Ixesha lokulinda

Anonim

I-Splash ebukhali yengqokelela yeBondhes ye-United States, eyenzeka kwiveki ephelileyo, ihlisiwe. Imakethi izama ukuqokelela iingcinga zakhe kwaye ibuyele kwimeko eyandulelayo, kodwa kukho imiqobo. Kwiintsuku ezizayo kunye neeveki, imakethi iyakulinda ngokuzithandela kwizicwangciso zebhanki eziphakathi, eziguquguqukayo phakathi kwemozulu enobungozi kunye nenzuzo ye-bonds (eyiyo).

Isihloko sokuRhweba sasekhaya: Ukuhlolwa kwe-nevoint emva kokulimala nge "Trezris"

Ibinzana elithi "ukulimala nge-trezris" lithathwa kwintloko ye-Podcast ye-Podcance Saxo yeNtengiso yanamhlanje. Kuyo, siye sathetha khona apho intengiso ifuna i-catalyst entsha emva kothusa kwisivuno se-United States (nangona oku kuthula ngaphandle kokubonakalisa ukungasebenzi kakuhle kwemekethi). Iimarike zizama ukubuyela apho babekho ngaphambi kweziganeko zeveki ephelileyo, kodwa ndiyathandabuza ukuba le nto inokwenzeka ngaphandle kokuqikelela okuqinileyo kwezemali yemali nangezemali, ingakumbi evela kwi-strong.

Ngaba inzuzo iyoncedo kwakhona, kodwa ngokuzolileyo, ngaphandle kokubetha iMfihlakalo yeMfihlakalo? Ngaba kunokwenzeka kumanqanaba akhoyo? Kunzima ukuyithetha, kodwa ukuza kuthi ga ngoku intshukumo yemakethi icotha, i-fed isenokungafuni kutshintsho lwefayile l. Ilungu leBhunga le-Trezeris: "Ndilandela iziganeko Imakethi ... Ingqwalaselo yam yatsalwa yintshukumo ethile kwiveki ephelileyo kunye nesantya sabo. "

EBloomberg Inqaku lapapashwa apho imakethi yemakethi ye-21 yeTorzion "ithathelwa ingqalelo, ithathela ingqalelo indima yazo ephambili kwimeko yehlabathi liphela. Lo mbuzo uphambili ngumnqweno kunye nobuchule beebhanki zaseMelika ukugcina imiqulu enkulu yamaphepha kaNondyebo. Kwisiqingatha sesibini sonyaka kwaye emva koko iya kugxininiswa ngakumbi, kuba ivolumu ye-ekukhokeli yeqhina iphakame kakhulu kunesantya sabo sokuthenga. Akufanele ulibale ukuba isizathu sokohlwa "I-Trezeris" kwiveki ephelileyo yayiyimfuno ephantsi kwi-Aurition-iminyaka esixhenxe. Omnye umbuzo kukuba i-fed iya kubuyela kwiimfuno zemali, ichithwe okwethutyana kunyaka ophelileyo ngenxa yokonga inkqubo yezemali evela kwisiphithiphithi. Ikota yokususwa iphelelwe lixesha kule nyanga, kwaye oonesidesi boMvuni uWenaren noBrown sele bebhale isibongozo kwi-strong kunye namanye amaziko acela ukuba angabilulekanga. Lo mbandela kufuneka usonjululwe, kungenjalo iziganeko ezitsha ezitshatileyo azinakufikeleleka, zilandelwa sisisombululo sobuchwephesha, okanye siyifeza amanyathelo okuphelisa yonke imiqobo kwimigaqo-nkqubo yemali, ngaphandle kwethiyori ye Umxholo wezemali). Sele kwiVeki ezayo siza kufumana uvavanyo olutsha - amaphepha obuncwane aneminyaka eli-10 ukuya kwengama-30 ubudala.

Ke, inikwe oku kungasentla kwaye inyani yokuba isivuno samaphepha alishumi aneminyaka eli-10 ubudala ixesha elingaphezulu kwe-1.50%, kufuneka sithathelwe ingqalelo ukuba iimarike ziya kungcangcazela, okanye Ukanti isivuno siya kuba nakho ukuthuthuzela ngokuthe cwaka, ngaphandle kokuthumela ii-asethi eziyingozi kwi-corkscrew. Le yokugqibela isenokwenzeka ukuba inokwenzeka kuphela ukukhula okuzinzileyo kolindelo lokunyuka kwamaxabiso oluphangaleleyo isivuno sezinto ezinde ze-Boonds - oko kukuthi, ngokuhla kweMbuyiso lokwenyani. Ukulinda kunokuba ixesha elide. Mhlawumbi imeko ngoku ifikelele kwinqaku lokutshintsha, ukuthwala iimarike zeasethi. Abaxhasi bokuncitshiswa kwe-USD abayi kwenzakalisa ukuba balinde de kube kucacile ukuba intengiso yentengiso ye-2, kunye / okanye isivuno sokwenyani e-United States siwe ngokukhawuleza kunakwihlabathi lonke.

Ezinye iindaba zayo zanamhlanje: Ngokwemithombo yeBloomberg kwi-ECB, iBhanki ayiboni ngemfuneko engxamisekileyo yokunciphisa imbuyekezo, ngaphandle kweenkcazo zabameli bayo ekuphakameni kwabo. I-Euro kule miba iphakanyisiwe kancinane, kwaye urhulumente wamazwe amazwe amazwe ayengasengqiqweni. Isivuno se-10-rand yaseJamani yenyuke ngamanqaku ama-2; Nangona kunjalo, isezantsi -30 B.P., ngoLwesihlanu, ngaphambi kokusebenza kwe-I. Shnabel, yafikelela -20 BP.

Iponti ye-sterling, namhlanje uMphathiswa wezeMali ye-Britain ye-Britain shaiak iya kwenza ingxelo yentwasahlobo ngohlahlo-lwabiwo mali. Ulwazi oluninzi sele luvuliwe, kwaye kubonakala ngathi isihloko sayo esiphambili siya kuba sesona sixhaso siphezulu sabemi kunye nemisebenzi, kwaye malunga nokuqinisa (ukwanda kwerhafu kwishishini, njl.) Kuqhelwe ngaphandle kwexesha elide.

Itshathi: I-Ausdd kunye ne-Ofisi kaNondyebo

Ukusuka kwigrafu, inokubonwa ukuba i-aususd's rally yexesha elide ayizange ingonakalisi ukukhula kwesivumo sezinto ezilawulayo ze-US: Iblowu "ibonisa uTrezris" . Nangona kunjalo, ukuqhambuka okufanayo kwe-gocurity yaseMelika yenzekile ngoLwesine wokugqibela, ngakumbi ngokomelela malunga neminyaka emi-2 ukuya kwele-7. Ngenxa yoko, yonke into yaphulukana nayo, umnikazi omkhulu waqala, obetha kakhulu izibini ezifana no-Aussusd-An-A ngaphandle kwe-Australia yenye yezona zinto zikhulayo zemali ezikhula ngokukhawuleza. Ukusuka kweli nqanaba, ukuphindwaphindwa kunye nexesha elizayo eTreziris yangena kwi-corareting elungileyo. Buyela ekungabikho kubukho bunokwenzeka kuphela ukuba isivuno eUnited States siya kukhula sikhule kancinci, ngaphandle kokubangela iingozi ezintsha. I -unteusd i-ousd i-thebhile yokungathathi hlangothi kufuneka ivaliwe ngaphezulu kwe-0.7900, kwaye ibuyele kwi-Demple-iwele ngaphantsi kwe-0.7700.

Ixesha lokulinda 20933_1
Aud / i-USD.

Umthombo: I-Bloomberg.

Iziganeko eziphambili ezizayo zekhalenda yezoqoqosho (ixesha lazo zonke izinto zibonakalisiwe yiGreenwich):

  • 13:15 - Ingxelo ye-ADP ngotshintsho kwinqanaba lengqesho e-United States ngoFebruwari
  • I-15: 00 - Isalathiso seTyhilo yeShishini (i-ISM) kwiNkqubo ye-US kaFebruwari
  • I-15:10 intetho ngo-L. de Gyindos kwi-ECB
  • 15:30-Ingxelo yeVeki yeCandelo loMphathiswa Wezamandla yase-US kwizixhobo ze-oyile kunye neemveliso zepetroleum kwilizwe
  • 16:00 - Intsebenzo ye-Tentreiro evela kwiBhanki yaseNgilani kwimirhumo yenzala engalunganga
  • Nge-17: 00- intetho ngu-R. Bostik ukusuka kwi-Fed (ilungu lokuvota i-fom)
  • I-18: 00-Incoko ngo-Ch. I-Evans evela kwi-Fed (ilungu lokuvota i-fom)
  • Ngo-19: 00 - isishwankathelo samagqabantshintshi e-US Fed kwimeko yoqoqosho yangoku kwizithili
  • I-19: 30 -Thengisi yi-I. Shnabel kwi-ECB
  • I-20:15 - intetho ngentloko yeBhanki yeNew Zealand Reserve A. Orra
  • 00:30 - Ingxelo yeakhawunti ye-Australia kaJanuwari
  • I-03:25 -indlela yokuthetha nguJ. Kerns ukusuka kwiBhanki engu-Australia Reserve

U-John Hardy, ophambili ka-SAXO Bank

Funda amanqaku asekuqaleni:

Funda ngokugqithisileyo