Izimali zase-US kanye nokwenyuka kwedola, ngenxa yethemba lokukhuthaza intela kanye namazwana kaJanet Yellen we-hawkish
Isithembiso sikaTrump sentela yokhetho sibuyile ohlelweni ngoLwesithathu, lokhu kwehliswa kwentela okungenzeka kube khona, kuya ku-20% ophakanyisiwe, kusukela ezingeni lamanje elicishe libe ngu-35%, bekuyingxenye yesizathu sokuthi amasheya aseMelika anyuke kakhulu phakathi nosuku. Lokho kwehliswa okuhleliwe nokwethenjisiwe kuyisizathu esiyinhloko sokuthi amanani emali anyukile kusukela ekugcotshweni kukaTrump, awanyukanga ngenxa yokusebenza kwenkampani, noma amaholo. Uma inqubomgomo yentela yeRiphabhulikhi yehluleka ukuba umthetho, kungase kulandele ukulungiswa kwezabelo eziqinile. Nokho, inkolelo ku-Wall Street ithi; kuyilapho inqubomgomo yokunciphisa intela eyinkimbinkimbi ingase ibonakale ikhohlisayo futhi idla isikhathi ukuze ikhishwe, ukuncishiswa kwentela okukodwa kungenziwa ngokushesha. Futhi isikhuthazo esinjalo sokwehliswa kwentela, ukuze kusekelwe izintengo zokulingana, kungase kuhambisane nanoma yikuphi umnyakazo owenziwa yi-Fed mayelana nokuqiniswa kwenani, noma izinga lenzalo likhuphuka, ngaleyo ndlela kukhanselwe noma yimuphi umthelela omubi wokukhuphuka kwezinga.
IDOLELA LASEMelika
Inkomba yeDola, okuyisilinganiso senani ledola laseMelika, uma iqhathaniswa nesisindo sontanga bayo abakhulu abayisithupha, inyuke ngo-0.54% ngoLwesithathu ngo-93.47, ngemuva kokukhuphuka yafinyelela ku-93.60, okuyizinga eliphakeme kakhulu elibonwe kusukela zingama-23 ku-Agasti. Abatshalizimali bakhuphule inani ledola ngemuva kokuthi usihlalo we-Fed u-Yellen esho ngoLwesibili, ukuthi ukuzimisela kwe-Fed ukunyusa amanani kanye nokuhlehlisa ibhalansi yayo yama-dollar ayizigidi eziyizinkulungwane ezingu-4.5, ngeke kuphazanyiswe ukwehla kwamandla emali ngokwehluleka ukwephula umgomo ka-2%. I-EUR/USD yehle ngo-0.3% yaya ku-1.1758, kwesinye isigaba iwela ku-S1 yaya ku-1.1717, ukuze iqedele usuku lokululama lube ngaphezu kwephoyinti le-pivot lansuku zonke. I-GBP/USD yehlele ku-S1, cishe ngo-0.5% kuya ku-1.3400. I-USD/JPY ikhuphuke yafinyelela ku-R2 ekuqaleni kweseshini yaseNew York yafinyelela phezulu kwansuku zonke ku-113.25, ngaphambi kokuyeka ezinye izinzuzo, yehlela ku-R1 no-112.76. I-USD/CHF ilandele iphethini efanayo, iphetha usuku cishe. 0.9719. I-USD/CAD ikhuphuke cishe ngo-0.9% futhi yephula u-R3 njengoba umphathi webhange elikhulu laseCanada ethula inkulumo ebonisa ukuthi akukho okunye ukuqiniswa kwezimali okuzokwenzeka.
Idatha yekhalenda yezomnotho ibe nomthelela we-USD eshicilelwe ngoLwesithathu zingama-27
• Ukuthengiswa kwezindlu okusalindile e-USA kugeje umgomo futhi kwehle ngo -2.6% ngo-Agasti nango -3.1% YoY.
• Ama-oda wezimpahla ezihlala isikhathi eside akhuphuke ngo-1.7%, edlula isibikezelo sokunyuka okungu-1%.
EURO
Njengoba i-euro yehla yaba phansi ngenyanga eyodwa uma iqhathaniswa nedola laseMelika, imali ye-bloc eyodwa yehlulekile ukwenza inzuzo enkulu uma iqhathaniswa nontanga bayo ngaphandle kwedola laseCanada. Kodwa-ke, ukulahlekelwa uma kuqhathaniswa nedola laseMelika kwakukweletwa kakhulu amandla edola, ngokungafani nanoma yikuphi ukuthambekela okuqhubekayo okusabambezeleka ngenxa yomphumela wokhetho lwaseJalimane. I-EUR/GPB yehle kancane ngo-0.1% yaya ku-0.8770, iphetha ukuphumula kosuku eduze nendawo ye-pivot yansuku zonke. I-EUR/JPY ikhuphuke cishe ngo-0.2% yaya ku-132.59 futhi i-EUR/CHF yehle ngo-0.2%, yaya ku-1.1420.
Ibingekho imicimbi ebalulekile yekhalenda yezomnotho ehlobene ne-Eurozone ngoLwesithathu.
UKUQALA
Ngesinye isikhathi phakathi nezikhathi zokuhweba zosuku upondo wase-UK wenyuka wafinyelela phezulu emavikini ayishumi uma uqhathaniswa ne-euro, nokho, umfutho awukwazanga ukugcinwa. Ngaphandle kokukhuphuka kwayo okunesizotha uma iqhathaniswa ne-euro nokuwa iqhathaniswa nedola laseMelika, ukunyakaza kwe-sterling bekuqukethwe endaweni eqinile, njengoba yehlulekile ukuzuza okubalulekile iqhathaniswa nontanga yayo, ngaphandle kwedola laseCanada. I-GBP/CHF yehle ngo-0.2% yaya ku-1.3021.
Ibingekho imicimbi ebalulekile yekhalenda yezomnotho ehlobene ne-UK ngoLwesithathu.
IDATHA YOKULINGANA KANYE NEZINDABA
• I-DJIA ikhuphuke ngo-0.29%
• I-SPX ikhuphuke ngo-0.56%
• FTSE 100 up 0.38%
• I-DAX ikhuphuke ngo-0.41%
• I-CAC ikhuphuke ngo-0.25%
• STOXX 50 phezulu 0.53%
• Igolide lehle ngo-0.7% @ 1283.03
• Uwoyela we-WTI ukhuphuke ngo-0.2% @ 52.16
Imicimbi yekhalenda yezomnotho ebalulekile esohlwini lwangoLwesine mhla zingama-28 kuSepthemba
• I-EUR German GfK Consumer Confidence Survey (OCT). Isibikezelo sizokhuphukela ku-11, sisuka ku-10.9.
• I-EUR German Consumer Price Index (YoY) (SEP P). Isibikezelo sizohlala ku-1.8%.
• I-USD Gross Domestic Product (eyonyaka) (2Q T). Isibikezelo sizohlala ku-3%.
• I-USD Advance Good
« Yini ofisa ukuthi wazi ngokuhweba ngenkathi uqala I-UK GDP ne-Eurozone CPI izohlolisiswa ngoLwesihlanu lwesi-29 »
