Mipikisano yowonjezereka yotsutsana kwambiri ndi anzawo, monga ntchito yatsopano ya Brexit yoperekedwa ndi a Pulezidenti May ku Parliament, mayiko a US omwe ali ndi chiwerengero cha chiwerengero cha amitundu akukwera chifukwa cha mantha a nkhondo.
Prime Minister waku UK adalankhula, ndikupereka Lamulo loti achoke (WA) ku Nyumba Yamalamulo, Lachiwiri. Kulankhula komwe adalonjeza kusintha kosiyanasiyana, kuti mgwirizanowu udze kudzera mu Nyumba ya Commons mwavoti, sabata yoyamba ya Juni. Chinthu chodabwitsa kwambiri pazokonzanso, chinali ndi mwayi wokhala ndi chisankho chachiwiri pa WA, ngati mgwirizano wake udavoteledwa. Monga kusakanikirana kosafanana kwamanyazi, ataphimbidwa ndi nthambi ya azitona yomwe idafota, kutchova njuga kwake kudalephera modabwitsa. Atangolankhula modabwitsa, atadzazidwa ndi chilakolako chabodza, adagwa nkhope yake pansi ndipo ambiri mwa aphungu ake a Tory adamutsutsa. Pafupifupi aphungu onse (ochokera maphwando onse) adadzudzula mwayi wawo wosachita bwino komanso mpukutu womaliza wa dayisi, asanapume pantchito yoyipa mu Julayi.
Kwa akatswiri ndi amalonda a FX, machitidwe owoneka bwino nthawi yamasana, anali umboni (ngati pakufunika) kuti zochitikazo zimayendetsa misika yathu komanso momwe misika ya FX imagwiranso ntchito osati yolosera. GBP / USD idawonetsa buku lolembera, kuwonongera mtengo, mosiyanasiyana kwambiri, pamasiku otsatsa malonda. Kumayambiriro koyambirira kwa malonda aku London-European, mtengo udatsika kudzera pa S2, kuti usindikize zotsika tsiku ndi tsiku 1.268. Mtengo udatsalabe muzochita zotsika mtengo, mpaka Akazi a May atulutsa mawu ake.
Nkhani itamveka yonena za chisankho chake chachiwiri, omwe akuchita nawo msika wa FX nthawi yomweyo adapereka phindu, akukhulupirira kuti kukhalabe ku EU tsopano kuthekera. GBP / USD idasinthiratu mwamphamvu ndikuphwanya R3, ikukwera ndi 0.70%, kuti isindikize kukwera tsiku ndi tsiku kwa 1.281, pasanathe mphindi zisanu, kutulutsa kwake kutulutsa. Komabe, pomwe aphungu a MP adachita izi mwachangu, GBP / USD idasiya zomwe zapindula tsikulo kuti zisinthe njira ndipo pofika 20:40 pm Nthawi yaku UK Lachiwiri, awiriwa adagulitsa ku 1.270, pafupi ndi S1 ndikutsika -0.20% pa tsiku. Mwachilengedwe, chochitika chatsopanochi chidawongolera nkhani zachuma / zandale zaku UK.
Komabe, panali nkhani zingapo zoyipa zosonyeza kuti chuma cha ku UK chinali choopsa, kutsogolera kwa Brexit, komwe kunathandiza kudziwa komwe angakhazikike asanalankhule Meyi. British Steel yomwe idasinthidwa posachedwa, katundu wawo (popanda ngongole za penshoni) adagulidwa ndi thumba la hedge kuchokera ku TATA ndi ndalama za boma la UK, amafuna ndalama zokwana mapaundi miliyoni 120 kuchokera ku boma la UK sabata yatha ndipo Lachiwiri eni ake amafuna £ 30m ina. Ngati malipirowo sanachitike Lachiwiri madzulo, adaopseza kutseka mbewu, ndikuwonongeka kwathunthu kwa ntchito pafupifupi 25,000. Chingwe chodyera, chotsogola ndi wophika wotchuka Jamie Oliver, chidasokonekera Lachiwiri, ndikuwonongeka kwa ntchito 1,500 ndi ngongole za $ 90m. Ndipo kafukufuku wogulitsa / kuyitanitsa kwa CBI adalemba zosokoneza -10 zomwe zidasindikizidwa mu Meyi, motsutsana ndi kuneneratu kwa Reuters za -5, kuwerenga kotsika kwambiri komwe kudasindikizidwa kuyambira nthawi ya Great Recession.
Lachiwiri linali tsiku lopanda phokoso pazochitika zapa kalendala yachuma zochokera ku USA, zomwe zidalipo zogulitsa nyumba zidasindikizidwa; kuwerenga kunasowa kuneneratu kwakukwera kwa 2.7%, kumabwera pa -0.4% mwezi pamwezi wa Epulo. Dola yaku US lidalemba zopindulitsa motsutsana ndi anzawo ambiri panthawi yamalonda Lachiwiri, pomwe misika yamsika yaku US idatsekedwa patsikulo. Kuopsa kwakusangalatsidwa kudalimbikitsidwa chifukwa chosowa zonenedwa, pokhudzana ndi nkhondo yamalonda, USA idafunafuna China. Huawei yakhazikitsa Lachiwiri ndi mafoni ake apamwamba kwambiri a Honor 20 Lachiwiri; motsutsana bwino ngati iPhone yaposachedwa, koma ochepera theka la mtengo. Zachidziwikire, kuyikidwa pamndandanda woletsedwa dzulo ndi Trump, sizinali zongochitika nthawi yokha.
Nthawi ya 21:00 m'mawa ku UK Lachiwiri, index ya dollar, DXY, idachita 0.14% kukhala pamalo opitilira 98.00 pa 98.04. USD / JPY adagulitsa 0.46% pa 110.56, pomwe chiwopsezo chotetezera cha yen chidachepa, USD / CHF idagulitsa 0.30% pazifukwa zofananira. EUR / USD yogulitsidwa pafupi ndi lathyathyathya, kutsika ndi 0.06% pa 1.116, kugwa kwapakatikati kumalipira ndalama zambiri ku mphamvu ya USD patsikuli, motsutsana ndi kufooka kwa yuro, zomwe zikuwonetsedwa ndi ndalama imodzi yamabungwe omwe amalembetsa zopindulitsa motsutsana ndi anzawo ambiri patsikulo; EUR / GBP idagulitsa 0.18% pa 0.878, gawo lotsika kwambiri kuyambira pakati pa February. SPX idatseka 0.86% ndipo chatekinoloje yolemera NASDAQ idatseka 1.03%.
Lachitatu ndi tsiku lotanganidwa pazochitika za kalendala yachuma komanso kutulutsidwa kwa deta, zomwe amalonda a FX akuyenera kukhala tcheru. Nthawi ya 8:30 m'mawa ku UK, a Mario Draghi, Purezidenti wa ECB, ayankhula ku Frankfurt, zomwe zimatha kusiyanasiyana, kutengera ziwopsezo zosiyanasiyana komanso zovuta zomwe dera la EZ likukumana nalo. Pambuyo pake, nthawi ya 9:30 m'mawa, nkhani zaposachedwa kwambiri zakukwera kwamagetsi ku UK zatulutsidwa. Chiyembekezo, kutengera kulosera kwa Reuters, ndikuwonjezeka pakuwerenga kwa CPI pachaka ku UK mpaka 2.2% ya Epulo, kuyambira 1.9% mu Marichi. CPI ya Epulo ikuyembekezeredwa ku 0.7% mwezi umodzi, koposa kuchuluka kwa mwezi kwa 0.00-0.02%, yolembetsedwa ku UK pazaka zaposachedwa. Sterling atha kuchitapo kanthu pakuwerengedwako ngati zomwe akuyembekezerazo zakwaniritsidwa, ngati akatswiri ndi amalonda a FX atenga BoE atha kukweza chiwongola dzanja chachikulu kuchokera ku 0.75%, kale kuposa momwe amayembekezera kale. Manambala osiyanasiyana obwereketsa aboma ku UK adzafalitsidwanso ndi ONS, chiwongola dzanja chambiri chikuyembekezeka.
Madzulo madzulo, nthawi ya 19:00 pm nthawi yaku UK, mphindi zakumapeto kwa Meyi 1, mfundo za FOMC zachuma ndi msonkhano wokonza mitengo, zidzafalitsidwa. Chochitika chomwe chingasunthire mtengo wa USD, ngati nkhaniyo ili ndi zodabwitsazi, monga; chitsogozo chilichonse chakutsogolo chomwe chikusonyeza kusintha kwa mfundo zandalama, kuyambira pachiwopsezo kupita ku hawkish.
« Kupanga njira yosavuta yogulitsira FX, pang'onopang'ono komanso motsimikizika, chidutswa chidutswa. Yen imalemba zolembera zapakatikati poyerekeza ndi anzawo monga zidziwitso zamalonda zikusonyeza kusintha, sterling ikupitilizabe kugwa kwake kokhudzana ndi Brexit, pomwe amalonda akudikirira mphindi zamisonkhano ya FOMC. »
