Meyi 2 • Amazwana eMakethe • Ukubukwa okungu-12117 • 4 Amazwana ku-EUR, USD, GBP kanye ne-JPY
Ikhalenda lezomnotho limatasa kakhulu namuhla, ngemva kokubuya emaholidini ahlukahlukene e-Asia naseYurophu, izimakethe zilangazelela ukubuyela emsebenzini. EYurophu, abatshalizimali babheke ukukhishwa kokugcina kwe-April PMI.
Ukufundwa kusenesikhathi bekudumaza kakhulu futhi ngisho nokubuyekezwa okuncane ngeke kukwazi ukususa ukungaqiniseki kwabatshalizimali e-Europe. Kuzogxilwa kakhulu ekusebenzeni kwamazwe ase-Europe aseduze.
Izinga lokungasebenzi kwe-EMU kulindeleke ukuthi linyuke lisuka ku-10.8% liye ku-10.9%. Umthelela wemakethe wedatha ye-EMU ekuhwebeni kwe-EUR/USD cishe uzokhawulelwa. Noma kunjalo, kusenzima ukulindela ukuthi basekela i-EUR/USD.
Ngemuva kokuvalwa kwezimakethe, abatshalizimali bazophinde bayibheke ngeso lokhozi inkulumompikiswano yokhetho lukamabonakude phakathi kukaSarkozy noHollande. Ukungaqiniseki kwezomnotho inqubomgomo yezimali eFrance ngemva kokhetho kusalokhu kuyisici sokungaqiniseki nge-euro.
Futhi namuhla, ikhalenda lase-UK liqukethe i-PMI yokwakha kanye nedatha yokuboleka. Lindela ukuthi le datha ibe ngokubaluleka kwangaphakathi kosuku kuphela. Njengoba kukhonjisiwe, izimakethe ngokusobala ziqiniseka kakhulu ukuthi i-BoE ngeke iluphakamise uhlelo lokuthengwa kwempahla emhlanganweni wesonto elizayo.
Isimanga esikhulu esibi siyadingeka ukuze kuguqulwe isimo semakethe ngemali yase-UK. Ngesikhathi esifanayo, abatshalizimali bangase baqaphele kancane i-euro eya okhethweni lwangale mpelasonto eGreece naseFrance.
E-US, izicelo ze-mortgage, umbiko we-ADP nama-oda asefekthri azoshicilelwa. Umbiko we-ADP unamathuba amaningi okuhamba ezimakethe. Abatshalizimali bazobheka intuthuko yakamuva kakhulu emakethe yezemisebenzi ngemuva kombiko wenyanga edlule ophoxayo wokuholelwa kwabasebenzi base-US.
Ukuvumelana kulindele ukuthi i-ADP ibonise ukukhuphuka kokukhula komsebenzi wangasese we-179K. Asilindele ukumangala okukhuphukayo kuqine ngokwanele ukuze siguqule ingcebo sivune idola.
Phakathi neseshini yokuhweba yase-US kwakukhona ababusi abambalwa be-Fed ababenikeza umbono wabo ngomnotho kanye nenqubomgomo yezimali, kodwa kokubili oklebe namajuba babambelela ekuhloleni kwabo okwaziwayo. I-EUR/USD ivale iseshini ngo-1.3237, ishintshile kancane ukusuka ku-1.3239 yokuvalwa kosuku lwangaphambilini.
Namuhla ekuseni, isilinganiso sesiphambano se-USD/JPY sibambe ngaphezu kwesithiyo esingu-80.00 njengoba umbhangqwana wenza inzuzo ngombono omuhle wokuba sengcupheni ezimakethe zase-Asia. Kodwa-ke, idatha ebalulekile ye-eco yase-US ngokuhamba kwesikhathi kuleli sonto izonquma ukuthi i-U-turn wayizolo ingasimama yini. Okwamanje sihlala sibheke eceleni futhi sibheke ukuthi okuphansi kuzosethwa yini. Kuzodingeka silinde kuze kube yilapho abaholayo bethola ukucaciseleka okwengeziwe.
I-EUR/GBP isivele iphinde yathola indawo ethile ku-0.8123 low sekwephuzile kuseshini ngoMsombuluko. Lokhu 'kulungisa' kuqhubekile ngoLwesibili. Njengoba izimakethe eziningi ezwekazini laseYurophu zivaliwe, bekugxilwe kudatha ye-eco yase-UK.
I-PMI yokukhiqiza yehlile isuka ku-51.9 yaya ku-50.5 (ukuvumelana okungu-51.5). I-EUR/GBP ifinyelele izinga eliphezulu losuku ngaphansi nje kwenombolo engu-0.8200 ekushicilelweni kombiko. Kodwa-ke, njengoba kwenzeka kamuva, i-sterling yabamba kahle kakhulu.
Imali yase-UK icishe yaqala ukubuya ngokushesha futhi yabuyela endaweni emaphakathi ye-0.81 ekuhwebeni kwe-US. Ngakho-ke, okwamanje ukumelana nokhiye we-0.8222 kubukeka kuphephe impela.
EURGBPJPYUSD
« Ukubuyekezwa Kwemakethe ngoMeyi 2 2012 Izokwenzani I-ECB Emhlanganweni Wakusasa? »
I-EUR, i-USD, i-GBP ne-JPY
Meyi 2 • Amazwana eMakethe • Ukubukwa okungu-12117 • 4 Amazwana ku-EUR, USD, GBP kanye ne-JPY
Ikhalenda lezomnotho limatasa kakhulu namuhla, ngemva kokubuya emaholidini ahlukahlukene e-Asia naseYurophu, izimakethe zilangazelela ukubuyela emsebenzini. EYurophu, abatshalizimali babheke ukukhishwa kokugcina kwe-April PMI.
Ukufundwa kusenesikhathi bekudumaza kakhulu futhi ngisho nokubuyekezwa okuncane ngeke kukwazi ukususa ukungaqiniseki kwabatshalizimali e-Europe. Kuzogxilwa kakhulu ekusebenzeni kwamazwe ase-Europe aseduze.
Izinga lokungasebenzi kwe-EMU kulindeleke ukuthi linyuke lisuka ku-10.8% liye ku-10.9%. Umthelela wemakethe wedatha ye-EMU ekuhwebeni kwe-EUR/USD cishe uzokhawulelwa. Noma kunjalo, kusenzima ukulindela ukuthi basekela i-EUR/USD.
Ngemuva kokuvalwa kwezimakethe, abatshalizimali bazophinde bayibheke ngeso lokhozi inkulumompikiswano yokhetho lukamabonakude phakathi kukaSarkozy noHollande. Ukungaqiniseki kwezomnotho inqubomgomo yezimali eFrance ngemva kokhetho kusalokhu kuyisici sokungaqiniseki nge-euro.
Futhi namuhla, ikhalenda lase-UK liqukethe i-PMI yokwakha kanye nedatha yokuboleka. Lindela ukuthi le datha ibe ngokubaluleka kwangaphakathi kosuku kuphela. Njengoba kukhonjisiwe, izimakethe ngokusobala ziqiniseka kakhulu ukuthi i-BoE ngeke iluphakamise uhlelo lokuthengwa kwempahla emhlanganweni wesonto elizayo.
Isimanga esikhulu esibi siyadingeka ukuze kuguqulwe isimo semakethe ngemali yase-UK. Ngesikhathi esifanayo, abatshalizimali bangase baqaphele kancane i-euro eya okhethweni lwangale mpelasonto eGreece naseFrance.
E-US, izicelo ze-mortgage, umbiko we-ADP nama-oda asefekthri azoshicilelwa. Umbiko we-ADP unamathuba amaningi okuhamba ezimakethe. Abatshalizimali bazobheka intuthuko yakamuva kakhulu emakethe yezemisebenzi ngemuva kombiko wenyanga edlule ophoxayo wokuholelwa kwabasebenzi base-US.
Ukuvumelana kulindele ukuthi i-ADP ibonise ukukhuphuka kokukhula komsebenzi wangasese we-179K. Asilindele ukumangala okukhuphukayo kuqine ngokwanele ukuze siguqule ingcebo sivune idola.
Phakathi neseshini yokuhweba yase-US kwakukhona ababusi abambalwa be-Fed ababenikeza umbono wabo ngomnotho kanye nenqubomgomo yezimali, kodwa kokubili oklebe namajuba babambelela ekuhloleni kwabo okwaziwayo. I-EUR/USD ivale iseshini ngo-1.3237, ishintshile kancane ukusuka ku-1.3239 yokuvalwa kosuku lwangaphambilini.
Namuhla ekuseni, isilinganiso sesiphambano se-USD/JPY sibambe ngaphezu kwesithiyo esingu-80.00 njengoba umbhangqwana wenza inzuzo ngombono omuhle wokuba sengcupheni ezimakethe zase-Asia. Kodwa-ke, idatha ebalulekile ye-eco yase-US ngokuhamba kwesikhathi kuleli sonto izonquma ukuthi i-U-turn wayizolo ingasimama yini. Okwamanje sihlala sibheke eceleni futhi sibheke ukuthi okuphansi kuzosethwa yini. Kuzodingeka silinde kuze kube yilapho abaholayo bethola ukucaciseleka okwengeziwe.
I-EUR/GBP isivele iphinde yathola indawo ethile ku-0.8123 low sekwephuzile kuseshini ngoMsombuluko. Lokhu 'kulungisa' kuqhubekile ngoLwesibili. Njengoba izimakethe eziningi ezwekazini laseYurophu zivaliwe, bekugxilwe kudatha ye-eco yase-UK.
I-PMI yokukhiqiza yehlile isuka ku-51.9 yaya ku-50.5 (ukuvumelana okungu-51.5). I-EUR/GBP ifinyelele izinga eliphezulu losuku ngaphansi nje kwenombolo engu-0.8200 ekushicilelweni kombiko. Kodwa-ke, njengoba kwenzeka kamuva, i-sterling yabamba kahle kakhulu.
Imali yase-UK icishe yaqala ukubuya ngokushesha futhi yabuyela endaweni emaphakathi ye-0.81 ekuhwebeni kwe-US. Ngakho-ke, okwamanje ukumelana nokhiye we-0.8222 kubukeka kuphephe impela.
EURGBPJPYUSD
« Ukubuyekezwa Kwemakethe ngoMeyi 2 2012 Izokwenzani I-ECB Emhlanganweni Wakusasa? »