LONDON, Iulai 6 - Ua hōʻuluʻulu ka poʻe loiloi Citi i ke kūlana ma nā mākeke me kā lākou ʻōlelo e hiki ke hoʻopau nā pūʻali bullish a me ka bearish i kekahi i kekahi, e waiho ana i nā kaulike honua i ʻoi aku a i ʻole i nā pae o kēia manawa i 12 mau mahina.

ʻO nā ikaika bearish?ʻO ka helu hoʻokahi e hana ana i nā pōʻai, ʻo ka wehe hou ʻana e pili ana i ka 40% o ka heluna US ua hōʻeha ʻia i kēia manawa.He ʻumikūmālima mau mokuʻāina i hōʻike i ka piʻi ʻana o nā moʻolelo i nā hihia COVID-19 hou, i kēia manawa ua hoʻopilikia ʻia ma kahi o 3 miliona ʻAmelika, e like me Reuters.

He wānana maikaʻi ʻole kēlā no ka hoʻokele waiwai a me nā ʻoihana US.Ua ʻōlelo ʻo BofA ma ka Pōʻalima ua huki ʻia he $ 7.1 biliona mai nā kālā kaulike i ka pule i hala aku nei, a ʻo kāna hōʻailona Bull & Bear ma waho o ka "kūʻai" ʻāina no ka manawa mua mai Malaki. -2021 he 30% kiʻekiʻe loa.

No nā bipi, ke kālepa mau nei nā mākeke i ka hanohano o Iune, ʻoi aku ka hoʻopaʻa ʻana i nā helu hana US.ʻO ka lua, ʻike ʻia ua pakele ʻo Kina a me ʻEulopa i nā piʻi hou o Covid, no laila e wehe hou ʻia nā mea paʻa.Ua hoʻihoʻi hou ʻia nā kauoha hale hana Kelemania i ka 10.4% i Mei mai ka hāʻule ʻana o ka mahina i hala.Ua hoʻoponopono hou ʻia nā PMI lawelawe ma ka Pōʻalima mai nā kuhi uila.

Eia kekahi, aia nā waihona kikowaena i ka pāʻani - manaʻo ʻo Citi e kūʻai lākou i $ 6 trillion hou i nā waiwai i ka makahiki e hiki mai ana.

No laila, i kēia lā ua piʻi nā kumukūʻai o ka honua i nā kiʻekiʻe ʻehā mau mahina, ʻoi aku ka nui o nā kumukūʻai Kina i ʻelima mau makahiki a ʻoi aku ka kiʻekiʻe o nā mākeke ʻEulopa.Ua holo nā ʻāpana kūʻai kūʻokoʻa i ka ʻelima o ka manawa kūpono o nā loaʻa a ʻo ka wā e hiki mai ana ʻo US ua piʻi kokoke i 2%.

Akā ʻoi aku ka kiʻekiʻe o nā hua ma nā US a me Kelemania a ua hāʻule ke gula.He mea hoihoi nā paʻa Iapana - ʻoi aku ka haʻahaʻa o nā hua i kēia lā akā ua piʻi aʻe nā kumukūʻai hōʻaiʻē 20- a 40 mau makahiki i ko lākou kiʻekiʻe loa mai Malaki 2019, ua piʻi mai ka waena o Iune ma hope o ka manaʻo ʻole o ka BOJ.

E like me ka hoʻomanaʻo ʻana, hāʻawi nā heleuma BOJ i nā tenors a hiki i 10 mau makahiki no laila ʻo ka curve paʻa kiʻekiʻe ka mea i manaʻo ʻia me kāna kulekele yield-curve-control (YCC).No laila e hoʻokuʻu i nā hua e piʻi mau me ka hoʻokele waiwai?ʻO ka Fed, ka mea i manaʻo ʻia e hoʻopau i ka manaʻo o ka hoʻokomo ʻana iā YCC i Kepakemapa, ke mālama nei i ka maka.

Ma ʻEulopa, ua haʻalele ʻo Commerzbank top brass i ka Pōʻalima, ua hoʻolaha ʻo Lloyds Bank iā CEO Antonio Horta e haʻalele i 2021, e koho ana iā Robin Budenberg i luna hou.Ma ka mea hoʻokele Aviva, ke haʻalele nei ʻo CEO Maurice Tulloch a e pani ʻia ʻo ia e Amanda Blanc.Eia kekahi, ua hoʻopaʻi ʻia ʻo Commerzbank i 650,000 euros no nā hana me ka panakō Cypriot defunct.

Ma nā wahi ʻē aʻe, hoʻomau ka hakakā maʻi maʻi.Ua hāʻule ke kūʻai aku ʻo Geberit i kēlā me kēia makahiki he 15.9%.ʻO Air France a me HOP!Hoʻolālā nā mokulele e ʻoki i 7,580 mau hana.Ke koi nei ʻo Tesco o Pelekane i nā ʻoki kumu kūʻai.ʻIke ʻo Siemens i kahi hāʻule o 20% i ka ʻoihana i ka hapaha ʻApelila-Iune.

ʻO kēia manawa, kokoke ʻo Pelekane i kahi 500 miliona mau paona paona me Sanofi a me GlaxoSmithKline no 60 miliona mau ʻāpana o kahi kano COVID-19, ua hōʻike ʻia ka Sunday Times.

ʻO ka hui panakō Nordea e loaʻa i kekahi mau waihona penikala mai Frende Livsforsikring.Ke hoʻolilo nei ʻo Volkswagen i 1 biliona euros e hana hou i kāna hale hana ma Emden, ua hōʻike ʻo Handelsblatt.Ke kūʻai nei ʻo Berkshire Hathaway i nā waiwai kinoea a Dominion no $4 biliona a ua ʻae ʻo Uber e kūʻai i ka app lawe meaʻai Postmates Inc ma kahi ʻaelike kūʻai āpau he $2.65 biliona, hōʻike ʻo Bloomberg News.

ʻAʻole loaʻa ka hōʻoluʻolu o nā mākeke e kū mai ana mai Covid, me India i kēia manawa me ke kolu o ka nui o nā hihia coronavirus, ʻoi aku ʻo Mekikoka iā Farani a me Peru e lawe ana i ka helu 2 ma hope o Brazil ma Latin America.