Jul 25 • Ukuthengiswa Kwama-Forex Izihloko, Amazwana eMakethe • Ukubukwa okungu-2806 • Amazwana Off ku Uma isibikezelo se-USA GDP sihlangatshezwa i-FOMC ingasabela ngesonto elizayo ngokushaya inani lenzalo eliyisihluthulelo libe ngu-2.00%
Ngo-13: 30 ntambama isikhathi sase-UK ngoLwesihlanu ngoJulayi 26 isibalo se-QoQ GDP sakamuva somnotho wase-USA sizoshicilelwa. Imethrikhi ihlanganisa isikhathi kuze kufike kwikota yesibili ka-2019, i-Q2. Lesi sibalo akusona ukulinganiselwa ukuthi kungukufunda okungokoqobo nokugcina okushicilelwe yi-BEA (Bureau of Economic Analysis), noma ngabe kungabuyekezwa kamuva.
Isibikezelo sokwehla kokukhula kwe-GDP kuya ku-1.8% kusuka ekufundweni kwangaphambilini kuka-3.1% kwikota edlule. Lezi zilinganiso ziyefana kuzo zombili izinhlangano ezinkulu zezindaba iBloomberg neReuters, ngemuva kokuthi behlolisise amaphaneli abo osomnotho.
Ukuwa okunjalo, uma kulinganiselwa kuhlangatsheziwe, kunganakwa ngabatshalizimali ezimakethe zezimali zase-USA abaphakamise inani lama-indices okulingana ukurekhoda ukuphakama emasontweni edlule. Idatha yezomnotho eyisisekelo ibinganakwa kakhulu ngabahlanganyeli bezimakethe zezimali njengoba izimakethe ziqhubekile nokuphrinta amarekhodi aphezulu. Leli phethini lingaphindwa uma abatshalizimali bexubha isibalo esinjalo, becabanga ukuthi ukufundwa kuhlangabezana nesibikezelo.
I-FOMC ihlelelwe ukuhlangana engqungqutheleni yezinsuku ezimbili kusuka ngoJulayi 30 kuya kuJulayi 31. Imibono iyehluka maqondana nokuthi iFederal Reserve Open Committee izohlala kanjani, ukubheja ekomidini elinciphisa inani elibalulekile lokubolekwa kwemali ngama-25bps kuye ku-2.25% sekudlulile ezinsukwini ezisanda kwedlula. Kodwa-ke, uma i-metric ye-GDP ingena ezingeni elibikezelwe i-FOMC ngeke ibe nesizathu sokwehlisa isilinganiso abangase basicabange ukusika kuze kufike ku-50bps kwehlisa inani lokhiye laya ku-2%. Ngakho-ke, ngaphandle kokuwa okunjalo kwi-GDP ukufundwa kungakhombisa ukuthi kuyizimakethe zezimali ezibasizayo ezizisiza ukuba ziphrinte amarekhodi aphezulu.
Ngokwemvelo, idola laseMelika nalo lizocutshungulwa njengoba izimakethe zeFX zisabela kusibalo seGDP. Abahlaziyi bezimakethe nabahwebi kungenzeka ukuthi sebevele benentengo-ekuweni okungenzeka, noma bangasheshe bacabange ukuthi i-FOMC izoba ngaphansi kwengcindezi eyengeziwe yokwehlisa amanani, ngakho-ke, i-USD ingase yehle ngenani uma iqhathaniswa nontanga bayo abakhulu. Ngokucabanga ngomhlangano we-FOMC ukwehla kwe-GDP kungaba namandla ezimakethe zezimali uma (njengoba kushiwo ngaphambili) abatshalizimali bakholelwa ukuthi ikomidi lihamba phambili ejikeni lokuvikela ukwehla noma ukwehla kwamandla emali okungaba khona.
« Idola lase-Aussie liyawa njengoba uMbusi we-RBA ezibophezela kumanani wenzalo aphansi isikhathi eside, ukugxila manje kuphendukela ku-ECB namhlanje ntambama Ama-whipsaws e-Euro amabanga abanzi ngemuva kwezimpawu ezididayo ze-ECB, izimakethe zezimali zase-USA ziyawa njengoba ukubheja kwenzalo ye-FOMC kuphela »
Uma isibikezelo se-USA GDP sihlangatshezwa i-FOMC ingasabela ngesonto elizayo ngokushaya isilinganiso senzalo esiyisihluthulelo sibe ngu-2.00%
Jul 25 • Ukuthengiswa Kwama-Forex Izihloko, Amazwana eMakethe • Ukubukwa okungu-2806 • Amazwana Off ku Uma isibikezelo se-USA GDP sihlangatshezwa i-FOMC ingasabela ngesonto elizayo ngokushaya inani lenzalo eliyisihluthulelo libe ngu-2.00%
Ngo-13: 30 ntambama isikhathi sase-UK ngoLwesihlanu ngoJulayi 26 isibalo se-QoQ GDP sakamuva somnotho wase-USA sizoshicilelwa. Imethrikhi ihlanganisa isikhathi kuze kufike kwikota yesibili ka-2019, i-Q2. Lesi sibalo akusona ukulinganiselwa ukuthi kungukufunda okungokoqobo nokugcina okushicilelwe yi-BEA (Bureau of Economic Analysis), noma ngabe kungabuyekezwa kamuva.
Isibikezelo sokwehla kokukhula kwe-GDP kuya ku-1.8% kusuka ekufundweni kwangaphambilini kuka-3.1% kwikota edlule. Lezi zilinganiso ziyefana kuzo zombili izinhlangano ezinkulu zezindaba iBloomberg neReuters, ngemuva kokuthi behlolisise amaphaneli abo osomnotho.
Ukuwa okunjalo, uma kulinganiselwa kuhlangatsheziwe, kunganakwa ngabatshalizimali ezimakethe zezimali zase-USA abaphakamise inani lama-indices okulingana ukurekhoda ukuphakama emasontweni edlule. Idatha yezomnotho eyisisekelo ibinganakwa kakhulu ngabahlanganyeli bezimakethe zezimali njengoba izimakethe ziqhubekile nokuphrinta amarekhodi aphezulu. Leli phethini lingaphindwa uma abatshalizimali bexubha isibalo esinjalo, becabanga ukuthi ukufundwa kuhlangabezana nesibikezelo.
I-FOMC ihlelelwe ukuhlangana engqungqutheleni yezinsuku ezimbili kusuka ngoJulayi 30 kuya kuJulayi 31. Imibono iyehluka maqondana nokuthi iFederal Reserve Open Committee izohlala kanjani, ukubheja ekomidini elinciphisa inani elibalulekile lokubolekwa kwemali ngama-25bps kuye ku-2.25% sekudlulile ezinsukwini ezisanda kwedlula. Kodwa-ke, uma i-metric ye-GDP ingena ezingeni elibikezelwe i-FOMC ngeke ibe nesizathu sokwehlisa isilinganiso abangase basicabange ukusika kuze kufike ku-50bps kwehlisa inani lokhiye laya ku-2%. Ngakho-ke, ngaphandle kokuwa okunjalo kwi-GDP ukufundwa kungakhombisa ukuthi kuyizimakethe zezimali ezibasizayo ezizisiza ukuba ziphrinte amarekhodi aphezulu.
Ngokwemvelo, idola laseMelika nalo lizocutshungulwa njengoba izimakethe zeFX zisabela kusibalo seGDP. Abahlaziyi bezimakethe nabahwebi kungenzeka ukuthi sebevele benentengo-ekuweni okungenzeka, noma bangasheshe bacabange ukuthi i-FOMC izoba ngaphansi kwengcindezi eyengeziwe yokwehlisa amanani, ngakho-ke, i-USD ingase yehle ngenani uma iqhathaniswa nontanga bayo abakhulu. Ngokucabanga ngomhlangano we-FOMC ukwehla kwe-GDP kungaba namandla ezimakethe zezimali uma (njengoba kushiwo ngaphambili) abatshalizimali bakholelwa ukuthi ikomidi lihamba phambili ejikeni lokuvikela ukwehla noma ukwehla kwamandla emali okungaba khona.
« Idola lase-Aussie liyawa njengoba uMbusi we-RBA ezibophezela kumanani wenzalo aphansi isikhathi eside, ukugxila manje kuphendukela ku-ECB namhlanje ntambama Ama-whipsaws e-Euro amabanga abanzi ngemuva kwezimpawu ezididayo ze-ECB, izimakethe zezimali zase-USA ziyawa njengoba ukubheja kwenzalo ye-FOMC kuphela »