GBimar GBP a matsayin sabon Firayim Minista an nada kuma ƙimar dalar Amurka da ƙididdigar Amurka yayin da aka buga GDP zai zama babban mahimmin mako
Dangane da kuri’ar jin ra’ayin jama’a da aka gudanar a karshen mako da kamfanin gudanar da zaben na You Gov ya gudanar, masu jefa kuri’a suna da kusan kashi 75% na goyon bayan Boris Johnson ya zama Firayim Ministan Burtaniya na gaba, da kashi 25% na Jeremy Hunt. Za a sanar da shawarar zaben a ranar Laraba 24 ga Yuli duk da cewa zuwa Litinin 22nd shugabannin jam'iyyar Tory za su riga sun san sakamakon. Challengealubalen Tories shine yadda za a juya sakamakon don hana ba-yarjejeniyar Brexit girma yayin da Johnson ya hau ofis.
Kasuwannin FX na iya kasancewa sun riga sun yi farashi a cikin sakamakon na fam na Burtaniya bisa la'akari da Johnson wanda ya fi so yayin zaɓen. A madadin, bisa kasuwanni galibi masu aiki ne sabanin mai amsawa, GBP na iya tashi ko faɗuwa bisa ga jawabin karɓar farko na Johnson da majalisar ministocin da ya nada. GBP / USD har yanzu yana kasuwanci kusa da ƙananan shekarun da suka gabata waɗanda aka buga a makon da ya gabata, yayin da EUR / GBP ke cinikin kusan watanni bakwai tare da manazarta da yawa suna tsinkayar daidaito tare da duka USD da EUR idan da wuya, Johnson ya jawo Brexit yana faruwa.
Philip Hammond, kansila a ma'aikatar baitulmalin da birnin Landan ke girmamawa, tuni ya yi murabus tare da tattara jakunkunan sa maimakon jira a kore shi. Wanda zai halarci kasuwar zai binciki maye gurbinsa bisa la'akari da rashin wata hazakar da ake samu a cikin rukunin Tory (tare da garin da gogewar kudi) wadanda suke abokantaka da Johnson. Burtaniya na iya samun shugabar mata ta farko, Nicky Morgan, wacce za ta iya tabbatar da cewa ta kasance kirkirarriyar kirki ce kuma mai sanyaya rai.
Rushewar Brexit mai gudana da kuma nadin sabon PM sune manyan batutuwan asali game da Burtaniya a wannan makon. Sauran abubuwanda suka faru na kalandar tattalin arziki sun haɗa da matakan CBI daban-daban waɗanda zasu bayyana ra'ayin masana'antar Burtaniya na watan Yuli. Kamfanin dillancin labarai na Reuters yana hasashen faduwa a yawancin karatu daban-daban, an yi hasashen alamun kasuwanci na fatan zuwa -20 ga watan Yuli lokacin da za a buga karatun da karfe 11:00 na safe agogon Ingila ranar Talata. Wannan zai wakilci mai shekaru da yawa kuma ya kawo tambaya game da inganci da amincin kwanan nan bayanan ONS, wanda ya nuna cewa tallace-tallace tallace-tallace sun tashi kamar GDP.
Tattalin arzikin Amurka zai zo ne a karkashin madubin hangen nesa a ranar Juma'a yayin da ake buga sabon karatun GDP. Abun jira shine GDP ya faɗo zuwa 1.8% daga 3.1% akan tsarin QoQ na shekara don Q2. Irin wannan matakin na Q2 zai iya ba da tabbaci ga iƙirarin da ke cewa ci gaban a cikin Amurka ci gaban kuɗi ne kawai, kamar yadda aka nuna ta cikin manyan kasuwannin daidaito waɗanda ke bin bashi mai yawa. Bayanai masu oda masu dorewa da ginin gida daban da ma'aunin sake siyarwa na gida, na iya isar da manunin zurfin ƙarfin GDP na Amurka.
Manazarta, masu saka hannun jari da 'yan kasuwa za su damu da cewa akwai ƙaramin shaida da ke nuna cewa ci gaban Wall Street yana ta sauka zuwa Main Street. Koyaya, wannan makon babban taro ne don sakamakon samun kuɗi, sabili da haka, idan samun kuɗi ya doke kasuwannin daidaitattun lamura kuma ƙididdigar na iya samun hujjar buga sabon rikodin rikodin. SPX ta rasa -1.23% a makon da ya gabata yayin da NASDAQ ya rasa -1.36%. Indexididdigar dala, DXY, ta tashi da 0.35% yayin da fare-fare don ƙimar riba da FOMC ta yanke a ƙarshen Yuli ya ragu. Waɗannan fare-fare na iya ƙaruwa idan GDP adadi ya zo a 1.8% don Q2.
Akwai IHS iri-iri, Markit Eurozone PMIs da aka buga a safiyar Laraba. Mafi yawan waɗanda aka ƙididdige a matsayin ƙaramin tasiri mai tasiri ko matsakaici, manazarta da 'yan kasuwa za su mai da hankali kan masana'antar kera kaya ta Jamus ta PMI da kuma jimillar karatun gama gari don babban taron kalanda mai tasiri na ranar EZ na EZ ya haɗa da sanarwar shawarar ƙimar riba a 12:45 na dare agogon Ingila. Yarjejeniyar da aka yadu shine don riƙewa a 0.00% tare da ajiyar kuɗi don ci gaba da zama cikin ƙarancin yanki a -0.40%. Hankali zai juya zuwa ga jawabin Shugaban ECB, Mario Draghi da karfe 13:30 na dare lokacin da zai yi bayanin dalilan yanke shawara tare da samar da jagora na gaba dangane da manufofin kudin ECB. A lokacin da yake bayani ne da kuma taron manema labarai ne mai yiwuwa darajar Yuro ta sauya. EUR / USD ya sauka kusan -0.45% kowane mako yayin da ƙarfin USD ya dawo makon da ya gabata a duk faɗin hukumar.
Japan za ta bayyana sabon odar odar na'ura a watan Yuni a safiyar Talata, adadin Mayu ya kasance mai ban mamaki -38% kasa shekara a shekara. Tare da ƙarancin hauhawar farashi, ƙananan GDP da bashi v GDP na sama da 300%, tattalin arziƙin Japan yana ci gaba da tafiya da igiya. Sabbin masana'antar markit PMI na watan Yuli zasu bayyana wani cigaba bayan adadin Mayu ya nuna raguwa lokacin da adadi ya zo ƙasa da matakin 50 a 49.3.
Hasashe a cikin dolar antipodean zai haɓaka yayin da aka bayyana sabon daidaitaccen kasuwancin New Zealand, fitarwa da shigo da shi a yammacin Talata. Hakanan za'a buga ayyukan Australiya, masana'antu da kuma PMI yayin da aka fara taron cinikin Sydney. A safiyar ranar Alhamis gwamnan babban bankin Australia Mista Lowe zai gabatar da jawabi a Sydney. A dabi'a, maganganunsa game da tsarin manufofin kuɗin RBA, zai haifar da jita-jita a cikin AUD don ƙaruwa.
Kamar yadda farashin-kayayyaki duka AUD da NZD suka haɗu tare da CAD, za su kasance masu damuwa da tasirin kasuwar mai game da rikice-rikicen da ke faruwa tsakanin: Iran, Birtaniya da Amurka a cikin mashigin Hormuz. WTI ya fadi da -7.61% a cikin makon da ya gabata don ƙare mako a $ 55.6 yayin da tashin hankali ya ragu. Babban mai fitar da mai Saudiya na bukatar farashin mai zuwa $ 80- $ 85 kowace ganga domin daidaita kasafin kudinta a bana, in ji Asusun Ba da Lamuni na Duniya. Rasha ta buƙaci farashin hutu na $ 53 kamar yadda Amurka ke yi wa ƙasashen waje da dillalai.
Farashin gwal ya tashi zuwa shekara shida a yayin zaman kasuwancin makon da ya gabata, azurfa da palladium suma sun ga tashin gwauron zabi. Abubuwan yanayi kamar bukukuwa da bukukuwa a Asiya basa cikin wasa. Sabili da haka, kawai bayani mai ma'ana game da haɓakar ƙarafa masu daraja a cikin makonnin da suka gabata ya dogara ne da amincin mafaka na ƙarfe masu daraja. Copper tana ƙaruwa ne kawai da kashi 0.27% a kowace shekara don haka babu wata hujja da ke nuna cewa ƙananan ƙarfe suna fuskantar buƙatar masana'antu.
« Man fetur ya hau bayan saukar da jirgin mara matuki na Iran, kasuwannin duniya sun tashi yayin da caca ke ƙaruwa FOMC za ta sanar da rage farashin a ranar 31 ga Yuli A cikin rana mai tsayi don kalandar labarai kalandar tattalin arziki za ta juya zuwa GBP yayin da Tories ke kammala zaɓen zaɓen shugabancinsu »
