Ndalama zaku US zabwezeretsa kuti zitseke phindu la 2018, index yaku dollar yaku US, kugwa kwa mtengo wa FX kulibe, popeza magulu awiriawiri akuluakulu amagulitsa magawo olimba
Misika yayikulu ya ku United States ndi zizindikiro zamakono tsopano zapeza malo ambiri omwe atayidwa sabata yatha; DJIA inatseka 1.70%, SPX ku 1.39% ndipo NASDAQ inasamukira ku malo abwino kwa chaka chino kufikira lero; ndi 1.57% tsiku ndi 1.142 mu 2018. Msika wonse wa 10% umagwera ndi zizindikiro zitatu zazikulu, zomwe zimatsimikizira kukonza zamakono, tsopano zachepetsedwa mpaka circa 7.5% zikugwa kuchokera pachimake, ndi DJIA tsopano akulembetsa -0.48% chaka kuti asungidwe kwa 2018 ndi SPX - 0.68%.
Pamene chaka cha khumi chikhomodzinso chachuma chinabwerera kuchokera ku 2.90% mlingo pa tsiku kufika ku 2.85%, chiwongoladzanja chokwera mtengo chimachititsa mantha. Otsatsa malonda angakhale atayang'ana mwatsatanetsatane za zochitika za YoY za USA CPI inflation, chifukwa chofalitsidwa Lachisanu, kulongosola kugwa kwa 1.9% ndi kutenga lingaliro lakuti selloff yatha. Malinga ndi deta za USA, anthu akugulitsa ndalama za $ 30.6bn kuchokera ku ndalama zonse zapakati pa sabata lapitalo pa selloff, ndipo US akukumana ndi mavuto akuluakulu chifukwa cha kuuma kwa Wall Street. Mipukutu yochokera ku US ndalama inalipira $ 34bn m'masiku asanu a malonda mpaka Lachitatu, malinga ndi deta ya EPFR, yomwe ikuimira kuphulika kwakukulu kuchokera ku mavuto a banki a 2008. Masoko angayambe kuwona zolowera mofulumira kubwerera pa masiku akubwera. Tsiku lamtendere ku kalendala ya zachuma ku United States, ndondomeko ya bajeti ya mwezi uliwonse idawonongeke, pofika pa $ 49.2 biliyoni mu January.
Dera la dola linagwa pafupifupi. 0.3% patsiku, pamene dola inatseka tsiku pansi pa 0.3% v euro ndipo pafupi kwambiri: Swiss franc, UK pound ndi yen. Golide ananyamuka ndi pafupifupi. 0.5% mpaka $ 1,324 pa ounce, pomwe WTI akhala pansi pa mtengo wovuta $ 60 mbiya. Chotsatira cha chaka cha khumi cha chuma chaboma chinabwereranso ku 2.85%, pambuyo pa kukwera kwa zaka zinayi zapamwamba za 2.90% panthawi ya malonda. Pakati pa gululi amalonda a tsiku la FX adzakhala akuvutika kuti apeze phindu kunja kwa msika kumene magulu awiri amalonda ogulitsa, makamaka awiri awiriwa, anasonyeza pang'ono pokha potsata mtengo. Ambiri mwa awiriwa amalumikizidwa m'mphepete mwazigawo zolimbitsa tsiku lonse malonda.
Patsiku lopuma pa nkhani za ku Ulaya, zizindikiro zazikuluzikulu zinakumananso ndi kuphulika kwakukulu, UK FTSE 100 inatseka tsiku la 1.19, DAX inatseka 1.45% ndi CAC ku 1.20%. Komabe, mosiyana ndi anzake a ku United States, zizindikiro za ku Ulaya zikuwerengabe chaka chofunika kwambiri mpaka lero zikugwa, mwachitsanzo; FTSE 100 ili pansi -6.64% YTD. Kalendala yokha ya zachuma ku Ulaya yokhudzana ndi zenizeni zenizeni, zokhudzana ndi Swiss CPI mwezi wa Januwale, kugonjetsa chitsimikizo cha kugwa kwa -0.2%, pofika pa -0.1% ndikulembetsa YoY kuwuka kwa 0.7%. Swiss banking maso deposits anakhalabe okhazikika. Yuro yaika pafupifupi. 0.3% imapindula tsikulo: $ dola, UK pound ndi Swiss franc. Nkhani zina zodziwika bwino, zomwe sizinalembedwe pa kalendala ya zachuma, zinachokera ku visa yokonza makadi a Visa, omwe adanena kuti ku UK kugulitsa ndalama kugwa kwa 4% mu Januwale, wamkulu wa January akugwa kuyambira zaka zachuma, pafupifupi zaka khumi; mu 2008-2009.
KUCHITA
GBP / USD yagulitsidwa kwambiri. 0.2% yayamba, pang'onong'ono pang'ono ndi zosokoneza panthawi ya malonda a tsiku. Kutseka tsiku lomwelo pansi pa 0.1%, pansi pa PP tsiku ndi tsiku ku 1.383. GBP / CHF inatsatira njira yofananamo yomwe imagulitsidwa mosiyana kwambiri ndi anzawo onse akuluakulu, kulephera kulembetsa zosangalatsa zilizonse patsikulo.
EURO
EUR / GBP inagulitsidwa muzowonjezereka bwino za pafupifupi. 0.3% patsiku la Lolemba, kutsekedwa pafupi ndi 0.3% patsikulo, panthawi ina amalephera kumenyana ndi R1, asanatseke ku 0.888. EUR / USD inafotokozedwa mofulumira, ikukwera kudzera mu R1 mu gawo lakummawa kwa Ulaya, kubwereranso kupyolera mu PP tsiku ndi tsiku, kuti adzalandire mlingo wa R1, kutseka circa 0.3% patsiku la 1.229.
US DOLLAR
USD / JPY inagulitsa malonda ovuta kwambiri a 0.1% patsiku la tsikulo, malonda pafupi ndi nsonga ya tsiku ndi tsiku, awiri aakulu ndalama adatha tsiku loyandama ku 108.6. USD / CHF inagwedezeka mwatsatanetsatane, yosasintha pakati pa zinthu zoyamba, kuti asinthe mwamsanga kutseka tsiku lozungulira 0.1%, pamwamba pa PP tsiku lililonse ku 108.6. USD / CAD imagulitsidwa pamtundu wolimba, ikukwera pamwamba pa PP tsiku lililonse, isanayambe kupuma, kutseka tsiku lozungulira 0.1%, ku 1.258.
Golide
XAU / USD inasindikizidwa kwambiri pa tsiku la 1,317 ndi lapamwamba la 1,324, lisanathe kumapeto kwa 1,327. Kutseka pozungulira 0.5% pa tsiku, zitsulo zamtengo wapatali zasintha zotsalira za tsiku ndi tsiku zomwe zinawonetsa mtengo ukugwera pa masabata ambiri ochepa a 1,314.
NKHANI ZOYENERA ZA FEBRUARY 12th.
• DJIA yatseka 1.70%.
• SPX inatseka 1.39%.
• FTSE 100 inatseka 1.19%.
• DAX inatseka 1.45%.
• CAC inatseka 1.20%.
ZOCHITIKA ZIKHALIDWE ZAKALAMA ZA FEBRUARY 13th.
• GBP. Mitengo ya Mitengo ya Ogulitsa (MoM) (JAN).
• GBP. Index Index Price (YoY) (JAN).
• GBP. Nyumba yamtengo wapatali (YoY) (DEC).
• JPY. Zomangamanga Zapakati Zambiri annualized sa (QoQ) (4Q P).
HIGH IMPACT ZOKHUDZA ZIKALENDA ZOCHITIKA ZIMENE ZIDZAKHALA PANJANO FEB 13th.
Ziwerengero zaposachedwa ku UK CPI, mwezi uliwonse ndi YoY, ziziwunikidwa bwino akamasulidwa pamsonkhano waku London - European. Zoneneratu ndikugwa kwa -0.6% kwa Januware ndikuchepetsa kufika ku 2.9% YoY, kuchokera pa 3% yapano. Ngati kugwa kwa -0.6% kuwululidwa ndiye kuti zomwe achitazo zitha kukhala zofunikira kwa GBP. BoE idati pulogalamu yawo yazandalama ingasinthe m'miyezi ikubwerayi; bwanamkubwa wa Bank of England akuwonetsa kuti chiwongola dzanja chikhoza kukhala chochulukirapo komanso chochulukirapo kuposa momwe malangizo ake am'mbuyomu adafotokozera chifukwa chakukakamizidwa kwakanthawi kochepa. Komabe, ngati kuwerengera konse kwa CPI kungachitike monga momwe akunenera, ndiye kuti mabizinesi atha kutanthauzira nkhaniyi ngati bearish ya mapaundi, poganiza kuti BoE ili ndi zovuta zochepa (munthawi yochepa mpaka pakatikati), kuti ikweze mitengo.
Madzulo madzulo, chinthu china chachikulu chomwe chikuchitika pa tsikuli ndi chiwerengero cha GDP kuchokera ku Japan. Chotsatira ndicho kugwa kwa 2.5% annoalized QoQ mpaka 1%, ndi chiwerengero cha mwezi chomwe chimabwera mu 0.6% GDP kukula kwa Q4 ya 2017. Ngati ziwonetserozi ziyenera kubwera monga momwe zanenedweratu, yen ingafike pansi pampanipani, monga olemba komanso ochita malonda angaganize kuti ndikumayambiriro kwa Prime Minister Abe kapena BOJ pakati pa banki, kuti apangitse zizoloŵezi za mtunduwu. Bungwe ndi Bungwe la BOJ lingaganize kuti zitha kusokoneza cholinga chawo chofalitsidwa kale; kusintha ndi kusunga ndondomeko yawo ya ndalama ndi ndondomeko ya ndalama motsatira.
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