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Kutanga kwa2021 kwakawedzera zvakanyanyisa kumakambani esimba; Munguva ino, iyo benchmark indasitiri mune simba sarudza Sector SPDR etf (NYSE: XLE) yakura ne18%. Panguva imwecheteyo, chikamu chacho chicharamba chiri kukura chinogona kuitika, chinoratidza chinzvimbo chevashandi vemunzvimbo mumusika wekusarudza. Vazhinji vavavo vanofunga kuti etf ichakura neinenge 9% uye inosvika $ 48.50.
Kubudirira kwazvino kunoenderana nekudonha kwakapinza muUS dhora, iyo yakatsigira Mitengo yeUS (iyo yakasangana 2021 pazasi iyo madhora makumi mashanu paBarrel, asi zvave kuda kukunda mucherechedzo we $ 53). Nekudaro, hazvidikanwe kubatanidza kukunda chete kune mitengo yemafuta. Haisi iyo yekupedzisira basa yakaridzwa nekuvandudza mamiriro ekutambira; Kunyangwe "mabheya" akadai seanoongorora JP morgan, akasimudza exxon Mobil Rating (Nyse: xom).
Sector kukura mitengo
Munyaya yeXle etf, sarudzo dzakawanda dzakatengwa nekurohwa nemutengo wemadhora makumi mana uye zuva rekupedzerwa munaFebruary 19. Kwemakare mashanu ekutengesa zvikamu, kufarira kwakavhurika mavari kwakawedzera kusvika pamashanu ezvibvumirano. Iyo data inoratidza kuti yakawanda yekufona sarudzo inotengwa neanenge maawa 1,05 paComment, I.e., panguva yavari kupera, iyo etf inofanira kutengeserana pamusoro $ 46.05.
Uye zvakare, vamwe vanoisa mari vanotenga sarudzo neyekurohwa muXle 48 madhora (yezuva rakafanana). Mune ino kesi, "collars" vakatengwa vanosvika masenti makumi mana echibvumirano, vachifungidzira kuti nepakati-Kukadzi, etf vanopfuura mwero we $ 48.45. Saka, vatori vechikamu vanotarisira kukura neinenge 9% mumavhiki mashoma anotevera.
Exxon Optimism inosimbisa
Optimistic fungidziro yakakonzerwa nemagariro emakambani akadaro seExxon Mobil (iyo muna Gumiguru yairwa kubva kune yavo madhora 31.50). Uye kukura kwacho kuchangobva kuchinguva chiyero cheJPMORON kwenguva yekutanga mumakore manomwe kwakamutswa kusvika padanho re "pamusoro pomusika kuchengetedzwa kusvika kumadhora mazana mashanu emadhora, izvo zvinorehwa nekukura kugona kusvika pa11%.
"Bullish" optimism yakaratidzwa pane iyo Exxon chart, uko iyo modhi "kapu ine mubato" parizvino yakaumbwa. Zvinoreva kuwedzera kuwedzera mumabhiza kubva kune yazvino nhanho padyo nemadhora makumi mashanu. Iyo projection mazano pane kugona kwekukura neinenge 9% kusvika pamadhora mazana mashanu nemakumi mashanu. Iyi pfungwa inoenderana neiyo yapfuura peak yeJune 8.
Mamiriro ehupfumi ari kuvandudza
Kuvhiya kwekuziva kwakatsanangurwa sekuwedzera kwemitengo yemafuta (sezvo dhora rinodonha) uye kudzoreredzwa kwehupfumi hwenyika. Basa rakakosha rinotaridzwa nekutarisirwa kwekuenderera mberi kunowedzera zviyero zvezvemari zvinowedzera neyeUS nevakuru veUS. Izvi zvakakonzera kuwedzera kwekubatsira kwehurumende kusungwa (kusanganisira mapepa emakore gumi) paunenge uchideredza dhora. Iko kushaya simba kwemari yenyika kwakatungamira kuchokwadi kuti quotes quotes yakaenda kune iyo nhanho yaFebruary 2020.
Kuwedzera kushaya simba kwedhora kuchatarisira kudzoreredza nyika kudiwa. Ehezve, muna 2021 chikamu chesimba chinogona kusangana nezvitsva zvekumanikidza. Mukupedzisira, gore rapfuura raityisa indasitiri, kunyangwe paine mari zhinji vanodzora masimba ekuvandudza simba. Nekudaro, nyika haizoregi kusiya mafuta akawanda munguva yemberi iri pedyo, zvinoreva kuti chikamu chinogona kupora kubva pakurasikirwa kukuru kwe2020.