Inkcazo emfutshane: Intengiso yase-US ibuyele emsebenzini. Ii-asethi eziyingozi zihlala zikhona ukuphakama; Isivuno semingxunya yexesha elide yenye yezona zinto zibalulekileyo zomngcipheko kwimarike yehlabathi-ngaphambi kokuba iimpelaveki ezintathu zedolophu zafikelela kwi-maxima entsha kumjikelo omtsha. E China, iiholide, eziza kuphela ngoLwesine. Izibini ze-USDJPY ziphakanyiswe kunye nembuyekezo, enokuqhubeka nokusebenza njengesalathiso esilinganayo.
ISIQINISEKISO SOKUSETYENZISWA KOMSEBENZI
Imakethi ibonakala ikwiindlela ezinqamlezileyo. Iseti yangoku yeemeko kwiintsuku zakutshanje ichazwe kwi-Saxo yeNtengiso yeNtengiso yeSakhiwo seSaxo. Kumbandela wanamhlanje, ndajonga kule ntengiso mithathu iphambili i-manima kwaye ndaxelela ukuba zeziphi iimeko ezahlukeneyo ababeqwalaselwe kwaye zenzeka ntoni ngoku. Ekuphela komntu ngokubanzi, imeko efanayo sisiphelo esiphezulu sekota yesithathu, xa iimeko zemali zazibonakala zilungile, kodwa izivuno zebhondi zikhule, kwaye ibhalansi yehlile. Kodwa oku kukwimo jikelele ngokubanzi, ngoku idola yaseMelika iyabuthathaka, kwaye odliwayo ayicwangcisi ukutshintsha indlela, ukukhula kwexesha elide lenzuzo yenzuzo, ngakumbi (ukusukela ekupheleni kwexesha elide kwe ijika.
Sele ndiyichaze imeko eyoyikisayo yokuqhubeka kwe-USD ngokunyuka kwesivuno semixokelelwane. Ukuza kuthi ga ngoku, kudala kakhulu ukuba uthethe ngolwandiso lwenzuzo (eyona nto ibaluleke kakhulu, ireyithi yotshintsho olwenziwe nguTrezris " Kwi-1.24%), kwaye malunga nokukhawulezisa ukwehla kwedola. Nangona kunjalo, ngoku ndilungiselela utshintsho ekubuyisweni ngokupheleleyo kunaso nasiphi na esinye isalathiso. Nikela ingqalelo kwishedyuli ye-USDYCY, eyachaphazeleka ngokucacileyo kukunyuka kwembuyekezo eUnited States; Isivuno semingxunya emide yeJapan yasuka incinci, ngaloo ndlela sandisa ukusasazeka.
Ngokutshintsha kwexesha elizayo kwimbuyekezo yaseMelika, idatha yezoqoqosho iya kuphenjelelwa yidatha yezoqoqosho, kunye nexabiso lokugqibela lephakheji entsha ye-United States (i-trion yeedola ilindelwe kwaye imiqondiso. Ngomso ngokuhlwa kuya kupapashwa imizuzu yentlanganiso yeFomC. Ubukhulu becala, ayiyi kubangela mpendulo ibalulekileyo, kuba ukuphathwa kwesondliwe kuyala ukuxoxa ngokuncitshiswa kwamanyathelo akhoyo - kwaye olu luvo luhlala luhlekisa, lunikwe isikali se-trezris kwiinyanga ezili-12 . Esi sikali siphezulu kakhulu kunexabiso lokunciphisa ubungakanani kunye nokuba kungenzeka ukuba kuthunyelwe ukuqokelelwa. Umbuzo wokuba ngubani oza kuthenga uTrezeris omtsha emva kwekota yesibini yeyona nto ibalulekileyo kwiinyanga ezizayo emva kombuzo malunga nenqanaba lokubuyiselwa kweMelika kunye nolunye uqoqosho emva kogonyo. Ekugqibeleni, akuyi kuba yinto enokwenziwa, ngaphandle kwaso. Kodwa lithini inqanaba lokunyuka kwamaxabiso, intswela-ngqesho, imvakalelo eyingozi kunye nezivungulo zebhondi? Oku kunomdla kakhulu kukukhululwa kwe-macrovoices podcance nge-julian rigden evela kumaqabane e-M2.
Ishedyuli: i-USDJPY-inika ialam yedola "iibhere" okanye ziphekiwe kwijusi yayo?
Ukuziphatha kwe-USDJY THEATES isenokungabi kakhulu njengoko sicinga, kodwa imeko yezobuchwephesha kuyo inomdla: yenziwa kwakhona ngaphezulu kwe-200 yemihla ngemihla yenzuzo yenzuzo yaseMelika ukusukela ekuqaleni konyaka . Siza kuqhubeka silinde iimpawu zokuphumla (njengoko inzuzo ziyaqhubeka nokukhula), kwaye siya kuzama nokuqonda ukuba le meko inomda kwisibini okanye kukhokelele kwimarike yotshintshiselwano lwangaphandle. Inqanaba lokuzinza elilindelekileyo kwiinyanga ezintathu lisezantsi kakhulu, malunga ne-6.0%, nangona imisitho yakutshanje iphakama kancinci.
Umthombo: Iqela leSaxo
I-Miscellanea
Umnwe kwiqhosha eTurkey? Imakethi yehlabathi yanele yonke into ethi "Inzuzo" ivakala, kunye ne-Turkey Lira enemigangatho ye-17 yase-Africa eyokugqibela (kwindawo yesibini yaseMzantsi Afrika Ngaphezu kwe-15% ehlengahlengisiweyo eCarri malunga ne-USD, kubandakanya ngaphezulu kwe-9% kwinyanga ephelileyo. Ngoku ukuba isibini se-usdtry sehle ngezantsi kwenqanaba le-7.00, eliye lasebenza kunyaka ophelileyo, lingayi kusombulula ibhanki esembindini ye-turkey ukuba ichithe ngolwesine okanye ubuncinci i-tured okanye ichonge ngenjongo? Amanqanaba okukhula angenakubanjwa ixesha elide.
Iponti ye-sterling iyaqhubeka nerally, isibini se-GBPUSD sasondela kwi-1.4000. Iphawundi ibuyisa izibonelelo ezikhulu kwimeko yangoku: i-Eurgbp kwimilinganiselo emitsha, kwaye i-GBPUSD ingakude ukusuka kwi-1.4000; Ukuba idola iyaqhubeka ibuthathaka, esi sibini sinokufikelela kwi-1,4200, nangaphezulu. Njengoko ndaphawula ngaphambili, izikhombisi ezisisiseko ze-UK kunye ne-United States ziyafana: Omabini la mazwe anohlahlo-lwabiwo mali lwangaphandle kunye nokugcinwa korhwebo lwangaphandle, kunye nokuhamba kweebhedi zokwenyani ku-thani. Nangona kunjalo, banendawo eyahlukileyo yokuqalisa: I-GBP iphuma kwi-ofisi ye-detroves, kwaye i-USD ivela kwixesha elide lokwanda. Iphawundi ikwimeko entle, kodwa kwiinyanga ezizayo ndiza kulandela i-Bets yokwenyani ukumisela umzuzu xa ithontsi labo liya konakalisa umtsalane wemali.
I-China ikuhlaselo e-US kwicandelo lemidlalo enqabileyo yomhlaba: Kule ntsasa (inqaku) lapapashwa kwi-ft, apho, ngokubhekisele kwimpembelelo yokuthumela ngaphandle Ezi mpawu zekhemikhali ekuvelisweni kwezixhobo eziphezulu zetekhnoloji eUnited States. Le yenye into ebonakalisayo yemingcipheko yemfazwe ebandayo phakathi kwala mazwe mabini, umqondiso wokuphuphuma kobudlelwane kwezoqoqosho. Isicwangciso esiliqili "Thenga laseMelika" ecetywayo kwisicwangciso-qhinga se-Biden kwaye "ukugqwetha" kubonakala ngcono "kubonisa kwicala elinye, kwaye lisebenza njengophawu lokukhula kwamaxabiso. Ixesha elingaphezulu, ukuhambisa iintlawulo eUnited States kufuneka uyeke kakhulu ukuba athumele kwakhona ekuthengeni kweempahla ezingeniswayo kwaye anyuse intsilelo yorhwebo lwangaphandle, kodwa mhlawumbi akunjalo ngoku.
I-G10 ye-GNH ye-CNH: Zonke "iimali ezincinci" g10 ezijolise kwi-maxima yomjikelo, eyayisaba sisithsaba saseNorway. Njengoko sele kukhankanyiwe, imeko yokuhluma ayisiyonto intle kakhulu kwi-Euro, kwaye u-IenU ubamba izivuno ezikhulayo kunye namaxabiso ezinto eziluhlaza. Isalathisi esibalulekileyo se-USD i-Chinese imakethi kunye ne-USDCNY-ayisebenzi de kube ngoLwesine, kodwa esi sibini sibonisa umjikelo omtsha, nangona ubusuku ngaphaya.
Iziganeko eziphambili ezizayo zekhalenda yezoqoqosho (ixesha lazo zonke izinto zibonakalisiwe yiGreenwich):
- 13:30 -U-USA, isishwankathelo seemeko zeshishini kwimveliso eNew York ngoFebruwari
- 17:30 - Intetho E. George ukusuka Fed (ilungu FOMC non-ezonakalisayo)
- I-18: 00 - intetho ngu-R. Kaplan evela kwilungu le-Fed (lelungu lekholamu)
- I-20: 00 intetho m. dalu kwi-ECB (ilungu lokuvota i-fom)
- 23:50 - Ingxelo yeNtengiso yeJapan
- I-01: 00- intetho nguK. Kent kwi-Reserve Bank yase-Australia
U-John Hardy, ophambili ka-SAXO Bank
Funda amanqaku asekuqaleni: