I-WEEKLY MARKET SNAPSHOT 16 / 10-20 / 10 | Idatha yezomnotho yase-UK izocutshungulwa kahle, ukuthola ukuthi i-BoE inezinhlamvu zokukhuphula inani lenzalo elingaphezulu kuka-0.25% ngoNovemba
Kunokwaziswa okuningi okuthakazelisayo okubalulekile okufanele kuhlaziywe kuleli sonto, izibalo ze-CPI (ukwehla kwamandla emali) zishicilelwa emazweni amaningi, ukukhula kwakamuva kwe-GDP yaseChina kwembulwa, kuyilapho ngokungangabazeki i-UK izoba yisizinda esikhulu ngenxa yezizathu ezihlukahlukene.
Kunoxhaxha lwedatha yekhalenda yezomnotho ezolethwa izinhlangano ezihlukahlukene ezigunyaziwe e-UK, ikakhulukazi i-ONS izobe iletha imininingwane mayelana: ne-CPI yakamuva, ukukhula kwamanani okuthengisa kanye nokwenyuka kwamanani entengo yomkhiqizi okuhlukahlukene. Amalungu ahamba phambili e-BoE azobizelwa ukuthi avele phambi kwekomidi elikhethiwe lephalamende, ukuze achaze ukuthi abona umnotho uphokophele kuphi, okubaluleke kakhulu uma kubhekwa isikhathi esibekiwe odabeni lweBrexit kanye nombusi we-BoE kanye nozakwabo, baphakamise ukuthi ukunyuka kwezinga kumenyezelwe ngoNovemba 2nd.
Sunday iqala isonto ngomcimbi wekhalenda wezomnotho ongajwayelekile, uJanet Yellen, usihlalo we-Fed, unikeza inkulumo ngomnotho kanye nenqubomgomo yezimali ntambama (GMT) isikhathi. Kusihlwa kushicilelwa inkomba yezinkonzo zokusebenza zaseNew Zealand, futhi kusihlwa i-UK ithola i-metric yayo yakamuva yenkomba yentengo yendlu, evela enkampanini ezimele edayisayo i-Rightmove, ebala amanani abuzayo, hhayi amanani okuthengisa.
UMsombuluko iqala ngemiphumela yendali yobisi evela eNew Zealand, lena imiphumela yedatha ebalulekile okufanele ibukwe, uma kubhekwa ukuthi i-NZ ithembele kakhulu ekuthunyelweni kobisi e-Asia, nokuthi i-kiwi NZD (njengemali yempahla), ingasebenza kanjani ngemiphumela enjalo. Ukusebenza komnotho waseShayina kanye nedatha yayo eqinile, kubonakala kungeyona indawo yengxoxo emithonjeni yezezimali evamile yase-The West muva nje, isibalo sakamuva se-CPI sikaSepthemba kulindeleke ukuthi sehle siye ku-1.6%, sisuka ku-1.8% (YoY) ngo-Agasti. I-Europe inekhefu kusukela ezenzakalweni ezinomthelela omaphakathi kuya phezulu ngoMsombuluko, e-USA ngokufanayo, ukuthengiswa kwezindlu ezikhona e-Canada ngoSepthemba kufanele kuthuthuke kudlule ukufundwa kuka-August 1.3%. I-CPI yaseNew Zealand ivala imicimbi ebalulekile yekhalenda yosuku; I-Q3 kanye nedatha yaminyaka yonke ye-CPI ikhishwa, kanti ikota kulindeleke ukuthi ibe isicaba futhi isibikezelo sesibalo se-YoY sihlale siseduze nokufundwa kwamanje okungu-1.7%.
NgoLwesibiliImicimbi ebalulekile yekhalenda iqala ngebhange elikhulu lase-Australia (i-RBA), lishicilela amaminithi okuhlelwa kwesilinganiso sakamuva kanye nomhlangano wenqubomgomo yezimali, ngemva kwalokho, uma izimakethe zaseYurophu sezivuliwe, kuzogxilwa e-UK njengamalungu ahlukahlukene e-BoE yase-UK. fakaza phambi kwekomiti elikhethiwe. Uchungechunge lwakamuva lwezibalo ze-inflation lushicilelwe e-UK izibalo ze-CPI kanye ne-RPI zizolethwa kanye nokufundwa okuhlukahlukene kwamanani entengo yomkhiqizi. Ukufundwa okubalulekile kokuqapha yi-CPI, okwamanje ku-2.9%, ikakhulukazi nge-BoE etshela ukuthi izinga lenzalo yase-UK lidinga ukukhuphuka, ukuze kunqandwe izingcindezi zokwehla kwamandla emali. Idatha yakamuva ye-Eurozone CPI kaSepthemba izodalulwa, okwamanje iku-1.5%, kuncane okulindelekile ngokunyuka. Ukufundwa kwemizwelo yezomnotho okuvela kwa-ZEW, kokubili kweJalimane ne-Eurozone, kuzobhekwa ngokucophelela ukuze kutholakale noma yiziphi izimpawu zokuthambisa ukuzethemba. I-USA ishicilela uchungechunge lwedatha eqinile yezomnotho ngoLwesibili, ikakhulukazi izibalo zokukhula kwentengo yokungenisa nokuthekelisa, ukukhiqizwa kwezimboni/zokukhiqiza kanye nenkomba yezindlu ze-NAHB.
NgoLwesithathu kugxilwe e-UK ngedatha yakamuva yokuntuleka kwemisebenzi kanye neyokuqashwa eshicilelwe, isibikezelo singokwesethi yemiphumela elungile futhi ezinzile, engaqinisa inkolelo yokuthi i-BoE izoba nezinhlamvu eziningi ezidingekayo ukuze kuthethelelwe ukwanda kwe-UK. isilinganiso esiyisisekelo, lapho i-MPC (ikomidi lenqubomgomo yezimali) lihlangana ngoNovemba 2nd. Imininingwane ephathelene nemakethe yezindlu nezindlu yase-USA ishicilelwe ngoLwesithathu; izimvume zezindlu, izimvume zezindlu kanye nokuqala. Izimvume zibikezelwa ukuthi zizokwehla zisuka ku-5.7% ziye ku-3.3%, okubonisa ukwehliswa kwesizini, ngokungafani nanoma yikuphi ukwethenjwa okunciphile kulo mkhakha. Kusihlwa incwadi e-beige yase-USA ishicilelwe yi-Fed, usuku luvalwa ngedatha yase-Japan, i-metric eyinhloko okufanele iqashwe kuzoba ibhalansi yezohwebo zokuthengisa ngoSepthemba.
NgoLwesine ekuseni ofakazi base-Australia abangasebenzi kanye nedatha yokuqashwa ishicilelwa, izinga lokungasebenzi kulindeleke ukuthi lihlale liseduze nenani lamanje lika-August lika-5.6%. Uchungechunge olubalulekile lokukhishwa kwedatha lushicilelwa yi-China ekuseni kakhulu, okuhlanganisa nesibalo sakamuva se-GDP; Isibikezelo sizofika ku-6.8% ku-Q3, ukwehla kusuka ku-6.8%. Ukudayiswa kwezitolo nezibalo zokukhiqiza ezimbonini nakho kuveziwe. Njengoba izimakethe zaseYurophu zivula i-UK iveza izibalo zayo zakamuva zokuthengisa, ezibonise ukwenyuka okumangazayo okungu-1% ngo-Agasti, abahlaziyi babikezela ukwehla kwezibalo zokuthengisa zikaSepthemba, kodwa isibalo se-YoY sizohlala siqinile. Izimangalo zamasonto onke zokuntula imisebenzi kanye nezinombolo zezicelo eziqhubekayo zase-USA zizocutshungulwa, uma kubhekwa uhlu lwemisebenzi ye-NFP olunegethivu engu-33k esanda kushicilelwa, umphumela osolwa ngokuphelele ngesizini yeziphepho zase-USA.
Friday iqala ngedatha yokuchitha imali yekhadi lesikweletu laseNew Zealand eshicilelwe ekuseni, ngaphambi kokuthi izimakethe zaseYurophu zivule ukukhuphuka kwamanani kwakamuva komkhiqizi waseJalimane kuzovezwa. Umbusi webhange laseJapan, uMnu. Kuroda uzokwethula inkulumo eTokyo, ezothatha ukubaluleka kanye nokubaluleka okwengeziwe njengoba iJapan izoya okhethweni maduze nje ukuyovota okhethweni olubizwe ngokuzuma ngu-Abe. Imininingwane yamanje ye-akhawunti ye-Eurozone ilethwa, njengedatha yase-UK emkhakheni womphakathi kanye nokuboleka kukahulumeni kukonke. Ngokwemvelo, noma yikuphi ukuwohloka kuzobhekwa nge-prism ye-BoE futhi kufanele inhloso yokunyusa izinga lesisekelo ngoNovemba. Isibalo sakamuva se-CPI yaseCanada sizoshicilelwa kuseshini yaseNew York, okulindelekile ukuthi isibalo se-YoY sihlale ku-1.4%. Ukuthengiswa kwezitolo zaseCanada nakho kuyashicilelwa, ngaphambi kokuthi sidlulele kudatha yase-USA mayelana nokuthengiswa kwezindlu ezikhona, okubikezelwa ukuthi kuzokwehla ngo--0.6% ngoSepthemba, ukuthuthuka ukusuka ekwindla -1.7% okurekhodiwe ngo-Agasti.
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