Izimakethe zamasheya zomhlaba wonke ziyadayiswa njengoba izingxoxo zezohwebo zase-USA-China ziseduze, uwoyela uyancipha ekukhuphukeni kwempahla.

UJan 29 • Ukushayela kwe-Morning Roll • Ukubukwa okungu-1691 • Amazwana Off Ezimakethe zamasheya zomhlaba wonke ziyadayiswa njengoba izingxoxo zohwebo ze-USA-China ziseduze, uwoyela uyancipha ekukhuphukeni kwempahla.

Ukuhweba kwe-Bearish eYurophu kubeke ithoni ekuhwebeni kwamasheya aseWestern Hemisphere ngoMsombuluko, izimakethe ezinkulu e-UK, France naseJalimane zonke zivalwe kakhulu. I-UK FTSE 100 iqede usuku phansi ngo-0.91%, kanti i-DAX iphetha usuku lokuhweba phansi ngo-0.63%. Ukukhathazeka okujwayelekile kusalokhu kusabambile kubatshalizimali bezimakethe zaseYurophu, okudambisa umuzwa wonke.

Idatha ye-PMI edumazayo ehlobene ne-Eurozone yanyatheliswa ngesonto eledlule, egeja izibikezelo ngebanga elithile, ngenkathi iveza ukuthi (emikhakheni ethile) iJalimane isinye kuphela isibikezelo esigejiwe esisekude nokungena ekuwohlokeni komnotho. Ukufundwa okubuthakathaka kwe-Markit PMI kuphinde kwagcizelelwa yi-ECB yehlisa izibikezelo zayo zokukhula. Njengomthombo onamandla wokukhula kwe-Europe, umthelela we-ripple okungenzeka ukuwohloka komkhakha eJalimane okungase kubangele, akufanele uthathwe kancane, ngokomthelela kuwo wonke umuzwa wemakethe yomhlaba wonke.

Ngamavoti e-Brexit ezichibiyelweni ezihlukahlukene, okuhlelwe ukuthi zenzeke ePhalamende lase-UK ngoLwesibili kusihlwa, ngoMsombuluko i-sterling izabalaze kanzima ukugcina umfutho, okubangele ukuthi i-GBP/USD inyuke cishe. 2.5% ngesonto eledlule. Umbhangqwana omkhulu wawuhweba eduze nendawo ye-pivot yansuku zonke ku-1.316, yehle ngo-0.37% ekuhwebeni kwakusihlwa ngoMsombuluko. Ipheya yemali, evame ukubizwa ngokuthi “ikhebula”, ikhuphuke ngo-3.64% nyanga zonke, kodwa ihweba phansi -6.47% ngonyaka. I-EUR/GBP ikhuphuke ngo-0.53% ngosuku, yephula u-R1 ngesikhathi sasekuseni seseshini yokuhweba yaseLondon-European, ivala izikhathi zokuhweba zosuku ku-0.868. Naphezu kwethemba lakamuva mayelana nokungavunyelwa kwe-Brexit okungenzeka igwenywe, i-EUR/GBP ikhawulele ukulahlekelwa kwayo ku--1.53% masonto onke.

Iqoqo lamabhizinisi azinze e-UK laqala ukunxenxa uhulumeni wase-UK. ngoMsombuluko, ukucela i-EU ukuthi imise umthetho wokuhoxiswa kwe-athikili 50. Ngaleso sikhathi, abaphathi bezitolo ezinkulu e-UK empeleni baxwayise ngokuthi ukuphuma ngaphandle kwesivumelwano, kuzobangela ukuthi amashalofu abo ezitolo ezinkulu angabi namikhiqizo emisha futhi kubangele ukuthi amanani ezinto eziyisisekelo enyuke amanani ngendlela emangalisayo.

Izimakethe zase-USA ziqhubekile nomqondo wemakethe oshibhile obekwe yi-Europe ekuqaleni kosuku, izinkampani ezimbili ezinkulu ezweni zifake izibalo zemali engenayo ezidumazayo, ezikhombisa umonakalo odalwe yintela kaTrump (ngokwengxenye). Isitshalo esisindayo, umkhiqizi wemishini iCaterpillar, evame ukubhekwa njengethemometha; ukukala impilo kanye nezinga lokushisa lokuzethemba kwebhizinisi lomhlaba wonke kanye nomsebenzi, kubone ukwehla kwentengo yezabelo zayo ngokusondela ku-8%, ngenxa yenzuzo yalo yekota engekho izilinganiso ze-Wall Street ngebanga elithile.

Inkampani isole ukwehla kwenzuzo kulokhu: ukuthambisa isidingo samaShayina, idola eliqinile, izindleko eziphezulu zokukhiqiza nezimpahla, ikakhulukazi njengoba i-USD izuze uma iqhathaniswa nezinhlobo ezithile zemali zase-Asia ngonyaka ka-2018, ikakhulukazi i-yuan, njengoba inqubomgomo kaTrump yentela yahlehla, ngokwenza ukuthunyelwa kwe-US kwamanye amazwe kubize kakhulu. kubakhiqizi basekhaya.

I-American, i-chipmaker yemidlalo yamakhompiyutha, uNvidia, nayo yehle ngentengo ngemuva kokushicilela izibalo zayo zakamuva zokusebenza, yehle ngamaphesenti angaphezu kuka-12 phakathi nosuku, ngemuva kokuthi umenzi we-chip ehlehlise izilinganiso zemali engenayo yekota yesine, cishe ngengxenye yesigidigidi samadola. Le nkampani yashaywa kanzima yisidingo esibuthakathaka sama-chips ayo emidlalo e-China futhi iphansi kunokuthengiswa kwesikhungo sedatha.

I-Dow Jones Industrial Average ibhalise ukwehla ngamaphuzu acishe abe ngu-300, noma u-1.23% phakathi nezinsuku zantambama zase-US, njengoba ithemba lalifiphala lokuthi izingxoxo ze-USA-China zizoba nomphumela omuhle. Kodwa-ke, njengoba ukuhweba kusondela ekupheleni, inkomba iphinde yathola indawo elahlekile kwathi ngo-20:15pm isikhathi sase-UK inkomba isifinyelele ukulahlekelwa, yaba phansi ngamaphuzu angama-250, noma u-1%. I-SPX ilahlekelwe amaphuzu angu-25, noma u-0.89%, kuyilapho i-Nasdaq Composite yehle ngo-1.35%, yehla ngaphansi kwesibambo esibalulekile esingu-7,000, ukuze ihwebe ku-6,670. I-EUR/USD ikhuphuke ngamaphesenti angu-0.13% yaya ku-1.142, kuyilapho i-USD/JPY ikhuphuke ngo-0.14% ngo-109.35.

Izinkampani zamandla kawoyela zase-US zibike ngesonto eledlule ngokwenyuka kwesibalo semishini yokumba uwoyela, okokuqala ngqa kusukela ngasekupheleni kukaDisemba 2018. Ukukhiqizwa kukawoyela ongahluziwe wase-US, okukhuphuke kwaqopha umlando wemiphongolo eyizigidi eziyi-11.9 ngosuku emasontweni okugcina ka-2018. umuzwa omubi emakethe kawoyela. Ngezikhathi zokuhweba zangoMsombuluko i-WTI crude ivale usuku lwehle cishe. 3% ngo-$42.14 umphongolo ngamunye, kanti intengo ye-Brent idonsa kanzima ukugcina isibambo somphongolo esingu-$60.

Kunokukhishwa kwezindaba okumbalwa okunomthelela omkhulu, okuhlobene nomnotho wase-US, abahwebi be-FX okufanele bahlale bewuqaphile, phakathi nezikhathi zokuhweba zangoLwesibili. Ibhalansi yezimpahla zohwebo ethuthukisiwe izoshicilelwa, njengokufunda kwakamuva ukuzethemba komthengi okuvela kuBhodi Yenkomfa. Ukufundwa ngokuzethemba kubikezelwa ukuthi kuzokwehla kufinyelele ku-124.6 ngoJanuwari, ukusuka ku-128.1. Kuzophinde kuphrintwe amamethrikhi entengo endlu ye-S&P Case Schiller, abahlaziyi bazocubungula idatha ukuze bathole izimpawu zokuthi izindleko eziphakeme zokuboleka zinomthelela emuzweni womthengi wendlu. Ukufundwa kwenhlanganisela yamadolobha angama-20 kulindeleke ukuthi kwehle kunyuke ngo-4.9% ngonyaka kuze kufike kuNovemba, kusuka ku-5.04% ngaphambilini.

Ezehlakalweni zezindaba ezibalulekile ezingabaliwe ekhalendeni lezomnotho, i-United States ne-China bazoqala izingxoxo ngoLwesithathu ngoJanuwari 30, emzamweni wokuxazulula ukungezwani kwabo, maqondana nenqubomgomo ye-tit for tat, tariff, womabili la mazwe ahlanganyele kusukela ngo-2018. Abadayisi be-FX kuzodingeka futhi bafake intengo yenani ledola laseMelika ngokuhlobene nedatha elindile yokukhula kwe-GDP, ezoshicilelwa ngoLwesithathu. Isikhungo sezindaba sakwaReuters sibikezela ukuthi izokwehla ifike ku-2.6% ngonyaka, isuka ezingeni langaphambilini elingu-3.4%. Lokhu kufundwa kuzokhishwa ngosuku i-FOMC ememezela ngalo inqubomgomo yayo yakamuva yokubeka amanani, ngemuva kochungechunge lwezinsuku ezimbili. Okulindelekile ukuthi izihlalo ze-Fed zizomemezela ukuthi alukho ushintsho enanini lenzalo elingu-2.5%, ngenkathi iletha umbono wenqubomgomo kanye nesimo esibi kakhulu, esisekelwe ekuntengeni isidingo somhlaba wonke.

IMICIMBI YEKHALENDA LEZOMNOTHO NGOMHLAKA 29 JANUARY

Izimo zebhizinisi ze-AUD National Australia Bank (Dec)
I-AUD National Australia Bank's Business Confidence (Dec)
Ibhalansi Yokuhweba ye-CHF (Nov)
I-CHF Exports (MoM) (Dec)
I-CHF Imports (MoM) (Nov)
I-USD Redbook index (MoM) (Jan 25)
I-USD Redbook index (YoY) (Jan 25)
I-USD S&P/Case-Shiller Price Price Indices (YoY) (Nov)
I-USD Consumer Confidence (Jan)
Indali ye-USD yamaviki angama-52
Indali yeNothi Yeminyaka engu-USD engu-7
Ivoti lePhalamende lase-UK le-GBP ngoHlelo lwe-Brexit B
I-USD API Weekly Crude Oil Stock (Jan 25)

 

Amazwana zivaliwe.

« »