Feb 18 • Zogulitsa Zamalonda, Ndemanga za Msika, Kuthamanga kwa Mmawa Wammawa • 1613 Views • Comments Off Pazokambirana zamalonda zomwe zikuchitika ku China-USA, CPI yaku Japan, mphindi za FOMC ndi kuchuluka kwa ma PMI okhudzana ndi Europe, ndiye zochitika zazikuluzikulu zomwe zikuyenera kuyang'aniridwa sabata ino.
Misika yaku USA idamaliza ndikuchita bwino Lachisanu February 15th, DJIA idatseka 1.74% ndipo SPX idakwera 1.09%. Kukhazikitsidwa kwavuto ladziko lonse ndi a Trump, kuti apeze ndalama zopangira khoma la malire ake a Mexico, sikunali kokwanira kuti awononge chidaliro chamsika, monga chiyembekezo chomwe chidachitika pamsonkhano wamalonda waku New York, kuti zokambirana za US-China / tariff zitha kukhala zabwino. zotsatira.
Marichi 1 akhazikitsidwa ngati tsiku lomaliza kuti mgwirizano ufikire, kuletsa 25% yamitengo yochokera kunja kuti igwiritsidwe ntchito ku $ 200b yaku China yolowa ku USA. Chiwopsezo chankhanza ichi cha olamulira a Trump, chikuwoneka ngati chochita mopusa ndi boma la USA, kuti ayambe kuchepetsa kuchepeka kwake kwakukulu pazamalonda ndi China, mwamalingaliro ndi pafupifupi $ 50b mu 2019. zokayikitsa kupeza yankho, ngati akhazikitsidwa.
Kukanika kulikonse komwe kungatheke kungapangitse kuti misika ya US equity isinthe komanso dola yaku America iwunikidwe kwambiri, mkati mwa sabata lazamalonda. Zotsatira zandalama ndi misika yamalonda zitha kufalikira kumisika ina yapadziko lonse lapansi, makamaka misika yaku Asia, yomwe yasangalala ndi msonkhano waukulu mchaka cha 2019 mpaka pano. Ngakhale kuti kugulitsa malonda ku China Lachisanu, pamene CSI inatseka 1.86%, chiwerengerocho chinakwera 10.9% mu 2019. Mofananamo, misika yayikulu ya ku Japan yakhala ndi chiyambi chabwino ku 2019; ngakhale kutseka 1.1.3% Lachisanu, index ya NIKKEI yakwera 4.43% chaka mpaka pano mu 2019.
Koma kukwera kwaposachedwa kumeneku kuyenera kuwoneka molingana ndi kugwa kwa 20,900 Lachisanu m'malo otsogola ku Japan, kuchokera pamtunda wa pafupifupi 24,450, wosindikizidwa mu 2018. Ndipo misika yonse ya ku Asia idzawonongeka, ngati USA-China ubale ukuwonongeka. Boma la Japan litha kukhalanso pa radar ya oyang'anira a Trump, ngati akukhulupirira kuti pafupifupi $ 70b pachaka kusowa kwamalonda komwe Japan ikuyenera kuthana nayo. Chaka chilichonse, USD/JPY imakwera pafupifupi 4.06%, kuyika chiwongola dzanja pakusokonekera kwamalonda ndi Japan, pakadali pano.
Lamlungu madzulo makina aposachedwa aku Japan adzasindikizidwa, chiyembekezo ndichakuti YoY kukwera kwa 3.4% kudzalembetsedwa. Yen ikhoza kuyang'aniridwa mochulukira chifukwa cha kutulutsidwa uku, ngati iphonya kapena kuphonya zolosera. Ziwerengero zaposachedwa kwambiri za kukwera kwa mitengo ku Japan zitha kubweretsanso chidwi ku Yen, pomwe ziwerengero zaposachedwa kwambiri pazachuma cha 4 padziko lonse lapansi zidzasindikizidwa kumapeto kwa sabata, Lachinayi 21st nthawi ya 23:30pm. Malinga ndi zoneneratu zaposachedwa za Reuters, kuchuluka kwa inflation kwa CPI kwatsika mpaka 0.2% kuchokera ku 0.3%, mu Januwale YoY. Nkhani zina zamakalendala zokhudzana ndi chuma cha ku Japan sabata ino, zomwe zingakhudze mtengo wa yen, zikuphatikiza ziwerengero zaposachedwa kwambiri zotumiza kunja ndi kutumizira kunja, zomwe anenedweratu ndi Reuters kuti ziwonjezeke pa YoY mpaka Januware, ngakhale kuti malonda onse akuyembekezeka kuwulula thanzi labwino. kusintha.
Ngakhale pali mikangano yazamalonda ndi zochitika zina zandale zomwe zikuchitika, pali zochitika zingapo zamakalendala zomwe zingakhudze mtengo wamisika ya US equity ndi mtengo wa USD mkati mwa sabata. Kwambiri; mphindi za msonkhano wa January FOMC zidzasindikizidwa. Pamapeto pake, chiwongola dzanja chachikulu sichinasinthidwe pa 2.5% pomwe Jerome Powell, wapampando wa Fed, adapereka chikalata chandalama.
M'mbiri, mphindi za FOMC zimatha kusuntha msika mu USD motsutsana ndi anzawo, makamaka ngati chitsogozo chamtsogolo chomwe chili mumphindi, chikuwoneka kuti chikusokonekera pazomwe zidachitika kale. Otsatsa ndalama ndi ongoyerekeza adzakhala akuyang'ana umboni uliwonse wosonyeza kuti FOMC/Fed ikufuna kusintha zomwe adadzipereka kale; kukweza chiwongola dzanja mpaka katatu, mu 2019.
Nkhani zazikuluzikulu za kalendala ku Europe mkati mwa sabata, zimaphatikizapo zaposachedwa za IHS Markit PMIs, zomwe zidzasindikizidwa Lachinayi. Eurozone's, Germany ndi France's: kupanga, ntchito ndi kufananiza ma PMIs, zidzawululidwa. Ofufuza ndi amalonda a FX aziwunika mosamala zomwe zawerengedwa, chifukwa chazizindikiro zosonyeza kuti magulu aliwonse akukopana ndi kuchepa kwachuma. Kuwerengera pamwamba pa 50 kumatanthawuza kukula, pansi pa 50 kumayimira kutsika.
Sewero lomwe likupitilira la Brexit likhala lalikulu kwambiri ndi amalonda a FX, omwe amachita bwino kwambiri pochita malonda awiriawiri a ndalama sabata ino. Monga sabata yapitayi, awiriawiri monga GBP/USD, nthawi zina ankakwapulidwa mosiyanasiyana, kwinaku akuyang'anabe bwino, pomwe nkhani zosiyanasiyana zokhudzana ndi Brexit zidasweka. Mu sabata ino nkhani zazikulu zapakalendala zaku UK zokhudzana ndi kubwereketsa kwaposachedwa kwa mabungwe aboma, zomwe zikuyembekezeredwa kuti zichulukirachulukira m'mwezi wa Januware. Kupatula magulu amabanki, kupereweraku kukunenedweratu ndi Reuters kubwera pa -£ 10b pamwezi, motsutsana ndi $ 3b mu Disembala.
Kuwonongeka kotereku (ngati kukumana), kungadabwitse osunga ndalama ndi olosera. Mwachilengedwe Brexit ingagwiritsidwe ntchito ngati chowiringula chokonzekera, momwemonso nthawi ya chaka, pokhudzana ndi malisiti amisonkho, ikhoza kuimbidwa mlandu. Kaya pali zifukwa zotani, chiwerengerocho (ngati mwanenedweratu) chikadasokoneza dongosolo la bajeti la chancellor waku UK. Deta yaposachedwa ya kusowa kwa ntchito ku UK imasindikizidwanso ndi ONS Lachiwiri, omwe akupitirizabe kusunga chiwerengero cha 4% ngati chiwerengero cha kusowa kwa ntchito, ngakhale kuti UK TV ikulengeza kutayika kwa makumi masauzande a ntchito sabata iliyonse ku 2018. kusasinthasintha kungayambe kukayikira, njira ndi kukhulupirika kwa ntchito ya ONS ndi deta ya ulova.
« Msika wapadziko lonse lapansi ukugulitsidwa kwambiri pomwe zokambirana zamalonda zaku China ndi USA sizipita patsogolo pang'ono ndipo a Trump alengeza zadzidzidzi Mafuta afika pamtunda wa miyezi itatu pomwe chiyembekezo chamalonda chikubwerera, misika yaku Asia ikukulirakulira pamene zokambirana za China-USA zikupita ku Washington »
Zokambirana zamalonda zomwe zikuchitika ku China-USA, CPI yaku Japan, mphindi za FOMC ndi gulu la PMIs zokhudzana ndi ku Europe, ndiye zochitika zazikuluzikulu zomwe zikuyenera kuyang'aniridwa sabata ino.
Feb 18 • Zogulitsa Zamalonda, Ndemanga za Msika, Kuthamanga kwa Mmawa Wammawa • 1613 Views • Comments Off Pazokambirana zamalonda zomwe zikuchitika ku China-USA, CPI yaku Japan, mphindi za FOMC ndi kuchuluka kwa ma PMI okhudzana ndi Europe, ndiye zochitika zazikuluzikulu zomwe zikuyenera kuyang'aniridwa sabata ino.
Misika yaku USA idamaliza ndikuchita bwino Lachisanu February 15th, DJIA idatseka 1.74% ndipo SPX idakwera 1.09%. Kukhazikitsidwa kwavuto ladziko lonse ndi a Trump, kuti apeze ndalama zopangira khoma la malire ake a Mexico, sikunali kokwanira kuti awononge chidaliro chamsika, monga chiyembekezo chomwe chidachitika pamsonkhano wamalonda waku New York, kuti zokambirana za US-China / tariff zitha kukhala zabwino. zotsatira.
Marichi 1 akhazikitsidwa ngati tsiku lomaliza kuti mgwirizano ufikire, kuletsa 25% yamitengo yochokera kunja kuti igwiritsidwe ntchito ku $ 200b yaku China yolowa ku USA. Chiwopsezo chankhanza ichi cha olamulira a Trump, chikuwoneka ngati chochita mopusa ndi boma la USA, kuti ayambe kuchepetsa kuchepeka kwake kwakukulu pazamalonda ndi China, mwamalingaliro ndi pafupifupi $ 50b mu 2019. zokayikitsa kupeza yankho, ngati akhazikitsidwa.
Kukanika kulikonse komwe kungatheke kungapangitse kuti misika ya US equity isinthe komanso dola yaku America iwunikidwe kwambiri, mkati mwa sabata lazamalonda. Zotsatira zandalama ndi misika yamalonda zitha kufalikira kumisika ina yapadziko lonse lapansi, makamaka misika yaku Asia, yomwe yasangalala ndi msonkhano waukulu mchaka cha 2019 mpaka pano. Ngakhale kuti kugulitsa malonda ku China Lachisanu, pamene CSI inatseka 1.86%, chiwerengerocho chinakwera 10.9% mu 2019. Mofananamo, misika yayikulu ya ku Japan yakhala ndi chiyambi chabwino ku 2019; ngakhale kutseka 1.1.3% Lachisanu, index ya NIKKEI yakwera 4.43% chaka mpaka pano mu 2019.
Koma kukwera kwaposachedwa kumeneku kuyenera kuwoneka molingana ndi kugwa kwa 20,900 Lachisanu m'malo otsogola ku Japan, kuchokera pamtunda wa pafupifupi 24,450, wosindikizidwa mu 2018. Ndipo misika yonse ya ku Asia idzawonongeka, ngati USA-China ubale ukuwonongeka. Boma la Japan litha kukhalanso pa radar ya oyang'anira a Trump, ngati akukhulupirira kuti pafupifupi $ 70b pachaka kusowa kwamalonda komwe Japan ikuyenera kuthana nayo. Chaka chilichonse, USD/JPY imakwera pafupifupi 4.06%, kuyika chiwongola dzanja pakusokonekera kwamalonda ndi Japan, pakadali pano.
Lamlungu madzulo makina aposachedwa aku Japan adzasindikizidwa, chiyembekezo ndichakuti YoY kukwera kwa 3.4% kudzalembetsedwa. Yen ikhoza kuyang'aniridwa mochulukira chifukwa cha kutulutsidwa uku, ngati iphonya kapena kuphonya zolosera. Ziwerengero zaposachedwa kwambiri za kukwera kwa mitengo ku Japan zitha kubweretsanso chidwi ku Yen, pomwe ziwerengero zaposachedwa kwambiri pazachuma cha 4 padziko lonse lapansi zidzasindikizidwa kumapeto kwa sabata, Lachinayi 21st nthawi ya 23:30pm. Malinga ndi zoneneratu zaposachedwa za Reuters, kuchuluka kwa inflation kwa CPI kwatsika mpaka 0.2% kuchokera ku 0.3%, mu Januwale YoY. Nkhani zina zamakalendala zokhudzana ndi chuma cha ku Japan sabata ino, zomwe zingakhudze mtengo wa yen, zikuphatikiza ziwerengero zaposachedwa kwambiri zotumiza kunja ndi kutumizira kunja, zomwe anenedweratu ndi Reuters kuti ziwonjezeke pa YoY mpaka Januware, ngakhale kuti malonda onse akuyembekezeka kuwulula thanzi labwino. kusintha.
Ngakhale pali mikangano yazamalonda ndi zochitika zina zandale zomwe zikuchitika, pali zochitika zingapo zamakalendala zomwe zingakhudze mtengo wamisika ya US equity ndi mtengo wa USD mkati mwa sabata. Kwambiri; mphindi za msonkhano wa January FOMC zidzasindikizidwa. Pamapeto pake, chiwongola dzanja chachikulu sichinasinthidwe pa 2.5% pomwe Jerome Powell, wapampando wa Fed, adapereka chikalata chandalama.
M'mbiri, mphindi za FOMC zimatha kusuntha msika mu USD motsutsana ndi anzawo, makamaka ngati chitsogozo chamtsogolo chomwe chili mumphindi, chikuwoneka kuti chikusokonekera pazomwe zidachitika kale. Otsatsa ndalama ndi ongoyerekeza adzakhala akuyang'ana umboni uliwonse wosonyeza kuti FOMC/Fed ikufuna kusintha zomwe adadzipereka kale; kukweza chiwongola dzanja mpaka katatu, mu 2019.
Nkhani zazikuluzikulu za kalendala ku Europe mkati mwa sabata, zimaphatikizapo zaposachedwa za IHS Markit PMIs, zomwe zidzasindikizidwa Lachinayi. Eurozone's, Germany ndi France's: kupanga, ntchito ndi kufananiza ma PMIs, zidzawululidwa. Ofufuza ndi amalonda a FX aziwunika mosamala zomwe zawerengedwa, chifukwa chazizindikiro zosonyeza kuti magulu aliwonse akukopana ndi kuchepa kwachuma. Kuwerengera pamwamba pa 50 kumatanthawuza kukula, pansi pa 50 kumayimira kutsika.
Sewero lomwe likupitilira la Brexit likhala lalikulu kwambiri ndi amalonda a FX, omwe amachita bwino kwambiri pochita malonda awiriawiri a ndalama sabata ino. Monga sabata yapitayi, awiriawiri monga GBP/USD, nthawi zina ankakwapulidwa mosiyanasiyana, kwinaku akuyang'anabe bwino, pomwe nkhani zosiyanasiyana zokhudzana ndi Brexit zidasweka. Mu sabata ino nkhani zazikulu zapakalendala zaku UK zokhudzana ndi kubwereketsa kwaposachedwa kwa mabungwe aboma, zomwe zikuyembekezeredwa kuti zichulukirachulukira m'mwezi wa Januware. Kupatula magulu amabanki, kupereweraku kukunenedweratu ndi Reuters kubwera pa -£ 10b pamwezi, motsutsana ndi $ 3b mu Disembala.
Kuwonongeka kotereku (ngati kukumana), kungadabwitse osunga ndalama ndi olosera. Mwachilengedwe Brexit ingagwiritsidwe ntchito ngati chowiringula chokonzekera, momwemonso nthawi ya chaka, pokhudzana ndi malisiti amisonkho, ikhoza kuimbidwa mlandu. Kaya pali zifukwa zotani, chiwerengerocho (ngati mwanenedweratu) chikadasokoneza dongosolo la bajeti la chancellor waku UK. Deta yaposachedwa ya kusowa kwa ntchito ku UK imasindikizidwanso ndi ONS Lachiwiri, omwe akupitirizabe kusunga chiwerengero cha 4% ngati chiwerengero cha kusowa kwa ntchito, ngakhale kuti UK TV ikulengeza kutayika kwa makumi masauzande a ntchito sabata iliyonse ku 2018. kusasinthasintha kungayambe kukayikira, njira ndi kukhulupirika kwa ntchito ya ONS ndi deta ya ulova.
« Msika wapadziko lonse lapansi ukugulitsidwa kwambiri pomwe zokambirana zamalonda zaku China ndi USA sizipita patsogolo pang'ono ndipo a Trump alengeza zadzidzidzi Mafuta afika pamtunda wa miyezi itatu pomwe chiyembekezo chamalonda chikubwerera, misika yaku Asia ikukulirakulira pamene zokambirana za China-USA zikupita ku Washington »