VHIKI MARKET SNAPSHOT 01/02 - 05/02 | KUSVIRA KUTUNGAMIRIRA DZIMWE DZIDZISO DZINODZOKA KUNYANYA KUSVIKIRA GDP YEMAHARA ZVINOTAURA ZVE Q4 KUUYA ZVAKANAKA PASI ZVINOTARISIRWA

Ndira 29 • Ndiwo Iwo Maitiro Achiri Shamwari Yako • 2286 Views • Comments Off pane VHIKI REMUSITO SNAPSHOT 01/02 - 05/02 | KUSVITSA MITANGO YOKUDZIDZA DZIMWEWO DZINOSHURE KUNYANYA GDP YEMAHARA ZVINOTAURA ZVE Q4 KUUYA ZVAKANAKA KUTI ZVINOTARISIRWA

Yakanga iri vhiki yeGDPs svondo rino. Kuverenga kweU.SA kwekupedzisira kweGDP kuverenga kwe2020 kwakauya pa -3.5%, iko kwakaipisisa kuita kubva muna 1946 kwakanyorwa panguva yeWW2.

Q4 metric yekukura kweGDP kweUS yakauya pa4%, chaipo pane fungidziro uye ichidonha kubva kune blistering 33% COVID-19 yekumhanyisa kumhanho yakanyorwa muQ3 US isati yatanga kudzosera zvikamu zvakati zvehupfumi (uye nzanga).

Musi weChishanu mangwanani, France neGermany dzakaburitsa huwandu hweGDP inokwenenzverwa yeQ4 2020. Vaongorori nevatengesi vaitarisa kune idzi data kuratidza kumhanyisa kwekudzoka kweEurozone.

Germany yakashamisa misika nekutumira 0.1% yekuwedzera huwandu muQ4, kunyangwe muna 2020 hupfumi hwadzikira ne -5%. France yakanyora -1.3% chibvumirano muQ4, zvirinani pane fungidziro ye -4% uye ichiuya mushure mekodhi 18% kukura muQ3. GDP yeSpain yakarovawo fungidziro, ichiuya nekukura kwe0.3% kwekota yekupedzisira ye2020.

Nekudaro, zvese zviri zviviri zveFrance neGerman zvichangoburwa zvechirwere zvakaunganidzwa mukupera kwaZvita; saka, izvo zvazvino GDP nhamba hazvigone kunongedzera kune yakagadzikana kupora. Q1 2021 metric ichave yakaoma nekuda kwenzvimbo nyowani yekukiya mukati meiyo yekutengesa bloc uye yakafara nzvimbo yeEU. Kufanana neUK, France neGerman zvakare zvinosangana zvisingadzivisike zvakapetwa kaviri-dip muQ1 2021.

European equity indices yakatsvedza pakavhurwa misika nemusi weChishanu asi yakazopora zvishoma kana iyo yekukwiridzira Eurozone GDP dhata ikaburitswa. Na9: 30 am UK nguva iyo DAX yakatengesa pasi -0.77%, iyo CAC pasi -0.88% uye UK FTSE 100 pasi -0.69%. Iyo DAX neCAC ikozvino vari kutengesa munzvimbo isina kunaka gore-kusvika-zuva, nepo FTSE 100 iri kumusoro 0.50%.

Iyo ramangwana remisika yeUS equity inonongedzera kudonha kamwe New York painovhura masikati ano, iyo SPX 500 yakatengesa pasi -1.04% uye iyo NASDAQ 100 pasi -1.53%. Kana iwo mazinga akachengeta pamusika akavhurwa, aya anotungamira misika yeUS anozoshandura asina kunaka gore-kusvika-zuva. Vhiki nevhiki iyo SPX iri pasi -2.35%, uye iyo NASDAQ iri pasi -2.55%.

Svondo rinotengeswa zvine mwero mumisika zhinji yekumadokero yepasi rose inogona kunge iri nekuda kwezvinhu zvina.

1. Rally yekununura Biden yapera. Vanoongorora nevashambadziri vari kufunga nezvemabasa makuru anofanirwa kutungamirwa nemutungamiri wenyika mune hupfumi uye nzanga, achiendesa majekiseni kumazana emamiriyoni evagari vemuUS.
2. Aya akasiyana siyana akakiyiwa muEurope neUSA akagumburisa chero kupora kwakasimba. Zvichakadaro, nharo dzisina kuremekedzwa pamusoro pekupihwa kwekudzivirira uye kugovera dzakapararira pakati peUK neEU.
3. Kuita purofiti kunogona kunge kuri kutora nzvimbo. Mushure mekukura kwakakura kwakaitika mu2020, hazvingashamise kana vatyairi vazhinji (kunyanya vatengesi vevatengesi) vakapinda mumachipisi avo ndokufamba kubva patafura.
4. Kuwedzera kukuru kwekutengesa kwezuva-kutengesa kunogona kunge kuchikwira kunze. Vazhinji vatengesi veUS-vakawana iwo musika wekusarudza kuburikidza nemapuratifomu akavezwa akadai saRobin Hood kuti abatsire kusundira masheya (kunyanya tech masheya) kune stratospheric highs. Zvino izvo mihoro irikubuditswa zvave kuramba zvichinetsa kururamisa kukoshesa kunoenderana nemutengo wechokwadi v mibairo ratios

USD inokwira mukati mevhiki nepo mafuta asina kuchena achichengetedza zvaakawana zvichangoburwa

Dhora reUS rakanyora zvakakosha kubva kune vezera raro mukati mevhiki. Vatengesi nevatengesi muUSD vakakurudzirwa neFederal Reserve sachigaro Jerome Powell zvirevo zvazvino maererano nemutemo wezvemari waanoda kuchengetedza Iyo Fed haisi kuwedzera iyo bond-kutenga / QE chirongwa uye Mr Powell zvakare vakaratidza hapana shanduko kune yazvino 0.25% yemari yemutero pamusoro pepakati pepakati.

Iyo dollar indekisi DXY yakakwira 0.27% panguva yeChishanu kutanga kwechikamu uye yakakwira 0.57% vhiki nevhiki, ichichengetedza chinzvimbo pamusoro pekiyi 90.00 level-bata pa 90.70. EUR / USD iri pasi -0.54% vhiki nevhiki ichitengesa padyo nepafurati uye padyo nepivot pint yezuva nezuva panguva yeChishanu yeLondon-European musangano.

GBP / USD yakapa zvakawanikwa zvakanyorwa mukati mevhiki pasi -0.11%. Muchikamu chekutanga cheChishanu vatengesi vemari vakatengesa pasi -0.38% vachiri kutyisidzira kutyora S1.

Kukwidza kwakachengeteka kweJPY uye CHF kwakadzikira svondo rino. USD / JPY yakakwira 1.09% vhiki nevhiki kumusoro 0.51% pazuva. USD / CHF yakakwira 0.53% vhiki nevhiki uye yakakwira 0.10% pazuva. USD yakadzora zvakare kurasikirwa kwazvino maringe neese antipodean mari svondo rino; AUD / USD iri pasi -0.90%, uye NZD / USD iri pasi -0.22% vhiki nevhiki.

Mafuta asina kugadzirwa amuka zvakanyanya muna 2021. Mafuta ekukura kwepasi rose akakwira 8.25% YTD uye 8.54% pamwedzi. Iko kusimuka kwakadzikira svondo rino, kuderedzwa kusvika ku0.48%. Misika yacho yakaunganidzwa mumwedzi yechando mumatura uye kuendesa muEurope neAmerica, uye sekufunga kweIMF svondo rino kukura kwepasirese hakuzodzoke kusvikira majekiseni aburitswa uye aratidzwa kuti anoshanda.

Simbi dzinokosha dzakawana hupfumi hwakasanganiswa svondo rino. Ndarama iri kutengeserana padhuze ne flat kwevhiki, pasi -0.06% asi ichikwira 0.76% neChishanu pa $ 1,853 paunzi. Sirivheri yakakwira zvakanyanya svondo rino, yakwira ne6.18% vhiki nevhiki uye ichikwira 2.31% neChishanu yekutengesa pamadhora 26.95 paunzi.

Karenda zviitiko zvekutarisa mukati mevhiki inotanga Svondo, Ndira 31

On Muvhuro, Kukadzi 1, akati wandei IHS Markit inogadzira PMIs eEurope anoburitswa. Italy, France, Germany nenzvimbo yakapamhama yeEurozone inofanirwa kuratidza kudonha muna Ndira.

Markit inofanotaurawo UK kuti iratidze kudonha. Zvisinei, kuverenga kwenyika dzese kunofanirwa kuramba kuri pamusoro pematanho makumi mashanu achiparadzanisa contraction kubva pakukura. Mvumo dzechikwereti, yevatengi kiredhiti uye data remutengo wemba rinoburitswa kuUK panguva yechirongwa chemangwanani, uye ese matatu kuverenga anofanirwa kuramba ari padyo nenhamba dzakapfuura.

Iyo ISM inogadzira PMIs yeCanada neUSA ichazoburitswa masikati. Mari yekuvaka muUSA inogona kudonha kusvika pa0.5% panosvika chiziviso chaDecember.

Dhora reAussie rinozoongororwa panguva Chipiri Chikamu cheSydney sezvo iyo RBA inoratidza sarudzo yemutero. Chiyero chinofanira kuramba chisina kuchinjika pa0.1%.

Sezvo musangano weLondon-European unovhura, manhamba ekupedzisira eGDP eItari achazoburitswa. Vaongorori vanofungidzira gore-gore-gore kudonha -5.8% uye Q2 2020 ye -2.3%. Reuters vanofungidzira kuderera kweiyo EA's GDP kusvika -6.0% muna 2020 uye -2.2% yeQ4.

IEuropean IHS Markit services PMIs ichagovaniswa panguva Chitatu London-European musangano. France, Spain, Italy uye EA zvicharatidza kuwira maererano nevanoongorora kuReuters neBloomberg.

Iyo UK services PMI ichave nekukanganisa kwakanyanya, inofungidzirwa kuti ichauya pa38.8 muna Ndira, ichidonha kubva ku49.4 muna Zvita. Kudonha kwakadai kunogona kukanganisa kukosha kweGBP maringe nevezera rayo kana data rikashambadzirwa. Sekureva kwevaongorori, inflation yeEuropean ingadai yakakwira kusvika pa0.1% pagore uye ichikwira 0.5% muna Ndira.

Kuverengwa kweMarkit services kweU.SA kunofanirwa kuratidza kuvandudzwa muna Ndira, uye mubatanidzwa ungangouya uri pa58, pamusoro pemakumi mashanu ekudzvanywa-ekuwedzera mazinga. Nhamba yeADP yekushandira inofungidzirwa pa50K, shanduko huru maringe ne -50K kuverenga kare. Iyo ine hutano yeMarkit composite yakawedzerwa mukukurudzira manhamba ebasa inogona kukanganisa kukosha kweUSD maringe nevezera rayo.

Kuvaka PMIs kunounzwa China kweGerman neUK, kuvaka hakuna kumira panguva yekukiya kweUK; saka, kuverenga kucharamba kuri pamusoro makumi mashanu pa50 zvinoenderana nevanoongorora. UK yeBhangi yeEngland ichazivisa ichangoburwa yemari yekufarira sarudzo uye kuraira kana paine shanduko kuchirongwa cheQE Ese maviri mutemo wemari nyaya dzinofanirwa kuramba dzisingachinje.

Nhamba yevhiki nevhiki isina zvirevo yekuUS inounzwa neBSS nemusi weChina masikati, kuverenga kwazvino kwakadonha pasi pe900K pavhiki, uye tariro ndiyo tsika iyi icharamba ichiratidza kuderera. Sekureva kwevaongorori, fekitori maodha anofanirwa kuratidza zviratidzo zvekuvandudza; kuyerwa kuchakwira kubva pa1% kusvika 1.7% munaNdira. Tariro inogadzirwa nenhamba mbiri idzi inogona kukanganisa kukosha kweUSD.

On Chishanu isu tinogamuchira iyo yechipiri NFP dhata ye2021. Mushure memufananidzo waJanuary uine mabasa emwaka waZvita, Kukadzi kuchazove kwechokwadi maererano nemabasa akagadzirwa muhupfumi hukuru hwenyika. Vaongorori vanofungidzira chete 80K mabasa akagadzirwa, kugadzirisa kubva mukuvhunduka -140K kurasikirwa kwemabasa kwakambonyorwa. Kushaiwa kwemabasa kweUS kunofanira kuramba kuri pa6.7%, uku Canada ichidonha kubva pa8.8% kusvika pa8.7%. Iyo yazvino fekitori inoraira data kubva kuGerman, chiyero cheFrance chekutengeserana, zvitoro zvekutengesa zveItari, uye mitengo yemba yeUK (zvinoenderana neNationalwide bank) kuverenga kunogona kukanganisa kukosha kweEUR uye GBP kana mhedzisiro ikashaya kana kurova fungidziro dzevaongorori.

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