Ukwehla kwamanani emali e-USA, izibopho zeminyaka eyishumi zezezimali zikhuphuke zafinyelela eminyakeni ecishe ibe mine ephakeme, ngenkathi umbusi weBhange laseNgilandi uMark Carney esindisa okuhle ngobufakazi bakhe bokuzethemba
Izinkomba zemakethe eziyinhloko ze-US; I-DJIA, i-SPX ne-NASDAQ, ithengiswe kakhulu ngoLwesibili, ngemuva kokuthola ukuthengiswa kokuqala esikhathini esingaphezu kwenyanga ngoMsombuluko. I-DJIA ilahle amaphuzu angaphezu kwama-400 esigabeni esisodwa njengoba kufinyelelwe kwi-intraday low (ngenhla nje kuka-26,000). Umongo othile kumele unamathiselwe ekuweni kwakamuva; ukuthatha i-SPX njengesibonelo futhi yize kukhona ukulahleka okuthunyelwe ezinsukwini ezimbili ezedlule, izinzuzo ze-2018 njengamanje zingama-5.5%, kanti izinzuzo ze-NASDAQ zikwi-7.2% ngoJanuwari. Uma sibheka izinzuzo ezenziwe yi-DJIA emasontweni angama-52 edlule cishe zingama-35%.
Kubalulekile ukuthi wazi ukuthi ukuze kubizwe imakethe yebhere, ukuvumelana okwamukelekayo kungukubuyiselwa emuva okungama-20% kusuka esiqongweni sezinkomba eziningi, ukulungiswa ngokuvamile kuzobalwa njengokuwa okungu-10% ukusuka esiqongweni. Ukwehla kwezimakethe zezimali zase-USA (ebhodini) okwamanje kungaphansi kuka-2.5%. Kubalulekile ukuthi umbono ugcinwe maqondana nalokhu kudonsela emuva okuncane, isikhundla esingaguquka phakathi nezikhathi zakusasa, uma umthelela wokuqala "wesimo sekheli lezinyunyana" likaTrump usufakiwe futhi i-FOMC iveze isinqumo sabo senani lenzalo.
Abahlaziyi abaningi nabahlaziyi bezimakethe babhekisa kubhamu lemakethe yezibopho engahle iqhume njengophawu lokuxwayisa maqondana nemakethe yamasheya ewa kakhulu; Isivuno seminyaka eyishumi soMnyango Wezezimali sicindezelwe ngaphezu kuka-2.73% phakathi nangoLwesibili, okuyizinga eliphakeme kakhulu elibonwe kusukela ngo-Ephreli 2014. Futhi u-3% uvame ukubhekwa njengesisekelo lapho: izindleko zezimali zezinkampani zizoba zibiza kakhulu, imakethe yamasheya izolahlekelwa ukuheha kwayo futhi ngakho-ke umfutho wokukhula uzophela. Kumele kuqashelwe ukuthi i-FOMC iphindaphindwe kabili inani lenzalo laya ku-1.5% lisuka ku-0.75% ngo-2017, futhi sizoqala ukuthola ngoLwesithathu kusihlwa ukuthi iyini imibono yekomidi leFed maqondana nenqubomgomo yemali ngonyaka ka-2018. Uma amazinga wenzalo enyuka kakhulu ngonyaka wezi-2018 , khona-ke amathuba ukuthi amanani emakethe yezibopho azokhuphuka ngokuqhubekayo.
Ukukhishwa kwekhalenda lezomnotho okuhambisana nokuzethemba kwabathengi okuphathelene ne-USA, okushaya isibikezelo ngokukhuphukela ku-125.4 ngoJanuwari, ukufundwa kwentengo ye-Case Shiller house composite 20 kufinyelele ku-6.31% YoY. Inkomba yedola laseMelika iluvalile usuku lwayo, kanti i-USD yehlulekile ukuzuza kakhulu uma iqhathaniswa ne-yen, i-euro ne-sterling. I-DJIA ivale u-1.19%, i-SPX yehla ngo-0.92%. Igolide lehle cishe ngo-0.2%, uwoyela we-WTI wehla waba ngaphezu kuka- $ 62 emgqonyeni ngamunye.
Zombili izibalo zeFrance ne-Eurozone's GDP zingene kusimo sezulu; i-EZ ithumele ukukhula kwe-YoY ka-2.7% kanti iFrance yafinyelela ku-2.4% YoY. Kwezinye izindaba zekhalenda lezomnotho ukuthunyelwa kweSwitzerland kukhuphuke ngo-2.8% ngenyanga. Ukufundwa kwe-CPI YoY yaseJalimane kwehle kwaba ngu-1.6% ngoJanuwari kusuka ku-1.7%, kanti ukuzethemba komthengi kwe-Eurozone kuhlala kungashintshi kanti kulindeleke ukuthi kube ngu-1.3%.
Kwezinye izindaba zaseYurophu ukugunyazwa kwemali mboleko ye-UK kwehlile, ngenkathi isikweletu sabathengi sikhuphuka, njengoba kwenza nokuboleka izindlu zokuhlala e-UK, ukuthi ngabe lokhu kukhuphuka kokubolekwa kumele ukuzethemba, noma ukuphelelwa yithemba, kuyinkohliso ukusungula. Iphawundi lase-UK libe ngaphansi kwengcindezi ngesikhathi sokuqala kweseshini yokuhweba yase-Europe, njengoba usuku belugqoke kakhulu landa ngenani uma kuqhathaniswa neningi lontanga yalo, lathola umfutho ekubukekeni ngokuzethemba kombusi we-BoE uMark Carney phambi komgcinimafa khetha ikomidi. Ngaleso sikhathi waveza umbono wokuthi iBrexit ngeke ilimaze umnotho wase-UK njengoba kwakucatshangwa ngaphambili nokuthi ngokuphathwa kwenqubomgomo yemali ngempumelelo noma yikuphi ukuwa kungabakhona kalula. Amagama akhe aduduzayo afanelekile ngoba umbiko oputshukile uphakamisa ukuthi i-UK ingahle ilahlekelwe yi-8% GDP ngemuva kweBrexit, okuholele ekutheni i-FTSE 100 ithengise futhi yabangela ukuwa kwangesikhathi esisekuseni.
IDOLELA LASEMelika.
I-USD / JPY ithengiswe ebangeni eliqinile le-bearish usuku lonke, iwela nge-S1 futhi ibhalise ukuwa okungu-0.4%, ngaphambi kokululama ukuvala cishe i-0.1% ngosuku ngo-108.7. I-USD / CHF ilandele iphethini efanayo kuma-dollar yen, iwela nge-S1, ukuze ibuye ilulame ukuphela kosuku phansi cishe ngo-0.3% ngo-0.934. I-USD / CAD ishaywe ngabaningi, esimisweni saseYurophu ipheya yemali yezimpahla yephule i-R2, ngaphambi kokuwela ku-S1, ukuvala usuku oluseduze nephuzu le-pivot yansuku zonke ngo-1.233, phansi cishe ngo-0.1%.
UKUQALA
I-GBP / USD ithengiswe ezinhlotsheni eziningi, ilulama kusukela ekuweni kokuqala nge-S1, ikhebula elibuyiselwe ukuqaqa nge-PP yansuku zonke ukuze ekugcineni yephule i-R1, kuphele usuku kuze kube ngu-0.3% ngo-1.414. I-GBP / JPY bekungumbhangqwana oyisisekelo ovelele othole uhla olukhulu lokuhweba nokushaywa ngemisipha emini, ekuqaleni kudilike nge-S2 ukudabula i-PP yansuku zonke, ukuvala cishe u-0.3%, ngaphezu kwe-R1 ngo-153.9.
EURO
I-EUR / GBP ishaywe ngezinhlobonhlobo, yaqala yokwephula i-R1 esimisweni saseYurophu, isiphambano semali esinqamule emuva siguqula inkombandlela edlula kwi-PP yansuku zonke yokwephula i-S1, iphrinta inani eliphansi nsuku zonke elingu-0.875, livalwe ngo-0.876 phansi cishe ngo-0.2% ngosuku . I-EUR / USD nayo ibhaxabulwe ebangeni eliqinile, yawela ku-S1 ngaphambi kokululama kwephula i-R1, up approx. 0.4%, bese unikeza ezinye izinzuzo zokuqeda usuku cishe ngo-1.240, ukhuphuke ngo-0.2%.
GOLD
I-XAU / USD igxiliwe ebangeni eliqinile ngokuchema phansi, iwele ku-S1, inyuke nge-PP yansuku zonke, bese ibuyela emuva ukuze iphinde ifinyelele ezingeni lokuqala lokumelana. Kuvalwa usuku kuma-circa 1,334, insimbi eyigugu ilahlekelwe ngamaphoyinti angama-32 selokhu ifinyelele kwinani eliphakeme le-2018 nezinyanga ezintathu ze-1,366 ngesonto eledlule.
IZINKOMPANI ZESITHOMBE SOKUQALA NGO-JANUARY 30.
• I-DJIA ivale u-1.37%.
• I-SPX ivale u-1.09%.
• I-FTSE 100 ivale u-1.09%.
• I-DAX ivale u-0.95%.
• I-CAC ivale u-0.87%.
IZENZAKALO ZEKHALENDA EZISEMQOKA ZOMNOTHO ZANGO-JANUARY 31.
• i-EUR. Ukuthengiswa KwezeJalimane (YoY) (DEC).
• i-EUR. Isilinganiso Sezimangalo Zokusweleka Kwemisebenzi saseJalimane sa (JAN).
• i-EUR. Isilinganiso Sokungasebenzi Kwe-Euro-Zone (DEC).
• i-EUR. I-Euro-Zone Consumer Index Index Estimate (YoY) (JAN).
• I-CAD. Umkhiqizo wasekhaya omningi (YoY) (NOV).
• USD. Isinqumo Sesilinganiso se-FOMC (Upper Bound) (JAN 31).
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