ISITHOMBE SOKUMAKHA EMASONTO 18/01 - 22/01 | Izimakethe ZIBHEKA NGOKUQALA KOKUTHUTHUKISWA KWAMABHODI NGESIKHATHI I-PMIS YASE-EUROPA INGANIKEZA UKUTHUKA
Yize ithonya le-macroeconomic lisabonakala ekuziphatheni kwezimakethe, izinto eziyisisekelo zaqala ukuthinta izikhathi zokuhweba zesonto. Imininingwane efakwe ohlwini kumakhalenda ezomnotho njengemiphumela ye-GDP, izibalo zokungenisa / ukuthumela, imizwa, izinkulumo zezikhulu zeFed kanye ne-ECB, kanye nokwehla kwamandla emali konke sekuqale ukuthinta izimakethe.
Abatshalizimali bezimakethe, abahwebi nabahlaziyi basathatha izinqumo ngokuya ngezinto ezifana nobhadane, ihhovisi likamongameli waseMelika kanye neBrexit, kepha lezi zinkinga ngandlela thile zinentengo e-UK. Isiphithiphithi onqenqemeni siphelile. UBiden uvulwa ezinsukwini eziyisikhombisa. Yonke iminotho nemiphakathi isiqala ukubheka ngale kwesimo esibucayi njengamanje lapho imishanguzo eyehlukene (ngethemba) imise ukudluliswa kwegciwane.
Ukuqashwa kabusha kuyinselelo enkulu nethuba ngo-2021
Inselelo esabekayo kunazo zonke ukuthi izokwakhiwa kanjani kabusha imikhakha yezemisebenzi uma i-COVID-19 isiyekile. Umnotho wase-US ubhalise izimangalo ezengeziwe zokungasebenzi kwamasonto onke ezi-1.4 ngoLwesine, Januwari 14, kanti isilinganiso sasiseduze ne-100,000 (kunemisebenzi eminingi edaleke isonto ngalinye) ngezikhathi zangaphambi kobhadane. Ama-ejenti okuqasha abantu base-UK manje abika izikhala ezimbalwa ezingama-36% kunalesi sikhathi ngonyaka odlule.
Kodwa-ke, inselelo yokwakha kabusha umsebenzi kulo lonke elaseYurophu nase-USA ingahlinzeka ngokukhushulwa komnotho okukodwa okungazange kubonwe amashumi eminyaka. Ngabe ama-1920s abhongayo azophindaphindwa kuma-2020s uma ohulumeni namabhange amakhulu behlanganisa isikhuthazi esisendaweni kanye nepayipi? Ukuqhuma kokuhamba, ukusetshenziswa kwemali, ukuqagela kanye nokutshalwa kwemali kungadlula noma yini ebonwa ezikhathini zanamuhla lapho nje sekususwe imikhawulo.
Izinkomba zokulingana kwe-US kuphethini yokubamba njengoba kusungulwa ukuvulwa kukaBiden
Izinkomba zamasonto onke zaseMelika zathengiswa njengoba iseshini yaseNew York yayilungela ukuvula ngoLwesihlanu, Januwari 15, izimakethe zekusasa zikhombise ukuvuleka okungalungile. I-SPX iphansi -0.93% kanti i-NASDAQ 100 yehla -1.59% masonto onke. Zonke izinkomba ezinkulu zikhuphuke kancane unyaka nosuku.
Ababambe iqhaza eMakethe muva nje bathengise izinkomba zokulingana emigudwini emincane, kanye nobubanzi obuqinile kuphethini yokulinda njengoba abaphathi bakaMongameli bezilungiselela ukushintsha. UBiden uthembise ukuthi uzosebenzisa imali engu- $ 1.9 trillion yokuvuselela imali uma esekhona, nemibono iyehluka mayelana nesikhuthazi esivele sinentengo.
Ama-whipsaws e-USD amabanga abanzi ukulungiselela ukuphathwa okusha kanye nokukhuthaza
Idola laseMelika lidayise ngobubanzi futhi kwesinye isikhathi lishaya amabanga phakathi nesonto lapho izimakethe zezimali zigaya imininingwane ehlukahlukene yezomnotho yase-USA nezehlakalo ezisanda kwenzeka ezinesiphithiphithi eWashington. I-USD / JPY yehle -0.28% masonto onke, i-USD / CHF inyuke ngo-0.29%, i-GBP / i-USD inyuke ngo-0.61%, kanti i-EUR / USD yehle -0.68%.
Inkomba yedola i-DXY inyuke ngo-0.32% ngesonto. Lapho ukuphathwa kukaBiden kufaka umfutho emnothweni wase-US i-USD izobhekwa. Izimakethe ze-Equity zingakhuphuka ngenkathi idola liwa uma isikhuthazi singakafiki.
Imicimbi yekhalenda lezomnotho ukuqapha ngokucophelela ngesonto elizayo
Isihlenga semininingwane yamaShayina sishicilelwa ekuqaleni kwe-Asia UMsombuluko isikhathi, abatshalizimali kanye nabahwebi bazogxila kwizibalo zokukhula kwe-GDP. Isibikezelo esokuthi i-GDP yaminyaka yonke inyuke isuka ku-4.9% iye ku-5.9%. Isibikezelo esokutshalwa kwempahla engaguquki ukukhombisa ukukhuphuka kwama-3.2%, okukhombisa ukuthi abatshalizimali bokholo banabo emnothweni waseChina. Ukubuyela emuva ngokushesha kweChina kuyisifundo esisangulukisayo ekuphathweni kwezwe lasentshonalanga ngokuphathelene nokulawula ukuqubuka kwe-COVID-19.
On NgoLwesibili izibalo zakamuva zemizwa ye-ZEW zishicilelwa iminotho yaseJalimane neye-EZ. Isibikezelo ukuwa okuncane embonweni jikelele, okungathinta inani le-EUR uma kuqhathaniswa nontanga yalo. Isibikezelo ukwakhiwa kwe-Eurozone kwehle ngo -1.6% unyaka ngonyaka kuze kufike kuNovemba.
I-CPI yase-UK ne-Eurozone iyashicilelwa ngomhlaka NgoLwesithathu. I-Reuters ibikezela ukuthi ukwehla kwamandla emali kukhuphuka emnothweni womabili. I-Bank of Canada (BOC) ikhipha umbiko wayo wakamuva womgomo wezimali ngesikhathi sokuhweba ntambama, okungathinta inani le-CAD uma kuqhathaniswa nontanga yalo.
Ibhange elikhulu lizophinda lisakaze isinqumo salo senzalo, futhi okulindelwe alukho ushintsho kusuka ku-0.25% rate. Kusihlwa i-yen yaseJapan izongena ngaphansi kwesibonakhulu lapho kukhishwa ukuthekelisa okusha nokulinganisela kwezibalo zabasebenzi.
Idola lase-Aussie lizodlala ngesikhathi NgoLwesine Isikhathi saseSydney lapho i-Aus yakamuva. Idatha yokungasebenzi / yokuqashwa iyakhishwa. Umthelela we-COVID-19 ku-Aus. umnotho nomphakathi bekunganakwa.
Njengamanye amazwe aseNingizimu Nenkabazwe, abaphathi baliphethe kahle leli gciwane; bangaphansi kuka-1,000 6 abantu okuqinisekisiwe ukuthi bashonile kuze kube manje. Kodwa-ke, ukusweleka kwemisebenzi kulindeleke ukuthi kukhuphuke kuze kufike ku-50% lapho idatha ishicilelwa ngemisebenzi engu-XNUMXK kuphela edalwe ngoDisemba.
Ngesikhathi seseshini yase-Asia, i-BOJ idalula isinqumo samuva senani lenzalo laseJapan, esizothinta inani lama-yen uma ushintsho lusuka ku -0.1% noma kulungiswa isimemezelo senqubomgomo yabo yezimali.
I-ECB izomemezela isinqumo samuva senani lenzalo. Akukho okulindelwe ngoshintsho kusuka kusilinganiso samanje esingu-0.00% sokubolekwa kwemali kanye no -0.5% wamadiphozithi. Ngemuva kwemizuzu engu-XNUMX kumenyezelwe isinqumo sabo, i-ECB izobamba isithangami nabezindaba. I-euro ingaguquguquka ngesikhathi sezinkulumo uma kuvezwa ushintsho oluthile lwenqubomgomo yezimali.
Isibalo samasonto onke sabantu abangasebenzi esivela e-USA sishicilelwe ngoLwesine. Abahlaziyi bazobheka ukuwa kwezicelo zamasonto onke ezivela ezigidini eziyi-1.4 ezihlanganisiwe eziqoshiwe esontweni eledlule.
NgoLwesihlanu idatha yekhalenda iqala ngamanani okuthengisa asuka e-UK. UDisemba uzokhombisa ukwenyuka ngenxa yemikhuba yokuthenga yeXmas. Ngaphambi kokuthi kuvulwe iseshini yaseNew York, kushicilelwa i-IHS Markit PMIs yakamuva kaJanuwari yezomnotho eziningana ze-EU kanye ne-UK. Le mininingwane ingashaqisa abahlaziyi uma izibikezelo zigcwaliseka. Isibonelo, ukubikezela ukuthi izinsizakalo zase-UK ziwele ku-38.4 kusuka ku-49.4 nase-UK yokukhiqiza ukwehla kusuka ku-57.5 kuye ku-45.1. Lokhu kungukuphambana okukhulu futhi kukhombisa ukuthi i-UK ihloselwe ukwehla kwamandla omnotho okubili okungaxegiswa ngokuqhubeka kokukhuthaza imali kanye nokuphumelela kokukhishwa komuthi wokugoma.
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