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Writer's pictureClaude Machiha

Mashi Investment Iphephandaba

I-USD: Imakethe ye-Fed's Powell iyamangalisa, izinkomba zokukhuphuka kwesilinganiso esisheshayo; I-EUR: Ukuzethemba kwabatshalizimali be-Eurozone kuyehla phakathi kokuthengiswa kwezitolo okuvilaphayo; I-ZAR: Ukuguguleka kokuzethemba okusabalele kulo lonke uchungechunge lwenani lezakhiwo; I-GBP: Ukuthengiswa kwezitolo zase-UK kuqinile naphezu kokukhathazeka kwezindleko zamandla; I-JPY: Umnotho waseJapane ugcina uzinzo njengoba i-BoJ inamathela emazingeni aphansi; I-AUS: Ibhalansi yezohwebo yase-Australia yehla ngokungalindelekile ngoJanuwari.


I-USD: I-FED'S POWEL STTUNS MARKET, AMACEBISO NGOKUQWALA NGOKUSHESHA KAKHULU

Ngesikhathi ethula ubufakazi bakhe bakamuva, uSihlalo uJerome Powell wethula amazwi aphazamisa isimo sezezimali. Inkomba ka-Powell yokuzimisela ukusebenzisa ukukhuphuka kwezinga lenzalo okunolaka ukuze kuphendule izinkomba zezomnotho ezikhona kuphawula ushintsho olukhulu kunqubomgomo ye-Federal Reserve.


Ukwengeza, isicelo sakhe sokuba kuthathwe izinyathelo eziqinile zokubhekana nokwehla kwamandla emali sigqamisa ukujula kwezinselelo ezibhekene nomnotho.


Lezi zinguquko ziholele ekuphenduleni okuphawulekayo kwemakethe, okuhlanganisa ukwehla okukhulu kwezinkomba zezabelo ezifana ne-S&P 500, i-Dow, kanye nenhlanganisela ye-Nasdaq, okuhambisana nokukhuphuka okuphawulekayo kweDola laseMelika kanye nenzuzo kuMgcinimafa weminyaka engu-2.



I-EUR: I-EUROZONE UKUZENZAKALELA KWEZIMALI KWE-EUROZONE YEHLUKA PHAKATHI KOKUDAYISWA KWEZITHENGI EZIYIVISHA

Ukuzethemba kwabatshalizimali be-Eurozone kwaba nemiphumela emihle ngemva kokudayiswa kwezitolo okunethezeka ngoFebhuwari.


Naphezu kwezibikezelo ezilindele ukukhula okungu-1.0% kwenyanga nenyanga, izibalo zangempela zibonise kuphela ukunyuka okulinganiselwe kwe-0.3%. Minyaka yonke, ukuthengiswa kwezitolo kwahlala endaweni engemihle, nezibalo zikaFebhuwari zingu-2.3% uma kuqhathaniswa noJanuwari -2.8%. Nokho, phakathi kwalezi zinselele, kukhona izindawo ezikhanyayo.


I-S&P Global Eurozone Construction PMI ikhombise ukuqina, ikhuphuke yafinyelela ku-47.6 isuka ku-46.1 ngenyanga edlule. Abahlaziyi bakhuthazwa yilezi ntuthuko, ikakhulukazi uma kubhekwa impumelelo ye-Eurozone yokugwema ukwehla komnotho kuze kube manje kanye nezimo ezinhle zamaholo.



I-ZAR: UKUGQUKA KWEZETHEMBA OKUSABALE NGOKUPHELA KWEZINGA LOKUKWAKHA

I-FNB/BER Building Confidence index, igeji ebanzi yemizwa kulo lonke uchungechunge lwenani lesakhiwo, yehle ngamaphuzu angu-16 ku-1Q24, yehlela kumaphuzu angu-27 nje kuphela.





Lokhu kubonisa ukwehla okukhulu kwekota edlule futhi kuphawula izinga eliphansi kakhulu kusukela ngo-1Q21, isikhathi esibuswa imingcele yokuvalwa kwe-Covid-19. Naphezu kokukhula okuhle okuyizingxenye ezimbili kwezine, amathemba okusimama okuqhubekayo emkhakheni wezokwakha ashabalaliswa yilokhu kudumazeka kwakamuva.


Okuphawuleka kakhulu, ukwehla bekusabalele, njengoba imikhakha emincane emine kweyisithupha ithole ukwehla okukhulu, okukhombisa ukuntula ukuzethemba okugcwele yonke indawo.



I-GBP: I-UK RETAIL RESILIENT NAPHEZU KWEZINDLEKO ZAMANDLA

Naphezu kokukhathazeka ngokukhuphuka kwezindleko zamandla kanye nokwenzeka okuzayo kokwenyuswa kwentela, ukuthengiswa kwezitolo zase-UK kwahlala kuqinile ngokumangalisayo ngoFebhuwari.


Ngemva koSuku Lwezithandani, ukuthengiswa kwehle ngo-5.2%, ukusebenza okuphawulekayo nakuba kungaphansi kancane kunokwenyuka okungu-6.7% okurekhodiwe ngonyaka odlule. Kodwa-ke, ngaphansi, ukuziphatha kwabathengi kubonisa izinga elithile lokuqapha, njengoba imindeni ibeka phambili ukusetshenziswa kwemali ebalulekile futhi inquma izinto ezingabalulekile.


Inhlolovo yakamuva ye-Barclays kubathengi abangu-2,000 isinika ukukhanya kulo mkhuba, iveza ukuthi abangaphezu kwezingxenye ezimbili kwezintathu bafuna izindlela zokunciphisa izindleko zabo zamasonto onke phakathi nokungaqiniseki kwezomnotho.



I-JPY: UMNOTHO WASEJAPAN UGCINA UZINZILA NJENGOBA U-BOJ AMANAMATHA EMAREYENI APHANSI

Naphezu kokubhekana nezivunguvungu ezinkulu zezomnotho emhlabeni wonke engxenyeni yokugcina ka-2022, umnotho waseJapan unqamula umkhawulo wokuwohloka komnotho.


Ikota yokugcina ibe nokukhula okulinganiselwe okungu-0.1%, okungaphansi kancane kokulindelwe okungu-0.6%, okuholele oguqukweni olucishe lube budedengu lwekota no-0.02%.


Ngenkathi ukwehliswa kwemikhawulo ye-COVID-19 kukhuthaza ukusetshenziswa kwemali kwasekhaya okuthuthukisiwe, amazinga angakaze abonwe okwehla kwamandla emali, afinyelela ukuphakama kweshumi elinesine leminyaka, abeka inselele enkulu emathembeni aseJapan okuthola kabusha okuqhutshwa ukusetshenziswa okuqinile.



E-AUS: UKULINGANA KWEZOHWEBO KWASE-AUSTRALIA KWEHLUKA NGOKUNGALINDELEKILE NGOJANUWARI

Ibhalansi yezohwebo yase-Australia ibhekane nokuwohloka okungalindelekile ngoJanuwari, okudalwe kakhulu ukukhuphuka kokuthengwa kwezimoto kwamanye amazwe okwehlisa izinzuzo ezincanyana ekuthengisweni kwamanye amazwe.


Naphezu kokuthumela imali enqwabelene engu-AUD 11.69 billion, yehle kusukela ku-AUD eyizigidi eziyizinkulungwane ezingu-12.24 yango-December futhi isilela esilinganisweni semakethe esingamabhiliyoni angu-AUD angu-12.5, umbono wezwe wokuhwebelana usalokhu unezici eziningi.


Ukuvuselelwa okulindelekile ekuthunyelweni kwempahla, okuqiniswe ukusimama komnotho waseShayina, kunikeza indaba ethembisayo. Njengozakwethu omkhulu wezohwebo wase-Australia, ukuxegiswa kwezinqubomgomo ze-zero-COVID kweChina kulindeleke ukuthi kugqugquzele isidingo, kuveze ithuba elibalulekile lokwanda kwezohwebo kanye nokuvuselela umnotho.






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