ISIQINISEKISO SOKUTHENGA NGEVEKI 18/01 - 22/01 | IIMAKI ZIJONGE NGOKUQHELEKILEYO KWEZIBONELELO NGEXESHA KWINKULUMBUSO YASEYUROPHU INOKUBONELELA NGOKWENZA

UJan 15 • Ngaba iTrendle isenguMhlobo wakho • 2301 izimvo • Comments Off KWI-WEEKLY SNEKSHOT 18/01 - 22/01 | IIMAKI ZIJONGE NGOKUQHELEKILEYO KWEZIBONELELO NGEXESHA KWINKULUMBUSO YASEYUROPHU INOKUBONELELA NGOKWENZA

Nangona ifuthe le-macroeconomic lisabonakala ekuziphatheni kweemarike, izinto ezisisiseko zaqala ukuba nefuthe kwiiseshoni zeveki zokurhweba. Idatha edweliswe kwiikhalenda zoqoqosho ezinje ngeziphumo ze-GDP, amanani wokungenisa / ukuthumela, ukujonga, iintetho zamagosa eFed kunye neECB, kunye nokuhla kwamandla emali konke kuqale ukuchaphazela iimarike.

Abatyali mali bezorhwebo, abarhwebi nabahlalutyi basenza izigqibo ngokusekelwe kubhubhane, umongameli waseMelika kunye neBrexit, kodwa le micimbi inexabiso elithile kwi-UK. Isiphithiphithi somda siphelile. I-Biden ivulwa ngaphakathi kweentsuku ezisixhenxe. Lonke uqoqosho kunye noluntu luqala ukujonga ngaphaya kwemeko ebubhubhane yangoku nje xa izitofu ezahlukeneyo (ngethemba) ziyekisile usulelo lwentsholongwane.

Ukuphinda uqeshwe ngumceli mngeni omkhulu kunye nethuba ngo-2021

Owona mceli mngeni woyikisayo yindlela yokwakha ngokutsha amacandelo engqesho nje ukuba i-COVID-19 ihlehle. Uqoqosho lwase-US lubhalise i-1.4 edityanisiweyo yebango yentswela-ngqesho ngeveki ngoLwesine, nge-14 kaJanuwari, ngelixa umndilili wawukufutshane ne-100,000 (ngemisebenzi emininzi eyenziweyo veki nganye) ngexesha laphambi kobhubhane. Iiarhente zokugaya abantu base-UK ngoku zinika ingxelo nge-36% izithuba ezimbalwa kuneli xesha kulo nyaka uphelileyo.

Nangona kunjalo, umceli mngeni wokwakha ngokutsha ingqesho kulo lonke elaseYurophu naseMelika ungabonelela ngoqoqosho olukhawulezileyo olungabonwanga kumashumi eminyaka. Ngaba ii-1920s ezigqumayo ziya kuphindwa kwi-2020s ukuba oorhulumente kunye neebhanki eziphambili badibanisa isikhuthazo esikhoyo kunye nombhobho? Ukuqhuma kwentshukumo, inkcitho, intelekelelo kunye notyalo-mali kungagqitha kuyo nayiphi na into ebonwayo kumaxesha anamhlanje nje ukuba izithintelo zisuswe.

Ama-indices e-US equity in a pattern holding as kumsitho we-Biden

I-indices zase-US zarhoqo ngeveki zathengiswa njengoko iseshoni yaseNew York yayilungiselela ukuvulwa ngolwesiHlanu, nge-15 kaJanuwari, iimarike zekamva zibonisa ukungavuleki. I-SPX iphantsi -0.93% kunye ne-NASDAQ 100 phantsi -1.59% ngeveki. Zonke ii-indices eziphambili zikhuphuke kancinci-ukuya kumhla.

Abathathi-nxaxheba kwimarike basandula ukuthengisa ii-indices zama-equity kumajelo amxinwa, kunye neendawo ezomeleleyo kwipateni yokulinda njengoko abongameli bakulungele ukutshintsha. U-Biden uthembise ukuba uza kutyhutyha i-1.9 yezigidi zeerandi kwiphakheji yovuselelo xa sele ekhona, kwaye izimvo ziyahluka ngokubhekisele kwisikhuthazo esele sithengisiwe.

I-USD whipsaws kumanqanaba abanzi ekulungiseleleni ulawulo olutsha kunye nokukhuthaza

Idola yaseMelika iye yathengisa ngokubanzi kwaye ngamanye amaxesha i-whipsawing range phakathi evekini njengoko iimarike zemali zetyisa idatha yoqoqosho eyahlukeneyo yaseMelika kunye neziganeko ezisandula ukwenzeka eWashington. I-USD / JPY iphantsi -0.28% ngeveki, i-USD / CHF inyuke nge-0.29%, i-GBP / i-USD inyukile nge-0.61%, kwaye i-EUR / USD yehla -0.68%.

Isalathiso sedola i-DXY inyuke nge-0.32% kwiveki. Nje ukuba ulawulo luka-Biden lufake inkuthazo kuqoqosho lwase-US i-USD iza kujongwa. Iimarike ze-equity zingaphakama ngelixa idola liwa ukuba isikhuthazo asikabalwa.

Imicimbi yekhalenda yezoqoqosho ukubeka esweni ngononophelo kwiveki ezayo

Idrafti yedatha yaseTshayina iyapapashwa kwasekuqaleni eAsia uMvulo Iseshoni, abatyali mali kunye nabarhwebi baya kugxila kumanani okukhula kweGDP. Uqikelelo lwe-GDP yonyaka inyuka ukusuka kwi-4.9% ukuya kwi-5.9%. Uqikelelo kutyalo-mali lwee-asethi olusisigxina ukubonisa ukunyuka kwe-3.2%, kubonisa ukuba abatyali-mali bezenkolo banalo kuqoqosho lwaseTshayina. Ukubuyela umva ngokukhawuleza kwe China sisifundo esichukumisayo kulawulo lwasentshona ye-hemisphere ngokubhekisele kulawulo lokuqhambuka kwe-COVID-19.

On uLwesibini Amanani okujonga ii-ZEW akutshanje apapashwa kuqoqosho lwaseJamani kunye ne-EZ. Uqikelelo kukuwa okuncinci kwimbonakalo iyonke, enokuthi ichaphazele ixabiso le-EUR xa ithelekiswa neontanga zayo. Uqikelelo lolwakhiwo lwe-Eurozone luzokwehla nge -1.6% ngonyaka kunyaka ukuya kuNovemba.

I-CPI yase-UK kunye ne-Eurozone iyapapashwa uLwesithathu. I-Reuters iqikelele ukuba ukunyuka kwamaxabiso okunyuka kwamaxabiso kunyuka kuzo zombini ezoqoqosho. I-Bhanki yaseKhanada (i-BOC) ikhupha ingxelo yayo yakutshanje yemigaqo-nkqubo yezemali ngexesha leseshoni yorhwebo lwasemva kwemini, elinokuchaphazela ixabiso le-CAD xa ithelekiswa noontanga bayo.

Ibhanki ephambili iyakusasaza isigqibo sayo senqanaba lenzala, kwaye ulindelo alukho tshintsho ukusuka kwi-0.25% yenqanaba. Ngorhatya i-yen yaseJapan iza kuza phantsi kwemicroscope xa kukhutshwa ezona zintsha kunye nokulingana kwamanani orhwebo kukhutshwa.

Idola yeAussie iya kudlala ngexesha NgoLwesine Iseshoni yaseSydney xa iAus yamva nje. Ukungasebenzi / idatha yengqesho iyakhutshwa. Impembelelo ye-COVID-19 kwi-Aus. Uqoqosho noluntu belungathathelwa ngqalelo.

Njengamanye amazwe aseMzantsi weNtlabathi, abaphathi bayiphethe kakuhle le ntsholongwane; bangaphantsi kwe-1,000 6 abaswelekileyo abaqinisekisiweyo ukuza kuthi ga ngoku. Nangona kunjalo, ukungabikho kwemisebenzi kulindeleke ukuba kunyuke ukuya kuthi ga kwiipesenti ezi-50 xa idatha ipapashwa ngemisebenzi engama-XNUMXK kuphela eyenziweyo ngoDisemba.

Ngexesha leseshoni yaseAsia, i-BOJ ityhila isigqibo senqanaba laseJapan lakutshanje, esiya kuchaphazela ixabiso le-yen ukuba utshintsho ukusuka -0.1% okanye uhlengahlengiso kumgaqo-nkqubo wabo wezemali.

I-ECB iyakubhengeza isigqibo senqanaba lenzala yakutshanje. Akukho kulindelwa kotshintsho ukusuka kwi-0.00% yenqanaba lokubolekisa kunye -0.5% kwiidipozithi. Imizuzu engamashumi amane anesihlanu emva kokupapashwa kwesigqibo sabo, i-ECB iya kubamba inkomfa noonondaba. I-euro inokutshintsha ngexesha leentetho ukuba naluphi na utshintsho kumgaqo-nkqubo wezemali luya kutyhilwa.

Inani lamabango okungaqeshwa rhoqo ngeveki avela eMelika lipapashwa ngoLwesine. Abahlalutyi bayakujonga ukuwa kwamabango evekini ukusuka kwizigidi ezi-1.4 zidityanisiwe kwiveki ephelileyo.

NgoLwesihlanu idatha yekhalenda iqala ngamanani okuthengisa asuka e-UK. UDisemba uzakubonisa ukonyuka ngenxa yeXmas yokuthenga. Phambi kokuba kuvulwe iseshoni yaseNew York, upapasho lwamva nje lukaJanuwari lwe-IHS Markit PMIs lupapashwa kuqoqosho olukhulu lwase-EU nase-UK. Ezi datha zinokothusa abahlalutyi ukuba uqikelelo luyenzeka. Umzekelo, ukuxelwa kwangaphambili kukuba iinkonzo zase-UK ziyehla zaya kwi-38.4 ukusuka kwi-49.4 nakwi-UK yokuvelisa ukuya kwi-57.5 ukuya kwi-45.1. Oku kukuphambana okukhulu kwaye kubonisa ukuba i-UK imiselwe ukudodobala okunzima okuphindiweyo okunokuthi kuthintelwe kuphela kukuqhubeka kwemali kunye nokukhuthaza kwemali kunye nempumelelo yokukhutshwa kwesitofu.

Amagqabantshintshi zivaliwe.

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