Likhoebo tsa Amerika li qalile ka thekiso e matla e boneng pejana bekeng, Sterling e fana ka phaello ea polelo ea Bank Of England
DJIA e koaletse lintlha tse 1000 qetellong ea lenaneo la New York, ha SPX e lahlile ho fihla ho 4% nakong ea karolo ea eona ea letsatsi la intraday, SPX e se e bone matsatsi a mahlano a eona a mabe ka ho fetesisa (letotong) ho tloha ka 2015. Hape Boikemisetso ba selloff bo shebaneng le monyetla oa ho phahama ha sekhahla sa tsoala, se neng se tla etsoa ka hloko le ho fanoa ke FOMC nakong e telele. Ho phahama hona ho ka senya kholo ea moruo. Bahlahlobisisi ba 'maloa ba belaella mohopolo ona mme ba hloleha ho fetola likhohlano hloohong; haeba moruo oo ho nahanoang hore o atlehile o ka putlama, ka lebaka la ts'okelo ea maemo a tloaelehileng a sekhahla sa phaello (e ntse e le ka tlase ho boemo ba bona ba nako e mahareng), na moruo o joalo o senyeha habonolo?
Ho feta moo, khokahano lipakeng tsa moruo oa 'nete le litheko tse hlahelletseng tsa' maraka oa setoko ha e matla, ka hona tšoso ea ho nyoloha ha sekhahla sa tswala e hlahisang moruo oa 'nete, ka holim'a tsohle e utloisa bohloko ba e nahanang, e belaetsa. Ho phahama ha sekhahla sa phaello ea 0.5% ho ke ke ha baka hore, ka mohlala, ba lefang mekoloto ea ntlo ba loane hanghang, ntle le haeba ba na le mekitlane ea ntlo ea jumbo, empa likhoebo tse alimileng ho inahanela likarolo tsa tsona, li ka thatafalloa ho fana ka mabaka le ho lefella mekoloto e meng ea thekiso.
Papiso ea khaohano lipakeng tsa moruo oa 'nete le mabaka a' nete a ho oa ha 'maraka oa setoko, e bontšoa ke Doug Cote, leano le ka sehloohong la leano la mmaraka ho Voya Investment Management; "Ho na le libapali tse etsang chelete e ngata tse itlhommeng pele ka litefiso tse tlase ka ho sa feleng 'me ba tlameha ho phutholoha mesebetsing eo, ba ka tšoha haholo hajoale." Ho alima chelete e tlaase ho bakile keketseho e kholo limmarakeng tsa setoko ho tloha ka approx. 2013, ha e so hlahise kholo e pharalletseng ea moruo. Se kotsing, 'marakeng oa setoko se qhibilihang, ha se hakaalo moruo o felletseng, kaha moruo o pharalletseng USA ha o so ka o putlama, ho tloha ha USA ka botsibi e tloha moruong ka 2009.
Litaba tsa khalendara ea moruo bakeng sa USA li ne li haella; likopo tsa pele le tse tsoelang pele tsa ho hloka mosebetsi li ile tsa oa, ho latela lipalo tsa beke e fetileng. Lenane la lidolara tsa Amerika le oele ka lisente tse 0.1, oli ea WTI e tsoetse pele ho feta tšabo ea tlhahiso e rekisa ho bapala ka maikutlo a lerato ka $ 60 ka moqomo, khauta e ile ea nyoloha ka mokhoa o ts'oarellang ho $ 1,320 ka ngoe. SPX le DJIA li fetohile tse mpe bakeng sa selemo; ka -3.47% le -3.48% ka ho latellana.
Mark Carney, 'musisi oa Banka ea England, o phatlalalitse hore sekhahla sa motheo sa UK se tla bolokoa ho 0.5%. Tlalehong e tsamaeang le ena, nakong ea seboka sa boralitaba le sa banka e bohareng, o fane ka polelo e ngotsoeng ka hloko e bontšang hore sekhahla sa UK se ka nyoloha ka potlako le ka mokhoa o mabifi ho feta kamoo ho neng ho boletsoe pele. Ho ile ha etsahala hore sekhahla se ka nyoloha ka 0.75% nakong ea lilemo tse peli. Leha ho na le keketseho e joalo, ho phahama butle-butle, GBP hang-hang e ile ea phahama hampe khahlanong le lithaka tsa eona, EUR / GBP e oang ka circa 1%, GBP / USD e nyolohang ka approx. 0.6%. Carney o ne a fihletse sephetho se ts'oanang le se fihletsoeng ka Mphalane 2017; tšokelo ea ho phahama ha sekhahla e bakang UK pound ho phahama, ntle le ho hloka ho nyolla litefiso.
Tlhahiso ea hae e hlophiloeng ka hloko le ho silila boleng ba ponto, hamorao e ile ea senoloa ke litaba tse peli tse ncha tsa Brexit. Pele; Motsamaisi oa lipuisano oa UK David Davis o nyatsa litho tse setseng tsa EU bakeng sa lipolelo tsa bona mabapi le tsoelo-pele ho fihlela joale. Taba ea bobeli; Baetapele ba indasteri ea Japane ba kopane le tonakholo ea UK ho 27 Downing Street. 'Muelli o ile a bua kantle ho Downing Street, hore haeba Brexit e thata e ka latela lihlahisoa tsa Majapane li ka phahamisa lithupa ebe li ea Europe. Melemo e babatsehang e entsoeng khahlanong le lithaka tsa eona e kholo e ne e felisitsoe hangata ho ea mafelong a letsatsi; Ho hlaphoheloa ha EUR / GBP ho koala sekhahla sa 10% le GBP / CHF ho fetoha ho tloha ho phahama ha 0.3%, ho ea ho oela ka 1%. UK FTSE 0.3 e oetse motšehare ka 100%, joalo ka li-indices tse ling tse kholo tsa Europe. Index ea UK e se e le tlase ho 1.49% mme e ipapisitse le litheko tsa hajoale tsa bokamoso, e kotsing ea ho felisa bongata ba melemo ea 6.73, ha 'maraka oa lichelete oa London o bula ka Labohlano.
HO SEBELISA
GBP / USD e shapuoa ka bongata nakong ea liboka tsa Labone, e nyoloha ka lipalo tsa 0.6% le ka R2, ho fana ka leruo ho ea qetellong ea lenaneo la New York, ho phethela letsatsi haufi le bataletseng, haufi le pivot ea letsatsi le letsatsi supa ho 1.3911. GPB / CHF e shapuoa ka maemo a pharalletseng le a maemo a holimo, e nyoloha ka circa 1% hoseng haholo mme e roba R3, pele chelete ea sefapano e fana ka phaello ea eona, e khutlela morao ho S1 tlase ho 0.3% ka letsatsi ho circa 1.302.
Yuro
EUR / GBP e oetse ho oeleng ho pharalletseng ha circa 1%, e roba S3 mme e beha theko e tlase ka ho fetesisa e hatisitsoeng ho tloha ka la 1 Hlakola, ha e ntse e oela li-DMA tsa 100 le 200 nakong ea matsatsi a mabeli a fetileng. Theko e ile ea khutlisoa ho fihla S1, ho koala letsatsi ka circa 0.879 tlase approx. 0.3%. EUR / USD e oetse boemong bo sa bonoeng ho tloha ka la 23 Pherekhong, theko e theotsoe ka moeli o moqotetsane ho pholletsa le letsatsi, ho koala circa 0.2% ho 1.224.
LOLOLO LA US
USD / JPY e shapuoa ka maemo a fetohang le a maemo a holimo; e nyoloha ka 0.3% mme e roba R1 chelete e kholo ea chelete e khutlisitse tataiso ea ho oela ka S1 e phethelang letsatsi ka approx 108.7, e theohile ka 0.3%. USD / CHF e ile ea rekisoa le ho shapuoa ka marang-rang ka lehlakoreng le moqotetsane, ka leeme ho ea tlase, ho phahama ka R1, ho khutlisa PP ea letsatsi le letsatsi, ho phethela letsatsi ho theosa le 0.3% ho 0.935. USD / CAD e rekisitsoe ka mekhahlelo e fokolang ea letsatsi le letsatsi nakong eohle ea likopano, ho phethela letsatsi ho fihlela 0.3% ho 1.259.
Gold
XAU / USD e rekisitsoe ka moalo o moqotetsane ka leeme le lenyane ho ea tlase, o oela ka S1 lenaneong la London / Europe, ho ntan'o hlaphoheloa ho sutumetsa PP ea letsatsi le letsatsi ho hana boemo, ho ngolisa tahlehelo ea hoo e ka bang 0.1% ka letsatsi, ho koala hoo e ka bang 1,319.
LITLHAKU TSE KHOLO TSE BOTSOANG KA LA 8 FEBRUARY.
• DJIA e koetse 4.15%.
• SPX e koetse 3.75%.
• NASDAQ e koetse 3.90%.
• FTSE 100 e koetse 1.49%.
• DAX e koetse 2.62%.
• CAC e koetse 1.98%.
LITLHAKISO TSA SEHLOOHO TSA K'HALENDA EA MORUO KA LA FEBRUARY 9th.
• CHF. Sekhahla sa ho hloka mosebetsi (JAN).
• GBP. Tlhahiso ea Liindasteri (YoY) (DEC).
• GBP. Tlhahiso ea Liindasteri (YoY) (DEC).
• GBP. Tlhahiso ea Kaho ea SA (YoY) (DEC).
• GBP. Tekano ea Khoebo (DEC).
• CAD. Sekhahla sa ho hloka mosebetsi (JAN).
• USD. Lisebelisoa tsa Wholesale (MoM) (DEC F).
LIKETSAHALO TSE TSOANG PELE TSA HO BATLA KA LA 9 FEBRUARY.
Moruo oa UK le FTSE 100 li ka hlahlojoa haholo hoseng ha London - seboka sa Europe, 'maraka oa bokamoso o litheko ka ho putlama ha circa 1.6%' marakeng o bulehile, ha lintlha tse ngata tsa moruo oa UK li ka eketsa kotsi ea maikutlo ha joale e ntse e ts'oara limmaraka tsa UK. Tlhahiso ea indasteri e ka ngolisa ho oa ho 0.4% YoY ka Tshitwe, ho tloha 2.5% ka Pulungoana. Khakanyo ea tlhahiso e lebelletsoe ho oela ho 1.2% YoY, ho tloha 3.5%, ha tlhahiso ea kaho e hakanyetsoa hore e tla ba mpe, e oele ho -1.9% YoY ho tloha 0.4%.
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