Misika yapadziko lonse lapansi ikugulitsidwa pomwe US-China ikukambirana zamalonda pafupi, kutsika kwamafuta pakuwonjezeka kwazinthu.
Malonda a Bearish ku Europe adakhazikitsa njira yogulitsira malonda aku Western Hemisphere Lolemba, misika yayikulu ku: UK, France ndi Germany yonse idatsekedwa kwambiri. UK FTSE 100 inatha tsikulo pansi pa 0.91%, ndi DAX kutsiriza tsiku la malonda pansi pa 0.63%. Zodetsa nkhawa zazambiri zikadalipobe kwa osunga misika yaku Europe, ndikuchepetsa malingaliro onse.
Zokhumudwitsa za PMI zokhudzana ndi Eurozone zidasindikizidwa sabata yatha, zomwe zidaphonya zolosera patali pang'ono, ndikuwulula kuti (m'magawo ena) Germany ndi imodzi yokha yomwe idaphonyedweratu kuti ifike pakugwa kwachuma. Mawerengedwe ofooka a Markit PMI adatsindikitsidwanso ndi ECB kutsitsa zolosera zake zakukula. Monga gwero lalikulu la kukula kwa ku Europe, zovuta zomwe zingayambitse kuchepa kwachuma ku Germany siziyenera kunyalanyazidwa, potengera momwe msika wapadziko lonse lapansi ukukhudzidwira.
Ndi mavoti a Brexit pazosintha zosiyanasiyana, zomwe zikuyenera kuchitika ku Nyumba Yamalamulo yaku UK Lachiwiri madzulo, Lolemba sterling adavutika kuti apitilizebe, zomwe zidapangitsa kuti GBP / USD ikweze pafupifupi. 2.5% sabata yatha. Awiri akuluwo anali kugulitsa pafupi ndi 1.316 pivot point tsiku lililonse, kutsika ndi 0.37% pamalonda amadzulo Lolemba. Ndalama ziwiri, zomwe nthawi zambiri zimatchedwa "chingwe", zakwera ndi 3.64% mwezi uliwonse, koma zikugulitsa pansi -6.47% pachaka. EUR / GBP idakwera ndi 0.53% patsiku, kuphwanya R1 m'mawa wa London-European gawo lazamalonda, kutseka magawo amalonda amasiku ano ku 0.868. Ngakhale chiyembekezo chaposachedwa chokhudza kusagwirizana kwa Brexit sikutha kupewedwa, EUR/GBP yachepetsa kutayika kwake mpaka -1.53% sabata iliyonse.
Mabizinesi aku UK adayamba kukopa boma la UK. Lolemba, funsani EU kuti ayimitse chigamulo cha 50 chochotsa. Pakadali pano, mabwana am'masitolo akuluakulu ku UK adachenjezadi kuti kusachokapo, kupangitsa kuti mashelufu awo am'sitolo azikhala opanda zokolola zatsopano ndikupangitsa kuti mitengo yazinthu zazikulu zikwere kwambiri.
Misika yaku USA idapitilirabe msika womwe udakhazikitsidwa ndi Europe koyambirira kwa tsikulo, makampani awiri akuluakulu mdziko muno akulemba ziwonetsero zokhumudwitsa, zomwe zikuwonetsa kuwonongeka kwamitengo ya Trump (mwa zina). Chomera cholemera, chopanga makina Caterpillar, nthawi zambiri chimawonedwa ngati thermometer; kuyeza thanzi ndi kutentha kwa chidaliro ndi ntchito zabizinesi yapadziko lonse lapansi, zidawona kutsika kwamitengo yake pafupi ndi 8%, chifukwa cha phindu lake la kotala lomwe likusowa kuyerekezera kwa Wall Street ndi mtunda.
Kampaniyo idadzudzula kugwa kwa phindu pa: kufewetsa kufunikira kwa China, dola yamphamvu, zokwera mtengo zopangira ndi zonyamula katundu, makamaka monga momwe USD idapindulira poyerekeza ndi ndalama zina zaku Asia mu chaka cha 2018, makamaka yuan, pomwe ndondomeko ya tariff ya Trump idabweza, popangitsa kuti katundu waku US azikwera mtengo kwambiri. kwa opanga m'nyumba.
Wopanga masewera apakompyuta waku America, Nvidia, nayenso adatsika mtengo atasindikiza ziwerengero zake zaposachedwa, zomwe zidatsika ndi 12% masana, pambuyo poti wopanga chipyu adachepetsa kuyerekeza kwake kwa kotala lachinayi, ndi pafupifupi theka la biliyoni. Kampaniyo idakhudzidwa kwambiri ndi kufunikira kofooka kwa tchipisi tamasewera ku China komanso kutsika kuposa kugulitsa kwa data center.
Dow Jones Industrial Average idalembetsa kutsika kwa ma point 300, kapena 1.23% pofika masana nthawi yaku US, popeza chiyembekezo chinazimiririka kuti zokambirana za USA-China zikhala ndi zotsatira zabwino. Komabe, pamene malonda akuyandikira kumapeto, indexyo idapezanso malo omwe adatayika ndipo pofika 20:15pm nthawi yaku UK index idataya zotayikazo, kukhala pansi 250 point, kapena 1%. SPX idataya ma point 25, kapena 0.89%, pomwe Nasdaq Composite idatsika ndi 1.35%, kutsika pansi pa 7,000 yovuta, kuti igulitse pa 6,670. EUR/USD idakwera 0.13% mpaka 1.142, pomwe USD/JPY idakwera ndi 0.14% pa 109.35.
Makampani opanga magetsi aku US adanenanso sabata yatha za kuchuluka kwa makina obowola mafuta, kwa nthawi yoyamba kuyambira kumapeto kwa Disembala 2018. Kupanga mafuta osakanizika ku US, komwe kudakwera migolo 11.9 miliyoni patsiku m'masabata omaliza a 2018. zidasokoneza malingaliro pamsika wamafuta. M'magawo a Lolemba amalonda a WTI adatseka tsikulo pafupifupi. 3% pa $42.14 pa mbiya, ndi mtengo wa Brent akuvutika kusunga $60 mbiya chogwirira.
Pali nkhani zingapo zomwe zakhudzidwa kwambiri, zokhudzana ndi chuma cha US, zomwe amalonda a FX akuyenera kukhala tcheru, panthawi yamalonda a Lachiwiri. Zogulitsa zamalonda zapamwamba zidzasindikizidwa, monganso kuwerenga kwaposachedwa kwa makasitomala kuchokera ku Conference Board. Kuwerenga kwachidaliro kukuyembekezeka kugwa mpaka 124.6 mu Januware, kuchokera ku 128.1. Mitundu yosiyanasiyana yamitengo yanyumba ya S&P Case Schiller idzasindikizidwanso, akatswiri aziwunikanso zambiri kuti apeze zizindikiro zosonyeza kuti kubwereketsa kokwera kumakhudzanso malingaliro ogula nyumba. Kuwerenga kophatikiza kwamizinda 20 kukuyembekezeka kutsika ndi 4.9% pachaka mpaka Novembala, kuchokera pa 5.04% m'mbuyomu.
Pazochitika zazikuluzikulu zomwe sizinatchulidwe pa kalendala yazachuma, United States ndi China ziyamba kukambirana Lachitatu Januware 30, pofuna kuthetsa mikangano yawo, ponena za tit for tat, tariff policy, mayiko onsewa akhala akuchita kuyambira 2018. Amalonda a FX adzafunikanso mtengo wamtengo wapatali wa dola ya US pokhudzana ndi zomwe zikuyembekezera kukula kwa GDP, zomwe zidzasindikizidwa Lachitatu. Bungwe la Reuters likulosera za kugwa kwa 2.6% pachaka, kuchokera pa msinkhu wa 3.4%. Kuwerenga uku kudzatulutsidwa tsiku lomwe FOMC idzalengeza ndondomeko yawo yamakono yokhazikitsa mitengo, pambuyo pa zokambirana za masiku awiri. Chiyembekezo ndi chakuti mipando ya Fed idzalengeza kuti palibe kusintha kwa chiwongoladzanja chachikulu cha 2.5%, pamene akupereka malingaliro owonjezereka a ndondomeko ndi malingaliro, kutengera kufooka kwa zofuna zapadziko lonse.
ZOCHITIKA PA KALENDA YA CHUMA PA JANUARY 29
Mabizinesi a AUD National Australia Bank (Dec)
Malingaliro a kampani AUD National Australia Bank Business Confidence (Dec)
CHF Trade Balance (Nov)
CHF Exports (MoM) (Dec)
CHF Imports (MoM) (Nov)
USD Redbook index (MoM) (Jan 25)
USD Redbook index (YoY) (Jan 25)
USD S&P/Case-Shiller Mtengo Wanyumba (YoY) (Nov)
USD Consumer Confidence (Jan)
USD 52-Week Bill yogulitsa
USD 7-Year Note Note Auction
Kuvota kwa Nyumba Yamalamulo ya GBP ku UK pa Brexit Plan B
USD API Weekly Crude Oil Stock (Jan 25)
« USD ikuyang'aniridwa, pamene amalonda a FX akuyamba kutembenukira ku msonkhano wa FOMC sabata ino. Osavutika ndi temberero la kugulitsa mopitilira muyeso, pomwe njira zosavuta zothanirana ndi vutoli zitha kupezeka »
