ISITHOMBE SOKUMAKethwa KWEVEKI 25/01 - 29/01 | Ama-USD AYABAMBA KUTHOLA IZINYAKA ZONYAKA NAKUSUKA NJENGOBA IZIMPAWU ZOKULINGANA KWETHU ZISUKA NAPHEZU KWEZISEKELO ZOKUQASHWA
Ngenkathi amabhange amaningi aphakathi nendawo eqhubeka nokusebenzisa izinqubomgomo zezimali ze-NIRP noma ze-ZIRP (zombili izinqubomgomo ezingezinhle nezinga lentengo yenzalo) ukuzulazula ekuhlaselweni ubhubhane, amanani emali kazwelonke kungenzeka angahlukani ngamanani abalulekile ezinyangeni ezizayo.
Ngakho-ke, abathengisi kumele balwe nezimbili ezinkulu zemali ezihamba emigqeni yansuku zonke eqinile esikhathini esifushane kuze kubonakale inkomba yenqubomgomo ecacile.
Inkomba yedola i-DXY inyuke cishe ngo-0.20% kuze kube manje ngo-2021. Ihweba eduze nesibambi sezinga elingu-90.00 esivame ukubhekwa njengezinga le-psyche elibucayi lapho ama-oda amaningi emakethe ehlanganiswa khona.
Ngesikhathi sokubhala, i-9: 00 am isikhathi sase-UK NgoLwesihlanu, Januwari 22 EUR / USD yehle -0.31% unyaka nosuku ngenkathi i-GBP / USD inyuke ngo-0.03%. I-USD / JPY inyuke ngo-0.36%, kanti i-USD / CHF yehle -0.07%. Uma uqhathanisa ne-Aussie, idola laseMelika lenyuke ngo-0.35% uma liqhathaniswa neKiwi phansi -0.03%.
Manje abaphathi bakaTrump sebesukile abahwebi baseWhite House, abakwa-forex, ukulingana kanye nempahla bangabheka phambili esikhathini lapho ama-tweets engahambisi izimakethe. Ngesikhathi sezimpi zamanani entengo ezingadingekile kanye nokungahambisani neChina, kwaba nesikhathi lapho imicabango kaTrump engahleliwe (eyethulwa enkundleni yezokuxhumana) yadala ukuthi izimakethe zishaye futhi ngezikhathi ezithile zishaye insimu yemakethe yamabhere.
Ukuphatha kukaJoe Biden akuchithanga sikhathi ukuguqula izinqubomgomo eziningi zikaTrump ezahlukanisayo. Ngomsebenzi omningi, uBiden ukhiphe imiyalo ephezulu yokuphendula impendulo ku-COVID-19 futhi abuyisele ubudlelwano namanye amazwe. Ujoyina kabusha uhlelo lweParis lokushintsha kwesimo sezulu, uyeka ukwakha udonga lwaseMexico / e-USA, enikeza abokufika isimo, futhi afinyelela e-Iran futhi mhlawumbe naseVenezuela.
Lesi sitayela sokuphatha esizolile sizothinta ngqo izimakethe zezezimali ngenxa yesikhundla se-USA njengomnotho omkhulu emhlabeni. I-SPX 500 ibinyuke ngo-4.03% njalo ngenyanga kanti i-NASDAQ 100 inyuke ngo-5.52% kusukela ngoLwesihlanu ekuseni.
Kunezimpawu esivele zikhona zokuthi izimakethe zezezimali zisabela kuzisekelo ezibhalwe kukhalenda lezomnotho emasontweni edlule. Isibonelo, izinzuzo ezibikiwe zeNetflix zidale ukuthi inani lezimali likhuphuke ngaphezu kwe-12%. Insizakalo yokusakaza ijabulele ukukhula okumangazayo kwababhalisile phakathi nobhadane. Abahwebi futhi banake izinqumo zamazinga wenzalo, izimemezelo zenqubomgomo yemali, nezinombolo zokungasebenzi.
Ukungasebenzi kwesakhiwo kuyinselelo evelele kakhulu yasekhaya abaphathi beBiden ababhekene nayo. Kuyinkohliso ukuqaqa imininingwane ukuthola izinombolo ezingokoqobo zokungasebenzi. Amanye ama-ejensi abeka ingqikithi ezigidini eziyi-18, kanti amanye asikisela ukusondela ezigidini ezingama-25 lapho ubamba iqhaza kulabo abangaxhunyanisiwe nabasebenzi nabazisebenzelayo abalahlekelwe yibhizinisi nemali abayitholayo. Noma yini imethrikhi esetshenzisiwe iqiniso lihlala likhona ukuthi ngaphambi kobhadane inani eliphelele labangasebenzi lalisondele ezigidini ezi-5-6.
Amandla adingekayo kubantu okugoba, acoshe izinduku eziphukile bese eqala ukwakha kabusha izimpilo zabo ezonakele futhi amabhizinisi amele inselelo enkulu. Ngenkathi izimakethe zokulingana ziqhubeka nokuphrinta amarekhodi aphezulu, umnotho wangempela usaphefumula. Akukho ukuthengwa kwemakethe yezezimali, yingakho isikhuthazi seBiden esingu- $ 1.9 trillion sidinga ukusiza ngqo imindeni kanye nemindeni ekhokhelwa kancane ASAP.
Igagasi lesibili / lesithathu legciwane le-COVID-19 lifike kakhulu e-Europe. E-UK lolu bhubhane lushubile, ngoLwesithathu i-UK iqophe ukufa kwabantu abayi-1,820 nsuku zonke futhi yabhekisa ku-10,000 ngesonto, amamethrikhi amabi kakhulu selokhu kwaqala ubhadane ngoFebhuwari-Mashi 2020. IJalimane, phambilini yayinconywa ngokulawulwa kwayo nokutholakala kwaleli gciwane , ubhekane namazinga okufa kwabantu amuva nje angaphezu kwelinkulungwane ngosuku.
Umthelela walolu bhubhane emnothweni waseYurophu ezinyangeni ezedlule ube mkhulu kakhulu. NgoLwesihlanu izibalo zokuthengisa zase-UK zifike ngaphansi kokulindelekile; Ukukhula ngo-0.3% ngoDisemba ukuwa kuka-2020 cishe kuka -1.5%, izibalo ezimbi kakhulu selokhu izibalo zokuthengisa zaqala ukurekhodwa emuva ngo-1993.
Kuhlanganiswe nalokho kuwa, i-flash yakamuva ye-IHS Markit yemethrikhi yase-UK ngoJanuwari yayishaqisa. AbakwaReuters babikezela ukufundwa kuka-45.1, kepha inani langempela lafika ku-38.8. Isilinganiso esihlanganisiwe sifike kuma-40.6, kakhulu ngaphansi kwamazinga angama-50 ahlukanisa ukusikwa ekukhuleni.
Ukuthengisa kanye nezinsizakalo yizinsika ezisekela umnotho wase-UK, futhi izibalo ezinjalo ezidumazayo zikhombisa inselelo enkulu yokwakha kabusha ebhekene nohulumeni wase-UK. Isikhathi esifushane i-UK nakanjani ibhekela ukwehla kwamandla omnotho okubili okuyingozi futhi ngenkathi iBrexit inyamalala njengesihloko esivela ezindabeni ezijwayelekile, umthelela wayo usaqala ukuthinta ezohwebo.
USterling usabele kabi kumaMarkit PMIs, i-GBP / USD yehle nge-S1 futhi ibidayisa phansi -0.53% ngo-11: 00 ekuseni isikhathi sase-UK. I-euro iphendule kahle kuma-PMI e-Eurozone abesondele (noma eshaya) izibikezelo. I-EUR / USD ibuyiselwe ukuhweba eduze nefulethi, kuyilapho i-EUR / GBP ithengise ngo-0.51% isongela ukwephula u-R3.
Imicimbi yekhalenda enomthelela ophakathi nendawo kuye phezulu
UMsombuluko usuku oluthule ngokuthula lwezindaba ezinomthelela ophakathi nendawo ukuya phezulu. Inkomba yesimo sezulu sebhizinisi ye-Ifo yaseJalimane iyakhishwa, futhi isibikezelo ukuwa kusuka ku-92.1 kuye ku-91.8, ukuwa okungathinta inani le-EUR uma kuqhathaniswa nozakwabo bezimali.
On NgoLwesibili, i-ONS yase-UK ishicilela imininingwane yayo yakamuva yokuqashwa nokungasebenzi. Isibikezelo esokulahleka kwemisebenzi eyi-160K ngo-Okthoba, nokukhuphuka kwesibalo sabangasebenzi sifike ku-5.1%. Isibalo sommangali kufanele sikhuphuke ngo-86.3K ngoDisemba 2020. Kodwa-ke, lezi zinguquko ezincane zithopha ukubhujiswa kwe-COVID-19 emphakathini wase-UK.
Isikimu se-furlough (eseluliwe kuze kube ngu-Ephreli 2021) sivimbela ukulahleka kwemisebenzi okuyinhlekelele. Izigidi eziyisishiyagalolunye zikulolu hlelo, futhi ukulinganisela kuphakamisa ukuthi u-30% wabasebenzi uzodilizwa ngaphandle kosizo, kanti amabhizinisi ayizigidi ezine angaba amaZombi ngaphandle kwanoma yiliphi ithuba lokusinda. Uma izibalo zokuqashwa / zokungasebenzi zingaphuthelwa yizibikezelo, i-GBP ingaba ngaphansi kwengcindezi.
Ntambama, kuzokhishwa inkomba yakamuva yentengo yendlu yeCase-Shiller. Isibikezelo singu-8.4% wokukhula kwaminyaka yonke, okuyisibalo esihle ngokumangazayo okwenzeka ngemuva kwalolu bhubhane. Ukufundwa kwabathengi ngokuzithemba kweConfederation Board e-US kulindeleke ukuthi kungene ngo-88 ngoJanuwari.
Imicimbi yekhalenda eyinhloko ye- NgoLwesithathu faka imininingwane yakamuva ye-inflation ye-Australia. I-AUD ingaphendula ngezikhathi zokuhweba zaseSydney / zase-Asia uma isibalo sigeja noma sishaya izibikezelo nganoma iyiphi ibanga. Ama-oda ezimpahla ahlala njalo (ngaphandle kwezokuthutha) e-USA ngoDisemba kulindeleke ukuthi akhombise ukuthuthuka okuncane kube ngu-0.6%.
Kamuva kusihlwa, i-USD ingase ibe nokuntengantenga lapho iFederal Reserve imemezela isinqumo sayo senzalo, futhi isilinganiso esibucayi kufanele sihlale ku-0.25%. Abahlaziyi nabathengisi bazobe sebegxila engqungqutheleni yabezindaba kaSihlalo weFed uJerome Powell ukuthola ukuthi ngabe inqubomgomo yezimali enezinga eliphezulu kakhulu iyabuyekezwa.
Abase-USA NgoLwesine izimangalo ezingenamsebenzi zamasonto onke kungenzeka ziqhubeke nomkhondo wazo omubi. Isibikezelo ezinye izimangalo ezingama-951K zamasonto onke. Ngaphandle kokuthi ukuvela kokuntuleka kwemisebenzi kuvele, akunakwenzeka ukubikezela ukuthi umnotho nomphakathi wase-USA usesikhathini esimeme sokukhula okubuyile.
Lesi sibalo sakamuva singathinta inani le-USD uma liqhathaniswa nontanga yalo. Ukuthengiswa kwekhaya elisha likaDisemba kubikwa ngokuhamba kwesikhathi esimisweni saseNew York, kanti isibikezelo sinyuke safinyelela ku-2.9%, ukubuyela emuva kusuka ngoNovemba.
Early Friday ekuseni uchungechunge lwemininingwane yaseJapan lushicilelwa kufaka phakathi izibalo zakamuva zokungasebenzi kanye nokukhiqizwa kwezimboni. Womabili amamethrikhi angaveza ukwehla okuncane okungathinta inani le-JPY uma kuqhathaniswa nontanga yalo.
Ezikhathini zaseLondon-European, izibalo zakamuva zokungasebenzi zaseJalimane ziyashicilelwa njengoba kukalwa isilinganiso se-Q4 2020 GDP. Ukuntuleka kwemisebenzi kulindeleke ukuthi kuhlale kungashintshiwe ku-6.1%, ne-Q4 GDP ishayeka yafika ku -1.2% kanti isibalo sonyaka nonyaka siba sibi sibe -4.6%, okumele ukufundwa okubi kakhulu kusukela ngeminyaka Enkulu Yezomnotho. Ntambama ngaphambi nangesikhathi seseshini yaseNew York, kushicilelwa imininingwane yezinhlangano ezahlukahlukene zomnotho wase-USA. Ukusetshenziswa kwemali yomuntu siqu, imali oyitholayo, amaholo, ukuthengiswa kwekhaya, kanye nocwaningo lwaseMichigan kuzokhombisa noma ibuphi ubuthakathaka obujwayelekile noma amandla emnothweni wase-USA.
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