Feb 1 • Nā manaʻo ʻōlelo mākeke • 2180 Nānā • Comments Off ma Nervous nā mea hoʻopukapuka kālā a me nā mea kālepa e nānā i nā ʻōkuhi kulekele kālā mai ka Fed, BoE a me RBA e hoʻokumu i ka manaʻo
ʻO nā kau kalepa o ka pule i hala i pau me ka nui o nā mākeke kaulike honua e kūʻai aku ana ma ke ʻano o ka manaʻo kūpilikiʻi e noʻonoʻo ana i nā mea hoʻopukapuka i nā mahina i hala iho nei.
Ua pani ka SPX 500 i ke kau o New York ma ka Pōʻalima –2.22% i ka lā a me –3.58% i kēlā me kēia pule a me ka NASDAQ 100 –2.36% i lalo i ka wā o ka Pōʻalima a me –3.57% i kēlā me kēia pule. Pālahalaha ka NASDAQ i kēia manawa i ka 2021, ʻoiai e iho ana ka SPX –1.39% i kēlā me kēia makahiki.
Ua hoʻopau hoʻi nā mākeke kaulike o ʻEulopa i ka lā a me ka pule ma nā ʻāina maikaʻi ʻole; Ua iho ka DAX o ka Kelemania –1.82% a me –3.29% i kēlā me kēia pule, ʻoiai ka UK FTSE 100 i hoʻopau i ka Pōʻalima i lalo –2.25% –4.36% i lalo i kēlā me kēia pule. Ma hope o ka paʻi ʻana i kahi moʻohelu kiʻekiʻe ma Ianuali, aia ka DAX i kēia manawa –2.20% i lalo o kēlā me kēia makahiki.
ʻO nā kumu o ke kūʻai aku ʻana i ka mākeke komohana he ʻokoʻa. Ma USA ua hala ka pīhoihoi o ke koho balota, a he kuleana nui ʻole ko Biden o ka hui hou ʻana i nā mokuʻāina i wāwahi ʻia, ke kūkulu hou ʻana i kahi hoʻokele waiwai a me ke kū ʻana i ka nalowale o ka maʻi ʻo COVID-19 nāna i hoʻopau nā kaiāulu kikoʻī.
Mālama mau ka poʻe komo mākeke ʻo Biden, Yellen a me Powell ʻaʻole e huli i nā kāwili kālā a me nā kālā stimulus e like me ka mākaukau o ka Trump Trump e hāpai i nā mākeke kālā i luna.
Ma ʻEulopa a me UK, ua lanakila ka maʻi ahulau i ke kūkākūkā politika a me ka hoʻokele waiwai i nā lā i hala iho nei. No laila, ua hakakā nā sterling a me ka euro e mālama i nā loaʻa nui i hoʻopaʻa ʻia i nā mau pule i hala iho nei. Ua pau ka EUR / USD i ka hebedoma i lalo -0.28% a me GBP / USD i luna 0.15%. ʻOiai ua hoʻopau ʻo Brexit, e ʻehaʻeha loa ka hoʻokele waiwai UK i nā hopena o ka nalo ʻana i ke kālepa ʻole. Mālama mau ka pilina, e like me ka mea i hōʻike ʻia ma ka hoʻopaʻapaʻa no ka lawe lāʻau ʻana.
Ua kūlia ka nūpepa UK ma hope o ko lākou aupuni ma ka hopena pule me ka nānā ʻole i nā ʻoiaʻiʻo. Ua kau inoa ka EU i nā ʻaelike ʻaʻole hiki i kekahi mau mea hana ke hoʻohanohano. Ua kūʻai aku ʻo Astra Zeneca i kāna lako lāʻau lapaʻau i ʻelua mau manawa (i ka UK a me ka EU), a hana ʻia ia ma UK.
I kēia manawa, pāpā ka aupuni UK no ka hoʻolilo ʻana i nā lāʻau pono. No laila, ʻaʻole hiki iā AZ ke hoʻokō i kāna mau kuleana i ka EU ʻoiai inā loaʻa iā ia nā lako e pono ai, a e hoʻokūpaʻa ka firm pharma i ka UK mua. Inā ninini kēia hoʻopaʻapaʻa i nā wahi ʻoihana ʻē aʻe, a laila ʻaʻole hiki ke pale ʻia nā hopena mai ka EU.
I ka hoʻohālikelike ʻana i nā mākeke kaulike, ua hoʻonui ʻia ke kālā US ma ka hoʻohālikelike ʻia i ka hapa nui o kona mau hoa i ka pule i hala. Ua hoʻopau ka DXY i ka hebedoma 0.67% i luna, USD / JPY piʻi aʻe i 0.92% a me USD / CHF piʻi aʻe i 0.34% a piʻi aʻe i 0.97% i kēlā me kēia mahina. ʻO ka piʻi ʻana o USD a me nā kālā palekana ʻelua e hōʻike ana i kahi piʻina nui i ka manaʻo maikaʻi o ka US kālā.
Ke pule nei i mua
ʻO ka hōʻike hou o ka hana NFP US no Ianuali e hōʻano hou i ka mākeke hana ma hope o ka hala ʻana o ʻehiku mau mahina ma hope o ka loaʻa ʻana o ka hana i kū ma Kekemapa. Wahi a Reuters, ua hoʻohui ʻia nā hana he 30K wale nō i ka hoʻokele waiwai i Ianuali, e hāʻawi ana i ka hōʻoia (inā pono) ʻo ka hoʻōla hou ʻana he hoʻihoʻi mākeke kālā ia ma Wall Street ʻoiai ʻaʻole e nānā ʻia ʻo Main Street.
E ʻike ʻia nā PMI ʻEulopa i kēia hebedoma, keu hoʻi nā PMI lawelawe no nā ʻāina e like me UK. Kuhi ʻia ka PMI lawelawe Markit no UK ma 39, aia ma lalo o nā pae 50 e hoʻokaʻawale ana i ka ulu ʻana mai ka contraction.
ʻO ke kūkulu ʻana a me ke kūʻai ʻana aku i nā hale i kekahi i kekahi no ke kālā hou aʻe e mālama i ka hoʻokele waiwai o UK mai ka hiolo hou ʻana. Hoʻolaha ʻia nā kiʻi hou GDP o UK ma Feb 12, nā wānana he -2% no Q4 2020, a -6.4% makahiki ma ka makahiki.
Hoʻolaha ka BoE a me ka RBA i kā lākou hoʻoholo hoʻoholo uku paneʻe hou loa i kēia pule ke hōʻike nei i kā lākou mau kulekele kālā. E paʻi ʻia nā helu ulu GDP no ka Euro Area. ʻO nā kuhi manaʻo he -2.2% Q4 2020, a -6.0% makahiki no 2020.
Hoʻomau ka wā loaʻa i kēia pule me nā hopena hapahā mai ka Alphabet (Google), Amazon, Exxon Mobil a me Pfizer. Inā haʻalele kēia mau hopena i nā wānana, hoʻoponopono paha nā mea hoʻopukapuka a me nā loiloi i kā lākou loiloi.
« MAIKI WEEKLY SNAPSHOT 01/02 - 05/02 | ALOHA KAHEA EKUAHI MAU MAKAHI MAKAHI MAKAHI GDP ʻO EUROPE NO KA Q4 E HELE MAI ANA MAI O KA WAIKAI. Hiki ke pōkole ke piʻi ʻana o ke kumukūʻai aila »
E nānā nā mea hoʻopukapuka hopohopo a me nā mea kālepa no nā ʻōkalakala kulekele kālā mai ka Fed, BoE a me RBA e hoʻomalu i ka manaʻo
Feb 1 • Nā manaʻo ʻōlelo mākeke • 2180 Nānā • Comments Off ma Nervous nā mea hoʻopukapuka kālā a me nā mea kālepa e nānā i nā ʻōkuhi kulekele kālā mai ka Fed, BoE a me RBA e hoʻokumu i ka manaʻo
ʻO nā kau kalepa o ka pule i hala i pau me ka nui o nā mākeke kaulike honua e kūʻai aku ana ma ke ʻano o ka manaʻo kūpilikiʻi e noʻonoʻo ana i nā mea hoʻopukapuka i nā mahina i hala iho nei.
Ua pani ka SPX 500 i ke kau o New York ma ka Pōʻalima –2.22% i ka lā a me –3.58% i kēlā me kēia pule a me ka NASDAQ 100 –2.36% i lalo i ka wā o ka Pōʻalima a me –3.57% i kēlā me kēia pule. Pālahalaha ka NASDAQ i kēia manawa i ka 2021, ʻoiai e iho ana ka SPX –1.39% i kēlā me kēia makahiki.
Ua hoʻopau hoʻi nā mākeke kaulike o ʻEulopa i ka lā a me ka pule ma nā ʻāina maikaʻi ʻole; Ua iho ka DAX o ka Kelemania –1.82% a me –3.29% i kēlā me kēia pule, ʻoiai ka UK FTSE 100 i hoʻopau i ka Pōʻalima i lalo –2.25% –4.36% i lalo i kēlā me kēia pule. Ma hope o ka paʻi ʻana i kahi moʻohelu kiʻekiʻe ma Ianuali, aia ka DAX i kēia manawa –2.20% i lalo o kēlā me kēia makahiki.
ʻO nā kumu o ke kūʻai aku ʻana i ka mākeke komohana he ʻokoʻa. Ma USA ua hala ka pīhoihoi o ke koho balota, a he kuleana nui ʻole ko Biden o ka hui hou ʻana i nā mokuʻāina i wāwahi ʻia, ke kūkulu hou ʻana i kahi hoʻokele waiwai a me ke kū ʻana i ka nalowale o ka maʻi ʻo COVID-19 nāna i hoʻopau nā kaiāulu kikoʻī.
Mālama mau ka poʻe komo mākeke ʻo Biden, Yellen a me Powell ʻaʻole e huli i nā kāwili kālā a me nā kālā stimulus e like me ka mākaukau o ka Trump Trump e hāpai i nā mākeke kālā i luna.
Ma ʻEulopa a me UK, ua lanakila ka maʻi ahulau i ke kūkākūkā politika a me ka hoʻokele waiwai i nā lā i hala iho nei. No laila, ua hakakā nā sterling a me ka euro e mālama i nā loaʻa nui i hoʻopaʻa ʻia i nā mau pule i hala iho nei. Ua pau ka EUR / USD i ka hebedoma i lalo -0.28% a me GBP / USD i luna 0.15%. ʻOiai ua hoʻopau ʻo Brexit, e ʻehaʻeha loa ka hoʻokele waiwai UK i nā hopena o ka nalo ʻana i ke kālepa ʻole. Mālama mau ka pilina, e like me ka mea i hōʻike ʻia ma ka hoʻopaʻapaʻa no ka lawe lāʻau ʻana.
Ua kūlia ka nūpepa UK ma hope o ko lākou aupuni ma ka hopena pule me ka nānā ʻole i nā ʻoiaʻiʻo. Ua kau inoa ka EU i nā ʻaelike ʻaʻole hiki i kekahi mau mea hana ke hoʻohanohano. Ua kūʻai aku ʻo Astra Zeneca i kāna lako lāʻau lapaʻau i ʻelua mau manawa (i ka UK a me ka EU), a hana ʻia ia ma UK.
I kēia manawa, pāpā ka aupuni UK no ka hoʻolilo ʻana i nā lāʻau pono. No laila, ʻaʻole hiki iā AZ ke hoʻokō i kāna mau kuleana i ka EU ʻoiai inā loaʻa iā ia nā lako e pono ai, a e hoʻokūpaʻa ka firm pharma i ka UK mua. Inā ninini kēia hoʻopaʻapaʻa i nā wahi ʻoihana ʻē aʻe, a laila ʻaʻole hiki ke pale ʻia nā hopena mai ka EU.
I ka hoʻohālikelike ʻana i nā mākeke kaulike, ua hoʻonui ʻia ke kālā US ma ka hoʻohālikelike ʻia i ka hapa nui o kona mau hoa i ka pule i hala. Ua hoʻopau ka DXY i ka hebedoma 0.67% i luna, USD / JPY piʻi aʻe i 0.92% a me USD / CHF piʻi aʻe i 0.34% a piʻi aʻe i 0.97% i kēlā me kēia mahina. ʻO ka piʻi ʻana o USD a me nā kālā palekana ʻelua e hōʻike ana i kahi piʻina nui i ka manaʻo maikaʻi o ka US kālā.
Ke pule nei i mua
ʻO ka hōʻike hou o ka hana NFP US no Ianuali e hōʻano hou i ka mākeke hana ma hope o ka hala ʻana o ʻehiku mau mahina ma hope o ka loaʻa ʻana o ka hana i kū ma Kekemapa. Wahi a Reuters, ua hoʻohui ʻia nā hana he 30K wale nō i ka hoʻokele waiwai i Ianuali, e hāʻawi ana i ka hōʻoia (inā pono) ʻo ka hoʻōla hou ʻana he hoʻihoʻi mākeke kālā ia ma Wall Street ʻoiai ʻaʻole e nānā ʻia ʻo Main Street.
E ʻike ʻia nā PMI ʻEulopa i kēia hebedoma, keu hoʻi nā PMI lawelawe no nā ʻāina e like me UK. Kuhi ʻia ka PMI lawelawe Markit no UK ma 39, aia ma lalo o nā pae 50 e hoʻokaʻawale ana i ka ulu ʻana mai ka contraction.
ʻO ke kūkulu ʻana a me ke kūʻai ʻana aku i nā hale i kekahi i kekahi no ke kālā hou aʻe e mālama i ka hoʻokele waiwai o UK mai ka hiolo hou ʻana. Hoʻolaha ʻia nā kiʻi hou GDP o UK ma Feb 12, nā wānana he -2% no Q4 2020, a -6.4% makahiki ma ka makahiki.
Hoʻolaha ka BoE a me ka RBA i kā lākou hoʻoholo hoʻoholo uku paneʻe hou loa i kēia pule ke hōʻike nei i kā lākou mau kulekele kālā. E paʻi ʻia nā helu ulu GDP no ka Euro Area. ʻO nā kuhi manaʻo he -2.2% Q4 2020, a -6.0% makahiki no 2020.
Hoʻomau ka wā loaʻa i kēia pule me nā hopena hapahā mai ka Alphabet (Google), Amazon, Exxon Mobil a me Pfizer. Inā haʻalele kēia mau hopena i nā wānana, hoʻoponopono paha nā mea hoʻopukapuka a me nā loiloi i kā lākou loiloi.
« MAIKI WEEKLY SNAPSHOT 01/02 - 05/02 | ALOHA KAHEA EKUAHI MAU MAKAHI MAKAHI MAKAHI GDP ʻO EUROPE NO KA Q4 E HELE MAI ANA MAI O KA WAIKAI. Hiki ke pōkole ke piʻi ʻana o ke kumukūʻai aila »