ISITHOMBE SOKUMAKethwa KWEVEKI 5/2 - 9/2 | Izinqumo zamazinga wenzalo zigxila kakhulu kuleli sonto lekhalenda elizayo njenge: Australia, New Zealand kanye namabhange amakhulu ase-UK konke kuveza izinqumo zabo
Ngemuva kokuthi i-FOMC ne-ECB behlangane kuleli sonto, ukuveza inqubomgomo yabo yokungashintshi kumazinga enzalo abalulekile, sekuyithuba lamabhange amakhulu ase-Australasia kanye ne-UK BoE, ukumemezela izinqumo zabo zakamuva. Wonke ama-CBs amathathu kulindeleke ukuthi ashiye amazinga engashintshiwe. Kodwa-ke, ukugxila (njengokujwayelekile) kusheshe kuphendukele ekulandiseni (okushicilelwe noma okulethwe ngendlela yesithangami nabezindaba) kunokuba kuthathwe isinqumo sangempela, ikakhulukazi uma kungukuthi kubanjwe isilinganiso samanje senzalo. I-UK izophinda futhi ishicilele isihlenga solwazi maqondana nalokhu: ukusilela kwemali esele, ukukhiqiza, izimboni kanye nokwakhiwa.
Kwezinye izindaba, kuningi lamaMarkit PMIs okufanele azi lapho eshicilelwa, njengoba ngaphandle kokuhlaziya idatha ethambile, lezi zinkomba eziholayo zinganikeza imininingwane ebalulekile ekuthengeni imizwa jikelele yabaphathi namazinga wethemba. Ngenkathi izinjini ezimbili zokukhula eYurophu nase-Asia; IGermany neChina, bazobe beshicilela izibalo zabo zakamuva ngokuthengwa nokuthunyelwa kwamanye amazwe.
Early UMsombuluko ekuseni kuqala ngemiphumela yezindali zobisi zaseNew Zealand, lawa ngamamethrikhi abalulekile maqondana nempilo yezomnotho iyonke yezwe, ngenxa yokuthi izwe lithembele ekuthumeleni ubisi e-Asia. Izinombolo zeJapan ze-PMI eziyinhlanganisela nezinsizakalo zizoshicilelwa, kanjalo namaCaixan PMIs aseChina, azokwakhiwa futhi nezinsizakalo, kanti isibikezelo sakamuva sizokwehlela ku-53.5 ngoJanuwari, kusukela ku-53.9. Ngemuva kokuvulwa kwezimakethe zase-Europe, ama-PMIs akamuva ahlanganisiwe nezinsizakalo ze: Italy, France, Germany, United Kingdom kanye ne-Eurozone ebanzi bazokhishwa, njengezinkomba eziholayo zalezi zinombolo eziqoqwayo ezibhekelwe noma yiziphi izimpawu zokushintsha kwemizwa, phakathi kwezimenenja zokuthenga. Ukufundwa kokuzethemba kwabatshalizimali kwe-Eurozone Sentix kuzoshicilelwa, njengoba kunjalo nangezibalo zakamuva zokuthengisa ze-EZ Markit futhi ezishicilela izinsizakalo / ama-PMIs ahlanganisiwe e-USA, ngenkathi kuvezwa i-ISM engeyona eyokukhiqiza / imisebenzi efundelwa uJanuwari, kulindeleke ukuthi inyuke kancane 56, kusuka ku-59.9.
NgoLwesibili iqala ngesihlenga sokukhishwa kwekhalenda lezomnotho ngokuphathelene ne-Australia, njenge; ukuthengisa okuthengiswayo kanye nebhalansi yezohwebo, okugcina kufinyelele esinqumweni sakamuva seReserve Bank of Australia mayelana nenani lenzalo ebalulekile (isilinganiso semali), kulindeleke ukuthi sihlale ku-1.5%. Njengoba izimakethe zaseYurophu sezilungele ukuvulwa, izibalo zakamuva zefektri yaseJalimane zizoshicilelwa, ngemuva kokukhula okungu-8.7% okurekhodwe ngoDisemba, lesi sibalo sikaJanuwari sizobhekwa ngokucophelela. I-PMI yokwakha yaseJalimane evela kwaMarkit iveziwe, njengama-PMI okuthengisa we: France, Germany, Italy kanye ne-Eurozone.
Njengoba ukugxila kuphendukela e-USA, isibalo sebhalansi yezohwebo sakamuva ngoDisemba sizolethwa; isibikezelo sokungena ngo- $ 50b. Kuvulwa amathuba emisebenzi amaJolts kanti isikhulu seFed uBullard sizokwethula inkulumo ngomnotho wase-US kanye nenqubomgomo yezimali yeFed.
Kusihlwa sithola isihlenga semininingwane. emnothweni waseNew Zealand, ikakhulukazi ophathelene nokungasebenzi nokuqashwa; isibalo sabangasebenzi kulindeleke ukuthi sihlale singashintshiwe ku-4.6%, njengoba kunjalo nesilinganiso sokubamba iqhaza ku-71.1%. Kusihlwa kuvalwa ngezibalo zakamuva zokubhuka zaseJapan, ezingene ngo- $ 1264b ngoDisemba.
NgoLwesithathu iyaqhubeka ingqikithi yezibalo zokugcina, njengoba iChina ishicilela isibalo sayo sakamuva sikaJanawari; $ 3139b ngoDisemba. Kukhululwa izibalo zabasebenzi baseJapan kanye nemali etholwa ngemali yangempela, inkomba ehamba phambili neqondanisayo ivala ukukhishwa kwedatha yaseJapan, esimisweni saseAsia (ekuseni). Njengoba iYurophu ilungiselela ukuvula, isibalo somkhiqizo wezimboni waseJalimane sishicilelwa, ngo-5.6% YoY ngoDisemba lesi sibalo kulindeleke ukuthi sihlale singashintshiwe. Iziphathimandla zaseSwitzerland zishicilela inkomba ye-real estate bubble index kanti i-SNB iveza izinqolobane zazo ngoJanuwari, izinga likaDisemba kwakungu-743b francs. Izibalo zezikweletu zabathengi zase-USA zizobhekwa ngokucophelela, ukuze kutholakale izimpawu zokuboleka kwabathengi okufinyelela emazingeni okucindezeleka, isibikezelo sokwehla okukhulu kube ngu- $ 19.3b ngoDisemba, kusukela ezingeni le-Xmas langaphambili lika- $ 27.95b kaNovemba. Idatha yesicelo semali mboleko ishicilelwa i-USA futhi ihlala kwingqikithi yezindlu, izinombolo zakamuva zaseCanada zemvume yokwakha zilethwa, abahlaziyi bazobe befuna ukuthuthuka ku -7.7% olethwe ngoNovemba.
Ibhange eliphakathi laseNew Zealand i-RBNZ lizothula isinqumo salo mayelana nenani lemali eyinhloko (yemali) yenzalo kusihlwa, isibikezelo sayo sokuhlala singashintshi ku-1.75%. Ngemuva kwalokho, kushicilelwa iqoqo ledatha elivela eJapan, okushicilelwe okuvelele kwedatha yilawa: ibhalansi yezibalo zezohwebo, imisebenzi yezimakethe yi-BOJ (ngokuya ngokuthenga ama-bond), namamethrikhi wokubolekwa kwamabhange muva nje. Ukuthengwa kwamabhondi kuzobukwa ngokucophelela, uma kuncishiswa ukwehliswa kweJapan ekuthengeni isikweletu esifushane, okungabonisa ushintsho kunqubomgomo yemali ye-BOJ, okuholele ekukhuleni kwe-yen, isikhathi esiphakathi nesikhathi eside.
NgoLwesine iqala usuku lokuhweba ngokukhishwa kwedatha enzima evela eChina; i-akhawunti yamanje, ukuthekelisa, ukungenisa, ibhalansi yezohwebo, kanye namazinga otshalomali aqondile angaphandle. Amamethrikhi wokuthumela nokungenisa abukelwa eduze kunikezwe ukubaluleka kweChina njenge (ngokusobala) igumbi lenjini lokukhula komhlaba. Isibalo sokukhula kokuzethemba kwezebhizinisi e-Australia siyashicilelwa, ngaphambi kokunaka kushintshelwe eJapan, njengoba isikhulu seBoJ uSuzuki sethula inkulumo mayelana nenqubomgomo yemali eWakayama, eza ngemuva kokudalulwa kocwaningo lwakamuva lwabalindi be-Eco, kanjalo nezibalo zakamuva zokuqothuka nezikhala zehhovisi eJapan.
Izindaba zekhalenda laseYurophu ziqala ngezaseJalimane: ibhalansi yezohwebo, ukuthekelisa, ukungenisa kanye ne-akhawunti yamanje, lolu chungechunge lwemininingwane lubhekwa ngokucophelela ngenxa yesikhundla seJalimane njengomnotho oholayo ngaphakathi kwe-EZ kanye ne-Europe ebanzi. I-ECB ishicilela umbiko wayo wakamuva, ngaphambi kwemini (GMT) i-UK BoE imemezele isinqumo sayo sakamuva ngenani lenzalo eyisisekelo, ukuvumelana okujwayelekile kungokubamba ku-0.5%, kanti izinga lokuthengwa kwempahla lisele ku- £ 435b.
Njengoba ukunaka kuphendukela eNyakatho Melika, iCanada iletha imininingwane mayelana nokuqala kwezindlu namanani ezindlu, ngokuhlwa kusihlwa iphini likambusi weBOC waseCanada uCarolyn Wilkins uzokwethula inkulumo. Njengokwesiko ngoLwesine; izinombolo zakamuva zokungasebenzi kwamasonto onke e-USA kanye nezinombolo zezimangalo eziqhubekayo zizoshicilelwa.
Friday iqala ngemininingwane yase-Australia mayelana: nemalimboleko yezindlu, ukubolekwa kwemali etshalwayo kanye nenani lemalimboleko, i-RBA iphinde ikhiphe isitatimende senqubomgomo yezimali sazo sanyanga zonke. Isibalo se-CPI yaseChina kulindeleke ukuthi sihlale ku-1.8% YoY. Njengoba izimakethe zase-Europe zivula isibalo sakamuva sabantu abangasebenzi eSwitzerland esishicilelwe, isibikezelo sizofika ngo-3.3%. Ngemuva kwalokho ukunakwa kushintshelwa e-UK njengoba kushicilelwa inani elikhulu lokukhishwa kwedatha, kufaka phakathi izibalo zanyanga zonke nezama-YoY ku: ukukhiqizwa nokukhiqizwa kwezimboni, ukwakhiwa kanye nokulinganiselwa kokushoda kwezohwebo ne-EU kanye ne-EU okungeyona inhlangano yokucwaninga kwezomnotho e-UK, i I-NIESR, iletha ukuqagela kwayo kwakamuva kokukhula kwe-GDP, okokugcina (ngo-0.6%), kufakazelwe ukuthi kuphume u-0.1%.
Njengoba ukunakwa kuphendukela ezibalweni zokuqashwa kanye nokungasebenzi kweCanada, isibalo sabantu abangasebenzi kulindeleke ukuthi sihlale ku-5.7%. Uhlu lwemicimbi yekhalenda lezomnotho lwamasonto onke luphela nge-Baker Hughes rig count kanye nemininingwane yakamuva yezohwebo neyezimpahla zangoDisemba.
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