MAIKI WEEKLY SNAPSHOT 26/2 - 2/3 | ʻO kahi pule o nā helu GDP no Kanada, USA, Palani a me ʻItalia, e hōʻike paha i ka ikaika o ka ulu honua komohana, ʻoiai e hōʻike ana nā CPI like ʻole i ke kiʻekiʻe o ka hoʻonui kālā.
E komo nui ana nā GDP o ʻAmelika Hui Pū ʻIa i loko o ka pule, ke hana nei ʻo Kanada i nā helu ulu maikaʻi a ma ka ulu ʻana he 3.5%, ʻo ka hoʻokele waiwai ʻo Kanada ka mea kiʻekiʻe o nā papa ulu, no ka Hemisphere Komohana. Ke paʻi nei ka USA i ka ulu GDP o 2.6% a ke wānana nei nā economists e mālama ʻia nā helu ʻelua a i ʻole hoʻomaikaʻi ʻia ma luna. Hiki i kēlā me kēia hāʻule ke ʻike i ke kumukūʻai o nā kālā kūloko.
ʻO nā heluhelu ISM like ʻole no ka hoʻokele waiwai USA e hōʻike i ka ikaika e kākoʻo ana i ka ikaika o ka hoʻokele waiwai i kuhikuhi ʻia e FOMC, i kā lākou mau minuke i paʻi ʻia ma ka Pōʻakolu Pepeluali 21st. E hōʻike ʻia ka heluhelu ʻana o nā loaʻa kālā like ʻole e ka BLS no ka hoʻokele waiwai USA, ʻoiai ʻo ka Papa ʻAha Kūkā a me ke kula nui o nā mea kūʻai aku o nā mea kūʻai aku ma Michigan, e hōʻike pū nō hoʻi i ka pae o ka manaʻolana ma waena o ka lehulehu o ka US.
Hoʻokuʻu ʻia nā hopena kiʻekiʻe o ʻEulopa: Swiss, French a me Italia GDP, a me nā heluhelu CPI no Kelemania a me ka Eurozone. E nānā ana nā mea hoʻopukapuka a me nā mea hoʻopukapuka i nā helu kūlike ma ka papa, e hāʻawi i ka hōʻoia o ka holomua o ka hoʻokele waiwai o ka bloc kālā hoʻokahi.
Poakahi hoʻomaka me nā hopena o kā Iapana mau palapala kūʻai kūpaʻa, nānā pono ʻia e pili ana i ka waiwai o yen, no Iapana hoʻi mākou i loaʻa ai ke alakaʻi alakaʻi hou a me ka ʻikepili kūlike. I ka wehe ʻia ʻana o nā mākeke ʻEulopa ua paʻi ʻia ka ʻike hou o ka waihona Waihona Swiss, ua nānā pono ʻia nā kiʻi hou loa o ka UK BoE no nā moraki no nā kūʻai home no nā hōʻailona e hiki ana i nā mea kūʻai aku ke kiʻekiʻe a me ka hilinaʻi, e ʻaiʻē i nā hōʻaiʻē e hoʻonui mau ana.
Ke hele nei ka nānā i USA, ua wānana ʻia ka ʻikepili o ka kūʻai aku ʻana i ka home hou, ma hope o ka hāʻule ʻana o kekahi kau. Na Dallas a me Chicago Feds e hāʻawi i kā lākou heluhelu hou ʻana i ka hana, ʻoiai ʻo Fed's Bullard e hāʻawi i kahi ʻōlelo e pili ana i ke kulekele kālā. E kūʻai aku ka waihona USA i nā waihona waihona waihona waiwai o 3 a me 6 mau mahina, kahi kumuhana wela i hāʻawi ʻia ma kahi o $ 260 biliona i kūʻai ʻia i loko o ka pule e pau ana i ka Pōʻalima 23 Pepeluali ma ka radar i ka wā ahiahi. nā waiwai hoʻolilo, lawe mai, kaulike kalepa (ma ka helu mahina a me ka makahiki), hiki ke hoʻokō i ka waiwai o ke kiwi (NZD) inā e nalo nā helu, a i ʻole kuʻi i nā wānana.
On Pōʻalua ʻO ka kūʻai aku kūʻai Kelemania ka mea mua o ka pae o nā metric data sentiment palupalu mai ka Eurozone me: ka mea kūʻai aku, nā ʻoihana, nā lawelawe a me ka hilinaʻi waiwai. Ua wānana ʻia ka CPI Kelemania ma kahi kokoke i ka pae o CPI i kēia manawa ma 1.6%, e haʻi ʻōlelo ʻo Bundesbank's Weidmann, no ka hana o ke panakō waena o Kelemania. Ke wehe ʻia nā mākeke ʻo US i kahi pae o ka ʻikepili, e like me: nā kauoha ukana a paʻa hoʻi, nā papa kūʻai nui a me nā hale kūʻai, e hōʻike i ka hilinaʻi o ka mea kūʻai aku a me ka ʻoihana. E like me ka heluhelu ʻana i ka hilinaʻi a ka poʻe kūʻai Papa Kūkā, e wānana ʻia e kahi 0.5 i hoʻonui ʻia i 126. E hōʻike ʻia ke kumukūʻai hale o Case Shiller no nā kūlanakauhale he iwakālua ma USA a me ka ʻāina holoʻokoʻa, i kēia manawa ma 6.21% ka lāhui. akahele, no nā hōʻailona o ka nāwaliwali o ka hoʻokele waiwai.
Ua nānā hou ʻo Iapana i ke ahiahi Pōʻalua, ʻoiai hoʻolaha ʻia nā kiʻi kūʻai liʻiliʻi, e kiaʻi pono ʻia nā helu hana ʻoihana, no nā hōʻailona e hana mau nei nā puʻuwai hana o Iapana.
Pōʻakolu hoʻomaka me ka hoʻokuʻu ʻana o ka helu kumukūʻai hale hou loa o Nationwide no ka UK, wānana e noho kokoke i ka 3.2% YoY i paʻi ʻia ma Ianuali. ʻO ka hilinaʻi o ka mea kūʻai aku, hilinaʻi ʻoihana a me nā heluhelu barometer ʻoihana Lloyds, hiki ke hāʻawi i kahi ʻike i ke kūlana holoʻokoʻa o ka manaʻo ma UK ʻEkolu PMI no Kina i hoʻokuʻu ʻia, ʻoiai inā ʻaʻole lākou e nalo a kuʻi paha i ka wānana e kahi mamao, loaʻa iki ka ʻikepili Kina i kēia manawa. ma nā mākeke FX a puni ka honua.
Ke wehe ʻia nā mākeke ʻEulopa, e nānā ʻia ka GDP o Palani, i kēia manawa ma 2.4% e kakali ʻia ka mālama ʻana o kēia pae ulu. Pono e noho ka pae hana ʻole a Kelemania ma ka 5.3% i hoʻopaʻa ʻia no Ianuali, ʻoiai ke kuhi nei ka helu CPI no ka Eurozone i ka 1.3% YoY.
ʻO ka nūhou kalena hoʻokele waiwai no USA ka mea nui i nā helu GDP hou loa, QoQ makahiki ʻia e wānana ʻia ka heluhelu ʻana ma ka 2.6% heluhelu i hoʻopaʻa ʻia no Q3. E paʻi ʻia hoʻi nā ʻike kūʻai home no ʻAmelika e pili ana, e pili ana i ka helu kumukūʻai hale o Case Shiller i paʻi ʻia i ka lā i hala, e hiki i nā mea kālailai ke hoʻomohala i kahi nānā o ka mokuʻāina o ka mākeke hale USA. ʻO Jerome Powell, ka noho Fed hou i hoʻokau ʻia, e hōʻike i mua o ke kōmike lawelawe kālā a ka Hale a me ke ʻano o kona ʻano solo nui mua, ke kakali nui ʻia kēia hana.
Poaha ua hoʻokuʻu ʻia nā ʻike o nā hōʻike mai Iāpana i ke kau ʻĀkia; nā mālama mālama, nā kūʻai kaʻa, nā PMI hana a me ka hilinaʻi o nā mea kūʻai aku, ʻoiai kahi luna BOJ ʻo Mr. Kataoka e haʻi ʻōlelo. E paʻi ʻia nā helu GDP no ka hoʻokele waiwai Swiss, i kēia manawa ma 1.2% YoY ka wānana no ka mālama ʻana e hoʻomau i kēia pae. ʻO ke kūʻai aku kūʻai aku ʻana a me ka PMI hana nā ana palena hope loa no ka hoʻokele waiwai Swiss i hoʻokuʻu ʻia i ka lā. Nā PMI e hana ana no: Palani, ʻItalia, Kelemania a me ka Eurozone ākea e hāʻawi i kahi hōʻailona o nā kumu e kūkulu ʻia ai ka hana hana hou. E hoʻokuʻu ʻia hoʻi ka PMI hana UK, ʻaʻole i hoʻokō ʻia kāna kumu e like me kāna mau ʻōpio ʻEulopa.
E hōʻike ana ke keʻena helu helu UK ka ONS i ka pae o ka hōʻaiʻē o nā mea kūʻai mai, ʻoiai e hāʻawi ʻia ka hōʻaiʻē molaki a me ka ʻike kālā i ka hāʻawi kālā. Mai ka Eurozone e loaʻa iā mākou ka ʻike hou loa e pili ana i ka GDP o ʻItalia, wanana e noho kokoke i ka helu 0.9% YoY o kēia manawa. Kuhi ʻia ka pae hana ʻole no ka ʻāpana bloc hoʻokahi e noho ma 8.7% no Ianuali.
He ahiahi hana nui kēia no ka ʻike o USA; loaʻa kālā pilikino a me nā lilo, nā kuleana hana ʻole, hoʻolilo kālā kūkulu, ka Markit PMI no ka hana ʻana, nā heluhelu ISM no ka hana ʻana, ka hana, nā kauoha a me nā kumukūʻai i uku ʻia.
I ke ahiahi hele mai ʻo New Zealand i mea nui; me ka hilinaʻi o ka poʻe kūʻai a hoʻokuʻu ʻia ka ʻikepili i nā ʻae. E hāʻawi aku ʻo Iapana i kahi hui o ka ʻikepili me: ka helu hana ʻole (i kēia manawa ma 2.8%), ka loaʻa kālā āpau a me ka CPI. Kuhi ʻia ka hoʻonui ʻana i 1.5% mai ka 1.3%, i kumu e hoihoi ai i ka yen, inā unuhi ka poʻe kalepa FX i ka hopena ma ke ʻano he bullish no ka yen, ma muli o ka lilo ʻana o BOJ i hawkish e pili ana i kā lākou kulekele kālā.
Pōʻalima hoʻomaka nā hanana kalena o ka lā me ka ʻikepili Italia QoQ a me YoY GDP, i kēia manawa ma 1.6% YoY wānana ʻia kēia helu i ka hoʻololi ʻole. E kiai pono ʻia ka PMI kūkulu UK ma 50.2 i Ianuali ʻoiai aia ma luna pono o ka pae 50 wale nō, ma lalo kahi e ʻike ʻia ai kahi ʻoihana (a i ʻole kahi ʻāpana) e waiho ana.
Hoʻomaka ka ʻikepili o ʻAmelika Hema me ka helu GDP hou loa o Kanada, ka mahina ma ka mahina i hala ka helu o 0.4% a me ka helu YoY o kēia manawa ʻo 3.5% no Kekemapa. Hoʻokuʻu ʻia ka moʻomeheu moʻomeheu a mahalo nui ʻia o ka heluhelu ʻana o ka manaʻo i ka mahina ʻo University of Michigan, ma 99.9 no Ianuali ke nānā pono ʻia nei kēia heluhelu e nā loiloi, no ka hoʻoilina i hoʻomohala ʻia i loko o mau makahiki.
« Loaʻa i ka pōkole, ʻoi, hoʻoponopono i nā mākeke kūʻai, hāʻawi ʻia i kala i kala ʻole e hoʻonui i nā uku paneʻe? Ua pau nā mākeke kaulike ʻo US i ka hebedoma i hala me ka piʻi nui, a e nānā ka poʻe hoʻopukapuka i nā helu GDP USA i kēia Pōʻakolu e hoʻokolokolo ai i ka ʻaoʻao o nā mea kaulike a me ke kālā US. »
