VHIKI MARKET SNAPSHOT 18/01 - 22/01 | MASOKO ANOTARISIRA TODZESA KUSVIRA KWEMAHARA BHIDHI IYE NEEUROPEAN PMIS ANOGONESESA ZVINOGONESESA
Kunyangwe hunyanzvi hwe macroeconomic huchiri kuoneka mumaitiro emusika, hwaro hwakatanga kukanganisa zvikamu zvevhiki rekutengesa. Dhata rakanyorwa pane makarenda ehupfumi akadai seGDP mhedzisiro, kuunza / kutumira kunze manhamba, manzwiro, Fed neECB hurukuro dzevakuru, uye inflation zvese zvakatanga kukanganisa misika.
Vatengesi vemisika, vatengesi nevanoongorora vachiri kuita sarudzo zvichienderana nezvinhu zvakaita sePandemic, purezidhendi weUS neBrexit, asi idzi nyaya dzakatengwa neimwe nzira. UK yakabuda muEurope, saka "dhiri kana kusaita chibvumirano" banga- mhirizhonga kumucheto kwapera. Biden anovhurwa mukati memazuva manomwe. Hupfumi hwese nenzanga dzave kutanga kutarisa kupfuura mamiriro azvino enjodzi kana majekiseni (netariro) amisa hutachiona.
Kuitazve basa ndicho chinetso chikuru uye mukana mu2021
Dambudziko rinotyisa kwazvo nderekuti ungavaka sei zvikamu zvevashandi kana COVID-19 yabva. Hupfumi hweUS hwakanyoresa huwandu hwe1.4 hwekuwedzera vhiki nevhiki yekushaiwa kwemabasa nemusi weChina, Ndira 14, nepo avhareji yaive pedyo nezviuru zana (paine mabasa mazhinji akagadzirwa vhiki rega rega) munguva dzedenda risati rasvika. Vashandi vekuUK vari kutora 100,000% mashoma emabasa pane ino nguva gore rapera.
Nekudaro, iro dambudziko rekuvakazve basa muEurope neUSA rinogona kupa kusimudzira kwehupfumi kusingaonekwe kwemakumi emakore. Ko iko kudzvova 1920s kuchadzokororwa muma2020s kana hurumende nemabhangi epakati akabatanidza zvinokurudzira munzvimbo uye pombi? Kuputika kwekufamba, kushandisa mari, kufungidzira uye kudyara kunogona kudarika chero chinhu chinoonekwa munguva dzazvino kana zvirambidzo zvasimudzwa.
US equity indices mune yakabata patambo sezvo kuvhurwa kwaBiden kunosvika
Mavhiki evhiki eUS indices dzakatengeswa pasi apo musangano weNew York wakagadzirira kuvhura neChishanu, Ndira 15, misika yeramangwana yakaratidza kusavhurika kwakaipa. Iyo SPX iri pasi -0.93% uye iyo NASDAQ 100 pasi -1.59% vhiki nevhiki. Ese makuru maindekisi ari kumusoro zvishoma gore-kusvika-zuva.
Vatori vechikamu veMusika vachangobva kutengesa indices indices munzira dzakamanikana, uye nhanho dzakakamira munzira yekumirira sezvo hutungamiriri hwemutungamiri wenyika vakagadzirira kuchinja pamusoro. Biden akavimbisa kusundidzira kuburikidza ne $ 1.9 trillion fiscal inosimudzira pasuru kana achinge ave munzvimbo, uye maonero anosiyana maererano nekusimudzira kuri kutotengwa mukati.
USD whipsaws munzvimbo dzakakura mukugadzirira kwehutongi hutsva uye kukurudzira
Dhora reUS rakatengesa munzvimbo dzakapamhamha uye dzimwe nguva dzichirova pavhiki apo misika yemari yaigaya data reU.SA rakasiyana siyana nezvehupfumi nezvakaitika nyonganyonga muWashington. USD / JPY iri pasi -0.28% vhiki nevhiki, USD / CHF iri kumusoro 0.29%, GBP / USD iri kumusoro 0.61%, uye EUR / USD iri pasi -0.68%.
Iyo dollar indekisi DXY yakwira 0.32% pavhiki. Kamwe manejimendi aBiden paanopinza chinokurudzira muhupfumi hweUS USD chichaongororwa. Misika yeEquity inogona kusimuka apo dhora rinodonha kana kukurudzira kwacho kusati kwaverengerwa.
Zviitiko zvezvematongerwo enyika zvehupfumi kuongorora zvakanakanaka svondo rinouya
Raft reChinese dhata rinoburitswa kutanga muAsia Muvhuro musangano, vatengesi uye vatengesi vachatarisa pane GDP yekukura manhamba. Zvaifungidzirwa ndezvekuti GDP yegore rega iwedzere kubva pa4.9% kusvika pa5.9%. Kufanotaura kuri kwekudyara-kweasset Investment kuratidza kukwira kwe3.2%, zvichiratidza vatengesi vese vekutenda vane hupfumi hweChina. China inokurumidza kudzosera-kumashure chidzidzo chinotemesa kumavirira hemisphere manejimendi nezve kudzora kuputika kweECOVID-19.
On Chipiri iwo azvino ZEW manzwiro manhamba akaburitswa kune eGerman uye EZ hupfumi. Zvaifungidzirwa kudonha kudiki mumafungiro ese, izvo zvinogona kukanganisa kukosha kweEUR kana vezera ravo. Kufanotaura iko kuvaka kweEurozone kudonha ne -1.6% gore pagore kusvika Mbudzi.
CPI yeUK uye Eurozone inoburitswa pa Chitatu. Reuters inofungidzira marginal inflation inokwira mune zvese hupfumi. Bhengi reCanada (BOC) rinoburitsa rondedzero yaro yemazuva ano yezvemari panguva yemasikati yekutengesa, iyo inogona kukanganisa kukosha kweCAD maringe nevezera rayo.
Bhanga repakati richashambadzirawo sarudzo yemutero, uye tarisiro hapana shanduko kubva pa0.25% chiyero. Manheru manheru yen yen yeJapan ichauya pasi pe microscope panotengeswa nyowani nyowani uye chiyero chevatengesi manhamba.
Iyo Aussie dhora ichave iri kutamba panguva China Chikamu cheSydney apo ichangoburwa Aus. kusashanda / data rebasa rinosunungurwa. Iyo COVID-19 inokanganisa paAus. hupfumi uye nzanga zvave zvisina basa.
Sedzimwe nyika dzekumaodzanyemba kwenyika, manejimendi akabata hutachiona hwakakwana; isingasviki chiuru yakasimbiswa kufa kusvika ikozvino. Nekudaro, kushaikwa kwemabasa kunotarisirwa kukwira kusvika pa1,000% kana iyo data ikaburitswa iine chete 6K mabasa akagadzirwa muna Zvita.
Pakati pechikamu cheAsia, iyo BOJ inoburitsa sarudzo yeJapan ichangoburwa yemutero, inozokanganisa kukosha kweyen kana shanduko ichibva -0.1% kana gadziriso mumutemo wavo wemari wakashata ukaziviswa.
IEEC ichazivisa ichangoburwa yemari yemubereko. Iko hakuna kutarisira kwekuchinja kubva pane iripo 0.00% yekukweretesa mwero uye -0.5% yemadhipoiti. Makumi mana nemashanu maminetsi mushure mekunge sarudzo yavo yaziviswa, iyo ECB ichaita musangano nevatori venhau. Euro inogona kuchinja panguva yekutaura kana chero shanduko yemari ikaziviswa.
Nhamba yevhiki nevhiki yekushaiwa kwemabasa inoverengerwa kubva kuUSA inoburitswa neChina. Vaongorori vachatsvaga kudonha mumabvunzo evhiki nevhiki kubva ku1.4 miriyoni yakasanganiswa yakanyorwa muvhiki rapfuura.
Chishanu karenda data inotanga nemashopu ekutengesa manhamba kubva kuUK. Zvita icharatidza kukwira nekuda kwemaitiro ekutenga eXmas. Pamberi pekuvhurwa kwechikamu cheNew York, ichangoburwa yaNdira flash IHS Markit PMIs inoburitswa kune akati wandei hupfumi hweEU uye UK Idzi data dzinogona kuvhundutsa vaongorori kana zvakafanotaurwa zvikaitika. Semuenzaniso, fungidziro ndeyekuti masevhisi eUK angodonha kusvika ku38.4 kubva ku49.4 uye kuUK kugadzira kuri kudonha kubva 57.5 kusvika 45.1. Aya mazipikisheni akakura uye anoratidza kuti iyo UK yakatemerwa kudzikira kwakapetwa kaviri-dip iyo inogona kungogadzikiswa nekuenderera mberi kwemari uye kukurudzira kwemari uye kubudirira kwekubuda kwejekiseni.
« Germany inorekodha hupfumi hwayo hwekutanga kubva muna 2009, nepo kushayikwa kwemabasa kuchiwedzera nemiriyoni imwe muvhiki imwe chete Kuenda wakananga kune yakatwasuka-kuburikidza nekugadzirisa FX broker ndiyo nzira kwayo »
