I-equities yase-US inyuka emva kokuwa kweentsuku ezimbini, i-FOMC ibonisa ukuba inzala ka-Matshi iyanyuka, igolide iyenyuka, ngelixa i-dollar yase-US iwa ngokuchasene neentanga ezininzi.
Umongameli uTrump wenze intetho yakhe yokuqala yemanyano yangoLwesithathu ekuseni, ebonakale ngathi izolile kubatyali-zimali baseWall Street, okubangele ukuba imarike ye-equity yase-USA inyuke njengoko iseshoni yaseNew York ivulwa. I-FOMC yazisa ukuba inzala engundoqo (ephezulu) iya kuhlala kwi-1.5% ekupheleni kwentlanganiso yabo yeentsuku ezimbini. Ngaphakathi kwebali elikhaphayo, ikomiti ye-Fed yanikezela isikhokelo phambili, esibonisa ukuba ukunyuka kwezinga le-Matshi kwakunokwenzeka kakhulu, ngenxa yokwanda okunamandla kunokuba kulindelwe kunye nokuzithemba kwabo ukuba ukunyuka kwamaxabiso kuya kunyuka ngaphezu kwe-2% ekujoliswe kuyo. Imvumelwano ngokubanzi, evela kubahlalutyi abaninzi abaxoxisana nabo emva kwesigqibo senzala, kukuba amalungu e-FOMC ngoku ashukumise inaliti kwi-hawkish view.
Izivuno kwiibhondi ze-treasury zeminyaka elishumi zifikelele kwiqondo eliphezulu ukusukela ngo-Epreli ka-2014, ngaphezulu kwe-2.75%. I-SPX ngoku irekhode isiqalo sayo esihle kakhulu sikaJanuwari ukususela ngo-1997, ukuvala ngokumodareyitha nge-0.05%, nangona iimarike zivaliwe i-SPX kunye ne-DJIA indices zawa njengekamva. I-USD inyuke malunga ne-0.3% xa ithelekiswa ne-yen, nangona kunjalo xa ithelekiswa ne-euro kunye ne-UK iponti idola yehla, ngelixa isalathiso sedola sityibilike malunga ne-0.2% ngoLwesithathu. Igolide ibambe ukuthengiswa kwayo kutshanje, ngokuvala malunga ne-0.4%. I-oyile ye-WTI igrogrise ngokwaphula i-65.00 yeedola zokuphatha umphanda, ngelixa abahlalutyi bevakalisa iinkxalabo zokuba iCalifornia (ihlabathi lesithandathu/yesixhenxe ngobukhulu kuqoqosho), inokufumana iminyaka emininzi ephezulu ye-4 yeegaloni ngoMeyi. Iindaba zekhalenda yezoqoqosho bezithandeka kuqoqosho lwase-USA; inombolo yokutshintsha ingqesho ye-ADP yayikhuthaza; ngo-234k ukubetha uqikelelo, ebonisa ukuba inombolo ye-NFP inokubetha uqikelelo lwengqikelelo xa ipapashwe ngoLwesihlanu, ngelixa ukuthengiswa kwekhaya okulindileyo kwafika kufutshane noqikelelo.
Iindaba zaseYurophu zigxile ekukhutshweni kweJamani; intengiso yentengiso iphose ithagethi ngomgama othile, yehle nge--1.9% ye-MoM kwaye ngenani elifanayo le-YoY, inani le-YoY laqikelelwa ukuba libhalise ukukhula kwe-2.8%. Intswela-ngqesho yahlala ingatshintshanga eJamani kwi-5.4%, ngelixa amabango entswela-ngqesho ehla. Ukungaqeshwa ngokubanzi kwi-Eurozone kwahlala ku-static kwi-8.3%, ukunyuka kwamaxabiso kwi-EZ kwafika ngaphezu kokulindela kwi-1.3%, kwaye i-euro yabonakala iwela kwiindaba, abahlalutyi bagweba ukuba i-ECB ingaba nemiba ekhuthaza ukukhula kwexabiso lokunyuka kwamaxabiso ukuba kwenzeke, ngaphambi kokunciphisa ngokukrakra. i-APP kwaye mhlawumbi inyuse izinga lenzala ngaphezulu kwe-0.00%. I-DAX yatyibilika, ngelixa i-CAC kunye ne-EURO STOXX zenyuka ngokuphakathi.
Ngosuku oluzolileyo, kokubini ngokwezoqoqosho nakwezopolitiko e-UK olona fundo luphawuleka kakhulu lupapashiweyo lubandakanya ukufunda ngokuzithemba kwabathengi be-GfK, okuphuculwe ukuya kutsho kwi--9 ukusuka kwi--13. I-Sterling yafumana ukuwa okuphakathi kwe-intraday, ngenxa yeendaba zokuba amagosa eKomishoni yaseYurophu agatya isiphakamiso seSixeko saseLondon sokubetha i-Brexit ye-free-trade deal kwiinkonzo zemali. Nangona kunjalo, iponti ngoku ifumene eyona nyanga ingcono yenzuzo xa ithelekiswa ne-USD ukusukela ngoMeyi ka-2009, inyuke malunga ne-5% ngenyanga.
EURO
I-EUR/USD irhweba ngoluhlu oluqinileyo kunye ne-bullish bias ngexesha leeseshoni zangoLwesithathu, ukunyuka ukuya kwi-R1, ngaphambi kokuyeka iinzuzo zokuphelisa usuku malunga ne-0.1% kwi-1.241, ngaphezu kwendawo ye-pivot yemihla ngemihla. I-EUR / GBP ithengiswa kuluhlu olubanzi, i-oscillating phakathi kweemeko ze-bullish kunye ne-bearish, ikhuphuka ngaphezu kwe-R1, ize ibuye ibuyele kwi-PP yansuku zonke ukufikelela kwi-S1, ivale i-circa 0.3% kwi-0.874.
UKUQALA
I-GBP/USD ithengiselwe imini yonke kuluhlu lwe-bullish, iphula i-R1 emva kwemini ngaphambi kokuba inikezele okuthile, ivale malunga ne-0.3% malunga. 1.420. I-Sterling yenza iinzuzo zayo ezininzi ngosuku ngokuchasene ne-Aussie; I-GPB/AUD yatyhutyha uluhlu olubanzi nge-bullish bias, ivala malunga ne-0.6% kwi-1.761, iphule i-R2.
I-USDOLLAR
I-USD / JPY ithengiswa kwi-tight bullish range ye-circa 0.4% ngosuku, ivala i-circa 0.3%, iphakama emva kwe-109 handle kwi-109.1. I-USD / CHF ithengiswa kwi-channel ye-bearish eqinile ye-circa 0.3% emini, ukuvala malunga ne-0.3% ngosuku, ukuphumla kwi-S1 kwi-0.930. I-USD / CAD ibethelwe kuluhlu olubanzi lwe-bearish, iwela kwi-S2, iwela nge-0.6% kwi-intraday ephantsi ye-1.2300, ngaphambi kokuba ibuyiselwe ukuvala kwi-circa 1.2303, phantsi malunga. 0.3%.
GOLD
I-XAU/USD ivale malunga ne-0.4% ngosuku, ukubamba ukuwa kwamva nje okubone ixabiso lentsimbi exabisekileyo liwa ukusuka kwi-1,366 ukuya kwi-1,333. Ukuwa kwi-spike ezantsi ukuya kwi-intraday ephantsi ye-1,332 yexabiso emva koko ibuyiselwe kwi-1,345 nge-ounce nganye.
I-INDICES SNAPSHOT NGE-31 JANUWARI.
• I-DJIA ivale i-0.28%.
• I-SPX ivale i-0.05%.
• I-FTSE 100 ivale i-0.72%.
• I-DAX ivale i-0.06%.
• I-CAC ivale i-0.15%.
• I-EURO STOXX ivale i-0.07%.
IZIGANEKO EZIBALULEKILEYO ZEKHALENDA YEZOQOQOSHO NGO-FEBRUWARI 1
• IGBP. Markit UK PMI Manufacturing sa (JAN).
• IUSD. Amabango okuQala angasebenziyo (JAN 27).
• ICAD. I-RBC Canadian Manufacturing PMI (JAN).
• IUSD. I-ISM Manufacturing (JAN).
• IUSD. Ingqesho ye-ISM (JAN).
« Njengoko iimarike zokulingana zase-USA ziyaqhubeka nokufikelela kwiindawo eziphakamileyo zerekhodi kwaye ukuwa kwedola yaseMelika, kungacebisa ntoni ngo-2018, ngokubhekisele kurhwebo lweFX Inombolo yokuqala yemisebenzi ye-NFP yokukhululwa kwe-2018 ibikezelwe ukuba ibuyele emva, emva kokuba ukufundwa kukaDisemba kuphoswe yi-forecast. »
