Izimakethe ezinkulu ze-US equity zivaliwe, i-euro inyuka ngesisekelo sedatha eqinile ye-Eurozone, inkomba yendawo yedola lase-US yehla nge-circa 0.3%
Izinkomba zokulingana zase-USA; i-DJIA ne-SPX, konke kukhonjiswe indlela yokuhlambalaza ngesikhathi sokuhweba eNew York, okuholele abahlaziyi abaningi bezobuchwepheshe ukuthi basikisele ukuthi izimakethe zamasheya zisanda kukhombisa izinkomba zakudala zokufinyelela ekugcineni komkhuba wabo wokukhishwa onyakeni ka-2017. Njengoba sifaka lokho okubizwa ngokuthi “inkathi yemali engenayo” e-USA, amasheya amaningana e-FAANG abukeka enengcindezi, ikakhulukazi amasheya e-Amazon, awele cishe ngo-4% ngoLwesine, ngaphambi kokubika izinzuzo zawo ngemuva kokuphela, inkomba ye-NASDAQ ilahlekelwe 2% kuleli sonto. Isizini yomholo senziwa njengesizathu sokuthi izimakethe zamasheya zizoqhubeka nokuphrinta amarekhodi aphezulu ku-Q1-2 2018, uma uhlelo lukaTrump lokunciphisa intela seluthengisiwe, kepha, kubonakala sengathi kunovalo maqondana ne: Apple, Alphabet (Google) ne-Amazon, njengoba bonke bebika izibalo zabo zonyaka ngemuva kokuvalwa kwemakethe yangoLwesine.
Izimakethe zamasheya nazo zibonakala zithathelwa phansi yiminyaka eyishumi amabhondi wezezimali ephula u-2.78%, njengomphumela walokho okuhunyushwa njengesitatimende se-hawkish esivela kuFed / FOMC, ngemuva kokuthi amanani enzalo abalulekile egcinwe ku-1.5%, amenyezelwa emvuthwandaba umhlangano wabo wezinsuku ezimbili wakamuva. Abahlaziyi nabatshalizimali balungiselela isimo samazinga wenzalo ye-circa 2.75% ekupheleni konyaka we-2018, ekugcineni babulala i-bubble ende eyishumi emakethe yezibopho.
Ngaphandle kokwesaba, izindaba zekhalenda lezomnotho ezimayelana ne-USA zazizinhle kakhulu; Inselelo yokulahleka kwemisebenzi ingene ngaphansi kwesibikezelo esingu--2.5%, izimangalo zokuqala ezingenamsebenzi zishaya isibikezelo ku-230k, isibikezelo se-ISM sokufundwa kwesibikezelo ngokufika ku-59.1 nezindleko zokwakha zishaya isibikezelo, singena ku-0.7% ngoDisemba.
I-USD ithole inhlanhla exubile ngezikhathi zokuhweba zangoLwesine; uma kuqhathaniswa ne-euro ne-UK iphawula i-USD nayo yawa, kepha yazuza kancane nge-circa 0.2% uma iqhathaniswa ne-yen. Inkomba yedola yehle cishe ngo-0.3%, uwoyela we-WTI wephule ama- $ 65 isibambo somgqomo iBrent isongela izinga lama- $ 70, ngenkathi igolide lenyuka ngo-0.3%, lithatha isibambi esibucayi se- $ 1350 nge-ounce, ngesikhathi esisodwa phakathi nezikhathi zosuku.
Izindaba zezomnotho zase-Eurozone, ezenziwa ngama-PMIs amaningi akhiqizwa kahle avela ku: Italy, France, Germany kanye ne-EZ, asize i-euro ukuthi ikhuphuke uma iqhathaniswa neningi lontanga yayo, ukufundwa kwehlulekile ukushaya izibikezelo ngebanga elithile, kepha lokhu ekuqaleni unyaka ithemba labaphathi bokuthenga lamukelwa kahle ngabatshalizimali kwi-euro. I-EUR / USD inyuke cishe ngo-0.8% ngosuku, ngenkathi kubuyiselwa isibambo se-1.2500. Abatshalizimali bamasheya aseYurophu benqabile ukuthenga ethembeni; wonke ama-indices aholayo avaliwe, i-DAX ngo-1.41. %
Ukuzuza okuhle kakhulu phakathi nezikhathi zangoLwesine, amahemuhemu aqoqekile wokuthi ibhange elikhulu lase-UK i-BoE izoletha inqubomgomo ye-hawkish njengoba imemezela isinqumo sayo sakamuva senzalo yenzalo, ngenkathi ukuvumelana kosomnotho kuhlolisiswe embonweni wokuthi amanani azobanjwa ngo-0.5% . Umbusi, uMark Carney, angaletha isitatimende sokuhola phambili, esiphakamisa ukuqiniswa kwenqubomgomo yezimali, kuqala ezinyangeni zentwasahlobo. I-GBP / USD inyuke ngo-0.5% ngosuku, uma kuqhathaniswa ne-yen iphawundi lase-UK lenyuka ngo-0.5%. Ngenkathi ukukhiqizwa kwama-PMI kwakukuhle ku-EZ ukufundwa kwe-UK kwehle kakhulu, izinga lalo eliphansi kakhulu kusukela ngoJuni 2017, langena ngo-55.3, lalahlekelwa isibikezelo se-56.5.
I-AUD yehle ngokuqhathaniswa neningi lontanga yayo ngemuva kokuthi izibalo zakamuva zokwakhiwa kwe-Australia ezishicilelwe ekuseni ngoLwesibili ekuseni, zilahlekelwe yimigomo ebikezelwayo ngebanga elithile. Ukuvunyelwa kwesakhiwo kwehle ngo -20% ngenyanga kaDisemba, kwathi i-YoY yehla ngo -5.5%, kusukela ekukhuleni okungu-18.1% ngoNovemba. Amanani wokungenisa akhuphuke ngo-2%, amanani okuthekelisa ngo-2.8% weQoQ kwikota yesine. Abatshalizimali bathathe le datha njengobufakazi bokuthi i-RBA izoyeka ukukhulisa inzalo yemali ebalulekile emhlanganweni wabo ngesonto elizayo. I-AUD / USD ivale u-0.2%, yabuyiselwa ekulahlekelweni kwangaphambili kuka-0.6%.
I-USDOLLAR
I-USD / JPY ithengiswe ngobubanzi obuncane ngokuchema kuya phezulu, yephula i-R1 ngesikhathi sase-Europe ekuseni kanye nesibambo se-109.00, nokuvala usuku nge-0.3% ngo-109.46. I-USD / CHF ithengiswe esiteshini esibanzi sansuku zonke, esiwela nge-S1, ukubopha ukuwa kwayo ngaphambi nje kwe-S2, kwehle cishe ngo-0.6% ku-0.9265. I-USD / CAD ithengiswe ebangeni eliqinile le-bearish, lehla nge-circa 0.2% ngosuku ngo-1.226.
UKUQALA
I-GBP / USD ithengiswe ebangeni elibanzi le-bullish phakathi nezikhathi zosuku, iqale iwele nge-S1, ikhebuli ebuyiselwe ukwephula i-R1, bese ikhuphuka ukuvala ku-circa 1.426, inyuka ngo-0.5% ngosuku. I-GPB / CHF ishaywe ngesiswebhu emini, iqale inyuke ize ifike ku-R2, ukuze ibuyele emuva ngamandla futhi isule inzuzo, ivale ngo-1.321, icishe ifulethi ngalolo suku, intengo ifinyelela eduze kwepivot point yansuku zonke. Kusukela ekwephuleni i-100 DMA (ehlelwe ku-1.313) kwehla ngomhlaka 30 Januwari, i-GBP / CHF iseluleme kakhulu.
EURO
I-EUR / GBP ithengiswe ebangeni eliqinile ngokuchema kuya phansi, iwele ku-S1, bese iguqula ukuqondiswa, iphele usuku ku-circa 0.876, iflethi ngosuku ngenani eliseduze ne-PP yansuku zonke. I-EUR / USD inyuke ngo-approx. U-0.6% ngosuku, ngemuva kokudabula i-PP, imali ihlehlisiwe, ukuze ifinyelele ku-R2 bese ivala cishe ku-1.2508. I-EUR / CHF ithengiswe nge-approx. 0.2% ububanzi emini, kuvalwa kufulethi eduze ne-PP yansuku zonke ngo-1.158.
GOLD
I-XAU / USD iqale yawela kwi-PP yansuku zonke ifinyelela ku-intraday ephansi eyi-1,337, ngaphambi kokululama ukufinyelela kuma-intraday aphezulu ayi-1,351, insimbi eyigugu yaphela usuku cishe ku-1,348, yenyuka ngo-0.3% ngosuku.
IZIKHOMBISI ZITHOLA NGOKUFEBRUWARI 1st.
• I-DJIA ivale u-0.14%.
• I-SPX ivale u-0.06%.
• I-NASDAQ ivale u-0.35%.
• I-FTSE 100 ivale u-0.57%.
• I-DAX ivale u-1.41%.
• I-CAC ivale u-0.50%.
• I-EURO STOXX ivale u-0.88%
IZENZAKALO ZEKHALENDA EZISEMQOKA ZOMNOTHO NGO-FEBRUARY 2nd
• I-GBP. UMarkit / CIPS UK Wokwakha PMI (JAN).
• i-EUR. Inkomba Yamanani Omkhiqizi we-Euro-Zone (YoY) (DEC).
• USD. Shintsha kuma-Payrolls angewona amapulazi (i-JAN).
• USD. Izinga Lokungasebenzi (i-JAN).
• USD. Ama-Factory Orders (DEC).
• USD. Ama-oda Wempahla Ehlala Njalo (DEC F).
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