IVEKI EQHELEKILEYO YOKUTHENGA IVEKI 11/01 - 15/01 | IIMPAWU ZOKULINGANA KWELIZWE LONKE ZIBUYA EMPILWENI KWIVEKI YOKUQALA ka-2021, NJENGABATYALI BABATYALI KWI-VACCINE-BASED RECOVERY
Iimarike ze-equity zase-US eziphambili, i-SPX 500, i-DJIA 30 kunye ne-NASDAQ 100 zonke iirekhodi eziprintiweyo eziphezulu ngexesha leveki yokuqala yokurhweba ngo-2021. Izizathu zazahlukeneyo: ukuvulwa kwe-Biden-Harris kusondela, i-Senate run-off inikezela ngokuqiniseka ngakumbi kurhulumente. kunye nenkqubo yokwenziwa komthetho, kunye nenkqubela phambili kuphuhliso lwesitofu sokugonya, nangona ukukhutshwa kwesitofu sokugonya kwihlabathi jikelele kusamele iingxaki zolungiselelo.
Umbono wozinzo olumiselwe ngurhulumente weDemokhrasi uye wathomalalisa umoya wabatyali-zimali. Ukuzithemba kuye kwaphuhliswa ukuba olunye uvuselelo lwe-Fed kunye norhulumente wase-US luya kwenziwa, nto leyo ethe yavelisa imeko yentengiso yomngcipheko.
I-NASDAQ i-100 iphula i-13,000 level
NgoLwesine, nge-7 kaJanuwari, i-NASDAQ ekugqibeleni yagqabhuka kwi-13,000 yokubamba inombolo ejikelezayo okokuqala kwimbali yesalathisi. Ukuphulwa kwenqanaba kwavakaliswa kumajelo njengoko umseki weTesla, u-Elon Musk, wabizwa ngokuba ngumntu osisityebi emhlabeni, oxabisa i-$ 180b emangalisayo.
Abatyalomali kunye nabarhwebi beBitcoin kunye nezinye iingqekembe zemali ye-crypto babenezizathu zokuvuya ngexesha leveki njengoko i-BTC iphule inqanaba le-40,000 yeedola. Ixabiso ngoku liphindwe kabini ngenyanga. Izizathu ezinikiweyo zibandakanya imali ebonakalayo ukuba luthango ngokuchasene nokunyuka kwamaxabiso, utyalo-mali olunexabiso xa ii-akhawunti zediphozithi zikunika imbuyekezo ekufutshane neqanda, kunye nokwembiwa kwe-BTC kusondela esiphelweni sayo sezibalo. Okanye inokuba yi-hype esekwe kwimincili engenangqiqo.
Idola yaseMelika izinzile ngoJanuwari 2021
Idola yaseMelika iye yafumana ukubuyiswa okuthobekileyo ukuza kuthi ga ngoku ngo-2021, isalathiso sedola i-DXY iye yangena kumgca we-90.00 kwaye inyuke nge-0.12% ukuza kuthi ga ngoku ngonyaka. Ngokuchasene neemali zombini ze-antipodean, i-NZD kunye ne-AUD, idola yase-US yehla malunga ne--0.75%. I-USD isondele kwinqanaba lonyaka ukuya kumhla ngokuchasene nabanye oontanga bayo abakhulu, ngaphandle kwe-sterling, i-GBP / USD iyancipha -0.68% njengoko inyaniso yeBrexit iqala ukubetha.
Ukurhweba nge-EUR, i-GBP kunye ne-USD kuye kwaba yinto ekhohlisayo kwiveki yokuqala ye-2021. Ixabiso lentengo yemihla ngemihla liye lahlala lincinci, kwaye iintsingiselo zexesha eliphakathi kwiimbini eziphambili zemali zibonakalise kunzima ukuchonga.
Nangona kunjalo, i-USD / JPY ngoku iphule i-50 DMA kwixesha lemihla ngemihla, iphakamisa ukuba ukujikeleza kwe-bullish kungaphuhliswa, ithiyori exhaswa yi-bullish Heikin-Ashi imivalo kwiintsuku zamva nje. Imfazwe ye-Brexit, echongiweyo ngexabiso le-EUR / GBP, ibonakaliswe kakuhle yi-100 kunye ne-50 ye-DMAs isondele kwi-convergence.
Idata yemisebenzi edanisayo yase-USA iyasilela ekuthomalaliseni uvakalelo lomtyali-mali
Idatha ebalulekileyo yezoqoqosho e-USA kule veki ibe ngamanani emisebenzi yabucala, amabango entswela-ngqesho kunye nenombolo ye-NFP. Inombolo yemisebenzi yabucala ye-ADP yangena kwi--123K, ngelixa amabango angasebenzi ngeveki ahlala esondele kwinqanaba le-800K. Xa ibhala olu hlaziyo, iReuters yaqikelela ukuba inani le-NFP liza kungena ngo-70K ngolwesi-8, elona nani libi lokudala imisebenzi ukusukela oko kwaqala i-wave 1 yobhubhane we-COVID-19.
Amanani anjalo anokwenza abatyali-mali baxhalabe malunga nempilo yonke yoqoqosho lwase-US nakweliphi na elinye ixesha. Kodwa ngokukhutshwa kwamayeza okugonya okuzayo, abatyali-zimali kunye nabarhwebi bajonge ngaphaya kwedatha yemisebenzi ephoxayo, kunye noorhulumente kunye neebhanki ezingoovimba baphinda bakha uqoqosho lwentshona ngo-2021 nango-2022.
Ukuvalwa kobhubhane kunempembelelo encinci kwiimarike zokulingana kwezemali
Izitshixo zibambe isitshixo sokubuyela kwimeko yesiqhelo. Sekunjalo, abatyali-mali kwisitokhwe bahlala bengakhathali kuba ukuba iibhanki ezingoovimba kunye noorhulumente baqhubeka bezixhasa okanye bethenga i-asethi ngokunciphisa ubungakanani, iimarike ziya kunyuka.
Ngokomzekelo, urhulumente wase-UK ubhengeze ukuvalwa okunzima kwiveki yokuqala kaJanuwari, kwaye i-footfall yokuthengisa yawa ngokusondeleyo kwi-50% kwiiveki zokuthenga eziphambili zikaDisemba xa kuthelekiswa no-2019. kwaye ukudodobala kwe-double dip kuya kwenzeka nge-Q2. Ngeli xesha, iBrexit iya kuqala kancinci ukubangela isiphithiphithi esiqhubekayo kumazibuko.
Kodwa isalathisi esikhokelayo i-FTSE 100 okwangoku i-6.00% phezulu ngoJanuwari emva kokuba iBhanki yaseNgilani kunye neChancellor yase-UK ibhengeze inkxaso eyongezelelweyo xa kuyimfuneko. Enyanisweni, iifemu ezininzi ezicatshulweyo ze-FTSE 100 azikho e-UK, kodwa ithemba kutyalo-mali lwase-UK lihlala liqinile ngaphandle kwemiceli mngeni ebonakalayo.
Ioyile, ubhedu kunye neentsimbi ezixabisekileyo zinokukhomba apho uvakalelo lwehlabathi lukhoyo
Idla ngokubizwa “njengobhedu lukagqirha” kuba irekhoda impilo yoqoqosho lwehlabathi, ikopolo ifikelele kwiminyaka esibhozo ephezulu kule veki. I-WTI inyuke kakhulu nayo, yophula i-50 yeedola zexabiso lomphanda okokuqala ukusukela ngoMatshi ka-2020. Isilivere negolide ziye zanyuka kwaye ngelixa iintsimbi ezixabisekileyo ziyi-asethi eqikelelwayo zikwasetyenziswa kakhulu kwimveliso yemizi-mveliso.
Zonke izinto zorhwebo ezichazwe ngasentla zihlelwa njengethemometha ezithatha ubushushu boqoqosho lwehlabathi. IYurophu kunye neMelika ngoyena ndoqo wentlekele ye-COVID-19 kunye neYurophu kunye neMelika GDP iye yawa ngo-2020. Ngokuchaseneyo, i-China kunye namanye amazwe ase-Asia aqhubela phambili ngo-2020, ngokukhula kwe-GDP yase-China nge-4.90% ngo-2020. Injini yokukhula kwehlabathi, ngoko ke amaxabiso exesha elizayo eemveliso anyukile.
Iveki ezayo kwikhalenda yezoqoqosho
NgoLwesibini izithuba zamva nje zeJOLTS zemisebenzi e-USA ziyapapashwa. Kulindeleke ukuwa ukuya kwi-6.3m. Izitokhwe ze-oyile ekrwada ziqikelelwa ukubonisa ukuwa okungaphaya okunokuthi kube nefuthe kwixabiso lebhekile yeoli.
NgoLwesithathu ubona ukupapashwa kwamanani okuvelisa amashishini kwi-Eurozone. Ingqikelelo yeyokuwa kakhulu ngoNovemba ngo -1.4%. Emva kwemini njengoko iseshoni yaseNew York ilungiselela ukuvulwa, amanani okunyuka kwamaxabiso e-US ayapapashwa. Ukulindela ukunyuka kwamaxabiso kuya kuguqulwa kwi-1.2%. Ixabiso le-yen linokuba phantsi koqwalaselo kwiseshoni yaseAsia, njengoko iJapan ipapasha idatha yeodolo yoomatshini yamva nje. Uqikelelo lokuhla luye kwi-4.2% ngoNovemba abanye abahlalutyi baqikelela inani elibi kule metric ekhokelayo yaseJapan.
NgoLwesine i-raft yaseTshayina yokuthumela ngaphandle kunye nedatha yokungenisa ityhilwa. Okulindelekileyo kukukhula okunempilo, unyaka nonyaka kunye nenyanga ngenyanga, ethi ibonakale kwibhalansi yamanani orhwebo. Idatha yesiko lamabango emisebenzi evekini ipapashwa e-US, kwiveki yokuqala xa uninzi lwexesha lokuyeka emsebenzini kubalwa, olunokubangela i-spike. Amaxabiso athumela kumazwe angaphandle kunye nokungenisa elizweni aziswa e-US, ebonisa ukuba ukunyuka kwamaxabiso kuqhubela phi kwixeshana elifutshane.
NgoLwesihlanu ibona ukupapashwa kwenani lamva nje le-GDP yase-UK. Uqikelelo lukhula nge-1.5% kwiinyanga ezintathu ukuya kuNovemba. Nangona kunjalo, abahlalutyi balindele ukuba i-Q yokugqibela ka-2020 kunye ne-Q1 2021 ibe mibi ngenxa yokuvalwa kwezinto. Ibhalansi yamanani orhwebo e-UK nawo kufuneka ehle. Umzobo we-GDP unokuchaphazela ixabiso le-sterling ngokuxhomekeke ekubeni izibikezelo ziphosakele okanye zibethe uqikelelo. Kukho irafti yedatha yempembelelo ephakathi ukuya phezulu epapashwe e-US ngexesha leeseshoni zasemva kwemini. Ukuthengiswa kweentengiso, isalathisi soBukhosi baseNew York, amanani emveliso yemizi-mveliso, uluhlu lweshishini, kunye nokufundwa kweemvakalelo zaseMichigan zonke zipapashwa ngexesha leseshini exakekileyo. Uthotho lwedatha olunjalo lunokuba nefuthe kwizalathi zezabelo ze-US kunye nexabiso le-USD xa lithelekiswa neentanga zayo eziphambili.
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