Lichelete tsa Amerika li hlaphoheloa ho koala phaello e ntle bakeng sa 2018, index ea lidolara tsa Amerika e oela, khato ea theko ea FX ha e eo, kaha lipara tse kholo li hoeba ka mekhahlelo e thata
Limmaraka tse kholo tsa Amerika le li-indices joale li se li fumane mobu o lahlehileng o fanoeng bekeng e fetileng; DJIA e koetse 1.70%, SPX ea nyoloha ka 1.39% mme NASDAQ ea fallela sebakeng se nepahetseng bakeng sa selemo ho fihlela joale; holimo 1.57% ka letsatsi le 1.142 ka 2018. Kakaretso ea 10% ea mmaraka e oela ka li-indices tse tharo tsa mantlha, tse tšoaeang tokiso ea tekheniki, joale e fokotsehile ho fihla ho circa 7.5% ho tloha tlhorong, ha DJIA e se e ngodisa -0.48 % selemo ho fihlela joale tahlehelo ea 2018 le SPX -0.68%.
Ha chai ea bonto ea Lichelete tsa Lilemo tse leshome e theoha ho tloha ho 2.90% ka letsatsi ho isa ho 2.85%, tšabo ea phaello ea phaello e fokotsehile. Batseteli ba kanna ba sheba ka mokhoa o makatsang ponelo-pele ea YoY bakeng sa infleishene ea CPI ea USA, e lokelang ho phatlalatsoa ka Laboraro, ho bolela esale pele ho oela ho 1.9% mme ba nka hore selloff e fetetsoe. Ho latela data ea mmaraka ea USA, batseteli ba ile ba hula rekoto ea $ 30.6bn ho tsoa licheleteng tsa lichelete tsa lefats'e bekeng e fetileng nakong ea selloff, moo US e nang le likotsi tse kholo haholo ka lebaka la ho hloka botsitso ho matla ho Wall Street. Phallo e tsoang ho chelete ea setoko sa US e fihlile ka $ 34bn matsatsing a mahlano a khoebo ho fihlela Laboraro, ho latela data ea EPFR, e emelang phallo e kholo ho tloha ha ho bile le mathata a banka a 2008. Limmaraka li kanna tsa qala ho bona phallo e khutla kapele matsatsing a tlang. Letsatsing le khutsitseng bakeng sa litaba tsa khalendara ea moruo ea USA setatemente sa tekanyetso ea khoeli le khoeli se ile sa hloloheloa ponelopele, ka ho kena ho $ 49.2 billion bakeng sa Pherekhong.
Index ea dollar e oele ka approx. 0.3% mots'eare, ha dolara e koala letsatsi ho theosa le 0.3% v euro mme e haufi le ho bapisoa le: franc ea Switzerland, ponto ea UK le yen. Khauta e ile ea phahama ka approx. 0.5% ho $ 1,324 ka ounce, ha WTI e ntse e le ka tlase ho $ 60 ka sekotlolo. Sehlahisoa sa bonto ea Lichelete tsa Lilemo tse leshome se theohetse ho 2.85%, kamora ho nyolohela ho lilemo tse ncha tse ncha tsa 2.90% nakong ea linako tsa khoebo. Ho pholletsa le boto barekisi ba letsatsi la FX ba tla be ba sokola ho hula phaello 'marakeng moo boholo ba lipara tse tummeng ka ho fetisisa tsa khoebo, haholo lipara tse kholo, li bonts'itseng hanyane haholo mabapi le ketso ea theko. Boholo ba lipara li ne li rekisa ka thoko ka mekhahlelo e thata nakong ea khoebo ea letsatsi.
Letsatsing le khutsitseng bakeng sa litaba tsa Europe li-indices tse kholo le tsona li bile le ho phahama ho hoholo, UK FTSE 100 e koetse letsatsi ho fihlela 1.19, DAX e koetse 1.45% mme CAC e hola ka 1.20%. Leha ho le joalo, ho fapana le balekane ba eona ba USA, li-indices tsa Europe li ntse li ngolisa selemo sa bohlokoa ho fihlela joale, mohlala; FTSE 100 e theohile -6.64% YTD. Litaba feela tsa khalendara ea moruo oa Europe tse nang le bohlokoa ba nnete, li ama CPI ea Switzerland bakeng sa khoeli ea Pherekhong, e otlang ponelopele ea ho oa ha -0.2%, ka ho tla ka -0.1% le ho ngolisa tsoho ea YoY ea 0.7%. Libaka tsa ho bona tsa banka tsa Switzerland li lula li tsitsitse. Euro e ngotsoe hoo e ka bang. Melemo ea 0.3% ka letsatsi khahlanong le: dolara ea Amerika, ponto ea UK le franc ea Switzerland. Litaba tse ling tse tsebahalang, tse sa thathamisoang khalendareng ea moruo, li tsoa khoebong ea Visa e sebetsang ka thata, e bolelang hore tšebeliso ea thekiso ea mabenkele ea UK e theohile ka 4% ka Pherekhong, e leng ho oa ho hoholo ka ho fetesisa ha Pherekhong ho tloha lilemong tsa moruo, lilemo tse ka bang leshome morao; ka 2008-2009.
HO SEBELISA
GBP / USD e rekisoa ka mokhoa o thata. 0.2%, ka leeme le lenyenyane ho ea tlase nakong ea khoebo ea letsatsi. Ho koala letsatsi ka tlase ho 0.1%, ka tlasa PP ea letsatsi le letsatsi ka 1.383. GBP / CHF e ile ea latela mokhoa o ts'oanang le ho rekisoa ka mokhoa o ts'oanang le lithaka tsa eona tse kholo, e sa khone ho ngolisa phaello efe kapa efe ka letsatsi.
Yuro
EUR / GBP e rekisitsoe ka mokhoa o tiileng oa bullish. 0.3% nakong ea mananeo a Mantaha, ho koala circa 0.3% ka letsatsi, mohatong o le mong ho tlola boemo ba pele ba ho hanyetsa R1, pele e koala ka 0.888. EUR / USD e otliloeng ka bongata, e nyoloha ka R1 hoseng ea Europe, e khutlela morao ka PP ea letsatsi le letsatsi, ho khutlisa boemo ba R1, ho koala circa 0.3% ka letsatsi ho 1.229.
LOLOLO LA US
USD / JPY e rekisitsoe ka bongata bo thata haholo ba 0.1% nakong ea mananeo a letsatsi, e rekisa haufi le ntlha ea letsatsi le letsatsi, lihlopha tse kholo tsa lichelete li qetile letsatsi le haufi le ho ba 108.6. USD / CHF e shapuoa ka bongata, e arohana lipakeng tsa maemo a pele, ho khutlisa lebelo le koalang letsatsi ho pota 0.1%, kaholimo ho PP ea letsatsi le letsatsi ka 108.6. USD / CAD e rekisitsoe ka bongata, e nyoloha kaholimo ho PP ea letsatsi le leng le le leng, pele e tela leruo, ho koala letsatsi ho theosa le 0.1%, ho 1.258.
Gold
XAU / USD e hatisitsoe ka tlase ka letsatsi la 1,317 le e phahameng ea 1,324, pele e fela ho circa 1,327. Ho koala circa ea 0.5% ka letsatsi, tšepe ea bohlokoa e khutlisitse letoto la tahlehelo ea letsatsi le letsatsi e boneng theko e theohela bekeng e fapaneng e le tlase ho 1,314.
LITLHAKU TSE KHOLO TSE BOTSOANG KA LA 12 FEBRUARY.
• DJIA e koetse 1.70%.
• SPX e koetse 1.39%.
• FTSE 100 e koetse 1.19%.
• DAX e koetse 1.45%.
• CAC e koetse 1.20%.
LITLHAKISO TSA SEHLOOHO TSA K'HALENDA EA MORUO KA LA FEBRUARY 13th.
• GBP. Index ea Theko ea Bareki (MoM) (JAN).
• GBP. Index ea Theko ea Bareki (YoY) (JAN).
• GBP. Index ea Theko ea Ntlo (YoY) (DEC).
• JPY. Gross Domestic Product selemo le selemo sa (QoQ) (4Q P).
LIKETSAHALO TSA K'HALENDA EA LITABA TSA MOKHOA OA HO PHETHAHETSA LITABA TSE LOKELANG HO TSEBA KA LABOBELI LA LA 13 FEB
Lipalo tsa morao-rao tsa UK CPI, ka khoeli le khoeli le YoY, li tla shebeloa ka hloko ha li lokolloa nakong ea seboka sa London le Europe. Ponelopele ke ea ho oela ho -0.6% ka Pherekhong le phokotso ho 2.9% YoY, ho tsoa palo ea hona joale ea 3%. Haeba ho oa -0.6% ho senoloa, karabelo e ka ba bohlokoa bakeng sa GBP. BoE e khothalelitse hore lenaneo la bona la leano la lichelete le ka fetoha likhoeling tse tlang; 'musisi oa Banka ea England o fana ka maikutlo a hore sekhahla sa tsoala se ka phahama le ho ba khafetsa ho feta tataiso eo a neng a e filoe pele ka lebaka la khatello ea theko ea nako e khuts'oane. Leha ho le joalo, haeba lipalo tse peli tsa CPI li ka hlaha joalo ka ha ho boletsoe esale pele, batseteli ba ka fetolela litaba joalo ka bearish bakeng sa ponto, ba nka hore BoE e tlas'a khatello e tlase (ka nako e khuts'oane ho isa ho e mahareng), ho nyolla litefiso.
Mantsiboeeng ketsahalo e 'ngoe e kholo ea tšusumetso e matla ea letsatsi e kenyelletsa palo ea morao-rao ea GDP e tsoang Japane. Ponelopele ke ea ho oa ho tloha ho 2.5% selemo le selemo ea QoQ ho isa ho 1%, ka palo ea khoeli le khoeli e tla ka kholo ea 0.6% ea GDP bakeng sa Q4 ea 2017. Haeba lipolelo tsena li ka tla joalo ka ha ho boletsoe esale pele, yen e ka ba tlasa khatello, joalo ka bahlahlobisisi le barekisi e ka fihlela qeto ea hore ke mathoasong haholo bakeng sa tonakholo Abe kapa banka e kholo ea BOJ, ho nts'etsapele litloaelo tsa hawkish. Mmuso le BOJ mohlomong ba tla nahana ho emisa sepheo sa bona sa phatlalatso sa pele; ho fetola le ho theola melaoana ea bona ea lichelete le lichelete ka tatellano.
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