Ukhetho e-United States lwadlula, imibiko yokubuyisa izibalo ngokumelene nesizinda sezinkuthazo ezilimele, kubonakala sengathi ayimbi kangako. Kepha iBideno empeleni ayifuni ukuza ngesikhathi sokunciphisa ijubane umfutho wezomnotho - umbuzo we-populism ukuthi osopolitiki bavame ukuba yiwona cala, bese bezocabanga ngemiphumela.
UMongameli osanda kukhethwa e-United States ("Ngeke Silindele") sicele enye into eyi- $ 1.9 trillion kusuka engqungqutheleni ukulwa nobhubhane. Kuyiqiniso, izimakethe zigwinye ngenjabulo lezi zindaba, ezisele ezindaweni eziphakeme zomlando.
Ngobuchwepheshe s & P 500 ngenhla komaki wendawo osemqoka 3824.
Futhi iyaqhubeka nokuvuselela amanani amasha womlando kanye nenkomba yezobuchwepheshe. Ngobuchwepheshe - umfutho omusha wokukhula ngemuva kokugcinwa okuhle kwezinga lokusekelwa lendawo 13 312.
Kuyaqapha ukuthi kuboniswe umzuzu onjalo othakazelisayo lapho kufanele kuboniswe khona ukunakwa okuthe xaxa: ekuqaleni kwezitatimende ngezinceku ezintsha noma ngesingeniso sazo, idola liwela ngokuqinile. Lapha sibona ukuthi idola le-yen lithola ukulinganisela esifundeni esingu-103.7.
Vele, nganoma yikuphi ukubuyela emuva kokukhuluma ngokulinganayo, futhi imizamo yokuthatha izoba nolaka. Kepha vele iqiniso lokuthi ukuthengisa kuzama ukuthenga - iphuzu elibaluleke kakhulu. Ukhiye wemikhuba ende yesikhathi eside uhlala uyintengo efanayo ezingeni le-104.6.
I-Euro to the Dollar nayo ikholwa emhlabeni jikelele amasonto ambalwa eshidini esele. I-Europe, kunjalo, i-Slowdown efanayo ye-Momentum. Manje-ke kuphakama umbuzo: Yiziphi iziphathimandla zaseYurophu zilungele ukuhamba? Okwamanje, iphuzu elibuthakathaka ligcinwa emhlabeni jikelele endaweni ye-liquidity zone, nasendaweni - "ngemvume" ukusekelwa ngu-1.216.
Futhi, iphakethe elingezekile lokuvuselela alizange liwe futhi ligcwaliswe uwoyela, lapho ngobuchwepheshe ngemuva kokuqhekeka ngemuva kuka-52.70 nangokukhuphuka kabusha okungaphumelelanga ngaphezu kwalolu phawu lwabathengi, kube nesithombe esingesihle kakhulu.
Endabeni yeBlack Gold, izindaba zobhubhane kanye nomsebenzi womnotho zinamandla, futhi ikakhulukazi ngokucophelela ukubuka ukukhula kweChina - Omunye wabathengi abakhulu bobunjiniyela bamandla.
Kuleli sonto usuku oluyisihluthulelo - uLwesithathu. Ngesonto eledlule sabona izinqumo ezingashintshiwe ngamanani wenzalo eJapan, eCanada, e-EU. Manje ithuba lifika e-United States. Yebo, akunakwenzeka ukuthi ulinde okuthile okungalindelekile. I-0.25%, okungenzeka, izoshiya uhlelo oluvuselelayo luyaqhubeka, kepha, njengenjwayelo, konke ukunakwa kwengqungquthela yabezindaba ye-Fed.
Zingaki izikhathi ezizoba yizisusa nokukhula? Ngenkathi ivumela ukwehla kwamandla emali. Futhi izinkinga kwezomnotho, ngiyasaba, kuzokwelula kude ngenyanga eyodwa, ukuphoqa uMlawuli ukuthi azothi "ithambile."
NgoLwesine kuzoba nokushicilelwa kwamadijithi wekota we-GDP - amanani kulindeleke abe ngu-4,2%. Kepha, ngokungananazi, le mininingwane isivele ifakiwe ngentengo, futhi okungenani i-ISM PMI ifundeke phambilini. Ukungafani okunamandla kuphela ngesimo sezulu esingadala ukusabela kwemakethe ngokomzwelo kule nkomba.
Ekupheleni kwesonto lase-US Shicilela imali engenayo kanye nezindleko zedatha, kanye nokulindelwe kwama-inflational, okuyilo ngenkathi amanani awo aphansi avunyelwe ukukhulisa ithemba. Izindaba zokuqala zokwesaba zizondiza ngenani elikhulayo ngenhla kwe-3%.
UVictor Makeev, umhlaziyi wezezimali uGerchik & Co.
Funda izindatshana zoqobo ku: