Okthoba 31 • Amazwana eMakethe • Ukubukwa okungu-6870 • 1 Comment kwi-European Rag neBone SPIVS yenza i-Asia Tour ngenkathi iqoqa ama-Air Miles
Ukuqagela, kungenza i-ASS ku-U naku-ME…
Kubukeka sengathi isixazululo senkinga ye-Eurozone, esikhishwe ezimakethe imithombo yezindaba ejwayelekile esinqwabelanise okwengane okukhishwe uhlu lwayo lukaKhisimusi kulencwadi, senziwe ujusi. Ukusekela imininingwane kanye nenqubo kwakuwukucabanga nokulindela ukuthi iChina neJapane bazogxumela ethubeni lokuthenga uhlobo oluthile lwama-Eurobonds ukuze bavikele omunye wabalingani babo abakhulu bezohwebo. IJapan yiyona yakamuva ukukhipha isijeziso. Mhlawumbe ngomnsalo, hhayi ngomnsalo ogcwele nje ukuxoshwa "ukukhipha isihogo lapha, ngabe udla izidakamizwa zasentshonalanga?" thayipha umnsalo.
Kufika kokuthile lapho ucela iChina ukuthi ikutakula ngesisekelo sokuthi kuzodingeka usize ngaphandle kwalokho ngeke sikwazi ukungenisa izimpahla zakho kumanani esinawo. I-China ingaphakamisa ishiya elilodwa, ibheke ukuthengiswa kwe-iPhone kwakamuva bese icabanga; “Ngeke, akekho omunye umuntu ongaletha 'izinto' esizikhiqizayo ngenani futhi uma kukhona ukwehla kwamandla omnotho emhlabeni ukuthenga izikweletu ongasoze wasikhokha ngeke kusisize, ikakhulukazi uma (njengengxenye yohlelo ) nonke nibonakala nishadelwe emigomweni yenu yokungahloniphi .. ”Kodwa-ke bese ubuza iJapan, izwe okwedlule (ngokungangabazeki lisaguqile) eminyakeni eyishumi yesithathu yokuma / ukuma, isikweletu salo kwi-GDP ratio cishe lingama-220% futhi ngubani olwa nokucindezela inani lemali yakhona yasekhaya (yen) abaqageli abanikezwe lokho bakuthathe njengendawo ephephile njengeSwitzerland franc, yona ebulala ikhono layo lokwenza ukuvuselelwa kokuhola okuthekelisa kwamanye amazwe kunweba ukwethembeka nokukholeka kude kakhulu. Kodwa-ke, kulapho esikhona.
IJapane itshele inhloko yesikhwama sokutakula iYurophu kanye 'nomthengisi ohamba ngezimoto' uKlaus Regling ngoMsombuluko ukuthi isazoqhubeka nokuthenga amabhondi ayo, kodwa-ke, njengabantu abangahle bathengise iChina, ngeke izibophezele ekufakeni imali kunoma iyiphi imoto ekhethekile ukukhulisa amandla esikhwama sokutakula. UKlaus Regling oyiChief Executive Officer ye-European Financial Stability Facility (EFSF) ubeseTokyo ngemuva kokwehluleka ukumangalela iChina ngempelasonto. Uhambo lwakhe luza ngaphambi kwengqungquthela yabaholi be-G20 e-Cannes ngoLwesine nangoLwesihlanu lapho abenzi bomgomo bethemba ukuthi bazothola izifungo zemali ethe xaxa ukusiza ukuxazulula inkinga yezikweletu. Abaholi base-Europe babheke emazweni anezimali ezihlanganisiwe zamazwe angaphandle, ezifana ne-China, i-Japan kanye nomnotho we-BRICS, ukuhlinzeka ngamandla ezengeziwe ezomnotho okuqinisa lesi sikhwama ukuze sifinyelele kuma-euro ayizigidigidi ezi-1 sisuka kuma-circa angama-200 billion. Ukwesaba ukuthi amabhange amakhulu aseYurophu angavele akhuphule okweshumi kwemali eshodayo eshodwayo elinganiselwa ngabalawuli, okwenza kube nokukhathazeka ukuthi izinhlelo zabenzi benqubomgomo zokuqinisa ababolekisi besifunda zingahluleka. Abaholi be-European Union bagcizelele ukuthi amabhange ase-Europe akhuphule isilinganiso semali “esezingeni eliphakeme” abanayo ngasekupheleni kukaJuni, okudala ukushoda kwama-euro ayizigidi eziyizinkulungwane ezingama-106 ($ 150 billion).
"Uhulumeni waseJapan uzoqhubeka nokuthenga ama-bond e-EFSF ebesikade siwakhipha ezinyangeni eziyishumi ezedlule futhi sizoqhubeka nokuxhumana ngemisebenzi ezayo," UReling utshele izintatheli ngemuva komhlangano noTakehiko Nakao, oyiPhini likaNgqongqoshe wezeziMali eJapan. Cishe lolu hambo lwesithunywa se-Eurozone aluzange lubeke endleleni yesinqumo sezikhulu zaseJapan zokushayisa inani lemali yazo.
Idola laseMelika liqhume liqhathanisa ne-yen kakhulu eminyakeni emithathu ngoMsombuluko, lashaya izinyanga ezintathu ngemuva kokuthi iJapan ingene emakethe yeFX ukunqanda ukwenyuka kwama-yen, yize abadayisi bengabaza ukuthi lesi sinyathelo sizoba nomthelela ohlala njalo. Idola, elisanda kushaywa ukuqagela okuqhubekayo kokuncishiswa okuqhubekayo okungenakugwenywa kweFederal Reserve, okushaywe ngamaphesenti angaphezu kuka-4 endaweni eyodwa kuya kuma-yen angama-79.55, ngemuva kokushaya enye i-yen engama-75.31 ekuqaleni kwesikhathi kwezentengiselwano zase-Asia. UNgqongqoshe wezeziMali uJun Azumi uthe iTokyo ingene emakethe ngo-10: 25 ekuseni ngokwesikhathi sendawo futhi izoqhubeka nokungenelela ize yaneliseke ngemiphumela. Ukungenela kwesibili kweTokyo ezimakethe zezimali selokhu irekhodi lalo lokuthengisa ama-yen ayizigidi eziyizinkulungwane ezingama-4.5 (amaRandi ayizigidi eziyizinkulungwane ezingama-59.4) ngenkathi lingenelela ngo-Agasti 4, kulandela amasonto amaningi ezixwayiso zikahulumeni nezikhulu zebhange elikhulu.
U-Azumi utshele isithangami sabezindaba.
Kukaningi ngishilo ukuthi sizothatha izinyathelo ezinqala mayelana nezinyathelo zokuqagela ezimakethe. Ngeshwa (imakethe) ayikhombisanga nhlobo izisekelo zethu zezomnotho. Bengihlala ngixhumana (namanye amazwe), bengilokhu ngidlulisa ukuma nezintshisekelo zaseJapan emazingeni aphezulu ezikhulu.
U-Azumi uthe ngenkathi ukungenelela kwangoMsombuluko kuyisenzo sodwa kodwa ubelokhu exhumana nozakwabo bamazwe.
Ezindabeni zase-USA ukuzuza okukhulu kwezibopho cishe eminyakeni eyishumi kukhuphule imbuyiselo kuMgcinimafa ongaphezulu kwamasheya kule minyaka engama-30 edlule, okokuqala okwenzeka ngaphambi kweMpi Yombango. Izibopho zikahulumeni zesikhathi eside zithole amaphesenti ayi-11.5 ngonyaka ngokwesilinganiso kule minyaka engamashumi amathathu edlule, zishaya ukwanda ngamaphesenti ayi-10.8 kuma-S & P 500. Izinga lokonga lase-US seliphindaphindwe kathathu laya kumaphesenti angama-3.6 kusukela ngo-2005 futhi lilinganiselwe ngamaphesenti ayi-5.1 kusukela ekujuleni kwezinga Inkinga yezezimali ngoDisemba 2008, uma kuqhathaniswa namaphesenti angu-3.1 eminyakeni eyishumi edlule, ngokusho kwedatha kahulumeni.
Isikweletu sikahulumeni wase-US sikhuphuke ngamaphesenti angu-7.23 kulo nyaka, ngokusho kwe-Bank of America Merrill Lynch yenkomba ye-US Master Treasury. Ukuphepha kukaMasipala kubuyise amaphesenti angu-8.17, amanothi ezinkampani athole u-6.24% kanti ama-mortgage bond anyuke ngo-5.11%. Inkomba ye-S & P GSCI yezinto ezingama-24 ibuyise amaphesenti angu-0.25. Ngenkathi isivuno seminyaka engu-10 seMgcinimafa sikhuphuke ngamaphuzu ayi-10, noma amaphesenti ayi-0.10, ngesonto eledlule saba ngamaphesenti angu-2.32, sehle sisuka kokuphakeme kulo nyaka ngamaphesenti angu-3.77 ngoFebhuwari 9. Intengo yesilinganiso sokulinganisa samaphesenti angu-2.125 ngenxa ka-Agasti 2021 yehle ngama-27 / 32, noma u- $ 8.44 ngo- $ 1,000 inani lobuso, ezinsukwini ezinhlanu eziphele ngo-Okthoba 28 kuya ku-98 10/32, ngokusho kwedatha yeBloomberg Bond Trader.
Abaqapheli bakhuphule ukubheja kwabo kumanani entengo ephakeme kakhulu kusukela ngo-Agasti njengoba amathuba okuthuthuka e-US nase-Europe athumele amanani emhlanganweni wabo omkhulu eminyakeni engaphezu kwemibili. Abaphathi bemali bakhuphule izikhundla zabo ezihlanganisiwe ezinesikhathi esizayo kulo lonke ikusasa le-18 laseMelika kanye nezinketho ngamaphesenti ayi-13 kuya kwizinkontileka ezingama-831,421 evikini eliphele ngo-Okthoba 25, iComodity Futures Trading Commission show show. I-Standard & Poor's GSCI Index yezinto zokusetshenziswa ezingama-24 yeqe ngamaphesenti ayi-10 ngo-Okthoba, ngomkhondo wenzuzo enkulu kusukela ngoMeyi 2009.
Markets
Izimakethe zase-Asia zahlupheka ngobusuku obubodwa, ukuhweba ekuseni kakhulu. INikkei ivale u-0.69%, iHang Seng yona yavala u-0.77% kwathi i-CSI yona yavala u-0.51%. i-ASX 200 ivale u-1.27%. Ezimakethe zase-Europe ngo-9.50 ekuseni GMT i-STOXX yehle ngo-1.9% i-FTSE 1.22% i-CAC yehla ngo-2.13% kwathi i-DAX yehla ngo-1.67% ikusasa le-index ye-equity ye-SPX lehla cishe ngo-1%. I-Brent crude ingaphansi kwama- $ 36 emgqonyeni negolide liphansi ngama- $ 27 i-ounce.
Ukukhishwa kwedatha okungathinta imizwa emakethe ngezikhathi zantambama
INational Association of Purchasing Management, iChicago Affiliate (njalo ngenyanga) ukuphela kwencwadi ekhishwa namhlanje ntambama. Ucwaningo Lwabaphathi Bokuthenga ezifundeni zase-Illinois, e-Indiana naseMichigan, oluhlose ukukala izimo zebhizinisi. Ucwaningo luhlanganisa izindawo ezinjengama-oda amasha, amazinga ezinto ezisetshenziswayo, ukukhiqizwa, izimpahla nomsebenzi. Izimpendulo zisetshenziselwa ukuhlanganisa 'inkomba yokusabalalisa'. Ama-50 asetshenzisiwe yisibalo sokulinganisa; isibalo esikhulu ukwedlula leso sikhomba ukwanda, kanti ukusikwa kubonakala ngomuntu ongaphansi kwama-50. Ucwaningo lwaseBloomberg lwabahlaziyi lwaveza isilinganiso esiphakathi kuka-59.0. Inkomba yenyanga edlule ikhombise isibalo esingu-60.4.
chinainhlekelele ye-eurozonejapan
« Noma ngubani okulungele ukubheja ukuthi inkinga ye-Eurozone isiphelile? UGeorge Soros akayona… Kungani Ukuhweba Ngokumelene Nesitayela kufana nePicking Up Pennies Phambi Kwe-Steam-Roller »
I-European Rag neBone SPIVS yenza i-Asia Tour ngenkathi iqoqa ama-Air Miles
Okthoba 31 • Amazwana eMakethe • Ukubukwa okungu-6870 • 1 Comment kwi-European Rag neBone SPIVS yenza i-Asia Tour ngenkathi iqoqa ama-Air Miles
Ukuqagela, kungenza i-ASS ku-U naku-ME…
Kubukeka sengathi isixazululo senkinga ye-Eurozone, esikhishwe ezimakethe imithombo yezindaba ejwayelekile esinqwabelanise okwengane okukhishwe uhlu lwayo lukaKhisimusi kulencwadi, senziwe ujusi. Ukusekela imininingwane kanye nenqubo kwakuwukucabanga nokulindela ukuthi iChina neJapane bazogxumela ethubeni lokuthenga uhlobo oluthile lwama-Eurobonds ukuze bavikele omunye wabalingani babo abakhulu bezohwebo. IJapan yiyona yakamuva ukukhipha isijeziso. Mhlawumbe ngomnsalo, hhayi ngomnsalo ogcwele nje ukuxoshwa "ukukhipha isihogo lapha, ngabe udla izidakamizwa zasentshonalanga?" thayipha umnsalo.
Kufika kokuthile lapho ucela iChina ukuthi ikutakula ngesisekelo sokuthi kuzodingeka usize ngaphandle kwalokho ngeke sikwazi ukungenisa izimpahla zakho kumanani esinawo. I-China ingaphakamisa ishiya elilodwa, ibheke ukuthengiswa kwe-iPhone kwakamuva bese icabanga; “Ngeke, akekho omunye umuntu ongaletha 'izinto' esizikhiqizayo ngenani futhi uma kukhona ukwehla kwamandla omnotho emhlabeni ukuthenga izikweletu ongasoze wasikhokha ngeke kusisize, ikakhulukazi uma (njengengxenye yohlelo ) nonke nibonakala nishadelwe emigomweni yenu yokungahloniphi .. ”Kodwa-ke bese ubuza iJapan, izwe okwedlule (ngokungangabazeki lisaguqile) eminyakeni eyishumi yesithathu yokuma / ukuma, isikweletu salo kwi-GDP ratio cishe lingama-220% futhi ngubani olwa nokucindezela inani lemali yakhona yasekhaya (yen) abaqageli abanikezwe lokho bakuthathe njengendawo ephephile njengeSwitzerland franc, yona ebulala ikhono layo lokwenza ukuvuselelwa kokuhola okuthekelisa kwamanye amazwe kunweba ukwethembeka nokukholeka kude kakhulu. Kodwa-ke, kulapho esikhona.
IJapane itshele inhloko yesikhwama sokutakula iYurophu kanye 'nomthengisi ohamba ngezimoto' uKlaus Regling ngoMsombuluko ukuthi isazoqhubeka nokuthenga amabhondi ayo, kodwa-ke, njengabantu abangahle bathengise iChina, ngeke izibophezele ekufakeni imali kunoma iyiphi imoto ekhethekile ukukhulisa amandla esikhwama sokutakula. UKlaus Regling oyiChief Executive Officer ye-European Financial Stability Facility (EFSF) ubeseTokyo ngemuva kokwehluleka ukumangalela iChina ngempelasonto. Uhambo lwakhe luza ngaphambi kwengqungquthela yabaholi be-G20 e-Cannes ngoLwesine nangoLwesihlanu lapho abenzi bomgomo bethemba ukuthi bazothola izifungo zemali ethe xaxa ukusiza ukuxazulula inkinga yezikweletu. Abaholi base-Europe babheke emazweni anezimali ezihlanganisiwe zamazwe angaphandle, ezifana ne-China, i-Japan kanye nomnotho we-BRICS, ukuhlinzeka ngamandla ezengeziwe ezomnotho okuqinisa lesi sikhwama ukuze sifinyelele kuma-euro ayizigidigidi ezi-1 sisuka kuma-circa angama-200 billion. Ukwesaba ukuthi amabhange amakhulu aseYurophu angavele akhuphule okweshumi kwemali eshodayo eshodwayo elinganiselwa ngabalawuli, okwenza kube nokukhathazeka ukuthi izinhlelo zabenzi benqubomgomo zokuqinisa ababolekisi besifunda zingahluleka. Abaholi be-European Union bagcizelele ukuthi amabhange ase-Europe akhuphule isilinganiso semali “esezingeni eliphakeme” abanayo ngasekupheleni kukaJuni, okudala ukushoda kwama-euro ayizigidi eziyizinkulungwane ezingama-106 ($ 150 billion).
"Uhulumeni waseJapan uzoqhubeka nokuthenga ama-bond e-EFSF ebesikade siwakhipha ezinyangeni eziyishumi ezedlule futhi sizoqhubeka nokuxhumana ngemisebenzi ezayo," UReling utshele izintatheli ngemuva komhlangano noTakehiko Nakao, oyiPhini likaNgqongqoshe wezeziMali eJapan. Cishe lolu hambo lwesithunywa se-Eurozone aluzange lubeke endleleni yesinqumo sezikhulu zaseJapan zokushayisa inani lemali yazo.
Idola laseMelika liqhume liqhathanisa ne-yen kakhulu eminyakeni emithathu ngoMsombuluko, lashaya izinyanga ezintathu ngemuva kokuthi iJapan ingene emakethe yeFX ukunqanda ukwenyuka kwama-yen, yize abadayisi bengabaza ukuthi lesi sinyathelo sizoba nomthelela ohlala njalo. Idola, elisanda kushaywa ukuqagela okuqhubekayo kokuncishiswa okuqhubekayo okungenakugwenywa kweFederal Reserve, okushaywe ngamaphesenti angaphezu kuka-4 endaweni eyodwa kuya kuma-yen angama-79.55, ngemuva kokushaya enye i-yen engama-75.31 ekuqaleni kwesikhathi kwezentengiselwano zase-Asia. UNgqongqoshe wezeziMali uJun Azumi uthe iTokyo ingene emakethe ngo-10: 25 ekuseni ngokwesikhathi sendawo futhi izoqhubeka nokungenelela ize yaneliseke ngemiphumela. Ukungenela kwesibili kweTokyo ezimakethe zezimali selokhu irekhodi lalo lokuthengisa ama-yen ayizigidi eziyizinkulungwane ezingama-4.5 (amaRandi ayizigidi eziyizinkulungwane ezingama-59.4) ngenkathi lingenelela ngo-Agasti 4, kulandela amasonto amaningi ezixwayiso zikahulumeni nezikhulu zebhange elikhulu.
U-Azumi utshele isithangami sabezindaba.
Kukaningi ngishilo ukuthi sizothatha izinyathelo ezinqala mayelana nezinyathelo zokuqagela ezimakethe. Ngeshwa (imakethe) ayikhombisanga nhlobo izisekelo zethu zezomnotho. Bengihlala ngixhumana (namanye amazwe), bengilokhu ngidlulisa ukuma nezintshisekelo zaseJapan emazingeni aphezulu ezikhulu.
U-Azumi uthe ngenkathi ukungenelela kwangoMsombuluko kuyisenzo sodwa kodwa ubelokhu exhumana nozakwabo bamazwe.
Ezindabeni zase-USA ukuzuza okukhulu kwezibopho cishe eminyakeni eyishumi kukhuphule imbuyiselo kuMgcinimafa ongaphezulu kwamasheya kule minyaka engama-30 edlule, okokuqala okwenzeka ngaphambi kweMpi Yombango. Izibopho zikahulumeni zesikhathi eside zithole amaphesenti ayi-11.5 ngonyaka ngokwesilinganiso kule minyaka engamashumi amathathu edlule, zishaya ukwanda ngamaphesenti ayi-10.8 kuma-S & P 500. Izinga lokonga lase-US seliphindaphindwe kathathu laya kumaphesenti angama-3.6 kusukela ngo-2005 futhi lilinganiselwe ngamaphesenti ayi-5.1 kusukela ekujuleni kwezinga Inkinga yezezimali ngoDisemba 2008, uma kuqhathaniswa namaphesenti angu-3.1 eminyakeni eyishumi edlule, ngokusho kwedatha kahulumeni.
Isikweletu sikahulumeni wase-US sikhuphuke ngamaphesenti angu-7.23 kulo nyaka, ngokusho kwe-Bank of America Merrill Lynch yenkomba ye-US Master Treasury. Ukuphepha kukaMasipala kubuyise amaphesenti angu-8.17, amanothi ezinkampani athole u-6.24% kanti ama-mortgage bond anyuke ngo-5.11%. Inkomba ye-S & P GSCI yezinto ezingama-24 ibuyise amaphesenti angu-0.25. Ngenkathi isivuno seminyaka engu-10 seMgcinimafa sikhuphuke ngamaphuzu ayi-10, noma amaphesenti ayi-0.10, ngesonto eledlule saba ngamaphesenti angu-2.32, sehle sisuka kokuphakeme kulo nyaka ngamaphesenti angu-3.77 ngoFebhuwari 9. Intengo yesilinganiso sokulinganisa samaphesenti angu-2.125 ngenxa ka-Agasti 2021 yehle ngama-27 / 32, noma u- $ 8.44 ngo- $ 1,000 inani lobuso, ezinsukwini ezinhlanu eziphele ngo-Okthoba 28 kuya ku-98 10/32, ngokusho kwedatha yeBloomberg Bond Trader.
Abaqapheli bakhuphule ukubheja kwabo kumanani entengo ephakeme kakhulu kusukela ngo-Agasti njengoba amathuba okuthuthuka e-US nase-Europe athumele amanani emhlanganweni wabo omkhulu eminyakeni engaphezu kwemibili. Abaphathi bemali bakhuphule izikhundla zabo ezihlanganisiwe ezinesikhathi esizayo kulo lonke ikusasa le-18 laseMelika kanye nezinketho ngamaphesenti ayi-13 kuya kwizinkontileka ezingama-831,421 evikini eliphele ngo-Okthoba 25, iComodity Futures Trading Commission show show. I-Standard & Poor's GSCI Index yezinto zokusetshenziswa ezingama-24 yeqe ngamaphesenti ayi-10 ngo-Okthoba, ngomkhondo wenzuzo enkulu kusukela ngoMeyi 2009.
Markets
Izimakethe zase-Asia zahlupheka ngobusuku obubodwa, ukuhweba ekuseni kakhulu. INikkei ivale u-0.69%, iHang Seng yona yavala u-0.77% kwathi i-CSI yona yavala u-0.51%. i-ASX 200 ivale u-1.27%. Ezimakethe zase-Europe ngo-9.50 ekuseni GMT i-STOXX yehle ngo-1.9% i-FTSE 1.22% i-CAC yehla ngo-2.13% kwathi i-DAX yehla ngo-1.67% ikusasa le-index ye-equity ye-SPX lehla cishe ngo-1%. I-Brent crude ingaphansi kwama- $ 36 emgqonyeni negolide liphansi ngama- $ 27 i-ounce.
Ukukhishwa kwedatha okungathinta imizwa emakethe ngezikhathi zantambama
INational Association of Purchasing Management, iChicago Affiliate (njalo ngenyanga) ukuphela kwencwadi ekhishwa namhlanje ntambama. Ucwaningo Lwabaphathi Bokuthenga ezifundeni zase-Illinois, e-Indiana naseMichigan, oluhlose ukukala izimo zebhizinisi. Ucwaningo luhlanganisa izindawo ezinjengama-oda amasha, amazinga ezinto ezisetshenziswayo, ukukhiqizwa, izimpahla nomsebenzi. Izimpendulo zisetshenziselwa ukuhlanganisa 'inkomba yokusabalalisa'. Ama-50 asetshenzisiwe yisibalo sokulinganisa; isibalo esikhulu ukwedlula leso sikhomba ukwanda, kanti ukusikwa kubonakala ngomuntu ongaphansi kwama-50. Ucwaningo lwaseBloomberg lwabahlaziyi lwaveza isilinganiso esiphakathi kuka-59.0. Inkomba yenyanga edlule ikhombise isibalo esingu-60.4.
chinainhlekelele ye-eurozonejapan
« Noma ngubani okulungele ukubheja ukuthi inkinga ye-Eurozone isiphelile? UGeorge Soros akayona… Kungani Ukuhweba Ngokumelene Nesitayela kufana nePicking Up Pennies Phambi Kwe-Steam-Roller »