Inani le-GBP njengondunankulu omusha liyabekwa futhi inani le-USD ne-US equities njengoba i-GDP iphrintiwe kuzoba yinto ebhekwe kakhulu kuleli sonto
Ngokocwaningo lwangempelasonto olwenziwe yinkampani yokuvota i-You Gov, abavoti bakaTory babalelwa ku-75% ngokuvumela uBoris Johnson ukuba abe nguNdunankulu olandelayo wase-UK, babe no-25% kuphela kuJeremy Hunt. Isinqumo sokuvota sizomenyezelwa ngoLwesithathu kuJulayi 24 yize ngoMsombuluko 22nd isigaba sabaphathi beqembu laseTory sesivele siwazi umphumela. Inselelo yeTories kuzoba ukuthi ungawuhluza kanjani umphumela ukuze uvimbele ukwesaba okungekho esivumelwaneni uBrexit esaba ukukhula lapho uJohnson engena ehhovisi.
Izimakethe zeFX kungenzeka ukuthi sezivele zithengisiwe emphumeleni wephawundi lase-UK ngokususelwa kuJohnson oyintandokazi enkulu ngesikhathi senqubo yokuvota. Ngenye indlela, ngokususelwa ezimakethe ezisebenza kakhulu ngokungafani nokusebenza, i-GBP ingavuka noma iwe ngokuya ngenkulumo yokuqala yokwamukela kaJohnson kanye nekhabhinethi yongqongqoshe abamisa. I-GBP / USD isathengisa eduze neminyaka emibili yakamuva ephrintiwe ngesonto eledlule, ngenkathi i-EUR / GBP ihweba cishe izinyanga eziphakeme eziyisikhombisa nabahlaziyi abaningi bebikezela ukulingana nge-USD ne-EUR uma kunzima, uJohnson wenza iBrexit yenzeke.
UPhilip Hammond, ushansela wesikhulu esihlonishwayo yiDolobha laseLondon, usevele wesulile waqoqa izikhwama zakhe kunokuba alinde ukuxoshwa. Ukushintshwa kwakhe kuzobhekwa ngokucophelela ngabahlanganyeli bemakethe ngokuya ngokushoda kwethalenta elisobala elitholakala ezinhlwini zeTory (neCity kanye nesipiliyoni sezezimali) abanobungane noJohnson. I-UK ingathola ukhansela wayo wokuqala wesifazane, uNicky Morgan, ongakhombisa ukuthi ungumuntu ozibonelayo futhi oqabulayo.
Ukuxoshwa okuqhubekayo kweBrexit kanye nokuqokwa kukaNdunankulu omusha yizona zinto ezibaluleke kakhulu maqondana ne-UK kuleli sonto. Eminye imicimbi yekhalenda lezomnotho ephawulekayo ifaka ama-metrics ahlukahlukene e-CBI azokwembula imizwa yomkhakha waseBrithani ngenyanga kaJulayi. AbakwaReuters babikezela ukwehla kokufundwa okuningi okuhlukahlukene, inkomba yokulindelwa kwebhizinisi kulindeleke ukuthi ingene ngo-20 ngoJulayi lapho ukufundwa kuprintwa ngo-11: 00 ekuseni isikhathi sase-UK ngoLwesibili. Lokhu kuzomela iminyaka ephansi yeminyaka eminingi futhi kubangele ukungabaza nokwethembeka kwedatha yakamuva ye-ONS, ephakamise ukuthi ukuthengisa okuthengisiwe kukhuphukile njenge-GDP.
Umnotho wase-USA uzoba ngaphansi kwesibonakhulu ngoLwesihlanu njengoba kushicilelwa ukufundwa kwakamuva kwe-GDP. Ukulindelwa ukuthi i-GDP yehle ifike ku-1.8% isuka ku-3.1% ku-QoQ yonyaka ye-Q2. Izinga elinjalo le-Q2 lingaqinisekisa ukuthi izimangalo zokuthi ukukhula e-USA kukhula kwezezimali kuphela, njengoba kukhonjiswe yizimakethe eziqashisayo zamanani aphezulu ezisekelwa yisikweletu eseqile. Idatha yoku-oda impahla eqinile kanye nokwakhiwa kwendlu okuhlukahlukene kanye namamethrikhi okuthengiswa kwasekhaya, kungaletha inkomba yokujula kwamandla e-USA GDP.
Abahlaziyi, abatshalizimali kanye nabahwebi bazokhathazeka ukuthi abukho ubufakazi obuncane bokuthi ukukhula kweWall Street kwehlela kuMain Street. Kodwa-ke, kuleli sonto kuyisikhathi esimatasa semiphumela yemiholo, ngakho-ke, uma ukuhola kuthola izibikezelo zezimakethe zezimali futhi izinkomba zingaba nesizathu sokuphrinta amarekhodi aphezulu. I-SPX ilahlekelwe -1.23% ngesonto eledlule ngenkathi i-NASDAQ ilahlekile -1.36%. Inkomba yedola, i-DXY, inyuke ngo-0.35% njengoba ukubheja kwezinga lenzalo elinqunywe yi-FOMC ekupheleni kukaJulayi kunciphile. Lokho kubhejwa kungakhuphuka uma isibalo se-GDP singena ku-1.8% nge-Q2.
Kunezinhlobo ezahlukahlukene ze-IHS, Markit Eurozone PMIs ezishicilelwe ngoLwesithathu ekuseni. Ikalwa kakhulu njengokuphrinta komthelela ophansi noma ophakathi, abahlaziyi kanye nabahwebi bazogxila ekukhiqizeni i-PMI yaseJalimane kanye nokufundwa okuhlanganisiwe okuphelele komcimbi wekhalenda lomthelela omkhulu we-EZ ngoLwesine we-EZ kubandakanya ukumenyezelwa kwesinqumo senzalo ngo-12: 45 pm isikhathi sase-UK. Isivumelwano esiphethwe kabanzi esokubanjelwa ku-0.00% ngamadiphozithi ukuze ihlale iminyene endaweni engalungile ku -0.40%. Ukunakwa kuzoshintshela enkulumweni kaMongameli we-ECB u-Mario Draghi ngo-13: 30 ntambama lapho ezochaza khona umqondo ngesinqumo futhi anikeze nokuholwa phambili maqondana nenqubomgomo yezimali ye-ECB. Kungaphakathi kwencazelo yakhe kanye nengqungquthela yabezindaba lapho inani le-euro kungenzeka ukuthi liguquguquke. I-EUR / USD yehle cishe ngo -0.45% masonto onke njengoba amandla e-USD abuya ngesonto eledlule ebhodini.
IJapan izodalula isibalo sakamuva semiyalo yomshini ngoJuni ngoLwesibili ekuseni, isibalo sangoMeyi sibe ngu-38% unyaka nonyaka omangalisayo. Ngokwehla kwamandla emali okuphansi, i-GDP ephansi nesikweletu v GDP engaphezulu kwama-300%, umnotho waseJapan uyaqhubeka nokuhamba ngentambo. IMarkit PMI yakamuva yezokukhiqiza kaJulayi izodalula noma yikuphi ukuthuthuka ngemuva kokuthi isibalo sangoMeyi sikhombise ukusikeka lapho isibalo singena ngaphansi kwezinga lama-50 ku-49.3.
Ukuqagela kwama-antipodean dollars kuzokwenyuka njengoba ibhalansi yakamuva yezohwebo yaseNew Zealand, ukuthekelisa nokungenisa ivezwa ngoLwesibili kusihlwa. Izinsizakalo ze-Australia, ezokukhiqiza kanye nama-PMIs ahlanganisiwe nazo zizoshicilelwa njengoba kuqala isikhathi sokuhweba saseSydney. NgoLwesine ekuseni uMbusi webhange elikhulu lase-Australia uMnu uLowe uzokwethula inkulumo eSydney. Ngokwemvelo, ukuphawula kwakhe maqondana nokuphathwa kwenqubomgomo yemali ye-RBA, kuzodala ukuqagela ku-AUD ukuthi kukhuphuke.
Njengezimpahla zezimali zombili i-AUD ne-NZD kuhlangene ne-CAD, kuzobazwela ekuphenduleni kwezimakethe zikawoyela maqondana nokungezwani okukhona phakathi kwe-Iran, i-UK ne-USA eStrait of Hormuz. I-WTI yehle ngo -7.61% evikini eledlule ukuqeda isonto ngo- $ 55.6 njengoba isimo sehlile. Umkhiqizi omkhulu kawoyela iSaudi Arabia udinga uwoyela ukuthi ubizwe ngentengo engu- $ 80- $ 85 emgqonyeni ukulinganisela isabelomali sawo kulo nyaka, ngokusho kwe-International Monetary Fund. I-Russia idinga intengo yekhefu ngisho ne $ 53 njengoba kwenza i-USA offshore-drillers kanye nama-frackers.
Intengo yegolide inyukele eminyakeni eyisithupha ephakeme ngesikhathi sokuhweba ngesonto eledlule, isiliva ne-palladium nakho kubone ukukhuphuka okukhulu. Izici zesizini ezinjengemikhosi nemikhosi e-Asia azidlali. Ngakho-ke, okuwukuphela kwencazelo enengqondo yokuphakama kwezinsimbi eziyigugu emasontweni amuva nje kususelwa ekunxenxekeni okuphephile kwezinsimbi eziyigugu. Ithusi likhuphuka kuphela ngo-0.27% minyaka yonke ngakho-ke abukho ubufakazi bokuthi izinsimbi zomhlaba ezingavamile zibhekene nezidingo zezimboni.
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