MALO OGULITSIRA Sabata limodzi 11 / 9-15 / 9 | Kodi Swiss National Bank ndi Bank of England zitha kupereka chiwongola dzanja chambiri?
M'makampani athu nthawi zonse amalipira kuyembekezera zosayembekezereka ndikuzindikira momwe nkhani zofunika zimayendetsera misika yathu ya FX. Chithunzithunzi changwiro chazomwe zimachitika pamisika yomwe ikusuntha makalendala, idabwera Lachitatu, pomwe banki yayikulu yaku Canada idakweza chiwongola dzanja ndi 0.25%, zomwe zidapangitsa kuchuluka kwa ndalama yaku Canada motsutsana ndi anzawo. Awiri a USD / CAD adagwa pafupi. 1.5% posakhalitsa chisankho chitaululidwa.
Tili ndi malingaliro amenewo, tiyeni titembenukire ku Swiss National Bank, yomwe pakadali pano imagwiritsa ntchito mfundo za NIRP (chiwongola dzanja chosakhala bwino), yolipira -0.75% mwayi wopeza ndalama. Poyerekeza kuti ndi imodzi mwamayiko okhazikika kwambiri padziko lonse lapansi, ambiri aife timalephera kutenga nkhani zakalendala yaku Switzerland, ngakhale chidwi cha franc chatsalira konsekonse; boma nthawi zonse limakhala malo ovuta, anzeru komanso obisalira kubanki. Ndipo ambiri a ife tikukumbukira kukwera kwakukulu kwa mtengo wamtengo wapatali wa Swiss franc mu 2015, pomwe SNB idachotsa ndalama zawo zokhomera euro.
Chuma cha ku UK chikuwoneka chosalimba, akaweruzidwa ndi ma metric ambiri, mwina kazembe a Mark Carney ndi komiti yake yazandalama adawonetsa kuthekera kopitilira patsogolo kotsika kuti achepetse mitengo ndikuwonjezera QE, anthu aku UK atangovota 52% m'malo mwake Brexit mu June 2016. Komabe, ngati mapaundiwo afooka ndipo ngati Europe ndi USA zikweza mitengo chaka chisanathe, UK iyeneradi kutsatira, kuti iteteze phindu la mapaundi.
Pomwe akatswiri azachuma adaneneratu kuti SNB ndi BoE alengeza zosintha pamalamulo azachuma sabata yamawa, ndi nthawi yochepa kuti akakamizidwe kuchita zachinyengo.
Lamlungu madzulo imayamba sabata ndi chochitika chofunikira kwambiri chokhudza nkhani, monga ngongole zatsopano zoperekedwa ku yuan, ndi mabanki aku China. Pomwe nkhaniyo singakhudze kuchuluka kwa ndalama zomwe makasitomala athu amagulitsa, zidziwitsozo zidzawunikiridwa ndi akatswiri kuti adziwe zaumoyo wachuma waku China ndikudziwitsa ngati oyang'anira aku China ndi akuluakulu akuvutika kuchuluka kwa ngongole kwa anthu onse, kapena ngati ofuna kugula ngongole akuchepa. Chiwonetserochi chikuwonjezeka mu Ogasiti mpaka 950b yuan, kuyambira 825.5b mu Julayi. Ndalama zowonjezera komanso kuchuluka kwa ndalama, amaliza zonse zomwe zimatulutsidwa Lamlungu madzulo / Lolemba m'mawa zokhudzana ndi China. Nkhani zina zakalekale zachuma ku Asia zimachokera ku Japan, chifukwa maoda a mwezi ndi mwezi a YoY ndi tsatanetsatane wa masheya amafalitsidwa. Malangizo pamakina akuyembekezeredwa kuti azikwera mu Julayi, kuchokera pa kukula -5.2% kukula, kulembetsa mu Juni.
Lolemba akupitiliza mutu wankhani wazakusaka ndi kugwiritsa ntchito zida ku Japan, ndikutulutsa kwa ma data a zida zamakina, chiwerengero cha YoY (Ogasiti) chikuyembekezeka kukhalabe chofananira ndi chiwonjezeko cha 28% pachaka, cholembetsedwa mwezi wa Julayi. Zowona zakomwe aku Switzerland akuwona ndikuwonetsetsa kwanyumba zidziwitso zimasindikizidwa, ngakhale sizikuwoneka ngati nkhani zabwino, kutulutsidwa kumeneku kuli ndi mphamvu yosunthira mtengo wa Swiss franc. Pakasunthira chidwi ku North America, nyumba zaku Canada ziyamba mwatsatanetsatane mu Ogasiti zidzaululidwa, chiwonetsero cha Julayi (YoY) chidabwera pa 222.3k, akatswiri akuwunika kumasulidwa mosamala (ndikuwonetsetsa), ayamba kuwunika malingaliro aku Canada banki yayikulu ikukweza chiwongola dzanja chachikulu, Lachitatu Seputembara 6.
Lachiwiri zochitika zazikulu pa kalendala zimayamba ndikufufuza ntchito za Manpower zokhudzana ndi: Japan, China ndi Australia, Germany idawonjezeredwa pazofufuza zomwe zidasindikizidwa madzulo. Banki ya NAB ku Australia ikuwulula kudalirika kwa bizinesi yake ndikuwunika momwe zinthu zikuyendera, kuchuluka kwa makhadi a ngongole ndi zambiri pazogula ku Australia kuwululidwa; kupereka chiwonetsero chobisika cha chidaliro cha ogula aku Australia. Nthawi zikamapita munkhani zaku Europe, zidziwitso zaku UK zatulutsidwa ndi a ONS. Mitengo yaopanga (yomwe itha kukhala kuti yakwera chifukwa cha mapaundi kutsika poyerekeza ndi euro), mitengo yamnyumba, RPI ndi chiwonetsero chodziwika bwino cha CPI, mwezi uliwonse ndi YoY zimawululidwa. Chiwerengero cha CPI pamwezi chidatsika -0.1% mu Julayi, mitengo yamachaka ikubwera pa 2.6%, kubwerera kukwera kwamitengo kwabwino kwa mweziwo, pomwe mulingo wapachaka ukuyembekezeka kusamalidwa, ukuwoneka kuti ndi malingaliro ambiri oloseredwa ndi azachuma omwe adafunsidwa .
Lachitatu m'mawa Banki yaku Australia Westpac imasindikiza owerenga ake chidaliro chowerenga ndi cholozera cha Seputembala, kuwerenga kwa chidaliro kwa Ogasiti kudabwera molakwika -1.2%, kusintha kukuyembekezeredwa. Kutsatira zotsatira zosiyanasiyana zakugula kwa Japan kwa chaka chimodzi ku 1-10, CPI yaku Germany ya Ogasiti yawululidwa, chiyembekezo chikuyembekezeka kuti 1.8% isungidwebe. Patsalira pamutu wa zidziwitso zaku Europe, ntchito zaposachedwa kwambiri ku UK zakugwira ntchito komanso kusowa kwa ntchito zafalitsidwa, kuchuluka kwa kusowa kwa ntchito kukuyembekezeka kukhalabe pa 4.4%, pomwe kukula kwakulimbikitsidwa kukhalabe pa 2.1% pachaka, pansi pa CPI ndi Ziwerengero za RPI. Zambiri zantchito yamugawo wachiwiri wa Eurozone zimasindikizidwanso Lachitatu, kuneneraku ndikuti kukula kwa ntchito pachaka kuyenera kusungidwa chimodzimodzi ndi zomwe zalembedwa mu Q1, pa 1.5%. Zambiri zopanga mafakitale ku Eurozone zimawululidwa, chiyembekezo ndikuti kukula kudzakhalabe pamwezi wa Julayi wa 2.6% YoY. Chidwi chikatembenukira ku USA, ma metriki osiyanasiyana a PPI amafalitsidwa, monganso mitundu yamagetsi yamagetsi yomwe, chifukwa chakusokonekera komwe kumachitika chifukwa chamkuntho zam'malo otentha, idzawunikidwa. Lipoti la bajeti mwezi uliwonse ku USA la Ogasiti komanso lipoti la UK la mitengo yakunyumba ndi RICS, limamaliza zatsiku lonse pazachuma.
Lachinayi zitha kuchitira umboni zandalama zonse zaku Antipodean, monga chidziwitso chazikhulupiriro cha New Zealand ndi tsatanetsatane waku Australia pa CPI komanso kusowa kwa ntchito ndi kusintha kwa ntchito zimasindikizidwa, osasintha pang'ono m'maiko onsewa. Zogulitsa zaku China mu Ogasiti zikuyembekezeka kuwonetsa kuchuluka komweku pakukula kwa Julayi 10.4%, pomwe kukula kwa mafakitale aku China YoY ikuyembekezeka kukhalabe pamlingo wofanana, mpaka kukula kwa 6.8% kojambulidwa mu Julayi. Zambiri zakampani zopanga mafakitale ku Japan zimasindikizidwanso, deta yaku Europe isanayambike kuyang'aniridwa, kuyambira manambala ogulitsa ku Europe komanso lingaliro laku Switzerland, zomwe zili pa -0.75%. Ogulitsa ku UK (YoY) akuyembekezeka kupitiliza kukula kwa Julayi 1.5%, pambuyo pake ku London Banki yaku England iulula chisankho chake chokhudza chiwongola dzanja chochepa, pakadali pano chotsika ndi 0.25%, pali lingaliro locheperako pakukwera, pomwe chiwembu chogulira chuma sichikuyembekezeka kukulirakulira, kupitirira kuchuluka konse kwa $ 435b. Zambiri zamitengo yanyumba (nyumba zatsopano) ku Canada zidzafalitsidwa, ndikutsatiridwa ndi milandu yopanda ntchito ku USA komanso kuchuluka kwa nzika zomwe zikupitilizabe kufunsa. Chiwerengero cha CPI ku USA chidzaululidwa, kuneneraku kukukwera mpaka 1.8%, YoY kuchokera ku 1.7% mu Julayi. Avereji ya malipiro a YoY sabata iliyonse pamwezi wa Ogasiti akuyembekezeka kukhalabe ochepa; Kuwerenga kwa Julayi kukubwera pa 1.1% kukula.
Lachisanu m'mawa Japan imasindikiza malonda m'masitolo ndi zotsatira zakugulitsa ma bond angapo, okhwima mosiyanasiyana. Msika waku Europe utatsegulidwa, ziwerengero zamalonda zam'mbuyomu ndi mitengo yakampani zimawululidwa. Pomwe chidwi chikuyang'ana ku USA, zotsatira zakapangidwe kachifumu zidasindikizidwa mu Seputembala, monga deta yayikulu kwambiri yogulitsira, yomwe ikuyembekezeka kugwera ku 0.3%, kuchokera pa chiwerengero cha 0.6% cholembedwa mu Julayi. Tsatanetsatane wogwiritsa ntchito mphamvu zaululidwa ku USA, monganso kukula kwa kupanga, komwe kudabwera koyipa mu Julayi, pa -0.1%. Lipoti la chidaliro ku University of Michigan la Seputembala lasindikizidwa, kuwerenga kwa 96.8 komwe kunanenedwa mu Ogasiti kukuyenera kufanana. Zolemba zamabizinesi ku USA kwa Julayi zikuyembekezeka kugwera ku 0.2% kuchokera pa 0.5% yolembetsedwa mu June. Pomaliza, monga mwachizolowezi, zochitika za kalendala ya sabata zimatha ndikuwerengera kwa Baker Hughes, chidwi chowonjezeka chifukwa cha mkuntho waposachedwa womwe ukusokoneza kutulutsa kwa magetsi ndikupanga ku gombe la USA.
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