatho Melika iqala ngokufaka izicelo zangempelasonto zempahla; kulindeleke ukuthi yehle ngenxa yezici ezithile zonyaka, izibalo zokukhula kokuqashwa kwe-ADP kulindeleke ukuthi zehle ziye emisebenzini engu-183k edaliwe, kuqhathaniswa nama-250k ngoDisemba. Isibalo seGDP sakamuva seCanada kulindeleke ukuthi siveze ukuthi ukukhula kugcinwe ku-3.4% YoY. Ukufundwa okuhlukahlukene kwedatha yase-USA kufaka phakathi; izinqolobane zamandla nokuthengiswa kwekhaya, kuqala isimemezelo senzalo sakamuva esivela ku-FOMC, isibikezelo sokuhlala ku-1.5%.

On NgoLwesine kuzoshicilelwa ukungeniswa kwakamuva nokungeniswa kwezinkomba kwamanye amazwe e-Australia, njengoba kuzoba ukugunyazwa kwesakhiwo, inyanga nenyanga nonyaka unyaka nonyaka. I-PMI yokukhiqiza yaseCaixan kulindeleke ukuthi ihlale ngesibalo esifana nesikaDisemba 51.5. Njengoba izimakethe zase-Europe zivula izibalo zakamuva zokuthengisa zaseSwitzerland zizovezwa, kulindeleke ukuthi zithuthukiswe ku -0.2% isibalo seYoY esishicilelwe ngoDisemba. I-PMI yokukhiqiza yamaSwitzerland kulindeleke ukuthi ihlale cishe ku-65.2. Kukhona iqoqo lama-PMI akhiqiza uFebhuwari ashicilelwe eminothweni eminingi ehamba phambili yaseYurophu; I-Italy, iJalimane, iFrance, i-UK kanye nendawo ebanzi ye-Eurozone. Ukufundwa kweJalimane kulindeleke ukuthi kungene ngo-63.3 ngoFebhuwari, kubhekwe njalo, kunikezwe isikhundla seJalimane njengenjini yokukhula endaweni. I-PMI yokukhiqiza yaseCanada nayo izoshicilelwa.

Njengoba ukugxila kuhambela e-USA kuzodalulwa idatha yakamuva yezimangalo engenamsebenzi, kuzofundwa iMarkit PMI ne-ISM yokukhiqiza; ukufundwa kwe-ISM kulindeleke ukuthi kwehlele ku-58.9. Ukusetshenziswa kwemali yokwakha e-USA kulindeleke ukuthi kwehle ku-0.4% ngoDisemba.

FridayUmcimbi omkhulu wezindaba zekhalenda lezomnotho ubandakanya umbiko wakamuva wezinombolo zomsebenzi we-NFP, ukuphrintwa kwe-NFP ngoDisemba izimakethe ezidumazile ezingena ngo-148k, isibikezelo esokuthuthuka sibe ngu-165k. Izinga labantu abangasebenzi e-USA kulindeleke ukuthi liqhubeke lingashintshi libe ngu-4.1%, kanti isilinganiso semali etholwa ngehora sihlehliselwa ekukhuleni okungu-0.2%, okungaba nomthelela ezingeni lokukhula kwaminyaka yonke kwamanje elingu-2.5%. Ama-oda efekthri kulindeleke ukuthi ehlele ku-0.6% ngoDisemba, kusuka kuma-1.6% aqoshwe ngoNovemba. Ama-oda okuhlala isikhathi eside kanye nemibiko ehlukahlukene yanyanga zonke yaseMichigan ibika, kanye ne-Baker Hughes rig rate count yakamuva, kuqeda idatha yezomnotho yaleli sonto.

Amazwana zivaliwe.

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