ISITHOMBE SOKUMAKethwa KWEVEKI 14-19 / 8 | Ama-GDP eGerman, Europe nase Japan, azokwethula isithombe esifushane mayelana nempilo yonke yomnotho womhlaba

Agasti 10 • Extras • Ukubukwa okungu-2583 • Amazwana Off ku-WEEKLY MARKET SNAPSHOT 14-19 / 8 | Ama-GDP eGerman, Europe nase Japan, azokwethula isithombe esifushane mayelana nempilo yonke yomnotho womhlaba

Izibalo zokukhula kwaminyaka yonke kwama-GDP (umkhiqizo ophelele wasekhaya) emazweni amaningi, zishicilelwa phakathi nesonto elizayo. Uma ihlanganiswe nama-CPIs amaningana, lawa ma-metric ekhalenda lezomnotho aphezulu, azobhekwa ngokucophelela ukuze kubonakale izimpawu zobuthakathaka noma noma ukumiswa kwemali emnothweni ohlukahlukene. Ukuza ngemuva kokuqagela kwakamuva okushicilelwe yi-IMF, okubikezela ukwehliswa kwe-GDPs yamazwe abo kanye namazwe ngamanye, abahlaziyi kanye nabatshalizimali bazobheka noma ikuphi ukungahambisani okukhulu, phakathi kokubikezela nezibalo eziphrintiwe.

I-GDP yaseJapan kulindeleke ukuthi ikhombise ukuthuthuka okukhulu, inyuke iye ku-2.5% Q2 minyaka yonke, isuka ku-1% oqoshwe ku-Q1. IGerman YoY GDP kulindeleke ukuthi ihlale ingaguquki ku-2.9% ku-Q2, i-GDP yase-Italy kulindeleke ukuthi inyuke ngesizotha, ngaphezu kwesibalo se-Q1 esingu-1.2%. Ngenkathi i-GDP ye-Eurozone kulindeleke ukuthi ingene cishe isibalo se-YoY esingu-2.1% esibhaliswe ku-Q1. I-ECB izodalula izizathu ezenze yathatha izinqumo zayo zakamuva zokugcina inani lenzalo lingaqedi kanye nokugcina uhlelo lokuthengwa kwempahla lungashintshi.

Uma sibheka i-CPI futhi sigxile ezindabeni zeBrexit, izibalo zakamuva ze-inflation zase-UK zizohlaziywa ngokucophelela. Njengoba isanda kwehla kakhulu uma iqhathaniswa ne-euro, kodwa ikhuphuka uma iqhathaniswa nedola laseMelika ngoJulayi, umthelela ekwehleni kwamandla emali okungenayo kungenzeka ube muhle, neCPI isale ku-2.6%, yize i-Eurozone ingumlingani omkhulu wezohwebo wase-UK. I-CPI yaseCanada kulindeleke ukuthi ihlale ingashintshiwe ku-1%.

Imininingwane yakamuva yase-Australia yokungaqashwa kanye nokuqashwa izodalulwa phakathi nesonto elizayo, kanti futhi nangesonto elizayo lapho ibhange elikhulu lase-Australia lizoshicilela izizathu zalo zokugcina isimo salo senqubomgomo yezimali sikhona, abatshalizimali bazobheka imikhondo, kusukela emibikweni yonke yezinombolo zokuqashwa kwezwe, ukuthi i-RBA inelungelo lokugcina isimo sayo se-dovish.

Sunday iqala ngemininingwane yakamuva yaseJapan ye-GDP ye-Q2, isibikezelo ukuthi sizongena ku-2.5%, intuthuko enkulu ekukhuleni kwe-1% okurekhodwe ku-Q1. Idatha yokusetshenziswa nokusetshenziswa kwebhizinisi kweJapan nayo iyakhishwa. INew Zealand ishicilela inkomba yayo yezinsizakalo zokusebenza ngoJulayi nokufundwa kokuthengiswa kwezitolo (ngaphandle kwamanani emali).

UMsombuluko ekuseni iNew Zealand iphinde ishicilele imininingwane yayo yakamuva yokusebenza kwendali yobisi, okuyingxenye ebalulekile ekusebenzeni komnotho wezwe, ngenxa yokuthembela kwayo ekuthunyelweni kobisi e-Asia. Ngokudumazeka kwedatha yaseChina muva nje, ukugxila kwabatshalizimali kuzophendukela kumamethrikhi okugcina ekuthengiseni okuthengiswayo nasekukhiqizeni izimboni ukuthola ubufakazi bokuthi umnotho usadubula kuwo wonke amasilinda. Umkhiqizo wezimboni zeYoY kulindeleke ukuthi uwe, kepha i-YTD kulindeleke ukuthi ihlale ingaguquguquki, ngo-6.9% ngoJulayi. Kusuka eYurophu imininingwane yonyaka yokukhiqizwa kwezimboni neYoY izovezwa, ukukhula kwe-4% minyaka yonke okuvezwe ngoMeyi, kulindeleke ukuthi kugcinwe.

NgoLwesibili ekuseni ibhange eliphakathi le-RBA Australia lishicilela imizuzu yalo yomhlangano, lichaza isinqumo salo senzalo kanye nenqubomgomo yemali jikelele yamanje. Kucelwa uchungechunge lwemininingwane ye-GDP yaseJalimane, okulindeleke ukuthi isibalo seYoY Q1 esingu-2.9% sizogcinwa, noma sithuthukiswe. Isibalo se-Q2 sokukhula kwe-0.6% kubikezelwa. Uchungechunge lwemininingwane egqame kakhulu olushicilelwe ngoLwesibili luthinta izibalo zakamuva ze-inflation zase-UK, i-CPI yamanje engu-2.6% kulindeleke ukuthi ihlale ingashintshi, nenyanga ngenyanga ibe ngu-0.0%. I-RPI kulindeleke ukuthi ize ingashintshi ku-3.8%. Izintengo zokufaka zomkhiqizi zikaJulayi kulindeleke ukuthi zingene ngesibalo esiseduze ne-9.9% erekhodwe ngoJuni, lapho amanani okuthekelisa ethemba ukuthi azonyuka ngo-3.3%. Izintengo zezindlu zase-UK kulindeleke ukuthi ziveze ukwanda kwe-4.7% YoY ngenyanga kaJuni. Idatha yase-USA ifaka amanani entengo wokungenisa nokuthekelisa nokuthengisa okuthuthukile, okulindeleke ukuthi kukhuphuke ngo-0.4% ngoJulayi. Izinhlu zamabhizinisi ngoJuni kulindeleke ukuthi ziveze ukwanda ngo-0.4%, kanti ukuthengiswa kwekhaya kwaseCanada July kulindeleke ukuthi kuveze ukuthuthuka, kusukela ekuweni okuyisibalo -6.7% okuqoshwe ngoJuni.

NgoLwesithathu iqala ngemininingwane yase-Australia, ngemuva kokuthi isikhulu se-RBA uMnu u-Ellis enikeze inkulumo eCanberra, inkomba ehola phambili yaseWestpac ishicilelwa, njengenkomba yezindleko zamaholo. Njengoba kudalulwa ukunakekelwa kwe-GDP yase-Italy, isibikezelo sizofika ngesibalo esifana nokukhula kwe-1.2% okurekhodwe ku-Q1. I-Q2 GDP yaseYurophu kulindeleke ukuthi ibe sesibalweni esifana ne-Q1, ku-2.1%. Uchungechunge lwakamuva lwedatha yokuqashwa / ukungasebenzi lushicilelwe; Kubhekeke ukuthi kungezwe imisebenzi emisha engu-175k, kanti isibalo sabangasebenzi sizohlala singashintshiwe sibe ngu-4.5%. Ukukhula kwamaholo we-YoY kulindeleke ukuthi kuhlale kugxilile ku-1.8%. Ngemuva kokuvulwa kweNew York, idatha yezindlu evela e-USA iyagxila; zombili izimvume zokuqala nokwakhiwa kulindeleke ukuthi zehle kakhulu.

NgoLwesine ubona inani labangasebenzi e-Australia lishicilelwa; isibikezelo ukuthi sizoshintsha ngoJulayi ngo-5.6%. Izindaba zase-Europe ziqala ngokuthengiswa kwe-UK, okulindeleke ukuthi kukhule ngo-3% ukukhula kwe-YoY. I-CPI ye-Eurozone ijabule ngokuhlala ingashintshiwe ku-1.3% YoY. Izilinganiso ezahlukahlukene zokuhweba ze-Eurozone kulindeleke ukuthi zihlale zingaguquguquki futhi zibe yinsalela. I-ECB izokwazisa nge-akhawunti yayo yomhlangano wenqubomgomo yezimali kaJulayi. Njengenjwayelo ngoLwesine, e-USA kushicilelwa izimangalo ezintsha ezingenamisebenzi nezicelo eziqhubekayo. Umbono webhizinisi likaPhilly Fed kulindeleke ukuthi wehlele ku-17.9 kusuka ku-19.5 ngo-Agasti. Ukukhiqizwa kwezimboni kulindeleke ukuthi kubonise ukuwa ngoJulayi, kuya ku-0.1% kusuka ku-0.4% ngoJuni.

Friday kufakaza imininingwane yentengo yomkhiqizi waseJalimane eshicilelwe, njenge-akhawunti yamanje ye-Eurozone nedatha yokukhishwa kokwakhiwa. Kokubili uchungechunge lwedatha kulindeleke ukuthi luhlale lungashintshiwe. Njengoba ukunaka kuphendukela eNyakatho Melika, i-CPI yaseCanada kulindeleke ukuthi ingashintshi ku-1% YoY. Ukufundelwa ukuzethemba kweYunivesithi yaseMichigan ngo-Agasti kulindeleke ku-93.8, ukwanda ngo-0.4 kusuka ngoJulayi. I-Baker Hughes rig count ye-USA, njengenjwayelo, ivala imicimbi yekhalenda lezomnotho kuleli sonto.

Amazwana zivaliwe.

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