ISITHOMBE SAMAKHEKHI WEVEKI 06 / 11-10 / 11 | Izinqumo zamazinga wenzalo e-Australia naseNew Zealand, ama-PMI aseYurophu nedatha yezomnotho yaseChina kuzoba yimicimbi evelele yokuqapha leli sonto elizayo
I-Markit Economics izoshicilela inqwaba yama-PMIs aseYurophu phakathi nesonto elizayo, lezi zinkomba ezihamba phambili zinikeza ukuqonda okuthakazelisayo lapho abaphathi bokuthenga bakholelwa ukuthi amabhizinisi abo ngabanye kanye nemikhakha ingase ibheke khona, ngaleyo ndlela izinkomba zingabonisa ukubikezela njengoba zihola, ungabambezeli.
Ibhange elimaphakathi lase-Australia i-RBA, kulindeleke ukuthi limemezele ukuthi lishiya izinga lenzalo lingashintshile ku-1.5%, emvuthwandaba womhlangano wabo wangoLwesibili. Ngokunjalo ne-RBNZ kungenzeka imemezele ukuthi nayo isishiye inzalo ebalulekile ku-1.75% ngoLwesine. UMbusi waseCanada uStephen Poloz angase abangele ukuthi idola laseCanada linyakaze uma esenkantolo ezindaweni ezimbili ezihlukene ngoLwesibili. Umnotho wase-UK uhlale ungaphansi kwesibonakhulu ngenxa yesahlukaniso esisondelayo esivela e-Europe, ngakho-ke idatha ephathelene nokukhiqizwa kwezimboni nokukhiqiza, ukukhiqizwa kwezakhiwo nezibalo zakamuva zebhalansi yokuhweba, izoqashwa ngokucophelela ukuze kubhekwe noma yiziphi izimpawu zokuqala zobuthakathaka bomnotho obuzibangele.
I-China ikhipha amamethrikhi ambalwa abalulekile womthelela omkhulu phakathi nesonto, okuphawuleka kakhulu kuwo okuzoba: inani lemalimboleko emisha ekhishiwe, inkomba yentengo yomthengi (CPI), ukuthunyelwa kwamanye amazwe, ukungenisa kanye nedatha yebhalansi yokuhweba. Nakuba ukusebenza komnotho waseShayina kubonakala kuncane kakhulu, mayelana nezindaba zomnotho womhlaba muva nje.
Sunday iqala isonto ngokugxila emaminithini eBhange LaseJapan ahlobene nomhlangano wabo wakamuva wenqubomgomo yezimali. Ngokhetho lukazwelonke lwakamuva kanye ne-yen yehla ngokuqhathaniswa nedola emasontweni asanda kwedlula, abatshalizimali bazobe becubungula imizuzu ukuze bathole izimpawu zanoma yiluphi ushintsho kunqubomgomo yezimali exekethile eyamukelwa yi-BOJ, echazwa ngokuthi “i-Abeonomics”, eminyakeni yamuva nje. Ekuseni ngoMsombuluko ekuseni uMbusi we-BOJ u-Kuroda wenza inkulumo eNagoya, lapho angase achaze futhi axoxe ngezindaba ezihlukahlukene zenqubomgomo yezimali.
UMsombuluko ekuseni iqala ngedatha yendali yobisi yaseNew Zealand, njengoba impahla enkulu yesizwe ethunyelwa ngaphandle njengempushana yobisi ibukwa ngokucophelela, ukuze kutholwe noma yiziphi izimpawu zobuthakathaka bokuthekelisa emnothweni we-NZ. I-reserve Bank yaseNew Zealand izophinde iveze umbono wayo weminyaka emibili wokwehla kwamandla emali engxenyeni yesine. Njengoba ukunakwa kuphendukela ekuvulweni kwezimakethe zaseYurophu, ama-oda efekthri yaseJalimane azoqashwa ukuze athole noma yikuphi ukuthuthukiswa, noma ukwehla, ngenani lokukhula likaSepthemba 7.8%. I-Swiss CPI ibikezela ukuthi izohlala iseduze nesibalo samanje esingu-0.7% seYoY, ngemuva kwalokho ama-Markit PMI amaningana: I-France, i-Italy, iJalimane kanye ne-Eurozone ebanzi iyashicilelwa. Inkomba yentengo yomkhiqizi we-Eurozone nayo izodalulwa.
NgoLwesibili ofakazi ibhange eliphakathi lase-Australia lidalula isinqumo sezinga lenzalo, okwamanje liku-1.5% akukho okulindelekile ukuthi likhuphuke. Njengoba ukunaka kushintshela eYurophu, kushicilelwe isibalo sokukhiqizwa kwezimboni eJalimane, ku-4.7% YoY, abahlaziyi bazobheka ukukhula okufanele kugcinwe. Kuzoshicilelwa ama-PMI okwakhiwa kanye nokudayisa aseJalimane, ama-PMI okudayisa nawo azolethelwa: I-Italy, i-France kanye ne-Eurozone, kanti izibalo eziphelele zokudayisa ze-Eurozone nazo zizodalulwa. Izibalo ze-JOLTS (ukuvulwa kwemisebenzi) zizodalulwa e-USA futhi isikweletu somthengi kulindeleke ukuthi sibonise ukukhuphuka. Imicimbi ebalulekile yezomnotho yosuku iphetha ngokuthi umphathi weBhange LaseCanada, uStephen Poloz, ethule inkulumo futhi ebambe nesithangami sabezindaba ezindaweni ezihlukene kusihlwa.
NgoLwesithathu iqala nge-raft yedatha yesiShayina; izimpahla ezivela kwamanye amazwe, ukuthunyelwa kwamanye amazwe, ukutshalwa kwezimali kwamanye amazwe kanye nezibalo zebhalansi yokuhwebelana. Izindaba zase-Asia ziyaqhubeka nokushicilelwa kokufundwa kwenkomba okuhamba phambili nokuye kwaqondana. Izicelo ze-mortgage yase-USA ziyashicilelwa, njengoba kunjalo nezindlu zaseCanada eziqalayo nezimvume zokwakha. Umbiko wamasonto onke wendabuko omayelana nezimpahla zamandla zase-USA unikeziwe; nge-inventories kawoyela ongahluziwe njengokufundwa okuvelele kakhulu. Kusihlwa ibhange elikhulu laseNew Zealand lizomemezela isinqumo sezinga lenzalo; njengamanje ku-1.75% kukhona okulindelekile ngokunyuka. Kusihlwa kuphetha ngenqwaba yolwazi lwaseJapan olushicilelwe; ama-oda emishini, ibhalansi yokuhweba, i-akhawunti yamanje kanye nezibalo zokubolekwa kwebhange ezivelele kakhulu.
NgoLwesine imininingwane yokuthengiswa kwendlu yofakazi eshicilelwe eNew Zealand, okuyisibalo esaphahlazeka ngoSepthemba ngo -26%, ngakho-ke kuzofunwa ukululama. Inhlangano yezohwebo yase-UK yezakhiwo i-RICS izoshicilela ibhalansi yentengo yendlu ka-Okthoba, kuyilapho i-Australia izoshicilela: imali mboleko yezindlu, imalimboleko yokutshala izimali kanye nenani ledatha yemalimboleko. Izibalo zokuqothuka kweJapan zibikwa, ngaphambi kokuthi ukunakwa kuguqukele e-Europe ngokuntuleka kwemisebenzi yaseSwitzerland, okulindeleke ukuthi kuhlale ku-3%, kuqale iseshini ematasa kakhulu yedatha yaseYurophu. Ukuthekelisa kweJalimane, ukungenisa, ibhalansi yokuhweba kanye nedatha yemali eningi ye-akhawunti yamanje izoshicilelwa. I-ECB izoshicilela umbiko wayo wezomnotho, ngemva kwalokho kuzoshicilelwa inani elibalulekile lemininingwane eliphathelene nomnotho wase-UK; idatha yezimboni neyokukhiqiza, umkhiqizo wokwakha, ibhalansi yezohwebo kanye nesilinganiso esivela ku-NIESR se-Q4 GDP. Njengoba kugxilwa ezwenikazi laseNyakatho Melika, kushicilelwe ulwazi lwakamuva lwentengo yendlu yaseCanada, njengezibalo ezivamile zamasonto onke ezivela e-USA ngezimangalo zokuntuleka kwemisebenzi neziqhubekayo zokungasebenzi. Ntambama umbusi webhange laseSwitzerland uMnu. Jordan uzokhuluma eFrankfurt.
Friday iqala usuku nge-raft yedatha yesiShayina; udaba lwemali mboleko emisha iwukukhululwa okugqame kakhulu. Ibhange elimaphakathi lase-Australia i-RBA izoshicilela isitatimende senqubomgomo yezimali, maduze nje ngemva kokuvezwa kwenkomba yemboni yemfundo ephakeme yase-Japan yakamuva. Ayikho imicimbi yekhalenda evelele ehlelelwe ukukhululwa e-Europe ngoLwesihlanu. Imicimbi ebalulekile yekhalenda yase-USA ngosuku iqala ngokufunda imizwelo kwenyuvesi yase-Michigan, usuku luvalwa ngezinombolo ezivamile zokubala ze-Baker Hughes kanye nesibikezelo sakamuva sesabelomali sanyanga zonke sase-US sika-Okthoba.
« Ukuphahlazeka okuhle kakhulu kuqhathaniswa nontanga abakhulu; yehla ngo-1.75% v EUR no-1.40% v USD, njengoba iBhange laseNgilandi likhipha isinqumo sokuthi amanye amanani azokhuphuka, esikhathini esifushane kuya kwaphakathi I-euro ingahlolisiswa ngoMsombuluko, njengoba iningi lezincwadi zekhalenda lezomnotho zithinta i-Eurozone »
