He aha kāu e nānā ai i kēia pule? ʻO BoE, NFP, a me ECB i ka nānā

He lā hana nui ka Pōʻakahi no ka hoʻokuʻu ʻana o ka ʻikepili kalena hoʻokele waiwai, ʻoiai ke kūʻai aku nei nā mākeke i ke kālepa ma hope o ka wā hoʻomaha

Ian 4 • Nā manaʻo ʻōlelo mākeke • 1446 Nānā • Comments Off ma ka Pōʻakahi he lā hana nui ia no ka hoʻokuʻu ʻana o ka ʻikepili kalena hoʻokele waiwai, ʻoiai ke kūʻai aku nei nā mākeke i ke kālepa ma hope o ka wā hoʻomaha

Ua wehe hou nā mākeke honua, FX a me nā mākeke kūʻai i ke ahiahi Lāpule ma hope o nā lā nui Xmas a me New Year. ʻO nā hanana hoʻokele e hoʻomau nei i hoʻomake i nā mākeke ma ka US a me EK a me ʻEulopa; ua pau ka Bila Palapala Kokua Pandemic a me Brexit. No laila, hoʻohuli nā mea hoʻopukapuka a me nā mea kālepa i kā lākou nānā i ke kaʻina hana waiwai a me ka ʻenehana i hui pū ʻia me ka COVID-19 kūlana honua i hōʻino loa ʻia, e hoʻoholo i ke kālepa ʻana a me nā hoʻoholo hoʻopukapuka.

ʻO ka Pōʻakahi kahi lā hectic no ka hanana i ka hanana nui i helu ʻia ma ka kalena hoʻokele waiwai. E paʻi ʻia kahi raft o IHS Markit PMI, a e kau ana ka nānā i nā ʻekekika alakaʻi o ʻEulopa no nā ʻōuli e hana hou ʻia ana me ka nui o nā hihia COVID-19 a me nā make.

Ua wānana ʻia nā PMI hana pākahi no Sepania, ʻItalia, Palani a me Kelemania e hōʻike i nā hoʻomaikaʻi nui, a e wānana ʻia ka heluhelu EU holoʻokoʻa mai 53.8 a 55.5 no Kekemapa. E paʻi ʻia ka PMI manufacturing UK, a ʻo ka mea i manaʻo ʻia no ka heluhelu ʻana o 57.3 no Kekemapa e piʻi ana mai 55.6 i Nowemapa.

Hiki i nā PMI ma waena o ʻEulopa ke hōʻoia i ka bullish no EUR, GBP, a me nā mākeke like ʻEulopa ʻē aʻe e ʻike paha i ka lele ʻana o ka ʻaelike post-Brexit. Ua paʻi ʻo DAX 30 Kelemania i nā kiʻekiʻe i hoʻopaʻa ʻia i nā kau hope loa o 2020, ʻoiai ʻo ka ʻenekini Eurozone o ka ulu ʻana i kēlā me kēia piʻi aʻe o DAX i hiki ke lilo no ka pālua no EUR.

ʻO ka papa kuhikuhi alakaʻi o UK, ʻo FTSE 100, ʻaʻole ala aʻe i kahi pilina pili me kāna kālā home, inā piʻi ka FTSE 100 a laila hāʻule ʻo GBP / USD ma muli o nā ʻoihana i ʻōlelo ʻia ma ka papa kuhikuhi ma nā hui ma US i alakaʻi i kā lākou kālepa. i USD.

Ua pani ʻia ʻo EUR / GBP ma kahi o 2020 a ma kahi o 6.6% o kēlā me kēia makahiki, a he mea hoihoi ia e ʻike ai inā ʻike ʻo GBP i ka hopena o Kekemapa ma mua o kona mau hoa ma muli o ke kālepa kalepa Brexit, aia nō kekahi manawa. Hiki i ka manaʻo Sterling ke hilinaʻi i ka maikaʻi o ka huakaʻi ʻana o nā ukana ma waena o ka EU a me ke UK i ka pule mua kālepa piha o ka makahiki.

Ua hana nā luna o UK i nā paka nui ma Kent a me nā hale lole he ʻumi mau kaukani no ka nui o ka haunaele a me ka gridlock lorry. Inā hōʻoia ka loiloi he over-react a neʻe ʻole ka neʻe ma muli o ka hoʻohaʻahaʻa ʻana o UK i kāna hōʻoia a me ka hoʻouna ʻana aku, e pane maikaʻi nā mākeke.

E hōʻike ana ka UK Bank o ʻEnelani i nā kiʻi hou loa no ka hōʻaiʻē mea kūʻai aku a me ka hōʻaiʻē molaki a me nā ʻae i ka wā ʻo Monay's London trading session, a hiki i kēia mau helu ke hōʻike i ka bullish no GBP. ʻO ka wanana no ka hōʻaiʻē mea kūʻai aku no nā kamaʻāina UK e hōʻike i ka hāʻule i Nowemapa e - £ 1.5B, me nā ʻae molaki e hiki mai ana ma 80,000 a me £ 4b waiwai no ia mahina.

I loko nō o ka maʻi ahulau, 5.5 miliona mau limahana ma ka hoʻoluhi ʻana, a me ka hana ʻole i wānana ʻia e pāpālua ʻia i ka hapaha mua o 2021, ka ʻenekini ulu o UK. ke kūʻai aku nei i nā hale i kekahi i kekahi no ke kālā hou aʻe (me ka trickle i hoʻopili ʻia i lalo i ka ʻoihana lawelawe) ʻaʻole hōʻike iki i ka lohi o 2020. Ua piʻi aʻe nā kumukūʻai hale ma UK ma kahi o 7% i loko o ka makahiki.

E nānā ka poʻe kalepa i nā hanana kalena hoʻokele waiwai US ma ka pule

ʻO ka Pōʻakahi kahi lā mālie no ka nūhou kalena hoʻokele waiwai US; Eia naʻe, e hoʻomaka nā mea kālepa forex e nānā i ka ʻike kiʻekiʻe e hoʻopuka ʻia ma hope o ka pule. Ua loaʻa i ka US kālā kahi kūʻai aku nui i ka manawa o 2020 ma muli o ka $ 4.5 trillion stimulus i hana ʻia e ke aupuni US a me Fed e kāpae i ka pohō waiwai ma muli o ka maʻi ahulau. E hoʻokuʻu ʻia ana nā minuke e pili ana i ka hālāwai hoʻonohonoho helu pane hope loa o Fed i kēia pule, a ma ka Pōʻalima, hoʻolaha ʻia ka ʻike hana NFP mua.

E hoʻomau ke kālā a me ke gula i nā pale pale kūpono i 2021? Ua hoʻopaʻa inoa nā metala makamae i nā loaʻa nui ma 2020, pani ʻia ke kālā i ka makahiki i waho ma kahi o 48%, ʻoiai ke gula i pani ʻia 25% i luna. ʻO ke kū ʻana o ka stratospheric o ke kālā ma muli o ka ʻemi liʻiliʻi i ka hoʻohālikelike ʻana i ke gula. Hōʻike ia i ka waiwai maikaʻi loa no nā mea hoʻopukapuka e kūʻai i ke kālā kino ma waena o $ 13 a $ 26 i kahi auneke i ka manawa o 2020. He hoʻoilina ko ke gula a me ke kālā e like me ka pale i ka hilinaʻi ʻole o ka ʻōnaehana kālā, akā hoʻomau ka manaʻo ʻole o nā loiloi i nā manaʻolana o nā metala makamae ma 2021.

Comments ua paa.

« »