Izimakethe zezimali zomhlaba jikelele zimisa umzila wokuqala, odalwe yizinsongo zentela yezokuxhumana zikaTrump uma kuqhathaniswa neChina, ukunyuka kwe-USD esimisweni saseNew York.
Izimakethe ezinkulu zama-Chinese equity zithengiswe nge-circa 5% ngesikhathi seseshini yase-Asia ngoMsombuluko ekuseni, njengoba izinkomba zokulingana zeShanghai Composite kanye ne-CSI zehle ngenani lazo elikhulu eminyakeni emithathu. Ngemuva kwemibiko yakamuva yokuvuma okulindelekile, okuvunyelwene kancane yiChina ne-USA, empini yabo yokuhweba nasezingxoxweni zamanani entela, amatafula aguqulwe ngeSonto kusihlwa, njengoba uMongameli uTrump ethathe izinkundla zokuxhumana enza izinsongo ezintsha ngokuqhathaniswa neChina. Uveze ukuthi amanani akhokhwa njengamanje ayi-10% ku- $ 200m yokungeniswa kwamaShayina azonyuka afike ku-25% ngoLwesihlanu lwaleli sonto, nokuthi konke ukuthengwa okusalele, okuyisamba esingu- $ 550b, nakho kuzokhokhiswa intela yenani elifanayo.
Ingqondo yalokhu kuhamba ibonakala isobala impela; UTrump ubefuna ukuziphindiselela yena kuqala, ngokususelwa ekutheni iChina ibingazimisele ukugudluka. Esikhundleni sokubuyela emuva, noma mhlawumbe ukuzama ukuchaza isikhundla sakhe, uTrump umane waqinisa izinsongo zakhe ngesikhathi sokuhweba ngoMsombuluko eNew York. Ngaphandle kwezinsongo, izimakethe zezimali zase-USA zavalwa kancane; i-SPX ivaliwe -0.45% kwathi i-NASDAQ yehla -0.50%. Ngemuva kokubheka ukuthi kungenzeka wephule i- $ 60.00 isibambo somgqomo ekuqaleni kweseshini yasekuseni, uwoyela we-WTI wenze ukululama esimisweni santambama, ngo-11: 00 kusihlwa, impahla leyo ithengiswe ngo- $ 62.25, yenyuka ngo-0.50%.
Ngo-22: 30 ntambama isikhathi sase-UK, inkomba yedola, i-DXY, ithengiswe isondela kufulethi ngo-97.33. Ngokuqhathaniswa neningi lontanga bayo i-USD ithengisiwe; GBP / USD phansi -0.63%, EUR / USD phansi -0.10%, NZD / USD phansi -0.60% kanye ne-AUD / USD phansi -0.53%. Ama-kiwi nama-Aussie dollar athengiswa ngenxa yomthelela omkhulu wezinsongo zamanani entengo zaseChina, ngenkathi idola lisebenza njengempahla yendabuko ephephile, ukuze kubekwe engcupheni abatshalizimali abakhathazekile ngesikhundla sikaTrump.
Ama-yen aseJapan, ngokusobala imali evelele kunazo zonke, yendabuko, ephephile, aphakeme uma kuqhathaniswa neningi lontanga, kufaka phakathi idola laseMelika ngezikhathi zangoMsombuluko; ngo-10: 30 kusihlwa i-USD / JPY ithengiswe phansi -0.38% ngo-110.35, igcina isikhundla esingaphezulu kwesibambo / inombolo eyindilinga engu-110.00, evame ukubhekwa njengendawo ebalulekile yokwesekwa, ngabahwebi bezinga lesikhungo. Umbhangqwana omkhulu wemali uhweba ngaphansi kwama-DMA ayi-100 nangu-200 futhi uphrinte inani lawo eliphansi kakhulu ku-approx. amasonto amahlanu, kusukela ngo-Ephreli 1.
Izimakethe zase-Europe zivuleke ngamandla ngoMsombuluko ekuseni, kulandela ukweqisa, ukuthengisa, ukuthengisa izimakethe zase-Asia. Kodwa-ke, i-DAX yaseJalimane ne-CAC yaseFrance bathole indawo elahlekile, njengoba iNew York ivule futhi ukuthengiswa, okuqagulwe izimakethe zesikhathi esizayo zezinkomba zezimali zase-USA, akuzange kwenzeke. Ngesikhathi kuvalwa ukuhweba nge-Eurozone i-DAX ivale -1.01% kwathi i-CAC yehla -1.18%. I-euro ibhekane nenhlanhla exubile uma iqhathaniswa nontanga yayo, ikhuphuka iqhathanise nezinga eliphakeme, i-kiwi, i-Aussie ne-Canada dollars, kanye ne-Swiss franc. Ukuqhathanisa ne-JPY i-euro yawa, njengoba isikhalazo se-yen esiphephile savela kuwo wonke ama-pair we-JPY.
Ama-Markit PMIs amahle aphrintelwe i-Eurozone phakathi neseshini yasekuseni, asize i-euro ukuthi inyuke, izinsizakalo ezibalulekile nezinhlanganisela zikhuphuke kuyo yonke iminotho emikhulu nokuthengiswa okubanzi kwe-EZ Retail kwe-Eurozone nakho kushaye isibikezelo; ekhuphuka ngo-1.9% unyaka nonyaka. Ukubulawa kwemininingwane emihle kungenzeka kwaqeda ukwesaba kokuthi imikhakha ethile ye-EZ yayidlala ngothando ngengcindezi yokwehla kwamandla emali.
I-Sterling ithengiswe ngokuqhathaniswa nontanga abaningana, ngo-22: 45 pm isikhathi sase-UK ngoMsombuluko ngoMeyi 6, i-GPB / USD ithengiswe phansi -0.63%, i-EUR / GBP -0.58%, i-GBP / i-JPY phansi -1.01%, ne-GBP / CHF phansi - 0.44%. Umbono we-bearish ophathelene nephawundi lase-UK uvele ngenxa yemibiko yokuthi amaqembu amabili ezepolitiki, iTory and Labour, asondele ekumiseni izingxoxo zesivumelwano sokuhoxa.
IKhansela le-Labour shadow lathi kuyamcasula ukuthi uNdunankulu uMay wayedalule imininingwane yezingxoxo, kanti amaPhalamende, ezinhlangothini zombili zamabhentshi e-House of Commons, ayekuphikisa ukuphikisana kwawo nesivumelwano sokuhoxa, ngenxa yezizathu ezahlukene. Ukuwa kwe-GBP kungenzeka ukuthi kwavalwa ngenxa yokuthi izimakethe zaseLondon zavalwa ngalolo suku. Abadayisi bezinkomba ze-FX nezimali zokulingana bazokwaziswa ukuthi babheke ngokucophelela ukuhweba kwabo kwe-GBP ne-FTSE, uma izimakethe ze-forex nezokulingana zivule ngokuphelele, ngoLwesibili ekuseni.
NgoLwesibili ekuseni, imicimbi esemqoka yaseYurophu ehlelelwe ukukhishwa ekhalendeni, ithinta ama-oda efektri yaseJalimane, inyanga nenyanga nonyaka. AbakwaReuters babikezela intuthuko enkulu, ngama-oda akhuphuke ngo-1.5% ngoMashi, kusuka ekuweni okushayisa ngo -5.4% okurekhodwe ngoFebhuwari. IMarkit PMI yaseGerman yokwakha nayo izobhekwa ngeso lokhozi ukuthola izimpawu zokuthi ukuwa kwakamuva emsebenzini waseJalimane, sekuboshiwe. I-euro ingaphendula kulolu chungechunge lwedatha yomthelela ophakathi. Ukukhishwa kwemininingwane ebalulekile yezomnotho ngokuphathelene ne-USA ngoLwesibili ntambama kufaka ama-JOLTS (amathuba emisebenzi) akamuva; isibikezelo sokuvulwa kwemisebenzi cishe ku-7.35m, kanti isikweletu sabathengi kulindeleke ukuthi sikhombise ukukhuphuka ngoMashi, nge $ 16b. Ukunakwa okwenzeka kusihlwa kuphendukela kwimininingwane yaseJapan esimisweni saseSydney-Asia, njengoba kushicilelwa imizuzu yomhlangano wokugcina wamazinga we-BOJ ngoMashi.
« Ilinde kuze kufike imakethe kuwe. Isho ukuthini le nkulumo nokuthi yiluphi uhlelo lokuhweba esingalwakha, ukwenza amasu wokuhweba we-FX ngokususelwa kumqondo? Idola le-Aussie liyakhuphuka njengoba i-RBA idelela izibikezelo ngokugcina inani lemali lingashintshi ku-1.50%, izimakethe zase-Asia zizinzile ngemuva kwezinsongo ezengeziwe zikaTrump uma kuqhathaniswa namaShayina. »
