ISIKHOKHISHITHI SEVEKI NGEVEKI 26/2 - 2/3 | Iveki yamanani e-GDP eCanada, e-USA, e-France nase-Italiya, angabonisa ukomelela kohlumo lwehlabathi entshona, ngeli lixa ii-CPI ezahlukeneyo zityhila inqanaba loxinzelelo lwexabiso lentengo
I-GDPs yaseMntla Melika iya kugxila kakhulu phakathi evekini, iKhanada ngoku ivelisa amanani abalaseleyo okukhula kunye ne-3.5% yokukhula, uqoqosho lwaseKhanada luphezulu kwiitshathi zokukhula, kwi-Western Hemisphere. I-USA ngoku ishicilela ukukhula kwe-GDP nge-2.6% kwaye iingcali zezoqoqosho ziqikelela ukuba amanani omabini la mazwe aza kugcinwa, okanye aphuculwe. Nakuphi na ukuwa kunokulibona ixabiso leedola zasekhaya ezifanelekileyo liphantsi koxinzelelo.
Ukufundwa okuhlukeneyo kwe-ISM kuqoqosho lwase-USA kuya kubonisa amandla axhasa amandla oqoqosho acingelwa ukuba yi-FOMC ekubhekiselwe kuyo, kwimizuzu yabo epapashwe ngoLwesithathu ngoFebruwari 21st. Ufundo olwahlukeneyo lwengeniso kunye nenkcitho luya kutyhilwa yi-BLS kuqoqosho lwase-USA, ngelixa iBhodi yeNkomfa kunye neyunivesithi yaseMichigan ukuzithemba kwabathengi, kuya kubonisa inqanaba lethemba phakathi kwabemi base-US.
Ukukhutshwa kwempembelelo ephezulu kweYurophu kubandakanya: iSwiss, French and Italian GDP, kunye nofundo lweCPI yeJamani kunye neEurozone. Abahlalutyi kunye nabatyali-mali baya kukhangela kumanani angaguquguqukiyo kwibhodi yonke, ukubonelela ngobungqina bebloc yemali enye eqhubekayo yokuphucula uqoqosho.
uMvulo iqala ngeziphumo zokuthengwa kwebhondi yaseJapan ethe ngqo, ijongwe ngononophelo ngokunxulumene nexabiso le-yen, nayo evela eJapan sifumana isalathisi esikhokelayo samva nje kunye nedatha engalindelekanga. Nje ukuba iimarike zaseYurophu zivulwe idatha yamva nje yeedipozithi zebhanki yaseSwitzerland ipapashiwe, amanani amva nje e-UK BoE kwimali-mboleko yokuthenga amakhaya abekwe iliso elibukhali ngemiqondiso yokuba abathengi bafikelela kwincopho yabo yesakhono kunye nokuzithemba, ukuthatha iimali-mboleko ezihlala zinyuka.
Njengoko ingqwalasela itshintshela e-USA, idatha entsha yokuthengisa ikhaya iqikelelwa ukuba iya kuphinda ibuyele, emva kokuhla kwexesha lonyaka. I-Dallas kunye ne-Chicago Feds ziya kubonelela ngokufunda umsebenzi wabo wamva nje, ngelixa i-Fed's Bullard iya kwenza intetho ngomgaqo-mali. Unondyebo wase-USA uya kuthengisa iibhilikhwe ze-treasury ze-3 kunye neenyanga ze-6, isihloko esishushu sinikwe malunga ne-260 yeebhiliyoni zeedola ezithengiswa ngeveki ephela ngoLwesihlanu i-23rd Feb. Idatha yaseNew Zealand ikwi-radar ngokuhlwa; ukuthunyelwa kwamanye amazwe, ukuthengiswa ngaphandle, ibhalansi yorhwebo (iimethrikhi zenyanga nezonyaka), zinokuchaphazela ixabiso le-kiwi (NZD) ukuba amanani ayaphosa, okanye abethe uqikelelo.
On uLwesibini Iintengiso zentengiso zaseJamani ziyi-precursor ye-raft ye-soft sentiment data metrics ukusuka kwi-Eurozone kuquka: umthengi, ushishino, iinkonzo kunye nokuzithemba kwezoqoqosho. I-CPI yaseJamani ilindeleke ukuba ifike kufuphi nenqanaba langoku le-CPI kwi-1.6%, i-Weidmann yaseBundesbank iya kunikela intetho, ekusebenzeni kwebhanki ephakathi yaseJamani. Nje ukuba iimarike zase-US zivulwe uluhlu lwedatha, kubandakanywa: ii-odolo zeempahla eziphucukileyo kunye nezihlala ixesha elide, ii-wholesale kunye ne-inventri yokuthengisa, iya kunika isibonakaliso sokuzithemba kwabathengi kunye neshishini. Njengoko iBhodi yeNgqungquthela iya kufunda ngokuzithemba kwabathengi, ibikezelo iya kunyuka nge-0.5 increment ukuya kwi-126. Ukufundwa kwexabiso lendlu ye-Case Shiller kwiidolophu ezingamashumi amabini eziphambili e-USA nakwilizwe lonke kuya kutyhilwa, okwangoku kwi-6.21% kuzwelonke, inani liya kujongwa. ngononophelo, kuzo naziphi na iimpawu zobuthathaka bolwakhiwo lwezoqoqosho.
IJapan ibuyile ekugxininiseni ngokuhlwa kwangoLwesibini, njengoko amanani entengiso ethengiswayo epapashwa, amanani emveliso yemizi-mveliso aya kubekwa iliso elibukhali, ngemiqondiso ebonisa ukuba iintliziyo zaseJapan zisasebenza.
uLwesithathu iqala ngokukhutshwa kwesalathiso sexabiso lendlu yeSizwe yamva nje ye-UK, uqikelelo oluya kuhlala lusondele kwi-3.2% YoY epapashwe ngoJanuwari. Ukuzithemba kwabathengi, ukuzithemba kweshishini kunye nokufundwa kwe-barometer yeshishini le-Lloyds, kunokuhambisa ingqiqo kwisimo sonke seemvakalelo e-UK I-PMIs ezintathu zaseTshayina zikhululiwe, nangona ngaphandle kokuba ziphosakele okanye zibethe uqikelelo ngomgama othile, idatha yaseTshayina okwangoku inempembelelo encinci. kwiimarike zeFX kwihlabathi jikelele.
Njengoko iimarike zaseYurophu zivula, i-GDP yaseFransi iya kujongwa, okwangoku kwi-2.4% ukugcinwa kweli nqanaba lokukhula kuya kulindelwa. Inqanaba lokungaphangeli laseJamani kufuneka lihlale kwi-5.3% erekhodwe ngoJanuwari, ngelixa inani le-CPI le-Eurozone liqikelelwa ukuba lihlala kwi-1.3% YOY.
Iindaba zekhalenda yezoQoqosho zase-USA zigxile kakhulu kumanani e-GDP yamva nje, iQoQ yonyaka ufundo luqikelelwa ukuba luhlala lukwi-2.6% yokufunda erekhodwe kwi-Q3. Idatha yokuthengisa ikhaya elindileyo eMelika nayo iya kupapashwa, ilandela inkcazo yexabiso lendlu ye-Case Shiller epapashwe ngosuku oludlulileyo, abahlalutyi baya kukwazi ukuphuhlisa inkcazo yemeko yemarike yezindlu yase-USA. UJerome Powell, usihlalo weFed osanda kufakwa, uya kunika ubungqina phambi kwekomiti yeenkonzo zezemali zeNdlu kwaye njengembonakalo yakhe yokuqala enkulu eyedwa, le ntsebenzo ilindeleke ngomdla.
uLwesine idatha yamangqina evela eJapan ekhutshwe kwiseshoni yaseAsia; iindawo zokugcina ezisemthethweni, ukuthengiswa kwezithuthi, i-PMI yokuvelisa kunye nokuzithemba kwabathengi, ngelixa igosa le-BOJ uMnu Kataoka liza kunikela intetho. Amanani e-GDP kuqoqosho lwaseSwitzerland aya kupapashwa, okwangoku kwi-1.2% YoY ingqikelelo yeyokukhula kokugcinwa kweli nqanaba. Iintengiso ezithengiswayo kunye ne-PMI yokuvelisa ziyi-metrics zokugqibela kuqoqosho lwaseSwitzerland olukhutshwe ngaloo mini. Ukuvelisa ii-PMIs ze: IFransi, i-Italiya, iJamani kunye ne-Eurozone ebanzi ziya kuzisa isalathiso seziseko apho unyuso lwemveliso lwakutsha nje lwakhiwe phezu kwaso. I-PMI yokuvelisa yase-UK nayo iya kukhutshwa, isiseko sayo asisebenzanga njengoontanga bayo baseYurophu.
I-arhente yamanani yase-UK i-ONS iya kuveza amanqanaba ahlaziyiweyo entengo yemboleko yomthengi, ngelixa ukubolekwa kwezindlu kunye neenkcukacha zobonelelo ngemali nazo ziya kuhanjiswa. Ukusuka kwi-Eurozone siya kufumana idatha yamva nje ngeGDP yase-Italiya, uqikelelo oluya kuhlala lukufutshane nenani langoku le-0.9% yeYoY. Umgangatho wentswela-ngqesho kwindawo yebloc enye kuqikelelwa ukuba uya kuhlala kwi-8.7% ngoJanuwari.
Yimini exakeke kakhulu kwidatha yase-USA; ingeniso kunye nenkcitho yobuqu, amabango okungabikho kwemisebenzi, inkcitho yokwakha, iMarkit PMI yokuvelisa, ufundo lwe-ISM yokuvelisa, ingqesho, iiodolo kunye namaxabiso ahlawulweyo.
Ngorhatya iNew Zealand iza kugxila; ngokuzithemba kwabathengi kunye neemvume zokwakha idatha ekhutshwayo. I-Japan iya kuhambisa iqela ledatha equka: izinga labantu abangenamsebenzi (okwangoku kwi-2.8%), ingeniso yendlu yonke kunye ne-CPI. Ukunyuka kwamaxabiso kuqikelelwa ukunyuka ukuya kwi-1.5% ukusuka kwi-1.3%, enokubangela umdla kwi-yen, ukuba abathengisi beFX baguqulela umphumo njenge-bullish ye-yen, ngokusekelwe kwi-BOJ ibe yi-hawkish ngokumalunga nomgaqo-nkqubo wabo wemali.
uLwesihlanu iqala imicimbi yekhalenda yosuku nge-Italian QoQ kunye nedatha ye-GDP ye-YoY, okwangoku kwi-1.6% YOY eli nani liqikelelwe ukuba lihlala lingatshintshi. I-PMI yokwakha yase-UK iya kujongwa ngokusondeleyo kwi-50.2 ngoJanuwari njengoko ingaphezulu nje kwenqanaba le-50, ngaphantsi apho i-industry (okanye icandelo) ithathwa njengento yokudodobala koqoqosho.
Idatha yaseMntla Melika iqala ngenani lamva nje le-GDP yaseCanada, ngenyanga kwinyanga ephelileyo inani lenyanga ephelileyo beliyi-0.4% kwaye inani langoku le-YoY yi-3.5% kaDisemba. Uluhlu lwedatha yenyanga yeNyuvesi yaseMichigan yemveli kunye nehloniphekileyo yokufundwa kweemvakalelo zikhutshwa, kwi-99.9 ngoJanuwari oku kufundwa kujongwa ngokusondeleyo ngabahlalutyi, kunikwe ilifa eliye laphuhliswa kwiminyaka emininzi.
« Ngaba imfutshane, ebukhali, yokulungiswa kwiimarike zamasheya, inikwe iibhanki eziphambili njengesizathu sokunganyusi inzala? Iimarike zamasheya e-US ziphele kwiveki ephelileyo ngokunyuka okukhulu, kwaye abatyali mali bazakujolisa kumanani e-USA GDP ngolwe-Lwesithathu ukugweba kwicala lezabelo kunye nedola yaseMelika »
