Okthoba 6 • Amazwana eMakethe • Ukubukwa okungu-5372 • Amazwana Off ku-No Tequila Sunrise Yalabo Ababheja iPeso ngokuqhathanisa neDola
Amasheya akhuphuke ngosuku lwesibili ngoLwesine njengoba kulindeleke ukuthi abenzi bezinqubomgomo ekugcineni bazothatha izinyathelo zokusekela amabhange aseYurophu ngaphansi kosongo lomthelela wokungakhokhi okungase kube khona kwesiGreki. UChancellor waseJalimane u-Angela Merkel uthe ngoLwesithathu iJalimane isikulungele ukuvuselela amabhange ayo uma kunesidingo, ongqongqoshe bezezimali base-Europe babonakala besekhasini elifanayo nezinyathelo zokuvikela amabhange lapho kubhekwe ukwehluleka kweGreece. Kodwa-ke, uNksz Merkel uthi isikhwama sokuhlenga saseYurophu sizosetshenziswa kuphela njengesinyathelo sokugcina sokulondoloza amabhange nokuthi abatshalizimali kungase kudingeke balahlekelwe kakhulu (ukugunda izinwele) njengengxenye yephakheji yokuhlenga yamaGreki. Ukuphawula kukaShansela uMerkel bekucacile kakhulu endimeni yamabhange ekulweni nenkinga yezikweletu kusukela i-Greece yaqala ukusongela iFrance ne-Italy.
Isikhathi siyaphela. Amabhange anezinkinga kumele aqale afune imali yawo futhi ohulumeni bakazwelonke bazosiza uma lokho kungenzeki. Uma izwe lingakwazi ukukwenza lisebenzisa izinsiza zalo kanye nokuzinza kwe-euro yonkana kufakwa engcupheni ngoba izwe linobunzima, khona-ke kukhona ithuba lokusebenzisa i-EFSF.
Uma ube nesikhathi esinzima sokuhweba ngesikhathi sokuntengantenga okuhlangenwe nakho ezinyangeni ezimbili ezedlule futhi ubone ibhalansi ye-akhawunti yakho iwa bese uyeka umcabango we-Covepoint Capital Advisors LLC. I-hedge fund yehle ngamaphesenti angama-38 ngoSepthemba ngemuva kokuzibophezela kwabo ukuthi imali yemakethe esafufusa izozuza uma iqhathaniswa nedola laseMelika. Ukwehla kushiye isikhwama esikhulu sale nkampani nokulahlekelwa ngamaphesenti angu-25 ngonyaka. Isikhwama se-Covepoint Emerging Markets Macro esingu-$824 million sibe namaphesenti angu-84 ezimpahla zaso ngezimali, ingxenye yesihlanu yephothifoliyo etshalwe eMexico. Ipeso yaseMexico, irandi langempela laseBrazil kanye nelaseNingizimu Afrika lehle okungenani ngamaphesenti angu-14 uma liqhathaniswa nedola kusukela ngo-August ngenxa yokukhathazeka ngokuthi ukukhula kancane kwe-US ne-Europe kuzolimaza amazwe athembele kwamanye amazwe. I-Hedge funds egxile kakhulu ezimakethe ezisafufusa ilahlekelwe yisilinganiso semboni esingamaphesenti angu-4.9 kulo nyaka kuze kube ngu-Agasti, uma kuqhathaniswa nokwehla ngamaphesenti angu-1.9 yimboni ebanzi, ngokusho kwe-Hedge Fund Research inkampani yocwaningo eseChicago.
I-Covepoint yengamela amaRandi ayizigidi eziyizinkulungwane ezingu-1.1, babikezele ukuthi i-US Federal Reserve izogqugquzela ukukhula ngokuqala umzuliswano wesithathu wokuthengwa kwempahla - ukunciphisa inani. Baphinde babikezela ukuthi imizamo ye-China yokwenza i-yuan itholakale kabanzi izoliqeda inani ledola. Kodwa-ke, amasheya asafufusa akhuphukile, ngenxa yokukhula kancane kwemisebenzi yase-US kanye nethemba lokuthi iYurophu izonyusa izinyathelo zokuqukatha inkinga yayo yezikweletu.
I-MSCI Emerging Markets Index ikhuphuke ngamaphesenti angu-2.2 yaya ku-854.56 kusukela ngo-2:31 pm e-Singapore, ukuthuthuka kwayo okukhulu kusukela ngo-Sept. 27. I-Kospi Index eSouth Korea kanye ne-Thailand's SET ikhuphuke ngaphezu kwamaphesenti angu-5.2. I-Hang Seng ivale ngamaphesenti angu-5.6. I-Nikkei ivale ngo-1.66%. i-UK FTSE okwamanje ikhuphuke ngo-1.7%, i-CAC ikhuphuke ngo-2.39% kanti i-DAX ikhuphuke ngo-2.41%. Ikusasa lenkomba ye-SPX yansuku zonke okwamanje lenyuke cishe ngo-1.5%.
Nakuba kuzogxilwa ekuphathweni kwezinkinga ibhange lase-UK lase-England kanye ne-ECB yase-Europe bazomemezela izinqumo zabo zenzalo namuhla. Nakuba okulindelekile kuwukubamba okuhlangene kwezilinganiso zenzalo kunezingxoxo eziningi zemakethe eziphakamisa imizuliswano eyengeziwe yokuthengwa kwempahla (ukunciphisa inani) okungenzeka kuseduze. Uma kungamenyezelwa namuhla njengohlelo oludidiyelwe lwesikhathi esimaphakathi, ukuze kusizwe ukunqanda ukopha, kumane kuyindaba yokuthi kunini uma kuqhathaniswa uma kunikezwa izinketho ezilinganiselwe ezitholakalayo.
Ukukhishwa kwedatha yezomnotho okungaba nomthelela kumaseshini wantambama kufaka phakathi lokhu okulandelayo;
12: 45 Isaziso se-Eurozone - ECB
13:30 US - Izimangalo Zokuqala Ezingasebenzi
Inhlolovo ye-Bloomberg ibikezela Izimangalo Zokuqala Ezingenamsebenzi ezingu-410K, uma kuqhathaniswa nenani langaphambilini elikhishiwe elingu-391K. Inhlolovo efanayo ibikezela u-3725K wezimangalo eziqhubekayo, uma kuqhathaniswa nesibalo sangaphambilini esingu-3729K.
covepointiziphakamiso zemakethe zangaphambilipeso vs dollar
« IBlack Swan, Ukungasebenzi kanye nokungaziwa Abahwebi, Kufanele Uhambe Lapho Ukuze Ubuye »
Akukho ukuphuma kweTequila Kwalabo Ababheja iPeso ngokuqhathanisa neDola
Okthoba 6 • Amazwana eMakethe • Ukubukwa okungu-5372 • Amazwana Off ku-No Tequila Sunrise Yalabo Ababheja iPeso ngokuqhathanisa neDola
Amasheya akhuphuke ngosuku lwesibili ngoLwesine njengoba kulindeleke ukuthi abenzi bezinqubomgomo ekugcineni bazothatha izinyathelo zokusekela amabhange aseYurophu ngaphansi kosongo lomthelela wokungakhokhi okungase kube khona kwesiGreki. UChancellor waseJalimane u-Angela Merkel uthe ngoLwesithathu iJalimane isikulungele ukuvuselela amabhange ayo uma kunesidingo, ongqongqoshe bezezimali base-Europe babonakala besekhasini elifanayo nezinyathelo zokuvikela amabhange lapho kubhekwe ukwehluleka kweGreece. Kodwa-ke, uNksz Merkel uthi isikhwama sokuhlenga saseYurophu sizosetshenziswa kuphela njengesinyathelo sokugcina sokulondoloza amabhange nokuthi abatshalizimali kungase kudingeke balahlekelwe kakhulu (ukugunda izinwele) njengengxenye yephakheji yokuhlenga yamaGreki. Ukuphawula kukaShansela uMerkel bekucacile kakhulu endimeni yamabhange ekulweni nenkinga yezikweletu kusukela i-Greece yaqala ukusongela iFrance ne-Italy.
Isikhathi siyaphela. Amabhange anezinkinga kumele aqale afune imali yawo futhi ohulumeni bakazwelonke bazosiza uma lokho kungenzeki. Uma izwe lingakwazi ukukwenza lisebenzisa izinsiza zalo kanye nokuzinza kwe-euro yonkana kufakwa engcupheni ngoba izwe linobunzima, khona-ke kukhona ithuba lokusebenzisa i-EFSF.
Uma ube nesikhathi esinzima sokuhweba ngesikhathi sokuntengantenga okuhlangenwe nakho ezinyangeni ezimbili ezedlule futhi ubone ibhalansi ye-akhawunti yakho iwa bese uyeka umcabango we-Covepoint Capital Advisors LLC. I-hedge fund yehle ngamaphesenti angama-38 ngoSepthemba ngemuva kokuzibophezela kwabo ukuthi imali yemakethe esafufusa izozuza uma iqhathaniswa nedola laseMelika. Ukwehla kushiye isikhwama esikhulu sale nkampani nokulahlekelwa ngamaphesenti angu-25 ngonyaka. Isikhwama se-Covepoint Emerging Markets Macro esingu-$824 million sibe namaphesenti angu-84 ezimpahla zaso ngezimali, ingxenye yesihlanu yephothifoliyo etshalwe eMexico. Ipeso yaseMexico, irandi langempela laseBrazil kanye nelaseNingizimu Afrika lehle okungenani ngamaphesenti angu-14 uma liqhathaniswa nedola kusukela ngo-August ngenxa yokukhathazeka ngokuthi ukukhula kancane kwe-US ne-Europe kuzolimaza amazwe athembele kwamanye amazwe. I-Hedge funds egxile kakhulu ezimakethe ezisafufusa ilahlekelwe yisilinganiso semboni esingamaphesenti angu-4.9 kulo nyaka kuze kube ngu-Agasti, uma kuqhathaniswa nokwehla ngamaphesenti angu-1.9 yimboni ebanzi, ngokusho kwe-Hedge Fund Research inkampani yocwaningo eseChicago.
I-Covepoint yengamela amaRandi ayizigidi eziyizinkulungwane ezingu-1.1, babikezele ukuthi i-US Federal Reserve izogqugquzela ukukhula ngokuqala umzuliswano wesithathu wokuthengwa kwempahla - ukunciphisa inani. Baphinde babikezela ukuthi imizamo ye-China yokwenza i-yuan itholakale kabanzi izoliqeda inani ledola. Kodwa-ke, amasheya asafufusa akhuphukile, ngenxa yokukhula kancane kwemisebenzi yase-US kanye nethemba lokuthi iYurophu izonyusa izinyathelo zokuqukatha inkinga yayo yezikweletu.
I-MSCI Emerging Markets Index ikhuphuke ngamaphesenti angu-2.2 yaya ku-854.56 kusukela ngo-2:31 pm e-Singapore, ukuthuthuka kwayo okukhulu kusukela ngo-Sept. 27. I-Kospi Index eSouth Korea kanye ne-Thailand's SET ikhuphuke ngaphezu kwamaphesenti angu-5.2. I-Hang Seng ivale ngamaphesenti angu-5.6. I-Nikkei ivale ngo-1.66%. i-UK FTSE okwamanje ikhuphuke ngo-1.7%, i-CAC ikhuphuke ngo-2.39% kanti i-DAX ikhuphuke ngo-2.41%. Ikusasa lenkomba ye-SPX yansuku zonke okwamanje lenyuke cishe ngo-1.5%.
Nakuba kuzogxilwa ekuphathweni kwezinkinga ibhange lase-UK lase-England kanye ne-ECB yase-Europe bazomemezela izinqumo zabo zenzalo namuhla. Nakuba okulindelekile kuwukubamba okuhlangene kwezilinganiso zenzalo kunezingxoxo eziningi zemakethe eziphakamisa imizuliswano eyengeziwe yokuthengwa kwempahla (ukunciphisa inani) okungenzeka kuseduze. Uma kungamenyezelwa namuhla njengohlelo oludidiyelwe lwesikhathi esimaphakathi, ukuze kusizwe ukunqanda ukopha, kumane kuyindaba yokuthi kunini uma kuqhathaniswa uma kunikezwa izinketho ezilinganiselwe ezitholakalayo.
Ukukhishwa kwedatha yezomnotho okungaba nomthelela kumaseshini wantambama kufaka phakathi lokhu okulandelayo;
12: 45 Isaziso se-Eurozone - ECB
13:30 US - Izimangalo Zokuqala Ezingasebenzi
Inhlolovo ye-Bloomberg ibikezela Izimangalo Zokuqala Ezingenamsebenzi ezingu-410K, uma kuqhathaniswa nenani langaphambilini elikhishiwe elingu-391K. Inhlolovo efanayo ibikezela u-3725K wezimangalo eziqhubekayo, uma kuqhathaniswa nesibalo sangaphambilini esingu-3729K.
covepointiziphakamiso zemakethe zangaphambilipeso vs dollar
« IBlack Swan, Ukungasebenzi kanye nokungaziwa Abahwebi, Kufanele Uhambe Lapho Ukuze Ubuye »