Nui, Qualitative a i ʻole Desperate Wale?
ʻO ka huaʻōlelo poʻomanaʻo like i hoʻomau mau ʻia ma ka pāpāho mainstream tv a me nā kahawai lekiō ma ka Pōʻahā ma hope o ka hoʻolaha ʻana o BoE MPC e hoʻi nei i ka hana hope loa i loko o kāna pahu pahu hana, ʻoi aku ka maʻalahi o ka hoʻoluhi. "Ua hoʻolaha ka Bank of England he mea ia e hoʻokomo pono ai i ka £ 75 biliona pololei i ka hoʻokele waiwai o UK ma o ka QE i ka hoʻāʻo ʻana e kāpae i ke UK e komo nei i kahi" pālua pālua "." Ke neʻe nei i ka ʻoiaʻiʻo (like me ka USA) ua neʻe wale ʻo UK mai ka recession 'technically' ma o ka papahana QE mua a me ka zirp i hana ʻole ai i ka hana hana ʻole i manaʻo ʻia he mau mākeke akamai, aia kekahi ʻano ʻē aʻe o ka wehewehe pāpāho i hewa like ʻole; ʻaʻole e "hoʻokomo ʻia ka £ 75 biliona i loko o ka hoʻokele waiwai", ʻo ia wale nō ka hoʻomaka ʻana o kahi papahana bailout bank e kekahi wehewehe ʻē aʻe.
ʻO ka mea maikaʻi e hiki mai ana mai ka hoʻolaha ʻana ua hoʻāʻo ka BoE e hele i mua o kāna piʻo a maopopo leʻa ʻole i ka manawa i ka pane ʻana i ko loko (no ko lākou mau maka wale nō) intel e hōʻike ana i nā lā he nui i like me RBS a me Lloyds TSB i haʻalele a hiki i ua hana lākou i kahi 'Dexia'. ʻO ka hana maoli ʻana i kahi mea holo 'Dexia midnight runner' he mea paʻakikī ke hāʻawi ʻia i ka ʻoiaʻiʻo ʻaʻohe paha o nā panakō nona ka mokuʻāina ʻo UK (i kēia manawa) i loko o kahi panakō maikaʻi ʻole. ʻO ka mea ʻoiaʻiʻo ʻaʻole e hiki i ka pōʻaiapuni hou loa o QE ke alanui nui, e hoʻohana ʻia ia no ka manawa pōkole e pale ai a pale i nā nīnau o ka solvency e pili ana i nā panakō UK. Hiki i ke kālā ke hōʻea i kekahi ʻoihana makemake ʻia, hiki i ka huina ke loaʻa he £ 75 biliona, akā naʻe, he ʻae ia e hiamoe nā pale o ka panakō a e hōʻaiʻē wale lākou i nā kālā like i nā ʻauhau uku ʻauhau.
Ke hāʻawi nei ka European Central Bank i nā aupuni a me nā panakō i nā manawa hou aku e recapitalize ʻoiai ʻo Greece e kokoke kokoke ana i ka paʻamau. Ua ʻōlelo ʻo ECB ma ka Pōʻahā e hoʻolauna hou ia nā hōʻaiʻē makahiki lōʻihi, e hāʻawi ana i nā panakō i ke kālā palena ʻole a hiki i Ianuali 2013 a hoʻomaka hou i nā kūʻai ʻana i nā palapala hoʻopaʻa e paipai ai i ka hōʻaiʻē. Ke hoʻokikina nei ke Komisina ʻEulopa no ka hoʻopili ʻana o ke kapikala kapili i loko o nā panakō a ua ʻōlelo ʻo Chancellor Kelemania Angela Merkel "ʻaʻole e kānalua" nā mea hana kulekele inā ʻike ʻia ʻaʻole paʻa pono nā ʻoihana kālā. Ua hoʻokūpaʻa ka euro ma mua o ke dālā a me yen ma ka kuhi manaʻo e hoʻolauna hou i nā hōʻaiʻē i nā panakō e ka European Central Bank e kākoʻo i nā mākeke e holo pilikia.
Ua hoʻopau nā kumukūʻai ʻo UK i kā lākou waiwai nui ʻelua mau lā mai ka 2008 i ka hoʻonui ʻana o ka Bank-ʻEnelani i kāna papa kūʻai kūʻai kūʻai palapala hoʻopaʻa a manaʻo nā mea hoʻopukapuka e komo ka pilikia o ka hōʻaiʻē a ka poʻe Europa. Ua piʻi ka FTSE 100 Index 189.9, a i ʻole 3.7 pakeneka, a 5,291.26 i ka panina ma Ladana e hoʻonui ana i ka piʻi ʻana ma kahi o 3.2 pākēneka no ka piʻi nui ʻelua mau lā mai ka lā ʻo Kēkēmapa 2008. Ua nalo ka ana iā 14 pākēneka i ka hapaha ʻekolu, kona hāʻule nui loa mai ka makahiki 2002, ma waena o ka hopohopo e hoʻolaha aku ka pōpilikia ʻaiʻē o Helene i nā ʻāina ʻē aʻe o ka ʻāina a ke kū nei ka hoʻokele waiwai o ka honua.
Ma nā mākeke ʻEulopa ʻē aʻe ua pani ʻo STOXX i ka 3.18%, ua pani ka CAC iā 3.41% a ua piʻi ka DAX ma 3.15%. Ua pani ka US SPX i ka 1.8 pākēneka. ʻO ka papa inoa ʻo Russell 2000 o nā waihona ʻoi aku ka liʻiliʻi o US i hoʻonui ʻia i mua he ʻekolu mau lā i ka 11 pakeneka, ʻoi aku ka maikaʻi o ia mai ka makahiki 2008. ʻO kahi hōʻike hana i hele iki mai ma mua o nā mea i manaʻo ʻia a me nā hōʻike a Tim Geithner kahi āna i ʻōlelo ai;
ʻO ke kū pololei o ka ʻōnaehana kālā US i nā ʻāina ma lalo o ke kaomi nui loa ma ʻEulopa. ʻO kā mākou ʻoihana, a he ʻoiaʻiʻo kēia ma nā ʻoihana nui loa o ʻAmelika Hui Pū ʻIa, aia i kahi kūlana ʻoi aku ka ikaika inā ʻoe e nānā i kā lākou pae waiwai, pae o ka leverage, pehea lākou e kālā ai.
ʻO Morgan Stanley ma kahi kiko i lalo 47 pakeneka o kēia makahiki a hiki i ka Pōʻakahi a me ka Poalua. ʻO Bank of America, ma muli o Charlotte, North Carolina, i iho i lalo ka 57 pākēneka. Ua hoʻomaikaʻi ʻia ke kumukūʻai ʻāpana ʻelua e circa 5% ma ka Pōʻahā.
ʻO ka hoʻolaha ākea e kūʻē iā Wall Street e hōʻike nei ua huhū ka poʻe ʻAmelika i ka hoʻomāhuahua ʻana o ka waiwai ʻole, ua haʻi ʻo Pelekikena Pelekikena Joe Biden i ka Pōʻahā ma Wakinekona.
E hoʻopono kākou i kēlā me kēia. He aha ke kumu o kēlā kūʻē. Ua wāwahi ʻia ke kumu ke kumu kūʻai me nā poʻe ʻAmelika. ʻAʻole manaʻo ka poʻe ʻAmelika i ke kūpono o ka ʻōnaehana, ʻo nā panakō kahi ʻāpana o ka pilikia i ka hoʻokele waiwai. Ma ka liʻiliʻi e kuli lākou.
Ke nānā nei i ke kau kakahiaka o Ladana ka UK FTSE helu kaulike o ka wā e hiki mai ana i kēia manawa i kēia manawa 0.7%, ka papa kuhikuhiE kaulike SPX wā e hiki mai pālahalaha ana. Hoʻokuʻu ʻia nā ʻikepili i hiki ke hoʻopili i ka manaʻo mākeke i ka noho ʻana ma Ladana.
09:30 UK - PPI hoʻokomo Kepakemapa
09:30 UK - Hoʻopuka PPI Kepakemapa
No ke komo ʻana o UK i nā helu PPI i kahi noiʻi Bloomberg o nā mea kālailai i loaʻa i kahi helu waena o ka mahina ma ka helu mahina o 1.2%, ke hoʻohālikelike ʻia me ka helu hope loa o -1.9%. ʻO ka makahiki ma ka helu makahiki i wānana ʻia he 17.1% mai ka 16.2% ma mua. No ka hoʻopuka UK kahi noiʻi Bloomberg o nā loiloi i wanana i hoʻokahi makahiki ma ka makahiki i wānana ʻia i wānana ʻia e 6.2% mai 6.1% ma mua. ʻO ka mahina ma ka helu mahina i wānana ʻia ʻo 0.2% mai 0.1% ma mua. ʻO ka mahina 'core' ma ka helu mahina i wānana ʻia he 0.1% mai ka 0.2% ma mua. ʻO ka makahiki 'core' ma ka helu makahiki i manaʻo ʻia e 3.7% mai 3.6% ma mua.
« E nā kālepa, pono ʻoe e hele i laila e hoʻi ai Moody's Downgrade UK Banks ka lā ma hope o ka hoʻolaha ʻana o QE »
