NgoSeptemba 15 • Amagqabantshintshi eMarike • 6710 izimvo • Comments Off kwiBond yeBond, iEurobond
Umongameli weKhomishini yaseYurophu uJose Manuel Barroso unesicwangciso kwaye uxhaswe ngumtya wamanani aphezulu njenge 'cebo lokuhlangula' kwingxaki yamatyala e-Euroland kwaye ngaphezulu kweebhanki ezinkulu zase-Europe zijongana nazo. Icebo kukukhupha “ii-eurobonds” njengendlela ekrwada 'yokukhupha' zonke iintlungu nokwabelana ngomthwalo kuwo onke amazwe alishumi elinesixhenxe angamalungu e-Eurozone.
Umphathiswa wezezimali wase-Italiyane wayibiza ngokuba "sisisombululo esikhulu" kwingxaki yamatyala kwi-euro. Amanani aphambili kwilizwe lezemali, kubandakanya nomtyali-mali wezigidigidi kunye noqikelelo lwemali uGeorge Soros, banike i-Eurobonds intsikelelo kunye nenkxaso yabo. Ke yintoni ekubanjwayo kwaye kutheni inkcaso ekrakra evela kwiindawo ezithile? Kutheni le nto iJamani ivakalise inkcaso engagungqiyo kumbono opheleleyo wee-Eurobonds?
Isisombululo se-Eurobond sihle ngokulula kwayo. Abanye oorhulumente baseYurophu bakufumanisa kubiza ukuboleka imali kwiimarike zemali. Njengokuba uqoqosho lwabo ludodobala, kwaye besokola phantsi kwemithwalo enzima yamatyala kunye neemfuno zokuboleka, indleko zokuboleka ziye zaphanga. IGrisi iboleka iminyaka emibini ibhondi ngexabiso lama-25% ngelixa iJamani likwazile ukuboleka ngexabiso eliphantsi kunenzala iminyaka engamashumi amathandathu. Ngaphandle kwamathandabuzo oku kubonakalisa ubulumko bezemali baseJamani, nangona kunjalo, iingxaki zolwakhiwo ngaphakathi kweyuro zibabeke emngciphekweni abemi baseYurophu. Isisombululo se-eurobond sesokuba bonke oorhulumente abalishumi elinesixhenxe le-eurozone baqinisekise ngokudibeneyo amatyala abanye, ngohlobo lweebond eziqhelekileyo. Ngokwenza njalo bonke oorhulumente banokuboleka ngendlela efanayo nangendleko efanayo.
Olona nyuso lukhulu kwisicwangciso se-Eurobond aluzange luvele kumazwe angamalungu kodwa kumagosa amaTshayina abonakala ngathi abethelela imibala kwimasti. I-China ngokucacileyo izimisele ukuthenga ii-eurobonds kumazwe abandakanyeka kwingxaki yamatyala. UZhang Xiaoqiang, usekela-sihlalo we-arhente ephezulu yoqoqosho lwesizwe, unike inkxaso yakhe kwiQonga lezoQoqosho leHlabathi eDalian ngokubambisana nezimvo ezixhasayo ezivela kwiNkulumbuso uWen Jiabao ekuqaleni kwale veki kumsitho ofanayo.
Kukho okungaphaya kokurhanela ukuba oyena nobangela wezichaso zaseJamani ubonakala ngathi zezopolitiko zasekhaya. Iinkokheli zaseJamani ngokungathandabuzekiyo ziyawakhumbula amanani okukhula kwe-GDP yelizwe labo kwezi veki zidlulileyo kwaye baqonda ngokupheleleyo ukuba ukuwa kwe-Euro akunakuba "kulungelelaniswe" kuya kuba sisiphithiphithi, ngakumbi iJamani. Amanani okwehla kwamashumi amabini anesihlanu eepesenti orhwebo kunye ne-GDP iye yasasazwa ngabaphengululi abaninzi beemarike. Ngaphandle kokuba ibhafu yokuqhushumba intetho yabantu bokufika epapashwe kumajelo eendaba aseJamani amaphephancwadi enye indlela yokuhlangula ibhondi ayikho, kubonakala ngathi akukho sicwangciso B. Ke ngoko icebo A kufuneka lithengiselwe abantu abathandabuzayo baseJamani.
Mhlawumbi ukugxila kwiingqondo zabo ngokudibeneyo ekukhuleni kwentswela-ngqesho kunye nokukhumbuza ilizwe laseJamani ukuba ukuba amaqabane athile aseYurophu ehla aya kuthatha iJamani nawo aya kwanela. Ukuthetha ngokweemvakalelo; I-Italiya, iSpain, iGrisi, iPortugal, iIreland, (iiPIIGS ezidibeneyo) zifuna 'ukukhwela simahla' ngasemva kolawulo lwezezimali oluqaqambileyo lwaseJamani kunye nolwakhiwo lwezoqoqosho olunamandla zifuna ukulungiswa kwaye kufanelekile kwiChancellor Merkel ukuqala loo ncoko kunye nokubalisa kwangoko kunokwenzeka. Unoko engqondweni bobabini uNks Merkel kunye noMongameli wase-France u-Sarkozy babonakala bedibene namhlanje ekuseni ngokuzimisela kwabo kunye nokuqiniseka ukuba i-Greece ayizukuyishiya i-Euro.
Ibhanki esembindini yaseSwitzerland igcine isiseko sayo kwi-zero. Abenzi bomgaqo-nkqubo weSNB banqumle iindleko zokuboleka ukusuka kwiipesenti ezingama-0.25 kwinyanga ephelileyo ngelixa bekhulisa ukuthengiswa kwemali kwiimarike zemali ukunceda ukunciphisa i-franc. Ibhanki esembindini yaseSwitzerland yagqibela ukuzisa 'ikepusi yemali' ngo-1978 ukuphelisa ukuzuza kuthelekiswa nophawu lweDeutsche. Ngelixa kungabizwa ngokuba "yikhaphethi" kuqhankqalazo lwakutsha nje lwebhanki, ukuba kungaya nakweyiphi na ubude ukugcina i-franc ikhonkxiwe ukuya kwi-circa eyi-1.20 xa ithelekiswa ne-Euro. Mhlawumbi ngokulindela eli zinga lesiseko sokubamba i-Euro yenze iingeniso xa ithelekiswa ne-franc kwiiseshoni ezimbini ezidlulileyo zorhwebo.
Iimarike zaseAsia zenze (ubukhulu becala) iinzuzo ezilungileyo kubusuku / kurhwebo lwakusasa, i-Nikkei yavala i-1.76% kwaye i-Hang Seng yavala i-0.71%. i-CSI ivale i-0.15%. Izalathiso zaseYurophu zenze inzuzo ebonakalayo kurhwebo lwakusasa, i-STOXX iqhubele phambili nge-2.12%, i-CAC 2.01%, i-DAX 2.13%. I-ftse inyukile nge-1.68%. I-Brent crude inyuke nge-150 yeedola emgqonyeni, igolide iphantsi nge-5 yeedola nge-ounce. Ikamva le-SPX lemihla ngemihla licebisa ukuvulwa kwesekethe eyi-0.5%. Iimarike zemali zithe tyaba, i-dollar yase-Aussie iyinto ebonakalayo ebonakalayo ngaphandle kokuwa ngokuthobekileyo ngobusuku nangokusa. Ukujikela kwiimarike zase-USA kukho isixa sedatha esiza kupapashwa ngale mvakwemini esinokuchaphazela uluvo.
I-13: 30 US-CPI Agasti
13:30 US-Akhawunti yangoku 2Q
I-13: I-30 yase-US-yoRhulumente weLizwe i-Index yeeMveliso ngo-Septemba
I-13: 30 yase-US-eyokuQala kunye nokuQhubeka nokuBanga okuNgenamsebenzi
14:15 I-US-Imveliso yoShishino Aug.
14:15 I-US-Ukusetyenziswa kwamandla e-Aug
Nge-15: 00 e-US-uPhilly Fed Sept
Inani le-CPI liqikelelwa ukuba lizinzile ngenyanga, inyanga ziqikelelwe ukuba zihlale zingatshintshi kwi-3.6%.
Inani lokuqala kunye nokuqhubeka kwamabango emisebenzi kuya kuba ngumdla. Uvavanyo lweBloomberg luqikelele inani lokuqala lamaBango angasebenziyo le-411K, oku kuthelekiswa nenani langaphambili le-414K. Uphando olufanayo luqikelela i-3710K yamabango aqhubekayo, xa kuthelekiswa nenani langaphambili le-3717K.
I-Philly Fed ithathwa njengesihloko 'sentloko' malunga nokuba zeziphi ezinye izinto ezinokukhutshwa zedatha ezinokutyhilwa, uphando lwenziwe ukusukela ngo-1968 kwaye lwenziwe ngemibuzo eliqela efana nengqesho, iiyure zomsebenzi, iiodolo, uluhlu lweempahla kunye namaxabiso. Uvavanyo lweBloomberg lwezoqoqosho luye lanikezela uqikelelo lwe-15. Kwinyanga ephelileyo isalathiso singene nge -30.7.
Ingxaki ye-euroifxccAmagqabantshintshi kwintengiso
« Ukubhabha ngemali kunye nokuTsala amazinyo egolide IGrisi iliLizwi njengoMngcipheko woMngcipheko weHlabathi weHlabathi usonyukela kwi-DEFCON 4 »
Igama leBond, iEurobond
NgoSeptemba 15 • Amagqabantshintshi eMarike • 6710 izimvo • Comments Off kwiBond yeBond, iEurobond
Umongameli weKhomishini yaseYurophu uJose Manuel Barroso unesicwangciso kwaye uxhaswe ngumtya wamanani aphezulu njenge 'cebo lokuhlangula' kwingxaki yamatyala e-Euroland kwaye ngaphezulu kweebhanki ezinkulu zase-Europe zijongana nazo. Icebo kukukhupha “ii-eurobonds” njengendlela ekrwada 'yokukhupha' zonke iintlungu nokwabelana ngomthwalo kuwo onke amazwe alishumi elinesixhenxe angamalungu e-Eurozone.
Umphathiswa wezezimali wase-Italiyane wayibiza ngokuba "sisisombululo esikhulu" kwingxaki yamatyala kwi-euro. Amanani aphambili kwilizwe lezemali, kubandakanya nomtyali-mali wezigidigidi kunye noqikelelo lwemali uGeorge Soros, banike i-Eurobonds intsikelelo kunye nenkxaso yabo. Ke yintoni ekubanjwayo kwaye kutheni inkcaso ekrakra evela kwiindawo ezithile? Kutheni le nto iJamani ivakalise inkcaso engagungqiyo kumbono opheleleyo wee-Eurobonds?
Isisombululo se-Eurobond sihle ngokulula kwayo. Abanye oorhulumente baseYurophu bakufumanisa kubiza ukuboleka imali kwiimarike zemali. Njengokuba uqoqosho lwabo ludodobala, kwaye besokola phantsi kwemithwalo enzima yamatyala kunye neemfuno zokuboleka, indleko zokuboleka ziye zaphanga. IGrisi iboleka iminyaka emibini ibhondi ngexabiso lama-25% ngelixa iJamani likwazile ukuboleka ngexabiso eliphantsi kunenzala iminyaka engamashumi amathandathu. Ngaphandle kwamathandabuzo oku kubonakalisa ubulumko bezemali baseJamani, nangona kunjalo, iingxaki zolwakhiwo ngaphakathi kweyuro zibabeke emngciphekweni abemi baseYurophu. Isisombululo se-eurobond sesokuba bonke oorhulumente abalishumi elinesixhenxe le-eurozone baqinisekise ngokudibeneyo amatyala abanye, ngohlobo lweebond eziqhelekileyo. Ngokwenza njalo bonke oorhulumente banokuboleka ngendlela efanayo nangendleko efanayo.
Olona nyuso lukhulu kwisicwangciso se-Eurobond aluzange luvele kumazwe angamalungu kodwa kumagosa amaTshayina abonakala ngathi abethelela imibala kwimasti. I-China ngokucacileyo izimisele ukuthenga ii-eurobonds kumazwe abandakanyeka kwingxaki yamatyala. UZhang Xiaoqiang, usekela-sihlalo we-arhente ephezulu yoqoqosho lwesizwe, unike inkxaso yakhe kwiQonga lezoQoqosho leHlabathi eDalian ngokubambisana nezimvo ezixhasayo ezivela kwiNkulumbuso uWen Jiabao ekuqaleni kwale veki kumsitho ofanayo.
Kukho okungaphaya kokurhanela ukuba oyena nobangela wezichaso zaseJamani ubonakala ngathi zezopolitiko zasekhaya. Iinkokheli zaseJamani ngokungathandabuzekiyo ziyawakhumbula amanani okukhula kwe-GDP yelizwe labo kwezi veki zidlulileyo kwaye baqonda ngokupheleleyo ukuba ukuwa kwe-Euro akunakuba "kulungelelaniswe" kuya kuba sisiphithiphithi, ngakumbi iJamani. Amanani okwehla kwamashumi amabini anesihlanu eepesenti orhwebo kunye ne-GDP iye yasasazwa ngabaphengululi abaninzi beemarike. Ngaphandle kokuba ibhafu yokuqhushumba intetho yabantu bokufika epapashwe kumajelo eendaba aseJamani amaphephancwadi enye indlela yokuhlangula ibhondi ayikho, kubonakala ngathi akukho sicwangciso B. Ke ngoko icebo A kufuneka lithengiselwe abantu abathandabuzayo baseJamani.
Mhlawumbi ukugxila kwiingqondo zabo ngokudibeneyo ekukhuleni kwentswela-ngqesho kunye nokukhumbuza ilizwe laseJamani ukuba ukuba amaqabane athile aseYurophu ehla aya kuthatha iJamani nawo aya kwanela. Ukuthetha ngokweemvakalelo; I-Italiya, iSpain, iGrisi, iPortugal, iIreland, (iiPIIGS ezidibeneyo) zifuna 'ukukhwela simahla' ngasemva kolawulo lwezezimali oluqaqambileyo lwaseJamani kunye nolwakhiwo lwezoqoqosho olunamandla zifuna ukulungiswa kwaye kufanelekile kwiChancellor Merkel ukuqala loo ncoko kunye nokubalisa kwangoko kunokwenzeka. Unoko engqondweni bobabini uNks Merkel kunye noMongameli wase-France u-Sarkozy babonakala bedibene namhlanje ekuseni ngokuzimisela kwabo kunye nokuqiniseka ukuba i-Greece ayizukuyishiya i-Euro.
Ibhanki esembindini yaseSwitzerland igcine isiseko sayo kwi-zero. Abenzi bomgaqo-nkqubo weSNB banqumle iindleko zokuboleka ukusuka kwiipesenti ezingama-0.25 kwinyanga ephelileyo ngelixa bekhulisa ukuthengiswa kwemali kwiimarike zemali ukunceda ukunciphisa i-franc. Ibhanki esembindini yaseSwitzerland yagqibela ukuzisa 'ikepusi yemali' ngo-1978 ukuphelisa ukuzuza kuthelekiswa nophawu lweDeutsche. Ngelixa kungabizwa ngokuba "yikhaphethi" kuqhankqalazo lwakutsha nje lwebhanki, ukuba kungaya nakweyiphi na ubude ukugcina i-franc ikhonkxiwe ukuya kwi-circa eyi-1.20 xa ithelekiswa ne-Euro. Mhlawumbi ngokulindela eli zinga lesiseko sokubamba i-Euro yenze iingeniso xa ithelekiswa ne-franc kwiiseshoni ezimbini ezidlulileyo zorhwebo.
Iimarike zaseAsia zenze (ubukhulu becala) iinzuzo ezilungileyo kubusuku / kurhwebo lwakusasa, i-Nikkei yavala i-1.76% kwaye i-Hang Seng yavala i-0.71%. i-CSI ivale i-0.15%. Izalathiso zaseYurophu zenze inzuzo ebonakalayo kurhwebo lwakusasa, i-STOXX iqhubele phambili nge-2.12%, i-CAC 2.01%, i-DAX 2.13%. I-ftse inyukile nge-1.68%. I-Brent crude inyuke nge-150 yeedola emgqonyeni, igolide iphantsi nge-5 yeedola nge-ounce. Ikamva le-SPX lemihla ngemihla licebisa ukuvulwa kwesekethe eyi-0.5%. Iimarike zemali zithe tyaba, i-dollar yase-Aussie iyinto ebonakalayo ebonakalayo ngaphandle kokuwa ngokuthobekileyo ngobusuku nangokusa. Ukujikela kwiimarike zase-USA kukho isixa sedatha esiza kupapashwa ngale mvakwemini esinokuchaphazela uluvo.
I-13: 30 US-CPI Agasti
13:30 US-Akhawunti yangoku 2Q
I-13: I-30 yase-US-yoRhulumente weLizwe i-Index yeeMveliso ngo-Septemba
I-13: 30 yase-US-eyokuQala kunye nokuQhubeka nokuBanga okuNgenamsebenzi
14:15 I-US-Imveliso yoShishino Aug.
14:15 I-US-Ukusetyenziswa kwamandla e-Aug
Nge-15: 00 e-US-uPhilly Fed Sept
Inani lokuqala kunye nokuqhubeka kwamabango emisebenzi kuya kuba ngumdla. Uvavanyo lweBloomberg luqikelele inani lokuqala lamaBango angasebenziyo le-411K, oku kuthelekiswa nenani langaphambili le-414K. Uphando olufanayo luqikelela i-3710K yamabango aqhubekayo, xa kuthelekiswa nenani langaphambili le-3717K.
I-Philly Fed ithathwa njengesihloko 'sentloko' malunga nokuba zeziphi ezinye izinto ezinokukhutshwa zedatha ezinokutyhilwa, uphando lwenziwe ukusukela ngo-1968 kwaye lwenziwe ngemibuzo eliqela efana nengqesho, iiyure zomsebenzi, iiodolo, uluhlu lweempahla kunye namaxabiso. Uvavanyo lweBloomberg lwezoqoqosho luye lanikezela uqikelelo lwe-15. Kwinyanga ephelileyo isalathiso singene nge -30.7.
Ingxaki ye-euroifxccAmagqabantshintshi kwintengiso
« Ukubhabha ngemali kunye nokuTsala amazinyo egolide IGrisi iliLizwi njengoMngcipheko woMngcipheko weHlabathi weHlabathi usonyukela kwi-DEFCON 4 »