Nā memo e pili ana i ke kau ʻĀkia
Ma hope o ʻehā mau kau o ka hahau ʻana, ʻoi aku ke kiʻekiʻe o nā kumukūʻai o ka wā e hiki mai ana i ka Goldbex ma mua o ka hapalua hapahaneri ma waena o ka manaʻo maikaʻi o nā minuke Fed i hoʻoweliweli i ke kākoʻo ʻana o kekahi mau lālā no ka hōʻemi kālā hou ʻana inā e nalowale ka hoʻokele waiwai.
ʻOiai ʻoi aku ka nui o ka helu GDP o Iapana i nā koho, ʻaʻole hōʻike nā ʻāpana i kahi hilahila i ka manaʻolana, akā ke hoʻopuka nei nā bourses Kina i ka ʻōmaʻomaʻo e like me ka hoʻomaʻamaʻa kālā ʻana mai ka lā ʻapōpō.
I kēia manawa, ua hoʻoulu ʻia ʻo Euro a mākou i manaʻo ai he huki wale ia i hope. Me ka 1trillion Euros i unuhi ʻia i kēia pule, pono e hoʻopuka hou ʻia nā panakō Helene a aia kahi echo no LTRO3. Akā ʻo kēia ka manawa mua ECB i kāpae i ka hōʻaiʻē manawa pōkole i nā panakō Helene no ka mea ua undercapitalized lākou. E hoʻokau kēia i ka Euro a me ka makaʻu makaʻu i ka puka Helene e hoʻonāukiuki hou paha i ka manaʻo mākeke.
No laila, makaʻu nā maʻi lele a me ka hōʻole loa paha i nā hana austerity ma Iune 17 koho hou ʻia e hoʻokau paha iā Euro a me nā papa waiwai ʻē aʻe i ka hoʻoweliweli. ʻAʻole ʻē aʻe ke gula i kēia hihia. Mai ka ʻikepili hoʻokele waiwai i mua, hiki i ka hana ʻana a US ke hōʻike i ka hoʻomaikaʻi a hōʻemi paha nā kuleana hana ʻole ma hope o ka hoʻomaikaʻi ʻana o nā hana hana.
Kāko paha kēia i ke kālā i ke ahiahi. I ʻōlelo ʻia ma luna, e mau ana ke gula no ka lā e like me ka manaʻo e huki hoʻi i ka ʻenehana. Eia naʻe, e like me ke kūkākūkā ʻana, ʻaʻole aloha ke gula i kēia manawa. No laila, inā ʻike ʻia kahi huki-hope, ʻaʻole paha ia e hoʻokau iā ia i kahi kiʻekiʻe kiʻekiʻe loa.
Ke kūʻai aku nei hoʻi nā kumukūʻai o ka wā e hiki mai ana ke kālā kiʻekiʻe ma hope o ʻehiku mau kau o ka hāʻule.
E like me ka mea i kūkāʻia kuanaʻike gula, manaʻo ʻia kēia ala e he huki wale i hope no ka mea ʻaʻohe kumu e like me ka optimistic o ka mākeke koe wale nō ka ʻōlelo FOMC o nehinei no ka puka hāmama o ka maʻalahi.
Ma ka ʻaoʻao ʻē aʻe, ʻo ka puka Helene ka mea e hopohopo ai i kēia manawa ʻoiai ua hooki ka ECB i ka hōʻaiʻē ʻana i kā lākou panakō ʻoiai nā mea i hoʻoliʻiliʻi nui ʻia.
No laila ke manaʻo nei mākou e noho ka Euro ma lalo o ke kanikau a no laila e hina paha ke kālā i ka wehe ʻana o ʻEulopa. Kākoʻo pū ʻia ka hoʻokuʻu hoʻokele waiwai US no ka hoʻokele waiwai e hoʻokau i ke ahiahi. No laila e manaʻo ʻia e waiho paʻa ʻia ke kālā ma loko o kahi pae.
I kēia manawa i ke kau ʻĀkia mua, ke kūʻai aku nei nā kumukūʻai o ka wāila ʻaila Krude ma luna o $ 93 / bbl me ka loaʻa o 0.40 keneta ma ka pae uila uila Globex.
Ua wehe ka hapanui o nā kaulike ʻAsia i kahi memo maikaʻi, kaʻi ʻia e nā helu GDP i ʻoi aku ma mua o ka mea i manaʻo ʻia mai Iapana mai. No laila, ua lawe paha nā kumukūʻai ʻaila i nā kuhi maikaʻi mai ka mākeke kaulike kūleʻa maikaʻi. Ke piʻi aʻe nei ka hana ʻoihana o Iapana e piʻi aʻe, kahi e kākoʻo ai i nā kumukūʻai ʻaila e noho ma ka ʻaoʻao kiʻekiʻe ma ka hālāwai ʻAsia.
ʻO ka mea nui loa, mai nā minuke o ka hōʻike hālāwai a FOMC i hoʻokuʻu ʻia i ka pō nehinei i hōʻike ʻia i kahi hōʻailona ʻōmaʻomaʻo no ka hōʻoluʻolu nui ʻana o ke kolu inā e ʻike hou ʻia ka lohi o ka hoʻokele waiwai. ʻO ka helu haʻahaʻa o ka hana ʻole, hoʻomaikaʻi i ka hana ʻoihana a me ka piʻi ʻana o ka ʻāpana hale o US pena i kahi palaki o ka hoʻomaikaʻi ʻana i ke kūlana waiwai. No laila, kūʻai aku paha nā kumukūʻai aila ma ka ʻaoʻao kiʻekiʻe aʻe ma ka wānana o ka piʻi ʻana o ka noi mai ka ʻāina nui aila o ka honua US. Eia nō naʻe, aia mau ka hopohopo no ka puka ʻana o Helene ma ka mākeke kālā Global, ma hope o ka ʻōlelo ikaika i hāʻawi ʻia e ka Luna Hoʻokele ECB ʻo Mario Draghi.
Ua ʻōlelo ka ECB ʻaʻole ia e hoʻopilikia i nā loina nui e mālama iā Helene ma kahi o Euro. No laila, ke piʻi nei ka manaʻo nui o Greece mai ka wahi Euro e lilo i mea ikaika e mālama ai iā Euro ma lalo o ke kaomi.
No laila, kipaku paha nā kumukūʻai aila i ka au bearish i ka wā o ʻEulopa. I ka US session, e ʻimi ana ka mākeke ma ka US no kēlā me kēia pule hana ʻole i ka ʻikepili i manaʻo ʻole e hāʻule, ʻoiai kekahi o ka papa kuhikuhi hana nui e piʻi i Mei. No laila, huki hou i ke kau US e manaʻo ʻia ma kahi o ka ʻikepili maikaʻi e kali ʻia mai US.
Eia nō naʻe, i kēia lā ka lā no ka hoʻohuli ʻana o ka paipu Seaway e hōʻemi ana i ka momona o nā waihona mai Cushing. No laila, inā kū kekahi nūhou e pili ana i kēia kūleʻa e kūleʻa nā kumukūʻai aila mākeke mai kāna ʻano.
