VHIKI MARKET SNAPSHOT 26/2 - 2/3 | Vhiki reGDP manhamba eCanada, USA, France neItaly, zvinogona kuratidza kusimba kwekukura kwepasirese kukura, nepo maCPI akasiyana siyana achizarura huwandu hwekumanikidza kwemitengo
MaGDP eNorth America achapinda mukutarisisa mukati mevhiki, Canada parizvino iri kuburitsa huwandu hwakakura hwekukura uye pa3.5% kukura, hupfumi hweCanada huri pamusoro pemachati ekukura, eWestern Hemisphere. IU.SA parizvino iri kudhinda GDP kukura kwe2.6% uye vezvehupfumi vari kufungidzira kuti nyika mbiri idzi dzichachengetedzwa, kana kuvandudzwa pamusoro. Chero kudonha kwaigona kuona mutengo wemadhora emudzimba akanangana nekumanikidzwa.
Kuverengerwa kwakasiyana kweISM kwehupfumi hweUSA kunoratidza simba riri kutsigira inofungidzirwa simba rezvehupfumi iro FOMC rairehwa, mumaminetsi avo akaburitswa neChitatu Kukadzi 21. Mari dzinoverengeka dzemari nemari dzinoverengeka dzinozoratidzwa neBSS yehupfumi hweUSA, nepo Musangano weBhodi uye yunivhesiti yeMichigan kuverenga kwevatengi, zvicharatidzawo tarisiro pakati pevanhu vemuUS.
Kuburitswa kwakanyanya kweEurope kunosanganisira: Swiss, French neItaly GDP, uye kuverenga kweCPI kweGerman neEurozone. Vaongorori nevashambadziri vachange vachitarisa kune zvinoenderana zviyero mubhodhi, kuti vape humbowo hweyechete mari bloc yekuenderera mberi kwehupfumi.
Muvhuro inotanga nemhedzisiro yekutenga chaiko kwema bond bond, yakatariswa zvakaringana zvine chekuita ne kukosha kwe yen, zvakare kubva kuJapan tinogashira ichangoburwa inotungamira chiratidzo uye data rezvakaitika. Kamwe misika yeEurope painovhurwa data rekupedzisira reSwitzerland banking dhipoziti rakaburitswa, huwandu hwekupedzisira hweUK BoE pamitero yekutenga pamba inotariswa zvakanyanya pazviratidzo zvekuti vatengi vari kusvika pakakwirira kugona kwavo uye kuvimba, kutora zvikwereti zvemari inowedzera.
Sezvo kutarisisa kuchichinjira kuUSA, nyowani yekutengesa imba data inofungidzirwa kuti iwedzere, mushure mekudonha kwemwaka. Dallas neChicago Feds vachapa zviitiko zvavo zvenguva ichangoburwa, nepo Fed's Bullard ichizopa hurukuro pamutemo wezvemari. Mari yeU.SA ichatengesa mari yemubhadharo yemwedzi mitatu nemitanhatu, musoro unopisa wakapihwa madhora mazana maviri nemakumi maviri emadhora akatengeswa mukati mevhiki inopera neChishanu 3 Kukadzi. Dhata reNew Zealand riri padhara munguva yemanheru; kuburitsa kunze kwenyika, kupinza kunze kwenyika, chiyero chekushambadzira (pamwedzi uye pagore metric), zvinogona kukanganisa kukosha kweiyo kiwi (NZD) kana huwandu hukashaikwa, kana kurova fungidziro.
On Chipiri ChiGerman chitoro chekutengesa ndicho chinotungamira che raft yeyakareruka manzwiro emeta metric kubva kuEurozone inosanganisira: mutengi, maindasitiri, masevhisi uye hupfumi kuvimba. CPI yeGerman inofungidzirwa kuti ichauya padyo padanho reiyo CPI pa1.6%, Weidmann weBundesbank achapa hurukuro, nezvekushanda kwebhanga repakati reGerman. Kamwe misika yeUS painovhura raft yedata, inosanganisira: zvigadzirwa zvemberi uye zvinogara kwenguva refu, zvitoro zvekutengesa uye zvekutengesa, zvinopa chiratidzo chevatengi uye bhizinesi chivimbo. Sezvichaitwa neConference Board yevatengi yekuverenga kuvimba, inofanirwa kukwira ne 0.5 kuwedzera kusvika ku126. Iyo Case Shiller yekuverenga mitengo yemba yemaguta makuru makumi maviri muUSA nemunyika yose ichaburitswa, parizvino iri pa6.21% nyika, nhamba ichatariswa zvakanyatsonaka, kune chero zviratidzo zvekushaikwa kwehupfumi.
Japan yadzoka mukutarisa pakati peChipiri manheru, sezvo nhamba dzekutengesa dzichitsikiswa, huwandu hwekugadzirwa kwemaindasitiri huchaongororwa zvakanyanya, nekuda kwezviratidzo zvekuti nzvimbo dzemabhizimusi dzeJapan dzichiri kuita.
Chitatu inotanga nekuburitswa kwazvino Nationwide imba mutengo indekisi yeUK, inofanirwa kugara iri padhuze ne3.2% YoY yakaburitswa munaNdira. Kuvimba kwevatengi, bhizinesi chivimbo uye maLloyds bhizinesi barometer kuverenga, zvinogona kuunza nzwisiso mune yakazara mamiriro emanzwiro muUK UK Vatatu maIIs eChina vanoburitswa, kunyangwe kunze kwekunge vangopotsa kana kurova fungidziro neimwe nhambwe, dhata dzeChinese parizvino hadzina kukanganisa pane misika yeFX pasi rese.
Sezvo misika yeEurope yakavhurwa, GDP yeFrance ichaongororwa, parizvino iri pa2.4% kugadziriswa kweiri kukura kukura kunotarisirwa. Chikamu chekushaikwa kwemabasa cheGerman chinofanira kuramba chiri pa5.3% yakanyorwa munaNdira, nepo nhamba yeCPI yeEurozone ichifanirwa kuramba iri pa1.3% YoY.
Ehupfumi khalendari nhau dzeUSA dzinotarisa zvakanyanya pane ichangoburwa GDP manhamba, akaiswa pagore QoQ kuverenga kwacho kunofungidzirwa kuti kucharamba kuri pa2.6% kuverenga kwakanyorerwa Q3. Dzakamirira imba yekutengesa data yeAmerica ichaburitswa zvakare, zvichitevera Case Shiller imba mutengo indekisi yakaburitswa pazuva rakapfuura, vaongorori vachakwanisa kugadzira pfupiso yenyika yeUSA imba musika. Jerome Powell, achangobva kuiswa chigaro cheFed, achapupura pamberi pekomiti yeImba yezvemari uye seyake yekutanga kuratidzika kwega, kuita uku kunotarisirwa nechido.
China data rezvapupu kubva kuJapan rakaburitswa muchikamu cheAsia; matura epamutemo, kutengesa mota, kugadzira PMI uye kuvimba kwevatengi, nepo mukuru weBoJ VaKataoka vachipa hurukuro. Iwo maGDP manhamba ehupfumi hweSwitzerland achaburitswa, parizvino pa1.2% YoY fungidziro ndeyekuti kukura kuchachengetedzwa padanho rino. Retail sales uye iyo yekugadzira PMI ndiyo yekupedzisira metric yeiyo Swiss hupfumi yakaburitswa pazuva. Kugadzira PMIs e: France, Italy, Germany uye yakafara Eurozone ichaendesa chiratidzo cheiyo nheyo iyo iyo yazvino yekugadzira yekuwedzera inovakwa. Iyo UK inogadzira PMI ichasunungurwawo, hwaro hwayo hahuna kuita pamwe nevezera rayo reEuropean.
Sangano reUK stats agency iyo ONS inozivisa huwandu hwechizvino zvino hwevatengi chikwereti, nepo chikwereti chemogeji uye data rekupa mari zvichizounzwawo. Kubva kuEurozone tinogamuchira iyo yazvino dhata pane GDP yeItaly, fungidziro yekugara padhuze neyazvino 0.9% YoY chimiro. Iyo yekushomeka chikamu cheiyo imwechete bloc zone inofungidzirwa kuti icharamba iri pa8.7% muna Ndira.
Masikati akabatikana zvakanyanya kune data reUSA; mari yemunhu nemari, mashandiro asina basa, mari yekuvaka, iyo Markit PMI yekugadzira, kuverenga kweISM kwekugadzira, basa, mirairo nemitengo yakabhadharwa.
Manheru New Zealand inopinda mukutarisa; ine chivimbo chevatengi uye mvumo yekuvaka data iri kuburitswa. Japan ichaendesa sumbu re data kusanganisira: chiyero chisina basa (parizvino chiri pa2.8%), mari yemhuri yose uye CPI. Inflation inofungidzirwa kukwira kusvika ku1.5% kubva ku1.3%, izvo zvinogona kukonzera kufarira yen, kana vatengesi veFX vakashandura mhedzisiro seyekuwedzera iyo yen, zvichibva paBoJ ichiva hawkish maringe nemutemo wavo wemari.
Chishanu inotanga zviitiko zvekarenda yezuva neItaly QoQ uye YoY GDP dhata, parizvino pa1.6% YoY iyi nhamba inofungidzirwa kuti icharamba isina kuchinja. Iyo UK yekuvaka PMI ichatariswa zvakanyanya pa50.2 muna Ndira sezvo ichingova pamusoro peiyo 50 chikamu, pazasi iyo indasitiri (kana chikamu) inoonekwa seiri mune kuderera.
North America data inotanga neCanada ichangoburwa GDP nhamba, mwedzi pamwedzi mwedzi wapfuura nhamba yaive 0.4% uye zvazvino YoY nhamba iri 3.5% muna Zvita. Iyo yetsika uye inoremekedzwa pamwedzi Yunivhesiti yeMichigan dhata nhevedzano yekuverenga manzwiro inosunungurwa, pa99.9 yaNdira kuverenga uku kwakanyatso kutariswa nevanoongorora, zvichipiwa iyo nhaka yaakagadzira kwemakumi emakore.
« Iko iko kupfupi, kupinza, kururamisa mumisika yemasheya, yakapihwa epakati mabhangi chikonzero chekusakwidza mhindu? Misika yeUS equity yakapera svondo rapfuura nekukwira kwakakura, uye varimi vanozotarisa kuUSA GDP manhamba neChitatu kutonga hutungamiriri hwemari nedhora reUS. »
