RMB Inkampani: Izimakethe silindele isenzo kusukela amabhange amakhulu

Ngokusho RMB Inkampani, ucaphuna ezinkulu kwemali ngazimbili phezu osukwini olwedlule ayikashintshi okuningi - ngokusobala izimakethe uqhubeke ukugaya imiphumela isiqongo EU owabanjwa mhlaka 28-29 Juni, kanye Ukwanda kwempahla okuyingozi ngoLwesihlanu. Ngesikhathi esifanayo, yebo, abaningi bakhetha ukufundela thatha eyatholakala kusukela inzuzo ukukhula sangoLwesihlanu. NeKhwotheshini EUR / USD kwehle ngo-0.2% ezingeni of 1.2600, umina, noHezekeli, "potyazhelel" 0.3% kudatha elihle ukukhiqizwa Inkomba PMI, okuyinto ukubaluleka kwaba 48.6 ngo-June 46, ngokumelene okulindele, 5 nokubaluleka yangaphambilini ye 45,9.

amasheya European ADX30, CAC40 futhi FTSE100 rose 1.24%, 1.36% kanye 1.25%, kanti "nozakwethu" yabo American yabonisa yalokho zimbi kakhulu - S & P500 Inkomba rose 0.25% ngo kuyilapho Dow Jones yawela 0,07%. Ngokusho RMB Inkampani, isizathu Dynamics oluqine kangaka abagcini zimali bazimisele kakhudlwana ukuzamukela ukuthenga izimpahla YaseYurophu okulindele ukuthi ECB ngoLwesine kuzonciphisa izinga refinancing ukuze 0.75%. Ngesikhathi esifanayo esikhishwe izolo ukubaluleka ISM Inkomba yomsebenzi ibhizinisi e-US embonini ngoJuni kwaba kuphela 49.7 ngokumelene kulindeleke 52.0 (inani odlule - 53.5), okuyinto kungagcini izingozi ekukhuleni Ezicindezelekile amafa, futhi ngaphezu kwakho konke, US stock market.

idatha wanamuhla ku izimvume zokwakha e-Australia ngo-May nande kudlulwe izibikezelo abahlaziyi '- nokwanda kokungabi 27.3% m / m ngokumelene okulindelwe 5.0% m / m (ngo-Ephreli bhalisiwe ukwehla ngo-7.6% m / m idatha ebekiwe ). 3 amahora emva kokushicilelwa idatha "Aussie" wanezela mayelana 25 amaphuzu, kodwa ngemuva kokushicilelwa ngesinqumo ngesilinganiso Reserve Bank of Australia (RBA) uye wathuthela ukuze wehlise. I RBA kwesokunxele ukhiye lenzalo yayo ingashintshiwe at 3.50% njengoba kulindeleke, zonke 28 okwaxoxwa nabo ngu Bloomberg abahlaziyi. Ngo imibono ku-Bank isinqumo sayo waphawula ukuthi "idatha kubonisa Ukuwohloka isimo e-Europe ne-China," "ukwehla lezimpahla amanani kusiza ukunciphisa izinga lokwehla kwamandla emali," futhi "isimo somnotho womhlaba wonke kuba kubi kunokuqala ezinyangeni ezimbalwa ezedlule." Izimpendulo ezinjalo ukusekela umbono wokuthi RBA kungase kunciphise izinga emhlanganweni ngo-August, elinde ukwamukelwa of ezengeziwe umfutho izinyathelo futhi European Central Bank of the People sika Bank of China (t. E. RBA engafuni "ukusebenzisa ngaphambi injini").

Isihloko ukuze uyothuthukisa inqubomgomo amabhange ezinkulu maphakathi okwamanje juqu for abahlanganyeli emakethe. Igxila ULwesine, July 5, lapho isinqumo izinga iyothathwa the ECB. Kuyo yonke le nkinga esibhekene nayo European, the ECB Wenzele ezengeziwe umfutho izinyathelo (noma ukwehla izinga eside refinancing imisebenzi (the LTRO)) kulandele izinyathelo eziphathekayo zezombangazwe aseYurophu kwamaphaphu izinqubo esibucayi (ukudalwa izimali zosizo, nokunye. D.). Ochwepheshe ungalindeli okuhlukile kulokhu, babikezele ukwehla isithakazelo emazingeni emhlanganweni ku 5 Julayi. Umbiko zabangasebenzi e-US ngoLwesihlanu esimweni izinombolo okubi, liphinde okulindeleke ukuba ziqinise aqagela olunye usizo kusukela Fed.

Namuhla, yedatha ebalulekile macroeconomic kuyafaneleka ukwakhiwa wemboni PMI Inkomba of Great Britain, okungase waphinda ukusekela izingcaphuno lwemali British.