LONDON, Julayi 6 - Abahlaziyi be-Citi bafingqa isimo ezimakethe ngokuphawula kwabo ukuthi amandla e-bullish kanye ne-bearish angase akhansele, ashiye amanani omhlaba ngaphezulu noma ngaphansi kumazinga amanje ezinyangeni ezingu-12.

Amandla e-bearish?Inombolo eyodwa eyenza imizuliswano ukuthi ukuvulwa kabusha okuthinta u-40% wabantu base-US manje sekubuyiselwe emuva.Izifundazwe eziyishumi nanhlanu zibike ukwenyuka kwamarekhodi emacaleni amasha e-COVID-19, manje asethelele abantu baseMelika abacishe babe yizigidi ezi-3, ngokusho kweReuters.

Lokho ukubikezela okubi komnotho wase-US kanye nezinkampani.I-BofA ithe ngoLwesihlanu kukhishwe imali eyizigidi eziyizinkulungwane ezingama-7.1 emalini yezabelo kuleli sonto eledlule, kanti inkomba yayo ye-Bull & Bear ibiphumile endaweni “yokuthenga” okokuqala ngqa kusukela ngoMashi Futhi uCiti uthi ukuvumelana kweholo eliphansi kuya phezulu ngesheya ngalinye ukuze kuphele. -2021 iphezulu kakhulu ngo-30%.

Ngokuqondene nezinkunzi, izimakethe zisahweba ngo-June glories, ikakhulukazi amarekhodi ezinombolo zemisebenzi yase-US.Okwesibili, i-China ne-Europe kubonakala sengathi baphunyukile ekuqhubekeni phambili kwe-Covid, ngakho-ke imikhawulo izobe ingasabonakali.Ama-oda efekthri aseJalimane aphinde akhuphuka ngo-10.4% ngoMeyi kusukela ekuwohlokeni kwerekhodi kwenyanga edlule.Ama-PMI esevisi ngokuvamile abuyekezwa phezulu ngoLwesihlanu kusukela ekulinganisweni kwe-flash.

Futhi, amabhange amaphakathi asesemdlalweni - uCiti ucabanga ukuthi azothenga enye impahla engu-$6 trillion ngonyaka ozayo.

Ngakho namuhla amasheya omhlaba amashe afinyelela phezulu ezinyangeni ezine, amasheya aseShayina aseqophelweni eliphezulu ngeminyaka emihlanu kanti izimakethe zaseYurophu ziphakeme.Amasheya ezimakethe ezisafufusa agijimele esigabeni sesihlanu esilandelanayo sezinzuzo futhi ikusasa lase-US likhuphuke cishe ngo-2%.

Kodwa isivuno kumabhondi ase-US naseJalimane siphezulu futhi igolide lishibilikile.Amabhondi aseJapan ayathakazelisa - isivuno sesisonke siphansi namuhla kodwa izindleko zokuboleka zeminyaka engama-20 kuya kwengama-40 zikhuphuke zaba phezulu kakhulu kusukela ngoMashi 2019, njengoba zikhuphuke kusukela maphakathi noJuni ngemuva kokuthi i-BOJ ibonakale ingenandaba.

Njengesikhumbuzo, amahange e-BOJ athela izithelo kuze kube yiminyaka eyi-10 ukuze ijika lebhondi elishubile libe yilokho ebikuhlosile ngenqubomgomo yayo yokulawula i-yield-curve-control (YCC).Ngakho-ke ingabe izovumela isivuno siqhubeke sikhuphuka nomnotho uwohloka?I-Fed, esanda kubonakala sengathi ichitha umqondo wokwamukela i-YCC ngoSepthemba, kungenzeka ukuthi ibeke iso.

E-Europe, i-Commerzbank top Brass yehle esikhundleni ngoLwesihlanu, i-Lloyds Bank imemezele ukuthi i-CEO u-Antonio Horta uzokwehla ngo-2021, eqoka uRobin Budenberg njengosihlalo omusha.Kunkampani yomshwalense i-Aviva, i-CEO uMaurice Tulloch uyehla esikhundleni kanti kuzothathwa u-Amanda Blanc.Futhi, i-Commerzbank yahlawuliswa ama-euro angama-650,000 ngamadili nebhange laseCypriot elingasebenzi.

Kwezinye izindawo, ukulwa nobhubhane kuyaqhubeka.Ukuthengiswa kwekota kaGeberit kwenkampani yaseSwitzerland kwehle ngo-15.9%.I-Air France ne-HOP!Izinkampani zezindiza zihlela ukunciphisa imisebenzi engu-7,580.I-Tesco yaseBrithani ifuna ukwehliswa kwentengo yabahlinzeki.I-Siemens ibona ukwehla kwebhizinisi kuze kufike ku-20% ngekota ka-April-June.

Ngaleso sikhathi, iBrithani isisondele esivumelwaneni sokuphakelwa kukapondo oyizigidi ezingama-500 neSanofi kanye neGlaxoSmithKline ngemithamo eyizigidi ezingama-60 yomuthi wokugomela i-COVID-19, kubika iSunday Times.

Iqembu lamabhange i-Nordea izothola amaphothifoliyo empesheni kuFrende Livsforsikring.AbakwaVolkswagen batshala ama-euro ayizigidi eziyizinkulungwane ezingu-1 ukuze basebenzise kabusha imboni yabo ese-Emden, kubika i-Handelsblatt.I-Berkshire Hathaway ithenga izimpahla zegesi ze-Dominion ngo-$4 billion futhi i-Uber ivumile ukuthenga i-app yokulethwa kokudla i-Postmates Inc ngesivumelwano se-stock stock sika-$2.65 billion, kubika i-Bloomberg News.

Izimakethe ezisafufusa azikutholi mpumuzo ku-Covid, njengoba i-India manje enesibalo sesithathu esiphezulu samacala e-coronavirus, iMexico idlula iFrance nePeru ithatha indawo engunombolo 2 ngemuva kweBrazil eLatin America.