I-rally ye-US rally njengoba isiphakamiso sikaTrump sokunciphisa intela sidlula isithiyo sokuqala, izimali eziningi zifakazela ukuthi akunakwenzeka ukuhweba ngosuku ngoLwesine, njengoba isenzo sentengo singekho

UNovemba 17 • Ukushayela kwe-Morning Roll • Ukubukwa okungu-2692 • Amazwana Off embuthanweni wezezimali waseMelika njengoba isiphakamiso sikaTrump sokwehliswa kwentela sidlula isithiyo sokuqala, izimali eziningi zibonakala zingenakwenzeka ukuhweba kwansuku zonke ngoLwesine, njengoba isenzo samanani singekho.

Izinkomba eziyinhloko ze-equity e-USA zahlangana ngoLwesine, njengoba ukuncishiswa kwentela okuhlongozwayo, okwakusenhliziyweni yomqulu wokhetho kaTrump, kudlula inqubo yokuqala kahulumeni, njengoba iNdlu Yezigelekeqe yedlulisa inguqulo yokuqala yomthethosivivinywa we-Republican Party. Amaqembu aphikisayo amaDemocrats angase aphikisane nalo mthethosivivinywa kanye nohlaka lwawo oluphelele ukuqhubeka nenqubo, ikakhulukazi iqiniso lokuthi umthethosivivinywa (ngendlela yawo emsulwa) umele ukulahlekelwa kwentela ka-$1.5 trillion ngonyaka kuMgcinimafa.

Umbono ohlukile ekunqumeni kwamaRiphabhulikhi, ukuthi intela elahlekile, izomane isetshenziswe kabusha futhi iphinde isakazwe ngqo emuva emnothweni, ngakho-ke inikeze isikhuthazo sezimali esingaqondile. Kodwa-ke, emnothweni kanye nohulumeni othwele kanzima futhi odla izikweleti, ukulahlekelwa yimali yentela kungase kube nzima ukuthengiswa kwawo wonke amalungu ephalamende, ikakhulukazi njengoba amaRiphabhulikhi efuna ukuthi i-Obamacare yedemokhrasi (uhlobo lokunakekelwa kwezempilo kwendawo yonke) ibekwe eshalofini, njengengxenye yawo wonke amazwe. inqubo.

Mayelana nezindaba eziyisisekelo zase-USA; izicelo ezingenamsebenzi zingene ngesonto eledlule, kuyilapho izimangalo eziqhubekayo zehle kancane, izinkomba zokuthunyelwa kwempahla kwamanye amazwe nezokungenisa ezweni zehla futhi zageja izibikezelo. Ukukhiqizwa kwezimboni kwedlula ukubikezela ngamanani athile, okuza ngokukhula ngo-0.9%, kanti ukukhiqiza kwedlula isibikezelo sika-0.6%, kuza ngokukhula ngo-1.3%. Kokubili i-DJIA ne-SPX bavale cishe. 0.80%, kuyilapho i-USD/JPY yenyuka kancane, njengoba kwenza i-USD uma iqhathaniswa nontanga yayo abambalwa abayinhloko.

U-Sterling uthole inzuzo eqhathaniswa nontanga yakhe eyinhloko ngenxa yephaneli ye-BoE ehlangene e-Liverpool England, ukuthulisa izinzwa zabatshalizimali ngokuphakamisa ukuthi basenezinhlamvu zemali endaweni yabo yezikhali, ukusiza kokubili uhulumeni wase-UK kanye nomnotho. Lokho kusekelwa kungase kubaluleke kakhulu ezinyangeni ezizayo, njengoba isimo seBrexit siba bucayi kakhulu. Izinombolo zokuthengisa okudayiswayo zikhathazekile ngabatshalizimali abahle, abangena ngo-0.3% YoY ka-Okthoba, ezimele ukufundwa okungekuhle kokuqala kusukela ngo-2013. Izizathu ezibekwe phambili zokuwa beziningi futhi zihlukahlukene; ukukhuphuka kwamaholo aphansi akuhambisani nokwehla kwamandla emali, isikweletu sabathengi sifinyelela emazingeni akhathazayo, ukuntula ukuzethemba kwezomnotho kanye neBrexit esondelayo. Futhi ngokusebenza kwezitolo njengomqashi omkhulu wase-UK, ukukhathazeka okubanzi ukuthi ukuqhubeka nokusebenza kabi kwezitolo kungase kubangele ukudilizwa.

Izindaba zase-Europe zithinta ikakhulukazi amamethrikhi okwehla kwamandla emali; I-CPI ingene ngo-1.4% YoY, ngenkathi ibhalisa i-MoM yokukhuphuka ngo-0.1% ngo-Okthoba, ingafundanga kushintsha noma yimiphi imizwelo yabatshalizimali mayelana nokuthi i-ECB ingawanyusa nini amanani. Izinkomba ze-European equity ziphinde zatholwa ezinsukwini ezimbalwa ezilahlekile ochungechungeni, ukuze kuthunyelwe izinzuzo ezinengqondo ezingaphezu kuka-0.5% ezimweni eziningi.

I-Swiss franc bekuyimali engaphansi kwengcindezi kakhulu kontanga yayo phakathi nezikhathi zokuhweba zangoLwesine, yehla kakhulu ngenani njengoba isikhalazo sayo sendawo ephephile sincipha ngosuku futhi ngokuvamile amapheya emali kuphela ahlanganisa i-CHF, abebhekene nohlobo lwesenzo sentengo esivumela ukuhweba okunamandla. izinqumo ezizokwenzeka. Iningi lamanye amapheya emali lalihweba ngezigaba ezincane kakhulu, linikeza kancane kakhulu amathuba okuhweba avelele.

I-USDOLLAR

I-USD/JPY ivale cishe u-0.2% ngosuku lapho ihwebe ngebanga elicinene kakhulu. I-USD/CHF ikhuphuke yafinyelela ku-R1 yaya ku-R2, ihweba ngebanga elibanzi le-bullish, ivale usuku lwenyuka cishe ngo-0.6% ngo-0.994. I-USD/CAD iqede usuku eduze nefulethi, iphumule endaweni ye-pivot yansuku zonke, ngo-1.275.

EURO

I-EUR/USD yehle ngo-0.2% ngosuku, ihweba ebangeni elincane kakhulu le-bearish. Uma iqhathaniswa nedola laseCanada kanye nephawundi lase-UK, i-euro yehle ngo-0.3%, eduze ne-S1. I-EUR/CHF ikhuphuke cishe ngo-0.5%, ikhuphuka kancane usuku lonke, yephula u-R1 futhi yenyuka kancane nje ku-R2.

UKUQALA

I-GPB/USD ikhuphuke cishe ngo-0.2%, iphetha usuku cishe ngo-1.319. Uma kuqhathaniswa ne-Swiss franc iphawundi inyuke ngo-0.7%, ngenkathi yephula u-R2, yavala ngo-1.311. I-GBP/NZD ikhuphuke yafinyelela ku-R2, ngaphambi kokubuyela emuva kancane, ukuze kuphele usuku lukhuphuke ngo-0.5%, ngo-1.925.

GOLD

Ngokufanayo nezibambiso eziningi zosuku, intengo yegolide yayiqukethwe kububanzi obuncane obuncane kakhulu phakathi neseshini yokuhweba yosuku, i-XAU/USD iphethe usuku lokuvala ngo-$1279 iwunsi ngayinye, yehle ngo-0.2%, yaphinde yabambelela ku-100 I-DMA.

IZIQINISEKISO ZAMA-EQUITIES ZANGO-NOVEMBER 16

• I-DJIA ivale u-0.80%.
• I-SPX ivale u-0.82%.
• I-FTSE 100 ivale u-0.19%.
• I-DAX ivale u-0.55%.
• I-CAC ivale u-0.66%.

IMICIMBI YEKHALENDA YEZOMNOTHO OMQOKA KA NOVEMBA 17

• U-Draghi we-EUR ECB Ukhuluma e-Frankfurt.

• I-akhawunti Yamanje Ye-Euro-Zone kusukela (ama-euro) (SEP).

• I-CAD Consumer Price Index (YoY) (OCT).

• I-USD Housing Starts (MoM) (OCT).

• Izimvume Zokwakha ze-USD (MoM) (OCT).

• I-USD Baker Hughes US Rig Count (NOV 17).

Amazwana zivaliwe.

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