Gusohora gutyaye kwibasirwazi b'imari ya Leta zunze ubumwe za Amerika, byabayeho mu cyumweru gishize, cyagabanutse. Isoko riragerageza gukusanya ibitekerezo bye no gusubira muri leta ibanziriza iyi, ariko hari inzitizi. Mu minsi iri imbere, Isoko zitegereje kubushake bwa banki nkuru, zihindagurika hagati yimyitwarire ishobora guteza akaga ninyungu zububiko (nyabwo na nominal na nominal na nominal.
Urugo Ubucuruzi Ingingo: Kugenzura Interungo nyuma yo gukomeretsa hamwe na "Trezerris"
Imvugo "gukomeretsa muri Trezerris" yakuwe mu mutwe wa Podast Podact Saxo Isoko rya Podast. Muri yo, twaganiriye aho isoko rishakisha umusemburo mushya nyuma yo guhungabana kubera gusimbuka mu musaruro w'imari ya Amerika (nubwo ibyo bisimbuka no kwigaragaza kw'isoko). Amasoko aragerageza gusubira aho bari imbere yicyumweru gishize, ariko ndashidikanya ko ibyo bishoboka neza nta shusho ikomeye muri politiki yimari na Forne, cyane cyane kuva kugaburirwa.
Urashobora kongera kuzamuka, ariko utuje, udakubise ibintu bishobora guteza ibyago? Birashoboka kurubu? Biragoye kuvuga, ariko kugeza ubu kugenda kw'isoko biratinda, kugaburirwa ntibishobora kwifuza gutanga ibimenyetso, nubwo umwe mu bagize Inama Njyanama L. Ubwonko berekanye ku isoko rya Preszis: "Nakurikiranye nitonze ibyabaye muri isoko ... ibitekerezo byanjye byakururwa ningendo ryicyumweru gishize n'umuvuduko wabo. "
Kuri Bloomberg ingingo yasohotse aho isoko rigenewe "ibanga ryisoko ryimirima 21 Trezeris" "rifatwa, uzirikana uruhare rwabo mu bihe byisi. Ikibazo nyamukuru nicyifuzo nubushobozi bwa banki zabanyamerika kugirango bagumane byinshi byimpapuro zububiko. Mu gice cya kabiri cyumwaka hanyuma bizakomeza gukanda cyane, kubera ko ingano yubwiza bwimyuka iruta cyane umuvuduko wa none wagaburiwe. Ntugomba kwibagirwa ko impamvu yihuse yo kugwa "Trezerris" Icyumweru gishize yari ikenewe cyane muri cyamunara wimyaka irindwi. Ikindi kibazo ni ukumenya niba agaburiwe kazasubira ku gifatwa nk'igikorwa, umwanzuro by'agateganyo umwaka ushize kugira ngo uzigame gahunda y'imari kuva ku kajagari. Igihe cyo gukuraho kirangira mu mpera z'uku kwezi, Abasenateri ba demokarasi Warren kandi Brown bamaze kwandika ubujurire kugaburirwa n'izindi nzego basaba kutarangira. Iki kibazo kigomba gukemurwa, bitabaye ibyo ibyabaye bishya byanze bikunze, bikurikirwa nigisubizo cya tekiniki, cyangwa ingamba zagaburiwe kugirango ikureho inzitizi zose zibangamira politiki y'imari, usibye ishyirwa mu bikorwa ry'ifaranga "n'igitekerezo cy'amafaranga kijyambere" n'ubutegetsi bwa Insanganyamatsiko y'ingenga). Mucyumweru gitaha tuzabona ikizamini gishya - cyamunara impapuro zumwaka 10 na 30.
Rero, ukurikije ibyavuzwe haruguru kandi kuba umusaruro w'impapuro z'imyaka 10 kugeza igihe gito urenze 1.50%, ugomba gutekereza ko amasoko ahita ahinda umushyitsi, cyangwa Biracyari umusaruro uzashobora gukura bucece, utahereje umutungo ushobora guteza akaga muri corkscrew. Iyanyuma birashoboka gusa hamwe niterambere rirambye gusa ryibiteganijwe mu mbaraga zirenze gukura k'umusaruro w'imisaruro - ni ukuvuga, hamwe no kugabanuka kwose. Gutegereza birashobora kuba bihebuje. Ahari uko ibintu bimeze ubu byageze ku mpinduka, bitwaje amasoko yumutungo ukomeye kwibasirwa. Abashyigikiye kugabanuka kwa USD ntibazababazwa no gutegereza kugeza igihe FRed yiyongereye ku isoko ry'ububiko bw'imari, kandi / cyangwa ko umusaruro nyawo muri Amerika wihuta kuruta ku isi yose.
Undi makuru yu munsi: Nk'uko inkomoko ya Bloomberg muri ECB, muri banki ntabwo ibona ko byihutirwa kugabanya kugaruka, nubwo bamwe mu bahagarariye batanyurwa no guterura kwabo. Amayero kuri aya makuru yazamuye gato, kandi ibihano bya leta byibihugu bya leta byari bigurishwa neza. Umusaruro w'imyaka 10 w'Ubudage wiyongereyeho ingingo 2 zishingiye ku shingiro; Icyakora, haracyari munsi -30 B.p., Mbere yuko imikorere ya I. Shnabel, igera kuri -20 BP.
Naho ikiro cyo guhagarika, uyu munsi Minisitiri w'imari w'imari ya Ubwongereza SUNAK azakora raporo y'impeshyi ku ngengo y'imari. Amakuru menshi yamaze kumeneka, kandi bisa nkaho ingingo yayo nyamukuru izashyigikira umubare wabaturage nakazi, kandi kubyerekeye gukomera (kongera imisoro ku bucuruzi, nibindi) yagaragaye usibye imyumvire ndende.
Imbonerahamwe: Ausyd na Treasure US Bonds
Duhereye ku gishushanyo, birashobora kugaragara ko Aussusd yizeye igihe kinini, ntabwo byangiza imikurire ya Rengamico yo muri Amerika no mu bindi bihugu (Ubururu byerekana ko ari igiciro cy'amezi 10 "Trezerris") . Ariko, uko icyorezo kimwe cyo guhitanwa kw'imigabane y'Abanyamerika cyabaye ku wa kane ushize, cyane cyane ukurikije imyaka 2 kugeza 7. Kubera iyo mpamvu, ibintu byose byaravutse, nyir'ikigero kinini yatangiye, atera cyane cyane abashakanye nka we Duhereye kuri iyi ngingo, Audy kandi ejo hazaza muri Trezersi twinjiye neza. Garuka kubura kwayo birashoboka gusa niba umusaruro muri Amerika uzashobora gukura buhoro, udatera impanuka nshya. AUDD Couple yo Kugurisha Igurishwa igomba gufungwa hejuru ya 0.7900, no gusubira kumugaragaro - kugwa munsi ya 0.7700.
Inkomoko: Bloomberg.
Ibikorwa by'ingenzi biri imbere ya kalendari y'ubukungu (igihe cy'ibyabaye byose byerekanwe na Greewich):
- 13:15 - Raporo ya ADP ku mpinduka mu rwego rw'akazi muri Amerika muri Gashyantare
- 15:00 - Ubucuruzi bwo Kwizera (ISM) muri sisitemu yo muri Amerika muri Gashyantare
- 15:10 - Imvugo ya L. de Gybos kuva ECB
- 15:30 - Raporo ya buri cyumweru ya minisiteri ya Amerika ku bicuruzwa bya peteroli n'ibicuruzwa bya peteroli mu gihugu
- 16:00 - Imikorere ya tenreiro yavuye muri Banki y'Ubwongereza ku gipimo kibi
- 17:00 - Imvugo ya R. Bostik kuva kuri Fed (Umunyamuryango wa Soma FOMC)
- 18:00 - Imvugo ya CH. Evans kuva kuri Fed (umunyamuryango watoye fomc)
- 19:00 - Incamake ya Amerika yagaburiye ibitekerezo ku bijyanye n'ubukungu ubu mu turere
- 19:30 - Imvugo Na I. Shnabel Kuva muri ECB
- 20:15 - Imvugo n'Umuyobozi wa Banki nshya ya Nouvelle-Zélande A. Orra
- 00:30 - Raporo yubucuruzi bwa Ositaraliya muri Mutarama
- 03:25 - Imvugo ya J. Kerns yo muri Banki ya Ositaraliya
John Hardy, Ingamba nkuru zamafaranga Saxo
Soma ingingo zumwimerere kuri: gushora.com