Iimarike zesitokhwe zehlabathi zithengiswa njengeentetho zorhwebo zaseUSA-China kufutshane, ukuhla kweoyile kukwanda kwempahla.
Urhwebo lwe-Bearish eYurophu lusete ithoni ye-Western Hemisphere equities yorhwebo ngoMvulo, iimarike eziphambili e-UK, eFransi naseJamani zonke zivaliwe ngokukhawuleza. I-UK FTSE 100 iphelile usuku phantsi kwe-0.91%, kunye ne-DAX ephelisa usuku lokurhweba phantsi kwe-0.63%. Iinkxalabo ngokubanzi zisahleli kubatyali-zimali kwiimarike zaseYurophu, zithomalalisa uvakalelo jikelele.
Idatha ephoxayo ye-PMI enxulumene ne-Eurozone ishicilelwe kwiveki ephelileyo, ephose uqikelelo ngomgama othile, ngelixa ityhila ukuba (kumacandelo athile) iJamani inye kuphela ingqikelelo ephosiweyo ekude ekungeneni kuqoqosho. Ukufundwa okubuthathaka kweMarkit PMI kwagxininiswa kwakhona yi-ECB yokunciphisa izibikezelo zayo zokukhula. Njengomthombo wamandla wokukhula kweYurophu, isiphumo esibuhlungu esinokubangelwa kukudodobala koqoqosho eJamani, akufuneki sithatyathwe kancinane, ngokwempembelelo yoluvo lwentengiso yehlabathi jikelele.
Ngeevoti ze-Brexit kwizilungiso ezahlukeneyo, ezicwangciselwe ukuba zenzeke kwiPalamente yase-UK ngoLwesibini kusihlwa, ngoMvulo i-sterling inzima ukugcina umfutho, obangela ukuba i-GBP / USD iphakame malunga ne-approx. 2.5% kwiveki ephelileyo. Isibini esikhulu sasirhweba kufutshane nendawo ye-pivot yemihla ngemihla kwi-1.316, yehla nge-0.37% ekurhwebeni kwangokuhlwa ngoMvulo. Isibini semali, esihlala sibizwa ngokuba yi "cable", inyuke nge-3.64% ngenyanga, kodwa ithengisa phantsi -6.47% ngonyaka. I-EUR / GBP yenyuka ngo-0.53% ngosuku, iphula i-R1 ngexesha lokusa kweseshoni yokurhweba yaseLondon-yaseYurophu, ukuvala iiseshoni zokurhweba kwi-0.868. Ngaphandle kwethemba lamva nje malunga nesivumelwano se-Brexit esinokuthi sithintelwe, i-EUR/GBP inciphise ilahleko yayo ukuya kuthi ga kwi-1.53% ngeveki.
Iqela lamashishini ase-UK aqala ukuphembelela urhulumente wase-UK. ngoMvulo, ukucela EU ukuba kumiswe inqaku 50 ukurhoxiswa umthetho. Ngeli xesha, abaphathi beevenkile ezinkulu e-UK balumkisile ukuba ukuphuma ngaphandle kwesivumelwano, kuya kubangela ukuba iishelufa zabo zevenkile enkulu zingabinamveliso entsha kwaye kubangele ukuba amaxabiso ezinto ezisisiseko anyuke kakhulu.
Iimakethi zase-USA ziqhubekile noluvo lwentengiso ye-bearish ebekwe yiYurophu kwangoko ngemini, kunye neenkampani ezimbini ezinkulu kwilizwe zifake amanani engeniso ephoxayo, ebonisa umonakalo owenziwe ngamaxabiso eTrump (ngokuyinxenye). Isityalo esinzima, umenzi woomatshini iCaterpillar, ehlala ithathwa njengethemometha; ukulinganisa impilo kunye nobushushu bokuzithemba koshishino lwehlabathi kunye nomsebenzi, kubone ukuhla kwexabiso lesabelo salo ngokuvala nge-8%, ngenxa yengeniso yekota elahlekileyo kuqikelelo lweWall Street ngomgama othile.
Inkampani ityhola ukwehla kwengeniso: ekuthomalaliseni imfuno yaseTshayina, idola eyomeleleyo, iindleko eziphezulu zemveliso kunye nempahla, ngakumbi njengoko i-USD ifunyenwe ngokuchasene neemali ezithile zaseAsia ngo-2018, ngakumbi i-yuan, njengoko umgaqo-nkqubo werhafu kaTrump ubuyile, ngokwenza ukuthunyelwa kwe-US kubize kakhulu. kubavelisi basekhaya.
I-American, i-chipmaker yomdlalo wekhompyuter i-Nvidia, nayo yehla kwixabiso emva kokuba ipapashe amanani ayo okusebenza amva nje, ehle ngaphezulu kwe-12% ngexesha lasemini, emva kokuba umenzi wetshiphu ecuthe uqikelelo lwengeniso yekota yesine, malunga nesiqingatha sebhiliyoni yeedola. Ifemu yabethwa kanobom sisidingo esibuthathaka seetshiphusi zayo zokudlala eTshayina kwaye isezantsi kunentengiso yeziko ledatha.
Umyinge woShishino weDow Jones ubhalise ukuwa kwamanqaku angama-300, okanye i-1.23% phakathi kwenjikalanga yexesha lase-US, njengoko ithemba liye laphela lokuba iingxoxo zase-USA-China ziya kubangela iziphumo ezilungileyo. Nangona kunjalo, njengoko urhwebo lwalusondela ekupheleni, isalathisi saphinda safumana indawo elahlekileyo kwaye nge-20: 15pm ngexesha lase-UK i-index yayifake ilahleko, ukuba ibe phantsi kwamanqaku angama-250, okanye i-1%. I-SPX ilahlekelwe ngamanqaku e-25, okanye i-0.89%, ngelixa i-Nasdaq Composite yehla nge-1.35%, ihla ngaphantsi kwe-7,000 ebaluleke kakhulu, ukurhweba kwi-6,670. I-EUR / i-USD iphakame i-0.13% yeepesenti kwi-1.142, ngelixa i-USD / JPY yenyuka nge-0.14% kwi-109.35.
Iifemu zamandla zase-US zibike kwiveki ephelileyo ngokunyuka kwenani lee-rigs zokomba ioyile, okokuqala ngqa ukusukela ngasekupheleni kukaDisemba 2018. Imveliso ye-oyile ekrwada yase-US, eye yanyuka yaya kwirekhodi ye-11.9 yezigidi zeebhareli ngosuku kwiiveki zokugqibela ze-2018. ifuthe elibi kwintengiso yeoli. Ngexesha leeseshoni zokurhweba ngoMvulo i-WTI ekrwada ivale usuku ngaphandle malunga. I-3% kwi-42.14 ye-barrel nganye, kunye nexabiso le-Brent elizama ukugcina i-60 ye-barrel handle.
Kukho iindaba ezininzi ezinempembelelo ephezulu, eziphathelele kuqoqosho lwase-US, apho abathengisi beFX kufuneka bahlale bephaphile, ngexesha leeseshoni zokurhweba ngoLwesibini. Ibhalansi yeempahla zorhwebo eziphambili ziya kupapashwa, njengoko kufundwa ngokuzithemba kwabathengi kwiBhodi yeNkomfa. Ukufundwa kokuzithemba kuqikelelwe ukuba kuwele kwi-124.6 ngoJanuwari, ukusuka kwi-128.1. Iindlela ezahlukeneyo zexabiso lendlu ye-S&P Case Schiller nazo ziya kuprintwa, abahlalutyi baya kuphonononga idatha ngeempawu zokuba iindleko eziphezulu zokuboleka zinefuthe kwiimvakalelo zomthengi wekhaya. Ukufundwa kwe-20 yedolophu edibeneyo kulindeleke ukuba yehle kwi-4.9% yokunyuka ngonyaka ukuya kuNovemba, ukusuka kwi-5.04% ngaphambili.
Kwiziganeko zeendaba ezisisiseko ezingadweliswanga kwikhalenda yezoqoqosho, iUnited States kunye neChina ziya kuqalisa iingxoxo ngoLwesithathu kaJanuwari 30, ukuzama ukusombulula iiyantlukwano zabo, ngokubhekiselele kwi-tit ye-tat, umgaqo-nkqubo werhafu, omabini amazwe ahlangene ukususela kwi-2018. Abathengisi beFX nabo baya kufuneka bafake ixabiso kwixabiso le-dollar yase-US ngokubhekiselele kwidatha yokukhula kwe-GDP elindileyo, eya kupapashwa ngoLwesithathu. I-arhente yeendaba yeReuters iqikelela ukuwa kwi-2.6% yokukhula ngonyaka, ukusuka kwinqanaba le-3.4% yangaphambili. Oku kufundwa kuya kukhutshwa ngomhla i-FOMC ibhengeza umgaqo-nkqubo wabo wokumisela intlawulo yamva nje, emva kwe-symposium yeentsuku ezimbini. Okulindelekileyo kukuba izitulo ze-Fed aziyi kubhengeza ukuba akukho tshintsho kwizinga lenzala eliphambili le-2.5%, ngelixa linikezela ngembonakalo yomgaqo-nkqubo kunye nokuma, ngokusekelwe kwimfuno ebuthathaka yehlabathi.
IMICIMBI YEKHALENDA YOQOQOSHO NGOWE-29 JANUWARI
Iimeko zoShishino zeBhanki yeSizwe yaseOstreliya (Dec)
Ukuzithemba kwiShishini leBhanki yeSizwe yaseOstreliya (Dec)
Ibhalansi yoRhwebo ye-CHF (ngoNovemba)
Ukuthunyelwa ngaphandle kwe-CHF (MoM) (Dec)
I-CHF eNgeniswa ngaphandle kwelizwe (MoM) (NgoNovemba)
Isalathiso se-USD Redbook (MoM) (Januwari 25)
Isalathiso se-USD Redbook (YoY) (Jan 25)
USD S&P/Case-Shiller Home Price Indices (YoY) (Nov)
I-USD Consumer Confidence (Jan)
USD 52-Veki Bill kwifandesi
I-USD ye-7-Year Note yeFandesi
I-GBP yase-UK ivoti yePalamente kwiSicwangciso seBrexit B
I-USD API yeVeki yeSitokhwe se-Oyile eKrwada (Jan 25)
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