LONDON, Julayi 6 - Abahlalutyi baseCiti bashwankathela imeko kwiimarike kunye nezimvo zabo ukuba amandla e-bullish kunye ne-bearish angarhoxisa omnye nomnye, ashiye i-equities yehlabathi ngaphezulu okanye ngaphantsi kumanqanaba angoku kwiinyanga ze-12.

Imikhosi ye-bearish?Inani elinye elenza imijikelo kukuba ukuvulwa kwakhona okuchaphazela i-40% yabemi base-US ngoku sele kubuyiselwe umva.Amazwe alishumi elinesihlanu anike ingxelo yokonyuka kwamatyala amatsha e-COVID-19, ngoku osulele abantu abamalunga nezigidi ezi-3 baseMelika, ngokutsho kweReuters.

Leyo yingqikelelo embi yoqoqosho lwase-US kunye neenkampani.I-BofA ithe ngolwesiHlanu i-7.1 yeebhiliyoni zeedola yatsalwa kwiimali ze-equity kwiveki ephelileyo, kwaye isalathisi sayo seBull & Bear ibiphumile kwindawo “yokuthenga” okokuqala ukusukela ngoMatshi Kwaye uCiti uthi umvuzo osezantsi ukuya phezulu-ngesabelo-sivumelwano sokuphela. -2021 yi-30% ephezulu kakhulu.

Ngokuphathelele iinkunzi zenkomo, iimarike zisarhweba ngoJuni ngozuko, ngakumbi amanani emisebenzi arekhodiweyo ase-US.Okwesibini, i-China kunye neYurophu kubonakala ngathi zibalekile ngakumbi kwi-Covid surges, ngoko ke izithintelo aziyi kuphinda zingonakali.Iiodolo zefektri yaseJamani ziphinde zanda nge-10.4% ngoMeyi ukusuka kwirekhodi yokwehla kwengxelo yenyanga edlulileyo.Iinkonzo ze-PMIs zihlaziywe ngokubanzi ngolwesiHlanu ukusuka kuqikelelo lweflash.

Ngaphezu koko, iibhanki eziphambili zisesemdlalweni - uCiti uqikelela ukuba baya kuthenga enye i-6 yeebhiliyoni zeedola kwii-asethi kunyaka ozayo.

Ke namhlanje izitokhwe zehlabathi ziye zamatsha zaya kutsho kwizinga eliphezulu leenyanga ezine, izabelo zaseTshayina zikwincopho yeminyaka emihlanu kwaye iimarike zaseYurophu ziphezulu.Izabelo zamashishini asakhasayo ziye zabaleka ukuya kwiseshoni yesihlanu ethe gqolo yeenzuzo kwaye ikamva lase-US linyuke phantse nge-2%.

Kodwa isivuno kwiibhondi zase-US kunye neJamani ziphezulu kwaye igolide ityibilikile.Iibhondi zaseJapan zinomdla - izivuno zizonke ziphantsi namhlanje kodwa iindleko zokuboleka iminyaka engama-20 ukuya kwengama-40 zinyuke zaya kutsho phezulu ukusukela ngoMatshi ka-2019, zinyuke ukusukela phakathi kuJuni emva kokuba iBOJ ibonakala ingenangxaki.

Njengesikhumbuzo, i-BOJ ianchors ivelisa kwi-tenors ukuya kuthi ga kwiminyaka eyi-10 ngoko ke igophe lebhondi elinyukayo liyiloo nto yayijolise kuyo ngomgaqo-nkqubo wolawulo lwesivuno-igophe (YCC).Ke ngaba iya kuvumela isivuno siqhubeke sikhula kunye noqoqosho olukwinqanaba lokudodobala koqoqosho?I-Fed, esandula kubonakala ngathi iyawuchitha umbono wokwamkela i-YCC ngoSeptemba, inokuthi ibeke iliso.

EYurophu, i-Commerzbank top brass yehla ngoLwesihlanu, i-Lloyds Bank ibhengeze ukuba i-CEO u-Antonio Horta uya kuhla ngo-2021, emisela uRobin Budenberg njengosihlalo omtsha.Kwi-inshurensi u-Aviva, i-CEO uMaurice Tulloch uyehla kwaye uya kuthatyathelwa indawo ngu-Amanda Blanc.Kwakhona, i-Commerzbank iye yahlawuliswa i-650,000 ye-euro ngezivumelwano nebhanki yaseCypriot engasebenzi.

Kwezinye iindawo, iingxaki zobhubhane ziyaqhubeka.Iintengiso zekota zeGeberit zehla nge-15.9% yinkampani yaseSwitzerland.Air France kunye HOP!Iinqwelomoya ziceba ukunciphisa imisebenzi engama-7,580.I-Tesco yaseBritane ifuna ukuthotywa kwamaxabiso omthengisi.I-Siemens ibona ukuhla kwe-20% kwishishini kwikota ka-Aprili-Juni.

Okwangoku, iBritane ikufutshane ne-500 yezigidi zeeponti yokubonelela ngeSanofi kunye neGlaxoSmithKline ngeedosi ezizigidi ezingama-60 zesitofu sokugonya esinokubakho se-COVID-19, ingxelo yeCawe Times.

Iqela lebhanki iNordea ifuna ukufumana iipotfoliyo zomhlalaphantsi kwiFrende Livsforsikring.IVolkswagen ityala imali eyibhiliyoni ye-euro ukuze iphinde isebenzise umzi-mveliso wayo e-Emden, i-Handelsblatt ibike.I-Berkshire Hathaway ithenga i-asethi yegesi ye-Dominion ye-4 yeebhiliyoni zeerandi kwaye u-Uber uvumile ukuthenga i-app yokuhambisa ukutya i-Postmates Inc kwisivumelwano se-2.65 yeebhiliyoni zeedola, ingxelo ye-Bloomberg News.

Iimarike ezikhulayo azifumani siqabu kwi-Covid, kunye neIndiya ngoku enelona nani lesithathu liphezulu lamatyala e-coronavirus, iMexico idlula iFransi kunye nePeru ithatha indawo yesi-2 emva kweBrazil eLatin America.