Izimali ze-US ziyalulama ukuvala inzuzo enhle yango-2018, ukuwa kwenkomba yamadola aseMelika, isenzo sentengo seFX asikho, njengoba amabhangqa amakhulu ehweba ngamabanga aqinile
Izimakethe ezinkulu zase-US nezinkomba manje sezithole indawo eningi elahlekile enikezwe ngesonto eledlule; i-DJIA ivale u-1.70%, i-SPX yenyuka ngo-1.39% kwathi i-NASDAQ yathuthela endaweni enhle yonyaka kuze kube manje; kukhuphuke ngo-1.57% ngosuku no-1.142 ngo-2018. Imakethe yonke eyi-10% yehla ngezinkomba ezintathu eziyinhloko, okukhomba ukulungiswa kobuchwepheshe, manje seyehlise kwaba ngu-7.5% wehla ukusuka esiqongweni, kanti i-DJIA manje isibhalisa u -0.48 % unyaka kuze kube manje ukulahlekelwa kwe-2018 ne-SPX -0.68%.
Njengoba isivuno seminyaka eyishumi se-Treasury bond sibuyela emuva sisuka ezingeni lika-2.90% ngosuku saya ku-2.85%, uvalo lokukhuphuka kwenzalo selwehlile. Abatshalizimali kungenzeka babheke ngokusobala isibikezelo se-YoY sokwehla kwamandla emali e-USA CPI, ngenxa yokuthi sizoshicilelwa ngoLwesithathu, sibikezela ukwehla ku-1.9% futhi babheka ukuthi i-selloff yeqiwe. Ngokuya ngemininingwane yemakethe yase-USA, abatshalizimali bakhiphe irekhodi lama- $ 30.6bn emalini yezimali zomhlaba wonke ngesonto eledlule ngesikhathi se-selloff, lapho i-US ibhekene nokuhoxa okukhulu kakhulu ngenxa yokungazinzi okukhulu okubonwe eWall Street. Ukuphuma kwemali eseMelika yamasheya kufinyelele ku- $ 34bn ezinsukwini ezinhlanu zokuhweba kuya kuLwesithathu, ngokusho kwedatha ye-EPFR, emele ukuphuma okukhulu kakhulu selokhu kwaba nezinkinga zebhange ngo-2008. Izimakethe zingaqala ukubona ukungena ngokushesha kubuya ezinsukwini ezizayo. Ngosuku oluthule lwezindaba zekhalenda lezomnotho lase-USA isitatimende sesabelomali sanyanga zonke siphuthelwe yisibikezelo, ngokufika ku- $ 49.2 billion ngoJanuwari.
Inkomba yedola yehle ngo-approx. 0.3% emini, njengoba idola lalivala usuku seluphansi cishe ngo-0.3% v we-euro futhi kusondele kufulethi kuqhathaniswa: i-franc yaseSwitzerland, i-UK pound ne-yen. Igolide lenyuka ngo-approx. I-0.5% iye ku- $ 1,324 nge-ounce, ngenkathi i-WTI ihlale ingaphansi kwe- $ 60 ebanzi emgqonyeni. Isivuno seminyaka eyishumi se-Treasury bond sihlehlele ku-2.85%, ngemuva kokunyuka saba yiminyaka emine ephakeme ngo-2.90% ngesikhathi sokuhweba. Kuwo wonke amabhodi abadayisi bezinsuku ze-FX bazobe bethwele kanzima ukukhipha inzuzo emakethe lapho iningi lamabhangqa aziwa kakhulu kwezokuhweba, ikakhulukazi lawo amakhulu amakhulu, akhombise okuncane kakhulu ngokwesenzo sentengo. Iningi lamabhangqa athengisa eceleni emabangeni aqinile kuzo zonke izikhathi zokuhweba zosuku.
Ngosuku oluzolile lwezindaba zase-Europe izinkomba ezinkulu nazo zathola ukwanda okuphawulekayo, i-UK FTSE 100 yavala usuku ngo-1.19, i-DAX yavala u-1.45% kwathi i-CAC yenyuka ngo-1.20%. Kodwa-ke, ngokungafani nozakwabo base-USA, izinkomba zase-Europe zisabhalisa unyaka obalulekile kuze kube manje ukuwa, isibonelo; i-FTSE 100 yehle -6.64% YTD. Okuwukuphela kwezindaba zekhalenda lezomnotho laseYurophu ezinokubaluleka kwangempela, ezithinta iSwitzerland CPI yenyanga kaJanuwari, ishaya isibikezelo sokuwa kuka -0.2%, ngokufika ngo -0.1% nokubhalisa ukunyuka kweYoY ngo-0.7%. Izimali ezibonwa ngamabhange aseSwitzerland zahlala zizinzile. I-euro ithumele cishe. Ukuzuza okungu-0.3% ngosuku uma kuqhathaniswa: idola laseMelika, iphawundi lase-UK kanye nefranc yaseSwitzerland. Ezinye izindaba eziphawulekayo, ezingabhalwanga ekhalendeni lezomnotho, zivela enkampanini yokulungisa amakhadi iVisa, eyathi izindleko zokuthengisa zase-UK zehle ngo-4% ngoJanuwari, ukuwa okukhulu kukaJanuwari okufakazelwe kusukela eminyakeni yokwehla kwamandla omnotho, cishe eminyakeni eyishumi emuva; ngo-2008-2009.
UKUQALA
I-GBP / USD ithengiswa nge-approx eqinile. Ibanga le-0.2%, ngokuchema okuncane kokubi phakathi nesikhathi sokuhweba sosuku. Ukuvala usuku phansi cishe ngo-0.1%, ngaphansi nje kwe-PP yansuku zonke ngo-1.383. I-GBP / CHF ilandele iphethini efanayo kanye nokuhweba okuhle kakhulu kububanzi obuqinile kuqhathaniswa nabo bonke ontanga bayo abakhulu, behluleka ukubhalisa noma yiziphi izinzuzo ngalolo suku.
EURO
I-EUR / GBP ithengiswe ngebanga eliqinile le-bullish ye-approx. 0.3% ngezikhathi zangoMsombuluko, kuvalwa cishe u-0.3% ngosuku, ngesinye isikhathi kwephula izinga lokuqala lokumelana no-R1, ngaphambi kokuvala ngo-0.888. I-EUR / USD ishaywe ngebanga eliqinile, likhuphuka ngo-R1 ekuseni e-European session, libuyela emuva nge-PP yansuku zonke, ukuze libuyise izinga le-R1, livala cishe i-0.3% ngosuku ngo-1.229.
IDOLELA LASEMelika
I-USD / JPY ithengiswe ngebanga eliqinile kakhulu le-0.1% phakathi nezikhathi zosuku, ukuhweba eduze kwepivot point yansuku zonke, ama-pair amabili emali aqeda usuku osondele kufulethi ngo-108.6. I-USD / CHF ishaywe ebangeni eliqinile, igudla phakathi kwezimo zokuqala ze-bearish, ukubuyisa umfutho wokuvala usuku cishe nge-0.1%, ngaphezulu kwe-PP yansuku zonke ngo-108.6. I-USD / CAD ithengiswe ebangeni eliqinile, likhuphuka ngenhla nje kwe-PP yansuku zonke, ngaphambi kokuyeka ukuzuza, ukuvala usuku phansi nge-0.1%, ngo-1.258.
GOLD
I-XAU / USD iphrinte okuphansi ngosuku lwe-1,317 nokuphakama okungu-1,324, ngaphambi kokuphela ku-circa 1,327. Kuvalwa i-circa engu-0.5% ngosuku, insimbi eyigugu iguqule uchungechunge lokulahleka kwansuku zonke okubonile ukuthi intengo yehlela esontweni eliningi eliphansi le-1,314.
IZIKHOKHISI ZESITHOMBE SANGOMABHEBHARI 12th.
• I-DJIA ivale u-1.70%.
• I-SPX ivale u-1.39%.
• I-FTSE 100 ivale u-1.19%.
• I-DAX ivale u-1.45%.
• I-CAC ivale u-1.20%.
IZENZAKALO ZEKHALENDA EZISEMQOKA ZOMNOTHO NGO-FEBRUARY 13.
• I-GBP. Inkomba Yamanani Abathengi (MoM) (JAN).
• I-GBP. Inkomba Yamanani Abathengi (YoY) (JAN).
• I-GBP. Inkomba Yamanani Endlu (YoY) (DEC).
• I-JPY. I-Gross Domestic Product yonyaka i-sa (QoQ) (4Q P).
IZENZAKALO ZEKHALENDA KOMNOTHO OPHAKEME UKUZE ZIQAPHELE NGOLWESIBILI FEB 13.
Izibalo zakamuva ze-CPI zase-UK, zombili ngenyanga kanye ne-YoY, zizobhekwa kakhulu lapho zikhishwa phakathi neseshini yaseLondon naseYurophu. Isibikezelo sokwehla kwe--0.6% ngoJanuwari nokwehliselwa ku-2.9% YoY, kusuka kusibalo samanje se-3%. Uma ukwehla okungu -0.6% kwembulwa khona-ke ukusabela kungabonakala ku-GBP. I-BoE iphakamise ukuthi uhlelo lwabo lwenqubomgomo yezimali lungashintsha ezinyangeni ezizayo; umbusi weBhange laseNgilandi aphakamisa ukuthi amanani wenzalo angaphakama futhi avame ukwedlula ukuqondiswa kwakhe kwangaphambilini okwakudaluliwe ngenxa yengcindezi yesikhashana yamanani emali. Kodwa-ke, uma kokubili ukufundwa kwe-CPI kungena njengesibikezelo, abatshalizimali bangahumusha izindaba njenge-bearish yephawundi, bethi i-BoE ingaphansi kwengcindezi encane (esikhathini esifushane kuya esiphakathi), ukukhuphula amanani.
Kuthe kusihlwa omunye umcimbi omkhulu wethonya eliphezulu wosuku ubandakanya isibalo seGDP sakamuva esivela eJapan. Isibikezelo sokwehla kusuka ku-2.5% waminyaka yonke i-QoQ kuya ku-1%, ngenani langenyanga liza ngo-0.6% wokukhula kwe-GDP ye-Q4 ka-2017. Uma lezi zibikezelo zingena njengoba kubikezelwe, i-yen ingase ibe ngaphansi kwengcindezi, njengabahlaziyi nabathengisi kungafika esiphethweni sokuthi kusesekuseni kakhulu ukuthi uNdunankulu u-Abe noma ibhange elikhulu le-BOJ, athuthukise ukuthambekela kwe-hawkish. I-govt ne-BOJ mhlawumbe bazocabanga ukumisa inhloso yabo yokusakaza ngaphambilini; ukulungisa nokulungisa izinqubomgomo zabo zezimali nezezezimali ngokulandelana.
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