UFebhu 1 • Amazwana eMakethe • Ukubukwa okungu-2189 • Amazwana Off kubatshalizimali abathukayo kanye nabahwebi bazobheka imiyalo yenqubomgomo yemali evela kuFed, BoE kanye neRBA ukusekela imizwa
Izikhathi zokuhweba zangesonto eledlule ziphelile ngezimakethe eziningi zokulingana emhlabeni wonke ezithengisiwe njengoba isimo sengcuphe esilawula ukucabanga kwabatshalizimali ezinyangeni ezisanda kwedlula sanyamalala ngokuzumayo.
I-SPX 500 ivale iseshini yangoLwesihlanu eNew York yehle ngo -2.22% ngosuku kwathi -3.58% masonto onke kwathi i-NASDAQ 100 –2.36% yehla phakathi neseshini yangoLwesihlanu kwathi -3.57% masonto onke. I-NASDAQ manje ifulethi ngo-2021, kanti i-SPX iphansi -1.39% unyaka nosuku.
Izimakethe zokulingana zaseYurophu nazo zaqeda usuku nesonto endaweni engeyinhle; I-DAX yaseJalimane yehle phansi -1.82% kwathi -3.29% masonto onke, kuyilapho i-UK FTSE 100 yaphela ngoLwesihlanu yehla –2.25% –4.36% yehla masonto onke. Ngemuva kokuphrinta irekhodi eliphezulu ngoJanuwari, i-DAX manje isisehle -2.20% unyaka wonke.
Izizathu zokuthengiswa kwemakethe yasentshonalanga zihlukahlukene. E-USA injabulo yokhetho isiphelile, futhi uBiden unomsebenzi ongenakulinganiswa wokuhlanganisa kabusha iMazwe ephukile, ukwakha kabusha umnotho nokubhekana nokuwa kwegciwane le-COVID-19 elonakalise imiphakathi ethile.
Ababambiqhaza beMakethe bahlala bekhathazekile ngokuthi uBiden, uYellen noPowell ngeke bavule ompompi bezimali nezokuvuselela imali kalula njengoba abaphathi bakaTrump bephakamisa izimakethe zezimali.
EYurophu nase-UK, lolu bhubhane seluphethe izingxoxo zezombusazwe nezomnotho ezinsukwini ezisanda kwedlula. Ngenxa yalokho, zombili i-sterling ne-euro bezabalaze ukugcina ukuzuza okubalulekile okurekhodwe emasontweni edlule. I-EUR / USD iqede isonto liphansi -0.28% kwathi i-GBP / USD yaphakama ngo-0.15%. Yize uBrexit eseqedile, umnotho wase-UK nakanjani uzobhekana nemiphumela yokulahlekelwa ukuhweba okungenangxabano. Ubudlelwano buhlala bunenkinga, njengoba kukhonjisiwe yimpikiswano yokulethwa komuthi.
Abezindaba base-UK bagijimise uhulumeni wabo ngempelasonto ngenkathi bengawanaki amaqiniso. I-EU isayine izivumelwano abakhiqizi abathile abangakwazi ukuzihlonipha. U-Astra Zeneca uthengise umuthi wokugoma kabili (e-UK nase-EU), futhi wenziwa e-UK.
Khonamanjalo, uhulumeni wase-UK usekuvalile ukuthunyelwa kwemithi ebalulekile kwamanye amazwe. Ngakho-ke, i-AZ ayikwazi ukufeza izibopho zayo kwi-EU noma ngabe ibinezinto ezidingekayo, futhi inkampani ye-pharma nakanjani izobeka i-UK phambili. Uma le mpikiswano idlulela kwezinye izindawo zezohwebo, imiphumela ebangelwe yi-EU ayinakugwenywa.
Ngokuphikisana nezimakethe zokulingana, idola laseMelika lenyukile uma liqhathaniswa nontanga yalo abaningi ngesonto eledlule. I-DXY iqede isonto i-0.67% phezulu, i-USD / JPY inyuke ngo-0.92% ne-USD / CHF yenyuka ngo-0.34% yenyuka ngo-0.97% njalo ngenyanga. Ukukhuphuka kwe-USD uma kuqhathaniswa nezimali zombili eziphephile kubonisa ukujula okukhulu okuqonde embonweni omuhle wedola laseMelika.
Isonto elizayo
Umbiko wakamuva wemisebenzi we-NFP e-US ngoJanuwari uzobuyekeza imakethe yezabasebenzi ngemuva kokuma kwezinyanga eziyisikhombisa ezilandelanayo zokuzuza kwemisebenzi ngoDisemba. Ngokusho kwabakwaReuters, yimisebenzi engama-30K kuphela engezwe emnothweni ngoJanuwari, okuhlinzeka ubufakazi (uma kunesidingo) bokuthi ukuvuselelwa ukubuyiselwa kwezimakethe zezimali eWall Street ngenkathi uMain Street enganakwa.
Ama-PMI aseYurophu azobonakala kuleli sonto, ikakhulukazi ama-PMI wensizakalo yamazwe afana ne-UK. Izinsizakalo zeMarkit PMI zase-UK kulindeleke ukuthi zifike ku-39, ngaphansi kwamazinga we-50 ahlukanisa ukukhula kusuka kwisivumelwano.
Ukwakhiwa nokuthengiselana izindlu kuphela ukuze uthole imali ethe xaxa kwenza umnotho wase-UK ungabhidliki ngokuqhubekayo. Izibalo zakamuva ze-GDP zase-UK ziyamenyezelwa ngoFebhuwari 12, izibikezelo ziyi--2% ye-Q4 2020, kanye -6.4% unyaka nonyaka.
I-BoE ne-RBA bamemezele izinqumo zabo zamanani wenzalo zakamuva kuleli sonto ngenkathi beveza izinqubomgomo zabo zezimali. Izibalo zokukhula kwe-GDP ze-Euro Area nazo zizoshicilelwa. Izilinganiso zingu--2.2% Q4 2020, kanye -6.0% ngonyaka we-2020.
Isikhathi sokuhola siyaqhubeka kuleli sonto ngemiphumela yekota ngayinye evela ku-Alphabet (Google), i-Amazon, i-Exxon Mobil ne-Pfizer. Uma le miphumela ilahlekelwa yizibikezelo, abatshalizimali nabahlaziyi bangahle balinganise amanani abo.
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Abatshalizimali abathukile kanye nabahwebi bazobheka imiyalo yenqubomgomo yemali evela kuFed, BoE kanye neRBA ukusekela imizwa
UFebhu 1 • Amazwana eMakethe • Ukubukwa okungu-2189 • Amazwana Off kubatshalizimali abathukayo kanye nabahwebi bazobheka imiyalo yenqubomgomo yemali evela kuFed, BoE kanye neRBA ukusekela imizwa
Izikhathi zokuhweba zangesonto eledlule ziphelile ngezimakethe eziningi zokulingana emhlabeni wonke ezithengisiwe njengoba isimo sengcuphe esilawula ukucabanga kwabatshalizimali ezinyangeni ezisanda kwedlula sanyamalala ngokuzumayo.
I-SPX 500 ivale iseshini yangoLwesihlanu eNew York yehle ngo -2.22% ngosuku kwathi -3.58% masonto onke kwathi i-NASDAQ 100 –2.36% yehla phakathi neseshini yangoLwesihlanu kwathi -3.57% masonto onke. I-NASDAQ manje ifulethi ngo-2021, kanti i-SPX iphansi -1.39% unyaka nosuku.
Izimakethe zokulingana zaseYurophu nazo zaqeda usuku nesonto endaweni engeyinhle; I-DAX yaseJalimane yehle phansi -1.82% kwathi -3.29% masonto onke, kuyilapho i-UK FTSE 100 yaphela ngoLwesihlanu yehla –2.25% –4.36% yehla masonto onke. Ngemuva kokuphrinta irekhodi eliphezulu ngoJanuwari, i-DAX manje isisehle -2.20% unyaka wonke.
Izizathu zokuthengiswa kwemakethe yasentshonalanga zihlukahlukene. E-USA injabulo yokhetho isiphelile, futhi uBiden unomsebenzi ongenakulinganiswa wokuhlanganisa kabusha iMazwe ephukile, ukwakha kabusha umnotho nokubhekana nokuwa kwegciwane le-COVID-19 elonakalise imiphakathi ethile.
Ababambiqhaza beMakethe bahlala bekhathazekile ngokuthi uBiden, uYellen noPowell ngeke bavule ompompi bezimali nezokuvuselela imali kalula njengoba abaphathi bakaTrump bephakamisa izimakethe zezimali.
EYurophu nase-UK, lolu bhubhane seluphethe izingxoxo zezombusazwe nezomnotho ezinsukwini ezisanda kwedlula. Ngenxa yalokho, zombili i-sterling ne-euro bezabalaze ukugcina ukuzuza okubalulekile okurekhodwe emasontweni edlule. I-EUR / USD iqede isonto liphansi -0.28% kwathi i-GBP / USD yaphakama ngo-0.15%. Yize uBrexit eseqedile, umnotho wase-UK nakanjani uzobhekana nemiphumela yokulahlekelwa ukuhweba okungenangxabano. Ubudlelwano buhlala bunenkinga, njengoba kukhonjisiwe yimpikiswano yokulethwa komuthi.
Abezindaba base-UK bagijimise uhulumeni wabo ngempelasonto ngenkathi bengawanaki amaqiniso. I-EU isayine izivumelwano abakhiqizi abathile abangakwazi ukuzihlonipha. U-Astra Zeneca uthengise umuthi wokugoma kabili (e-UK nase-EU), futhi wenziwa e-UK.
Khonamanjalo, uhulumeni wase-UK usekuvalile ukuthunyelwa kwemithi ebalulekile kwamanye amazwe. Ngakho-ke, i-AZ ayikwazi ukufeza izibopho zayo kwi-EU noma ngabe ibinezinto ezidingekayo, futhi inkampani ye-pharma nakanjani izobeka i-UK phambili. Uma le mpikiswano idlulela kwezinye izindawo zezohwebo, imiphumela ebangelwe yi-EU ayinakugwenywa.
Ngokuphikisana nezimakethe zokulingana, idola laseMelika lenyukile uma liqhathaniswa nontanga yalo abaningi ngesonto eledlule. I-DXY iqede isonto i-0.67% phezulu, i-USD / JPY inyuke ngo-0.92% ne-USD / CHF yenyuka ngo-0.34% yenyuka ngo-0.97% njalo ngenyanga. Ukukhuphuka kwe-USD uma kuqhathaniswa nezimali zombili eziphephile kubonisa ukujula okukhulu okuqonde embonweni omuhle wedola laseMelika.
Isonto elizayo
Umbiko wakamuva wemisebenzi we-NFP e-US ngoJanuwari uzobuyekeza imakethe yezabasebenzi ngemuva kokuma kwezinyanga eziyisikhombisa ezilandelanayo zokuzuza kwemisebenzi ngoDisemba. Ngokusho kwabakwaReuters, yimisebenzi engama-30K kuphela engezwe emnothweni ngoJanuwari, okuhlinzeka ubufakazi (uma kunesidingo) bokuthi ukuvuselelwa ukubuyiselwa kwezimakethe zezimali eWall Street ngenkathi uMain Street enganakwa.
Ama-PMI aseYurophu azobonakala kuleli sonto, ikakhulukazi ama-PMI wensizakalo yamazwe afana ne-UK. Izinsizakalo zeMarkit PMI zase-UK kulindeleke ukuthi zifike ku-39, ngaphansi kwamazinga we-50 ahlukanisa ukukhula kusuka kwisivumelwano.
Ukwakhiwa nokuthengiselana izindlu kuphela ukuze uthole imali ethe xaxa kwenza umnotho wase-UK ungabhidliki ngokuqhubekayo. Izibalo zakamuva ze-GDP zase-UK ziyamenyezelwa ngoFebhuwari 12, izibikezelo ziyi--2% ye-Q4 2020, kanye -6.4% unyaka nonyaka.
I-BoE ne-RBA bamemezele izinqumo zabo zamanani wenzalo zakamuva kuleli sonto ngenkathi beveza izinqubomgomo zabo zezimali. Izibalo zokukhula kwe-GDP ze-Euro Area nazo zizoshicilelwa. Izilinganiso zingu--2.2% Q4 2020, kanye -6.0% ngonyaka we-2020.
Isikhathi sokuhola siyaqhubeka kuleli sonto ngemiphumela yekota ngayinye evela ku-Alphabet (Google), i-Amazon, i-Exxon Mobil ne-Pfizer. Uma le miphumela ilahlekelwa yizibikezelo, abatshalizimali nabahlaziyi bangahle balinganise amanani abo.
« ISITHOMBE SOKUMAKethwa KWEVEKI 01/02 - 05/02 | IZINKOMPANI ZOKULINGANA ZIHOLA NGAPHEZU KWEZIMPAWU ZOKUGCINA ZONKE ZE-Yurophu Ukukhuphuka kwentengo kawoyela kungaba isikhathi esifushane »