Koho ʻia ka waiwai o GBP ma ke ʻano kuhina nui hou a ʻo ka waiwai o USD a me nā mea kaulike ʻo US ma ke paʻi ʻia ʻana o ka GDP e lilo i mea nui o ka pule.
Wahi a kahi balota o ka hopena pule i mālama ʻia e ka hui koho balota You Gov, ʻo 75% ka poʻe koho balota ʻo Tory e lilo ana i kuhina nui no UK ʻo Boris Johnson, me 25% wale nō no Jeremy Hunt. E hoʻolaha ʻia ke koho balota ma ka Pōʻakolu Iulai 24th ʻoiai ma ka Pōʻakahi 22nd ua ʻike mua ka hierarchy pāʻina Tory i ka hopena. ʻO ka pahuhopu ʻo Tories ka pehea e wili ai i ka hopena i mea e pale aku ai i ka makau ʻole Brexit makaʻu e ulu ana ke lilo ʻo Johnson i ka keʻena.
Ua kūʻai ʻia paha nā mākeke FX i ka hopena no ka paona UK ma muli o Johnson kahi punahele nui i ka wā o ke koho balota. ʻOkoʻa, e pili ana i nā mākeke e hana hou ʻia ma kahi kūʻē i ka reactive, hiki i ka GBP ke ala aʻe a hina paha ma muli o kā Johnson ʻae ʻōlelo mua a me ka ʻaha kuhina āna i koho ai. Ke kālepa nei ʻo GBP / USD kokoke i nā haʻahaʻa haʻahaʻa ʻelua mau makahiki i hala aku nei i paʻi ʻia i ka pule i hala, ʻoiai ʻo EUR / GBP e kālepa kokoke ana i nā kiʻekiʻe he ʻehiku me ka nui o nā loiloi e wānana nei i ka like me nā USD a me EUR inā paʻakikī, hoʻokomo ʻo Johnson iā Brexit.
ʻO Philip Hammond, kahi kuhina o ka exchequer i mahalo ʻia e ke kūlanakauhale ʻo Ladana, ua haʻalele ʻo ia a ʻūlū i kāna mau ʻeke ma mua o ke kali e ʻānai ʻia. E nānā pono ʻia kāna mea pani e ka poʻe komo mākeke e pili ana i ka nele o nā tālena maopopo i loaʻa i nā kūlana Tory (me ke kūlanakauhale a me ka ʻike kālā) e ʻoluʻolu me Johnson. Hiki i ka UK ke loaʻa i kāna chancellor wahine mua, ʻo Nicky Morgan, ka mea hiki ke hōʻoia he koho manaʻo a me ka hōʻoluʻolu.
ʻO ka Debxit debacle e hoʻomau nei a me ke koho ʻana o ka PM hou nā pilikia nui e pili ana iā UK i kēia pule. ʻO nā hanana kalena waiwai ʻē aʻe i ʻike ʻia me nā ana CBI like ʻole e hōʻike i ka manaʻo o ka ʻoihana Pelekane no ka mahina o Iulai. Ke wānana nei ʻo Reuters i kahi hāʻule ma nā heluhelu like ʻole, wānana ʻia ka papa kuhikuhi ʻoihana-maikaʻi ma -20 no Iulai ke paʻi ʻia ka heluhelu ʻana ma 11:00 am UK manawa i ka Poalua. Hōʻike kēia i kahi haʻahaʻa haʻahaʻa makahiki a lawe i ka nīnau i ka pono a me ka hilinaʻi o ka ONS ʻikepili hou, i manaʻo ʻia ua piʻi aʻe nā kūʻai aku e like me GDP.
E hele mai ka hoʻokele waiwai USA ma lalo o ka microscope i ka Pōʻalima ke paʻi ʻia nā heluhelu GDP hou loa. ʻO ka lana no ka GDP i hāʻule i 1.8% mai 3.1% ma ka QoQ kumu makahiki no Q2. Hiki i kēlā pae Q2 ke hāʻawi i ka hōʻoiaʻiʻo i nā koi i ka ulu ʻana ma USA wale nō ka ulu kālā ʻana, e like me ka mea i hōʻike ʻia e nā mākeke waiwai kiʻekiʻe i kākoʻo ʻia e ka ʻaiʻē nui. Hiki i nā ʻikepili kauoha ukana paʻa pono a me nā hale like ʻole a me nā hale kūʻai hale hou, ke hōʻike i ka hohonu o ka ikaika o USA GDP.
E hopohopo nā mea hoʻopukapuka, nā mea hoʻopukapuka a me nā mea kālepa aia he mau hōʻike liʻiliʻi e ulu ana ka ulu ʻana o Wall Street a hiki i Main Street. Eia nō naʻe, he hana nui kēia pule no nā hopena loaʻa, no laila, inā e lanakila nā loaʻa i nā wānana i nā mākeke kaulike a hiki i nā ʻikena ke loaʻa ka hōʻoia e paʻi i nā kiʻekiʻe kiʻekiʻe. Ua nalowale ka SPX -1.23% i ka pule i hala ʻoiai ua eo ka NASDAQ -1.36%. ʻO ka helu helu kālā, DXY, i ala aʻe e 0.35% ʻoiai ua hoʻemi ʻia nā pili no ka uku paneʻe e ka FOMC i ka hopena o Iulai. Hiki ke hoʻonui i kēlā mau pili inā piʻi ka helu GDP ma 1.8% no Q2.
Aia nā IHS like ʻole, Markit Eurozone PMI i paʻi ʻia ma ke kakahiaka Pōʻakolu. Hoʻonohonoho helu ʻia ma ke ʻano he paʻi paʻi haʻahaʻa a liʻiliʻi paha, e nānā ana nā mea loiloi a me nā mea kālepa i ka PMI hana a Kelemania a me nā heluhelu ākea āpau no ka EZ i ka Pōʻalima hanana hanana nui loa no ka EZ e pili ana i ka hoʻolaha ʻana i ka hoʻoholo o ka uku paneʻe ma ka hola 12:45 pm UK. ʻO ka ʻae a ka lehulehu i mālama ʻia no ka paʻa ma 0.00% me nā waihona e waiho mau ʻia i ka panalāʻau maikaʻi ʻole ma -0.40%. E neʻe koke ka noʻonoʻo i ka haʻiʻōlelo a ka Pelekikena ECB Pelekikena Mario Draghi ma 13:30 pm ke wehewehe ʻo ia i ke kumu o ka hoʻoholo a hāʻawi i ke alakaʻi i mua e pili ana i ka kulekele kālā ECB. ʻO ia ma kāna wehewehe ʻana a me ka hālāwai kūkā nūhou e loli paha ka waiwai o ka euro. Ua iho ʻo EUR / USD ma kahi o -0.45% i kēlā me kēia pule e like me ka ikaika o USD i hoʻi i ka pule hope loa ma o ka papa.
E hōʻike ʻo Iapana i ke kiʻi kauoha mīkini hou loa no Iune i ke kakahiaka Pōʻalua, ʻo ka helu Mei kahi mea kupaianaha -38% i lalo o ka makahiki i ka makahiki. Me ka hoʻohaʻahaʻa haʻahaʻa, GDP haʻahaʻa a me ka hōʻaiʻē v GDP ma mua o 300%, ke hoʻomau nei ka hoʻokele waiwai Kepani e hele i kahi kaula paʻa. ʻO ka PMI hana hou loa ʻo Markit PMI no Iulai e hōʻike i kahi hoʻomaikaʻi ma hope o ka helu May i hōʻike i ka hōʻemi ke hele mai ke kiʻi ma lalo o ka pae 50 ma 49.3.
E hoʻonui ka manaʻo i nā dālā antipodean i ka hōʻike ʻia ʻana o ke koena ʻoihana ʻoihana hou ʻo New Zealand, ka lawe ʻana a me ka lawe ʻana mai i ka ahiahi Poalua. E paʻi ʻia nā lawelawe, ka hana ʻana a me nā PMI hui a Australia ma ka hoʻomaka ʻana o ke kau kālepa ʻo Sydney. Ma ke kakahiaka o ka Pōʻahā e haʻi aku ke kiaʻāina o ko ʻAukekulelia panalāʻau ʻo Mr. Lowe i Sydney i kahi haiolelo. ʻO ka mea maʻamau, ʻo kāna mau ʻōlelo e pili ana i ka hoʻokele kulekele kālā o ka RBA, e hoʻonui i ka manaʻo i AUD.
E like me ka huina kūʻai-kālā a AUD a me NZD i hui pū ʻia me ka CAD, e makaʻala i ka hopena o ka mākeke aila e pili ana i nā haunaele o kēia manawa e kū nei ma waena o: ʻIrana, UK a me USA ma ka Strait o Hormuz. Ua emi ʻo WTI e -7.61% i ka pule i hala e hoʻopau i ka pule ma $ 55.6 e like me ka hoʻoliʻiliʻi. ʻO ka mea hoʻopuka aila kiʻekiʻe Saudi Arabia pono ka aila e uku ʻia ma $ 80- $ 85 i kahi barela e kaulike i kāna moʻohelu kālā i kēia makahiki, e like me ka International Moneter Fund. Pono ʻo Russia i kahi kumukūʻai haʻihaʻi $ 53 e like me nā USA-drillers a me nā frackers.
Ua piʻi ke kumukūʻai o ke gula i kahi kiʻekiʻe heʻeono makahiki i loko o nā wā kalepa o ka pule i hala, ua ʻike maka ka piʻina a me ka palladium. ʻAʻole pāʻani nā kumu kau e like me nā ʻahaʻaina a me nā hana ma ʻAsia. No laila, ʻo ka wehewehe kūpono wale nō no ka piʻi ʻana o nā metala makamae i nā pule i hala iho nei e pili ana i ka hoʻopiʻi palekana o nā metala makamae. Piʻi wale ka keleawe 0.27% i kēlā me kēia makahiki no laila ʻaʻohe hōʻike e ʻike ʻia nā metala o ka honua e ʻike i ka noi ʻoihana.
« Piʻi ka aila ma hope o ke kī ʻana o drone i lalo, piʻi aʻe nā mākeke o ka honua i ka hoʻonui ʻana o ka pili i ka FOMC e hōʻemi i ka helu ma Iulai 31st I kahi lā mālie no ka nūhou kalena waiwai e huli iā GBP i ka wā e hoʻopau ai nā Tories i kā lākou koho balota alakaʻi »
