1, Ukubuyekezwa Kwemakethe Neziphakamiso Zokusebenza

Intengo yethusi yashintsha ngamandla. Njengoba umehluko wanyanga zonke unciphisiwe, ukwanda kokuthenga kokuphefumula emakethe yamabala asekhaya kwaholela ekubuyiselweni kwePremium ye-Spot. Iwindi lokungenisa lavalwa, futhi ukungcola okuhle kwenkunkuma. Imakethe yamabala ibisesekelwa ukusungula okuphansi. Isandiso se-LME0-3baya esinwetshiwe, ukusungulwa kwamahora ngemuva kokusungulwa kwamathani angama-1275, kanye nomkhuba wokuqinisa indawo yaphesheya kwezilwandle wahlala ungashintshiwe. Ukuvuselelwa kwesidingo samanje kwasekhaya akulindelekile ukuthi kuguqulwe, futhi isu lokusungula eliphansi lomhlaba liyaqhubeka nokusekela intengo yethusi. Elevelini ye-Macro, umhlangano wezingxoxo zezimali zenzalo ye-Federal Reserve uthuthuka kancane kancane. Njengamanje, imakethe kulindeleke ukuthi ikhuphule amanani enzalo nge-50bp ngoJuni nangoJulayi ngokulandelana. Ukugxila kwalomhlangano kulapho i-Federal Reserve Gcina indlela yokunyuswa kwezinga inzalo ngoSepthemba, Novemba nakuDisemba. Njengamanje, i-US Dollar Index imele eduze kwezinga lokucindezela. Imakethe ilinde i-CPI yase-US ngoMeyi ngoLwesihlanu, okungenzeka ukuthi idlule okulindelwe, ngaleyo ndlela kupholise ukwanda kwezinga lenzalo okuzayo. Kulindeleke ukuthi inkomba yedola laseMelika kuzoba nzima ukuhlukana nenqanaba lengcindezi, elizosizakala ngezinsimbi ezingezona ezifaki. Isekelwa yizici eziyisisekelo kanye nezici ze-macro, amanani entengo yethusi kulindeleke ukuthi aqale inkanyezi ephakeme.

2, amaphuzu avelele embonini

1. NgoJuni 9, ukuphathwa okujwayelekile kwamasiko eRepublic Republic of China akhipha idatha ekhombisa ukuthi ukungeniswa kwamathanga waseChina, kanye nokungenisa izihlabathi zeChina, kusukela ngoJanuwari kuya kuJanuwari kuya ku-9422000 Amathani, ukwanda konyaka ngonyaka ka-6.1%. Ivolumu yokungenisa lemikhiqizo engabhalisiwe yethusi kanye ne-Copper ngoMeyi ibingamathani angama-465495.2, nevolumu yokungenisa kusuka ngoJanuwari kusukela ngoJanuwari kuya kuMay 22018.4 Amathani angu-1,6%.

2. Inhlanganisela yezinto eziningi ezikhuthaze ukululama okungenisa ezweni kanye nokuthumela ngaphandle ngoMeyi, kanti izinga lokukhula okuthekelisa okufushane lingagcina amadijithi amabili. Imininingwane ekhishwe amasiko ngoLwesine ikhombisile ukuthi inani eliphelele lokungenisa kanye nokuthumela ngaphandle ngoMeyi lalingama-dollar angama-537.74 billion aseMelika, kwanda ngo-11.1%. Phakathi kwazo, ukuthekelisa kwakungama-308.25 billion US Dollars, ukwanda kwe-16.9%; Ukungenisa impahla kunani ama-229.49 billion US Dollars, ukukhuphuka kwe-4.1%; I-Trade Surplus kwakungu- US $ 78.76 billion, ukukhuphuka kwama-82.3%. Ababambiqhaza bemakethe baveza ukuthi ukuhanjiswa kwamanani kuzwelonke kwamanje kanye nokukhiqizwa kochungechunge kancane kubuyiselwe kancane kancane, ukuhlinzeka ngesiqinisekiso sokuhlinzekwa kwamanye amazwe. Ngaphezu kwalokho, ngoMeyi, ukwehla kwezikhathi ezithile kwezinga le-RMB ukushintshanisa, umphumela osekelwayo wezinto ezithengiswayo ezithunyelwa ngaphandle, kanye nenqubo ephansi yethonya elihlangene elikhuthaze ngokuhlangene kokunye okuthengiswayo ngoMeyi.