ʻO nā whipsaws Euro ma nā laulā ākea ma hope o nā hōʻailona huikau o ka ECB, hāʻule nā mākeke kaulike ʻo USA i ka hala ʻana o ka pili uku paneʻe FOMC
Ua ʻike ka Euro i ka hana kumukūʻai whipsawing a me kāna mau hoa i ka manawa o ke awakea e like me ka ECB i hoʻolaha ai i ka hoʻoholo ʻana i ka uku paneʻe a kuhikuhi i kahi ala hou e pili ana i ke alakaʻi i mua. Ma mua o ka hoʻolaha ʻana i ka uku paneʻe i hōʻemi ʻia i ka wā pōkole, ua pīhoihoi ka ECB a me ka Pelekikena ʻo Mario Draghi i nā loiloi FX a me nā loiloi e like me kā lākou i manaʻo ai e hiki ke mālama ʻia kekahi uku paneʻe a hiki i ka hapaha ʻelua 2020 a e nānā lākou i ka mea maʻamau. nā kumu o: GDP ulu, hana a me ka hoʻonui kālā ma mua o ka hoʻonui ʻana i ka papahana TLTRO III o kēia manawa.
Ua lawe ka kulekele piliwaiwai hou a ECB i ka poʻe komo o ka mākeke FX me ke kahaha i ka hana ʻana i ke kumu kūʻai whipsawing i nā pā he nui i hōʻike maʻalahi ʻia e kālepa i ka wā o ke awakea. Ua kūʻai aku ʻo EUR / USD i kahi laulā, i kēlā me kēia lā, e oscillating ana ma waena o ka bearish a me ka hope loa o ka manaʻo bullish i ka hopena o ke kālepa Poʻahā. Ma 20:52 pm UK manawa kūʻai aku ka lua nui ma 1.114 a 0.04%. Maliʻa paha ua hōʻike ʻia ka neʻe maʻemaʻe loa no kahi pai euro e EUR / CHF; ke kālepa mua ma lalo o ka pivot-point i kēlā me kēia lā i haki i ka lua kea i ka wā i hoʻolaha ʻia ai ke kulekele ECB, e haki ana i ke kolu o ka pae o ke kūʻē, R3, e kālepa i 0.68%. Ua pani ʻo DAX o Kelemania i ka -1.33%, nā metric IFO Kelemania e nalo ana i nā wanana i kū i ka manaʻo kaulike kaulike ma Europe ākea, e like me ke alakaʻi hou i mua a ka ECB i hoʻolaha ai.
ʻO nā nūhou hoʻokele maikaʻi i ke ʻano o ke kūʻai aku kūʻai aku a me nā kuleana hana ʻole no USA, ua nui nā mea hoʻopukapuka a me nā mea kālepa i manaʻo he kūʻē ka FOMC e hoʻolaha i ka hōʻoki ʻana i ka uku paneʻe e 25bps ma Iulai 31st. ʻO nā kauoha hou no US i hana i nā mea kūpaʻa i lele e 2% i Iune, ka ulu nui loa mai ʻAukake 2018 a hoʻohuli i ka hāʻule -2.3% i Mei, ʻoiai ke kuʻi ʻana i nā mea i manaʻo ʻia o ka 0.7% ulu e kekahi mamao. Hoʻonui ka nui o nā makemake no ka mīkini ma kahi o 18 mau mahina; ua ala kū kiʻekiʻe nā kauoha halihali, ʻo ka hapa nui o nā mokulele lehulehu, nā kaʻa kaʻa a me nā ʻāpana.
ʻO nā hoʻopiʻi hou loa o ka hana ʻole i ka hebedoma i hoʻi ʻole hoʻi, ʻoi aku ka maikaʻi o ka Pōʻalima ma mua o ka ʻikepili hoʻokele waiwai i hōʻemi ʻia ka hilinaʻi o ka FOMC i ka uku i ka pule aʻe, no laila ua kūʻai lilo ʻia nā mākeke kaulike ʻo USA ma muli o ka hiki ʻole o ka hōʻaiʻē ʻoihana ʻoihana. . Ua pani ka SPX -0.51% a ua pani ka NASDAQ 100 -1.01%. Ma 21:15 pm UK manawa ka helu helu kālā, DXY, kūʻai ʻia 0.07% ma 97.80 e mālama nei i ka 1.60% piʻi i kēlā me kēia mahina.
E kālele ana i ka Pōʻalima Iulai 26th e kālele nui i nā helu ulu GDP hou loa no USA e paʻi ʻia e ka ʻikepili helu BEA ma 13:30 pm manawa UK. Manaʻo nā keʻena kūkala nūhou a Bloomberg a me Reuters i ka heluhelu ʻana o 1.8% no Q2 i kēlā me kēia makahiki e hōʻike ʻia, e hāʻule ana mai 3.1% no Q1. Pehea e pili ai nā mākeke no nā kaulike ʻelua o USA a me ka US dollar, e hilinaʻi ʻia ma ke kumukūʻai o ka manaʻo. ʻO ia heluhelu haʻahaʻa (inā e hālāwai ʻia) e paipai i ka FOMC e hōʻemi i ka uku paneʻe ma lalo o kāna pae 2.5% o kēia manawa, no laila, counter-intuitively hiki i kahi ʻilihuna GDP ʻilihune ke lilo i bullish no nā kaulike a bearish no USD.
Ma 21:30 pm ma ka Pōʻahā ua kūʻai aku ʻo USD / JPY i ka 0.42% a ua kūʻai aku ʻo USD / CHF i ka 0.63% e like me ka hāʻawi ʻana o nā kālā palekana palekana i ka hoʻopiʻi ʻana o ke kālā mālama honua. Ua kūʻai aku ʻo GBP / USD i lalo -0.24% ma 1.245 ke kokoke aku ke kumukūʻai iā S1. Kūʻai mua ʻia ka EUR / GBP kokoke i S1, akā i ka huli ʻana o ka manaʻo euro ma hope o ka hoʻolaha ʻana o ECB, ua kālepa aku ka pālua i ke kokoke iā R1 a piʻi aʻe ka 0.30% i ka lā.
ʻAʻole i hoʻokō ʻo Sterling i nā loaʻa nui a me nā hoa like e like me ka pau ʻana o ke kau o ka ʻahaʻōlelo o UK i ka Pōʻahā, akā ʻaʻole ma mua o ka hāʻawi ʻana o ke kuhina nui Johnson i kahi ʻōlelo ʻano nui, i haʻi ʻole ʻia i ka House of Commons e hoʻoweliweli nei i ka EU me ka puka puka ʻole a me ka manawa koke. ke luku nei i kahi aloha maikaʻi a Theresa May i kūkulu ai me kāna mau hoa ʻē aʻe o ʻEulopa.
« Inā kū ka wānana no USA GDP a laila hiki i ka FOMC ke hana i ka pule aʻe ma ka hōʻoki ʻana i ka uku paneʻe nui i 2.00%. Huli ka nānā i nā helu ulu ulu Q2 GDP hou loa no USA no nā kuhi e pili ana i ke ala e lawe ai ke kulekele kālā FOMC. »
