RBA le BoE li phatlalatsa liqeto tsa sekhahla sa tsoala, li-Markit PMIs le ISM data li hlahella haholo, lintlha tsa mesebetsi ea NFP li lokollotsoe
Sunday Mantsiboea re tla ithuta lipalo tsa tumello ea kaho ho tsoa New Zealand le lipalo tsa morao-rao tsa tlhahiso ea indasteri tse tsoang Japane. Tlhahiso ea YoY Japane e lebelletsoe ho oela ho 4.8% ka Phuptjane, ho tloha 6.5% ka Mots'eanong. Khutsufatso -3.6% khutsufatso ea khoeli le khoeli e tlalehiloeng ka Mots'eanong e lebelletsoe ho khutlela morao ho palo e holileng ea kholo ea 1.5% ka Phuptjane.
Mantaha e pakile lintlha tse ngata tsa Australia le New Zealand tse tlalehiloeng hoseng haholo, tse hlahisitsoeng ka makhetlo a 'maloa li thathamisitsoe e le liketsahalo tse mahareng tse kenyelletsang: metric ea kantle ho naha ea lebese e tsoang NZ (tlatsetso e kholo ho moruo oa eona o romelloang kantle ho naha), thekiso e ncha ea matlo Aus, palo ea theko ea ts'ireletso ea TD le mokitlane oa lekala la poraefete ho Aus, o lebelletsoeng ho nyoloha ka 5.2% YoY, ho tloha ho 5% khoeling e fetileng. PMI ea Chaena ea tlhahiso ea Phupu e phatlalalitsoe; esale pele ho tla ka 51.5 ka Phupu, ho tloha ho 51.7.
Ha ho tsepamisoa maikutlo ho leba Europe lipalo tsa mabenkele tsa Jeremane li tla hlahlojoa; esale pele ka kholo ea 2.7% ea YoY ka Phuptjane. Methati e fapaneng ea mekoloto e amanang le moruo oa UK e tla phatlalatsoa; Mokoloto oa bareki o lebelletsoe ho nyoloha ho kholo ea £ 1.5b ka Phuptjane, ha likalimo le mekoloto ea ntlo e sirelelitsoe moahong, li reretsoe ho oa.
Ha re sheba Eurozone ka thoko, tlhokeho ea mesebetsi e lebelletsoe ho theohela ho 9.2% ho tloha 9.3%, athe palo ea YoY CPI ea Phupu e tla boleloa hore e tla lula e sa fetohe, ho 1.1%. Lenaneong la New York la ho reka mookameli oa Chicago la New York ho phatlalalitsoe, joalo ka ha ho sa lebelloa metric ea thekiso ea lapeng le ho bala ha tlhahiso ea Dallas Fed.
Labobeli tlhahiso ea PMI ea Caixan e ea phatlalatsoa; e lebelletsoe ho lula e sa fetohe ho 50.4, kaholimo ho mola oa khutsufatso / karohano ea 50. Banka e kholo ea Australia RBA e phatlalatsa qeto ea sekhahla sa tsoala, e boletsoeng esale pele hore e tla lula e le 1.5%. Litheko tsa ntlo tsa YoY UK li lebelletsoe ho theohela ho 2.7%. Ho hloka mosebetsi ha Jeremane ho lebelletsoe ho lula ho sa fetohe ho 5.7%, ha GDP ea Eurozone e lebelletsoe ho nyolohela ho 2.1% YoY, ho tloha 1.9% ho Q1 2017. Ho na le li-PMI tse 'maloa tse phatlalalitsoeng ka Labobeli, tlhahiso ea UK e tla shebeloa ka hloko, e lebelletsoe ho tla ka 54.5 ka Phupu, ho tloha ka 54.3 ka Phuptjane, ho phahama ho ka ts'ehetsa maikutlo a hore tlhahiso ha e so utloe bohloko ka lebaka la Brexit e haufi ea UK.
Ho phatlalalitsoe litaba tse fapaneng tsa USA: ts'ebeliso ea chelete, ts'ebeliso le theko ea chelete, PCE ea mantlha ke eona e hlahelletseng ka ho fetesisa ho 1.4% ea Phuptjane. Methati e fapaneng ea Markit le ISM bakeng sa USA ea lokolloa, tse hlahelletseng ke tlhahiso ea ISM (e boletsoeng esale pele hore e tla oela ho 56.4) le khiro (ho lula e sa fetohe ho 57.2). Sekhahla sa ho hloka mosebetsi sa New Zealand se felisa liketsahalo tse matla tsa litaba tsa letsatsi leo, tse lebelletsoeng ho theohela ho 4.8%.
Laboraro e qala ka tumello ea moaho ea Australia, YoY Phuptjane tebello ke ea ho oela ho -11.0%, ntlafatso ho tloha ho oeng ha -19.7% e tlalehiloeng ka Mots'eanong. Ofisiri ea BOJ Funo o tla fana ka puo Sapporo, lihora tse 'maloa hamorao palo ea boits'epo ba bareki ba Japane e phatlalalitsoe. Boitsebiso ba mabenkele ba Switzerland boa phatlalatsoa, ntlafatso e tsoang ho -0.3% ea hoetla ka Mots'eanong e ea batloa. PMI ea kaho ea UK e lebelletsoe ho oela ho 54, ho tloha 54.8. Ha tlhokomelo e leba USA, data ea likopo tsa mekoloto ea ntlo e tla phatlalatsoa, joalo ka palo ea phetoho ea khiro ea ADP ka Phupu, e lebelletsoeng ho ntlafala haholo ho fihlela 190k ka Phupu, ho tloha ka 158k ka Phuptjane. Ho tlalehiloe mefuta e fapaneng ea lihlahisoa tsa DOE (lefapha la eneji), ponelopele ea maemo a oli e tla beoa leihlo ka hloko, ho latela ho phahama ha theko ea WTI haufinyane.
Labone e bona li-PMI tse ngata tse lokollotsoeng bakeng sa: Japane, China, Europe le USA. Litšebeletso tsa Japane le li-PMI tse kopaneng li ea lokolloa, le ts'ebeletso ea China Caixan le li-PMI tse kopaneng. Tekanyetso ea khoebo ea Australia e hakanyetsoa ho $ 1800m, ho tloha ho $ 2471 ka Mots'eanong. Ho phatlalalitsoe li-PMI tse ngata tsa Europe, hammoho le Bulletin ea Moruo. Bakeng sa UK Markit e boetse e phatlalatsa lits'ebeletso tsa PMI, tse lebelletsoeng ho ntlafala ho fihla ho 53.6, mme sehlopha se boletsoeng esale pele se tla lula se sa fetohe ho 53.8. BoE ea UK e phatlalatsa qeto ea eona ea sekhahla sa tsoala, e lebelletsoeng ho lula ho 0.25%, mme morero oa ho reka thepa le oona o lebelletsoe ho lula o sa fetohe. Banka e tla phatlalatsa le tlaleho ea eona ea theko kamora nakoana phatlalatso. Ho lebelletsoe hore thekiso ea thekiso bakeng sa Eurozone e theohe ka mokhoa o itekanetseng, ho kholo ea 2.5% ea YoY.
Labohlano e qala ka moputso oa chelete oa basebetsi oa Japane YoY bakeng sa Phuptjane, o lebelletsoeng ho tla ka kholo ea 0.6%. Ho rekisoa ha mabenkele a Australia bakeng sa Q2 ho lebelletsoe ho tlisa kholo ea 1.2%. Nakoana kamora moo, RBA e fana ka eona polelo ea leano la lichelete, e tlang kamora phatlalatso ea sekhahla sa tsoala ea Labobeli. Ha ho tsepamisoa maikutlo ho leba Europe, li-odara tsa feme ea Jeremane li reretsoe ho senola ho phahama ha YoY, ho 4.4% ka Phuptjane, PMI ea mabenkele ea Jeremane le eona ea phatlalatsoa.
Ha tlhokomelo e leba ho USA, litletlebo tsa pele tse sa sebetseng tsa beke le beke li hakanyetsoa hore li tla oela ho 240k, ha likopo tse tsoelang pele li lebelletsoe ho oela ho 1960k. Tšebeletso ea PMI e lebelletsoe ho lula ho 54.2, lits'ebeletso tsa ISM / PMI e sa hlahiseng thepa e lebelletsoe ho tla ka 56.9, e oang ho tloha 57.4. Litaelo tsa fektheri li lebelletsoe ho nyolohela ho 2.8% ka Phuptjane, ho tloha ho -0.8% e oela ka Mots'eanong, ha litaelo tse tšoarellang tsa Phuptjane li lebelletsoe ho theohela ho 6%, ho tloha ho keketseho ea 6.5% ka Mots'eanong.
Tlhokomelo e ntan'o ea liketsahalong tsa khalendara ea Canada le USA; Sekhahla sa ho hloka mosebetsi sa Canada ka Phupu se reretsoe ho tla ka 6.5%, ha ho phetoho ho tloha ka Phuptjane. Lintlha tsa USA li mabapi le tlhaiso-leseling ea Phupu ea NFP, tebello ke ea khatiso ea mesebetsi e mecha ea 180k e hlahisitsoeng, ho oa ho hoholo ho tloha ho 222k e ngolisitsoeng ka Phuptjane. Sekhahla sa ho hloka mosebetsi se lebelletsoe ho theoha ka 0.1%, ho isa ho 4.3%. Meputso ea hora ho la USA e lebelletsoe ho senola ho oa ha 0.1%, ho keketseho ea 2.4% ea YoY. Qetellong chelete ea khoebo ea USA ea Phuptjane e lebelletsoe ho oela ho $ 44.9b, ho tloha - $ 46.5b ka Mots'eanong.
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