- I-S&P 500 kanye ne-Nasdaq 100 zifinyelele ezingeni eliphezulu lomlando eliqhutshwa yi-AI kanye nethemba lezivumelwano zezwe.
- Ubuthakathaka besistimu buyaqhubeka ngenxa yokwehla kwamandla emali okungaphezu kuka-3% kanye nokuntuleka kwemali ngokweqile okungamuncwa yi-Fed.
- Izimakethe zezezimali zangaphandle kanye nezimpahla zithinteka ukuguquguquka kukawoyela kanye nokungezwani eMpumalanga Ephakathi.
Isimo sezimali samanje siziveza njengempicabadala yangempela. Muva nje, sibone ukuthi I-S&P 500 kanye ne-Nasdaq 100 Baphinde baphula amarekhodi, babeka amazinga aphezulu omlando ashiya abahlaziyi abaningi beklwebha amakhanda abo. Leli themba alihlukile, njengezinye izinkomba ezifana ne- I-Nikkei 225 noma i-IBEX 35 Imbuyiselo Ephelele Baphinde bajoyina leli qembu eliqophe umlando, okubonisa ukuthi isifiso sokuthola amasheya sibuye ngamandla yize isimo sisalokhu sishubile.
Uma ubheka izihloko zezindaba, izizathu zibonakala zicacile: ama-balance sheet amahle kakhulu ezinkampanini ezinkulu kanye nethemba lokuthi isivumelwano sizosayinwa. Isivumelwano sokuthula saseMpumalanga EphakathiEqinisweni, isimemezelo sikaDonald Trump mayelana nokumiswa kosizo emikhunjini eStrait of Hormuz sikhuthaze umbono wokuthi isivumelwano ne-Iran singase sibe khona maduze, okufaka ukuzethemba ezimakethe zamasheya. Ngaphezu kwalokho, abatshalizimali balindele ukuthi ukufika okungenzeka kwe UKevin Warsh kwi-Fed kusho ukuphela okuqinisekile kwanoma yikuphi ukwenyuka kwezinga lenzalo.
Ingozi efihliwe ngemuva kwenjabulo
Kodwa-ke, akukhona konke okuhle, futhi abanye babheka lezi zinombolo ngokungabaza okukhulu. Kuyamangaza impela ukuthi imakethe yamasheya iyakhula ngenkathi sisenayo ukukhuphuka kwamanani ngonyaka okungaphezu kuka-3%Nakuba kukhulunywa ngezingxoxo zokuthula okusheshayo empini yezepolitiki, iqiniso liwukuthi izibazi eziku- uchungechunge lokuhlinzekwa kukawoyela Azinyamalali ngobusuku obubodwa futhi kuzothatha izinyanga ukuzinza.
Kukhona ukwesaba kwangempela ukuthi sibhekene nokukhula okusekelwe kakhulu ku- injabulo ngenxa yobuhlakani bokwenziwa kunasezisekelweni eziqinile. Lapho izimpahla zikhuphuka ngesivinini esikhulu kangaka ngaphandle kokusekelwa kwangempela, ingozi iwukuthi indlu yamakhadi izowa, okubangela ukuwa okuqondile ngendaba yamahora ambalwa noma ngisho nemizuzu. Kuyisimo esiyingozi lapho ukuqiniseka okungenangqondo kuvame ukuba nomthelela khona.
Kunezimbangela eziningi kakhulu zokuwa. Ngakolunye uhlangothi, noma yikuphi ukwanda kwempi eMpumalanga Ephakathi kungaguqula amatafula. Ngakolunye uhlangothi, Ukungabikezeleki kukaTrump kanye nokuphuthuma kwakhe ukugwema ukunqotshwa okhethweni okubhubhisayo kungadala isiphithiphithi sezepolitiki esizogcina simfake enkantolo Icala lokushushiswa eliqalwe yiDemocrats.
Uketshezi kanye nendima yeFederal Reserve
Asikwazi ukunganaki inkinga enkulu: ukuntuleka kwemali. Imakethe ikhushulwe yinani lamadola i-Fed engazange ilihoxise, okuwumkhuba osuqhubeke isikhathi eside. Lokhu kwabonakala kakhulu ngoMashi 2020, lapho isikhuthazo sikaJerome Powell esingenamkhawulo senza amasheya akhuphuke kakhulu ngenkathi izinkampani zisese ivaliwe noma i-half-assist ngenxa yobhubhane.
Ngokuphathelene nemakethe yokushintshaniswa kwemali yangaphandle, isimo sihlukile futhi silinganisela kakhulu. Lapha, umuntu oqalayo ukushaya indlwabu... Le ndlela iphindaphindwa: lapho kukhona izinsongo phakathi kwe-United States ne-Iran, intengo kawoyela ongahluziwe iyakhuphuka, Futhi, ngenxa yalokho, i-euro, i-pound, futhi ikakhulukazi i-yen ziyawa. Kulesi simo, i- Isizimise njengendawo ephephile kakhulu yabadayisi abaqaphile.
Okwamanje, igolide liyaqhubeka nobunzima bokuthola indlela ecacile. Nakuba abanye abaphuphi benethemba lokuyibona ifinyelela ku-$6.000, iqiniso liwukuthi abaningi bathenga ngo-$5.600 ngoJanuwari ngokusekelwe ezibikezelweni ezinethemba elikhulu. Njengamanje, insimbi eyigugu isalokhu ingaphezu kwalelo zinga. Amadola ka-4.640, ithola indawo ngenxa yezindaba ezihlobene noTrump.
Umbono wezezimali kanye nekhalenda lezomnotho
Uma sihlaziya izimali zaseYurophu, i-euro kanye ne-pound kubonisa ukuthambekela okumaphakathi okukhuphukayoUkuze i-euro ithole umfutho wangempela, idinga ukuphula umkhawulo we-1.1765 bese ibhekisa ku-1.1800, kuyilapho iphawundi kudingeka lidlule izinga le- ukuqinisekisa amandla ayo.
I-yen yaseJapan isinike ukwethuka, yaqina isikhashana esimisweni sase-Asia kulokho okwakubonakala sengathi ukungenelela okusemthethweni, kodwa lezo zinzuzo zanyamalala ngemizuzu embalwa, zabuyela ngokushesha endaweni Lokhu kubonisa ukuthi ukuguquguquka kwesimo sezimali kuseyinto evamile emakethe yezimali zangaphandle.
Uma ngibheka ikhalenda, isonto lokuqala likaMeyi belilungile impela. Izinsizakalo ze-ISM kanye nezikhala zemisebenzi Abakayishintshi inaliti emakethe. Kodwa-ke, ukunakwa manje sekugxile ku- Futhi, ngaphezu kwakho konke, ezinqolobaneni zikawoyela, ezisalokhu ziyimpahla eyinhloko kanye nenjini yokuguquguquka okukhulu kwamanje.
Ukuhlanganiswa kwamarekhodi aphezulu kuma-indices ase-US, i-geopolitics engalindelekile, kanye nokwanda okukhulu kwemali kudala indawo lapho Lokhu kubalulekile. Ngisho noma ukubuya kwentengo sekuthathe amasonto amathathu elandelana, kufanele kuqashelwe ukuthi kunqotshwe injabulo ukuze kugwenywe ukubanjwa ukulungiswa kwentengo okubukhali.
