VHIKI MARKET SNAPSHOT 11/01 - 15/01 | GLOBAL EQUITY MARKET ROAR KUSVIRA KUUPENYU MUVHIKI YEKUTANGA YA2021, SEVANODZIDZISA BHANGI PANZVIMBO YEMAHARA YEMAHARA.
Iwo ekutanga misika yeUS equity, iyo SPX 500, DJIA 30 neNASDAQ 100 zvese zvakadhindwa zvinyorwa zvepamusoro panguva yekutengesa kwesvondo rekutanga ra2021. Zvikonzero zvacho zvaive zvakasiyana: kuvhurwa kweBiden-Harris kuswedera, Seneti ichimhanya ichipa chokwadi kuhurumende uye kugadzira mutemo, uye kufambira mberi mukugadzirwa kwejekiseni, kunyangwe kubviswa kwejekiseni pasi rose kuchiri kumiririra matambudziko ezvekushandisa.
Chiono chekudzikama icho chave kusvika hurumende yeDemocratic chakagadzira chakadzikamisa mushambadzi mafungiro. Chivimbo chakagadzira icho chinowedzera chinosimudzira fomu reFed uye hurumende yeUS ichagadzirwa, izvo zvakaunza njodzi-pamusika mamiriro.
NASDAQ zana inoputsa zviuru gumi nezvitatu
NeChina, Ndira 7, iyo NASDAQ yakazopedzisira yapfuura nepane gumi nematanhatu yekubata-kutenderera nhamba kekutanga munhoroondo yeindekisi. Iko kutyora kweiyo nhanho kwakaziviswa munhau sezvo muvambi waTesla, Elon Musk, akapihwa zita rekuti mupfumi wepasirese, akakosha anoshamisa madhora zana nemakumi masere emadhora.
Vashandi uye vatengesi veBitcoin nedzimwe mari ye crypto vaiva nezvikonzero zvekufara mukati mevhiki sezvo BTC yakaputsa chikamu che $ 40,000. Iko zvino yakapetwa kaviri mumutengo mumwedzi. Zvikonzero zvakapihwa zvinosanganisira iyo chaiyo mari iri ruzhowa maringe ne inflation, mari inokosheswa kana dhipoziti maakaunzi achikupa padhuze ne zero kudzoka, uye kucherwa kweBTC kuri kusvika kumagumo emasvomhu. Kana inogona kuve hype yakavakirwa pane kusanzwisisika kwekufara.
US dhora rinodzikama muna Ndira 2021
Dhora reUS rakawana kudzoreka zvine mwero kusvika parizvino muna 2021, iyo dhora index DXY yakapinda pamutsetse we90.00 uye iri kumusoro 0.12% kusvika parizvino mugore. Ndichienzanisa neyese antipodean mari, NZD uye AUD, dhora reUS rakadzika angangoita -0.75%. USD iri padyo padanho regore-kusvika-zuva maringe neayo mamwe mazera makuru, kunze kweiyo sterling, GBP / USD iri pasi -0.68% sezvo chokwadi cheBrexit chatanga kurova.
Kutengesa muEUR, GBP uye USD kwave kunonetsa mukati mevhiki rekutanga ra2021. Kuita kwezuva nezuva kwemitengo kwave kushomeka, uye maitiro epakati nepakati mune makuru emari mairi zvakaratidza kuoma kuziva.
Nekudaro, USD / JPY ikozvino yatyora iyo 50 DMA pane yenguva yezuva, zvichiratidza kuti kushanduka kwekushomeka kunogona kunge kuri kusimukira, dzidziso inotsigirwa neiyo yepamusoro Heikin-Ashi mabhawa mazuva apfuura. Hondo yeBrexit, inozivikanwa neEUR / GBP kukosha, inonyatsoratidzwa ne100 ne50 DMAs iri padhuze nekubatana.
Kuodza moyo USA mabasa data anokundikana kudzikisira muridzi wemari
Idzo dzakakurumbira dhata rehupfumi hweUSA svondo rino anga ari manhamba emabasa akazvimirira, zvirevo zvekushaikwa kwemabasa uye nhamba yeNFP. Iyo ADP yakazvimirira mabasa nhamba yakauya mu -123K, nepo vhiki nevhiki yekushaikwa kwemabasa kwakaramba kuri padyo padanho re800K. Pakunyora iyi yekuvandudza, Reuters inofungidzira iyo NFP nhamba kuti iuye muna 70K nemusi weChishanu 8, yakaipisisa yekugadzira mabasa nhamba kubva pakutanga kwemafungu 1 eiyo COVID-19 denda.
Huwandu hwakadai hwaizoita kuti vatyairi vanetseke maererano nehutano hwehupfumi hweUS mune chero imwe nguva. Asi nekubuda kwejekiseni, vatengesi nevatengesi vari kutarisa kudarika kunoodza moyo kwemabasa, uye kuhurumende nemabhangi epakati achivakazve hupfumi hwekumadokero kwenyika muna 2021 na2022.
Kupararira kwematambudziko kune mashoma pamisika yemari
Lockdowns inobata kiyi yekusimudzira kwakasimba. Zvakangodaro, vatengesi mumasheya vanoramba vasina hanya nekuti kana mabhanga epakati nehurumende vachiramba vachiita zvinhu zvinokatyamadza kana kutenga zvinhu kuburikidza nekurerutsa kuwanda, misika ichakwira.
Semuenzaniso, hurumende yeUK yakazivisa kukiyiwa kwakaomarara muvhiki yekutanga yaNdira, uye kushambadzira kwakadonha padhuze ne50% mumavhiki ekutanga ekutenga aDecember achienzaniswa ne2019. Kufungidzira ndekwekuti huwandu chaihwo hwekushaiwa kwemabasa kweUK kuchapeta, uye kudzikira kwakapetwa kaviri kuchaitika neQ2. Zvichakadaro, Brexit inotanga zvishoma nezvishoma kukonzeresa nyonganiso inopfuurira kuzviteshi zvengarava.
Asi inotungamira indekisi iyo FTSE 100 parizvino iri 6.00% kumusoro muna Ndira mushure mekunge Bhanga reEngland neUK Chancellor vazivisa kumwe kutsigira pazvinenge zvakakodzera. Muchokwadi, mazhinji maFTSE 100 akataurwa mafemu haasi eUK, asi tarisiro mune dzekudyara kweUK inoramba yakasimba kunyange paine matambudziko ari pachena.
Oiri, mhangura uye simbi dzakakosha dzinogona kunongedzera kune iko kunzwika kwepasirese
Kazhinji inonzi "chiremba mhangura" nekuti inorekodha hutano hwepasi rose, mhangura yakasvika pamakore masere pakakwirira svondo rino. WTI yakakwira zvakanyanya zvakare, ichityora iyo $ 50 bharari mutengo kekutanga kubva munaKurume 2020. Sirivheri negoridhe zvakasimukawo uye nepo simbi dzakakosha zvinhu zvekufungidzira zvavanoshandisa zvakanyanya mukugadzirwa kwemaindasitiri.
Zvese zvinhu zvinodaidzwa pamusoro zvinorongwa sema thermometer anotora tembiricha yehupfumi hwenyika. Europe neAmerican ndiwo musimboti wedambudziko re COVID-19 uye European neAmerican GDP yakadhirika muna 2020. Mukupesana, China nedzimwe nyika dzeAsia dzakasimudzira pamberi muna 2020, nekukura kweGDP kweChina pa4.90% muna2020. Asia zviri pachena kuti ndiyo injini yekukura kwepasirese, saka zvigadzirwa 'zvemangwana mitengo yakwira.
Vhiki riri pamberi pakarenda yezvehupfumi
NeChipiri maJOLTS ekuvhurwa kwemabasa muUSA anoburitswa. Iyo tarisiro ndeye kudonha kusvika 6.3m. Mafuta asina kuchena masheya anofungidzirwa kuratidza kumwe kudonha uko kunogona kukanganisa mutengo weduri remafuta.
NeChitatu inoona kuburitswa kwemahuwandu ekugadzirwa kwemaindasitiri eEurozone. Kufanotaura kuri kwekudonha kwakapinza munaNovember ne -1.4%. Gare gare muzuva apo chikamu cheNew York chikagadzirira kuvhura, huwandu hwemitengo hweUS hunoburitswa. Iyo tarisiro ndeye inflation ichave isina kuchinjika pa1.2%. Iko kukosha kweyen kunogona kuuya kuongororwa mumusangano weAsia, sezvo Japan ichiburitsa yavo yazvino michina yekuraira data. Forecast inodonha kusvika ku4.2% munaNovember vamwe vaongorori vanofungidzira nhamba isiriyo yeiyi inotungamira metric yeJapan.
Nemusi weChina dutu reChinese rekutengesa kunze uye data rekunze rinoratidzwa. Izvo zvinotarisirwa ndezvekukura zvine hutano, gore pagore nemwedzi pamwedzi, izvo zvinoratidzwa mune chiyero chemari yekutengesa. Iyo yetsika yebasa vhiki nevhiki data data rinoburitswa muUS, svondo rekutanga apo mazhinji mwaka ekudzingwa basa anoverengwa, izvo zvinogona kukonzera spike. Kunze uye kupinza mitengo kunoziviswa kuUS, zvichiratidza kuti inflation inotungamira kupi kwenguva pfupi.
Chishanu chinoona kuburitswa kwechangobva kuitika UK GDP nhamba. Kufanotaura kuri 1.5% kukura kwemwedzi mitatu kusvika Mbudzi. Nekudaro, vaongorori vanotarisira kuti yekupedzisira Q ye2020 uye Q1 2021 ichave isina kunaka nekuda kwekukiya. Iko UK chiyero chevatengesi manhamba chinofanirawo kudzikira. Iyo GDP nhamba inogona kukanganisa kukosha kweiyo sterling zvichienderana nekuti fungidziro dzinopotsa kana kurova fungidziro. Iko kune raft yepakati kusvika kune yakanyanya kukanganisa data yakaburitswa muUS panguva yemasikati zvikamu. Kutengesa zvekutengesa, iyo New York Empire index, maindasitiri ekugadzira maficha, zvigadzirwa zvebhizinesi, uye kuverengwa kwemanzwiro eMichigan zvese zvinoburitswa panguva yemusangano wakabatikana. Kuurayiwa kwakadai kwedata kunogona kukanganisa maUS equices indices uye kukosha kweUSD kutarisana nevezera rayo.
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