Meyi 14 • Amazwana eMakethe, Ukushayela kwe-Morning Roll • Ukubukwa okungu-3137 • Amazwana Off ezimakethe zezimali zase-US ziyawohloka njengoba iChina iphendula uma iqhathaniswa nezinsongo zamanani entengo, i-JPY ne-XAU zikhuphuka njengoba ubungozi bungabhebhethekisa isikhalazo sokuphepha.
Izikhulu zaseChina zihlala zithule ngokusobala futhi zihloniphekile, ngesikhathi kuhlasela izwe ezinkundleni zokuxhumana izwe livele lathola kuMongameli Trump, ngempelasonto edlule. UTrump uthathe indlela yakhe ayithandayo yokuxhumana (Twitter) ngeSonto, ukuphinda asongele umnotho waseChina, ngamanani anyukile ka-25%, kukho konke ukungeniswa kwamaShayina okuya e-USA. Iziphathimandla zaseChina zagcina zikuthulisile ukubhala uhlu lwezinto ezithunyelwa e-USA ezizobhekana nezindleko eziphindayo. Abahlaziyi, abahwebi kanye nabatshalizimali bathathe lokhu kuziphindisela kokugcina njengobufakazi bokuthi kuncane okulindelwe ukuthi kube khona ukuvumelana nokuvumelana, esikhathini esifushane. Ngakho-ke, ababambiqhaza bemakethe baqala ukubiza ngentengo yomonakalo empini yezohwebo ezobiza, ngesisekelo sokuthi akekho onqobayo empini yezohwebo.
Izimakethe zama-equity zaseChina zithengiswe kakhulu ngesikhathi seseshini yase-Asia ngoMsombuluko ekuseni, ubungozi besimo sabe sesidlulela esimisweni sase-Europe, njengoba i-UK FTSE 100, i-DAX yaseJalimane ne-CAC yaseFrance ithengiswe emakethe evulekile, yagcina ivaliwe: -0.55% , -1.52 no -1.22% ngokulandelana. Ngo-20: 00 ntambama izinkomba zezimakethe zase-UK zasehle ngokweqile, i-SPX yehla ngo--2.33% kwathi i-NASDAQ yehla -2.79%. I-NASDAQ iwile kusuka ku-circa 22% + inzuzo ku-2019 YTD, kuya ku-approx. Amaphesenti ayi-16.2% phakathi namasonto amabili adlule, njengoba izingqinamba zezohwebo zaseChina zibangele ukuguquka kwesimo semakethe yezokulingana. Izitoko ze-FAANG tech zithathe ukushaya, i-Apple ithengisa ngaphezulu kuka -5% esigabeni esisodwa, ngenkathi uhlu olusha lwe-Uber lwehle cishe ngo -12%, kumaka i-circa -17% yehla ngentengo yayo evulekile engu- $ 45.00 ngoLwesihlanu, obekungukuthi kusethwe ekugcineni okuphansi kwenani / okulindelwe, ngamabomu ukugwema ukuwa okungaka.
Izimpahla zithole inhlanhla ehlanganisiwe ngesikhathi sokuhweba, uwoyela weWTI ushaywe ngohlobo olubanzi, wahluka phakathi kwezimo zokuqala zokuqina nezokuqina, ngasekupheleni kwesikhathi sokuhweba sosuku. Abakwa-WTI bahlukane ngesibambo sika- $ 63.00 njengoba inani lephula u-R3, ngaphambi kokunikela ngenzuzo, yehle ku-S3 kanye nentengo engu-61.07 ngesikhathi esilandelayo seseshini yaseNew York, ngemuva kokuphrinta inani eliphansi nsuku zonke elingu-60.79. Igolide lenyuka ngezikhathi zokuhweba zosuku, njengoba isikhalazo salo esiphephile sanda; ngo-20: 30 ntambama i-XAU / USD ithengise i-1.11% yephula amazinga amathathu wokumelana, njengoba intengo yephule isibambo se-1,300, okokuqala ngqa kusukela ngo-Ephreli 12-13.
Encwadini yakudala, yombhalo, umfanekiso wobungozi ekuhwebeni, ama-yen ahehe amabhidi okusindisa kusuka kubatshalizimali abafuna isiphephelo ezimakethe eziwayo, ikakhulukazi ezimakethe zezimali zase-Asia eziwohlokayo. I-JPY iqophe ukuzuza okuphawulekayo ngosuku kuqhathaniswa nabo bonke ontanga bayo abakhulu, ikakhulukazi: i-GBP, i-EUR, i-CHF, i-AUD ne-USD. I-USD / JPY enkulu iqhubekile nokuwa kwayo kwakamuva, igcina isikhundla esingaphansi kwesibambo esingu-110.0 ku-109.23 phansi -0.57%, okuphansi kungashicilelwanga kusukela ekuqaleni kukaFebhuwari, njengoba intengo yehlele ku-S3, ngaphambi kokululama kancane ngasekupheleni kweseshini yokuhweba yaseNew York .
Amaphethini afanayo esenzo senani lentengo atholwa yizo zonke izimali, bekuyi-JPY eyayiyimali ephikisayo yalaba bobabili. IFranc yaseSwitzerland ihehe nokutshala imali okuphephile, ngo-20: 45 ntambama isikhathi sase-UK i-EUR / CHF sathengisa phansi -0.54% ngo-1.130, njengoba isenzo samanani entengo esibi sabona ukwehla kwamanani emazingeni amathathu osekelo. I-USD / CHF ithole iphethini efanayo yokuziphatha kwamanani entengo, yehla ngo -0.52% ukufinyelela ku-1.006, ukuhweba phansi -1.13% masonto onke, njengoba isikhalazo seSwissie sikhuphukile kuleli sonto elidlule lokuhweba.
I-GBP / USD ithengiswe ngo-1.296 ngo-21: 00 ntambama, yehla ngo -0.27% ngosuku, ngemuva kokuqala ukuhweba endaweni enhle ngesikhathi sokuqala kweseshini yaseLondon naseYurophu. Umbhangqwana omkhulu wemali obizwa nge- "cable", waguqula inkombandlela ngodlame ngaphambi kokuba iNew York ivuleke, ekugcineni yawela ezingeni lesibili lokusekelwa, i-S2, ngesikhathi sokugcina seseshini yokuhweba yaseNew York. Isizathu sokuwa ngokwengxenye bekungenxa yamathemba afiphele ukuthi iPhalamende lase-UK lizofinyelela esivumelwaneni maqondana nesivumelwano sokuhoxiswa kweBrexit esivela ku-European Union. Izinga lezikhungo abadayisi be-FX kumele bafinyelele eqophelweni lokubekezela eliqinile, maqondana nokulinganisa kwabo ngababili abahle kakhulu, ngokuya ngesimo esikhona manje.
Ngokusobala, ngokusho kwabahlaziyi bezepolitiki; UNdunankulu uMay akaguquki esifisweni sakhe sokubuyela eBrussels ukuyocela isivumelwano esibuyekeziwe, futhi uhlose ukubuyisa i-WA ngevoti lesine elinenjongo, uyenqaba ukubukeka esula esikhundleni, yize iqembu laseTory livotele iminyaka eminingi ongqongqoshe baklelile ukuze bambambe ngesizotha, ngawo wonke amathuba. Abahlaziyi kungenzeka ukuthi babuza umbuzo obanzi; “Ngubani manje ophethe iBrithani?” unikezwe isimo esivele sinesiphithiphithi. Ngaphezu kwalokho, isimo esinjalo asikwazi ukukhuthaza ukuzethemba ku-GBP, noma ezimakethe zokulingana zase-UK.
NgoLwesibili ekuseni ngo-9: 30 ekuseni ikhalenda lezomnotho lizogxila kokusha: Ukuqashwa kwe-UK, ukungasebenzi kanye nedatha yamaholo. Njengokwejwayelekile, isibalo sabantu abangasebenzi kulindeleke ukuthi sihlale siphansi kuthi ukuqashwa kusale kuphezulu futhi kulindeleke ukuthi ukwenyuka kwamaholo kufike ngaphambi kokwenyuka kwamandla emali. Kodwa-ke, imininingwane yehluleka ukuveza ezinye zezinkinga ezizungeze isihlava somholo ophansi nomsebenzi wokungavikeleki e-UK
Ngemuva kwalokho, ukunakwa kuphendukela e-Eurozone ngo-10: 00 ekuseni, njengoba kufundwa okwakamuva kwe-ZEW kweJalimane kanye ne-Eurozone ebanzi. AbakwaReuters babikezela ukwenziwa ngcono kwawo womathathu amamethrikhi, okungaba nomthelela omuhle enanini le-euro. Ngo-13: 30 ntambama, njengoba kuzovulwa eNew York, kuzoshicilelwa uchungechunge lwedatha, oluphathelene namanani wokungenisa nokuthumela e-USA. Inzalo yale datha izokwenyuka ngenyanga ezayo, uma ukungenisa nokuthunyelwa kwamanye amazwe kukhuphuka ezindlekweni, ngenxa yamanani entengo yaseChina nawaseYurophu, abaphathi base-USA bahlose ukufaka isicelo kuzimpahla ezisendleleni njengamanje.
« Ingabe lo mkhuba usengaba ngumngani wakho, ngezikhathi ezithile? Izimakethe zezimakethe zase-USA zikhuphuka, njengoba abahlaziyi behlose umhlangano, phakathi kukaTrump noXi Jinping engqungqutheleni ye-G20 kaJuni, njengesisombululo esingaba khona empini yentela, i-USD iphakama iqhathaniswa nontanga. »
Izimakethe zamasheya ase-US zintengantenga njengoba iChina iphendula uma kuqhathaniswa nezinsongo zentela, i-JPY ne-XAU zikhuphuka njengoba ubungozi bungabhebhethekisa isikhalazo sokuphepha.
Meyi 14 • Amazwana eMakethe, Ukushayela kwe-Morning Roll • Ukubukwa okungu-3137 • Amazwana Off ezimakethe zezimali zase-US ziyawohloka njengoba iChina iphendula uma iqhathaniswa nezinsongo zamanani entengo, i-JPY ne-XAU zikhuphuka njengoba ubungozi bungabhebhethekisa isikhalazo sokuphepha.
Izikhulu zaseChina zihlala zithule ngokusobala futhi zihloniphekile, ngesikhathi kuhlasela izwe ezinkundleni zokuxhumana izwe livele lathola kuMongameli Trump, ngempelasonto edlule. UTrump uthathe indlela yakhe ayithandayo yokuxhumana (Twitter) ngeSonto, ukuphinda asongele umnotho waseChina, ngamanani anyukile ka-25%, kukho konke ukungeniswa kwamaShayina okuya e-USA. Iziphathimandla zaseChina zagcina zikuthulisile ukubhala uhlu lwezinto ezithunyelwa e-USA ezizobhekana nezindleko eziphindayo. Abahlaziyi, abahwebi kanye nabatshalizimali bathathe lokhu kuziphindisela kokugcina njengobufakazi bokuthi kuncane okulindelwe ukuthi kube khona ukuvumelana nokuvumelana, esikhathini esifushane. Ngakho-ke, ababambiqhaza bemakethe baqala ukubiza ngentengo yomonakalo empini yezohwebo ezobiza, ngesisekelo sokuthi akekho onqobayo empini yezohwebo.
Izimakethe zama-equity zaseChina zithengiswe kakhulu ngesikhathi seseshini yase-Asia ngoMsombuluko ekuseni, ubungozi besimo sabe sesidlulela esimisweni sase-Europe, njengoba i-UK FTSE 100, i-DAX yaseJalimane ne-CAC yaseFrance ithengiswe emakethe evulekile, yagcina ivaliwe: -0.55% , -1.52 no -1.22% ngokulandelana. Ngo-20: 00 ntambama izinkomba zezimakethe zase-UK zasehle ngokweqile, i-SPX yehla ngo--2.33% kwathi i-NASDAQ yehla -2.79%. I-NASDAQ iwile kusuka ku-circa 22% + inzuzo ku-2019 YTD, kuya ku-approx. Amaphesenti ayi-16.2% phakathi namasonto amabili adlule, njengoba izingqinamba zezohwebo zaseChina zibangele ukuguquka kwesimo semakethe yezokulingana. Izitoko ze-FAANG tech zithathe ukushaya, i-Apple ithengisa ngaphezulu kuka -5% esigabeni esisodwa, ngenkathi uhlu olusha lwe-Uber lwehle cishe ngo -12%, kumaka i-circa -17% yehla ngentengo yayo evulekile engu- $ 45.00 ngoLwesihlanu, obekungukuthi kusethwe ekugcineni okuphansi kwenani / okulindelwe, ngamabomu ukugwema ukuwa okungaka.
Izimpahla zithole inhlanhla ehlanganisiwe ngesikhathi sokuhweba, uwoyela weWTI ushaywe ngohlobo olubanzi, wahluka phakathi kwezimo zokuqala zokuqina nezokuqina, ngasekupheleni kwesikhathi sokuhweba sosuku. Abakwa-WTI bahlukane ngesibambo sika- $ 63.00 njengoba inani lephula u-R3, ngaphambi kokunikela ngenzuzo, yehle ku-S3 kanye nentengo engu-61.07 ngesikhathi esilandelayo seseshini yaseNew York, ngemuva kokuphrinta inani eliphansi nsuku zonke elingu-60.79. Igolide lenyuka ngezikhathi zokuhweba zosuku, njengoba isikhalazo salo esiphephile sanda; ngo-20: 30 ntambama i-XAU / USD ithengise i-1.11% yephula amazinga amathathu wokumelana, njengoba intengo yephule isibambo se-1,300, okokuqala ngqa kusukela ngo-Ephreli 12-13.
Encwadini yakudala, yombhalo, umfanekiso wobungozi ekuhwebeni, ama-yen ahehe amabhidi okusindisa kusuka kubatshalizimali abafuna isiphephelo ezimakethe eziwayo, ikakhulukazi ezimakethe zezimali zase-Asia eziwohlokayo. I-JPY iqophe ukuzuza okuphawulekayo ngosuku kuqhathaniswa nabo bonke ontanga bayo abakhulu, ikakhulukazi: i-GBP, i-EUR, i-CHF, i-AUD ne-USD. I-USD / JPY enkulu iqhubekile nokuwa kwayo kwakamuva, igcina isikhundla esingaphansi kwesibambo esingu-110.0 ku-109.23 phansi -0.57%, okuphansi kungashicilelwanga kusukela ekuqaleni kukaFebhuwari, njengoba intengo yehlele ku-S3, ngaphambi kokululama kancane ngasekupheleni kweseshini yokuhweba yaseNew York .
Amaphethini afanayo esenzo senani lentengo atholwa yizo zonke izimali, bekuyi-JPY eyayiyimali ephikisayo yalaba bobabili. IFranc yaseSwitzerland ihehe nokutshala imali okuphephile, ngo-20: 45 ntambama isikhathi sase-UK i-EUR / CHF sathengisa phansi -0.54% ngo-1.130, njengoba isenzo samanani entengo esibi sabona ukwehla kwamanani emazingeni amathathu osekelo. I-USD / CHF ithole iphethini efanayo yokuziphatha kwamanani entengo, yehla ngo -0.52% ukufinyelela ku-1.006, ukuhweba phansi -1.13% masonto onke, njengoba isikhalazo seSwissie sikhuphukile kuleli sonto elidlule lokuhweba.
I-GBP / USD ithengiswe ngo-1.296 ngo-21: 00 ntambama, yehla ngo -0.27% ngosuku, ngemuva kokuqala ukuhweba endaweni enhle ngesikhathi sokuqala kweseshini yaseLondon naseYurophu. Umbhangqwana omkhulu wemali obizwa nge- "cable", waguqula inkombandlela ngodlame ngaphambi kokuba iNew York ivuleke, ekugcineni yawela ezingeni lesibili lokusekelwa, i-S2, ngesikhathi sokugcina seseshini yokuhweba yaseNew York. Isizathu sokuwa ngokwengxenye bekungenxa yamathemba afiphele ukuthi iPhalamende lase-UK lizofinyelela esivumelwaneni maqondana nesivumelwano sokuhoxiswa kweBrexit esivela ku-European Union. Izinga lezikhungo abadayisi be-FX kumele bafinyelele eqophelweni lokubekezela eliqinile, maqondana nokulinganisa kwabo ngababili abahle kakhulu, ngokuya ngesimo esikhona manje.
Ngokusobala, ngokusho kwabahlaziyi bezepolitiki; UNdunankulu uMay akaguquki esifisweni sakhe sokubuyela eBrussels ukuyocela isivumelwano esibuyekeziwe, futhi uhlose ukubuyisa i-WA ngevoti lesine elinenjongo, uyenqaba ukubukeka esula esikhundleni, yize iqembu laseTory livotele iminyaka eminingi ongqongqoshe baklelile ukuze bambambe ngesizotha, ngawo wonke amathuba. Abahlaziyi kungenzeka ukuthi babuza umbuzo obanzi; “Ngubani manje ophethe iBrithani?” unikezwe isimo esivele sinesiphithiphithi. Ngaphezu kwalokho, isimo esinjalo asikwazi ukukhuthaza ukuzethemba ku-GBP, noma ezimakethe zokulingana zase-UK.
NgoLwesibili ekuseni ngo-9: 30 ekuseni ikhalenda lezomnotho lizogxila kokusha: Ukuqashwa kwe-UK, ukungasebenzi kanye nedatha yamaholo. Njengokwejwayelekile, isibalo sabantu abangasebenzi kulindeleke ukuthi sihlale siphansi kuthi ukuqashwa kusale kuphezulu futhi kulindeleke ukuthi ukwenyuka kwamaholo kufike ngaphambi kokwenyuka kwamandla emali. Kodwa-ke, imininingwane yehluleka ukuveza ezinye zezinkinga ezizungeze isihlava somholo ophansi nomsebenzi wokungavikeleki e-UK
Ngemuva kwalokho, ukunakwa kuphendukela e-Eurozone ngo-10: 00 ekuseni, njengoba kufundwa okwakamuva kwe-ZEW kweJalimane kanye ne-Eurozone ebanzi. AbakwaReuters babikezela ukwenziwa ngcono kwawo womathathu amamethrikhi, okungaba nomthelela omuhle enanini le-euro. Ngo-13: 30 ntambama, njengoba kuzovulwa eNew York, kuzoshicilelwa uchungechunge lwedatha, oluphathelene namanani wokungenisa nokuthumela e-USA. Inzalo yale datha izokwenyuka ngenyanga ezayo, uma ukungenisa nokuthunyelwa kwamanye amazwe kukhuphuka ezindlekweni, ngenxa yamanani entengo yaseChina nawaseYurophu, abaphathi base-USA bahlose ukufaka isicelo kuzimpahla ezisendleleni njengamanje.
« Ingabe lo mkhuba usengaba ngumngani wakho, ngezikhathi ezithile? Izimakethe zezimakethe zase-USA zikhuphuka, njengoba abahlaziyi behlose umhlangano, phakathi kukaTrump noXi Jinping engqungqutheleni ye-G20 kaJuni, njengesisombululo esingaba khona empini yentela, i-USD iphakama iqhathaniswa nontanga. »