I-China iyakholelwa kakhulu ukuba uqoqosho lwehlabathi lubuyiselwe ngokukhawuleza. Idatha yoRhwebo ibonakalisile ukuba inyukele ngaphandle kwi-60% ye-yoy kaJanuwari-kaFebruwari. Isalathisi sigqithisise kakhulu kwimozulu (40%). Amanani kaFebruwari ngamabala ngama-150% ye-yoy. Ngeendlela ezininzi, oku kukulunga kwamaqabane orhwebo, ngakumbi iUnited States, e-Entermonia kuFebruwari kwasinda ekuhlanganeni kwe-20. Oku kubonisa, umzekelo, ixabiso lerekhodi lesalathiso esikhokelayo solwandiso loqoqosho oluvela kwiGolden Sachs:
I-curve eluhlaza okwesibhakabhaka-isalathiso sokwandiswa kwezoqoqosho kwi-GS
Okanye, umzekelo, i-uperiency e-US GDP ye-US GDP kwikota yokuqala ukusuka kwi-NY Fed:
Isimo sezulu senziwe ngenxa yedatha engenayo kwaye ngoku i-8.5%. Kwaye ikwangazinkuthazo!
Iindlela zenkxaso ezivunyiweyo kwi-1.9 yeedola iidola, kodwa ukugweba ngokwenyani yokuba i-Redred ye-Red, ingaba neendaba ezothusayo azicingisi, kwaye inkuthazo sele ithathelwe ingqalelo ngamaxabiso.
Ukulingana phantsi koxinzelelo, njengoko imeko yoxinzelelo eTreziris alwenzi naphi na. Ngapha koko, iziganeko zeveki ephelileyo (Powell, i-NFP) inomkhwa kuphela. Ndiyavuma, isihloko seRhafu ye-Oskomin, kodwa iimakethi ngendlela ethile ngoku zinokubhukuda kwi-theys, ukusuka kwimarike nganye, akukho mkhondo phaya, ophindiweyo Kumaxabiso anjengakutsha nje akakhutshelwa ngaphandle. Bavuselela "uluhlu olupheleleyo lweemvakalelo ezitokisini", kwakhona malunga noku kumda wevidiyo yanamhlanje.
I-JP Morgan yafumanisa enye impembelelo yentengiso yakutshanje eTrezerris kwimarike ye-stock-ukuphinda iphinde yepenshini enkulu kunye nemali ezizezimali. Banokulungelelanisa kakhulu uluhlu lweeasethi kwiphothifoliyo, ukusukela ekuqaleni, zinezibonelelo ezikwisitokhwe, kwaye okwesibini, izabelo zahamba kakuhle.
Kukho abadlali abaphambili abathathu, iintshukumo zikabani kufuneka zilandele-Ingxowa-mali ye-US, i-I-Norwegian Ingxowa-mali yePenshini. Batshintshelwe ngamaxesha ahlukeneyo phakathi kweklasi, kodwa ekubeni ezinye zazo ziye zahlehliswa yinkqubo, wonke umntu ukufanele ixesha kunye-thabatha ekupheleni kwale kota. Umzekelo, phakathi kwengxowa mali yaseMelika namhlanje yenza inzuzo ebonakalayo kubulungisa, eyayiza kufuneka ilungiswe:
I-JP Morgan iyasibulela i-upbiulation ekhuselweyo evela kwizitokhwe ezibangelwe yintengiso yezi nkxaso-mali kwi-31 yeebhiliyoni) okanye kancinci (i-qokelela), abathathi-nxaxheba bentengiso abaseleyo banokuthambezeleka Zama ukubetha iminenga enokucinezela iNgxowa-mali.
Iziganeko eziphambili ekufuneka zibekwe esweni kule veki:
Ngokwe-Euro-epapashiweyo namhlanje, ingxelo ngeeasethi ze-asethi ze-PEPP ("i-pidemic qa", iNkqubo ephambili yokuthenga) - Ngaba i-ECB iphendule ekukhuleni kwenzuzo yekhaya? Ukuba ukuthenga kuye kwandiswa, impembelelo ye-tvro imbi ngokulinganayo, kuba Umqondiso wokuba i-ECB ichaphazelekayo. NgoLwesine - intlanganiso ye-ECB, kwaye kwakhona umbuzo kukuba uMlawuli ucinga malunga nokuhamba nje kwakutshanje kwibhondi?
Kwi-USD - ngoLwesithathu nangoLwesine zizinto ezinkulu zohambo olukhulu lwe-trezris oneminyaka eli-10 ukuya kwengama-30 ubudala. Ukusilela kwe-suction kuya komeleza uxinzelelo eTreziris, kunye ne-Vice verda, ukuba ivule impahla entle, ingozi iya kufumana isiqabu. Xela ukunyuka kwamaxabiso kwi-United States ngoFebruwari, ukukhululwa kucwangciselwe ukuba ngoLwesithathu. Ukuthathela ingqalelo idatha ye-NFP yakutshanje, isimangalo esifanelekileyo kukuba oko kuya kuxhasa ukulungiswa kwe-USD.
I-Arthur idiatulin, i-Tickmill IKHRORTUPROX
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