Ukutshala imali.com - Ukuthengiswa kwamabhondi aseMelika kwabonakaliswa ezimakethe zomhlaba, kepha umgwaqo wangemuva ubukeka uvuselelwa ngokulinganayo lapho kuvulwa. Kulindeleke ukuthi inani lezikhala ngaphandle kwe-sphere yezolimo lizonyuka kakhulu ngoJanuwari. Isixazululo se-OPEC asikhuphuki ukukhiqizwa sibangela amanani entengo kawoyela, futhi abahlaziyi bandisa izibikezelo zabo. I-China yabeka umgomo wokukhula kwe-GDP kulo nyaka ephansi kunabaningi abalindelekile. Yilokho okudingeka ukwazi ngemakethe yesitoko ngoLwesihlanu, Mashi 5th.
1. Ama-Powell aphawula athonya izimakethe zomhlaba
Ukuthengiswa kwamabhondi aseMelika, kucasulwe yiNhloko yohlelo lweFederal Reserve System kaJerome Powell ngesikhathi senkulumo ngoLwesine, kwabonakala ezimakethe zomhlaba, yize imakethe yaseYurophu yabuyiselwa ngemuva kokutholwa okubuthakathaka.
UPowell waphinda futhi ukuthi i-Fed ngeke isheshe ngokuqinisa inqubomgomo yayo yezezimali kuze kube inqubekela phambili ebalulekile yenziwe ekwehliseni ukungasebenzi. Ukuphawula kwakhe kwaholela eqinisweni lokuthi isivuno samabhondi oMgcinimafa weminyaka ayi-10 kwabalelwa ku-1.55%, kanti izingane ezineminyaka engu-30 - 2.35%. Kamuva zombili izinkomba zehla, kepha amazinga okukhula amelela ingozi esobala ekutholeni imalimboleko yokuphinda unikeze imalimboleko. Amanani entengo yeminyaka engama-30 yemalimboleko yempahla ebanjiswayo ngoLwesine edlula ama-3%.
UPowell waveza ukuthi i-Fed ngeke iphendule ekwandeni kokuzumayo kuze kube yilapho imakethe ihlala "iyalele".
2. I-China Setha Ilitshe Lokukhula Okuphansi
I-China imemezele umgomo wokukhula omusha ngo-2021, ophansi kakhulu kunezinto eziningi ezilindelwe.
Emhlanganweni wonyaka we-All-China, osungula izinto eziza kuqala kwezomnotho kulo nyaka, uNdunankulu uLee Chanitsan wabeka umgomo wokukhula kwe-GDP ka-6%. Lokhu kuqhathaniswa nesimo sezulu sesikhwama sezimali samazwe omhlaba - 7.9%, senziwe ekubuyekezweni kokugcina komnotho wembulunga yonke.
Lezi zibalo zibonisa ukuthi i-beijing ifuna ukukhansela ezinye zezindlela ezivuselelayo ezivuselelayo ngonyaka owedlule, kucatshangelwa ukwanda okubukhali kwesikweletu somphakathi nakusizimele ezinyangeni eziyi-12 ezedlule. Umzimba we-High Banking Sugameringo wokuqondisa uxwayisiwe yi- "Bubbles" ngeledlule ezimakethe ezahlukahlukene, kubandakanya emakethe yezakhiwo yasekhaya.
Amanani ezinsimbi ezingewona ama-ferrous, ziwile kakhulu ngoLwesine, zibuyiselwe.
3. Imakethe yesitoko yase-US izobuyisela
Imakethe yesitoko yase-US izovulwa ngokukhula okulinganiselayo ngemuva kokulahleka okusha ngoLwesine, kepha abathengisi bayakwesaba ingcindezi eqinile ekuvuleni: isithombe esijwayelekile kuleli sonto sasinjalo ngokushesha okuthengiswayo okukhulu.
Ngo-06: 40 ekuseni isikhathi sase-East (11:40, eGreenwich), i-dow Jones ikusasa lenyuke ngamaphuzu angama-81, noma ama-0.3%, kanye ne-S 500 ikusasa - ngo-0.2%. Ikusasa leNasdaq 100, elalinomthwalo omkhulu wokuthengisa kuleli sonto, futhi liqede iseshini ngoLwesine endaweni ephansi cishe izinyanga ezintathu, i-rose 0.1%.
Amasheya okungenzeka abe se-SpotLight - Broadcom (NASDAQ: I-AVGO), i-Costco Wholesale (NASDAQ: Izindleko) kanye negebe (NYSE: I-GPS): Ngemuva kokuvala imakethe ngoLwesine, bakhombisa imiphumela yenkonyane, kudlule okulindelwe.
4. Ukukhula emakethe yezabasebenzi kuzobuye kukhule
Ivolumu yokuhweba emakethe yamasheya namabhondi kungenzeka ukuthi ibe ngokulinganisela, okungenani kuze kube ngu-08: 30 ekuseni (13:30 Grinvich), lapho kuzoshicilelwa umbiko wenyanga.
Abahlaziyi balindele ukuthi izikhala ezintsha eziyi-182 ezintsha zanda emnothweni wase-US esikhathini sanyanga zonke kuze kube maphakathi noFebhuwari, okuzoba ngcono okwesibili ngenyanga emkhakheni wokuqasha. Kodwa-ke, abahlaziyi bazophinde balandele okwenzeka enkombeni yomnotho, okwathi ngoJanuwari wawela ezingeni eliphansi kusukela ngoJuni, ngoba abasebenzi abakhungathekile bayeka umsebenzi.
Lezi zibalo zizophuma ngosuku olulandelayo ngokwanda okuncane kwezicelo zamasonto onke ngezinzuzo zezinzuzo zomsebenzi ngoLwesine, okuyikho, ezifihliwe ukuncishiswa kwabantu abayisigidi salabo abathumela izicelo zezinzuzo zomsebenzi.
Idatha eshicilelwe esele esele esele e-US Trade Fork ngoFebhuwari izoshicilelwa.
5. Amanani kawoyela ayaqhubeka nokukhula ngemuva kokumangala kwe-OPEC +
Amanani entengo kawoyela ongahluziwe agxumela ezingeni eliphakeme kakhulu kusukela ngoJanuwari 2020, lapho abahlaziyi bashesha bavuselela ukubikezela kwabo kwamanani ngemuva kwesinqumo esilindelekile se-OPEC kanye ne-Allies yaso ukuze balondoloze ukukhiqizwa ngo-Ephreli cishe. Abaningi balindele ukwanda kwemigqomo eyizigidi eziyi-1.5 ngosuku noma ngaphezulu.
Lesi sixazululo sisho ukuthi ukuncishiswa kwezinkambiso ze-global kawoyela kungenzeka kusheshise uma umnotho wasenyakatho we-hemisphere uzoqhubeka nokuvula ngemuva kokuqhuma ebusika kwe-Covil-19. ICitigroup (NYSE: C) Silindele manje ukuthi ngasekupheleni kwenyanga intengo ye-Brent izofinyelela ku- $ 70 nge-strel ngayinye, i-NYSE: GS) (Nyse: GS) (NYSE: GS) Lindela ukuthi kwikota yesithathu yalo nyaka kuzoba ngu- $ 80.
Lezi zindaba ziphinde zeseka okufunwa kakhulu kwamasheya e-Way and Gher Izinkampani: amasheya ezinkampani ezithile zaseYurophu nezinkampani ezisekelwe kawoyela ezingxenyeni eziyinyanga eziyi-13 ekuhwebeni kwasekuseni eYurophu.
Lesi sixazululo sizokwengeza okuthize idatha ekubalweni kwe-Baker Hughes (Nyse: BKR), ezophuma kungekudala, okucatshangelwa ukuthi izimayini ze-shale e-United States ngeke ziphile ikusasa eliseduze.
Umlobi uJeffrey Smith
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