Izitoko zomhlaba ziyaqhubeka nokululama, idola liyaqhubeka nokwehla kwalo, njengoba i-USD / CHF iwela ezansi engabonwa kusukela ngoJuni 2015, igolide liyaqhubeka rally yakamuva
Izilonda zabatshalizimali, maqondana nokwesaba kwe-inflation okuletha phambili ukukhuphuka kwezinga le-FOMC, ziyizikhumbuzo ezikhunjulwa ngokushesha, njengoba i-SPX manje isijabulele umhlangano wayo wezinsuku ezinhlanu ohamba phambili kusukela ngo-2011.
Abahwebi nabatshalizimali sebebuyelwa ukuzethemba futhi abahlaziyi abaningana nabaqambi bemibono bamatasa babhala kabusha imibono yabo, yokuthi kungani izimakethe ziwile okwesikhashana. Isivuno seminyaka eyishumi somgcinimafa esifinyelela ku-3%, sithathwa njengendawo yokuthola imali yokuthengisa eseduze kwemakethe, siku-2.9% kepha akusabonakali njengokukhathazeka. Eqinisweni, ngokusho kukaLeo Grohowski, isikhulu esiphezulu sezotshalomali se-BNY Mellon Wealth Management:
“Imakethe ikhomba ukuthi amaphesenti amathathu agayeke ngomkhiqizo weminyaka eyishumi. Uma nje isizathu sokuthi ufinyelela ezingeni lamaphesenti ama-3 siqhutshwa umuzwa ongcono ngokukhula komnotho, okuholela ekuzizweni okungcono ngenzuzo yezinkampani. Futhi yilokho engikuzwa kwenzeka. ”
Uyazi ukuthi izimakethe ziphinda zisondela kwezempilo, lapho ukukhishwa kwezindaba eziyisisekelo ezilahlekelwe imigomo ngoLwesine, kwehlulekile ukuqeda ubungozi bokuba nethemba. Izicelo zamasonto onke ezingenamsebenzi nezimangalo eziqhubekayo zehla e-USA, ukufundwa kokukhiqizwa kwe-Empire Fed kwehle kwafika ku-13.1 kusuka ku-18, ukukhuphuka kwamanani entengo yabakhiqizi kukhuphukile, ukukhiqizwa kwezimboni kwaphenduka kwaba kubi (ngo -0.1%) ngoJanuwari kanti ukukhiqizwa kokukhiqiza kwakucabalele ngayo leyo nyanga. Ukuhlala esihlokweni semininingwane yaseNyakatho Melika, ukuthengisa kwasekhaya kwaseCanada kwathatha ukugeleza kwamakhala okungalindelekile ngoJanuwari, kwehla kusuka ku-4.5% ngoDisemba kuya ku -14.5%, ukuwa okungenakususwa nje njengenkathi ethile yonyaka.
I-DJIA ne-SPX bavale ngaphezulu kuka-1.20% ngosuku nge-NASDAQ manje inyuke ngaphezu kwe-5% YTD, ngenkathi inkomba yedola iqhubeka nokuthengisa kwayo kwakamuva, kwaqeda usuku lwehla cishe ngo-0.5%. I-USD / JPY manje seyilele kwi-intraday ephansi ecishe ibe ngu-106.00, okuyizinga elingakaze libonwe kusukela ngoNovemba 2016. Kodwa-ke, yize iziphathimandla zase-USA zithi "yen iphezulu kakhulu", imali yaseJapan yehle kakhulu uma iqhathaniswa nabanye ontanga ngonyaka we-2017, ukukhishwa ubuthakathaka obuqhubekayo bedola, hhayi amandla we-yen.
Igolide ligcine ukuthambekela kwalo kwamuva kuye phezulu, kwafinyelela ku-intraday ephezulu ye-1,357, okuyizinga elingazange libonwe kusukela ngoJanuwari 26, okuguqukile okukhulu selokhu kwanyatheliswa i-YTD low 1,310, ngasekupheleni kwesonto eledlule. I-WTI ekugcineni yavuka ngosuku, ngemuva kokushaywa ibanga ngokuchema okukhulayo; ukubuyiselwa emuva nge- $ 60 isibambo somgqomo.
Izindaba ezibalulekile ezivela e-UK nase-Eurozone zazimbalwa, ibhalansi yezohwebo elungiswe ngezikhathi ezithile ze-EZ; ukushaya isibikezelo ngokungena ngo- $ 23.8b, bekuwukuphela kokukhishwa okuphawulekayo. Izindaba zeBrexit zanoma yimuphi umthelela zibonakala zithatha usuku lokuphumula, kepha abathengisi nabahlaziyi bazominza ezindabeni zeBrexit uma uMashi efika futhi iqembu lezingxoxo lase-UK kuze kube kamuva kuleyo nyanga, ukuze livume uhlelo lokuphuma kanye nesivumelwano sokuhweba, ne-European Commission . I-euro ithole inzuzo uma iqhathaniswa nontanga abaningana, ngenkathi i-sterling iqhubeka nokululama kwayo kwakamuva uma iqhathaniswa nedola laseMelika, yephula isibambo esibucayi se-1.400 futhi yafinyelela ku-intraday ephezulu engakaze ibonwe kusukela ngoFebhuwari 6. Izimakethe zokulingana zaseYurophu zaphrinta nokuzuza kulo lonke ibhodi, yize zilinganiselwe kakhulu uma kuqhathaniswa nozakwabo base-USA.
IDOLELA LASEMelika
I-USD / JPY ithengiswe ebangeni elincane le-bearish le-approx. U-0.3% ngezikhathi zokuhweba zangoLwesine, esabisa ngokuwela ngesibambo se-106.00 esigabeni esisodwa, ukuvala eduze kwe-S1, kwehle cishe u-0.3% ku-106.11, okuyizinga eliphansi kakhulu elibonwe kusukela ngoNovemba 2016. I-USD / CHF yathumela i-intraday low engabonakali kusukela ngoJulayi U-2015, esongela ukwephula isibambo esingu-0.9200, avale usuku ngo-0.923, nge-approx engezansi. 0.5%, iwele nge-S1. I-USD / CAD ithengiswe ebangeni eliwumngcingo, ngokuchema kuya kokubi, ukuvala usuku phansi nge-0.2%, ngaphansi kwesibambo se-1.2500, ku-1.248.
UKUQALA
I-GBP / USD ithengiswe ngobubanzi obuncane be-bullish usuku lonke, njengoba ibuyise isibambo se-1.400, ivala cishe i-0.4% ku-1.409, ngenhla nje kwezinga lokuqala lokumelana. ISterling ibone inzuzo yayo enkulu kakhulu yansuku zonke uma iqhathaniswa nedola laseCanada; I-GPB / CAD ivala usuku inyuke ngo-0.4% icishe ifike ku-R1, ihlehle isuka ku-R2, futhi ifinyelele ku-intraday futhi ephakeme masonto onke engakaze ibonwe kusukela ngoMeyi 2017.
EURO
I-EUR / GBP ithengiswe ebangeni elincane le-bearish, ngemuva kokuqala ukukhuphuka nge-PP yansuku zonke, iwela nge-S1 ukuvala usuku lwehle ngo-0.4%, ngo-0.886. I-EUR / USD ithengiswe ngobubanzi obuncane ngokuchema phezulu, kuvalwa cishe u-0.3%, ku-1.2503 eduze ne-R1, kubuyiswa isibambo esibucayi se-1.2500, esithathwa njengezinga lobuchwepheshe elizobukwa.
GOLD
I-XAU / USD ithengiswe ebangeni elincanyana ngokuchema kuya phezulu, ifinyelela ku-intraday yansuku zonke ephakeme ngo-1,357, inyuke ngo-0.2% ngosuku. Intengo yensimbi eyigugu itholakale kakhulu selokhu yathumela amanani aphansi ngonyaka angama-1,310 ngoFebhuwari 8. Ukuphakama kwaminyaka yonke kwe-circa 1,366 kungathathwa njengokuhlosiwe kwesikhashana.
IZIKHOKHISI ZESITHOMBE SANGOMABHEBHARI 15th.
• I-DJIA ivale u-1.23%.
• I-SPX ivale u-1.21%.
• I-FTSE 100 ivale u-0.29%.
• I-DAX ivale u-0.06%.
• I-CAC ivale u-1.11%.
IZENZAKALO ZEKHALENDA EZISEMQOKA ZOMNOTHO NGO-FEBRUARY 16.
• I-GBP. I-Retail Sales Ex Auto Fuel (YoY) (JAN).
• USD. Inkomba Yentengo Yokungenisa ex Petroleum (MoM) (JAN).
• USD. Inkomba Yamanani Okuthekelisa (YoY) (JAN).
• USD. Ukuqala Kwezindlu (MoM) (JAN).
• USD. Izimvume Zokwakha (MoM) (JAN).
• USD. U. weMich. Sentiment (FEB P).
KWEZOMNOTHO KUKHULULEKA UKUQAPHA NGOLWESIHLANU FEBRUARY 16.
Izibalo zakamuva zokudayiswa kwe-UK zizobhekwa kakhulu ohlelweni lwasekuseni lwase-Europe, ukufundwa kukaDisemba okwashicilelwa ngoJanuwari kwabangela ukushaqeka ngokufika phansi -0.6% MoM. Isibikezelo senzelwe ukubuyela emuva ngoJanuwari, kepha emnothweni othembele kakhulu emkhakheni wezokuthengisa ekukhuleni kwe-GDP nasekuqashweni, lokhu kufunda kuba nokubaluleka okukhulu, ngenxa yeBrexit ezayo.
Imininingwane esemqoka yase-USA eshicilelwe ngoLwesihlanu ifaka phakathi izibalo zakamuva zokungenisa nezokuthekelisa nezibalo zezindlu zezimvume nezokuqala kwezindlu. Womabili amamethrikhi awela endaweni engemihle, okungaqagelwa ngokuphelele uma kunqunywa ukusikwa kwesizini okutholakale embonini ngoDisemba. Kodwa-ke, abahlaziyi kanye nabatshalizimali bazobe befuna ukubuyela emuva ekwakhiweni kanye nomfutho jikelele nemizwa kulo mkhakha, kusuka ezibalweni zakamuva. Ukufundwa kwemizwa yaseyunivesithi yaseMichigan kungenye yamamethrikhi wedatha atholakalayo asondelene kakhulu, afana nokufundwa kwebhodi lenkomfa, lo mbiko wefa uvame ukuhlinzeka ngesibonisi esiholayo sokuthi imizwa yabathengi ingabhekiswa kuphi, esikhathini esifushane kuya kwaphakathi eMelika.
« Kusetshenziswa isu elilula lokuhweba ngosuku ngababili abakhulu kungaba yindlela enengqondo kakhulu yabadayisi abasha nabasebenza ngezikhathi ezithile ISIKHUNGO SOMAKHATHI WESONTO 19/2 - 23/2 | Isibalo sakamuva seGDP sokukhula kwe-UK kanye nokukhishwa kwemizuzu yokusetha isilinganiso se-FOMC kuzoba yimicimbi yekhalenda ebhekwe kakhulu phakathi nesonto elizayo »
