Februwari 1 • Amagqabantshintshi eMarike • 2188 izimvo • Comments Off Abatyalomali aboyikayo kunye nabarhwebi baya kujonga imiyalelo yomgaqo-lawulo wemali kwiFed, BoE kunye neRBA
Iiveki zokugqibela zorhwebo ziphelile ngeemarike zamashishini ezingenanzala emisiweyo ezithe zathengiswa njengemeko yengozi elawula iingcinga zabatyali zimali kwiinyanga nje ezidlulileyo.
I-SPX 500 ivale iseshoni yangoLwesihlanu yeNew York phantsi -2.22% ngosuku kunye -3.58% ngeveki kunye ne-NASDAQ 100 -2.36% ezantsi ngexesha leseshoni yangoLwesihlanu kunye -3.57% ngeveki. I-NASDAQ ngoku iflethi ngo-2021, ngelixa i-SPX iphantsi -1.39% unyaka-ukuya kumhla.
Iimarike ze-equity zaseYurophu nazo ziphelile usuku kunye neveki kumhlaba ongalunganga; I-DAX yaseJamani phantsi -1.82% kunye -3.29% ngeveki, ngelixa i-UK FTSE 100 iphele ngolwesiHlanu ukuya -2.25% -4.36% yehla ngeveki. Emva kokuprinta irekhodi eliphezulu ngoJanuwari, i-DAX ngoku -2.20% iphantsi konyaka.
Izizathu zokuthengiswa kweemarike zasentshona ezahlukeneyo. E-USA uchulumanco lonyulo luphelile, kwaye uBiden unomsebenzi ongenakuphikiswa wokudibanisa amazwe aphukileyo, ukwakha kwakhona uqoqosho kunye nokujongana nokuwa kwentsholongwane ye-COVID-19 eye yonakalisa iindawo ezithile zoluntu.
Abathathi-nxaxheba kwimarike bahlala bexhalabile ngokuba uBiden, uYellen noPowell abayi kuyivula impompo yezemali kunye nezokuvuselela ngokulula njengolawulo lukaTrump ukuxhasa iimarike zezemali.
EYurophu nase-UK, ubhubhane ubelawula ingxoxo yezopolitiko nezoqoqosho kwezi ntsuku zangoku. Ngenxa yoko, zombini ezibalaseleyo kunye ne-euro bazabalaza ukugcina iinzuzo ezibalulekileyo ezirekhodwe kwezi veki zidlulileyo. I-EUR / USD iphele ngeveki -0.28% kunye ne-GBP / USD ukuya kwi-0.15%. Nangona iBrexit igqibile, uqoqosho lwase-UK luza kusokola kwiziphumo zokuphulukana norhwebo olungenambambano. Ubudlelwane buhlala bunobunzima, njengoko kubonisiwe yingxoxo malunga nokuhanjiswa kwesitofu sokugonya.
Imithombo yeendaba yase-UK ijikeleze urhulumente wabo kwimpelaveki ngelixa bezityeshela iinyani. I-EU ityikitye izivumelwano abanye babavelisi abangakwaziyo ukuzihlonipha. U-Astra Zeneca uthengise isitofu sokugonya kabini (e-UK nase-EU), kwaye senziwa e-UK.
Ngeli xesha, urhulumente wase-UK ukuvalile ukuthunyelwa ngaphandle kwamayeza ayimfuneko. Ke ngoko, i-AZ ayinakho ukuzalisekisa uxanduva lwayo kwi-EU nokuba inezinto eziyimfuneko, kwaye ifarma firm ngokuqinisekileyo iya kubeka i-UK kuqala. Ukuba le mpikiswano ichitheka iye kwezinye iindawo zorhwebo, iziphumo ze-EU azinakuphepheka.
Ngokuchasene neemarike zokulingana, idola yaseMelika inyukile xa kuthelekiswa noontanga bayo kwiveki ephelileyo. I-DXY iphelile iveki i-0.67% inyukile, i-USD / JPY inyuka nge-0.92% kwaye i-USD / CHF inyuke nge-0.34% kwaye inyuke nge-0.97% ngenyanga. Ukunyuka kwe-USD xa kuthelekiswa nezezimali ezikhuselekileyo kubonisa ukuba ujikeleze ngokubonakalayo kwiidola zaseMelika.
Iveki ezayo
Ingxelo yakutsha nje yemisebenzi ye-NFP yase-US kaJanuwari izakuhlaziya imakethi yezabasebenzi emva kweenyanga ezisixhenxe zilandelelana zokufumana imisebenzi kuyekisiwe ngoDisemba. NgokweReuters, yimisebenzi engama-30K kuphela eyongezwe kuqoqosho ngoJanuwari, ukubonelela ngobungqina (ukuba kukho imfuneko) bokubuyiselwa kwemali kwi-Wall Street ngelixa i-Main Street ingahoywa.
Ii-PMI zaseYurophu ziya kubonakala kule veki, ngakumbi iinkonzo ze-PMI zamazwe afana ne-UK. Iinkonzo zeMarkit ze-PMI zase-UK ziqikelelwa ukuba ziza kufika kwi-39, ngaphantsi kwamanqanaba angama-50 ahlula ukukhula kwisivumelwano.
Ukwakha kuphela kunye nokuthengisa izindlu omnye komnye ngemali engaphezulu kugcina uqoqosho lwase-UK lungawi ngaphezulu. Amanani e-GDP akutshanje ase-UK abhengezwa ngo-Febhuwari 12, uqikelelo yi--2% ye-Q4 2020, kunye -6.4% unyaka nonyaka.
I-BoE kunye ne-RBA babhengeza izigqibo zabo zenqanaba lenzala kule veki ngelixa betyhila imigaqo-nkqubo yabo yemali. Amanani okukhula kwe-GDP kuMmandla we-Euro nawo aya kupapashwa. Uqikelelo yi--2.2% Q4 2020, kunye -6.0% ngonyaka kwi-2020.
Ixesha lokufumana umvuzo liyaqhubeka kule veki ngeziphumo zekota ezivela kwiAlfabhethi (kuGoogle), kwiAmazon, kwiExxon Mobil nakwiPfizer. Ukuba ezi ziphumo ziphosa uqikelelo, abatyali mali kunye nabahlalutyi banokuhlengahlengisa amaxabiso abo.
« ISIQINISEKISO SOKUTHENGA NGEVEKI 01/02 - 05/02 | IZALATHISO ZOKULINGANISELA ZOKULINGANISA ZIWELA PHEZU KWENKQUBO YERIPHOPHILE YE-GDP YOKUBA I-Q4 IYA KUNGCONO KODWA KULINDELEKILEYO Ukunyuka kwamaxabiso eoyile kunokuba kokufutshane »
Abatyalomali aboyikayo kunye nabarhwebi baya kujonga imiyalelo yomgaqo-lawulo wemali kwiFed, BoE kunye neRBA ukuxhasa uluvo
Februwari 1 • Amagqabantshintshi eMarike • 2188 izimvo • Comments Off Abatyalomali aboyikayo kunye nabarhwebi baya kujonga imiyalelo yomgaqo-lawulo wemali kwiFed, BoE kunye neRBA
Iiveki zokugqibela zorhwebo ziphelile ngeemarike zamashishini ezingenanzala emisiweyo ezithe zathengiswa njengemeko yengozi elawula iingcinga zabatyali zimali kwiinyanga nje ezidlulileyo.
I-SPX 500 ivale iseshoni yangoLwesihlanu yeNew York phantsi -2.22% ngosuku kunye -3.58% ngeveki kunye ne-NASDAQ 100 -2.36% ezantsi ngexesha leseshoni yangoLwesihlanu kunye -3.57% ngeveki. I-NASDAQ ngoku iflethi ngo-2021, ngelixa i-SPX iphantsi -1.39% unyaka-ukuya kumhla.
Iimarike ze-equity zaseYurophu nazo ziphelile usuku kunye neveki kumhlaba ongalunganga; I-DAX yaseJamani phantsi -1.82% kunye -3.29% ngeveki, ngelixa i-UK FTSE 100 iphele ngolwesiHlanu ukuya -2.25% -4.36% yehla ngeveki. Emva kokuprinta irekhodi eliphezulu ngoJanuwari, i-DAX ngoku -2.20% iphantsi konyaka.
Izizathu zokuthengiswa kweemarike zasentshona ezahlukeneyo. E-USA uchulumanco lonyulo luphelile, kwaye uBiden unomsebenzi ongenakuphikiswa wokudibanisa amazwe aphukileyo, ukwakha kwakhona uqoqosho kunye nokujongana nokuwa kwentsholongwane ye-COVID-19 eye yonakalisa iindawo ezithile zoluntu.
Abathathi-nxaxheba kwimarike bahlala bexhalabile ngokuba uBiden, uYellen noPowell abayi kuyivula impompo yezemali kunye nezokuvuselela ngokulula njengolawulo lukaTrump ukuxhasa iimarike zezemali.
EYurophu nase-UK, ubhubhane ubelawula ingxoxo yezopolitiko nezoqoqosho kwezi ntsuku zangoku. Ngenxa yoko, zombini ezibalaseleyo kunye ne-euro bazabalaza ukugcina iinzuzo ezibalulekileyo ezirekhodwe kwezi veki zidlulileyo. I-EUR / USD iphele ngeveki -0.28% kunye ne-GBP / USD ukuya kwi-0.15%. Nangona iBrexit igqibile, uqoqosho lwase-UK luza kusokola kwiziphumo zokuphulukana norhwebo olungenambambano. Ubudlelwane buhlala bunobunzima, njengoko kubonisiwe yingxoxo malunga nokuhanjiswa kwesitofu sokugonya.
Imithombo yeendaba yase-UK ijikeleze urhulumente wabo kwimpelaveki ngelixa bezityeshela iinyani. I-EU ityikitye izivumelwano abanye babavelisi abangakwaziyo ukuzihlonipha. U-Astra Zeneca uthengise isitofu sokugonya kabini (e-UK nase-EU), kwaye senziwa e-UK.
Ngeli xesha, urhulumente wase-UK ukuvalile ukuthunyelwa ngaphandle kwamayeza ayimfuneko. Ke ngoko, i-AZ ayinakho ukuzalisekisa uxanduva lwayo kwi-EU nokuba inezinto eziyimfuneko, kwaye ifarma firm ngokuqinisekileyo iya kubeka i-UK kuqala. Ukuba le mpikiswano ichitheka iye kwezinye iindawo zorhwebo, iziphumo ze-EU azinakuphepheka.
Ngokuchasene neemarike zokulingana, idola yaseMelika inyukile xa kuthelekiswa noontanga bayo kwiveki ephelileyo. I-DXY iphelile iveki i-0.67% inyukile, i-USD / JPY inyuka nge-0.92% kwaye i-USD / CHF inyuke nge-0.34% kwaye inyuke nge-0.97% ngenyanga. Ukunyuka kwe-USD xa kuthelekiswa nezezimali ezikhuselekileyo kubonisa ukuba ujikeleze ngokubonakalayo kwiidola zaseMelika.
Iveki ezayo
Ingxelo yakutsha nje yemisebenzi ye-NFP yase-US kaJanuwari izakuhlaziya imakethi yezabasebenzi emva kweenyanga ezisixhenxe zilandelelana zokufumana imisebenzi kuyekisiwe ngoDisemba. NgokweReuters, yimisebenzi engama-30K kuphela eyongezwe kuqoqosho ngoJanuwari, ukubonelela ngobungqina (ukuba kukho imfuneko) bokubuyiselwa kwemali kwi-Wall Street ngelixa i-Main Street ingahoywa.
Ii-PMI zaseYurophu ziya kubonakala kule veki, ngakumbi iinkonzo ze-PMI zamazwe afana ne-UK. Iinkonzo zeMarkit ze-PMI zase-UK ziqikelelwa ukuba ziza kufika kwi-39, ngaphantsi kwamanqanaba angama-50 ahlula ukukhula kwisivumelwano.
Ukwakha kuphela kunye nokuthengisa izindlu omnye komnye ngemali engaphezulu kugcina uqoqosho lwase-UK lungawi ngaphezulu. Amanani e-GDP akutshanje ase-UK abhengezwa ngo-Febhuwari 12, uqikelelo yi--2% ye-Q4 2020, kunye -6.4% unyaka nonyaka.
I-BoE kunye ne-RBA babhengeza izigqibo zabo zenqanaba lenzala kule veki ngelixa betyhila imigaqo-nkqubo yabo yemali. Amanani okukhula kwe-GDP kuMmandla we-Euro nawo aya kupapashwa. Uqikelelo yi--2.2% Q4 2020, kunye -6.0% ngonyaka kwi-2020.
Ixesha lokufumana umvuzo liyaqhubeka kule veki ngeziphumo zekota ezivela kwiAlfabhethi (kuGoogle), kwiAmazon, kwiExxon Mobil nakwiPfizer. Ukuba ezi ziphumo ziphosa uqikelelo, abatyali mali kunye nabahlalutyi banokuhlengahlengisa amaxabiso abo.
« ISIQINISEKISO SOKUTHENGA NGEVEKI 01/02 - 05/02 | IZALATHISO ZOKULINGANISELA ZOKULINGANISA ZIWELA PHEZU KWENKQUBO YERIPHOPHILE YE-GDP YOKUBA I-Q4 IYA KUNGCONO KODWA KULINDELEKILEYO Ukunyuka kwamaxabiso eoyile kunokuba kokufutshane »