Septhemba 16 • Amazwana eMakethe • Ukubukwa okungu-6009 • Amazwana Off ku-Delta One, lokhu yi-Control Tower Two Calling, Sicela Uphendule… Ngaphezulu
Esinye seziyalezo zokuqala ezibaluleke kakhulu ezinikezwa abashayeli bezindiza abasanda kungena ezindleleni zokuxhumana nombhoshongo wokulawula izindiza ukugcina ukuxhumana kufushane, kucacile futhi kuhambisana. “Cabanga ukuthi uzothini ngaphambi kokukusho. Engqondweni bhekisisa kahle lokho ozokusho ngaphambi kokuthinta umsakazo futhi ukugcine engqondweni. ” EDelta ideski elilodwa e-UBS, iphrofayili yomthengisi wezezimali uKweku Adoboli ube nesicelo esifushane, esicacile futhi esifanele kubangani bakhe: "Dinga isimangaliso." Njengoba ebhajwe, ngenxa yokwehla ngokushesha kwe-franc yaseSwitzerland ngemuva kwesinqumo 'sekhonkwane' seSNB, manje wayesesemgodini omkhulu futhi wayazi ukuthi akanaso isitebhisi sokuphunyuka noma umhubhe. Umcabango osangulukisayo wanoma yibaphi abathengisi abazuze ekuweni okucijile kwe-CHF franc ngesonto eledlule; kungahle kube nomunye umuntu ngakolunye uhlangothi lwezohwebo, ukubhalwa kwemali ebhange ngokwazisa okuqhubekayo kwe-franc kuyindlela eyodwa yokubheja.
E-Delta ideski elilodwa i-Adoboli ibiphethe ukuhweba kwamakhasimende okuphatha, ukuhweba ngezokuphepha ezahlukahlukene ezisiza amaklayenti ukuqagela nokubiyela obhasikidi bezokuphepha. Uma amaklayenti efisa ukufinyeza izimali zaseSwitzerland, (elindele ukuthi i-franc inyuke), ideski lizoklama ukuhweba futhi lisebenzise inhlanganisela ye; i-equity swaps, ikusasa kanye ne-ETFs ngethemba lokuthi izokufeza. Ama-derivatives kufanele (ngombono) abonise ukuphepha abakulandelelayo, empeleni aqinisekise ukuvikeleka kwezimakethe futhi ngenxa yalokho akufanele kube nobungozi obengeziwe ebhange.
Lesi siqephu sisikhumbuza ukuthi intambo phakathi kwempumelelo nokwehluleka ikuphi emazingeni aphezulu okuhweba. Ngazo zonke izikhalazo, ama-algorithms, imibono, ubuchwepheshe obuhle kakhulu nezingqondo onazo imboni yethu isalokhu isho emshweni obizwa ngomthengisi okhaliphile nodumile uJesse Livermore; “Awusoze wazi” uze ubheje! ”
Kuzoba nabaningi phakathi kwethu abazizwa bezwelana nomhwebi, abanye bethu kungenzeka ukuthi basule ama-akhawunti ethu okuhweba, (ngethemba ukuthi ama-akhawunti amancane ngenkathi efunda ubuciko bethu), kanti ngenkathi ibinzana elithi "konke kuhlobene" alifanisi neze nokuqedwa € 2billion sizoyibona imizwa yobuhlungu, ukuthotshiswa nokuphelelwa yithemba. Ubaba kaKweku Adoboli kubikwa ukuthi unenhliziyo ebuhlungu ngemuva kokuvela kwalezi zindaba, amazwi akhe abuyisa isimo somuntu sokulahleka, futhi ngaphambi kokuba sonke sigijimele ukugxeka mhlawumbe kunencazelo elula yokuthi i-UBS ibingafuni ukusakazwa, ukuhweba kwakhe okukhulu okulahlekile ukulahlekelwa kwabo ukuhweba, nokusolwa nokusolwa ngokwehluleka kohlelo kuhlezi kungokwabo hhayi ngobunye.
Engxoxweni abe nayo neReuters, uJohn Adoboli, isisebenzi esesathatha umhlalaphansi se-United Nations esivela eGhana, sithe siyazi ukuthi umkhakha wezezimali uyindawo enobungozi obukhulu, kodwa akangabazi ukuthi unekhono nendodana yakhe.
“Ngokwalokho okushiwo yimibiko, kungenzeka ukuthi wenza iphutha noma isinqumo esingalungile, sonke silapha sifunda zonke izinto nazo zonke izinto ezikhulunywa ngaye. Umndeni udabukile ngoba ukukhwabanisa akuyona indlela yethu yokuphila. Ngibakhulisile baba ngabantu abesaba uNkulunkulu nokwazisa isizotha. Ukukhula kuze kufike ezinsukwini zesikole babekhazimula kakhulu futhi behlonipha. ”
Ngaphandle kwazo zonke izimemezelo ezinhle zenhloso izolo ukuqoqwa kongqongqoshe bezezimali baseYurophu ePoland noTim Geithner (omenyiwe futhi ongagxili emasangweni) kusabhekene nomsebenzi omkhulu, kodwa-ke, ngesonto eledlule izinketho zibukeka zilinganiselwe kakhulu zezinhlobo manje seziqala ukwakheka. Ngenkathi izinyanga ezintathu zokubolekwa kwemali yamadola emabhange amakhulu sezikhona njengayizolo, izingxoxo ngama-Eurobonds ziqhubekela phambili, uNkk Merkel noMongameli uSarkozy begcizelela ukuthi iGrisi ngeke ihluleke noma ishiye i-Euro, uChristine Lagarde ecindezela ukuthi kutholakale imali enkulu wamabhange (namabhange amakhulu) namabhange amakhulu ngamanye kanye neminyango kahulumeni wasekhaya ehambisanayo eqala inqubo yokuthambisa maqondana ne-QE eyengeziwe, ngokuqinisekile kunokwanele 'ebhokisini lamathuluzi' ukuze kutholakale izinqumo nezisombululo. Akungabazeki ukuthi kuzodingeka sibhekane namathuba ezepolitiki ngamaphiko athile angakwesokudla, sinethemba lokuthi sizothola ithuba lokwehlisa lokho abakubheka njengokuzivocavoca okukhulu kwezenhlalakahle yezezimali, kepha, uma umhlangano usuqedile indlela ecacile kufanele yenziwe ekugcineni. Uma kungenjalo ukungaqiniseki kuzoholela ekungabazeni okuthe xaxa mayelana nentando kanye nobuchwepheshe obudidiyele ukunqoba lesi simo esikhona manje.
Izimakethe zase-Asia zihlangane ngobusuku obubodwa nasekuseni maqondana nethemba elenziwe ukuxhaswa yibhange ledola elilodwa. INikkei ivale u-2.25%, i-Hang Seng yavala u-1.43%, i-CSI yavala i-marginal 0.18%. Izimakethe zase-Europe zizinhle, i-STOXX inyuke ngo-0.72%, i-DAX inyuke ngo-1.19%, i-CAC inyuke ngo-0.35% kuthi i-ftse inyuke ngo-0.8%. ikusasa lansuku zonke le-SPX liyisicaba. I-Brent crude ikhuphuke ngama- $ 91 emgqonyeni, iGolide iphansi ngama- $ 12 i-ounce.
Ukukhishwa kwedatha ukukhumbula (noma ngemuva) kokuvulwa kwe-NY kufaka inkomba yemizwa yabathengi yaseMichigan. Lo ngumbiko ohlola imizwa yabathengi emnothweni nakwezimali zomuntu siqu, ohlanganiswe ngocwaningo lwabathengi abavela emakhaya angama-500. Isibalo sokuqala sihlanganisa cishe i-60% yedatha esetshenziswe kusibalo sokugcina, futhi akuhloselwe ngokusemthethweni ukukhishelwa izethameli ezibanzi. Izibalo zokuqala zivulelwa abezindaba njalo-ke zifinyeleleka embonini yezezimali.
I-Euro yehle ngo-0.5% uma iqhathaniswa nedola. Ukubheka kancane eshadini le-D1 kunoma yikuphi ukubhangqa kweSwitzerland franc kwembula ukuthi, njengokudlala imali, iSwitzerland iphumile kulo mdlalo okwamanje, ngaphandle kwabaqaphi abazinikele kakhulu, abakhwabanisi okuthi uma kwenzeka betholakala eDelta ideski elilodwa ku-UBS nakanjani lizokuthola kungenzeki ukuthola imali elahlekile engu- € 2 bl.
iziphakamiso zemakethe zangaphambiliKweku AbodoliUkulahleka kwe-UBS
« Sikufisela usuku oluhle lukaLehman! Ngabe abaphathi bendawo yonke balahlekelwe ama-kryptonite abo, noma amamabula abo nje? Ukusebenza Kwe-US Dollar Liquidity Kuza »
IDelta One, lena yi-Control Tower Two Calling, Sicela Uphendule… Ngaphezulu
Septhemba 16 • Amazwana eMakethe • Ukubukwa okungu-6009 • Amazwana Off ku-Delta One, lokhu yi-Control Tower Two Calling, Sicela Uphendule… Ngaphezulu
Esinye seziyalezo zokuqala ezibaluleke kakhulu ezinikezwa abashayeli bezindiza abasanda kungena ezindleleni zokuxhumana nombhoshongo wokulawula izindiza ukugcina ukuxhumana kufushane, kucacile futhi kuhambisana. “Cabanga ukuthi uzothini ngaphambi kokukusho. Engqondweni bhekisisa kahle lokho ozokusho ngaphambi kokuthinta umsakazo futhi ukugcine engqondweni. ” EDelta ideski elilodwa e-UBS, iphrofayili yomthengisi wezezimali uKweku Adoboli ube nesicelo esifushane, esicacile futhi esifanele kubangani bakhe: "Dinga isimangaliso." Njengoba ebhajwe, ngenxa yokwehla ngokushesha kwe-franc yaseSwitzerland ngemuva kwesinqumo 'sekhonkwane' seSNB, manje wayesesemgodini omkhulu futhi wayazi ukuthi akanaso isitebhisi sokuphunyuka noma umhubhe. Umcabango osangulukisayo wanoma yibaphi abathengisi abazuze ekuweni okucijile kwe-CHF franc ngesonto eledlule; kungahle kube nomunye umuntu ngakolunye uhlangothi lwezohwebo, ukubhalwa kwemali ebhange ngokwazisa okuqhubekayo kwe-franc kuyindlela eyodwa yokubheja.
E-Delta ideski elilodwa i-Adoboli ibiphethe ukuhweba kwamakhasimende okuphatha, ukuhweba ngezokuphepha ezahlukahlukene ezisiza amaklayenti ukuqagela nokubiyela obhasikidi bezokuphepha. Uma amaklayenti efisa ukufinyeza izimali zaseSwitzerland, (elindele ukuthi i-franc inyuke), ideski lizoklama ukuhweba futhi lisebenzise inhlanganisela ye; i-equity swaps, ikusasa kanye ne-ETFs ngethemba lokuthi izokufeza. Ama-derivatives kufanele (ngombono) abonise ukuphepha abakulandelelayo, empeleni aqinisekise ukuvikeleka kwezimakethe futhi ngenxa yalokho akufanele kube nobungozi obengeziwe ebhange.
Lesi siqephu sisikhumbuza ukuthi intambo phakathi kwempumelelo nokwehluleka ikuphi emazingeni aphezulu okuhweba. Ngazo zonke izikhalazo, ama-algorithms, imibono, ubuchwepheshe obuhle kakhulu nezingqondo onazo imboni yethu isalokhu isho emshweni obizwa ngomthengisi okhaliphile nodumile uJesse Livermore; “Awusoze wazi” uze ubheje! ”
Kuzoba nabaningi phakathi kwethu abazizwa bezwelana nomhwebi, abanye bethu kungenzeka ukuthi basule ama-akhawunti ethu okuhweba, (ngethemba ukuthi ama-akhawunti amancane ngenkathi efunda ubuciko bethu), kanti ngenkathi ibinzana elithi "konke kuhlobene" alifanisi neze nokuqedwa € 2billion sizoyibona imizwa yobuhlungu, ukuthotshiswa nokuphelelwa yithemba. Ubaba kaKweku Adoboli kubikwa ukuthi unenhliziyo ebuhlungu ngemuva kokuvela kwalezi zindaba, amazwi akhe abuyisa isimo somuntu sokulahleka, futhi ngaphambi kokuba sonke sigijimele ukugxeka mhlawumbe kunencazelo elula yokuthi i-UBS ibingafuni ukusakazwa, ukuhweba kwakhe okukhulu okulahlekile ukulahlekelwa kwabo ukuhweba, nokusolwa nokusolwa ngokwehluleka kohlelo kuhlezi kungokwabo hhayi ngobunye.
Engxoxweni abe nayo neReuters, uJohn Adoboli, isisebenzi esesathatha umhlalaphansi se-United Nations esivela eGhana, sithe siyazi ukuthi umkhakha wezezimali uyindawo enobungozi obukhulu, kodwa akangabazi ukuthi unekhono nendodana yakhe.
“Ngokwalokho okushiwo yimibiko, kungenzeka ukuthi wenza iphutha noma isinqumo esingalungile, sonke silapha sifunda zonke izinto nazo zonke izinto ezikhulunywa ngaye. Umndeni udabukile ngoba ukukhwabanisa akuyona indlela yethu yokuphila. Ngibakhulisile baba ngabantu abesaba uNkulunkulu nokwazisa isizotha. Ukukhula kuze kufike ezinsukwini zesikole babekhazimula kakhulu futhi behlonipha. ”
Ngaphandle kwazo zonke izimemezelo ezinhle zenhloso izolo ukuqoqwa kongqongqoshe bezezimali baseYurophu ePoland noTim Geithner (omenyiwe futhi ongagxili emasangweni) kusabhekene nomsebenzi omkhulu, kodwa-ke, ngesonto eledlule izinketho zibukeka zilinganiselwe kakhulu zezinhlobo manje seziqala ukwakheka. Ngenkathi izinyanga ezintathu zokubolekwa kwemali yamadola emabhange amakhulu sezikhona njengayizolo, izingxoxo ngama-Eurobonds ziqhubekela phambili, uNkk Merkel noMongameli uSarkozy begcizelela ukuthi iGrisi ngeke ihluleke noma ishiye i-Euro, uChristine Lagarde ecindezela ukuthi kutholakale imali enkulu wamabhange (namabhange amakhulu) namabhange amakhulu ngamanye kanye neminyango kahulumeni wasekhaya ehambisanayo eqala inqubo yokuthambisa maqondana ne-QE eyengeziwe, ngokuqinisekile kunokwanele 'ebhokisini lamathuluzi' ukuze kutholakale izinqumo nezisombululo. Akungabazeki ukuthi kuzodingeka sibhekane namathuba ezepolitiki ngamaphiko athile angakwesokudla, sinethemba lokuthi sizothola ithuba lokwehlisa lokho abakubheka njengokuzivocavoca okukhulu kwezenhlalakahle yezezimali, kepha, uma umhlangano usuqedile indlela ecacile kufanele yenziwe ekugcineni. Uma kungenjalo ukungaqiniseki kuzoholela ekungabazeni okuthe xaxa mayelana nentando kanye nobuchwepheshe obudidiyele ukunqoba lesi simo esikhona manje.
Izimakethe zase-Asia zihlangane ngobusuku obubodwa nasekuseni maqondana nethemba elenziwe ukuxhaswa yibhange ledola elilodwa. INikkei ivale u-2.25%, i-Hang Seng yavala u-1.43%, i-CSI yavala i-marginal 0.18%. Izimakethe zase-Europe zizinhle, i-STOXX inyuke ngo-0.72%, i-DAX inyuke ngo-1.19%, i-CAC inyuke ngo-0.35% kuthi i-ftse inyuke ngo-0.8%. ikusasa lansuku zonke le-SPX liyisicaba. I-Brent crude ikhuphuke ngama- $ 91 emgqonyeni, iGolide iphansi ngama- $ 12 i-ounce.
Ukukhishwa kwedatha ukukhumbula (noma ngemuva) kokuvulwa kwe-NY kufaka inkomba yemizwa yabathengi yaseMichigan. Lo ngumbiko ohlola imizwa yabathengi emnothweni nakwezimali zomuntu siqu, ohlanganiswe ngocwaningo lwabathengi abavela emakhaya angama-500. Isibalo sokuqala sihlanganisa cishe i-60% yedatha esetshenziswe kusibalo sokugcina, futhi akuhloselwe ngokusemthethweni ukukhishelwa izethameli ezibanzi. Izibalo zokuqala zivulelwa abezindaba njalo-ke zifinyeleleka embonini yezezimali.
I-Euro yehle ngo-0.5% uma iqhathaniswa nedola. Ukubheka kancane eshadini le-D1 kunoma yikuphi ukubhangqa kweSwitzerland franc kwembula ukuthi, njengokudlala imali, iSwitzerland iphumile kulo mdlalo okwamanje, ngaphandle kwabaqaphi abazinikele kakhulu, abakhwabanisi okuthi uma kwenzeka betholakala eDelta ideski elilodwa ku-UBS nakanjani lizokuthola kungenzeki ukuthola imali elahlekile engu- € 2 bl.
iziphakamiso zemakethe zangaphambiliKweku AbodoliUkulahleka kwe-UBS
« Sikufisela usuku oluhle lukaLehman! Ngabe abaphathi bendawo yonke balahlekelwe ama-kryptonite abo, noma amamabula abo nje? Ukusebenza Kwe-US Dollar Liquidity Kuza »