Nguva yakamirira

Anonim

Spartlp yakapinza yeValatility yezvinhu zvekusungwa zvepfuma zveUnited States, izvo zvakaitika svondo rapfuura, hwakaderera. Musika uri kuyedza kuunganidza pfungwa dzake uye kudzokera kunzvimbo yapfuura, asi pane zvipingamupinyi. Mumazuva anouya nemavhiki, musika uchamirira nokuzvidira kuti zviitwe zvirongwa zvemabhangi epakati, kusvitsa pakati penzvimbo ine njodzi uye kusungwa kwesungwa (chiitiko chaicho (chaicho uye chinonyatso)

Musoro wekutengeserana kumba: Kutarisa kutya mushure mekukuvara ne "Treris"

Izwi rekuti "kukuvara neTrerzis" rinotorwa kubva kuMusoro wenhau ranhasi podcast saxo musika wekufona. Mariri, takataura nezve apo musika wacho uchitsvaga chitsva chesipo mushure mekusvetuka nekuda kwekubereka kwepfuma yepfuma yeUnited States (kunyangwe iyi kusvetuka uye yakanyarara isina kuratidzwa pasina kuratidzwa kwemusika). Misika iri kuyedza kudzokera kune kwavakamboitika vhiki rapfuura, asi ini ndinokahadzika kuti izvi zvizere pasina kufungidzira kwakasimba kwevashandi vezvemari uye kunyanya kubva kuDody.

Unogona kusimuka zvakare, asi zvakadzikama, pasina kurova zvine njodzi? Zvinogoneka here pamazinga azvino? Zvakaoma kutaura, asi kusvika pakufamba kwemusika kunononoka, iyo Fed inogona kusada faira, kunyangwe nhengo yeChinda L. Brainard akachinja shanduko mumusika weTreris: "Ini ndinonyatsotevera zviitiko mukati Musika ... kutarisisa kwangu kwakakwezva nekufamba kwevhiki rapfuura uye kumhanya kwavo. "

PaBloomberg chinyorwa chakabudiswa apo musika wetsvina "Chakavanzika cheArizeni Trererais" "zvinofungidzirwa, kufunga nezvekwavo kukosha mumamiriro ezvinhu epasi rose. Mubvunzo mukuru ndewechishuwo uye kugona kwemabhangi eAmerica kuti uchengetedze mavhoriyamu makuru emapepa emapepa. Muhafu yechipiri yegore uye ichave ichinyanya kudzvanya, sezvo huwandu hweshumhandara hwakasarudzika hwakanyanya kukwirira kupfuura zvazvino kutengwa kwavo. Iwe haufanire kukanganwa kuti chikonzero chekurumidza kuwa "Treraz" svondo rapfuura zvaive zvakaderera pakutamba kwemakore manomwe. Mumwe mubvunzo ndewekuti iyo inodyirwa ichadzokera kuCapital inoda, yakadhindwa kwenguva pfupi gore rapfuura nekuda kwekuchengetedza mari yemari kubva mumhirizhonga yemari kubva mumhirizhonga. Izwi rekubvisa rinopera kupera kwemwedzi uno, uye maDemocratic masenators akarwiswa uye brown akatonyora chikumbiro kune yakadyiswa uye mamwe masangano achibvunza kuti haana kureba. Nyaya iyi inofanira kugadziriswa, zvimwe zvisizvo zviitiko zvitsva hazvigoneke, zvichiteverwa nemhando yehunyanzvi, kana kuti matanho ekubvisa zvipingamupinyi kuti zvive zvemitemo, izvo, iko kuitwa kweiyo "kuitwa kweiyo" kuitwa kweiyo "uye kutonga kwemazuva ano" uye kutonga kwe dingindira remari). Yakatotevera svondo rinotevera isu tichawana bvunzo nyowani - mabvunzo e10- uye makumi matatu emapepa emapepa emakore.

Saka, kupihwa zviri pamusoro wakatsanangurwa uye chokwadi chekuti goho remakore gumi emakore ekupedzisira kwenguva pfupi. "Zvinofanira kufungidzirwa kuti misika ichavhunduka, yakamirira kana dambudziko risati rasvika, kana Ndichiri gohwo richakwanisa kukurira chinyararire, pasina kutumira zvinhu zvine njodzi mune corkscrew. Zvimwe zvinonyanya kuitika chete nekukura kwekusimudzira kwekunzwa zvinotarisirwa zvinotarisirwa zvinopfuura nekureba kwechibvumirano chehurefu - izvo zviri, nekuderera kwekudzoka chaiko. Kumirira kunogona kuve kushushikana kwazvo. Zvichida mamiriro ezvinhu zvino akasvika pakuchinja nzvimbo, kutakura misika yezvinhu yakakosha bilateral. Vatsigiri vekudzikiswa kweUSD havazombokurumidzi kumirira kusvika zvave pachena kuti dura iri kuwedzera simba rekusimbisa kweChipatara, uye / kana kuti goho rechokwadi muUnited States dzinowira pasi kupfuura mune imwe nyika.

Rimwe nhau dzanhasi: Zvinoenderana nezvinowanikwa zveBloomberg muECB, iyo bhangi haione kuti inoda kuderedza kudzoka, kunyangwe zvataurwa nevamwe vevamiriri vavo pakusimudza kwavo nekusimudza kwavo kusimudza. Iyo euro panhau iyi yakamutswa zvishoma, uye kusvibiswa kwenyika kwenyika dzeEU kwaive kuchena. Bhendi regumi-gore reGerman rakawedzera ne2 nheyo mapoinzi; Nekudaro, izvo zvichiri kuramba pazasi -30 b..p., uye neChishanu, chisati chasvika paI. Shnabel, Yakasvika -20 BP.

Kana iri pondo yekutsamwa, nhasi gurukota remari yemari yeGreat Britain Sunak ichaita chirevo chitubu pane bhajeti. Ruzivo rwakawanda rwakatove rwakanyorwa, uye zvinoita sekunge nyaya yayo huru ichave kutsigira kwakanyanya kwehuwandu uye mabasa, uye kusimbisa mutero (etc.) kwakarongedzwa kunze kwekuti ndezvekuti ndega maonero erefu.

Chati: Audusd uye Chengetedza US Shuwa

Kubva paGirafu, inogona kuoneka kuti rally ine chivimbo yaAususd kwenguva yakareba haina kukuvadza iko kukura kwezvinhu zvehurumende uye dzimwe nyika (yebhuruu rinoratidza kuderera kwemutengo wemakore gumi "Trezer") . Nekudaro, kubuda kumwechete kwekunyanyisa kwekuchengetedza kweAmerica kwakaitika China kwapfuura China, kunyanya kwakasimba maererano nemakore maviri kusvika manomwe. Nekuda kweizvozvo, zvese zvakange zvatanga, izvo zvizere zvakatanga kurova vakaroorana sevakaroorana vakadaro saAugusd - sepasina nzira, dhora reAustralia yaive imwe yemari inokurumidza kukura. Kubva pane izvi zvichienda mberi, Audusd uye remangwana kuTreritis zvakapinda mune kuwirirana kwakanaka. Dzokera kune kusavapo kwayo kunogoneka chete kana iyo goho iri muUnited States dzichakwanisa zvishoma nezvishoma kukura, pasina kukonzera tsaona nyowani. ADUUSD PALA KUTI TINOGONESA KUTI VATSVIRE KUTI VAVANZE KUTI VAVANZE KUVAKA PASI 0.7900, uye Kudzokera Kuaderera - Kudonha pazasi 0.7700.

Nguva yakamirira 20933_1
AUD / USD.

Kunobva: Bloomberg.

Izvo zvinoitika zvakakosha zviitiko zvekarenda ehupfumi (nguva yezviitiko zvese zvinoratidzwa neGreenwich):

  • 13:15 - ADP mushumo pane shanduko mune iyo mwero webasa muUnited States munaFebruary
  • 15:00 - Bhizinesi Optimism Index (ism) muUS System yeFebruary
  • 15: 10:10 - Kutaura naL. De Gyindos kubva ECB
  • 15:30 - Chirevo chevhiki neUS hushumiri hwesimba pane zvivakwa zvemafuta uye zvigadzirwa zvezvipfumbamwe zviri munyika
  • 16:00 - S. Thanliro mashandiro emubhangi weEngland pane zvisina kunaka mwero
  • 17:00 - Kutaura naR. Bostik kubva kuDody (Voting nhengo Fomc)
  • 18:00 - Kutaura neCh. Evans kubva kuDody (Voting nhengo Fomc)
  • 19:00 - Pfupiso yeUS yakadyara mhinduro pane zvazvino zvehupfumi mamiriro ari mumatunhu
  • 19:30 - Kutaura naI. Shnabel kubva kuECB
  • 20:15 - Kutaura nemusoro weiyo New Zealand Reserve Bank A. Orra
  • 00:30 - Australia Australia Trade Akaundi Chinyorwa Chekupedzisira
  • 03:25 - Kutaura naJ. Kerns kubva kuAustralia Reserve Bank

John Hardy, Main Metary Strategist Saxo Bank

Verenga zvinyorwa zvepakutanga pane: mari.com

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