Huli ka nānā i Iapana a me yen ma loko o ka wā hoʻomaha, ʻoiai e emi ana ka ʻike o ʻEulopa a me US
He pule mālie kēia no ka nūhou kalena hoʻokele waiwai, ma muli o ka wā hoʻomaha Xmas, eia nō naʻe, ʻo ka nūhou waiwai ʻĀsia (ʻo ia hoʻi mai Iapana), hele a mānoanoa a hoʻokomo i ka helu CPI hou loa, i haʻahaʻa haʻahaʻa loa ma 0.2% i kēlā me kēia makahiki. ʻoiai nā hana hoʻonāukiuki like ʻole i kau ʻia ma ke ʻano he ʻāpana o ka papahana hoʻokele waiwai nui minster Abe;
ʻO Abenomics (ア ベ ノ ミ ク ス Abenomikusu) pili i nā kulekele hoʻokele waiwai i kākoʻo ʻia e Shinzō Abe mai ke koho balota lehulehu o Kekemapa 2012, nāna i koho ʻo Abe i kāna kau lua ma ke ʻano Kuhina Nui o Iapana. Hoʻokumu ʻia ʻo Abenomics ma luna o "ʻekolu mau pua" o ka hoʻomāmā kālā ʻana, ka hoʻoulu kālā ʻana a me nā hoʻoponopono ʻano hou.
Ma muli o ka hopena o ka nānā ʻana iā Iapana, ʻoiai e emi ana ka nūhou waiwai mai ʻEulopa a me USA, ʻo yen paha ke kālā i koe i ka nānā i ka pule e hiki mai ana, a hiki i ka wehe ʻana o ka mākeke a me nā mākeke FX.
E pili ana i nā nūhou o ʻEulopa; ʻO ka CPI Kelemania a me ka papa helu kumukūʻai hale UK hou loa, e like me ka Nationwide Bank / Building Society, nā nūhou e hoʻolaha nui nei. Mai USA ʻo ka Papa Kūkākūkā ka hilinaʻi o ka poʻe kūʻai e heluhelu mau ana i nā inoa me ke ʻano o nā hopena kiʻekiʻe loa, nā ʻikepili palupalu, nā manaʻo sentiment i loaʻa. E paʻi ʻia nā metric kumukūʻai o ka hale Case-Shiller no USA, e hoʻopili ʻia nā mea kālailai i kēia ʻikepili me nā metric hale ʻē aʻe i paʻi ʻia i hala koke aku nei, e like me ka NAHB a me nā nūhou hoʻohauʻoli ʻē aʻe e pili ana: hoʻomaka nā kūkulu hale, nā ʻae a me nā hoʻopau ʻana, i mea e ana. ke ana wela o ka hiki i nā kamaʻāina US a me ka makemake e lawe i nā kiʻekiʻe kiʻekiʻe o ka hōʻaiʻē molaki.
Hoʻomaka ka Lāpule i ka hebedoma me nā kumukūʻai waiwai YoY mai Kelemania, wānana ʻia e hiki mai ma 2.7%, nānā ʻia kēia kiʻi no ke kūpaʻa, ʻoiai ke kūlana o Kelemania ma ke ʻano he hale mana hoʻolilo, koi i nā koina e lawe mai nei no nā mea maka i haʻahaʻa mau.
ʻO ka Pōʻakahi kahi lā e hoʻomalu ʻia e nā nūhou kalena hoʻokele waiwai Kepanī; ʻo ka helu CPI hou loa a me ka makahiki, i kēia manawa ma 0.2% YoY ʻoiai ke kūleʻa o ka papahana Abenomics, nā helu hana hou ʻole (i kēia manawa ma 2.8%) a e loaʻa pū mākou i nā minuke o ka BOJ pili kālā pili kulāwai hou loa, mālama ʻia i ʻOkakopa 30th-31st, i hiki ke hāʻawi i ke alakaʻi i mua, e pili ana i ke kulekele kālā ma 2018.
Hoʻomau ka Pōʻalua me nā nūhou hoʻokele Kepanī, ʻoiai ke kiaʻāina / luna ʻo BOJ ʻo Kuroda e hoʻopuka nei i kahi ʻōlelo ma Keidanren, a ma hope iho ua hoʻomalu ʻia ka kalena e nā nūhou mai USA. E paʻi ʻia nā metric ʻikepili o nā hale o ʻOkakopa Case Shiller no USA no ka manawa, e hoʻolaha ʻia ka helu kuhikuhi 20 alakaʻi o ke kūlanakauhale (kumu nui) i ka ulu ʻana o 1% no ka mahina, me ka home USD S & P / Case-Shiller US Home. Kuhi ʻia ke kumukūʻai kumukūʻai (YoY) (OCT) kokoke i ka 6.19% heluhelu i hoʻopaʻa inoa ʻia i Kepakemapa. Hoʻopuka ʻia ka papa kuhikuhi ʻenehana hana ʻo Richmond a me Dallas Fed a me nā heluhelu heluhelu hana, me ka manaʻo e piʻi kaulike nā mea ʻelua.
Hoʻomaka ka Pōʻakolu me nā helu kūʻai Kelemania hou loa, wanana e hōʻike i ka piʻi ʻana i 2.5% YoY no Nowemapa, ma hope o ka hāʻule haʻalulu o -1.4% i ʻOkakopa. Hoʻomaka ka hale a me nā kauoha kūkulu i Iapana e wānana e mālama i kā lākou mau hanana ulu hou. I loko o ke kau kālepa ʻo Nu Ioka i paʻi ʻia ka heluhelu hilinaʻi ʻana o nā mea kūʻai mai nā mea hou, i loko o kahi papa o ka hoʻokuʻu ʻia ʻana o ka Papa ʻAha Kūkā, ʻo kēia metric hilinaʻi ke kūlana kiʻekiʻe. Ke kali nei nā kūʻai home ma USA, i kēlā me kēia mahina a me ka makahiki, wānana pū ʻia e mālama i nā pae ulu o kēia manawa. Hoʻokuʻu ʻia kahi raft o ka ʻike waiwai e pili ana i ka hoʻokele waiwai Kepanī i ka lā; E paʻi ʻia nā helu ulu ulu, kūʻai i nā hoʻopaʻa a me nā kiʻi hana ʻenehana hou loa, me ka wānana hope e noho kokoke i ka 5.9% YoY ulu ulu, i hōʻike ʻia i ʻOkakopa.
Ma ka Pōʻahā huli ka nānā i ka hoʻokele waiwai o UK, me nā helu kumukūʻai hale ʻo Nationwide hou i manaʻo ʻia e hōʻike i kahi ulu ulu 2% YoY, mai 2.5%. I nā nūhou ʻē aʻe o ʻEulopa e hoʻolaha ana ka ECB i kāna bulletin Economic hou loa. ʻO ke koena o ka lā e hoʻomalu ʻia e nā nūhou kalena hoʻokele waiwai USA; nā helu o ke kaulike kalepa ʻoihana kiʻekiʻe, nā papa kūʻai nui, nā kuleana mua a me nā hana mau ʻole a me nā inventories ikehu like ʻole.
ʻO nā mea hōʻike i ka Pōʻalima nā nūhou hōʻaiʻē ʻoihana ponoʻī ʻo Australian i paʻi ʻia, ua hoʻokuʻu ʻia nā helu kālā no ka Eurozone, e paʻi ʻia ka helu CPI YoY o Kelemania, ʻo ka mea i manaʻo ʻia no ka hāʻule ʻana i 1.5% i kēlā me kēia makahiki i Kēkēmapa, mai ka helu 1.8% Nowemapa YoY. ʻO ka ʻikepili kalena hoʻokele waiwai i kēlā me kēia pule e pani ʻia me ka helu ʻo Baker Hughes hou loa, kahi heluhelu e hiki ke hoʻololi pinepine i ke kumukūʻai o ka aila ke hoʻokuʻu ʻia.
« Ke hoʻomau nei ke gula i kēia manawa hou, piʻi aʻe ka euro a me nā hoa, kūʻai aku ke kaulike nui o ʻEulopa, hāʻule nā mea US ma hope o ka hōʻemi ʻana o ka polokalamu ʻauhau ʻauhau. Kūleʻa ʻo Sterling me ke aupuni hou loa o UK. ʻānai ʻia ke kuhina, piʻi aʻe ke kālā US ma muli o ka nūhou ʻana o nā nūhou maikaʻi i ka makahiki 2018 »
