ISIKHUNGO SE-MARKET SNEKSHOT 25 / 9-29 / 9 | IJapane iletha umfula wemininingwane yezomnotho, njenge-USA. I-GDP yaseCanada igxila kakhulu, kanti i-NZ kulindeleke ukuthi igcine inani lenzalo ebalulekile ku-1.75%
IJapan ishicilela inani elikhulu lemininingwane yezomnotho ngoLwesine kusihlwa nangoLwesihlanu ekuseni, okufanele ihlolwe kakhulu ngabathengisi abasebenza (noma abathanda) ama yen yen. Ngokwesikhalazo salo esiphephile kubathengisi bezikhundla, noma njengendoda enkulu yemali uma kuqhathaniswa nedola laseMelika, imali yase-Asia ingaphendula kulokhu kunikezwa kwedatha okujwayelekile futhi okubalulekile kwanyanga zonke. Ibhange likahulumeni waseJapan uKuroda lizokwethula inkulumo e-Osaka ngoMsombuluko, uJanet Yellen naye wethula inkulumo ngoLwesibili, yomibili ibalwe njengemicimbi enomthelela omkhulu.
Kukhona ukugxila kuyo yonke idatha enzima futhi ethambile ephathelene ne-USA kuleli sonto elizayo; ukuzethemba komthengi, idatha yokuthengiswa kwendlu, ama-oda wezimpahla ahlala isikhathi eside, ibhalansi yezohwebo, izindleko zomuntu siqu kanye nokusetshenziswa kwakha amamethrikhi asemqoka e-USA wokuhlaziya, phakathi nesonto elimatasa kakhulu lemininingwane yase-USA. Kuzogxilwa esinqumweni sakamuva se-RBNZ maqondana nezinga lenzalo ye-NZ, kuyilapho iCanada isenkingeni, ngenxa yeStandard Poloz weBhange laseCanada, ebambe ingqungquthela futhi ethula inkulumo phakathi nesonto elifanayo lapho ukukhula okumangalisayo kwe-GDP yaseCanada kuka-4.3% YoY, kulindeleke ukuthi igcine umfutho wayo.
Ekuseni ngoMsombuluko ekuseni iqala ikhalenda lezomnotho lesonto ngamanani wokungenisa waseJalimane, womabili amaMoM kanye neYOY, iNikkei yokukhiqiza i-PMI yaseJapan izoshicilelwa ngoSepthemba, kanjalo nenkomba eholayo nenkomba yokuqondana kweJapan. Imininingwane yezomnotho wezwe iphetha ekuseni, ngombusi uKuroda ethula inkulumo e-Osaka, kwathi kusihlwa kwavezwa imizuzu ye-BOJ yomhlangano wayo wangoJulayi. Kungekudala ngemuva kokuthi iPhini Likamongameli we-ECB izokwethula inkulumo eFrankfurt. I-SNB iveze ama-swiss asekhaya aseSwitzerland nasekubukeni okuphelele, ngemuva kwalokho kushicilelwa ukufundwa okuhlukahlukene kwe-IFO kwaseJalimane. Kusihlwa kusihlwa imininingwane emayelana neNew Zealand iyanikezwa; ukuthekelisa, ukungenisa kanye nesilinganiso sebhalansi yezohwebo ngo-Agasti nonyaka.
NgoLwesibili iyaqhubeka neNZ iletha ukufundwa kokuzethemba kwebhizinisi, umbono womsebenzi kanye nomphathi obambile we-RBNZ eqala ukwamukela ngokusemthethweni le ndima. Silinda kuze kube ntambama ukuze kukhishwe imininingwane ebalulekile elandelayo, lapho kukhishwa ukufundwa okuhlukahlukene kweCase Schiller ngamanani asekhaya. Ukufundwa okubalulekile kwamanani emadolobheni angukhiye angamashumi amabili njengamanje kuku-5.65%, kuzwelonke kuku-5.77%. Ukuthengiswa kwekhaya okusha kuzoshicilelwa i-USA, kokubili i-MoM kanye nonyaka, khona-ke ukufundwa kokuzethemba kwabathengi ngoSepthemba kuzokwembulwa yibhodi lenkomfa, okulindeleke ukuthi lehle liye ku-119, kusuka ku-122.9. Ntambama / emini isikhathi sase-USA, uJanet Yellen wethula inkulumo yosuku, engqungqutheleni yeNABE.
NgoLwesithathu IGerman ishicilela izibalo zayo zokuthengisa, zombili i-MoM ne-YoY, ngemuva kokuwa okumangazayo okubhaliselwe u-Agasti ngo -1.2%, ukuthuthuka kufunwa womabili amamethrikhi ekhalenda. Ukufundwa kokuzethemba kwamabhizinisi amancane aseJapan ngoSepthemba kuyashicilelwa, njengenkomba yokusetshenziswa kweSwitzerland kaSepthemba. Njengoba ukunakwa kuphendukela e-USA, kudalulwa imininingwane yakamuva yama-oda ezimpahla, ngemuva kokuwa okuphawulekayo ngo -6.8% ngo-Agasti, ukubikezelwa kokuya ku-1.5% kubikezelwa. Imininingwane elindile yokuthengiswa kwekhaya ye-USA kulindeleke ukuthi inyuke ngaphezu kwamamethrikhi amabi ahanjiswe ngenyanga edlule. Uhlu lukawoyela ongahluziwe lwe-USA luzobhekwa ngokucophelela, uma kubhekwa ukuphazamiseka okuqhubekayo okubangelwe yisiphepho saseTropical naseTexas. UStephen Poloz weBhange laseCanada wethula inkulumo futhi ubambe isithangami nabezindaba, lapho kulindeleke ukuthi akhulume ngombono wezomnotho, ngemuva kokunyuka kwezinga lenzalo muva nje. Sekuhlwile isikhathi saseYurophu, ibhange elikhulu laseNew Zealand lizodalula isinqumo salo samuva senzalo, isibikezelo esibi kakhulu sokuthi izinga lihlale lingashintshiwe, ku-1.75%.
NgoLwesine sithola idatha yakamuva yamanani entengo ezweni lonke evela e-UK's Nationwide Bank, amanani ehle ngo -0.1% ngo-Agasti, kulindeleke ukuba kwenziwe ngcono ngoSepthemba. Ukufundwa okuhlukahlukene kokuzethemba kweJalimane ne-Eurozone kuzoshicilelwa; ukufundwa kokuzethemba kwezomnotho nakwezamabhizinisi kuthathwa njengokufanele kakhulu. Ngokushesha nje ngemuva kokuthola imininingwane yakamuva ephathelene nokwehla kwamandla emali kwe-CPI yaseJalimane, isibikezelo esokutholakala kwamamethrikhi nyangazonke (0.1%) kanye neYoY (1.8%) ukuhlala kungashintshi. Njengoba iNew York iqala ukuzilungiselela ukuvulwa kwemakethe, kuvezwa izibalo zakamuva ze-Q2 GDP yomnotho omkhulukazi emhlabeni, ukukhula kwe-USA njengamanje kube ngu-3.0% kubalwa minyaka yonke, ukwenziwa ngcono kuka-3.2% kubikezelwa. Kunenqwaba yeminye imininingwane eshicilelwe ngasikhathi sinye emnothweni wase-USA, kufaka phakathi izinhlu zezinto ezithengiswayo kanye nebhalansi yokuhweba kwezimpahla esezingeni eliphezulu, okulindeleke ukuthi ingene ngo- $ 65b ngo-Agasti. Kuthe kusihlwa iNew Zealand ishicilela imininingwane yayo yakamuva yezimvume zokwakha kanti inkampani yokuvota nedatha i-GfK iveza ucwaningo lwamuva lokuzethemba lwabathengi lwe-UK Kamuva ngalolo suku kusihlwa kunedatha enkulu yemininingwane ebalulekile yezomnotho evela eJapan, efanelekile; isilinganiso sokungasebenzi, i-CPI, isifinyezo semibono ye-BOJ evela emhlanganweni wabo wokugcina, izibalo zokuhweba, abathengisi abakhulu bezentengiselwano, ukukhiqizwa kwezimboni kanye nemalimboleko nemininingwane yesaphulelo. Ngokunikezwa kokulethwa komlilo ngokushesha kwale datha, kucatshangwa okunengqondo ukuphakamisa ukuthi inani le-yen lizohlolwa ngokucophelela.
Friday iyaqhubeka nedatha yaseJapan, maqondana nokuthengwa kwamabhondi ngqo. Imininingwane yemikhakha ezimele ihlinzekelwa umnotho wase-Australia. Kukhiqizwa i-PMI esemqoka yeCaixan yeChina. Isifufula samahora angama-24 sedatha yaseJapan siqhubeka nezambulo maqondana nalokhu: ukukhiqizwa kwezimoto, ama-oda wokwakha nokuqala kwezindlu. Njengoba izimakethe zokulingana zaseYurophu zilungiselela ukuvula, izibalo zakamuva zabangasebenzi zaseJalimane zizovezwa; isilinganiso samanje esingu-5.7% kulindeleke ukuthi sihlale singashintshiwe. Imininingwane ehlukahlukene yase-UK; ikhredithi yabathengi, i-akhawunti yamanje, ukugunyazwa kwempahla, ukubolekwa okuvikelekile ezindaweni zokuhlala, ukuhlinzekwa kwemali, ukutshalwa kwezimali kwebhizinisi futhi ekugcineni isibalo seGDP sakamuva sizoshicilelwa, kulindeleke ukuthi sihlale cishe ku-1.7% unyaka nonyaka. I-YoY CPI yaseYurophu kulindeleke ukuthi ihlale iseduze nezinga lamanje le-1.5%. INyakatho Melika bese ithatha ingubo yezindaba zekhalenda lezomnotho; Idatha ye-GDP yakamuva yaseCanada kulindeleke ukuthi ihlale iseduze nezinga lokukhula kwamanje eli-4.3%. Isonto lekhalenda lezomnotho liphela ngomfutho, njengoba i-USA ihlinzeka ngemininingwane eminingi, iqinisekisa ukuthi abadayisi badinga ukuba semdlalweni wabo kuze kube sekupheleni kwesonto. Idatha yokusetshenziswa kwemali yomuntu siqu kanye nokukhula kokusetshenziswa iyashicilelwa, ngenkathi ukufundwa kokuzethemba kweMichigan kuyinto evelele equkethwe kuhlu olubanzi lweMichigan UNI intel. Ekugcineni ukubalwa kwe-rig kuka-Baker Hughes kuletha idatha ebalulekile yesonto. Kodwa-ke, idatha yamasonto onke ayipheli ngokusemthethweni kuze kube yilapho iChina ishicilela ama-PMI wayo wakamuva wokukhiqiza nowokukhiqiza ngoMgqibelo.
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