EKUSENI ROLL CALL

UFebhu 15 • Ukushayela kwe-Morning Roll • Ukubukwa okungu-3463 • Amazwana Off ku-MORNING ROLL CALL

Ithemba labatshalizimali lifinyelela phezulu ngo-2011, njengoba ubufakazi bukaJanet Yellen buqhubekisela phambili izimakethe zase-USA ukuba zifinyelele eqophelweni eliphezuluphakathi kwemigqa1

“Konke kuyesabeka” inkulumo ebhuqayo nehlekisayo iningi labatshalizimali abahlubukayo nabahlaziyi, abayisebenzisa ukuchaza izimakethe lapho zibonakala zisesimweni esingenangqondo se-hysteria. Kepha njengoba abatshalizimali abaningi abanolwazi bazi kakhulu; “Izimakethe zingahlala isikhathi eside zingenangqondo kunalokho ongakwenza kuphela” - J. Maynard Keynes. Isazi somnotho esidumile sibuye sathi; “Lapho imininingwane yami ishintsha, ngishintsha iziphetho zami. Wenzani mnumzane? ” Zombili izingcaphuno kufanele zithathwe njengezibalulekile lapho kwenziwa izinqumo zokutshala imali.

Ingabe kungumsebenzi wethu ukubikezela izimakethe, ukuzama nokuzidlula, ukuhweba ngemizwa yethu, noma ukuhweba nje esikubonayo hhayi lokho esikucabangayo? Noma ngabe sicabanga ukuthi idola kanye nezinkomba zokulingana zase-USA zibhekwa ngokweqile, imakethe "iyilokho". Kungumsebenzi wethu (ukwenza) nje inzuzo ngokuhamba.

NgoLwesibili i-Eurozone ishicilele eminye emayelana nemininingwane ephathelene nokusebenza kwezomnotho kwaseJalimane njengamanje, isibalo se-GDP saminyaka yonke esingashintshiwe sonyaka sifike ku-1.2%, sashoda ngokulindelekile futhi saba ngaphansi kokufundwa kwangaphambilini okungu-1.5%. Isibalo samakota onke besingu-0.4%. Ngokufanayo ukufundwa kwe-GDP yase-Italy kuphuthelwe yisibikezelo, kungena ngo-0.2% ngekota yokugcina ka-2016 no-1.1% minyaka yonke.

Izindaba ezibanzi zaseYurophu zithinta umnotho wase-UK; yize izibalo zokwehla kwamandla emali zilahlekelwe kakhulu izilinganiso, eza ngo-1.8% njalo ngonyaka, lokhu kuseyisilinganiso esiphakeme kakhulu kusukela maphakathi nonyaka ka-2014 kanye nokukhuphuka okukhulu kusuka ku-benign 0.5% phakathi neningi lonyaka ka-2016. Okwamanje, izinga lokwehla kwamandla emali lase-UK lingeqa u-4% ngasekupheleni kuka-2017. Yize ukwehla kwamandla emali okudayiswa, okwamanje okuphrintwa ngo-2.9%, kungaphula u-5% ngaphambi kokuvalwa kuka-2017, kudlule ukwehla kwamandla emali okungaba ngu-2.7%. Efihliwe ngaphansi kwezinombolo eziyisihloko bekuyinto ethusayo; amanani akhokhelwa amafemu ase-UK ngophethiloli nezinto zokwakha enyuka ngesilinganiso sonyaka esingu-20.5%, okuyisibalo esikhulu ukwedlula sonke kusukela ngo-2008, okufaka ubufakazi enkolelweni yokuthi ukukhuphuka nokwenziwa kwempahla yase-UK kwakamuva bekuphila ngesikhathi sokubolekwa.

Ucwaningo oluhlonishwayo lwe-ZEW, oluhlanganisa imizwa yeJalimane ne-Eurozone, lushicilele ukufundwa okuphansi kakhulu kunalokho obekulindelwe ngoLwesibili. Ukufundwa kwemizwa ye-Eurozone kungene ngo-17.1, ukuwa kusuka ku-23.2 phambilini, ngenkathi inhlolovo yemizwa yaseJalimane ingene ngo-10.4, ilahlekile isibikezelo se-15 ngebanga elithile. Kodwa-ke, ngaphezulu e-USA, imizwa yabatshalizimali inamandla kakhulu.

Ngokusho kocwaningo lwakamuva lukaMerrill Lynch abangama-23% babatshali bezimali balindele “ukuqhuma” okuqondile ngonyaka wezi-2017. Izinombolo ezilindele ukukhula okuncane kuphela ziye ku-43%. Futhi akubona nje abatshalizimali abahamba phambili kakhulu ngokuphathelene nomnotho wase-USA; INational Federation Of Independent Businesses ibike amazinga ethembeni elingafakazelwa isikhathi esingaphezu kweminyaka eyishumi. Manje njengoba izazi zomnotho eziningi zibheka amabhizinisi amancane njengonjiniyela wokukhula emnothweni wase-USA, lokhu kukhishwa kwezindaba kungenzeka kudinga isikweletu nokufakwa okuningi.

Ngokujwayeleka okungaqagelwa izinkomba zokulingana zase-USA zisabele kahle ebufakazini bukaJanet Yellen phambi kwabameli ngokufinyelela ezingeni eliphezulu kakhulu. Ubeke ngempumelelo ukuthi amanani azokhuphuka kungekudala. I-SPX ivalwe ku-2,337, i-DJIA ingama-20,504 kwathi i-NASDAQ yaya ku-5,782. E-Europe i-DAX ivaliwe, i-CAC yaseFrance yavala u-0.16% kwathi i-FTSE 100 yase-UK yavala u-0.14%, njengoba imininingwane ye-inflation yalinganisa umuzwa osanda kwenziwa.

Igolide likhuphuke ngo-0.2% laya ku- $ 1,228 ngoLwesibili, ngemuva kokuhlushwa ngo-0.7% ngoMsombuluko. Insimbi isabela engcupheni yakudala engcupheni yokususa imfashini kuya embonweni wemakethe yokulingana. Isiliva livalwe ngokuncane ngosuku ngo- $ 17.945.

AbakwaSterling baqale bathengiswa uma kuqhathaniswa nozakwabo abakhulu phakathi nezikhathi zokuhweba zangoLwesibili ngenxa yemininingwane yokushoda kwamanani entengo, isiphetho kube ukuthi iBoE izobamba amanani ezinga eliphansi kuze kube ukwehla kwamandla emali kwehle izinga elingaphezu kwenhloso yabo engu-2%. Kodwa-ke, ngaphandle kokuqhathaniswa nedola lase-USA, ama-sterling alulame uma kuqhathaniswa neningi lontanga bawo. I-GBP / USD eqeda usuku phansi cishe ngo-0.5% cishe ku-1.2470. I-EUR / USD ibuthakathaka nge-circa 0.2% ngo-1.0577.

Imicimbi yekhalenda lezomnotho ngoLwesithathu lomhla ziyi-15 kuNhlolanja, sonke isikhathi esicashunwe yisikhathi saseLondon (GMT)

09:30, imali eyenziwe nge-GBP. Inani le-ILO Lokungasebenzi (3M) (DEC). Izinga lokungasebenzi e-UK kulindeleke ukuthi lihlale limi ku-4.8%. Noma ikuphi ukuphambuka kulokhu kungadala inani elihle kakhulu.

09:30, imali eyenziwe nge-GBP. Amaholo wangesonto ex Bonus (3M / YoY) (DEC). Umholo waminyaka yonke wamanani emali njengamanje usebenza kuma-2.7%. Ngokwehla kwamandla emali okuthengiswa ku-2.9% iphuzu lokuthola imali maqondana nokusetshenziswa kwemali kwabathengi lingahlasela izinjini ezinkulu zase-UK zokukhula; umkhakha wezinsizakalo nezokuthengisa ezinyangeni ezizayo.

13:30, imali eyenziwe nge-USD. Inkomba Yamanani Abathengi (YoY) (JAN). Ukwehla kwamandla emali minyaka yonke e-USA kulindeleke ukuthi kukhuphuke kuye ku-2.4%, kusuka ku-2.1% phambilini.

13:30, imali eyenziwe nge-USD. I-Advance Retail Sales (JAN). Ukudayiswa kokuthengisa kulindeleke ukuthi kungene ngo-0.1% kuphela, kusuka ku-0.6% phambilini.

14:15, imali eyenziwe nge-USD. Ukukhiqizwa Kwezimboni (JAN). Isibikezelo sikhula ngo-zero, sisuka ku-0.8% phambilini.

15:00, imali eyenziwe nge-USD. Usihlalo we-Fed u-Yellen wethula ubufakazi obuyisigamu sonyaka ephaneli lendlu. UJanet Yellen uphetha ubufakazi bakhe phambi kwezishayamthetho zase-USA.

Amazwana zivaliwe.

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