E nānā ʻia ana ke kulekele uku paneʻe kālā a Kanada i kēia pule e hiki mai ana, ke hui pū ke kikowaena kikowaena e kūkākūkā i ka piʻi aʻe i 1.25%.
Nui nā manaʻo e pili ana i ka hālāwai o ka lā ʻelua o ka Bank Of Canada e mālama ʻia ana i kēia pule aʻe, ʻo ka manaʻo nui e piʻi aʻe mai 1% a i 1.25%. Eia naʻe, hāʻawi nā mea kālailai he nui i mau kumu no ke aha e paʻa ai ka panakō waena. ʻO ka hapa nui o ke dālā Kanada ua piʻi nui a kūʻē i kāna kālā a kāna hoa hana kālepa nui mai ka lāʻo Kēkēmapa 2017, ʻoiai i hala koke aku nei ua hoʻoweliweli ka luna o Trump e uhaʻi i ka ʻaelike NAFTA, i hiki ke loaʻa nā hopena koʻikoʻi i ka ikaika a me ka hana o ka hoʻokele waiwai o Kanada. No laila hoʻoholo paha ka BOC i ka hoʻololi ʻole, ma mua o ka hoʻonui ʻana i ka uku paneʻe e 0.5%.
I nā nūhou ʻē aʻe i hoʻopuka ai ʻo Kina i kāna moʻohelu ʻikepili mua o ka makahiki. Ma ka Pōʻahā e loaʻa iā mākou nā helu GDP hou loa o ka hapahā a me ka makahiki, i hui pū ʻia me nā kūʻai kūʻai liʻiliʻi a me nā ʻike hana ʻenehana. ʻO ka mea e kali nei no ka loli iki o ka GDP makahiki, ma lalo o 6.8% a i 6.7%, me ka wānana o ka ulu hapahā ma 1.7%. E like me (ka mea kānalua) ka ʻenekini o ka ulu honua, e nānā pono ʻia kēia mau helu no nā hōʻailona o ka nāwaliwali waiwai.
Poakahi Hoʻomaka ka pule kalepa ʻana me ka ʻikepili o ke kumukūʻai kūʻai kūkaʻa waiu ʻo New Zealand, ma muli o ka hilinaʻi ʻana i nā huahana waiū e like me nā mea hoʻolilo, e nānā pono ʻia kēia mau helu no nā hōʻailona o ka nāwaliwali kūpono i ka hoʻokele waiwai o NZ a hoʻemi ʻia ka noi ma Asia. Ua paʻi pū ʻia ka helu helu kumukūʻai kūʻai nui a Kelemania, i ka hauʻoli ʻana i ka hoʻomaikaʻi waiwai hoʻomau i 2017, e nānā pono ʻia kēia mau helu hope loa no Kelemania. Ma ka ulu ʻana o 3.3% i kēia manawa, ʻo ka mea e manaʻo ʻia e mālama ʻia ke kiʻi.
E kūʻai pololei aku ana ʻo Iapana i nā kūʻai kūʻai hoʻopaʻa, ʻaʻole maʻa mau kahi hanana hopena kiʻekiʻe akā hāʻawi ʻia ua hoʻoliʻiliʻi ʻo Iapana i kāna kūʻai hoʻopaʻa wā lōʻihi i hoʻopaʻa ʻia i hala koke iho nei, kahi i piʻi ai ka yen, e nānā hou ʻia kēia mau kūʻai. Ua piʻi aʻe nā kauoha mīkini a Iapana e 46.8% YoY a hiki i Nowemapa, kahi metric key e nānā ʻia, no ka hilinaʻi ʻana o Iapana i ka hana ʻana i nā hale hana no ka hana ʻana a me ka lawe aku i waho.
E hōʻike ʻia nā helu kaulike kālepa Eurozone, ma ke koena he 18.9b no ʻOkakopa, e ʻimi ʻia kahi hoʻomaikaʻi o ka helu o Nowemapa. Ua piʻi aʻe nā kūʻai home a Kanada e 3.9% YoY a hiki i Nowemapa, e nānā pono ʻia ka helu o Kēkēmapa no nā hōʻailona o ke kūkulu ʻana i ka hale a me ka hoʻoliʻiliʻi hōʻaiʻē molaki, e hiki mai ana ma hope o ka hōʻemi hou ʻana o -7.7% i nā ʻae hale.
On Pōʻalua hoʻi ka nānā i Iapana, e paʻi ʻia ka papa kuhikuhi kiʻekiʻe a me ka bankruptcy, ma mua o ka huli ʻana i ka mākeke ʻEulopa. E hōʻike ʻia ka helu CPI hou loa o Kelemania, a manaʻo ʻia e noho loli ʻole ma 1.7%. Hāʻawi ʻia nā ʻikepili hoʻonui ʻokoʻa e UK ONS, aia ka CPI i kēia manawa ma 3.1%, ʻokoʻa nā wānana e pili ana inā e kolo ka helu i 3.2% + a i ʻole hāʻule i 3%. Ke holo nei i kēia manawa ka helu kuhikuhi kumukūʻai o nā mea hana ma 7.3%, e nānā pū ʻia kēia heluhelu ʻana o ke kumukūʻai, no ka mea e hoʻonui paha ka hoʻonui ʻana i ka hoʻonui ʻana i ka wā pōkole a waena, a ʻo ia ka hopena i ka UK BoE e noʻonoʻo nei e hoʻonui i ka helu ma luna o 0.5. %. Ua piʻi aʻe nā kumukūʻai hale ma UK e ka circa 4.5% YoY a hiki i ʻOkakopa, kahi hoʻomau o kēia ʻano i manaʻo ʻia. Aia hou ʻo Iapana ma ka radar nūhou, ʻoiai ke kauoha ʻana o nā ʻenekini e pani i ka nūhou kalena hoʻokele waiwai o ka lā.
Pōʻakolu ʻike i kahi hui o nā ʻike Ausetalia i paʻi ʻia; nā hōʻaiʻē home, nā hōʻaiʻē hoʻopukapuka a me ka waiwai o nā hōʻaiʻē, pōkole hoʻi i kūʻai ʻia me Iapana nā kūʻai kūʻai mai. Ke wehe nei nā mākeke ʻEulopa, e hōʻike ʻia ka helu CPI hou loa no ka Eurozone, i kēia manawa ma 1.5% ʻaʻohe mea e kali ai no kahi loli. Hōʻike hou ʻia nā hoʻopaʻa inoa kaʻa hou no ia wahi a me nā ʻikepili hoʻopuka kūkulu.
Ke huli nei ka nānā i ʻAmelika ʻĀkau e loaʻa iā mākou ka ʻikepili noi molaki i kēlā me kēia pule mai USA, ua piʻi aʻe ka hana ʻoihana mai 0.2% a 0.3% i Kēkēmapa, ua paʻi ʻia ka helu hana USA (SIC), ma 0.3% ulu i Nowemapa ʻo ka wānana no ka loli a i ʻole ka loli. Ua paʻi ʻia ka noiʻi NAHB, kahi e hāʻawi ai i kahi ʻike i ke olakino olakino o ke kūkulu ʻana i ka home a me ka kūʻai home ʻana ma USA. E hōʻike ana ke kikowaena waena o Kanada i kāna hoʻoholo hou loa e pili ana i ka nui o ka uku paneʻe, ʻo ka mea e manaʻo ʻia nei e piʻi aʻe i 1.25% mai 1%. ʻO nā hopena āpau o ka hoʻoholo ʻana, e hoʻokikina nui paha ke kālā Kanada ma ke kūkulu ʻana a ma hope o ka hōʻike ʻana o ka hoʻoholo.
Hoʻopuka ka USA Fed i ka mea i ʻike ʻia ʻo kāna puke beige; ua paʻi ʻia kēia hōʻike i ʻewalu mau manawa i kēlā me kēia makahiki. Hōʻiliʻili kēlā me kēia Federal Reserve Bank i ka ʻike anecdotal e pili ana i nā kūlana hoʻokele waiwai o kēia wā ma kāna Apana, ma o nā hōʻike mai nā Panakō a me nā ʻoihana kūloko, ʻo ka hōʻike ma mua o ka hālāwai hālāwai hoʻonohonoho FOMC, i ʻelua mau pule. Kūlike ka paʻi me Mr. Evans mai ka Fed e hāʻawi ana i kahi haʻi ʻōlelo e pili ana i ka kulekele hoʻokele waiwai a me ke kālā.
Poaha Hoʻomaka me kahi kaola o ka ʻikepili Ausetalia; ka paʻi ʻia ʻana o ko ʻAukekulelia Ianuali mea i manaʻo ai e hoʻonui i ke kumukūʻai, i kēia manawa ma 3.7% ʻaʻohe mea e manaʻo ʻia no kahi loli. Hoʻopuka ʻia nā helu hana a me ka hana ʻole no Australia, i kēia manawa ʻo ka helu hana ʻole he 5.4%, me ka helu komo ma 65.4%. E loaʻa iā mākou ka tranche nui o ka ʻikepili mai Kina i ka wā kūʻai o ke kakahiaka o ka Pōʻahā, ʻo kā GDP helu makahiki hou a me ka makahiki GDP ke kū i waho. ʻO ka wānana no kahi hāʻule i 6.7% mai 6.8% i kēlā me kēia makahiki a me ka helu hapaha hou loa e hele mai ma 1.7%. Kuhi ʻia nā kūʻai kūʻai ulu ma Kina e noho ma 10.2% YoY, me ka hana ʻoihana YoY e manaʻo ʻia e noho ma 6.1% ulu. Hoʻopuka ʻia nā helu hana ʻoihana no Iapana i ka wā kālepa Asia.
ʻAʻohe hanana hanana kalena waiwai e pili ana iā ʻEulopa i ka Pōʻahā, hoʻomaka ka nānā ʻana i ka USA me ka hoʻomaka ʻana o nā hale e hāʻule e -2.1% i Kēkēmapa, me nā ʻae i manaʻo ʻia e hele mai i -0.8% no kēlā mahina. E hoʻokuʻu ʻia nā helu hoʻopiʻi mua ʻole a hoʻomau hana ʻole, me nā papa inoa ʻaila ʻaila e pani ana i nā nūhou hoʻokele waiwai o USA i ka lā.
Pōʻalima hoʻomaka me nā hale kūʻai Kepanī i nā kūʻai kūʻai aku, a me nā hopena kūʻai kūʻai kūwaho hou aʻe. Ke huli nei ka nānā i ʻEulopa ua paʻi ʻia ka papa kuhikuhi kumukūʻai mea hana Kelemania hou loa, e like me ke kūlana moʻokāki Eurozone o kēia manawa. Hoʻolaha ʻia nā kūʻai kūʻai kūʻai ʻana o UK, i kēia manawa ma 1.5% ulu YoY ke nānā pono ʻia kēia kiʻi, no ka hilinaʻi o ke UK i ka hoʻolilo kālā ʻana o nā mea kūʻai aku. E paʻi ʻia nā kiʻi kūʻai hana mai Kanada mai, ʻoiai ʻo ke kulanui hou loa ia o ka manaʻo Michigan e heluhelu nei no Ianuali, e hiki mai ana ka wanana ma 97.3 mai 95.9.
« Ua hāʻule ʻo USD / JPY e like me ka manaʻo o nā luna Kina FX e hoʻopau ana i nā kūʻai kūʻai US, ua paʻi mua ʻo SPX i ka lā o 2018, ua hele a kiʻekiʻe ka aila WTI mai ka 2014. Ua hoʻokumu ʻia nā mākeke kaulike US he kiʻekiʻe kiʻekiʻe, ua haki ʻo Brent crude i $ 70 no kēlā me kēia pahu, kū ka euro ma ka ʻōlelo ECB hawkish. »
