Okutobala 31 • Ndemanga za Msika • 6860 Views • 1 Comment pa European Rag ndi Bone SPIVS amachita ulendo wa Asia pamene akusonkhanitsa Air Miles
Mfundo, akhoza kupanga bulu mwa U ndi INE…
Zikuwoneka kuti yankho lavuto la Eurozone, lotulutsidwa m'misika yomwe atolankhani ambiri adalemba ngati mwana yemwe mndandanda wake wa Khrisimasi udasankhidwa, wapatsidwa juisi. Kudziwa tsatanetsatane ndi njirayi kunali lingaliro komanso chiyembekezo choti China ndi Japan angadumphe mwayi wogula mtundu wina wa ma Eurobond kuti ateteze m'modzi mwa omwe akuchita nawo malonda. Japan ndiye waposachedwa kwambiri kutulutsa nthabwala. Mwina ndi uta, osati uta wathunthu kungochotsa "kuchotsani gehena, kodi mukugwiritsa ntchito mankhwala osokoneza bongo?" lembani uta.
Zikufika pachinthu china mukafunsa China kuti ikupulumutseni pamaziko oti muyenera kuthandizira apo ayi sitingathe kulowetsa katundu wanu m'mavoliyumu omwe tili nawo. China ikhoza kutulutsa nsidze imodzi, yang'anani zogulitsa zatsopano za iPhone ndikuganiza; “Mudzatero, palibe amene angapereke 'zinthu' zomwe timapanga ndipo ngati pangakhale mavuto azachuma padziko lonse lapansi tikamagula ngongole zomwe simudzabweza sizikuthandizani, makamaka ngati (monga gawo la dongosololi ) nonse mukuwoneka kuti mwakwatirana ndi malingaliro anu osakwanira .. ”Koma kuti mufunse Japan, dziko lomwe lakhalapo (mwina lidakali pakati) zaka khumi ndi zitatu zokhazikika / kusakhazikika, yemwe ngongole yake ku GDP chiwonetsero ndi pafupifupi 220% ndipo yemwe akumenyera kupondereza phindu la ndalama zake zapakhomo (yen) opatsidwa olingalira awona kuti ndi malo otetezeka ngati Swiss franc, yomwe ikupheranso kupha kuthekera kwake kopanga njira yotumizira kunja ikufutukula kukhulupilika ndi kukhulupilira kwambiri. Komabe, ndi pomwe ife tiri.
Japan yauza wamkulu wa thumba la bailout ku Europe komanso wogulitsa 'motel woyenda' Klaus Regling Lolemba kuti apitiliza kugula ma bond ake, komabe, monga anzawo omwe akuyembekeza kugulitsa ku China, sangadzipereke kuyika ndalama mgalimoto ina iliyonse onjezerani mphamvu yakutulutsira ndalama. Klaus Regling Wamkulu ku European Financial Stability Facility (EFSF) anali ku Tokyo atalephera kukhothi ku China kumapeto kwa sabata. Ulendo wake umabwera asanafike msonkhano wa atsogoleri a G20 ku Cannes Lachinayi ndi Lachisanu omwe opanga mfundo akuyembekeza kuti apeza malonjezano a ndalama zochulukirapo kuti athetse mavuto azachuma. Atsogoleri aku Europe akuyang'ana kumayiko omwe ali ndi ndalama zakunja, monga China, Japan ndi chuma cha BRICS, kuti apereke ndalama zowonjezerapo zolimbitsa thumba kuti lifike pafupifupi 1 triliyoni euros kuchokera kumunsi kwa ma 200 biliyoni. Mantha ndikuti mabanki akulu ku Europe atha kungopeza gawo limodzi mwa magawo khumi azachuma zomwe akuwonetsetsa kuti akuwongolera, ndikupangitsa nkhawa kuti omwe amapanga mfundo zolimbikitsira obwereketsa m'derali atha kulephera. Atsogoleri a European Union anenetsa kuti mabanki aku Europe awonjezere kuchuluka kwa ndalama "zabwino kwambiri" zomwe amakhala nazo kumapeto kwa Juni, ndikupanga ndalama zokwana 106 biliyoni ($ 150 biliyoni).
"Boma la Japan lipitiliza kugula ma bond a EFSF omwe takhala tikupereka m'miyezi 10 yapitayo ndipo tikupitilizabe kulumikizana ndi zamtsogolo," Regling adauza atolankhani atakumana ndi a Takehiko Nakao, wachiwiri kwa nduna yazachuma ku Japan. Mwina ulendowu ndi nthumwi ya Eurozone sizinasokoneze lingaliro la akuluakulu aku Japan kuti awononge ndalama zawo.
Ndalama yaku US idaphulika motsutsana ndi yen kwambiri zaka zitatu Lolemba, ikumenya miyezi itatu kuchokera pomwe Japan idalowa mumsika wa FX kuti ichepetse kukwera kwa yen, ngakhale amalonda amakayikira kuti kusunthaku kungakhudze kwanthawi yayitali. Dola, lomwe latsala pang'ono kugundidwa ndikuchulukirachulukira kopitilira muyeso ku Federal Reserve, komwe kudakulitsidwa ndi zopitilira 4 peresenti nthawi imodzi mpaka ma yen a 79.55, atagunda nthawi ina yotsika ndi yen ya 75.31 koyambirira kwa malonda aku Asia. Unduna wa Zachuma a Jun Azumi adati Tokyo idalowa pamsika nthawi ya 10:25 m'mawa ndipo ipitiliza kulowererapo mpaka itakhutira ndi zotsatira zake. Kubwerera kwachiwiri kwa Tokyo m'misika yamalonda kuyambira pomwe idagulitsa mbiri yake ya ma yen trilioni 4.5 ($ 59.4 biliyoni) pomwe idalowererapo pa Ogasiti 4, ikutsatira machenjezo a boma ndi akuluakulu abanki yayikulu.
Azumi adauza msonkhano wa nkhani.
Ndanena mobwerezabwereza kuti titenga njira zothanirana ndi zoyeserera pamsika. Tsoka ilo (msika) sanawonetse maziko athu azachuma konse. Ndakhala ndikulankhulana pafupipafupi (ndi mayiko ena), ndakhala ndikulankhula zakomwe aku Japan ndi zomwe amakonda pamipando yayikulu.
Azumi adati pomwe Lolemba adalowererapo payekha, anali kulumikizana mosalekeza ndi anzawo akunja.
Ku USA nkhani zopindulitsa zazikulu kwambiri kwazaka pafupifupi khumi zachulukitsa kubwerera kwa Chuma pamwambapa pazaka 30 zapitazi, nthawi yoyamba zomwe zidachitika nkhondo Yapachiweniweni isanachitike. Mabungwe omwe akhala akugwira ntchito kwa nthawi yayitali apeza 11.5% pachaka pafupifupi pazaka makumi atatu zapitazi, ndikumenya kuwonjezeka kwa 10.8% mu S&P 500. Ndalama zaku US zosunga ndalama zachulukanso mpaka 3.6 peresenti kuyambira 2005 ndipo zawonjezeka 5.1% kuyambira pakuzama kwa mavuto azachuma mu Disembala 2008, poyerekeza ndi 3.1% pazaka 10 zapitazo, malinga ndi kafukufuku waboma.
Ngongole za boma la US zikwera 7.23% chaka chino, malinga ndi Bank of America Merrill Lynch a US Master Treasury index. Zotetezedwa m'matauni zabweza 8.17 peresenti, zolemba pamakampani zapeza 6.24% ndipo ngongole zanyumba zakula 5.11 peresenti. Mndandanda wa S&P GSCI wazinthu 24 wabweza 0.25%. Pomwe chuma cha zaka 10 chatulutsa ma 10 point, kapena 0.10% point, sabata yatha mpaka 2.32%, atsika kuchokera ku 3.77% chaka chino pa Feb. 9. Mtengo wa chilinganizo cha 2.125% cholemba kuyambira Ogasiti 2021 udatsika 27 / 32, kapena $ 8.44 pa $ 1,000 pamtengo, m'masiku asanu atha Okutobala 28 mpaka 98 10/32, malinga ndi data ya Bloomberg Bond Trader.
Otsutsa adalimbikitsa kubetcha kwawo pamitengo yayikulu kwambiri kuyambira mu Ogasiti pomwe chiyembekezo chakukula ku US ndi Europe chidatumiza mitengo kumsonkhano wawo waukulu kwazaka zopitilira ziwiri. Oyang'anira ndalama adalimbikitsa maudindo awo ophatikizika mtsogolo mwa 18 mtsogolo mwa US ndi zosankha zawo mwa 13% mpaka ma 831,421 contract sabata yatha Oct. 25, chiwonetsero chazidziwitso za Commodity Futures Trading Commission. The Index & Poor's GSCI Index yazinthu zopangira 24 zadumpha 10% mu Okutobala, panjira yopeza phindu lalikulu kuyambira Meyi 2009.
misika
Misika ya ku Asia inavutitsidwa usiku uliwonse, malonda oyambirira. The Nikkei inatsegula 0.69%, ndi Hang Seng yatsekedwa 0.77% ndipo CSI inatseka 0.51%. ASX 200 inatsegula 1.27%. M'misika ya ku Ulaya pa 9.50am GMT STOXX ili pansi pa 1.9% ndi FTSE 1.22% ndi CAC pansi 2.13% ndipo DAX pansi 1.67% momwe SPX ikuwonetsera mtsogolo ili pansi pa 1%. Brent yopanda ndalama $ 36 mbiya ndi golide imachepera $ 27 nthawi imodzi.
Zotsatsa zomwe zingasokoneze malingaliro a msika madzulo
National Association of Purchasing Management, Chicago Affiliate (pamwezi) ndiye yekhayo amene angatulutse uthenga lero masana. Kafukufuku wa Maogula Ogula kudera lonse la Illinois, Indiana ndi Michigan, omwe cholinga chake ndi kuyesa momwe bizinesi ikuyendera. Kafukufukuyu akukhudza madera monga maoda atsopano, kuchuluka kwa zida, kupanga, kupereka ndi ntchito. Mayankho amagwiritsidwa ntchito polemba 'index diffusion'. 50 imagwiritsidwa ntchito ndi chiwonetsero; chiwerengerochi ndi chachikulu kuposa chimene chikusonyeza kukula, pomwe chidule chikuwoneka ndi munthu wazaka zosapitirira 50. Kafukufuku yemwe adachitika ku Bloomberg ofufuza apereka kuyerekezera kwapakati pa 59.0. Mndandanda wa mwezi watha udawonetsa chiwerengero cha 60.4.
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A European Rag ndi Bone SPIVS amachita ulendo wa Asia pamene akusonkhanitsa Air Miles
Okutobala 31 • Ndemanga za Msika • 6860 Views • 1 Comment pa European Rag ndi Bone SPIVS amachita ulendo wa Asia pamene akusonkhanitsa Air Miles
Mfundo, akhoza kupanga bulu mwa U ndi INE…
Zikuwoneka kuti yankho lavuto la Eurozone, lotulutsidwa m'misika yomwe atolankhani ambiri adalemba ngati mwana yemwe mndandanda wake wa Khrisimasi udasankhidwa, wapatsidwa juisi. Kudziwa tsatanetsatane ndi njirayi kunali lingaliro komanso chiyembekezo choti China ndi Japan angadumphe mwayi wogula mtundu wina wa ma Eurobond kuti ateteze m'modzi mwa omwe akuchita nawo malonda. Japan ndiye waposachedwa kwambiri kutulutsa nthabwala. Mwina ndi uta, osati uta wathunthu kungochotsa "kuchotsani gehena, kodi mukugwiritsa ntchito mankhwala osokoneza bongo?" lembani uta.
Zikufika pachinthu china mukafunsa China kuti ikupulumutseni pamaziko oti muyenera kuthandizira apo ayi sitingathe kulowetsa katundu wanu m'mavoliyumu omwe tili nawo. China ikhoza kutulutsa nsidze imodzi, yang'anani zogulitsa zatsopano za iPhone ndikuganiza; “Mudzatero, palibe amene angapereke 'zinthu' zomwe timapanga ndipo ngati pangakhale mavuto azachuma padziko lonse lapansi tikamagula ngongole zomwe simudzabweza sizikuthandizani, makamaka ngati (monga gawo la dongosololi ) nonse mukuwoneka kuti mwakwatirana ndi malingaliro anu osakwanira .. ”Koma kuti mufunse Japan, dziko lomwe lakhalapo (mwina lidakali pakati) zaka khumi ndi zitatu zokhazikika / kusakhazikika, yemwe ngongole yake ku GDP chiwonetsero ndi pafupifupi 220% ndipo yemwe akumenyera kupondereza phindu la ndalama zake zapakhomo (yen) opatsidwa olingalira awona kuti ndi malo otetezeka ngati Swiss franc, yomwe ikupheranso kupha kuthekera kwake kopanga njira yotumizira kunja ikufutukula kukhulupilika ndi kukhulupilira kwambiri. Komabe, ndi pomwe ife tiri.
Japan yauza wamkulu wa thumba la bailout ku Europe komanso wogulitsa 'motel woyenda' Klaus Regling Lolemba kuti apitiliza kugula ma bond ake, komabe, monga anzawo omwe akuyembekeza kugulitsa ku China, sangadzipereke kuyika ndalama mgalimoto ina iliyonse onjezerani mphamvu yakutulutsira ndalama. Klaus Regling Wamkulu ku European Financial Stability Facility (EFSF) anali ku Tokyo atalephera kukhothi ku China kumapeto kwa sabata. Ulendo wake umabwera asanafike msonkhano wa atsogoleri a G20 ku Cannes Lachinayi ndi Lachisanu omwe opanga mfundo akuyembekeza kuti apeza malonjezano a ndalama zochulukirapo kuti athetse mavuto azachuma. Atsogoleri aku Europe akuyang'ana kumayiko omwe ali ndi ndalama zakunja, monga China, Japan ndi chuma cha BRICS, kuti apereke ndalama zowonjezerapo zolimbitsa thumba kuti lifike pafupifupi 1 triliyoni euros kuchokera kumunsi kwa ma 200 biliyoni. Mantha ndikuti mabanki akulu ku Europe atha kungopeza gawo limodzi mwa magawo khumi azachuma zomwe akuwonetsetsa kuti akuwongolera, ndikupangitsa nkhawa kuti omwe amapanga mfundo zolimbikitsira obwereketsa m'derali atha kulephera. Atsogoleri a European Union anenetsa kuti mabanki aku Europe awonjezere kuchuluka kwa ndalama "zabwino kwambiri" zomwe amakhala nazo kumapeto kwa Juni, ndikupanga ndalama zokwana 106 biliyoni ($ 150 biliyoni).
"Boma la Japan lipitiliza kugula ma bond a EFSF omwe takhala tikupereka m'miyezi 10 yapitayo ndipo tikupitilizabe kulumikizana ndi zamtsogolo," Regling adauza atolankhani atakumana ndi a Takehiko Nakao, wachiwiri kwa nduna yazachuma ku Japan. Mwina ulendowu ndi nthumwi ya Eurozone sizinasokoneze lingaliro la akuluakulu aku Japan kuti awononge ndalama zawo.
Ndalama yaku US idaphulika motsutsana ndi yen kwambiri zaka zitatu Lolemba, ikumenya miyezi itatu kuchokera pomwe Japan idalowa mumsika wa FX kuti ichepetse kukwera kwa yen, ngakhale amalonda amakayikira kuti kusunthaku kungakhudze kwanthawi yayitali. Dola, lomwe latsala pang'ono kugundidwa ndikuchulukirachulukira kopitilira muyeso ku Federal Reserve, komwe kudakulitsidwa ndi zopitilira 4 peresenti nthawi imodzi mpaka ma yen a 79.55, atagunda nthawi ina yotsika ndi yen ya 75.31 koyambirira kwa malonda aku Asia. Unduna wa Zachuma a Jun Azumi adati Tokyo idalowa pamsika nthawi ya 10:25 m'mawa ndipo ipitiliza kulowererapo mpaka itakhutira ndi zotsatira zake. Kubwerera kwachiwiri kwa Tokyo m'misika yamalonda kuyambira pomwe idagulitsa mbiri yake ya ma yen trilioni 4.5 ($ 59.4 biliyoni) pomwe idalowererapo pa Ogasiti 4, ikutsatira machenjezo a boma ndi akuluakulu abanki yayikulu.
Azumi adauza msonkhano wa nkhani.
Ndanena mobwerezabwereza kuti titenga njira zothanirana ndi zoyeserera pamsika. Tsoka ilo (msika) sanawonetse maziko athu azachuma konse. Ndakhala ndikulankhulana pafupipafupi (ndi mayiko ena), ndakhala ndikulankhula zakomwe aku Japan ndi zomwe amakonda pamipando yayikulu.
Azumi adati pomwe Lolemba adalowererapo payekha, anali kulumikizana mosalekeza ndi anzawo akunja.
Ku USA nkhani zopindulitsa zazikulu kwambiri kwazaka pafupifupi khumi zachulukitsa kubwerera kwa Chuma pamwambapa pazaka 30 zapitazi, nthawi yoyamba zomwe zidachitika nkhondo Yapachiweniweni isanachitike. Mabungwe omwe akhala akugwira ntchito kwa nthawi yayitali apeza 11.5% pachaka pafupifupi pazaka makumi atatu zapitazi, ndikumenya kuwonjezeka kwa 10.8% mu S&P 500. Ndalama zaku US zosunga ndalama zachulukanso mpaka 3.6 peresenti kuyambira 2005 ndipo zawonjezeka 5.1% kuyambira pakuzama kwa mavuto azachuma mu Disembala 2008, poyerekeza ndi 3.1% pazaka 10 zapitazo, malinga ndi kafukufuku waboma.
Ngongole za boma la US zikwera 7.23% chaka chino, malinga ndi Bank of America Merrill Lynch a US Master Treasury index. Zotetezedwa m'matauni zabweza 8.17 peresenti, zolemba pamakampani zapeza 6.24% ndipo ngongole zanyumba zakula 5.11 peresenti. Mndandanda wa S&P GSCI wazinthu 24 wabweza 0.25%. Pomwe chuma cha zaka 10 chatulutsa ma 10 point, kapena 0.10% point, sabata yatha mpaka 2.32%, atsika kuchokera ku 3.77% chaka chino pa Feb. 9. Mtengo wa chilinganizo cha 2.125% cholemba kuyambira Ogasiti 2021 udatsika 27 / 32, kapena $ 8.44 pa $ 1,000 pamtengo, m'masiku asanu atha Okutobala 28 mpaka 98 10/32, malinga ndi data ya Bloomberg Bond Trader.
Otsutsa adalimbikitsa kubetcha kwawo pamitengo yayikulu kwambiri kuyambira mu Ogasiti pomwe chiyembekezo chakukula ku US ndi Europe chidatumiza mitengo kumsonkhano wawo waukulu kwazaka zopitilira ziwiri. Oyang'anira ndalama adalimbikitsa maudindo awo ophatikizika mtsogolo mwa 18 mtsogolo mwa US ndi zosankha zawo mwa 13% mpaka ma 831,421 contract sabata yatha Oct. 25, chiwonetsero chazidziwitso za Commodity Futures Trading Commission. The Index & Poor's GSCI Index yazinthu zopangira 24 zadumpha 10% mu Okutobala, panjira yopeza phindu lalikulu kuyambira Meyi 2009.
misika
Misika ya ku Asia inavutitsidwa usiku uliwonse, malonda oyambirira. The Nikkei inatsegula 0.69%, ndi Hang Seng yatsekedwa 0.77% ndipo CSI inatseka 0.51%. ASX 200 inatsegula 1.27%. M'misika ya ku Ulaya pa 9.50am GMT STOXX ili pansi pa 1.9% ndi FTSE 1.22% ndi CAC pansi 2.13% ndipo DAX pansi 1.67% momwe SPX ikuwonetsera mtsogolo ili pansi pa 1%. Brent yopanda ndalama $ 36 mbiya ndi golide imachepera $ 27 nthawi imodzi.
Zotsatsa zomwe zingasokoneze malingaliro a msika madzulo
National Association of Purchasing Management, Chicago Affiliate (pamwezi) ndiye yekhayo amene angatulutse uthenga lero masana. Kafukufuku wa Maogula Ogula kudera lonse la Illinois, Indiana ndi Michigan, omwe cholinga chake ndi kuyesa momwe bizinesi ikuyendera. Kafukufukuyu akukhudza madera monga maoda atsopano, kuchuluka kwa zida, kupanga, kupereka ndi ntchito. Mayankho amagwiritsidwa ntchito polemba 'index diffusion'. 50 imagwiritsidwa ntchito ndi chiwonetsero; chiwerengerochi ndi chachikulu kuposa chimene chikusonyeza kukula, pomwe chidule chikuwoneka ndi munthu wazaka zosapitirira 50. Kafukufuku yemwe adachitika ku Bloomberg ofufuza apereka kuyerekezera kwapakati pa 59.0. Mndandanda wa mwezi watha udawonetsa chiwerengero cha 60.4.
Chinamavuto a ku UlayaJapan
« Aliyense akukonzekera kugulitsa kuti vuto la Eurozone latha? George Soros si ... Chifukwa Chotsutsana ndi Mchitidwe Ndikumangirira Pamwamba Padzanja Pamaso pa Steam-Roller »