WEEKLY MARKET SNAPSHOT 13 / 11-17 / 11 | Ziwerengero za GDP ku Germany, EZ ndi Japan, kuphatikiza ma CPIs ofalitsidwa ndi EZ, Canada ndi USA, akuwonetsa kuti sabata ikubwerayi ndi yofunika kwambiri
Cholinga chachikulu cha sabata ikubwerayi chimaphatikizapo GDPs ndi CPIs yazachuma zingapo zomwe zikutulutsidwa, pomwe kusowa kwa ntchito, ntchito komanso kuchuluka kwa malipiro apachaka kudzakhalanso ndi tanthauzo.
Lachiwiri likuwoneka kuti ndi tsiku lofunika kwambiri kwa amalonda a FX kuti akhalebe olimbikira komanso atcheru kwambiri. Kuwerenga kwa GDP ku Germany, Italy komanso Eurozone kudzawululidwa Lachiwiri, tsiku lomwe ladzaza ndi zochitika zachuma pazakalendala. CPI yaposachedwa kwambiri ku Eurozone iwunikiridwanso kwambiri, pomwe Lachiwiri madzulo madzulo chiwerengero cha GDP chaposachedwa ku Japan chidzaperekedwa, chikuyembekezeka kuwonetsa kuchepa kwa kukula, yen itha kuyang'aniridwa ngati chiwerengerocho chikuphonya, kapenanso kugunda zomwe zanenedwerazo patali.
Lolemba imayamba sabata limodzi ndi chiwonetsero cha mitengo yogulitsa ku Germany, miyala yamtengo wapatali yomwe Germany idasindikiza posachedwa ikulimbikitsa zotsalira zamakampani ndi zomwe zilipo pakali pano, kuphatikiza kuchuluka kwakukula kwa katundu wogulitsa kunja. Kuwonetseratu ngongole yanyumba ndi zomwe zatchulidwe kuti "kubweza ngongole" zidzafalitsidwa kuchokera ku USA ndipo ngakhale zili zochepa, ziwerengerozi zimayang'aniridwa ngati pali zofooka zilizonse pachuma chomwe chimayambitsidwa ndi ngongole komanso kutha kubweza.
Pankhani ya ngongole, deta yakakhadi yaku Australia imasindikizidwa, tisanapite ku zida zamakina ku Japan. Chuma cha Japan chikayamba kuwonetsa kuti pulogalamu ya Abenomics yagwira ntchito, pomwe Nikkei index waku Japan wafika posachedwa pazaka 25 zakubadwa, zapakatikati mpaka zazikulu monga izi ziziwunikidwa mosamala, kutengera luso lodziwika bwino la Japan.
Chakumadzulo bwanamkubwa wa BOJ Mr. Kuroda akalankhula ku Zurich, komwe koyambirira kwa tsiku lomwe masabata aku Switzerland akuwonetsetsa kuti adzafotokozere. Zochitika zazikuluzikulu pa kalendala yazachuma zamasiku ano zikumaliza ndikutulutsa kwaposachedwa kwa USA posindikizidwa, ikuyembekezeka kuwonongeka mpaka $ 45.0b mu Okutobala, kuyambira $ 8b mu Seputembala.
Lachiwiri imayamba ndikuwunika kwambiri China, yomwe kutsitsa / kutumizira kunja kumachepetsa posachedwa, monganso kukwera kwamitengo, kukwera kwa CPI ndi mitengo yolowera. Ogulitsa ndi ogulitsa mafakitale a YTD akuyembekezeka kupitiliza kukula ku China, ziwerengero za YoY zikuchepa pang'ono. Pomwe kutembenukira kumsika waku Europe kutsegulidwa, GDP YoY yaku Germany chiwerengerocho cha Q3 chidzafalitsidwa, chikuyenda pa 2.1%, chiyembekezo chikuyembekezeka kusintha pang'ono, mogwirizana ndi ziwerengero zaposachedwa kwambiri za data.
CPI yaku Germany ikuyembekezeka kusasintha pa 1.6%. GDP ya ku Italy YoY ikuyembekezeredwa kukhala yolimba pakukula kwa 1.5%, pomwe inflation yaku UK (CPI) idzayang'aniridwa mosamala, kuti zitsimikizire ngati 3% yapano ikuphwanyidwa, kukwera kwaposachedwa kwa BoE kukanakhala ndi vuto lililonse. Kuwerenga kwa RPI ndi PPI kumasindikizidwanso; ndi kufufuma kwa zinthu komwe kukuyenda pa 8.4% kuchepa kungatanthauze, mu chuma cholamulidwa ndi ntchito ndikulowetsa ogula kunja, kuti kutsika kwa chuma kukhoza kukhala kuti kudafikira panthawiyi. Zambiri zakukwera kwamitengo yakunyumba yaku UK zawululidwa, pakadali pano pa 5%, chiwerengerochi sichinasinthe madera ena aku UK omwe akuwonetsa kuchepa kwakukula. Ziwerengero zakukula kwamakampani ku Eurozone zimasindikizidwa, monganso kafukufuku wazachuma ku Zew, ku Germany komanso Eurozone yonse.
Chiwerengero chaposachedwa kwambiri cha kukula kwa Eurozone GDP chikuwululidwa, chikuyembekezeka kukhalabe ku 2.5% YoY. Akuluakulu oyang'anira mabanki apakati ndi wamkulu wa Fed a Janet Yellen apemphedwa kuti azichita misonkhano yapagulu pagulu la ECB komanso ku Frankfurt Lachiwiri, mwayi wodziwitsa mgwirizano wamagulu azachuma, pakati pa olamulira azachuma ambiri. Pali chidutswa cha USA PPI chatsindikizidwa, zisanachitike zochitika zazikulu zatsikulo; Chiwerengero chakukula ku GDP ku Japan, chomwe chikuyembekezeka kuchepa mpaka 1.4% pachaka ku Q3, kuchokera ku 2.5% mu Q2.
Lachitatu Nkhani yokhudza zachuma m'mawa imayamba ndi kuchuluka kwa kukwera kwamitengo ku UK, pakadali pano pa 2.2%, zikutsalira kutsika kwa CPI. Tsatanetsatane wa malipiro amafalitsidwanso ku Australia. Pambuyo pake m'mawa kusowa kwa ntchito ndi ntchito ku UK zimasindikizidwa, pakadali pano pa 4.3% omwe akusowa ntchito akuyembekezeredwa kuti asasinthe. Pamene chidwi chikuyang'ana ku New York lotseguka, kuwerenga kwaposachedwa kwa USA CPI kudzaululidwa; chiwonetserochi ndichakuti chiwonetsero cha MoM cha Okutobala chidachepa kufika pa 0.1%, zomwe zingakhudze chiwonetsero cha YoY, chomwe chikuyenda 2.2%. Ziwerengero zingapo zogulitsa ku USA zimaperekedwa, kugulitsa kwamalonda kwapamwamba pokhala kotchuka kwambiri, kuneneratu kuti kubwera posonyeza kukula kwa zero mu Okutobala.
Lachinayi zofalitsa zofunika kwambiri pakompyuta, zimayambira ku Australia ndi mitengo yake yoyembekeza kutsika (CPI), ikuwonetseratu kuwonetsa kusintha pang'ono kuchokera pamlingo wapano wa 4.3%, kusintha kwa ntchito ku Australia ndi kuchuluka kwa ntchito kuperekedwanso. Pomwe chidwi chikuyang'ana ku Europe ziwerengero zaposachedwa zogulitsa ku UK zidzawululidwa, pakadali pano ku 1.6% YoY, chiwerengerochi chitha kubwerera, kutengera zisonyezo zakusokonekera kwaposachedwa kochokera m'mabungwe azamalonda, monga BRC ndi CBI. Chiwerengero cha Eurozone CPI (inflation) chikuyembekezeka kukhalabe chosasintha, pa 1.5% pachaka.
Pamene New York ikutsegulira bizinesi, kusowa kwa ntchito sabata iliyonse komanso manambala opitilira kusowa kwa ntchito amasindikizidwa, monga momwe zidzakhalire posachedwa zakunja ndi mitengo yakunja. Kupanga kwa mafakitale ku USA kukuyembekezeka kukwera ndi 0.5% mu Okutobala, pomwe zambiri zakapangidwe zidzaululidwa. Chakumadzulo PMI waposachedwa ku New Zealand pakupanga adzalengezedwa, pakadali pano pa 57.5, chiwerengero cha Okutobala sichikuyembekezeka kuti chidzasokonekera kwambiri.
Friday zimayamba ndi kukokota kwakanthawi kochepa kwazidziwitso zaku Japan, pambuyo pake chidwi chimatembenukira kwa Kazembe wa ECB a Mario Draghi akuyankhula ku Frankfurt. Dongosolo lotulutsa zomangamanga ndi akaunti yomwe ilipo mu Eurozone, imadziwikanso panthawi yamalonda yaku London / Europe. Tikawona kutsegulidwa kwa USA ndi New York, timalandila mayendedwe aposachedwa pamayendedwe anyumba ndi zilolezo zomanga kuchokera ku USA, zomwe zitha kuchitidwa ndi kusiyanasiyana kwa nyengo, ngakhale ziwerengero zikuyembekezeka kuwonetsa kukula kwakunyumba kwa 5.2% mu Okutobala (MoM). Zomwe zaposachedwa kwambiri ku Canada zikuwululidwa, kunenedweratu ndikuti metric (CPI) siyingasinthe mpaka 1.6%.
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