Khauta e ts'osetsa ho putlama ka theko ea $ 1300, mekoloto ea Amerika e fihla sehlohlolong, yen e lahleheloa ke boipiletso, mme dolara ea Amerika e phahama

La 19 • Moqolo oa Hoseng • 2408 Maikutlo • litlhaloso Off Khauta e sokela ho oela ka theko ea $ 1300, mekoloto ea Amerika e fihlela bophahamo bo phahameng, yen e lahleheloa ke boipiletso, mme dolara ea Amerika e phahama

Re tloaetse mantsoe le lipolelo tse ngata tse ncha tsa buzz ho tloha ha mathata a fapaneng a mekoloto a qalile morao koana ka 2007/2008: TARP, theko ea thepa, ho putlama ha mokitlane, ZIRP (leano la sekhahla sa tsoala), NIRP (leano la sekhahla sa tsoala se fosahetseng), taper, Taper twist, helikopthara tjhelete jj Mme re ka iphapanya jwang nuspeak e tummeng hampe ya "QE" (Quantitative easing). Joale re hloka ho itokisetsa ho eketsa poleloana e le 'ngoe ho lexicon ea lipuo tse peli; "Ho tiisa ka bongata", kapa QT

Polelo ena e ncha e qala ho hlaha pele ho kopano ea FOMC bekeng ena (Laboraro mantsiboea), moo litulo tsa Feds tse fapaneng USA, li ke keng tsa senola feela qeto ea bona mabapi le sekhahla sa tsoala, empa hape ba tla bua ka liketsahalo tse ling tse ho fuoa lebitso le lecha; "Ho phomola ho hoholo". Poleloana ena e amana le kamoo banka e bohareng ea Fed, kamora ho etsa balloon sheet ea eona ea ho boloka moruo oa USA ka ho reka mokoloto libankeng tsa USA, e tla qala ho phutholla pampiri ea eona e ka bang $ 4.5 trillion. Mabapi le hore na ts'ebetso ena e tla etsahala neng hona joang ke bothata ba ho rarahana ho hoholo, thepa e se e bokelletsoe nakong ea lilemo tse tšeletseng, morao nakong eo balanse e neng e le circa feela $ 1 trillion.

Ho phahama ha mebaraka ea lichelete tsa USA le ho phahama ha boleng ba thekiso ea matlo ho tloha ka 2011, ho etsahetse ka lebaka la QE ena e kholo (lenaneo la theko ea thepa). Mokoloto o bakile kholo ea GDP ho la USA, mme lintlha tse tšepahalang li fana ka maikutlo a hore ho nkuoe mokoloto oa $ 4, ho fihlela (kapa ho reka) kholo e ngoe le e ngoe ea $. Palo-palo e tebisang maikutlo, eo molulasetulo oa Fed ea nang le boiphihlelo Janet Yellen a e tsebang haholo, ke ka hona a leng tlalehong a re ho shebella leqephe la balance ho fokotsa ho tla tšoana le "ho shebella pente e omme". O tseba litlamorao haeba phomolo e potlakile haholo ebile e hlolla haholo; haholo-holo ho putlama ha boleng ba lichelete.

Letsatsing le batlang le khutsitse bakeng sa litaba tsa khalendara ea moruo, 'musisi oa Trump le BoE Carney ba fane ka lintlha tsa bohlokoa, joalo ka ha mabone ka bobeli a bua le UN le IMF ka tatellano. Trump o bolella UN ho fokotsa theipi e khubelu le tsamaiso, a supa hore mosebetsi o imenne habeli liofising tsa ona New York lilemong tse leshome tse fetileng (ho makatsang ke hore o batla hore mesebetsi e thehoe mme o na le hotele ea Trump e hahiloeng haufi ho amohela bahlomphehi ba UN). Ho sa le joalo, Washington DC Carney o ne a le maphathaphathe ka mokokotlo, ho tloha boitlamo ba hawkish ba beke e fetileng ba ho nyolla sekhahla sa UK UK neng kapa neng haufinyane. Ha e le hantle, dolara ea Amerika e ile ea phahama, eseng hakaalo ka lebaka la maikutlo a Trump, ha sterling eona e ne e oela ka tekano, haholo ha e bapisoa le euro le dolara ea Amerika.

Litabeng tse ling feela tsa bohlokoa tse mahareng ho isa ho tse matla tsa letsatsi leo, re ithutile hore theko ea Eurozone (CPI) e kene joalo ka ha ho ne ho boletsoe ho 1.5% YoY, ho tloha ho 1.3%. Ho phahama ha MoM August le hona ho hlahile hantle ho 0.3%, pele ho -0.5% e tlalehiloeng ka Phupu. Euro e ile ea phahama ho bapisoa le lithaka tsa eona tse kholo litabeng tsena, mohlomong batseteli ba lumela hore e matlafatsa likhetho tsa ECB ho fokotsa tšusumetso ea eona le kapa ho nyolla sekhahla sa tsoala, ho tloha mokatong oa hona joale oa zero.

Ka bobeli DJIA (e nyoloha ka 0.28%) le SPX (e nyolohile ka 0.15%), ba fihletse bophahamo bo phahameng ba rekoto ka Mantaha. Li-indices tsa Europe li koetsoe; STOXX 50 holimo 0.32%, FTSE 100 ho 0.52%, DAX holimo 0.32%, CAC nyoloha ka 0.30%. EUR / USD e koetsoe ka letsatsi, hoo e ka bang 0.1% ho 1.1955, GPB / USD e ne e le tlase approx. 0.6%, ho 1.3495, USD / JPY e phethile letsatsi ho fihlela ho 0.5%, ho 111.41. Khauta e theohetse tlase ho $ 1304 ka ounce, e oela ho S2, ebe e khutlisoa hanyane ho isa ho $ 1306. Oli ea WTI e shapuoa nakong eohle ea khoebo, e roba R1, e oela ka S1, ho phethela letsatsi haufi le folete, e phomola haufi le ntlha ea letsatsi le letsatsi, ka $ 50.31 ka moqomo.

Liketsahalo tsa bohlokoa tsa khalendara ea moruo ka la 19 Loetse, ka linako tsohle tse qotsitsoeng ke nako ea London GMT

09:00, chelete e amme EUR. Patlisiso ea ZEW-Zone ZEW (Maikutlo a Moruo) (SEP). Palo ea Phato e fihlile ka 29.3, ntlafatso e lebelletsoe.

09:00, chelete e amme EUR. Patlisiso ea Jeremane ea ZEW (Maikutlo a Moruo) (SEP). Ponelopele ke ea ho nyolohela ho 12, ho tloha palo ea Phato ea 10.

12:30, chelete e amme USD. Qalo ea Bolulo (MoM) (AUG). Ho lebelloa ho nyoloha ho 1.7%, ho tloha ho putlama ha -4.8% e ngolisitsoeng ka Phupu.

12:30, chelete e amme USD. Litumello tsa Kaho (MoM) (AUG). Ho lebelletsoe ho bala -0.8%, ho tloha ka ho makala ha Phupu -4.1% palo.

12:30, chelete e amme USD. Index ea Theko ea Kantle ho Ex Petroleum (MoM) (AUG). Ho lebelloa ho nyolohela ho 0.2%, ho tloha moo ho baloang 0.0%.

12:30, chelete e amme USD. Index ea theko ea kantle ho naha (YoY) (AUG). Ntlafatso, ho 0.8% e ngolisitsoeng ka Phupu e boletsoe esale pele.

22:45, chelete e amme NZD. Khaello ea ak'haonte ea hajoale-GDP Ratio (2Q). Ha ho phetoho e tsoang ho -3.1% e hatisitsoeng ho Q1 e lebelletsoeng.

23:50, chelete e amme JPY. Merchandise Trade Balance Kakaretso (Yen) (AUG). Ho hakanngoa hore ho tla ba le tekanyo ea ¥ 97.0b, e oang ho tloha ka Phupu ha ho baloa ¥ 418.8b.

Comments ba koaloa.

« »