I-SNAPSHOT YESIKHATHI SAMASONTO 9 / 10-13 / 10 | Kungenzeka yini ukuthi imizuzu ye-FOMC iveze isikhathi sokwenyuka kwesilinganiso senzalo elandelayo kanye nejubane lokuqiniswa okulinganiselwe kwe-Fed?

Okthoba 6 • Ingabe i-Trend Still Friend Yakho • Ukubukwa okungu-4340 • Amazwana Off ku-WEEKLY MARKET SNAPSHOT 9 / 10-13 / 10 | Kungenzeka yini ukuthi imizuzu ye-FOMC iveze isikhathi sokwenyuka kwesilinganiso senzalo elandelayo kanye nejubane lokuqiniswa okulinganiselwe kwe-Fed?

Leli viki elizayo linezinhlobonhlobo zezindaba zekhalenda ezisigcina simatasa futhi siphapheme. Amaphuzu avelele kanye nezenzakalo ezithinta kakhulu, zizofaka amaminithi e-FOMC, mayelana nezingxoxo ezibanjwe phakathi nomhlangano wabo wangoSepthemba, amaminithi azoshicilelwa ngoLwesithathu. Kunoxhaxha lwedatha yezimali e-UK eshicilelwe ngoLwesibili, kanye namamethrikhi asemthethweni e-ONS mayelana: nokwakhiwa, ukukhiqiza nokukhiqiza. NgoLwesine kufakazela umhlangano we-ECB uDraghi kanye neFed's Brainard yomcimbi wekomidi lenqubomgomo yezimali. Kukhona futhi ukushicilelwa okulethwa yi-BoE ngezikweletu zasebhange lase-UK kanye nokulawulwa kwezikweletu, ngokungangabazeki ukuhlolwa kwengcindezi nganoma yiliphi elinye igama. ULwesihlanu wusuku olumatasa lwedatha yase-USA, lapho: idatha yakamuva yokwehla kwamandla emali eshicilelwe, ukuthengiswa kwezitolo okuthuthukisiwe kanye nocwaningo lwakamuva lwabathengi lwasenyuvesi yaseMichigan lwembulwe.

NgoMsombuluko imicimbi yekhalenda yezomnotho iqala ngokushesha ngemva kokuba idatha yaseShayina ephathelene nokutshalwa kwezimali kwamanye amazwe e-China (okulindeleke ukuthi igcine ukukhula ngo-9.1% YoY) kanye nedatha yezindawo ezigciniwe zase-China, ikhishwa ebusuku ngeSonto ebusuku. Ekuseni ngoMsombuluko ekuseni inhlanganisela ye-Caixan yaseChina kanye nezinsizakalo ze-PMIs ziyakhululwa. Isikhulu sebhange elikhulu lase-Australia sinikeza inkulumo e-Hong Kong, ngaphambi kokuba kudalulwe isibalo sakamuva sezimali zakwamanye amazwe zase-Australia. Idatha yokuthengiswa kwezindlu yaseNew Zealand yangoSepthemba izoqashwa ngokucophelela, njengoba u-August ebone ukwehla okukhulu kwe--20% YoY. Njengoba ukunakwa kushintshela ezimakethe zaseYurophu, kuzovezwa isibalo sokukhiqizwa kwezimboni zaseJalimane i-YoY, okwamanje esebenza ku-4%, abahlaziyi bazobe belindele ukuthi lesi sibalo sigcinwe. Imininingwane yamasonto onke yediphozithi evela ebhange elikhulu laseSwitzerland izomenyezelwa, inani elingase libe nomthelela enanini le-Swiss franc. Ukufunda ukuzethemba kwabatshalizimali kwe-Eurozone Sentix kwangoSepthemba kuqeda idatha yekhalenda yaseYurophu. NgoMsombuluko kusihlwa ukugxila kubuyela ezibalweni zase-Australasia; Ukusetshenziswa kwekhadi lesikweletu laseNew Zealand kanye nokufunda ngokuqiniseka komthengi wase-Australia kuyashicilelwa. Ekugcineni isibalo sebhalansi yezohwebo yase-Japan siyembulwa, okulindeleke ukuba sibe ngcono sisuka ku-¥566.6b ebhaliswe ngoJulayi.

On NgoLwesibili ekuseni sithola imininingwane eminingi evela e-China, okuhlanganisa nezimalimboleko ezintsha zakamuva ezinikezwe nge-yuan ngoSepthemba. Inhlolovo yababukeli be-ECO yase-Japan iyashicilelwa, kanjalo nemiphumela yokuthengwa kwebhondi kanye nezibalo zakamuva zokuqothuka. Imininingwane yebhizinisi le-NAB yase-Australia kanye nemibandela nayo iyembulwa. Njengoba i-Europe ivula ibhizinisi, kumenyezelwa izibalo zokungeniswa nokuthekelisa kweJalimane, ngemuva kwalokho kukhishwa uchungechunge olubalulekile lwezibalo ze-ONS eziphathelene nomnotho wase-UK, okugqame kakhulu kuzo okuyizibalo zokukhiqiza nezokuboleka zomphakathi. I-UK NIESR ikhipha isilinganiso sokukhula kwe-GDP yase-UK. Ukuqala kwezindlu kanye nezimvume zokwakha zaseCanada ukuphela kwemicimbi ebalulekile eNyakatho Melika ngoLwesibili. Ukufundwa kokuzithemba kwabathengi be-Westpac kwedatha yama-oda wemishini yase-Australia kanye ne-Japan, kuvala ukukhishwa kwedatha yangoLwesibili.

NgoLwesithathu iqhubeka nama-oda amathuluzi emishini yase-Japan, kuhlanganiswe nama-oda emishini yangoLwesibili, zombili izibalo zinikeza ukuqonda mayelana nokusebenza kwe-Japan kwesikhathi esizayo nokukhiqiza. Imininingwane ebalulekile yase-USA imayelana nezicelo zokubolekwa kwezindlu zamasonto onke, ukuvulwa kwemisebenzi ye-JOLTS bese kuba uMnu Evans we-Fed ekhuluma ngenqubomgomo yezimali yase-USA kanye nomnotho. Amaminithi e-FOMC, ahlobene nomhlangano obanjwe ngo-September 20, azobhekwa ngokucophelela lapho eshicilelwa. Kusihlwa ibhalansi yakamuva yentengo yendlu ye-RICS UK ishicilelwe, njengedatha ethile yokubolekisa ngamabhange ase-Japan.

NgoLwesine imicimbi ebalulekile yekhalenda iqala ngesitatimende sesabelomali sanyanga zonke sase-USA, esikhathini samanje sihlala sishoda futhi abahlaziyi bazobe befuna noma yiziphi izimpawu zokuwohloka okukhulu ngale kwe-$107.7b ebhaliswe ngo-August. Idatha yase-Australasia iqukethe; Imali mboleko yezindlu yase-Australia neminye imininingwane yekhredithi kanye nokufunda ukuzethemba kwabathengi kwaseNew Zealand. Inkomba yemfundo ephakeme yase-Japan iyashicilelwa, ngaphambi kokuba ukunakwa kube sekuphendukela ekuvulweni kwezimakethe zaseYurophu, nomcimbi wokuqala wekhalenda wenothi uhlolo lwezikweletu ze-BoE yase-UK kanye nezikweletu zasebhange. Izibalo zakamuva zokukhiqizwa kwezimboni ze-Eurozone zizoshicilelwa, ngaphambi kokuthi ukunaka kwabatshalizimali kuphendukele esimisweni esimatasa sedatha yaseNyakatho Melika. I-Canada yembula izibalo zokukhuphuka kwentengo yezindlu, kokubili ngenyanga nangonyaka. I-USA ihlinzeka ngemininingwane ehlukahlukene ye-PPI kanye nezimangalo zemisebenzi zamasonto onke ezivamile kanye nezinombolo zezimangalo eziqhubekayo. I-Fed's Brainard kanye ne-ECBs u-Draghi bayahlangana ukuze bethule imicabango yabo ngesikhathi bevela ekomitini lenqubomgomo yezimali. Kusihlwa ngesikhathi sase-UK, kuzoshicilelwa inkomba yakamuva yokukhiqiza ukusebenza kwe-New Zealand, ngemva kwalokho kuzovezwa idatha yase-Japan ephathelene: nokuthenga amabhondi angaphandle, amasheya kanye nokunikezwa kwemali.

Friday iqala ngedatha yaseShayina mayelana: ukuthunyelwa kwamanye amazwe, ukungenisa kanye nebhalansi yokuhweba. Izindaba zekhalenda lase-Europe ziqala ngamanani ama-wholesale eJalimane bese kuvezwa isibalo se-CPI yaseJalimane, okulindeleke ukuthi sisondele ezingeni lamanje le-YoY elingu-1.8%. Ngaphambi kokuthi izimakethe zase-US zivule uchungechunge lwedatha ehlobene nokwehla kwamandla emali e-USA kushicilelwe, isilinganiso esibalulekile se-CPI kulindeleke ukuthi sikhuphuke siye ku-2.2% YoY futhi sikhuphuke ngo-0.5% ngoSepthemba, kuyilapho ukwehla kwamandla emali kwamasonto onke (YoY) kubikezelwa ukuthi kuzokhuphuka ngaphezu kokukhula kwamanje ngo-0.9%. umfanekiso. Ukudayiswa kwezitolo okuthuthukisiwe e-USA kubikezelwa ukuthi kuzobuyela ekukhuleni ngo-1.1% ngoSepthemba, kusukela ekwehleni okungu-0.2% ngo-Agasti. Inyuvesi yaseMichigan ishicilela ukufunda kwayo kwakamuva ukuzethemba kwabathengi, ngemuva nje kokulethwa kwesibalo sakamuva sezimpahla zebhizinisi lase-USA, okulindeleke ukuthi sikhuphuke sikhuphuke sifinyelele ku-0.4% yokukhula ngo-August, sisuka ku-0.2% yesibalo esirekhodwe ngoJulayi.

Amazwana zivaliwe.

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