I-WEEKLY MARKET SNAPSHOT 4 / 9-8 / 9 | Izinqumo zamazinga wenzalo ezivela emabhange amakhulu e: Australia, Europe naseCanada, yimicimbi yekhalenda enomthelela omkhulu esontweni elizayo
I-GDP yase-Australia kanye nesinqumo senani lenzalo ye-RBA kuzobhekwa ngokucophelela kuleli sonto, kanye nenombolo yeSwitzerland GDP. Ama-PMI ahlukahlukene: iYurophu, i-Eurozone, iJapane, iChina ne-USA zizohlinzeka ngezinkomba eziholayo zokuthi imikhakha eminingi ibheke kuphi. Isinqumo sebhange lesilinganiso senzalo yaseCanada kanye nezinga lokungasebenzi ezweni kuzobhekelwa eduze, ngenkathi isinqumo se-ECB senzalo kanye nokulandisa okuhambisana nakho kuzobhekwa ngokucophelela, kunikezwe ukuphawula kukaMario Draghi oklebe enkomfeni yamuva kaJackson Hole. Lolu hlu olufushane lunikeza okuvelele kwesonto elisebenza kakhulu emicimbini yekhalenda lezomnotho, ngemininingwane eminingi, sicela uqhubeke nokufunda.
Isonto liqala ngoMsombuluko nombusi webhange elikhulu lase-Australia uMnu Lowe ethula imibono yakhe esidlweni sebhodi le-RBA. Abahlaziyi nabatshalizimali bazobheka izinkomba zokuthi ukuholwa phambili, maqondana nentuthuko yamazinga wenzalo, kungawuthatha kanjani umnotho. Kukhona isihlenga semininingwane yase-Australia naseNew Zealand eshicilelwe kungekudala; Izintengo zasendalini eziwina ubisi zaseNew Zealand kanye nentengo yendali yobisi oluyimpuphu, umkhiqizo ophawuleka kakhulu wokuthekelisa ovela kumanani we-NZ Inflation (angekho emthethweni) we-Aus nawo akhishwa yizibambiso ze-TD. Njengoba iYurophu ivula i-UK ithola ukwakhiwa kwayo kwakamuva kweMarkit PMI, isibikezelo sokuthuthuka ku-51.9 ephrintiwe ngoJulayi. Idatha ethambile ye-Eurozone, ngesimo sokufundwa kokuzethemba kwabatshalizimali be-Sentix kanye namanani wabakhiqizi njalo ngenyanga nonyaka ayashicilelwa. Ama-PMI asebusuku kakhulu wezinsizakalo zase-Australia ashicilelwe, njengokusebenza kwenkomba yesevisi.
NgoLwesibili kuqala ngezinsizakalo zaseJapan nama-PMIs ahlanganisiwe avela eNikkei, ibhalansi ye-akhawunti yamanje yase-Australia nedatha ye-Q2 ekuthekelweni kwenetha nakho kuyashicilelwa. Ama-PMI we-Caixan kanye nezinsizakalo ze-PMI zika-Agasti ziyashicilelwa, ngokusa (4:30 am GMT time) sithola isaziso ngesinqumo sakamuva se-RBA mayelana namanani wenzalo yase-Australia, okulindeleke ukuthi sihlale singashintshi ku-1.5%. Ngaphambi kokuthi kuvulwe izimakethe zaseYurophu sizokwamukela izibalo zeSwitzerland GDP ngekota yesibili neYoY, isibalo seCPI sakamuva somnotho waseSwitzerland sizophinde sishicilelwe. Izinhlobo eziningi zama-Markit PMIs zishicilelwa i: Germany, France ne-Italy, njengoba kunjalo nangezinsizakalo ze-Eurozone kanye nama-PMIs ahlanganisiwe, izinsizakalo zase-UK kanye nama-PMIs ahlanganisiwe nawo ayashicilelwa. Kusuka ku-Eurozone sifunda nesibalo se-GDP sakamuva, esibikezelwe ukuthi sihlale singashintshi ekukhuleni okwenziwe ngonyaka okungu-2.2%. Uma ukunakwa sekuphendukela e-USA sifunda i-PMI yakamuva ye-Markit composite, ama-oda efektri, nama-oda wezimpahla ahlala isikhathi eside.
Ngolwesithathu Imali engenayo yaseJapan yemali kanye neyabasebenzi iqala izindaba zekhalenda lezomnotho zesonto, bese sidlulela kwi-GDP yase-Australia zombili nge-Q2 futhi zafakwa ngonyaka ngesibalo se-YoY sokuhlala zingashintshi ekukhuleni kuka-1.7%. Ngaphambi kokuvulwa kwezimakethe zase-Europe, ama-oda efektri yaseJalimane, womabili amaMoM kanye neYoY ayashicilelwa, ngemuva kwalokho kuvezwe iMarkit PMI yokwakhiwa kweJalimane, ngemuva nje kokuphrintwa kwama-PMI okuthengisa aseJalimane, eFrance nase-Eurozone. Njengoba ukunakwa kushintshela e-USA, izicelo zempahla ebanjiswayo kuze kube ngumhla ka-1 Septhemba zivezwa, njengesibalo sebhalansi yezohwebo sakamuva e-USA, kulindeleke ukuthi sikhuphuke size sifike ku- $ 44b ngenyanga kaJulayi kanye nezinsizakalo ze-ISM / i-PMI engeyona eyokukhiqiza. Umcimbi wekhalenda ovelele wosuku yisinqumo senzalo yasebhange yaseCanada; isibikezelo asikho ushintsho kusilinganiso samanje esingu-0.75%. I-Fed's “beige book” iyashicilelwa; okuyigama elisetshenziswa kakhulu embikweni we-Fed obizwa nge-; "Isifinyezo Samazwana Ngezimo Zomnotho Zamanje yiFederal Reserve District". Ishicilelwa izikhathi eziyisishiyagalombili ngonyaka nangaphambi komhlangano ngamunye we-FOMC.
NgoLwesine kuqala ngebhalansi yezohwebo evela e-Australia, bese sidlulela enkombeni ehamba phambili yaseJapan kanye nenkomba yokuqondana kwezinto. Idatha yokukhiqiza yezimboni yakamuva yaseJalimane ivezwa ngaphambi kokuvulwa kwezimakethe, kanjalo nedatha yamanani entengo ezindlini yase-UK, ngokusho kwebhange leHalifax. Gxila ekuphendukeleni kumcimbi obalulekile wosuku; isinqumo samuva senani lenzalo / isinqumo se-ECB nesinqumo sezinga lokuthengwa kwempahla. Womabili amamethrikhi ayisihluthulelo abikezelwe ukuthi azohlala engashintshi, isilinganiso ngamaphesenti ayi-zero nohlelo lokuthengwa kwempahla ngo- € 60b ngenyanga. Njengoba sibhekisa ukunakekela kwethu izimvume zakamuva zokwakha zaseNyakatho Melika eCanada zikaJulayi ziyamenyezelwa, kanjalo nemininingwane yakamuva yezicelo zabangasebenzi e-USA kanye nezimangalo eziqhubekayo. Izimpahla zakamuva zikawoyela ongahluziwe zase-USA zingabaluleka ngokwengeziwe ngenxa yesiphepho esishisayo esashayisa imisebenzi yaselwandle yaseTexas nasolwandle. Kusihlwa, phakathi kwemininingwane eminingi yaseJapan, kuvezwa izibalo zeGDP zakamuva zaseJapan; okulindelwe ukuthi isilinganiso samanje esingu-4.0% esenziwa minyaka yonke sigcinwe.
Friday ifakazela ukushicilelwa kwesihlenga semininingwane ephathelene nomnotho waseChina, ikakhulukazi: ukuthunyelwa kwamanye amazwe, ukungenisa kanye nebhalansi yezohwebo. Ucwaningo lwabalindi baseJapan (olwamanje nolokubukeka), luyashicilelwa, njengemininingwane yakamuva yaseJapan yokuqothuka. Imininingwane yaseYurophu iqala ngezinga lokungasebenzi eSwitzerland, okulindelwe ukuthi izinga le-3% lihlale lingashintshi, sithola i-akhawunti yakamuva yakamuva, ibhalansi yezohwebo, ukuthekelisa nokungenisa izibalo ezivela eJalimane, kulindeleke ushintsho olulinganiselwe kuphela. Isigungu sezibalo ezisemthethweni sase-UK i-ONS, sizodalula izibalo zakamuva zakuleli: ezokwakha, ezokukhiqiza nezokukhiqiza ezimbonini, kanye nezibalo ezahlukahlukene zebhalansi yezohwebo, ngenkathi iBoE / TNS izokwethula isibikezelo sayo sakamuva sokwehla kwamandla emali kanti i-NIESR izosho isibikezelo sayo / ukulinganiselwa kwe-UK's August GDP, okulindeleke ukuthi ibe ngu-0.2% ku-Q3 (ikota yesithathu) yowezi-2017. ICanada ikhiqiza imininingwane ebalulekile yokuqashwa / yokungasebenzi ngoLwesihlanu, ikakhulukazi izinga lokungasebenzi, okulindeleke ukuthi lihlale ezingeni lika-6.3 %. Kusuka e-USA sizofunda isibalo sakamuva sikaBaker Hughes rig esizobhekwa ngokucophelela njengomphumela wesiphepho esishisayo esishaya iTexas, indawo esemqoka yokukhiqiza amandla asogwini.
« Ama-Non Payrolls; ingabe imininingwane yakamuva yase-USA yokuqashwa kungenzeka iqhubeke? Isilinganiso sokukhula kweGDP yaseCanada silinganisa ukulinganiselwa, imisebenzi yase-USA Challenger isika izimakethe ezishaqisayo ngokukhuphuka kwenyanga okungu-19.4% ngenyanga, ukukhuphuka kwegolide nokawoyela »
