14 ga Mayu • Sharhin kasuwancin • Ra'ayoyin 7606 • Comments Off akan Abubuwan Kalandar Kalandar Tattalin Arziki Da Tallace-tallace Bond May 14 2012
A yau, kalandar tattalin arziki ba ta da kyau sosai tare da samar da masana'antun yankin shiyyar Yuro kawai da adadi na ƙarshe na hauhawar farashin CPI na Italiya. Ministocin Kudin Tarayyar Turai sun hadu a Brussels da Spain (12/18 watan T-Bills), Jamus (Bubills) da Italia (BTPs) za su shiga kasuwa.
A yankin Euro, an yi hasashen samar da masana'antu zai tashi a wata na biyu a jere a watan Maris, amma ana sa ran saurin karuwar ya ragu.
Yarjejeniyar tana neman haɓakar 0.4% M / M a cikin Maris, rabin taki da aka yi rajista a watan Fabrairu (0.8% M / M). A watan Fabrairu duk da haka, samar da makamashi ya haɓaka saboda yanayi mai tsananin sanyi. Bayanan farko da aka fitar na ƙasa sun nuna hoto mai gauraya. Samfuran Jamusanci da na Italiyanci sun nuna sake dawowa game da yanayin, yayin da kayan Sifen da Faransanci suka faɗi a cikin Maris.
Ga yankin Yuro, mun yi imanin cewa haɗarin yana kan ɓarna na tsammanin, kamar yadda karatun EMU bai ƙunshi ɓangaren gine-gine ba, yayin da kuma masu amfani zasu iya faɗuwa.
A yau, hukumar ba da bashin Italiyanci ta buga kasuwa a cikin mawuyacin halin kasuwa. Layukan da aka bayar sune kan gudu 3-yr BTP (€ 2.5-3.5B 2.5% Mar2015) da haɗuwa na kashe gudu 10-yr BTP (4.25% Mar2020), na kan gudu 10-yr BTP ( 5% Mar2022) & kashe gudu 15-yr BTP (5% Mar2025) don ƙarin € 1-1.75B. Relativelyananan kuɗin da aka bayar, da kuma mai da hankali ga ɗan gajeren zango, yakamata ya sami damar masu saka jari (na cikin gida) su narke.
Treididdigar ishasar Finnish ta ɗora akan gudu 5-yr RFGB (€ 1B 1.875% Apr2017). Karo na biyu kenan da kasar Finland ta zo kasuwar hada-hadar kudi ta wannan shekarar. Takaddun da aka ƙaddara AAA tabbas zai iya biyan buƙatu mai kyau.
A yau, rukunin Euro (Ministocin Kudi na EMU) sun hadu a Brussels, yayin da gobe Ecofin ya haɗu. Yana iya zama taro mai ban sha'awa, yanzu tunda rikicin bashin Euro ya dawo daga rashin kasancewa gaba ɗaya.
Danniya a Girka da Spain sun fi daukar hankali. Koyaya, har ila yau zaɓen Faransa ya canza muhawara tare da haɗarin tattalin arziki. A wannan yanayin, manyan shuwagabannin EMU daban-daban sunyi magana game da yarjejeniyar haɓaka. Ministocin Kudi za su yi magana kuma su shirya yarjejeniya ta ci gaban da za a ci gaba da tattaunawa a wani cin abincin dare na “ci gaban yarjejeniya” ta shugabannin EMU kuma ya kamata a amince da su a ƙarshen Yuni na Yuni EU.
A'idar za a iya yarda da ƙarami ko lessasa, amma a kan takamaiman matakan bambance-bambance a cikin ra'ayi har yanzu suna da fadi sosai kuma wannan ma ya kamata ya zama batun batun kuɗin yarjejeniyar.
Kwamishina Rehn a karshen mako ya ce ya yi watsi da matsayin zabin karfafa tattalin arzikin. Dukansu ana buƙata. Kasashe suna buƙatar tsayawa kan tafarkin haɓaka kasafin kuɗi yayin da ake buƙatar ƙarin saka hannun jari na jama'a da masu zaman kansu. Shawarwarin Hukumar EU zuwa Spain don a ba ta ƙarin shekara guda don rage gibin zuwa 3% na GDP (a ƙarƙashin wasu sharuɗɗa) na iya zama gama gari ga wasu ƙasashe.
Idan suka aiwatar da matakan tsuke bakin aljihun da aka amince dasu kuma gibin duk da haka zai wuce abin da aka nufa, mai yiwuwa ba za a tilasta musu daukar karin matakan ba.
Jigo na biyu na taron tabbas zai kasance yanayin Girka da makomarta a cikin EMU. A ƙarshen mako, shugaban EU na Kwamitin, Barroso, ya ba da shawarar cewa Girka dole ne ta daina amfani da kudin Euro idan ba ta bi ƙa'idodin euro ba (yarjejeniyoyi, shirin ceto). Akwai wasu majiyoyi masu tasiri waɗanda suka sanya Girka don zaɓin da za ta yi aiki tare da shirin ceton ko fuskantar matsala da fita.
Muna tsammanin Girka za ta kasance a bayyane a tattaunawar Eurogroup kuma yayin da ba a bayyana ta ga jama'a ba, ya kamata a sami shirin B kan shiri. Don haka, maganganun daga baya na iya zama mai ban sha'awa.
A ƙarshe babban batun na uku shine Spain. Gwamnati ba ta da ƙarancin zaɓuɓɓuka kuma wasu irin tallafi na bangarori ya kamata su fi maraba. Koyaya, cikakken sikelin da zai nisanta su daga kasuwanni na ɗan lokaci mai yiwuwa ba zai haifar da da mai ido ba, amma wasu tallafi ga banki ta hanyar EFSF, idan ba dole sai sun bi asusun Spain ba, na iya zama mai amfani.
Muna tsoron cewa sabon shirin banki zai kasa saukaka tashin hankali a kasuwanni. Ba mu tsammanin kungiyar ta Euro ta riga ta yanke shawara / yanke shawara, amma ana iya tattauna batun.
ecofinrukunin EuroSashin TuraiGirka
« Binciken Kasuwa Mayu 14 2012 Tasirin EU Mashi A EUR / GBP »
Abubuwan Kalandar Kalandar Tattalin Arziki Da Takaddun Jarin Kuɗi Mayu 14 2012
14 ga Mayu • Sharhin kasuwancin • Ra'ayoyin 7606 • Comments Off akan Abubuwan Kalandar Kalandar Tattalin Arziki Da Tallace-tallace Bond May 14 2012
A yau, kalandar tattalin arziki ba ta da kyau sosai tare da samar da masana'antun yankin shiyyar Yuro kawai da adadi na ƙarshe na hauhawar farashin CPI na Italiya. Ministocin Kudin Tarayyar Turai sun hadu a Brussels da Spain (12/18 watan T-Bills), Jamus (Bubills) da Italia (BTPs) za su shiga kasuwa.
A yankin Euro, an yi hasashen samar da masana'antu zai tashi a wata na biyu a jere a watan Maris, amma ana sa ran saurin karuwar ya ragu.
Yarjejeniyar tana neman haɓakar 0.4% M / M a cikin Maris, rabin taki da aka yi rajista a watan Fabrairu (0.8% M / M). A watan Fabrairu duk da haka, samar da makamashi ya haɓaka saboda yanayi mai tsananin sanyi. Bayanan farko da aka fitar na ƙasa sun nuna hoto mai gauraya. Samfuran Jamusanci da na Italiyanci sun nuna sake dawowa game da yanayin, yayin da kayan Sifen da Faransanci suka faɗi a cikin Maris.
Ga yankin Yuro, mun yi imanin cewa haɗarin yana kan ɓarna na tsammanin, kamar yadda karatun EMU bai ƙunshi ɓangaren gine-gine ba, yayin da kuma masu amfani zasu iya faɗuwa.
A yau, hukumar ba da bashin Italiyanci ta buga kasuwa a cikin mawuyacin halin kasuwa. Layukan da aka bayar sune kan gudu 3-yr BTP (€ 2.5-3.5B 2.5% Mar2015) da haɗuwa na kashe gudu 10-yr BTP (4.25% Mar2020), na kan gudu 10-yr BTP ( 5% Mar2022) & kashe gudu 15-yr BTP (5% Mar2025) don ƙarin € 1-1.75B. Relativelyananan kuɗin da aka bayar, da kuma mai da hankali ga ɗan gajeren zango, yakamata ya sami damar masu saka jari (na cikin gida) su narke.
Treididdigar ishasar Finnish ta ɗora akan gudu 5-yr RFGB (€ 1B 1.875% Apr2017). Karo na biyu kenan da kasar Finland ta zo kasuwar hada-hadar kudi ta wannan shekarar. Takaddun da aka ƙaddara AAA tabbas zai iya biyan buƙatu mai kyau.
A yau, rukunin Euro (Ministocin Kudi na EMU) sun hadu a Brussels, yayin da gobe Ecofin ya haɗu. Yana iya zama taro mai ban sha'awa, yanzu tunda rikicin bashin Euro ya dawo daga rashin kasancewa gaba ɗaya.
Danniya a Girka da Spain sun fi daukar hankali. Koyaya, har ila yau zaɓen Faransa ya canza muhawara tare da haɗarin tattalin arziki. A wannan yanayin, manyan shuwagabannin EMU daban-daban sunyi magana game da yarjejeniyar haɓaka. Ministocin Kudi za su yi magana kuma su shirya yarjejeniya ta ci gaban da za a ci gaba da tattaunawa a wani cin abincin dare na “ci gaban yarjejeniya” ta shugabannin EMU kuma ya kamata a amince da su a ƙarshen Yuni na Yuni EU.
A'idar za a iya yarda da ƙarami ko lessasa, amma a kan takamaiman matakan bambance-bambance a cikin ra'ayi har yanzu suna da fadi sosai kuma wannan ma ya kamata ya zama batun batun kuɗin yarjejeniyar.
Kwamishina Rehn a karshen mako ya ce ya yi watsi da matsayin zabin karfafa tattalin arzikin. Dukansu ana buƙata. Kasashe suna buƙatar tsayawa kan tafarkin haɓaka kasafin kuɗi yayin da ake buƙatar ƙarin saka hannun jari na jama'a da masu zaman kansu. Shawarwarin Hukumar EU zuwa Spain don a ba ta ƙarin shekara guda don rage gibin zuwa 3% na GDP (a ƙarƙashin wasu sharuɗɗa) na iya zama gama gari ga wasu ƙasashe.
Idan suka aiwatar da matakan tsuke bakin aljihun da aka amince dasu kuma gibin duk da haka zai wuce abin da aka nufa, mai yiwuwa ba za a tilasta musu daukar karin matakan ba.
Jigo na biyu na taron tabbas zai kasance yanayin Girka da makomarta a cikin EMU. A ƙarshen mako, shugaban EU na Kwamitin, Barroso, ya ba da shawarar cewa Girka dole ne ta daina amfani da kudin Euro idan ba ta bi ƙa'idodin euro ba (yarjejeniyoyi, shirin ceto). Akwai wasu majiyoyi masu tasiri waɗanda suka sanya Girka don zaɓin da za ta yi aiki tare da shirin ceton ko fuskantar matsala da fita.
Muna tsammanin Girka za ta kasance a bayyane a tattaunawar Eurogroup kuma yayin da ba a bayyana ta ga jama'a ba, ya kamata a sami shirin B kan shiri. Don haka, maganganun daga baya na iya zama mai ban sha'awa.
A ƙarshe babban batun na uku shine Spain. Gwamnati ba ta da ƙarancin zaɓuɓɓuka kuma wasu irin tallafi na bangarori ya kamata su fi maraba. Koyaya, cikakken sikelin da zai nisanta su daga kasuwanni na ɗan lokaci mai yiwuwa ba zai haifar da da mai ido ba, amma wasu tallafi ga banki ta hanyar EFSF, idan ba dole sai sun bi asusun Spain ba, na iya zama mai amfani.
Muna tsoron cewa sabon shirin banki zai kasa saukaka tashin hankali a kasuwanni. Ba mu tsammanin kungiyar ta Euro ta riga ta yanke shawara / yanke shawara, amma ana iya tattauna batun.
ecofinrukunin EuroSashin TuraiGirka
« Binciken Kasuwa Mayu 14 2012 Tasirin EU Mashi A EUR / GBP »