Riaan UJames Bullard, umongameli kanye nesikhulu esiphezulu seFederal Reserve Bank yase-St. Louis, wethula inkulumo eLondon, e-UK, ngoLwesibili, Oct. 15, 2019.
ULuka MacGregor | Bloomberg | Izithombe ze-Getty
Lo mbiko uvela ku-CNBC Daily Open yanamuhla, iphephandaba lethu elisha, lezimakethe zamazwe ngamazwe. I-CNBC Daily Open iletha abatshalizimali ngokushesha kukho konke abadinga ukukwazi, kungakhathaliseki ukuthi bakuphi. Njengalokho okubonayo? Ungabhalisa lapha.
Amasheya ase-US abanjwe umnotho oshisayo oqhubekayo – kanye nezinkulumo ze-hawkish ezivela ku-Fed.
Odinga ukukwazi namuhla
- Amasheya ase-US wawa ngoLwesine, yasindwa ukwehla okukhulu kweMicrosoft, Disney kanye neTesla. Izimakethe zase-Asia-Pacific zalandelwa, ukuhweba okuphansi ngoLwesihlanu. I-S&P/ASX 200 yase-Australia yehle ngo-0.81% ngemuva kokuthi ibhange eliphakathi lezwe liveze ngokukhuphuka kwamanani engeziwe.
- Inkomba yentengo yomkhiqizi yase-US, ekala ukwehla kwamandla emali ezingeni le-wholesale, ikhuphuke ngo-0.7% ngoJanuwari. Kube ukwanda okukhulu kakhulu kusukela ngoJuni, futhi ngamaphesenti angu-0.3 ngaphezu kwalokho osomnotho abebekulindele.
- I-China Renaissance, ibhange lokutshalwa kwezimali eliye laluleka ukuhlanganiswa phakathi kwamafemu amakhulu ezobuchwepheshe aseShayina, i ayikwazi ukuxhumana ne-CEO yayo i-Bao Fan. Imithombo yezindaba yezezimali yaseChina, iCaixin, iveze ukuthi uCong Lin, owayengusihlalo wenkampani engaphansi kwebhange, uyaphenywa.
- UTesla ukhona ukukhumbula izimoto ezingama-362,758 ifakwe isofthiwe yayo yokuhlola yomsizi womshayeli. Inkampani ixwayise ngokuthi isoftware, eyaziwa nge-Full Self-Driving Beta, ingase yenze izimoto zivaleke.
- PRO I-Crypto i ukwenza ukubuya ngo-2023, ngokusho komhlaziyi kaBernstein uGautam Chhugani. Abatshalizimali bangase babheke izenzo zokulawula zakamuva e-US njengezimbi kakhulu kunalokho abebekulindele.
Iphuzu elibalulekile
Uma ubheka izibalo zikaJanuwari, umnotho wase-US udubula kuwo wonke amasilinda. Isifinyezo esisheshayo: Izinga eliphansi labantu abangasebenzi eminyakeni engama-53. Ukubuya kwezindleko zabathengi naphezu kwamanani aphezulu. Futhi ngobusuku obubodwa, sithole ukuthi inkomba yentengo yomkhiqizi ikhuphuke kakhulu ezinyangeni eziyisishiyagalombili. Lo mnotho ocishe uqine ngendlela eyinqaba uveza ukuthi ukwehla kwamandla emali – ngenkathi ukwehla – kuhlala kuphezulu ngendlela engathandeki futhi kunamathela.
Okwesikhashana, kwakubonakala sengathi izimakethe zingaphila nalokho – futhi zize zamukele njengento entsha evamile, lapho ukukhula komnotho kungaba khona ngokunethezeka kanye nokwehla kwamandla emali angaphezu kuka-2%. Ngombiko ngamunye wokwehla kwamandla emali okushisa kunokulindelekile, izimakethe zikhuphuka.
Kuze kube izolo. Izimakethe zigcine ziwile. I-Dow Jones Industrial Average yehle ngo-1.26%, i-S&P 500 yehle ngo-1.38% kwathi i-Nasdaq Composite yehla ngo-1.78%. “Akufanele kusimangaze ukubona imakethe ithatha umoya njengoba amathemba e-Fed e-dovish ezinyangeni ezizayo eshabalala,” kusho uMike Loewengart, inhloko yokwakhiwa kwephothifoliyo yamamodeli eMorgan Stanley.
Ngempela, akukhona nje ukuthi amajuba e-Federal Reserve angase asuke endiza. Ukuthi oklebe bangena ngokukhulu ukushesha. Izimakethe bezilindelwe kabanzi, futhi zinenani lentengo, ukukhuphuka kwezinga lenzalo engamaphoyinti angama-25 emihlanganweni emibili elandelayo ye-Fed. Izolo, leso sibikezelo sinyakaze kabi.
Umongameli we-St. Louis Federal u-James Bullard uthe ngoLwesine “wayengummeli wokwenyuka kwamaphuzu angu-50 futhi … waphikisa ngokuthi kufanele sifinyelele ezingeni lama-rates ikomidi elibhekwa njengelikhawulelwe ngokwanele ngokushesha ngangokunokwenzeka.” UMengameli weCleveland Fed, u-Loretta Mester, uhambe emazwini kaBullard, wathi ufuna ukwenyuswa kwamanani. Akekho u-Mester noma u-Bullard abavotile kulo nyaka ku-Federal Open Market Committee, kodwa imizwa yabo ingase ibonise ukuthi i-Fed izimisele ngokuqhubekayo ukuklinya ukwehla kwamandla emali.
Bhalisa lapha ukuze lo mbiko uthunyelwe ngokuqondile ebhokisini lakho lokungenayo njalo ekuseni ngaphambi kokuvulwa kwezimakethe.
