Ukubuya kweeholide kuzakuzisa uthotho lwamafu kubatyali zimali abancinci nabaphakathi abaza kufumana ezinye amaxabiso aphantsi esitokisini. Kungenxa yokuba iindawo ezishushu ezixhomekeke kwiimarike zezabelo ziye zavuselelwa. Ukuya kwinqanaba lokuba banokukhokelela kwisalathiso sokulingana sokukhetha ukurhweba kwindawo ezisezantsi kule minyaka idlulileyo. Kwimeko ekhathazayo ekumemayo ukuba uhlengahlengise izikhundla ukunqanda ububi obukhulu.
Kuko konke oku kufuneka kongezwe ukuba all izikhombisi zoqoqosho Bayasilumkisa ngemeko yeengxaki zoqoqosho ezingadlali kumdla wabatyali zimali abancinci nabaphakathi. Apho bonke abahlalutyi bezemali bechaza ukuba umntu kufuneka enze ngononophelo olukhulu kurhwebo kwimarike yemasheya kunangaphambili. Kungenxa yokuba, kuyinyani ukuba kula manqanaba sinokulahlekelwa ngaphezulu kunokufumana. Ngaphantsi kwesi siqendu kufuneka sisebenzise iindlela zethu zotyalo-mali.
Ewe kunjalo, imbonakalo yeemarike zezabelo azikho mhle kule minyaka imbalwa izayo. Kuba sinako ngenisa idowntrend oko kuya kuthintela ukusebenza kwiimarike zezemali. Nangona umbuzo okwangoku abatyali zimali abancinci nabaphakathi bebuza ukuba liza kuhlala ixesha elingakanani. Ubuncinci yonke into ibonakala ngathi ibonisa ukuba unyaka olandelayo uza kungeniswa kwimeko ethe kratya yemarike yemasheya. Ngaphandle kwamathandabuzo amaninzi ngaphambili, njengoko uza kuba nakho ukuqinisekisa ukusuka ngoku ukuya phambili.
Iimpawu ezimbi ngeeholide
Umnyhadala wokuqala ophazamisa iimarike zezemali yimfazwe yorhwebo phakathi kwe China ne-United States. Ngeli xesha kubonakala ngathi uzimisele kwaye ungene emfazweni phakathi kweemali zabo ezinokuthi zenze nzulu ingxaki yezoqoqosho eza kuqala, ewe sele ikwenzile oko. Ukuya kwinqanaba lokuba ibetha phantsi iingxowa kwihlabathi liphela kum nge-Agasti kunye ngokuqinisekileyo ithemba alithandeki ukuthatha izikhundla. Ngaphandle kwento yokuba ixabiso lezabelo ezithile likumanqanaba okhuphiswano kakhulu, njengokuvula izikhundla ukwenza ulondolozo lube nenzuzo.
Kwelinye icala, i ukurhweba imfazwe phakathi kweChina ne-United States inokugxininiswa okanye ibe yimbi ngakumbi, eqhubekayo ekukhuseleni kwayo. Kungenxa yokuba, okwangoku izinto ziya zisiba mbi kakhulu kwaye yindlela abatyali mali abancinci nabaphakathi abayiqonde ngayo. Apho izikhundla zokuthengisa zibeka ngokucacileyo kubathengi. Ngokunyuka okuncinci kokuvalwa kweveki kwaye ngale ndlela ayinyuki. Umkhwa onokuthi ngokungathandabuzekiyo uphume emva kweeholide.
Yeka kuqoqosho lwaseYurophu
Kuyinyani ukuba ukudodobala kwezoqoqosho sele kuyinto eqinisekisiweyo kwilizwekazi elidala. Apho eyona nto ixhalabisayo yile yenzekayo kuloliwe waseYurophu, Alemania, esele ikwisigaba sokudodobala kwezoqoqosho. Uhlaziyo oluhla ezantsi kwiingxelo lubonisa ukuba le inokuba yimeko enzima kakhulu kwiimarike zezabelo kwaye apho inzuzo yeenkampani ezidwelisiweyo inokuhlupheka ukusukela ngoku. Ngolungelelwaniso olulandelayo kumaxabiso ezabelo anokubangela enye ingxakini ngabatyali zimali abancinci nabaphakathi.
Kule meko ngokubanzi kunye nexhala, olona khetho lufanelekileyo kukungabikho kulo naluphi na uhlobo lomsebenzi kwiimarike zezemali. Ubuncinci kude kubekho imiqondiso yokuvuselelwa okumema ukuba utshintshe isicwangciso-qhinga sakho sotyalo-mali. Kodwa oku akubonakali ngathi kuya kwenzeka kwiinyanga ezimbalwa ezizayo, kungaphantsi kakhulu kunyaka olandelayo. Ngamanye amagama, kunokubakho ukutsalwa okukuko kakhulu kwiimarike zamashishini ezingenanzala emisiweyo. Nangona kunjalo iya kuvelisa mathuba o shishino ngenxa yolu hlengahlengiso lwamaxabiso.
I-Brexit enzima neyoyikisayo
Enye into enokuthi yehlise iimarike zamasheya zamanye amazwe kukuhamba kwe-Great Britain kwi-European Union emva kwe Ukufika kukaBoris Johnson kwisitalato i-Downing. Isenokuba sesona siphumo sokugqibela sokwehla okubukhali okuza kuvela esitokisini. Ngokuwa kwangaphambili kokuwa kwezinye zexabiso zeepaki zesizwe kunye nezo zingaphandle kwemida yethu. Kuyinyani ekufuneka abatyali mali abancinci nabaphakathi babe nayo ukusukela ngoku. Ngaphandle kolunye uthotho lokuqwalaselwa kobuchwephesha kwaye mhlawumbi nakwindawo yokujonga izinto ezisisiseko.
Ngelixa kwelinye icala, I-Brexit enzima neyoyikisayo ingathatha i-Ibex 35 nangaphantsi kwamanqanaba e-8.000 yamanqaku kwaye ke ityelele amaxesha ayo onke. Oko kukuthi, ungaphulukana nemali eninzi xa uvula izikhundla ngala maxesha achanekileyo. Ngale ndlela, kufanele ukuba kuqatshelwe ukuba utshintsho kwindlela onokuthi lube namandla ngayo kukukwenza uphinde ucinge nasiphi na isicwangciso sotyalo-mali ngeli xesha. Kwimeko ngokuqinisekileyo engamemi ithemba kutyalo-mali kwimarike yemasheya.
Uhlalutyo lobuchwephesha olubi kakhulu
Kuko konke oku kufuneka kongezwe Ingxaki yobuchwephesha ngee-indices eziphambili zesitokhwe. Kwiimeko ezininzi, baye basuka kwi-bullish baya kwi-bearish ngeentsuku ezimbalwa kwaye balindele ukuba ixabiso lesitokhwe linokuqhubeka nokuhla kwiinyanga ezizayo. Nokuba ubungakanani obukhulu bube sisiphumo sobungqwabalala bezi ntshukumo. Apho eyona nto inengqiqo kukugcina ubugcweleyo kwaye ungenzi imisebenzi kwimarike yemasheya.
Kungenxa yokuba ukuthengisa okwangoku kwamandla athile kwaye inokukwenzakalisa kwipotifoliyo yezokhuseleko oyenzileyo ukuza kuthi ga ngoku. Onke amanani alumkisa ngale nto kwaye, ukongeza, inkxaso ebaluleke kakhulu idlulisiwe, apho amaxabiso abonisa ukuba kufanelekile. Nokuba ubungakanani obukhulu bube sisiphumo sobungqwabalala bezi ntshukumo. Apho eyona nto inengqiqo kukugcina ubugcweleyo kwaye ungenzi imisebenzi kwimarike yemasheya.
Ukunciphisa inzala
I-Fed ilungiselela indlela yokufumana amaxabiso asezantsi kunye nokwandisa isigaba sokwanda komjikelo, khomba kwisebe lohlalutyo lweBhanki. Apho kuboniswa khona ukuba ukutshintshela kumgaqo-nkqubo wokuhlala ngakumbi izakubeka ibrake ekuxabiseni idola kwisiqingatha sesibini sonyaka. Kwintlanganiso yayo yokugqibela iFed ikhuphe umyalezo (othambileyo) womyalezo: Iphinde yahlaziya uvavanyo lwayo lomsebenzi wezoqoqosho ukumodareyitha ukusuka kokuqinileyo. Uye waqaphela ukuba ukungaqiniseki kuyanda kwaye akukho xinzelelo lwamaxabiso; isusile igama elithi "isiguli" kwingxelo, ebonisa ukuba ilungiselelwe ukuthatha amanyathelo ukugcina umjikelo usanda.
Kwelinye icala, isebe lohlalutyo lweBankinter luchaza ukuba umzobo ochaziweyo ubonise ukuba amalungu asi-8 kwali-17 abone ukwehla kwenzala kulo nyaka (asi-8 awatshintshanga kwaye omnye ucinga ngokunyuka). Ukongeza, wagxininisa ukuba amalungu angakuboni ukusikwa kulo nyaka ayaqonda ukuba iimeko zomgaqo-nkqubo wezemali wokuhlala omelele ngakumbi kwezi veki zidlulileyo. Isiseko sethu sokuqala sibandakanya ukusikwa kwamazinga amabini kulo nyaka ukuya kwi-1,75% kunye ne-2,0%. I-Fed ayifuni ukubeka emngciphekweni wokusebenza kade. Ngaphandle kwento yokuba inqanaba lentswela-ngqesho lisezantsi kule minyaka ingama-50 idlulileyo (3,6%), ukudalwa kwemisebenzi kupholile, icandelo lezemveliso libuthathaka, ukukhula kwehlabathi kuya kusiba buthathaka kwaye ukunyuka kwamaxabiso kuhlala kungaphantsi kwenjongo.
Idola njengemali ekhuselekileyo
Ingxelo yebhanki yorhwebo ikwachaza ukuba ukubuyela kwithoni eyakhayo kwiingxoxo zorhwebo kwenza ukuba idola lingathandeki njengeyona ndawo ikhuselekileyo. Ezi zizathu kunokubeka waqhekeza mkhuba kancinane Ukuxabisa idola vs i-euro esikubonileyo kwisiqingatha sokuqala sonyaka (+ 1,8%). Nangona kunjalo, asilindelanga ukuba obu buthathaka bukhulu buphawuleke kakhulu. Ukukhula koqoqosho olusezantsi kwi-EMU kunye nokubanakho kokunyusa okuthe kratya okuvela kwi-ECB (ukunciphisa umyinge, inkqubo entsha yokuthengwa kwetyala) kuya kuyiphelisa amandla e-euro. Silindele uluhlu lwe-EURUSD ye-1,11 kunye ne-1,17 ukuphela kwe-2019 naphakathi kwe-1,14 kunye ne-1,20 ukuphela kwe-2020.
Kwelinye icala, itotali yamkelwe kurhwebo kwi intengiso yengeniso esisigxina NgoJulayi kufikelele kwi-26.811 yezigidi zeerandi, oko kuthetha ukukhula kwe-14,6% xa kuthelekiswa nenyanga edlulileyo kunye ne-11,2% kumdibaniso wonyaka. Ibhalansi eseleyo ikhule nge-2,4% xa kuthelekiswa nokuphela kukaDisemba 2018 kwaye yafikelela kwi-1,55 yezigidi zeerandi. Apho kuye kwaboniswa ukuba intengiso yezemali inyuse urhwebo nge-9,6% kude kube nguJulayi xa kuthelekiswa nelo xesha linye lonyaka ophelileyo. Ukurhweba kunyuke nge-3,7% kwizivumelwano zexesha elizayo kwi-Ibex 35 kunye ne-5,2% kwikamva le-Mini kwi-Ibex 55. Apho urhwebo kukhetho kwi-Ibex 35 lukhule nge-40,5, XNUMX% ngenyanga.