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I-rally ye-US kunye ne-European rally ngolwe-Lwesibini, i-USD iyaqhubeka nokukhula kwayo ngoku kuthelekiswa noontanga bayo abaphambili

Februwari 3 • Amagqabantshintshi eMarike • 2238 izimvo • Comments Off Kwi-rally yase-US nase-Yuropu ngoLwesibini, i-USD iyaqhubeka nokukhula kwayo ngoku kuthelekiswa neontanga zayo eziphambili

Iimarike zaseYurophu zidibene zivela eLondon zivuliwe ngexesha leeseshoni zangoLwesibini. Amanani amva nje e-GDP ye-Eurozone kunye namazwe ngamanye abonelele ngethemba lomtyali-mali lokuba ukuba ukukhutshwa kwesitofu sokugonya i-COVID-19 kuphumelele, ukukhula kuya kuphinda kuvele ngokukhawuleza.

I-GDP ye-Euro Area ibetha izibikezelo eziza kwi-0.7% ye-Q2 2020 emva kokuhlaziywa kwe-Q3 ibonakalise inani elibi kakhulu kunokuba lirekhodwe ngaphambili kwi-12.4%. Ngonyaka ka-2020 i-GDP ingene kwi-5.1%.

Ngenxa yedatha ye-GDP ye-bullish kunye nethemba eliphuculweyo lokugonya, i-DAX yenyuka nge-1.56%, i-CAC nge-1.86% kunye ne-UK FTSE 100 nge-0.78%. I-euro ayiphumelelanga ukulandela i-indices equity lead, kwi-20: 45 ixesha lase-UK i-EUR / i-USD ithengiswa phantsi -0.29% ngosuku kwi-bearish yemihla ngemihla ehleliweyo phakathi kwe-S1 kunye ne-S2. Xa kuthelekiswa ne-GBP, JPY kunye ne-GBP imali yebloc enye nayo ithengiswe ngexesha leeseshoni zosuku.

Ithemba eliboniswa ngabatyali-mali base-US kunye nabarhwebi

I-Equity indices nayo yadibana e-United States ngeseshoni yangoLwesibini eNew York. Abatyali-mali balindele iziphumo ezinamandla zokufumana umvuzo kwiAlfabhethi (iGoogle) kunye neAmazon. Iphakheji yoncedo lwe-coronavirus isondele ekuvunyelwene ngayo. Ngeli xesha, ukukhutshwa kogonyo lwe-COVID-19 kuyaqala ukucwangciswa kunye nokuqokelela isantya.

I-IBD / TIPP Economic Optimism Index e-US inyuke ngamanqaku e-1.8 ukuya kwi-51.9 ngoFebruwari 2021, ephezulu engazange ibonwe ukususela ngo-Okthobha, njengoko ugonyo luthatha isantya kunye neemeko ze-Covid / ukufa kubonakala ngathi ziwela phezulu. Umbono weenyanga ezintandathu zoqoqosho lwase-US watsibela kwi-49.5 ukusuka kwi-47.2, ngelixa i-subindex yemigaqo-nkqubo ye-federal yanyuka ukuya kwi-49.7 ukusuka kwi-46.6.

Ekupheleni kokurhweba ngoLwesibini kwiWall Street i-DJIA iphelile i-1.57% i-SPX iphinde ivale i-1.57% phezulu, ngelixa i-NASDAQ iphelile i-1.56%. Ingqumbo ejikeleze i-GameStop iye yaba ngumphunga, isitokhwe sehle ngaphezulu kwe-40% ngoMvulo, nge-1 kaFebruwari kwaye yaphela usuku phantsi -59.85% ngoLwesibini.

Ukucudiswa okufutshane kwesilivere kunye ne-GameStop iyacudiswa

Isitokhwe se-GameStop sehle nge-82% ukusuka kwincopho ukuya emkhombeni kwisithuba seentsuku ezimbini sishiya abatyali-mali abaninzi abangabaqeqeshiyo bekhotha amanxeba abo. Isilivere, olunye ukhuseleko obekucingelwa ukuba lungumxholo wabatyali-mali abakrelekrele ababangela ukuba iibhulukhwe ezimfutshane zicudiswe, zehle nge-8.21% ngosuku, emva kokunyuka nge-6% ngoMvulo kunye nokushicilela iminyaka esibhozo ephezulu. Isilivere ibuyele kwinqanaba likaJanuwari 29. Igolide nayo yawa iphetha usuku phantsi -1.25%.

I-oyile iqhubekile ne-bullish run-up yangqina ngexesha le-2021. Ukususela ekuqaleni konyaka, i-commodity inyuke ukusuka malunga ne-48 yeedola ngomphanda. Ibirhweba ngaphezulu kwe-54 yeedola ngomphanda ngoLwesibini inyuke nge-2.43% ngosuku ngelixa iphula i-R2 kwindlela yokunyuka.

Iziganeko zekhalenda yezoqoqosho ziza kujongwa ngononophelo ngoLwesithathu, nge-3 kaFebruwari

Iimarike ze-equity zaseYurophu, i-euro kunye ne-sterling ingaba phantsi koxinzelelo kunye nokuhlolwa ngexesha leseshini yasekuseni yangoLwesithathu xa iinkonzo ze-IHS Markit zakutshanje zipapashwa. I-Euro Area PMIs kuqikelelwa ukuba iza kuhlala kufutshane namanqanaba kaDisemba.

Ngokwahlukileyo, iReuters iqikelela ukuba iinkonzo ze-PMI ze-UK ziza kungena kwi-38.8, ziwela kwi-49.4. Njengoqoqosho, i-80% exhomekeke kwiinkonzo, ukuthengisa, kunye nomthengi i-lousy metric yase-UK inokuchaphazela kakubi i-FTSE 100 kunye ne-sterling ngokukhawuleza.

Isibikezelo kukuba ukunyuka kwamaxabiso kwe-EA kubonisa ukunyuka konyaka-ngonyaka ukuya kwi-0.3% ukusuka kwi-0.3% ngaphambili, kunye nenani likaJanuwari kulindeleke ukuba linyuke nge-0.5%. Idatha yokunyuka kwamaxabiso inokuchaphazela ixabiso le-EUR ngokuchasene noontanga bayo ukuba abahlalutyi bagweba i-ECB banesizathu esincinci sokulungelelanisa inzala okanye ukongeza ukuvuselela imali.

E-US i-ISM engeyiyo yokuvelisa i-PMI kufuneka ingene kwi-57, ngelixa iinkonzo ze-Markit ze-PMI kufuneka ziphakame ngokuvala kumanqaku e-3 kwi-57.5. Zombini ufundo kufuneka zibe bullish kwi-equity indices. Idatha yakutshanje ye-ADP yangasese yokuhlawula i-private payroll iqikelelwe ukubonisa imisebenzi eyongezelelweyo ye-50K eyongeziweyo ngoJanuwari, ukuphucula ukusuka kwimisebenzi ye-123K elahlekileyo ngoDisemba. Ngokuhlwa ngokuhlwa amagosa amahlanu e-Federal Reserve anikezela iintetho, abahlalutyi baya kubeka iliso ngokucokisekileyo inkcazo malunga naluphi na ukhokelo olungaphambili lwenguqu kumgaqo-mali.

Amagqabantshintshi zivaliwe.

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