Kodi chiwerengero cha US chiwerengero chidzapitirirabe kufika pamwamba polemba ndalama za US $?
Misika yamsika yaku US idasunga mphamvu yawo yokoka yomwe idakwera sabata yatha pomwe ziwonetsero za DJIA, SPX ndi NASDAQ zonse zimapitilizabe kutulutsa. Ndikoyenera kudziwa kuti DJIA pomaliza idadutsa mulingo wa 20,000 mu Januware 2017 ndipo tili pano, miyezi makumi atatu pambuyo pake ndipo 27,000 yaphwanyidwa kuyimira kukwera kwa makumi atatu ndi asanu peresenti. Kukwera kwa NASDAQ kwakhala kodabwitsa kwambiri, ukadaulo waukadaulo wakwera pafupifupi 60% munthawi yomweyo ndi masheya a FAANG omwe akuwerengera kukula kwakukulu.
Misonkho yamakampani yomwe idayendetsedwa ndi oyang'anira a Trump ndizomwe zimayambitsa kukwera kwamphamvu koteroko chifukwa chakuchulukirachulukira m'misika yachuma posaka magawo ndi zokolola, kukwera kwa msika sikuchitika chifukwa chakukula kwachuma. Pomwe makampani angapo amakampani ku USA amasindikiza malipoti awo aposachedwa komanso zomwe apeza sabata ino zikhala zosangalatsa kudziwa ngati zolimbikitsazi zakhala zikupitilirabe misika, kapena ngati chiwonjezeko choyamba chodziwika mu nyengo yazopeza ya 2018 chikuyamba kuzimiririka.
Misonkho yamakampani idatsitsidwa kuchokera ku 35% mpaka 21%, chifukwa kuchotsedwa kwamabizinesi ena okhudzana ndi ngongolezo adatsitsidwanso kapena kuchotsedwa. Koma ngakhale kuchepa kwakukulu kwa GDP kwakulephera kukhala ndi mphamvu yayikulu, yolimbikitsidwa, ndikuwonjezeranso kutsutsa kuti kudulidwa misonkho kudathandizidwa chifukwa zotsatira zake zikuwoneka kuti ndizochepa.
Ngakhale zida zaboma zaku USA zikupitilizabe kutsimikiza za kusowa kwa ntchito ndi kuchuluka kwa ntchito ngati zizindikilo zakuti chuma cha USA ndi chopatsa mphamvu, Wall Street yapitabe patsogolo pomwe Main Street idatsalira. Malinga ndi kafukufuku wina wochokera ku Pew Research pafupifupi 40% aku USA mabanja sangayike manja awo pafupifupi $ 400 pakagwa mwadzidzidzi osabwereka ndipo pafupifupi anthu 40 miliyoni aku America amalandira zitampu kuti adye. 17% ya ana aku America amakhala mu umphawi.
Kuda nkhawa kwakuti kulimbikitsidwa kwachuma kukupezeka pamisika yayikulu komanso misika yazachuma, kungakhale chifukwa cha chikhulupiriro cha Wapampando wa Fed Jerome Powell kuti chuma cha USA chitha kufunikira kulimbikitsidwa ndi ndalama kudzera mu chiwongola dzanja chodulidwa mu Julayi. Munthawi yaumboni wake waposachedwa ku Capitol Hill adanenetsa kuti: nkhawa zamalonda padziko lonse lapansi, kuchepa kwamakampani ku USA, kutsika kwa mitengo yotsika komanso GDP yofooka ngati zifukwa zochepetsera chiwongola dzanja chotsika pansi pa mulingo wa 2.5% wapano. Ndemanga zake zidapangitsa kugulitsanso mtengo wamadola aku USA kuderalo.
Sabata sabata, index ya dollar, DXY, imatsika circa -0.49%, USD / JPY pansi -0.52% ndi USD / CHF pansi -0.76%. Zonse za EUR / USD ndi GBP / USD zidakwera ndi 0.40% sabata mpaka Julayi 12, pomwe AUD / USD idakwera ndi 0.63%. Ofufuza ndi amalonda a FX adzawunika mosamala malingaliro aku dollar yaku US sabata ino kuti apeze umboni wowonjezera kuti FOMC ichepetsa ndalama zazikulu ndi 0.25% pamsonkhano wawo wa Julayi 30-31.
Zina kupatula zomwe zaposachedwa kwambiri zogulitsa masheya ku USA ndi ziwonetsero za mafakitale / mafakitale zomwe zizisindikizidwa Lachiwiri Julayi 16, ndi sabata labata pazochitika za kalendala yazachuma komanso zidziwitso zaku USA. Atsogoleri angapo a Federal Reserve ndi akuluakulu akuyenera kukamba nkhani ndipo awa adzawunikidwa mosamala chifukwa chokhulupirira kuti FOMC tsopano ili ndi mwayi wotsika mtengo kumapeto kwa Julayi.
Lolemba Julayi 22nd ikufunika kukhala tsiku lomwe chipani cha Tory chiulula chisankho chovotera ndi mamembala awo kuti asankhe mtsogoleri wawo wotsatira komanso Prime Minister wa UK Zovuta zomwe zikuchitika pagulu logawanitsa a Boris Johnson apambana voti. Pakumanga sabata ino malingaliro omwe akuzungulira akhoza kuwonjezeka, popeza amalonda amsika a FX ayamba kudziyimira pawokha pazotsatira. Kungoganiza kuti Johnson sakusewera ovota omwe ali ndi mapiko akumanja powopseza kuti sangatuluke mgulu lililonse pa Okutobala 31, ndiye kuti kuneneratu phindu la GBP kumawoneka koopsa.
Pakapanda kutulutsa mgwirizano akatswiri ena m'mabanki azachuma amalosera za kufanana kwa GBP ndi yuro ndi dola yaku US mosasamala kanthu za kusintha kwa mfundo za ECB ndi FOMC, popeza BoE iyeneranso kutsitsa mitengo kuti iteteze Brexit iliyonse yomwe ikubwera kutsika kwachuma. Zochitika pakalendala yazachuma ku UK sabata ino zikuphatikiza: kuchuluka kwa ntchito ndi kusowa kwa ntchito, kuwerenga kwaposachedwa kwa CPI, ziwerengero zaboma zobwereketsa komanso kugulitsa kwa ogulitsa. Zosindikiza zonse zitha kusintha phindu la GDP ngati ma metric ataphonya kapena kumenya zomwe akunenerazo patali.
Nkhani za Eurozone sabata ino makamaka zimangokhala pa ziwerengero za CPI komanso kuwerengera kwamalingaliro osiyanasiyana a Zew. Ngati chiwonetsero cha inflation chidzafike pachidziwitso cha Reuters cha 1.1% ya kukula kwa YoY pomwe dongosololi lidzafalitsidwe Lachitatu Julayi 17th ku 10.00am, ndiye kuti kuyerekezera kungakulitse kuti ECB ikuchepa komanso kulungamitsa kuti achepetse chiwongola dzanja kuti chikulitse kukula mu bloc. Chifukwa chake, mtengo wa yuro ungasinthe kutengera kuchuluka kwachuma.
Zochitika zina zapakalendala sabata ino zikuphatikiza CPI yaku Canada yomwe ikuyembekezeka kugwera ku 2.0% kuchokera ku 2.4% YoY chiwerengerochi chikuwululidwa Lachitatu masana, kuwerenga komwe kumatha kuwonjezera malingaliro akuti Bank of Canada ichepetse chiwongola dzanja chachikulu. CPI yaku Japan ikuyembekezeka kubwera pa 0.7% YoY yomwe itha (kuyambiranso) kukayikitsa za kukula kwa mivi inayi ya Abenomics ndikulimbikitsa.
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