Isivumelwano phakathi kweNgilandi ne-European Union mayelana nokusetshenziswa kweBrexit kanye nezabelomali ezijwayelekile okumele uhulumeni wase-Italy azethule kuzonquma izinto zokuvela kwezimakethe zezimali ngesonto eledlule likaNovemba. Ngokomthetho, konke kubonakala kukhombisa ukuthi kuzoqala kusuka endleleni eya phezulu ngoba konke kubonakala sengathi lezi zinkinga zingakwazi hlala ngendlela egculisayo ngezintshisekelo zabatshalizimali abancane nabaphakathi. Ngemuva kwesonto lapho inkomba yokuma kukazwelonke, i-Ibex 35, yehle kancane ngaphezulu kuka-1,50% kuzikhathi ezinhlanu zokuhweba.
Ngakolunye uhlangothi, kuleli sonto kuzokhishwa inkomba yokuzethemba kwebhizinisi I-IFO evela eJalimane kanye ne-Eurozone, ngenkathi i-US izokhipha amabhondi ezinyanga ezintathu nezinyanga eziyisithupha namanothi eminyaka emibili. Zizoba ezinye ezifanele kakhulu ezizonquma, ngandlela thile, indlela ezothatha, hhayi imakethe yamasheya yaseSpain kuphela, kodwa nomhlaba wonke. Futhi noma ngabe yikuphi, kuzohambisana nokuthi izimakethe zezezimali zigaya kanjani izivumelwano ezibalulekile okuxoxwe ngazo engqungqutheleni ye-European Union ngeBrexit futhi ebibanjwe kule mpelasonto.
Ngenkathi kuphambene, futhi maqondana nomnotho wase-United States, wonke amehlo azobhekiswa enkombeni yebhizinisi lokukhiqiza le- I-Dallas Fed futhi isibikezelo sazo sikhomba amazinga wamazinga we-105,90. Enye imininingwane efanelekile yale ndawo ezungezile yileyo ebhekisa enkomba yomsebenzi kazwelonke weChicago Fed, nayo ezokhishwa kuleli sonto. ngakho-ke kunemininingwane eminingi abatshalizimali abancane nabaphakathi abazodinga ukuyigaya ukuze bakwazi ukuthatha izikhundla ezifanele kakhulu ukwenza izimpahla zabo zinenzuzo.
I-Brexit: kufanele iqhubekele phambili emakethe yamasheya
Isivumelwano esifinyelelwe ekuphumeni kweBrithani kwi-European Union kulindeleke ukuthi sibe yimbangela engaphezulu kokusebenza kwamasheya kwizibambiso ezisohlwini ezonyuka ngemuva kokwehla kwakamuva ezinyangeni ezedlule. Akusizi ngalutho, abanye babahlaziyi abafanele ezimakethe zezimali baveza ukuthi kungaqala ekuthuthukiseni okwendabuko Irally yephathi yekhisimusi. Yize njengoba abatshalizimali abathengisayo bazi kahle, ukusabela kwezimakethe zezimali akulindelekile ngoba kuvame ukuthengwa ngamahemuhemu futhi kuthengiswe lapho izindaba ziqinisekiswa. Ngabe kuzoba yisimo esifanayo kuleli cala?
Ngakolunye uhlangothi, impela kuzoba khona amasheya athile azothinteka kakhulu kulolu hlobo lwezindaba. Kokubili ngomqondo owodwa nakokunye, njengoba kwenzekile eminyakeni yamuva. Ngesinye isikhathi sonyaka, ukuba nethemba ezimakethe zezezimali kungaba yinto ejwayelekile ezindaweni eziningi ezilondekile. Ezikhathini ezilandelayo abenzeli abahlukile bezezimali kuzoshiya ukungabaza, kokubili ukuthenga nokuthengisa amasheya emakethe yamasheya. Lapho sekusele inyanga eyodwa kuphela kuze kuphele lo nyaka onzima wezimakethe zezimali.
Ukuvunywa kwePhalamende lesiNgisi
Kunoma ikuphi, inkinga enkulu yokuthuthuka ezimakethe zamasheya izoncika ekuvunyelweni kwesikhathi esizayo kwe IPhalamende LaseBrithani lomhlangano owawubanjwe nezigungu ezilawulayo ze-European Union. Ngakho-ke, ngeke kube khona okunye ongakwenza ngaphandle kokulinganisa imisebenzi eyenziwe kahle kakhulu. Ngoba empeleni, ukusabela kokuqala kwezimakethe zamasheya kulo msombuluko bekucacile ukuthi kunamandla, ngokwazisa i-Ibex 35 cishe 2%. Ngamabhange ahole lokhu kuphakama ngemuva kwesijeziso esinzima esitholwe emasontweni edlule. Ukuthuthuka kweSabadell, i-BBVA, i-Bankia noma iSantander kube ngaphezulu kwalokhu okuphawulwe ngeminye imikhakha yemali engenayo eguquguqukayo.
Lokhu kusabela kwezimakethe zezezimali kuholele enkombeni ekhethiwe yamazinga emakethe yezitoko zaseSpain Amaphuzu we-9.200. Yize ezinsukwini ezizayo ukuthuthukiswa kwayo bekuzobaluleka ukukhombisa ukuthi ngabe kuyimbuyiselo eyodwa nje noma okuthile okubambekayo okungaphezulu okungathatha lo mthombo oyisithenjwa wemakethe yamasheya uye emazingeni aphezulu. Lapho elinye lamaphuzu okubhekiswa kakhulu kuzoba ukusekelwa okunamandla okunamaphuzu we-9.500 futhi okungaholela engxenyeni ephezulu yentengo.
Ukulungiswa kwenkinga yase-Italy kulindeleke
Mayelana nesabelomali esithunyelwe eBrussels yi uhulumeni wase-Italy, manje konke kubonakala kukhombisa ukuthi kuyisu le-transalpine ukufeza izimo ezingcono zokuxoxisana ngesikweletu salo. Kodwa-ke, kusazodlula amasonto ambalwa ukubona ukuthi iqiniso lani lalesi simo esikhetheke kakhulu izikhungo zomphakathi ezidlula kuzo. Uma kulungisiwe, kungahle kube okunye ukukhushulwa okunamandla kwemali engenayo yaseYurophu ukukhiqiza okunye ukudonsa okuphezulu ngaphambi kokuphela konyaka.
Omunye wabahlomuli abakhulu balesi simo ngokungangabazeki kuzoba amabhange angaqeda unyaka kangcono kunakuqala. Akusizi ngalutho, ngomunye wemikhakha eshiye ama-euro amaningi emgwaqeni phakathi nalezi zinyanga cishe eziyishumi nambili. Ngokuncipha kwamanye ama-stock indices ngenhla kwe-10%. Ukufika ezingeni lokuthi ngesinye sezingxenye ezimakethe zezimali ngesincomo esibi kakhulu sabahlaziyi bezezimali. Ngethiphu yokukhuluphala futhi lokho sekuholele ekuthengisweni okucaca ngokweqile kokuthengwa.
Ingozi yokuwa okukhulu
Kunoma ikuphi, akubona bonke abahlaziyi bezezimali abanethemba elikhulu ngokuvela kwemakethe yamasheya yaseSpain yezinsuku zokugcina zonyaka. Kepha, kunalokho, bacabanga ukuthi i-Ibex 35 ingafinyelela emazingeni asondele kakhulu kunalawo maduze nje. Amaphoyinti angama-7.000 noma ama-7.500, okungabeka lesi silinganiso kokunye okuphansi kakhulu eminyakeni yamuva. Ngobungozi obungeziwe bokuthi i-downtrend ingaba yi-bearish kakhulu kunalokho obekulindelwe ngaphambili. Mayelana nayo yonke imigomo: emifushane, ephakathi nendawo ende nangaphezulu kokunye ukucatshangelwa kwezobuchwepheshe futhi mhlawumbe futhi ngokubuka okuyisisekelo.
Ilinde okungenzeka kwenzeke, elinye lamazinga kuye bukela ezinsukwini ezimbalwa ezizayo yiwona ofanele kakhulu amaphuzu angama-8.500 XNUMX. Yilapho kanye eyeke khona ekudonselweni kokugcina ehlangabezane nakho ezinsukwini zokuqala zikaNovemba. Ngoba uma kudluliwe, ngaphandle kokungabaza, ukwehla kwamanani ezimali zaseSpain kungahle kube namandla kakhulu futhi kuhambisane nesimo esingenathemba esenziwe abahlaziyi bezezimali. Ngaphandle kokuthi imiphumela yebhizinisi yekota edlule ibingadumazi.
Ilinde isipho sikaKhisimusi
Ngaphakathi kwalesi simo, bonke abatshalizimali abancane nabaphakathi balinde umhlangano olindelekile wamaholide kaKhisimusi ukuthi ufike emhlabeni. Kukaningi kakhulu ukuthi ivele kulezi zinsuku, kodwa hhayi njalo njengoba kwenzekile ngonyaka odlule, kudumaze izinkulungwane nezinkulungwane zabatshalizimali abafuna ukungena ezimakethe zezimali ngalezi zinsuku ngaphambi kokungena kukaKhisimusi. Lapho intengo yamasheya ingabuyekezwa khona kabusha cishe isilinganiso esingu-8%. Ngakho-ke, akumangazi ukuthi ingxenye enkulu yabo ilinde ukubonakala kwabo ukwenza imisebenzi yabo futhi ngaleyo ndlela yenze ukonga kube nenzuzo ngesikhathi esifushane kakhulu.
Lapho imikhakha enolaka kakhulu kuzoba yileyo esebenza kahle kakhulu kulesi sikhathi se-bullish. Noma, kwehluleka lokho, lawo manani anciphise inani kakhulu kulo nyaka. Kuphi futhi amabhange Badlala indima enqumayo ekuholeni ukukhuphuka nokwehlisa isaphulelo abasathengisa ngaso njengamanje. Ngakolunye uhlangothi, amanani wezobuchwepheshe amanye anamavoti okukhombisa intuthuko enkulu kunani labo. Ukulimaza izinkampani ezivikela nabo bonke labo abasebenza njengezindawo zokuphepha ngezikhathi zokungazinzi okukhulu ezimakethe zezezimali.
Isikhathi esihle sokutshala imali
Kodwa-ke, uDisemba noJanuwari ngokwesiko kube izinyanga ezimbili ezinhle kakhulu ezimakethe zokulingana. Lokhu yinto ingxenye enhle yabatshalizimali abancane nabaphakathi abathembela ekuqedeni unyaka kahle. Noma kunjalo akuwona umthetho ohleliwe ukuthi kugcwaliseka njalo futhi lokhu kuyisici okufanele usicabangele ukuze ungathathi intukuthelo kusuka manje.
Komunye weminyaka eyinkimbinkimbi kakhulu yokuhwebelana kwamasheya emhlabeni wonke kumashumi eminyaka amuva nje. Lapho i-Ibex 35 izophela khona ngokuncipha kwamadijithi amabili. Yize kungekho ukushoda kwabahlaziyi bezimakethe abacabanga ukuthi ngemuva kwenkambo embi kanjena, kulandelwa ukuvuselelwa okukhulu kokulinganiswa kwamanani esitoko.