ISITHOMBE SOKUVENGA KWAMASONTO 04 / 12-08 / 12 | Izinqumo zezinga lenzalo e-Australia naseCanada kanye nedatha yemisebenzi yeNFP yimicimbi ebalulekile yekhalenda lezomnotho kuleli sonto elizayo

Dis 1 • Ingabe i-Trend Still Friend Yakho • Ukubukwa okungu-5649 • Amazwana Off ku-WEEKLY MARKET SNAPSHOT 04 / 12-08 / 12 | Izinqumo zezinga lenzalo e-Australia naseCanada kanye nedatha yemisebenzi yeNFP yimicimbi ebalulekile yekhalenda lezomnotho kuleli sonto elizayo

Ibhange elikhulu lase-Australia lizodalula isinqumo salo samuva senzalo yangoLwesibili, ngombono olinganiselwe kahle maqondana nokukhuphuka noma ukwehliswa, lokhu kukhishwa kwekhalenda lezomnotho kuzobhekwa ngeso lokhozi, njengoba kuzoba nanoma iyiphi incazelo ehambisana nalokhu, evela phambili yeRBA, maqondana nemali yabo inqubomgomo. Idola lase-Aussie selithengise ngokuqhathaniswa ne-USD kusukela maphakathi noSepthemba, futhi kuqhathaniswa nontanga yalo ngesikhathi esifanayo. Mayelana nokulimala kwedola elibuthaka elidala umnotho wase-Aussie kuyisihloko senkulumompikiswano okufanele ibhekwe yimibiko ye-RBA, okungenzeka ukuthi izozibonela izibalo zakamuva ze-GDP zase-Australia, nazo ezokhishwa kuleli sonto elizayo.

Ibhange elikhulu laseCanada lizophinde likhiphe isinqumo salo sakamuva ngenani lenzalo yalo ebalulekile, ngokufana ne-Aussie, imali eyi-loonie (okuyigama elishiwo ngedola laseCanada), ithengise kakhulu iqhathaniswa nontanga bayo abakhulu kusukela ngoSepthemba, njengemali yezimpahla. I-selloff ayikwazi ukuxhunyaniswa kuphela nokukhuphuka kwenani lezimpahla ezinyangeni ezisanda kwedlula.

Isibalo sakamuva seNFP sanyanga zonke sase-USA sizoshicilelwa ngoLwesihlanu, siveze izibalo zakamuva zokudala amathuba omsebenzi ngoNovemba. Izibalo zikaSepthemba nezika-Okthoba zathintwa yisiphepho esinzima e-USA, ukuthi kungani isibalo esiphansi ngoNovemba sibikezelwa yiReuters sinelukuluku, isibalo esingu-198k, kuqhathaniswa nesama-261k esiqoshwe ngo-Okthoba, sibonakala singenathemba, ikakhulukazi inyanga lapho insizakalo kanye nebhizinisi lokuthengisa kufanele lihlelele umsebenzi wesizini we-Xmas.

UMsombuluko iqala izindaba zekhalenda lezomnotho zesonto ngemiphumela yendali yobisi yanyanga zonke evela eNew Zealand, njengoba njalo le datha ingahambisa inani ledola le-kiwi, uma kubhekwa ukuthembela izwe elinakho ekuthekelweni kwamanye amazwe, kuya e-Asia ikakhulukazi. Ukufundwa kokuzethemba kwabathengi kwaseJapan kuzokhishwa esimisweni sokuhweba sase-Asia, ngaphambi kwalokhu izibalo zakamuva zezimali zaseJapan zizobe sezishicilelwe.

Njengoba ukunakwa kuphendukela eYurophu, i-PMI yakamuva yokwakhiwa kwe-UK izolethwa, izongena ngo-50.8 ngo-Okthoba, lokho kungaphezudlwana nje kwezinga lama-50 elihlukanisa ukukhula nokukhawuka. Kodwa-ke, lesi sibalo asikhombisi ukwehla komsebenzi ngezikhathi ezithile, ngaphezu kwalokho sinikeza ukufundwa kwemizwa yokuthi abaphathi abathengayo balindele ukuthi imboni yezokwakha ithuthuke kanjani, esikhathini esifushane kuya kwaphakathi. Izibalo zentengo yomkhiqizi we-Eurozone zizoshicilelwa, le metric esemqoka ingakhombisa noma yikuphi ukunyakaza kumjikelezo olandelayo wezibalo ze-CPI / RPI (inflation).

Kusuka e-USA sithola idatha yama-oda yakamuva nefekthri; ngomhlangano wokugcina we-FOMC owawuhlelelwe isonto lesibili ngoDisemba, manje oqala ukugxila kubatshalizimali nezingqondo ezihlangene zabathengisi beFX, maqondana nesimemezelo sokukhuphuka kwesilinganiso senzalo, noma iyiphi idatha enhle engaxhasa ukwenyuka kwamazinga, izobanjwa ngokuqiniseka kuvulwe ngabaqageli.

On NgoLwesibili siqala usuku ngezinsizakalo zakamuva zaseJapan kanye nama-PMIs ahlanganisiwe, ngenkathi imininingwane yase-Australia ku: ibhalansi ye-akhawunti, ukuthunyelwa kwamanye amazwe nokuthengiswa kwezitolo nakho kushicilelwa esimisweni sokuhweba sase-Asia. Kukhululwa ama-PMIs aseChina eCaixan, umnotho waseChina ubuyile ezindabeni muva nje, njengoba izimakethe zabo zezimali zasekhaya zithole ukuthengiswa okulingene, ngenxa yokuwa kwemali kahulumeni, ngakho-ke kuzobhekwa ukukhula okuqhubekayo. Ibhange elikhulu lase-Australia i-RBA izomemezela isinqumo sayo ngezinga lenzalo, njengamanje ku-1.5% okulindelwe akulona ushintsho, nanoma yikuphi ukukhishwa okuhambisana nabezindaba kanye nesitatimende senqubomgomo yezimali sikleliswe phezulu. I-raft yama-PMIs ye-Italy, France, Germany kanye ne-Eurozone ebanzi ishicilelwe ngoLwesibili, ngenkathi izinsizakalo nokufundwa okuhlanganisiwe kwe-UK nakho kushicilelwa. I-Eurozone: ukuthengiswa kwezitolo, izindleko zikahulumeni, ukusetshenziswa kwasendlini kanye nezibalo zakamuva zokukhula kwe-GDP nazo ziyathunyelwa.

Ngokushesha nje ngemuva kokuvulwa kwezimakethe zase-USA, kuzovezwa izibalo zamabhalansi ezohwebo zakamuva zomnotho wase-US, ama-PMI ezinsizakalo kanye nenhlanganisela nayo izoshicilelwa, kuzothunyelwa inhlanganisela engeyona eyokukhiqiza ye-ISM, okuyimethrikhi ebhekwe eduze yokuthola ukusebenza konke umnotho wase-USA.

On NgoLwesithathu ukugxila ngokushesha kubuyela emnothweni wase-Australia, okuza ngemuva nje kwesinqumo samazinga wenzalo ekuqaleni kwesonto, sithola isibalo sakamuva sokukhula kwe-GDP, njengamanje ekukhuleni kuka-1.8% YoY isibikezelo sokuthi lesi sibalo sizogcinwa. Ngaphambi kokuthi izimakethe zase-Europe zivule imininingwane yama-factory yakamuva yaseJalimane ishicilelwe, isibalo sokukhula se-YoY sika-9.5% kungenzeka sibuyele emuva ngoNovemba. Ama-PMI wokwakha nawokuthengisa aseJalimane nawo ayashicilelwa, njengama-PMI okudayisa e-Italy naseFrance. Imicimbi ebalulekile yosuku iphela lapho ibhange elikhulu laseCanada liveza isinqumo salo sakamuva mayelana namazinga wenzalo, okulindelwe ukuthi izinga lihlale lingashintshi ku-1%.

NgoLwesine zifakazela izibalo zakamuva zokungasebenzi kwabantu baseSwitzerland ezishicilelwe, yize kuyisibalo esiphansi esingaba ngu-3%, amandla aqhubekayo nokuzinza komnotho waseSwitzerland kusiza ukugcina isikhalazo seSwitzerland franc njengendawo ephephile. Idatha yokukhula kwezimboni yaseJalimane izoshicilelwa, ingena ngo-3.6% YoY ngo-Okthoba, isibalo sangoNovemba kulindeleke ukuthi sifane. Idatha yentengo yendlu yeHalifax ihlala ibhekwe ngamehlo abukhali e-UK, ngenxa yokuthi umnotho uncike kakhulu ekukhuleni kwentengo yendlu kanye nomphumela ophansi owehlayo, ongakhuphuka amanani entengo ezindlu.

Kusuka e-USA ukuncishiswa kwemisebenzi yabaphikisi nyangazonke kanye nezicelo zamasonto onke ezingenamsebenzi nezinombolo zezimangalo eziqhubekayo, kuza ngaphambi kwedatha ye-NFP eshicilelwe ngoLwesihlanu futhi ngenxa yalokho, lolu chungechunge lwamamethrikhi ahlobene nemisebenzi, lubhekelwa eduze. Izinombolo zezikweletu zabathengi ze-USA nazo zembuliwe.

Friday kuqala ngesihlenga semininingwane yamaShayina, kufaka phakathi ukuthunyelwa kwamanye amazwe, ukungenisa kanye nedatha yebhalansi yokuhweba yakamuva. Izinhlolo ezihlonishwayo zabaqaphi be-ECO baseJapan nazo ziyashicilelwa, njengemininingwane yakamuva yemiholo kanye nezibalo zakamuva zokuqothuka.

Njengoba kunakwa sekuvulelekile ezimakethe zaseYurophu ezisalindile, kukhishwa amanani akamuva aseJalimane, ukuthunyelwa kwamanye amazwe kanye namanani ebhalansi wezohwebo. I-raft yedatha ephathelene nomnotho wase-UK ishicilelwa ngoLwesihlanu ekuseni; kukhishwa izibalo zezimboni, ezokukhiqiza nezokwakha kanye nemikhiqizo. Ukukhiqizwa okuphansi kwe-UK kuyisihloko samuva nje, ngakho-ke lezi zibalo zakamuva zizobanjwa, nganoma yiziphi izimpawu zokuwohloka, noma ukwenziwa ngcono. I-UK ONS iphinde ikhiphe imininingwane yakamuva yamabhalansi ezentengiselwano, kuyilapho ngokujwayelekile kusilela imali izibalo zizobhekelwa eduze nganoma yisiphi isibonakaliso sokuthi iphawundi eliphansi lizenze ngcono izibalo zokuthekelisa zase-UK. Isilinganiso sokwehla kwamandla emali e-UK ezinyangeni eziyishumi nambili ezizayo naso sizolethwa, kulindeleke ukuthi singashintshi cishe ku-2.8%.

Njengoba ukunakwa kushintshela ezibalweni zakamuva zaseNyakatho Melika eCanada ngokuqala kwezindlu nokusetshenziswa komthamo kushicilelwa, ngaphambi kokuba i-BLS idlulise imininingwane yakamuva ye-NFP yezomnotho wase-USA. Isibikezelo ngesibalo esilinganiselwe sokukhula esingu-198k, esingaphansi kakhulu kwesibalo esingu-261k esibhaliswe ngo-Okthoba. Izinga labantu abangasebenzi e-USA lilindeleke ukuthi lihlale liseduze neminyaka eyishumi ephansi engu-4.1%. Isilinganiso semali etholwa yi-USA ngoNovemba kulindeleke ukuthi sikhuphuke ngo-0.3% ngoNovemba, kusukela ekukhuleni okungu-zero okubhaliswe ngo-Okthoba. Ucwaningo lwakamuva lweyunivesithi yaseMichigan luvala ukukhishwa kwezindaba ezinomthelela omkhulu kuleli sonto, kulindeleke ukuthi kufundwe ngoNovemba 98.5 ngoDisemba.

Amazwana zivaliwe.

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