[Ukunyuka kwezinga kuya ekupheleni] U-Powell "ukuvuza" umisa indawo yokwenyuka?
02/10/2023
Ukunensa okwengeziwe kwejubane!
NgoLwesithathu olwedlule, umhlangano wangoFebhuwari we-FOMC waphela.
Njengoba imakethe ilindeleke kakhulu, i-Federal Reserve's Monetary Policy Committee yamemezela ukwenyuka kwamaphuzu angama-25, okukhuphula izinga okuhloswe ngalo lezinga lezimali zombuso lisuka ku-4.25% -4.50% laya ku-4.50% -4.75%.
Lokhu kuwukwehla kwesibili okulandelanayo kwejubane lokwenyuka kwezinga le-Fed kanye nokwenyuka kwezinga lokuqala kwamaphuzu angama-25 kuphela kusukela ngoNdasa wonyaka odlule.
Ukulandela lezi zindaba, ukuvunwa kwebhondi yase-US kwehle kakhulu kwakwehla kwamasonto amabili ku-3.398%, kwehle kusuka ku-3.527% ngosuku olwedlule.
Imakethe ikholelwa ukuthi i-Fed isendleleni yokwehlisa izinga lokukhuphuka kwamanani nokuthi ukuphumula kule ntwasahlobo sekungenzeka kakhulu.
Umehluko omkhulu kunayo yonke emhlanganweni owedlule ukuthi, ngokokuqala ngqa, kukhona ukuqashelwa ukuthi ukwehla kwamandla emali kuye kwehle ngezinga elithile.
Umthombo wesithombe: Bloomberg
Lokhu kusho ukuthi izinkomba zokwehla kwamandla emali ezibukwe kakhulu yi-Fed zihamba ngendlela evumayo - okuqinisekisa ngokuyisisekelo ukuthi inqubo yokwenyuka kwezinga lenzalo ye-Fed isisekupheleni kwayo.
Ukukhuphuka kwezinga le-X elidlule?
Uma kuqhathaniswa nesitatimende esenziwe emhlanganweni wamazinga, uSihlalo we-Fed uJerome Powell's post-meeting press conference ngokuvamile uphawuleka kakhulu.
Kuleyo ngqungquthela yabezindaba, izintatheli zaphenya imibuzo kaPowell mayelana nokuthi uzoyeka nini ukunyusa amanani.
Ekugcineni, u-Powell akazange amelane nokucindezela, uhhafu noma "ukuvuza" ngakho imakethe yayivame ukuqinisekisa ukuphela kokukhuphuka kwezinga ngokushesha!
U-Powell uthe i-FOMC ixoxa ngokukhuphula amanani izikhathi ezimbalwa ngaphezulu (umbhangqwana ngaphezulu) kumazinga akhawulelwe, bese imisa isikhashana;futhi uthe abenzi benqubomgomo abakholwa ukuthi sekuyisikhathi sokumisa ukunyusa amanani.
Iningi labahlanganyeli bemakethe lihumushe lesi sitatimende (izithandani ezengeziwe) njengokukhuphuka kwezinga okubili okwengeziwe.
Lokhu kusho ukuthi izilinganiso zenzalo zizoqhubeka nokukhushulwa ngamaphoyinti angu-25 ngoMashi nangoMeyi, okusho ukwenyuka kwezinga lenqubomgomo liye ku-5% kuya ku-5.25%, ngokuhambisana nokulindelwe kwamazinga enzalo aphezulu njengoba kuboniswe ngoDisemba. isakhiwo samachashazi.
Kodwa-ke, ngaphandle kokusikisela kukaPowell kokunye ukukhuphuka kwamanani amabili, imakethe ilindele okukodwa kuphela ngoMashi.
Njengamanje, okulindelekile kokukhuphuka kwamaphuzu angu-25 ngo-March yi-85%, futhi imakethe ikholelwa ukuthi ithemba lokunye ukunyuka kwezinga le-Fed ngoMeyi liye lancipha.
Imakethe ayisenandaba ne-Fed
Kube nempi eshubile phakathi kwemakethe kanye ne-Fed kusukela ngoNovemba odlule, kodwa manje ibhalansi phakathi kwemakethe ne-Fed ibonakala sengathi ivuna eyokuqala.
Ezinyangeni ezintathu ezedlule kube nokuxega okuphawulekayo kwezimo zezezimali: Izimakethe zamasheya zenyuka, ukuvunwa kwebhondi kwehla, amanani emali ebolekiwe ehla esuka phezulu, kwathi ngoJanuwari walo nyaka, amasheya ase-US empeleni athumele ukusebenza kwawo okuhle kakhulu kusukela ngo-2001.
Kusukela ekusebenzeni kwemakethe, ukunyuka kwamazinga amabili okugcina, imakethe cishe yonke igaye imiphumela yokunyuka kwezinga lehle liye ku-50bp no-25bp kusengaphambili.
Kunomqondo ocacile wokuthi imakethe ayikhathazeki kangako nge-Fed uma iqhathaniswa nesikhathi esingaphambi kukaDisemba 2022 - imakethe ayisabonakali inendaba ne-Fed.
Nakuba i-Fed iqhubeka nokukhuphula amanani esikhathi esifushane, amanani aphakathi nendawo nesikhathi eside, athonywa kakhulu ukulindela abatshalizimali (njengamanani amaningi emali mboleko), ayeke ukukhuphuka noma aqale ukwehla kancane kancane.
Amanani emali mboleko yeminyaka engama-30 ehle kancane kancane esuka phezulu ngo-Okthoba (Umthombo wesithombe: Freddie Mac)
Ukwengeza, imininingwane yokuqashwa kanye nokukhula komnotho enamandla kunaleyo ebilindelwe ayenzanga lutho ukushintsha ukuthambekela kwemakethe.
Imakethe ngokuvamile ikholelwa ukuthi izinga lamanje lenzalo likhuphukele ezingeni elingase libangele ukwehla komnotho nokuthi i-Federal Reserve ingase iqale ukunciphisa amanani kulo nyaka.
Futhi ngalowo mthelela, ukwehla kwezinga lemali ebolekwayo kuba sobala kakhulu.
Isitatimende: Lesi sihloko sihlelwe ngabakwa-AAA LENDINGS;ezinye zezithombe zithathwe ku-inthanethi, indawo yesayithi ayimelwe futhi ngeke iphinde iphrintwe ngaphandle kwemvume.Kukhona ubungozi emakethe futhi ukutshalwa kwezimali kufanele kuqaphe.Lesi sihloko asihlanganisi iseluleko somuntu siqu sokutshala izimali, futhi asicabangi izinjongo ezithile zokutshala izimali, isimo sezezimali noma izidingo zabasebenzisi ngabanye.Abasebenzisi kufanele bacabangele ukuthi noma imiphi imibono, imibono noma iziphetho eziqukethwe lapha zifanele isimo sabo esithile.Tshala imali ngokufanele ngokuzifaka engozini.
Isikhathi sokuthumela: Feb-11-2023