E nānā ʻia ana nā ʻike hana a me ka hana ʻole ma USA i kēia pule e hiki mai ana, no ka mea ua hōʻike ʻia ka heluhelu NFP hope loa no ka makahiki 2017
Hoʻomaka ka kā mākou kalena hoʻokele waiwai e kiʻi i kahi ʻano hou aku i kēia pule aʻe e like me kā mākou: FX, ke kaulike a me nā mākeke kūʻai i hope i hoʻi i ke ola, ma hope o ka lā Xmas a me nā lā nui o ka makahiki hou. ʻOiai ka manaʻo nui o nā heluhelu PMI o ka honua i paʻi ʻia e: Markit, Caixan a me USA USA like i ka ISM i loko o ka pule, ke kia nui o ka pule ma nā hana a me ka hana ʻole, ʻo ia hoʻi nā helu hana USA.
Pau ka pule me nā helu NFP o ka mahina a ma kahi wanana 180k no Kēkēmapa, hiki i nā mea kālailai a me nā mea hoʻopukapuka ke nānā i kēia kiʻi me he mea hoʻohoka lā, no ka mea ua hana nā manawa pōkole i ka wā hoʻomaha. ʻO nā nalowale hana o ka Challenger, nā helu hana ADP, nā hoʻopiʻi hana hou ʻole a me nā hoʻopiʻi mau e paʻi ʻia. Eia nō naʻe, aia kekahi metric e nānā pinepine ʻole ʻia i ka walaʻau; ka helu o ka hana limahana no nā mākua ma USA, ʻo ia ka circa 62%. ʻO ka manaʻo sobering; ʻaneʻane ʻehā ma ka ʻumi mau mākua i ka USA e hana ʻole / hana ʻole / ma waho o ka pūnaewele, ʻaʻole ia ke ʻano o ke kiʻi āu e manaʻo ai e hoʻokau inoa kahi ʻoihana hoʻokele.
Hoʻomaka ka Lāpule i ka pule me ka hana ʻana a Kina a me nā PMI hana ʻole, ʻo ka wanana no nā helu ʻelua e noho kokoke i nā helu i paʻi ʻia i Nowemapa a hāʻawi ʻia i ke kūlana o Kina ma ke ʻano he ʻenekini o ka honua e ulu ana ka ulu, ʻo ka huahelu i manaʻo ʻia no ka hana ʻana ma 51.7 e pili mau ana. nānā ʻia e nā mea hoʻopukapuka a me nā loiloi, no nā ʻōuli o ka nāwaliwali.
ʻO ka Pōʻakahi (ka lā o ka makahiki hou) he lā mālie loa ia no nā nūhou kalena hoʻokele waiwai, ʻo ka mea nui ka hoʻolaha kudala ʻana i kēlā me kēia mahina mai Nūlani. No nā mea kālepa kālā kiwi nui kēia mau helu ma muli o ke kūlana o ka ʻāina ma ke ʻano he mea hoʻopuka waiū nui i ʻAsia. ʻO nā ʻikepili Ausetalia i paʻi ʻia i ka lā me ka PMI hou loa no Kekemapa a me ka hana AiG o ka papa kuhikuhi hana.
I ka hōʻea ʻana o ka Pōʻalua, hoʻomaka kā mākou ʻike ʻikepili kalena e hoʻi i ka maʻamau ma ke ʻano he lā hana nui no ka lawe ʻia ʻana o ka nūhou. Pono nā helu kūʻai Kelemania e hōʻike i ka ulu ʻana o 1% no Nowemapa (makahiki a me MoM), kahi hoʻomaikaʻi i nā heluhelu maikaʻi ʻole i paʻi ʻia no ʻOkakopa. Hoʻopuka ʻia kahi raft o nā PMI hana Eurozone no Kēkēmapa, me Palani, Kelemania, ʻItalia a me nā helu Eurozone ākea e manaʻo ʻia e noho kokoke i ka hoʻololi ʻole. ʻOiai ka wanaʻao PMI UK e wānana e hōʻike i kahi hāʻule mai 58.2 a 57.9. Ke huli nei a laila i ʻAmelika Hema, ua hōʻike ʻia ka PMI Kēkēmapa o Kanada, e like me ka USA PMI mai Markit.
Hoʻomaka ka Pōʻakolu me nā helu kūʻai kaʻa hou hou loa mai USA, kahi hōʻike mau o ka hiki i nā mea kūʻai US, hilinaʻi a me ka makemake e lawe i ka hōʻaiʻē tikika nui hou. Hoʻokuʻu ʻia ka PMI hana Swiss hou loa no Kēkēmapa, e like me ka helu hana ʻole o Kēkēmapa no Kelemania, me ka wānana o ka uku e hoʻonui ai i 5.5%. Ua wānana ʻia ka PMI kūkulu UK no December i ka hoʻololi ʻole ʻia ma 53.1, ʻoiai ke wānana ʻia nei ka hoʻolilo kālā ʻana ma USA no ka hāʻule kau i 0.7% no Nowemapa. Hoʻokuʻu ʻia ka ʻike ʻikepili nui no USA ma ka lā ka: heluhelu ʻia ka hana ʻana o ISM no Kekemapa e waiho mau ʻole ʻia ma 58.2, ka metric hana ISM a me ka hoʻokuʻu ʻana o nā minuke mai ka hālāwai a ka FOMC i mālama ʻia ma Kekemapa, kahi a lākou i hoʻoholo ai. e hoʻonui i ka uku paneʻe nui i 1.5%.
He lā hana nui ka Pōʻahā no ka nūhou kalena hoʻokele waiwai, eia nō naʻe, ʻo ka hapa nui o nā hoʻokuʻu he haʻahaʻa i ka hopena waena. E paʻi ʻia nā lawelawe hou loa a Kina a me nā mea hoʻohui Caixan PMI, e like me ka PMI hana hou loa a Iapana. Ke huli nei ka nānā i ʻEulopa, e hoʻokuʻu ʻia ka papa kuhikuhi kumukūʻai hale o UK i paʻi ʻia e Nationwide, ke lana nei ka manaʻo no ka piʻi ʻana o 0.2% i Kēkēmapa e hoʻopaʻa inoa nei i kahi piʻi 2% YoY. Hoʻopuka ʻia kahi hui o nā lawelawe a me nā PMI hui pū ʻia no nā ʻāina Eurozone a me ka Eurozone, me ka hapa nui e manaʻo e hōʻike iki a i ʻole hoʻololi paha mai nā heluhelu ʻana o Nowemapa. ʻO ka panakō waena o UK ka BoE e hoʻopuka nei i kāna ana o Nowemapa ma: ka hōʻaiʻe net, hōʻaiʻē molaki a me ka hāʻawi kālā. Mālama ʻia ka nānā ʻana ma UK ma ke hoʻolaha ʻia o nā lawelawe hou loa a me nā PMI hui pū ʻia, me nā wānana e hana i kahi hoʻomaikaʻi kūpono i 54.1, mai 53.8.
Ke huli nei ka nānā i ka mākeke USA wehe i ka nānā i nā hana, keu hoʻi me nā helu NFP e hoʻolaha ʻia i ka lā aʻe, Pōʻalima. Hoʻopuka ʻia nā helu hana ADP, e like me ka ʻokiʻoki ʻana i ka hana hana, e hōʻike ʻia nā kuleana hana ʻole hou a me nā hoʻopiʻi mau no USA. Hiki i ka hui ʻana o kēia mau ana ke hōʻike i ka pololei o ka wānana no ka ulu ʻana o ka hana NFP i Kēkēmapa. Pau ka hoʻolaha ʻana o ka ʻikepili koʻikoʻi me ka waihona kālā Iapana a me nā hōʻaiʻē a me nā ʻike hōʻemi.
ʻO nā mea hōʻike i ka Pōʻalima ka paʻi ʻia ʻana o ka helu kaulike o nā helu uku, ua hōʻike ʻia nā lawelawe hou loa a Iapana a me nā PMI hui pū. Ke huli nei ka nānā ʻana i ka wehe ʻia o nā mākeke ʻEulopa, ua paʻi ʻia kahi hui o nā PMI kūʻai no nā aupuni Eurozone alakaʻi, Italia, Palani, Kelemania a me ka Eurozone ākea, ʻoiai ua hōʻike ʻia ka metric kūkulu o Kelemania. ʻO ka helu Eurozone CPI hou loa e wānana ʻia e hele mai ma 1.4%, kahi hāʻule iki mai 1.5%.
Hoʻomaka nā paʻi palapala ʻĀkau ʻAmelika me ka helu hou o ka hana ʻole a Kanada, i manaʻo ʻia e komo i ka 5.9% me ka helu komo o 65.7%. Mai USA mai e loaʻa iā mākou nā kiʻi NFP hou loa, mahalo ʻia e ka BLS (keʻena o nā helu helu hana). ʻO ka wānana ka 185k mau hana i hana ʻia ma Kēkēmapa, kahi hāʻule mai ka 228k i hana ʻia i Nowemapa. Ua wānana ʻia ka helu o ke komo limahana ma 62.7%, me ka wānana o ka hana hana ʻole e hoʻololi ʻia ma 4.1%. Manaʻo mau ʻia nā hola pule a me nā uku i loaʻa ma USA, kūlike me nā helu o Nowemapa a hōʻike ʻole i ka loli.
ʻO ka helu kaulike kalepa ʻo USA no Nowemapa e wānana ʻia e hoʻomaikaʻi iki ʻia i - $ 48b, wānana ʻia nā kauoha kūpaʻa no Nowemapa e noho kokoke i ka huahelu 1.3% i paʻi ʻia i ʻOkakopa, ʻoiai e wānana ʻia ka heluhelu ʻana i nā hana / lawelawe ISM e hōʻike i kahi piʻi iki. i 57.5. Pau ka ʻikepili USA ma kēlā me kēia pule me ka helu rig Baker Hughes, e hōʻike nei i ka hana aila o ka ʻāina i ka hana o ka ʻāina. E hoʻolaha ana kahi luna Fed ʻo Mr. Harker i nā haʻiʻōlelo ma nā ʻaha kūkā ʻelua, ʻo kāna mau kumuhana ka nānā waiwai a me ka hoʻohui ʻana o nā kulekele kālā.
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