Izimakethe zezimali zaseMelika ziphele ngesonto eledlule ngokwanda okukhulu, kanti abatshalizimali bazogxila ezibalweni ze-USA GDP kulo Lwesithathu ukwahlulela umkhombandlela wezimali kanye nedola laseMelika.
Izimakethe zezimali zase-US zishintshe ukulahleka kwazo kwamasonto onke ngoLwesihlanu, kanti i-SPX inyuke ngo-1.60% ngosuku, ukukhuphuka manje sekubuyisele inkomba endaweni enhle yonyaka; I-YTD inyuke yaba ngu-2.79% ngesikhathi kuvalwa ibhizinisi ngoLwesihlanu. Kokubili i-DJIA ne-NASDAQ zilandele amaphethini wokutakula afanayo, noma kunjalo, inkomba ye-NASDAQ tech inyuke ngo-6.29% obaluleke kakhulu kuze kube manje ku-2018, manje osubuyisele inkomba emzileni ofanayo ekubuyiseleni kwezinkanyezi okwenzeka ngo-2017.
Abatshalizimali bazogxila ezibalweni zakamuva ze-GDP zomnotho wase-USA, ezizoshicilelwa ngo-13: 30 ntambama isikhathi sase-UK, ngoLwesithathu oluzayo lwango-28 kuFebhuwari. Isibikezelo sokwehla okuncane kuya ku-2.5% GDP YoY ye-Q4, kusuka ku-2.6% ye-Q3. Iyeza nje ngemuva nje kokuba kukhishwe imizuzu ye-FOMC, futhi nokulungiswa kwemakethe yamasheya kwakamuva kusesisha ezingqondweni zabatshalizimali, lezi zibalo ze-GDP zizohlaziywa kahle uma sezikhishwe. Isibalo esishaya isibikezelo singaphakamisa abathengisi be-USD FX ukuthi i-FOMC ingazizwa inamandla okunamathela kuhlelo lwayo oluhlosiwe lokukhuphuka kwamazinga kulo lonke u-2015, noma ikhuphule imvamisa yamazinga okukhuphuka kusuka ekukhuphukeni okuphindwe kathathu kuye kwemine ngo-0.25%. Uma isibikezelo sokukhululwa singaphuthelwa abathengisi beFX bangahlulela ukuthi i-FOMC ingabuyela ezinhlosweni zabo ze-hawkish. Noma ngabe yimuphi umphumela, i-USD nakanjani izogxilwa ngokucijile; ngaphambi, ngesikhathi nangemva kokukhishwa.
Abanye abahlaziyi bamabhange okutshalwa kwezimali kanye nosomaqhinga bezohwebo babikezela ukuthi idola laseMelika lingahle ekugcineni libhekane nenguquko embonweni we-bearish, kanti ngaphambi kwesikhathi ukuphakamisa ukuthi kufinyelelwe ekugcineni, maqondana ne-USD uma iqhathaniswa nontanga yayo, kuzofanele kufike iphuzu lapho bobabili uMnyango Wezezimali nowase-USA, bemukela khona ukuthi idola elibuthakathaka kakhulu livimbela ukukhula komnotho, ngokungafani nokuhlinzeka ngesikhuthazo. Inkomba yedola (i-DXY) ifinyelele eminyakeni emithathu ephansi ngoFebhuwari 16 ka-88.25. Inkomba itholakale yaya ku-89.84 ekupheleni kwesonto, ibamba ukwanda ngo-0.8% kwesonto.
IBrexit isondela masinyane lapho kuzongenwa khona, uma uMashi efika iwashi leBrexit linonyaka wokubala, ngenxa yokuthi ukuphuma okuseduze kwephawundi lase-UK akunakwenzeka ukuthi kutholakale ukuzinza nokuntuleka kokungazethembi okubonwe phakathi nengxenye yesibili ka-2017. Ekugcineni umxoxisi we-EU uDonald Tusk wawasusa amagilavu maqondana nokuntuleka kwenqubekela phambili kanye nesimo sase-UK, ebhekisa esimweni sohulumeni baseTory "njengenkohliso". Okushiwo ukuthi i-UK ayiyithathi ngokungathi sína le nqubo futhi okusolwayo ukuthi iqembu lase-UK lifuna i-Brexit elukhuni, kepha lidinga ikhono nokulandisa ukuze lisole ukungaziphathi kahle kwe-EU nganoma ikuphi ukwehluleka emaphephandabeni ase-UK, ngokungafani nokwamukela noma yimuphi umthwalo njengohulumeni.
I-ECB nayo ibhekene nokulinganisa inani elibonakalayo, elilinganisiwe le-euro, isimo esikhethekile esinikezwe inani lenzalo ye-Eurozone lingu-0.00% futhi kusekhona uhlelo lokuvuselela lokuthengwa kwempahla olukhona. I-ECB (futhi empeleni i-euro) ngokungangabazeki iyizisulu zezimo ezilawulwa yi-ECB; kuqhathaniswa ne-yen, i-UK pound, nedola laseMelika i-euro iphikisane nezinqumo ezenziwe ngamanye amabhange amakhulu kanye nokwenza izinqumo kwezepolitiki, okuthinte ngqo inani le-euro, yize inani lenzalo ku-EZ lingekho ku-zero. Njengoba izibalo zakamuva zokwehla kwamandla emali zikhishwa kuhlobo lwemali olulodwa ngoLwesithathu, inani le-EUR lizoba ngaphansi kwengcindezi uma liqhathaniswa nontanga balo abakhulu. Isibikezelo sokwehla kwe-CPI kuye ku-1.2% kusuka ku-1.3% YoY, uma lesi sibalo singahlangatshezwa, abadayisi beFX bangahumusha umphumela njengoba i-ECB inezikhala eziningi zokuqhubeka ne-APP yamanje, kunokuba iyitape njengoba kukhonjisiwe ngaphambili.
Imicimbi yekhalenda ebalulekile okumele ibhekwe ngeso lokhozi ngoMsombuluko kuFebhuwari 26.
I-UK British Banking Association izodalula izibalo zakamuva zokugunyazwa kwempahla ebanjiswa ngoJanuwari, isibikezelo sokwenyuka kancane sibe ngu-37,000. Ngaphambi kuka-2008 lezo zibalo zazizobhekwa njengokuwa, kodwa-ke, naphezu kokukhuphuka kwamanani ezindlu kusukela kwenzeka ingozi cishe eminyakeni eyishumi emuva, lezo zibalo zemalimboleko manje sezithathwa njengezinto ezijwayelekile. Abahlaziyi bazobheka lokhu kukhishwa kwanoma yiziphi izimpawu zokuthi iBrexit yenza abathengi base-UK bafise ukuthatha noma isiphi isikweletu esibalulekile.
Ntambama uMongameli we-ECB u-Mario Draghi uzobamba inkantolo azokwethula inkulumo eBrussels, ngokwemvelo abezindaba abahlanganisiwe nabatshalizimali bazogxila enkulumweni ukuthola ukuthi ngabe uMnu Draghi uletha noma yiziphi izinkomba zokuqondisa phambili, maqondana nokuthinta uhlelo lokuthengwa kwempahla , noma noma yiliphi inani lenzalo elihlosiwe liyenyuka.
Ntambama umnotho waseNew Zealand uzogxila kakhulu njengoba kuzotholakala amanani akamuva okuthekelisa, ukuthekelisa nokungenisa kanye nokuhweba. Idola le-kiwi i-NZD lehle ngasekupheleni kwesonto eledlule njengoba abatshalizimali bebenombono wokuthi ukukhishwa kwamandla emali kwakamuva kwe-CPI kuhlangene nedatha ye-GDP, kusho ukuthi ibhange elikhulu le-NZ alijahile ukukhuphula inani lenzalo ebalulekile. Ukuthekelisa, ukungenisa kanye nedatha yebhalansi yezohwebo kulindeleke ukuthi iveze ukuwohloka, kukhulise ukwesaba ukuthi umnotho weNZ kungenzeka ukuthi ufinyelele eqophelweni eliphezulu.
« ISITHOMBE SOKUMAKethwa KWESONTO 26/2 - 2/3 | Isonto lezibalo ze-GDP zaseCanada, e-USA, eFrance nase-Italy, zingakhombisa amandla okukhula komhlaba osentshonalanga, ngenkathi ama-CPI ahlukahlukene ezokwembula izinga lezingcindezi zokwehla kwamandla emali Ukunaka kwabatshalizimali kuzophendukela kwisibalo sakamuva sokwehla kwamandla emali kwe-Eurozone, ngenxa yokukhathazeka kwe-ECB mayelana nenani eliphakeme le-euro »
