Izingxoxo zeBrexit zidala ukuthi i-sterling ne-euro zishaye ngamandla, njengoba abatshalizimali base-USA bezilungiselela ekukhuphukeni kwamazinga okungenakugwemeka ne-QT
UBrexit ubuyile ku-radar ye-ajenda yezindaba zamazwe ngamazwe ngoLwesine, njengoba izingxoxo ezimbili ezihamba phambili ziphinde zahlangana, ukuze zizame ukuhlanganisa imephu yomgwaqo yokuphuma kokugcina kwe-UK. Kuyoze kube nini i-EU27 esele ingakwazi ukuqhubeka nokuhlukumezeka kwe-UK kanye nokumosha isikhathi, kusazobonakala. Kodwa-ke, iBrithani kufanele iphume ngoMashi 2019, ngakho-ke ingqikithi ise-UK ukuze ithole isivumelwano, njengoba isimo se-EU sicacile; “hamba, ngeke uphuthelwe, umnotho wezwe lakini uzolimala, i-Eurozone izohlala iqinile”. I-euro kanye ne-sterling yaqhuma phakathi nezikhathi zokuhweba, njengoba izingxoxo zaziba phakathi nosuku. U-Sterling waqala wehla kakhulu, kodwa wabe eselulama njengoba (futhi) uMnu. Barnier, umxoxisi omkhulu we-EU, ebambe igatsha lomnqumo futhi wabonisa: isineke, inhlonipho kanye nokuxoxisana noDavid Davis, ovela kuhulumeni wase-UK weTory.
Ngesikhathi u-Davis eqhubeka nokusho lokhu, u-Theresa May wethula inkulumo eLondon, evikela imakethe ekhululekile, okungenzeka ukuthi wayephikisana nomholi weLabour Party ememezela i-neo liberalism njengombono ohlulekile enkulumweni yakhe yokuvala ekupheleni kwengqungquthela yeqembu lakhe ngoLwesithathu. U-Mark Carney naye wangenelela ngemva kokuvela kukaMeyi, emcimbini wokubungaza iminyaka engamashumi amabili yathola inkululeko ye-BoE, ngenkathi elungisa izikhala ekucabangeni kwakhe, mayelana nokuthi i-UK iqine ngokwanele ukumelana nokukhuphuka kwezinga ezinyangeni ezizayo. Izindaba zekhalenda lase-Europe zigxile ku-CPI yaseJalimane efika khona lapho kubikezelwa ku-1.8%, kuyilapho inkomba ye-GfK yokwethembeka kwabathengi yaseJalimane ifike ku-10.8, yehla ekushicilelweni kwerekhodi lango-11 ngenyanga edlule.
Ithemba lihlala liphezulu kuWall Street lapho abatshalizimali kanye nabamabhange bezizwa beqiniseka ukuthi uTrump uzodlulela kolunye uhlobo lwezinguquko zentela abe umthetho. Ukulandisa okuvela ku-White House kubonakala kugxile ezikhathini zokuphumula ezivuna i-Middle America, uma kuqhathaniswa ne-Wall Street kanye namaphesenti owodwa, ababone ibhaluni labo lomcebo kusukela i-USA ingena kumodi yokubuyisela kusukela cishe. 2011 kuya phambili. Mayelana nezindaba zekhalenda lezomnotho, isibalo sakamuva se-GDP yonyaka, esiza ngaphambi kwesibikezelo esingu-3.1%, sengezwe ethembeni eliphelele, njengoba abatshalizimali manje bekholelwa ukuthi i-Fed inokukhanya okuluhlaza ukunyusa amanani futhi iqale ukukhulula ibhalansi edumile yama- $ 4.5 trillion. ishidi. Izimangalo zamasonto onke ezingenamsebenzi zikhuphuka e-USA, zishoda isibikezelo, ukungena ku-272k. Ukukhuthaza idatha eqinile ye-USA kwaqhubeka nebhalansi yezimpahla ezithuthukisiwe zika-August, yehla yafinyelela ku-$62.9 billion.
IDOLELA LASEMelika
Ngokukhula kwe-GDP, kanye nemininingwane eminingi yezomnotho eqinile ebonakala isekela inhloso eshiwo ye-Fed; ukuze kukhushulwe amanani futhi kuqale uhlelo lokuqiniswa komthamo, idola lehla kancane uma liqhathaniswa nontanga yalo abakhulu. Inkomba yedola laseMelika yehle ngo-0.2% ngoLwesine, inkomba yedola/ubhasikidi wezimali, naphezu kokululama kancane emasontweni asanda kwedlula, isivele ilahlekelwe cishe ngo-8% ngo-2017. I-USD/JPY yehlele ku-S1 futhi cishe ngo-0.3% yaya ku-112.44, I-GPB/USD ikhuphuke yafinyelela ku-R1 futhi cishe ngo-0.4% yaya ku-1.3429, i-EUR/USD nayo yenyuka yafinyelela ku-R1 futhi cishe. 0.3% kuya ku-1.1780. I-USD/CHF yehle cishe. 0.2% ngosuku ukuya ku-0.9703. Ukulahlekelwa okufanayo kwe-USD kubonwe uma kuqhathaniswa namadola ase-Australasia womabili.
EURO
I-euro yaqala iseshini yokuhweba yaseYurophu kahle, nokho, imali ye-bloc eyodwa yaba nenhlanhla exubile ngokumelene nontanga yayo ngoLwesine; phezulu uma kuqhathaniswa ne-USD kanye nedola lase-Aussie, i-EUR/GBP iyeke izinzuzo zayo ukuze iqedele usuku eduze nendawo ye-pivot yansuku zonke, iphethini ephindaphindiwe nge-EUR/CHF, EUR/JPY kanye ne-EUR/NZD. Izinketho ezizayo zemifelandawonye yaseJalimane kanye ne-Brexit bekufakazela ukuthi yiyo ehamba phambili yenani lohlobo lwemali, uma iqhathaniswa nontanga bayo ngalolo suku.
UKUQALA
Imizwa yehle yageleza yangena iphuma kahle ngoLwesine, ngokuhlobana ngqo nezinkulumo ezethulwe abadlali abehlukene bezepolitiki base-Europe. I-Sterling yehla ekuqaleni njengoba izimakethe zilungiselela ukuchazwa kwesikhundla se-Brexit sase-UK, ngethemba lokuqapha elikhonjiswa yizinhlangothi zombili, iphawundi laseBrithani labe selikhuphuka ngesikhathi seseshini yaseYurophu. Kodwa-ke, uhlobo lwemali luqede usuku olusondele kakhulu ngokuqhathaniswa neningi lontanga yalo, mhlawumbe imali iphelile futhi igcwele ukulandisa kwe-Brexit, njengoba iningi lezintatheli selibe njalo. I-GBP yenyukile ezinyangeni zakamuva uma iqhathaniswa ne-USD njengomphumela wedola elibuthakathaka, kunanoma imaphi amandla angokwemvelo. Ukwenyuka kwakamuva uma kuqhathaniswa ne-EUR, kusuka ku-EUR/GBP yephula u-93, ukuhlehlela cishe. 87, ngaphandle kwenqubekelaphambili enkulu ye-Brexit eyenziwayo, kuyisimangaliso. Nakuba abahlaziyi abaningi beyishintshile imibono yabo mayelana nenani lephawundi, kusenabahlaziyi abaningi abanolwazi abasamile ekubikezelweni kwabo abakwenze ekuqaleni konyaka, ukuthi i-euro v pound izofinyelela ukulingana, ngaphambi kokuba i-UK iphume ngempela e-EU ngoMashi 2019.
IZINKOMBOLO ZOKULINGANA KANYE NEDATHA YEZIMPAHLA ZAMA-28 SEPTEMBER
• I-DJIA ivale u-0.18%.
• I-SPX ivale u-0.12%.
• I-NASDAQ ivaliwe flat.
• I-STOXX 50 ivale ngo-0.22%.
• I-DAX ivale u-0.37%.
• I-CAC ivale u-0.22%.
• I-FTSE 100 ivale u-0.13%.
• Igolide lihwetshwe cishe ngo-0.3% ngo-$1287.
• Uwoyela we-WTI wehle ngo-1% waya ku-$51.75.
IMICIMBI YEKHALENDA LEZOMNOTHO OMQOKA MHLAKA 29 SEPTEMBER
• Ukuthengiswa kwezitolo zaseJalimane kubikezelwa ukuthi kuzokhuphukela ku-3.2% YoY, ukusuka ku-2.7%.
• Ukuntuleka kwemisebenzi yaseJalimane kubikezelwa ukuthi kuzohlala kungashintshile, ku-5.8%.
• Inkomba yentengo yezindlu yase-UK ezweni lonke ibikezelwa ukuthi izokwehla iye ku-1.9% YoY, isuka ku-2.1%.
• I-GDP yase-UK kulindeleke ukuthi ihlale ku-1.7% ngonyaka.
• I-Eurozone CPI ibikezelwa ukuthi izokhuphukela ku-1.6% YoY, isuka ku-1.5%.
• I-GDP yase-Canada yaminyaka yonke ibikezelwa ukuthi izokwehla iye ku-3.9%, isuka ku-4.3%.
• Ukusetshenziswa komuntu siqu kwe-USA kubikezelwa ukuthi kuzohlala kungashintshile, ku-1.4%.
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