Litlaleho tsa moputso oa kotara ea pele le tlhaiso-leseling ea theko, li ka ama limmaraka tsa equity tsa USA le boleng ba dolara ea Amerika bekeng ena.
Nako ea moputso oa kotara ea pele ho la USA e qala bekeng ena mme bahlahlobisisi ba bangata le batseteli ba tla lebisa tlhokomelo ho laser ea bona ho SPX, haholoholo ba shebile lifeme tsa lichelete, joalo ka libanka tse ka sehloohong tsa matsete. Tse ngata tsa tsona li holile ka 'boleng' bo bonoang ka 25% e makatsang limmarakeng, ho tloha likhethong tsa Trump. Mabapi le hore na (kapa che) ho hlile ho na le ntho ea bohlokoa ho nyolloeng ha boleng ba boleng, qetellong e tla hlahlojoa bekeng ena, ha data ea lichelete e khethoa esale pele.
Motheo oa thabo e sa utloahaleng mabapi le bubble ea Trump, e ka fumaneha polelong ea mantsoe a mararo; "Khoebo ea reflation". Tumelo ea mantlha ke hore; ha lekhetho le fokotsehile 'me projeke e kholo ea li-trillion hammoho le USD (e nahanoang) e etsahala, moruo oa USA o ne o tla nyoloha haholo mme batseteli ha ba ka ba senya nako ho tseba hore na ke li-stock life tse tla una molemo haholo. Leha ho le joalo, ha Trump a lula a loanela ho tlisa phetoho efe kapa efe mmusong ho tloha ha a khethoa, nako ea moputso e tlase e ka etsa hore maemo a rekisoe ka mokhoa o itekanetseng.
Ka taba ea Trump, joale re ne re ka bona tsoelo-pele ea "Trump Tantrum"; hajoale a sa iphumanele tsela ea hae, a sa kenelle 'me a netefalitsoe hore ha a sebetse ka botlalo kahare ho naha, a kanna a khelosa tlhokomelo ea machabeng ka literaeke le litšoso tse lebisitsoeng ho Syria le Korea Boroa. Ka hona bahoebi le batseteli ba hloka (joalo ka mehleng) ho lula ba tseba ka tsoelo-pele e potlakileng ea lipolotiki, e sa fumanehang ka khalendareng ea rona ea moruo.
Mabapi le phetolo, lipalo tsa morao-rao tsa theko e tsoang USA le UK li tla phatlalatsoa bekeng e tlang. UK inflation e fokotsehile ho tloha ho 0.3% likhoeli tse leshome le metso e 'meli morao, ho 2.3% hajoale, ka bahlahlobisisi ba bang ba lumela hore (ka lebaka la phello ea Brexit) inflation e ka nyolohela ho circa 6% qetellong ea 2018. Lisosa tsa mantlha tsa 2% Keketseho ea selemo le selemo e bile boleng bo theohang ba litheko tse ntle tsa PPI le litheko tsa kantle ho naha, ka PPI (litheko tsa tlhahiso tsa theko ea mohlahisi) e nyolohang ka selemo sa 20% selemo le selemo.
Joaloka moruo o nang le tefo e nyane ea tefo, e itšetlehileng ka moruo oa bareki o tsamaisoang kantle ho naha, mme moputso o phahama o phahama ho feta 2% ka selemo, UK e ka iphumana e sithabelitsoe ke letoto la maemo a sa lebelloang. Keketseho e kholo ea infleishene, ha lipalo li phatlalatsoa ka Labobeli, li ka bona boleng ba ho nyoloha ho khahlisang le lithaka tsa eona tse kholo, kaha batseteli ba ka fetolela litaba joalo ka bopaki ba hore Banka ea England e tla tlameha ho nyolla sekhahla sa phaello ea UK, kapele eseng hamorao, molemong oa ho folisa infleishene.
Ho inflation ea CPI ea USA ha joale e sebetsa ho 2.7%, data ea morao-rao ea CPI e phatlalalitsoe ka Labohlano mme ha ho bonahale e ka baka tšusumetso e kholo, hobane maraka a tla koaloa ka Labohlano bakeng sa matsatsi a phomolo a banka ea Paseka. Kaha matsatsi a phomolo a Paseka a atametse, ke beke e batlang e khutsitse bakeng sa liketsahalo tsa khalendara ea moruo tse mahareng ho isa holimo bekeng ena.
Ka Mantaha Tšepo ea motseteli oa Eurozone Sentix ea phatlalatsoa, hamorao mantsiboea Janet Yellen o hlaha univesithing ea Michigan.
Labobeli e pakela phatlalatso ea lipalo tse fapaneng tsa theko e mabapi le moruo oa UK: CPI, HPI, RPI le PPI. Tekanyetso ea ts'epo ea moruo ea ZEW ea Jeremane ea phatlalatsoa, joalo ka ha USA e ts'ehetsa data ea ho bula mesebetsi.
Laboraro Re tla amohela datha ea theko ea Chaena pejana ho kopano ea Asia, kamora moo liketsahalo tse kholo tsa tšusumetso e kholo li ama UK, ka bobeli mabapi le tlhokeho ea mesebetsi le data ea khiro le 'musisi oa Banka ea England Mark Carney ea ts'oereng lekhotla ketsahalong e neng e le London. Banka e bohareng ea Canada e tla phatlalatsa qeto ea eona ea sekhahla sa tsoala, e lateloang kapele haholo kamora moo, ke kopano ea boralitaba le tokollo ea polelo ea leano la lichelete, e tšehetsang qeto ea sekhahla.
Labone e bona phatlalatso ea litaba tsa Australia tsa morao-rao mabapi le khiro / ho hloka mosebetsi, litaba tsa Jeremane tsa CPI lia phatlalatsoa, USA e phatlalatsa metriki ea morao-rao ea likopo tsa tlhokeho ea mosebetsi mme data ea boithuto ba boits'epo ea univesithi ea Michigan ea phatlalatsoa.
Labohlano e paka lipalo tse fapaneng tsa litheko tsa theko ea USA tse phatlalalitsoeng, ha ho ntse ho fanoa ka lintlha tse tsoetseng pele tsa thekiso ea mabenkele, joalo ka lintlha tse mabapi le lihlahisoa tsa khoebo tsa moraorao.
Khalendara ea Moruo (linako tsohle ke BST)
Mantaha oa la 10 Mmesa
09:00 - Tlhahiso ea indasteri ea Italy
09:30 - Kholiseho ea motseteli oa Sentix
Labobeli la 11 Mmesa
00:01 - Mokhatlo oa thekiso ea mabenkele oa UK BRC
02:30 - Kholiseho ea khoebo ea NAB ea Australia
07:00 - Japane lisebelisoa tsa lisebelisoa tsa mochini oa pele
09:30 - CPI ea UK, PPI, RPI le HPI
10:00 - Maikutlo a moruo oa ZEW oa Jeremane
15:00 - Menyetla ea mesebetsi ea US JOLTS
Laboraro la 12 Mmesa
02:30 - China CPI, PPI theko
09:30 - Ho hloka mosebetsi ha UK, meputso e tloaelehileng
15:00 - Bank of Canada leano la lichelete le polelo ea sekhahla sa tsoala
15:30 - Lihlahisoa tsa oli tsa Amerika tse sa tsoakoang
16:15 - Seboka sa boralitaba sa Bank of Canada
Labone la 13 Mmesa
Tentative - China balance ea khoebo
02:30 - Phetoho ea mesebetsi Australia, tlhahlobo ea botsitso ba lichelete ea RBA
08:15 - Switzerland PPI
09:30 - Phuputso ea maemo a mokitlane ea Bank of England
13:30 - Canada e rekisa
13:30 - US PPI, likopo tsa ho hloka mosebetsi beke le beke
15:00 - Maikutlo a basebelisi ba UoM a mantlha a US
Labohlano la la 14 Mmesa
Letsatsi lohle - Labohlano la Labohlano le letle
13:30 - Theko ea lichelete ea US CPI, thekiso ea mabenkele
