Limmaraka tse ka sehloohong tsa lichelete tsa Amerika li haufi haholo, euro e phahama motheong oa lintlha tse matla tsa Eurozone, index ea letheba la lidolara tsa Amerika e oela ka lisente tsa 0.3%
Litekanyetso tsa tekano ea USA; DJIA le SPX, kaofela li bonts'itse boits'oaro nakong ea kopano ea khoebo ea New York, e lebisang ho bahlahlobisisi ba bangata ba mahlale ho fana ka maikutlo a hore limmaraka tsa equity haufinyane li bonts'a lipontšo tsa khale tsa ho fihlela pheletso ea selemo sa bona sa 2017 se felletseng sa khoebo. Ha re ntse re kenya se bitsoang "nako ea meputso" USA, metšoasong e mengata ea FAANG e shebahala e le tlasa khatello, haholo liabo tsa Amazon, tse oeleng ka 4% ka Labone, pele e tlaleha moputso oa eona kamora ho koaloa, index ea NASDAQ e lahlehetsoe ke circa 2% bekeng ena. Nako ea moputso e ile ea nkoa e le lebaka la hore mebaraka ea lichelete e tla tsoelapele ho hatisa lirekoto tse phahameng ho Q1-2 2018, hang ha lenaneo la phokotso ea lekhetho la Trump le ne le theko e tlase, leha ho le joalo, ho bonahala ho na le letsoalo mabapi le: Apple, Alphabet (Google) le Amazon, kaha bohle ba tlaleha lipalo tsa bona tsa selemo le selemo kamora 'maraka oa Labone o koetsoe.
Limmaraka tsa lichelete li boetse li bonahala li senyehile ka lilemo tse leshome likoloto tsa matlotlo li roba 2.78%, ka lebaka la se fetoleloang e le polelo ea hawkish e tsoang ho Fed / FOMC, kamora hore litefiso tsa bohlokoa tsa phaello li bolokoe ho 1.5%, tse phatlalalitsoeng qetellong ea kopano ea bona ea matsatsi a mabeli e sa tsoa feta. Bahlahlobisisi le batseteli ba ntse ba hlophisa boemo ba sekhahla sa tsoala sa circa 2.75% qetellong ea 2018, mme qetellong ba bolaea bubble ea nako e telele 'marakeng oa litlamo.
Leha e ne e le letsoalo, litaba tsa khalendara ea moruo tse amanang le USA li ne li le ntle haholo; Phephetso ea tahlehelo ea mesebetsi e ile ea tla ka tlase ho ponelopele ho -2.5%, litletlebo tsa pele tse sa sebetseng tsa beke le beke li ile tsa otla ka 230k, tlhahiso ea tlhahiso ea ISM ea ho bala e otla ka ho tla ka 59.1 mme tšebeliso ea chelete ea kaho e otla Forecast, e tla ka 0.7% ka Tshitwe.
USD e bile le leruo le tsoakaneng nakong ea khoebo ea Labone; ha ho bapisoa le euro le UK li theola USD le eona e oele, empa e fumane phaello e itekanetseng ea circa 0.2% ha e bapisoa le yen. Lenane la lidolara le oele ka lisenthimithara tse 0.3, oli ea WTI e tlotse $ 65 moqomo oa moqomo Brent e ts'ositseng boemo ba $ 70, ha khauta e phahame ka lisenthimithara tse 0.3, e nka chelete e boima ea $ 1350 ka nako e le 'ngoe nakong ea mananeo a letsatsi.
Litaba tsa moruo tsa Eurozone, ka mokhoa oa ho etsa li-PMI tse ntle ka kakaretso tse tsoang ho: Italy, Fora, Jeremane le EZ, li thusitse euro ho phahama khahlanong le lithaka tsa eona tse ngata, li ballo li ile tsa hloleha ho hlasela likhakanyo esale hole, leha ho le joalo Selemo tšepo ea batsamaisi ba theko e ile ea amoheloa hantle ke batseteli ho euro. EUR / USD e nyolohile ka hoo e ka bang ka li-circa 0.8% ka letsatsi, ha a ntse a fumana mochini oa 1.2500. Bakhoebo ba lichelete ba Europe ba hanne ho reka ka tšepo; li-indices tsohle tse etellang pele li koetsoe, DAX ka 1.41. %
Melemo ea Sterling e bile le boiphihlelo nakong ea liboka tsa Labone, menyenyetsi e bokelletse hore banka e kholo ea UK BoE e tla fana ka leano la hawkish ha ba ntse ba phatlalatsa qeto ea bona ea morao-rao ea sekhahla sa phaello, ha tumellano ea litsebi tsa moruo e shebile ho latela hore litefiso li tla ts'oaroa ka 0.5% . 'Musisi, Mark Carney, a ka fana ka polelo e tataisang pele, a fana ka maikutlo a ho tiisa leano la lichelete, ho qala likhoeling tsa selemo. GBP / USD e phahame ka hoo e ka bang ka 0.5% ka letsatsi, ho fapana le yen ea UK pound e phahame ka circa 0.5%. Le ha tlhahiso ea li-PMI e ne e le ntle bakeng sa EZ ho balloa UK ho ile ha theoha haholo, boemo ba eona bo tlase ho tloha ka Phuptjane 2017, bo kenang ka 55.3, ha bo na ponelopele ea 56.5.
AUD e oele khahlanong le boholo ba lithaka tsa eona kamora hore lipalo tsa morao-rao tsa kaho ea Australia tse phatlalalitsoeng hoseng ka Labobeli hoseng, li hlolohetsoe lipheo tsa ponelopele hole. Litumello tsa moaho li oele ka -20% ka khoeli ea Hlakubele, ha YoY e oela ka -5.5%, ho tloha ho phahama ha 18.1% ka Pulungoana. Litheko tsa kantle ho naha li nyolohile ka 2%, litheko tsa kantle ho naha ka 2.8% QoQ bakeng sa kotara ea bone. Batseteli ba nkile lintlha tsena e le bopaki ba hore RBA e tla qoba ho nyolla sekhahla sa bohlokoa sa chelete nakong ea kopano ea bona bekeng e tlang. AUD / USD e koetse 0.2%, e hlaphoheloa ho tsoa tahlehelong ea pejana ea 0.6%.
USDOLLAR
USD / JPY e rekisitsoe ka moalo o moqotetsane ka leeme ho ea holimo, e roba R1 nakong ea kopano ea hoseng ea Europe le sebetsana sa 109.00, le ho koala letsatsi ho fihlela ka 0.3% ho 109.46. USD / CHF e rekisitsoe ka seteishene se pharaletseng sa letsatsi le letsatsi, se oela ka S1, ho ts'oara ho oa ha eona pejana ho S2, ho theosa le 0.6% ho 0.9265. USD / CAD e rekisitsoe ka marang-rang a tiileng, e oang ka circa 0.2% ka letsatsi ho 1.226.
HO SEBELISA
GBP / USD e rekisitsoe ka bongata nakong ea mananeo a letsatsi, qalong e oela ka S1, thapo e fumanoe ho tlola R1, ebe e phahama ho koala circa 1.426, ho nyoloha ka circa 0.5% ka letsatsi. GPB / CHF e ile ea shapuoa motšehare, qalong e nyoloha ka R2, ho khutlisa ka matla le ho hlakola phaello, e koala ka 1.321, haufi le bataletseng ka letsatsi, theko e fihla haufi le ntlha ea letsatsi le letsatsi. Ho tloha ha re roba 100 DMA (e hlophisitsoeng ho 1.313) ho ea tlase ka la 30 Pherekhong, GBP / CHF e folile ka matla.
Yuro
EUR / GBP e rekisitsoe ka bongata bo nang le leeme ho ea tlase, e oela ho S1, ebe e khutlisa tataiso, e phethela letsatsi ho circa 0.876, e bataletse ka letsatsi ka theko e haufi le PP ea letsatsi le letsatsi. EUR / USD e phahame ka approx. 0.6% ka letsatsi, kamora hore ba qale ho theola PP, chelete e khutlisitsoe, ho fihlela R2 le ho koala circa 1.2508. EUR / CHF e rekisitsoe ka approx. Karolo ea 0.2% motšehare, e koalang haufi le folete haufi le PP ea letsatsi le letsatsi ho 1.158.
Gold
XAU / USD qalong e ile ea oela ka PP ea letsatsi le leng le le leng ho fihlela intraday e tlase ho 1,337, pele e hlaphoheloa ho fihlela intraday e phahameng ea 1,351, tšepe ea bohlokoa e phethile letsatsi ho circa 1,348, ho fihlela ho 0.3% ka letsatsi.
LITLHAKU TSE KHOLO TSE BOTSOANG KA LA 1 FEBRUARY XNUMX.
• DJIA e koetse 0.14%.
• SPX e koetse 0.06%.
• NASDAQ e koetse 0.35%.
• FTSE 100 e koetse 0.57%.
• DAX e koetse 1.41%.
• CAC e koetse 0.50%.
• EURO STOXX e koetsoe 0.88%
LITLHAKISO TSA SEHLOOHO TSA K'HALENDA EA MORUO KA LA LA 2 FEBRUARI.
• GBP. Markit / CIPS UK Kaho ea PMI (JAN).
• EUR. Index ea Theko ea Mohlahisi oa Euro-Zone (YoY) (DEC).
• USD. Phetoho ho litefello tse seng tsa polasi (JAN).
• USD. Sekhahla sa ho hloka mosebetsi (JAN).
• USD. Litaelo tsa Lifeme (DEC).
• USD. Litaelo tse sa feleng tsa thepa (DEC F).
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