Septhemba 3 Umbiko Wemakethe Yezimpahla Zomhlaba: Ukukhathazeka Kwe-Google Monopoly Kwehlisiwe, Kuphinde Kubotshwe, Ukuguquguquka KwangoSepthemba Kuyaqhubeka

Kusukela ngomhlaka-3 Septhemba, izimakethe zamasheya emhlabeni wonke ziyanda ezindabeni zokwehliswa unswinyo lwe-Google lwe-antitrust. Kodwa-ke, ukukhathazeka okungokwesiko kwe-bearish kaSepthemba kanye nokungaqiniseki kwenqubomgomo yentela kusenesisindo emakethe. Izimakethe zase-Asia nezaseYurophu zavulwa ngokuboleka kabusha, ukutholwa ekuthengisweni kwebhondi yomhlaba wonke kosuku lwangaphambili kanye nokwehla kwezimakethe zamasheya.

[Ukubuka konke Kwenkomba]

NgoSepthemba 2, imakethe yase-US yawela ngosuku lokuqala lokuhweba lukaSepthemba. Inkomba ye-S&P 500 yehle ngamaphuzu angama-44.72 (0.69%) yaya ku-6,415.54 amaphuzu, kwathi iDow Jones Industrial Average yehla ngamaphuzu angama-249.07 (0.55%) yaya kumaphuzu angama-45,295.81. I-Nasdaq Composite Index yehle ngamaphuzu we-175.92 (0.82%) yaya ku-21,279.63.

Inkomba ye-VIX yokwesaba ifinyelele ukuphakama kwamasonto amane ku-17.11, okubonisa ukwanda kokuguquguquka.

[Izinkathazo Ze-Google Monopoly Zehlisiwe]

Imakethe yekusasa iphinde yakhuphuka ngoSepthemba 3. Isitokwe sezinhlamvu zezinhlamvu (Google) singene kakhulu ekuhwebeni kwangemva kwamahora, okugqugquzelwa izindaba zokuthi inkampani igweme izinhlawulo ezinzima zokwephula umthetho wokungathembeki.

Ikusasa le-S&P 500 likhuphuke ngo-0.3%, libonisa ukuphinda kuphindwe.

[Ukungaqiniseki Kwenqubomgomo Yentela]

Isinqumo senkantolo yokudlulisa amacala sokuthi inqubomgomo ka-Trump yomhlaba wonke yentela ayikho emthethweni sengeza ukungaqiniseki kwemakethe. Lokhu kubhebhethekisa ukukhathazeka ngemali engenayo yentela kanye nomthelela ekuncishisweni kokushoda kwesabelomali.

[China Market Strength]

Imakethe yaseShayina yavulwa ngamandla ngoSepthemba 3. I-Shanghai Composite Index ivuleke ngamaphuzu angu-3,865.29, ikhuphuke ngamaphuzu angu-7.16 (0.19%), kanti i-Shenzhen Component Index ivule ngamaphuzu angu-12,599.96, ikhuphuke ngamaphuzu angu-46.12 (0.37%).

Inkomba ye-Hang Seng e-Hong Kong ivuleke ngamaphuzu angu-25,660.65, ikhuphuke ngamaphuzu angu-164.10 (0.64%), okubonisa amandla aqhubekayo ezitokisini zobuchwepheshe.

[Izimakethe zaseKorea naseJapane]

I-KOSPI yaseKorea ivule ngamaphuzu angu-3,177.75, ikhuphuke ngamaphuzu angu-5.40 (0.17%). Igcine ukusebenza okuqinile, ikhuphuke ngo-32.24% unyaka kuze kube manje kanye no-19.05% ngonyaka odlule. I-Nikkei 225 Index yaseJapan ivuleke ngamaphuzu angama-42,085.66, yehle ngamaphoyinti angama-224.83 (0.53%), iqhubeka nokwehla kwayo kulandela ukwehla kosuku lwangaphambilini lwamaphoyinti angama-371.6 (0.88%) kuya kumaphuzu angama-41,938.89.

[Australia naseSingapore]

I-Australia's S&P/ASX 200 Index ivuleke ngamaphuzu ayi-8,812.90, yehle ngamaphuzu angama-87.70 (0.99%), kanti iStraits Times Index yaseSingapore ivule ngamaphuzu angama-4,295.39, yehle ngamaphoyinti angama-3.12 (0.07%).

[Ama-Indices Amakhulu]

Ngomhla zi-3 kuSepthemba, izimakethe zase-Europe ziphinde zavela ekwehleni okukhulu kosuku lwangaphambilini. Inkomba ye-DAX yaseJalimane ikhuphuke ngamaphuzu ayi-183.4 (0.78%) yafinyelela kumaphuzu angama-23,670.73, ilulama ekwehleni kosuku lwangaphambilini lwamaphoyinti angama-550 (2.29%).

Inkomba yase-UK ye-FTSE 100 ikhuphuke ngamaphuzu angama-50.46 (0.55%) yafinyelela kumaphuzu ayi-9,167.15, futhi inkomba yesiFulentshi CAC 40 ikhuphuke ngamaphuzu angama-70.44 (0.92%) yafinyelela kumaphuzu ayi-7,724.69.

[Isendlalelo sokucwila kosuku lwangaphambilini]

NgoSepthemba 2, izimakethe zaseYurophu zehla ngokuhambisana nokudayiswa kwebhondi yomhlaba wonke. I-DAX yaseJalimane yehle ngo-2.29%, i-FTSE 100 yase-UK yehle ngo-0.87%, kwathi i-French CAC 40 yehla ngo-0.70%.

[Ukulungiswa Kwemakethe YaseNdiya]

Inkomba ye-Indian Sensex yehle ngamaphuzu angama-206.61 (0.26%) yaya kumaphuzu angama-80,157.88. Kubukeka sengathi kuyalungiswa kulandela ukuhlinzwa kwayo okungamaphuzu angama-555 ngoSepthemba 1.

NgoSepthemba 3, kwadayiswa amasheya angu-4,225, lapho angu-2,566 aphakama futhi angu-1,495 ehla. Amasheya angu-119 afinyelele ukuphakama kwamaviki angu-52.

[Amathrendi Amakhulu Emali]

Inkomba yedola laseMelika ikhuphuke ngo-0.04% yaya ku-98.34. Yehle ngo-9.99% unyaka kuze kube manje kanye no-2.89% onyakeni odlule, igcina inkambiso ye-bearish yesikhathi esimaphakathi neside. Nakuba ukungaqiniseki kwenqubomgomo yentela kanye nokukhathazeka mayelana nokuzimela kwe-Federal Reserve kubeka ingcindezi engemihle kudola, esikhathini esifushane, ukunciphisa ubungozi bomhlaba wonke kunikeza ukwesekwa okuthile kwesidingo sempahla ephephile.

[US Treasury Bond]

Isivuno seminyaka engu-10 sikaMgcinimafa sikhuphuke ngamaphoyinti angu-5 saya ku-4.269%, futhi isivuno seminyaka engu-30 sikaMgcinimafa sifinyelele izinga eliphezulu kakhulu kusukela maphakathi noJulayi. Ukwehla kwamanani ebhondi (kanye nokukhuphuka kwezivuno) kubeka ingcindezi engalungile esitokweni.

Abatshalizimali baqaphile, babheka isivuno seminyaka engu-10 esiseduze no-4.5% njengendawo ebalulekile lapho isidingo sesitoko siqala ukwehla.

[Global Bond Selloff]

I-selloff ngasikhathi sinye yenzeka emakethe yamabhondi yomhlaba wonke, okudalwe ukukhuphuka kabusha kwamandla emali kanye nokukhathazeka kwezikweletu.

[I-US vs. Chinese Tech Stocks]

Izitokwe zobuchwepheshe zase-US zibhekane nengcindezi yokwehla ngosuku olwedlule, kodwa okulindelekile kokuphinda kukhuphuke kulandela izindaba zokudalulwa kwenswinyo ye-Google. Amasheya obuchwepheshe baseShayina ayaqhubeka nokuhlangana, asekelwa inzuzo yokuvula engu-0.64% emakethe yaseHong Kong.

[Umbiko wangoLwesihlanu wokuqashwa]

Umbiko wokuqashwa kuka-Agasti, ohlelelwe ukukhululwa ngoSepthemba 6, uzoba umcimbi obaluleke kakhulu kuleli sonto. Imiphumela kulindeleke ukuthi inqume ukuthi i-Federal Reserve izokwehlisa yini inzalo futhi ngamalini ngoSepthemba.

[Ukukhathazeka nge-Fed Independence]

Ukungqubuzana okuqhubekayo phakathi kuka-Trump kanye ne-Federal Reserve kubangela ukungazinzi emakethe ye-Treasury yase-US. Kuyakhula ukukhathazeka ngomthelela wengcindezi yezepolitiki kunqubomgomo yezimali.

[Amaphethini Omlando We-Bearish]

USepthemba ngokomlando uyinyanga enzima kakhulu emakethe yamasheya yase-US. Eminyakeni engu-35 edlule, i-S&P 500 yehle ngokwesilinganiso esingu-0.8% ngoSepthemba, ukurekhoda kwehla kwezingu-18 zalezo zikhathi ezingama-35.

[Isikhathi Sokulungiswa Kwephothifoliyo]

Abatshalizimali ababuya eholidini lasehlobo kanye nokuhweba okuhlobene nentela kuze kube sekupheleni konyaka baba nomthelela ekwenyukeni kwezimo ezishintshashintshayo ngoSepthemba.

<I-Market Outlook kanye neSu lokutshala imali>

[Izici Zengcuphe Yesikhathi Esifushane]

- Ubuthakathaka besizini ngoSepthemba: Amathuba okulungiswa okusekelwe kumaphethini omlando

- Ukungaqiniseki kwenqubomgomo yentela: Uthuthuva oluqhubekayo ngenxa yezinqumo zenkantolo

- Ukukhuphuka kwesivuno sebhondi: Ingcindezi engemihle emakethe yamasheya

- Ukukhathazeka ngokuzimela kwe-Fed: Ukungazinzi ngenxa yokuphazamiseka kwezepolitiki

[Amathuba okutshala imali]

Amandla aqhubekayo emakethe yaseShayina aheha ukunakwa, futhi ukwehliswa kwezijeziso ze-Google ze-monopoly kwandisa amathuba okuphindaphinda kwesitoko sobuchwepheshe base-US.

Ukuzinza okuhlobene nokusebenza okuqinile kokuphela konyaka kwemakethe yaseKorea nakho kuyizici ezinhle.

[Ukulawulwa Kwengozi]

Uma kubhekwa isivuno esikhulayo sebhondi kanye nokunyuka kokushintshashintsha, sekuyisikhathi sokunciphisa izikhundla nokuqinisa ukuphathwa kwengozi. Indlela ecophelelayo iyancomeka ikakhulukazi ngaphambi kombiko wangoLwesihlanu wokuqashwa.

Uma kucatshangelwa iphethini ye-bearish yendabuko ka-September, ukwandisa isisindo sempahla yokuzivikela kanye nezikhundla zokulungisa ukulungiselela ukuguquguquka kuyanconywa.