CHITHUNZI CHAMASIKU OTSOGOLO 5/2 - 9/2 | Zosankha za chiwongola dzanja ndizo zomwe zimayang'aniridwa sabata yomwe ikubwerayi monga: Australia, New Zealand ndi mabanki aku UK onse akuwulula zomwe asankha
FOMC ndi ECB atakumana sabata ino, kuti awulule zosintha zawo pamitengo yayikulu ya chiwongola dzanja, ndikutembenuka kwa mabanki apakati aku Australasia ndi UK BoE, kulengeza zisankho zawo zaposachedwa. Ma CB onse atatu akuyenera kusiya mitengo osasintha. Komabe, cholinga (monga nthawi zonse) chimatembenukira ku nkhaniyo (yofalitsidwa kapena yoperekedwa ngati msonkhano wa atolankhani) osati lingaliro lenileni, makamaka ngati lili ndi chiwongola dzanja chaposachedwa. UK ifalitsanso chidziwitso chokhudza izi: kuchepa kwa malonda, kupanga, mafakitale ndi zomangamanga.
Munkhani zina, pali ma MarkIs PMIs ambiri oti azindikire akamasindikizidwa, popeza ngakhale ali osanthula ma data, zizindikilo zotsogola izi zitha kupereka chidziwitso chofunikira pakugula malingaliro ndi mamayendedwe onse oyang'anira. Pomwe injini ziwiri zakukula ku Europe ndi Asia; Germany ndi China, azikhala akufalitsa ziwerengero zawo zaposachedwa pamayiko akunja komanso kutumizira kunja.
Early Lolemba m'mawa kumayamba ndi zotsatira zakugulitsa mkaka ku New Zealand, izi ndizofunikira pamayendedwe azachuma mdzikolo, potengera kuti dzikolo limadalira mkaka womwe umatumizidwa ku Asia. Manambala ophatikizika ndi ntchito ku Japan a PMI adzafalitsidwa, monganso Caixan PMIs aku China, komanso ophatikiza ndi ntchito, zomwe zanenedwa kuti zidzafika ku 53.5 mu Januware, kuyambira 53.9. Misika yaku Europe itatsegulidwa, ma PMI aposachedwa kwambiri ndi mautumiki a: Italy, France, Germany, United Kingdom ndi Eurozone yayikulu adzamasulidwa, monga ziwonetsero zazikuluzikulu zowerengera izi zikuyang'aniridwa ngati pali chizindikiro chilichonse chosintha pamalingaliro, pakati pa oyang'anira ogula. Kuwerenga kwa chidaliro kwaogulitsa ndalama ku Eurozone Sentix kudzafalitsidwa, monganso ziwonetsero zatsopano za EZ Markit zimasindikizanso ntchito / ma PMI angapo ku USA, pomwe ISM yopanda kupanga / ntchito zowerengera Januware zidzaululidwa, zikuyembekezeka kukwera pang'ono mpaka 56, kuchokera 59.9.
Lachiwiri imayamba ndikumasula kwa kalendala wachuma wokhudza Australia, monga; kugulitsa ndi kugulitsa, zomwe zimafikira ku Reserve Bank of Australia posankha lingaliro lachiwongola dzanja (ndalama), zikuyembekezeka kukhala 1.5%. Pamene misika yaku Europe ikukonzekera kutseguka, ziwerengero zaposachedwa kwambiri za mafakitale aku Germany zidzafalitsidwa, pambuyo poti kukula kwa 8.7% kudalembedwa mu Disembala, chiwerengerochi cha Januware chiziwonedwa mosamala. PMI yomanga ku Germany kuchokera ku Markit yawululidwa, monganso ma PMI ogulitsa a: France, Germany, Italy ndi Eurozone.
Pomwe kutembenukira ku USA, ziwerengero zaposachedwa kwambiri zamalonda mu Disembala zidzaperekedwa; amaneneratu kuti abwere pa $ 50b. Kutsegulidwa kwa ntchito ku Jolts kudzasindikizidwa ndipo wamkulu wa Fed a Bullard apereka ndemanga zachuma ku US ndi mfundo zonse za Fed.
Chakumadzulo timalandila zambiri. pa zachuma ku New Zealand, makamaka zokhudzana ndi ulova ndi ulova; kusowa kwa ntchito kukuyembekezeredwa kuti sikungasinthe pa 4.6%, monganso omwe akutenga nawo mbali pa 71.1%. Madzulo amatseka ndi ziwerengero zaposachedwa kwambiri ku Japan, zomwe zidalowa $ 1264b mu Disembala.
Lachitatu ikupitiliza mutu wazosunga, pomwe China ikufalitsa ziwonetsero zake zaposachedwa mu Januware; $ 3139b ya Disembala. Chiwerengero cha anthu ogwira ntchito ku Japan komanso omwe amapeza ndalama zenizeni chimasulidwa, cholozera chotsogola komanso mwangozi chatseka kutulutsa kwa Japan, pamsonkhano waku Asia (m'mawa). Pomwe Europe ikukonzekera kutsegula, chiwonetsero chazogulitsa zaku Germany chasindikizidwa, ku 5.6% YoY mu Disembala chiwerengerochi sichinasinthe. Akuluakulu aku Switzerland amasindikiza index ya bubble real estate ndipo SNB ikuwulula zosungira zawo mu Januware, mulingo wa Disembala anali ma 743b francs. Ziwerengero zamakasitomala ogula ku USA ziziwunikidwa mosamala, chifukwa cha zisonyezo zakubwereka kwa ogula mpaka kufika pamavuto, kuneneratu ndikutsika kwakukulu mpaka $ 19.3b mu Disembala, kuyambira mulingo wa Xmas wa $ 27.95b wa Novembala. Zambiri zogwiritsa ntchito kubweza nyumba zimasindikizidwa ku USA ndikukhalabe pamutu wanyumba, manambala aposachedwa kwambiri aku Canada akumanga aperekedwa, ofufuza adzafuna kusintha pa -7.7% yoperekedwa mu Novembala.
Banki yayikulu ku New Zealand RBNZ ipereka chigamulo chake pa chiwongola dzanja (chiwongola dzanja) chiwongola dzanja chakumadzulo, zikuyembekezeka kuti zisasinthe pa 1.75%. Pambuyo pake, gulu limodzi lazidziwitso zochokera ku Japan lasindikizidwa, zomwe zimafotokozedwa mwatsatanetsatane ndi izi: kuchuluka kwa ziwonetsero zamalonda, msika wogulitsa ndi BOJ (potengera kugula kwa ma bond), ndi ma metric pakubwereketsa kwaposachedwa kubanki. Kugula ndalama kumayang'aniridwa mosamala, kupatsidwa mwayi wotsika ku Japan pogula ngongole zazifupi, zomwe zitha kuwonetsa kusintha kwa mfundo zandalama za BOJ, zomwe zikubweretsa kuchuluka kwa yen, kwa nthawi yayitali mpaka nthawi yayitali.
Lachinayi imayamba tsiku logulitsa ndi kutulutsa kovuta kwambiri kuchokera ku China; akaunti yapano, kutumiza kunja, kugula kunja, kugulitsa malonda, ndi magulu akunja achindunji. Mitundu yotumizira ndi kutumizira kunja imayang'anitsitsa kutengera kufunikira kwa China ngati (mwina) chipinda chamainjini chakukula padziko lonse lapansi. Kukula kwachuma ku Australia kukufalitsidwa, chidwi chisanapite ku Japan, Suzuki yemwe ndi mkulu wa BOJ akukamba nkhani yokhudza ndalama ku Wakayama, kubwera pambuyo poti kafukufuku waposachedwa kwambiri wa owonera Eco awululidwa, monga momwe zilili ndi ziwerengero zaposachedwa za bankirapuse ndi malo ku Japan.
Nkhani za kalendala yaku Europe zimayamba ndi Germany: kuchuluka kwa malonda, kutumizira kunja, kutumiza ndi maakaunti apano, mndandanda wazidziwitsowu umayang'aniridwa mosamala chifukwa chaku Germany ngati chuma chotsogola mu EZ ndi Europe yonse. ECB imasindikiza nkhani zake zaposachedwa, asanafike masana (GMT) UK BoE yalengeza chisankho chawo chaposachedwa pamalipiro chiwongola dzanja, mgwirizano wonse ndi woti ukhale pa 0.5%, pomwe mitengo yazogulitsa yatsala pa $ 435b.
Chidwi chikatembenukira ku North America, Canada ipereka chidziwitso chokhudza kuyambika kwa nyumba ndi mitengo yazanyumba, madzulo madzulo wachiwiri kwa kazembe wa BOC ku Canada Carolyn Wilkins apereka ndemanga. Monga zachikhalidwe Lachinayi; Kusowa kwa ntchito kwaposachedwa ku USA komanso manambala opitilira muyeso adzafalitsidwa.
Friday imayamba ndi chidziwitso ku Australia chokhudza: ngongole zanyumba, kubwereketsa ndalama komanso phindu la ngongole, RBA imatulutsanso ndondomeko yawo yaposachedwa yamakota azachuma. Chiwerengero cha CPI ku China chikuyembekezeka kukhalabe ku 1.8% YoY. Pamene misika yaku Europe ikutsegula ziwerengero zaposachedwa kwambiri zakusowa ntchito ku Switzerland zikufalitsidwa, zikuyembekezeka kubwera ku 3.3%. Kenako chidwi chimasunthira ku UK popeza kuchuluka kwakatundu kofalitsa kumasindikizidwa, kuphatikiza ziwerengero za mwezi ndi mwezi za YoY pa: kupanga ndi kupanga mafakitale, zomangamanga ndi kuchepa kwa kuchepa kwamalonda ndi EU komanso non EU Bungwe lofufuza zachuma ku UK, the NIESR, imapereka ziwonetsero zake zaposachedwa kwambiri zakukula kwa GDP, komaliza (pa 0.6%), zatsimikizika kuti ndi 0.1%.
Pomwe chidwi chikuyang'ana ku Canada ntchito komanso ziwerengero za anthu osowa ntchito, chiwerengerochi chikuyembekezeka kukhala pa 5.7%. Mndandanda wazomwe zimachitika pakalendala yazachuma sabata iliyonse umathera ndi kuwerengera kwa Baker Hughes komanso malonda aposachedwa kwambiri ogulitsa ndi kusanja kwa Disembala.
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