Ndondomeko ya chiwongola dzanja cha Canada idzaunikiridwa sabata yamawa, pomwe banki yayikulu ikumana kuti ikambirane zakukwera mpaka 1.25%.
Pali malingaliro ambiri pamisonkhano yamasiku awiri ya Bank Of Canada yomwe ikuchitika sabata yamawa, chiyembekezo chachikulu ndichokwera kuchokera ku 1% mpaka 1.25%. Komabe, ofufuza ambiri apereka zifukwa zingapo zomwe banki yayikulu ingabwerere. Makamaka dollar yaku Canada idakwera kale motsutsana ndi ndalama zamalonda omwe adachita nawo kuyambira Disembala 2017, pomwe posachedwa oyang'anira a Trump adawopseza kuti athetsa mgwirizano wa NAFTA, womwe ungakhale ndi zotsatirapo zazikulu pakulimba ndi magwiridwe antchito azachuma ku Canada. Chifukwa chake BOC itha kusankha kuti isasinthe, m'malo mokweza chiwongola dzanja ndi 0.5%.
Mu nkhani zina China imasindikiza mndandanda wawo woyamba wazachuma wazaka. Lachinayi tidzalandira ziwerengero zaposachedwa pamakota ndi pachaka za GDP, kuphatikiza malonda ogulitsa ndi mafakitale. Chiyembekezo ndichosintha pang'ono pa GDP yapachaka, kutsika kuchokera ku 6.8% mpaka 6.7%, ndikuwonjezeka kwakukula kwa kotala ku 1.7%. Monga (mwina) injini yakukula padziko lonse lapansi, ziwerengerozi ziziwonedwa mosamala ngati pali zofooka zilizonse zachuma.
Lolemba ikuyamba sabata yogulitsa ndi data yamtengo wapatali yogulitsa mkaka ku New Zealand pamwezi, chifukwa chodalira zogulitsa mkaka monga zogulitsa kunja, manambalawa amayang'aniridwa mosamala kuti adziwe zofooka zomwe zingachitike mu chuma cha NZ ndikuchepetsa kufunika kwa Asia. Chiwerengero cha mitengo ku Germany chasindikizidwanso, pokhala ndi kusintha kwachuma kosalekeza mu 2017, ziwerengero zomaliza za chaka chomaliza cha Germany ziziwonedwa. Pakukula kwa 3.3% pakadali pano, chiyembekezo ndi chakuti chiwerengerocho chidzasungidwa.
Dziko la Japan likhala likugula ma bond, osakhala ndi vuto lalikulu koma popeza dziko la Japan lachepetsa kugula kwanthawi yayitali posachedwa, komwe kwadzetsa kuchuluka kwa yen, kugula kumeneku kuyang'aniridwa mosamala kwambiri. Malamulo amakina aku Japan akwera ndi 46.8% YoY mpaka Novembala, metric yofunikira kuti iwoneke, chifukwa kudalira kwa Japan pakupanga mafakitale pakupanga ndi kutumiza kunja.
Ziwerengero za Eurozone zogulitsa zidzaululidwa, pa € 18.9b zochulukirapo mu Okutobala, kusintha kwa Novembala kudzafunidwa. Zogulitsa nyumba zaku Canada zomwe zidalipo kale zidakwera ndi 3.9% YoY mpaka Novembala, chiwonetsero cha Disembala chiziwonetsedwa mosamala pazizindikiro zakumanga nyumba ndikuchepetsa ngongole zanyumba, zikubwera pambuyo pochepetsa kwaposachedwa kwa -7.7% pazilolezo zomanga.
On Lachiwiri akuwonekeranso ku Japan, zowerengera zakumaphunziro apamwamba ndi ziwonetsero za bankirapuse zidzasindikizidwa, asanawunikenso pamsika waku Europe. Chiwerengero chaposachedwa kwambiri cha CPI ku Germany chidzaululidwa, chomwe chikuyembekezeka kukhala chosasinthika pa 1.7%. Ma data osiyanasiyana akukwera mtengo amaperekedwa ndi UK ONS, CPI pakadali pano ili pa 3.1%, zanenedweratu zimasiyanasiyana ngati milanduyi ingakwere mpaka 3.2% + kapena kubwereranso ku 3%. Zowonjezera mitengo yamakampani zomwe zikuyenda zikuyenda pa 7.3%, kuwerengetsa kumeneku kudzayang'anidwanso, chifukwa kuwonjezeka kulikonse kungakulitse kukwera kwamitengo kwakanthawi kochepa, komwe kungapangitse kuti UK BoE iganizire kukweza mtengo woyambira pamwamba pa 0.5 %. Mitengo yanyumba ku UK idakwera pafupifupi 4.5% YoY mpaka Okutobala, kupitiriza kwa izi kukuyembekezeka. Japan ilinso pa radar yatsopano, popeza makina amalamula kuti atseke nkhani zamakedzana zachuma.
Lachitatu amawona gulu limodzi lazidziwitso zaku Australia zikufalitsidwa; ngongole zanyumba, ngongole zandalama komanso phindu la ngongole, kugula kwa bond kanthawi kochepa ku Japan kudzaunikidwanso. Pamene misika yaku Europe itsegulidwa, ziwerengero zaposachedwa kwambiri za CPI za Eurozone zidzaululidwa, pakadali pano ku 1.5% palibe chiyembekezo chilichonse chosintha. Kulembetsa kwamagalimoto atsopano m'derali komanso zambiri zakapangidwe kake kumadziwikanso.
Pomwe cholinga chathu chikubwerera ku North America tidzalandira ma data obweza ngongole mlungu uliwonse ku USA, kupanga mafakitale kukuyembekezeka kukwera kuchokera ku 0.2% mpaka 0.3% mu Disembala, chiwerengero cha USA manufacturing (SIC) chatulutsidwa, pakukula kwa 0.3% mu Novembala kuneneraku kungosintha pang'ono kapena ayi. Kafukufuku wa NAHB adasindikizidwa, omwe amapereka chidziwitso chaumoyo wathu wonse pakumanga nyumba ndi kugula nyumba ku USA. Banki yayikulu yaku Canada iulula chisankho chake chatsopano chokhudza chiwongola dzanja chachikulu, chiyembekezo chikuyembekezeka kukwera mpaka 1.25% kuchokera ku 1%. Zotsatira zakusankhaku, dollar yaku Canada ikuyenera kukuganiziridwa kwambiri pomanga komanso chisankho chitawululidwa.
USA Fed imafalitsa zomwe zimadziwika kuti buku lake la beige; lipotili limasindikizidwa kasanu ndi kamodzi pachaka. Federal Reserve Bank iliyonse imasonkhanitsa zidziwitso zazomwe zikuchitika pazachuma mdera lake, kudzera mu malipoti ochokera ku Mabanki ndi mabizinesi akomweko, lipotilo limayambira msonkhano wokhazikitsa mitengo ya FOMC, makamaka pamasabata awiri. Bukuli limafanana ndi a Mr. Evans ochokera ku Fed akukamba nkhani yokhudza zachuma ndi ndalama.
Lachinayi imayamba ndikuwongolera zidziwitso za ku Australia; kufalitsidwa kwa chiyembekezero cha inflation chaku Australia mu Januware, pakadali pano pa 3.7% palibe chiyembekezo chilichonse. Nambala zantchito ndi ulova ku Australia zasindikizidwa, pakadali pano kuchuluka kwa ulova ndi 5.4%, pomwe omwe akutenga nawo mbali ndi 65.4%. Tilandira gawo loyamba lazidziwitso kuchokera ku China panthawi yamalonda Lachinayi m'mawa, ziwerengero zaposachedwa kwambiri ku China zapagawoli komanso zapachaka za GDP ndizodziwika bwino. Zonenedweratu kuti ndi kugwa kwa 6.7% kuchokera ku 6.8% pachaka ndipo chiwonetsero chaposachedwa cha kotala chikubwera ku 1.7%. Kukula kwa malonda ku China akuyenera kukhalabe pa 10.2% YoY, ndikupanga mafakitale YoY akuyembekezeka kukhalabe 6.1% kukula. Ziwerengero zopanga mafakitale ku Japan zimasindikizidwanso pamalonda aku Asia.
Palibe zochitika zapakalendala zachuma zokhudzana ndi Europe Lachinayi, yang'anani ku USA ikuyamba pomwe nyumba zikuyembekezeka kugwa ndi -2.1% mu Disembala, ndi ziphaso zomwe zikuyembekezeka kubwera pa -0.8% mwezi womwewo. Ziwerengero zoyambirira komanso zopitilira ntchito zantchito zidzatulutsidwa, pomwe mafuta osakongola amatseka nkhani zachuma ku USA patsikuli.
Friday imayamba ndi madipatimenti aku Japan omwe amagulitsa masheya, ndikupeza zotsatira zina zakugula ma bond. Chidwi chikatembenukira ku Europe chiwonetsero chamitengo yaposachedwa kwambiri ku Germany chasindikizidwa, monganso momwe muliri akaunti yaku Eurozone. Zogulitsa ku UK zimasindikizidwa, pakadali pano pakukula kwa 1.5% YoY chiwerengerochi chikuyang'aniridwa, chifukwa kudalira ku UK pakugwiritsa ntchito kwa ogula. Ziwerengero zopanga zogulitsa zochokera ku Canada zidzafalitsidwa, monganso yunivesite yaposachedwa yaku Michigan yowerengera Januware, ikuyembekezeka kubwera ku 97.3 kuchokera 95.9.
« USD / JPY igwa chifukwa ma Chinese FX akuluakulu akuganiza zothetsa kugula kwa ma bond US, ma SPX amasindikiza tsiku loyamba kutayika la 2018, mafuta a WTI afika kale osawoneka kuyambira 2014. Msika wamsika waku US ukhala ndi mbiri yatsopano, Brent crude break $ 70 per barrel handle, euro rises on hawkish ECB statement. »
