Muva nje, ukwehla okukhulu kwesidingo sokungeniswa kwe-US kubangele ukuxokozela embonini.Ngakolunye uhlangothi, kunokusalela emuva okukhulu kwempahla, futhi izitolo ezinkulu e-United States ziphoqeleka ukuthi ziqalise "impi yesaphulelo" ukuze kugqugquzelwe amandla okuthenga, kodwa inani lempahla elifinyelela ku-10 billion yuan lisenza abathengisi bakhononde. .Ngakolunye uhlangothi, isibalo seziqukathi zasolwandle e-US muva nje sehle ngaphezu kwama-30% saya ezingeni eliphansi lezinyanga eziyi-18.
Abalahlekelwa kakhulu kusengabathengi, okufanele bakhokhele amanani aphezulu futhi baqinise amabhande abo ukuze banyuse imali abayilondolozile ukuze balungiselele isimo somnotho esingenathemba.Abahlaziyi bakholelwa ukuthi lokhu kuhlobene nokuqala kwe-Fed komjikelezo wokwenyuka kwezinga lenzalo, okufaka ingcindezi ekutshalweni kwezimali kwe-US nasekusetshenzisweni kwayo, kodwa ukuthi izindleko zezohwebo zomhlaba wonke kanye nesikhungo sokwehla kwamandla emali kuzokwenyuka yini kufanele ukunakwa.
Abahlaziyi bagomela ngokuthi ukusalela emuva kohlu lwempahla ethengiswayo yase-US kuzophinde kunciphise isidingo sokungenisa e-US.Ngokusho kwedatha yakamuva ekhishwe abathengisi abakhulu baseMelika muva nje, i-inventory ye-Costco kusukela ngo-May 8 yayiphezulu njenge-dollar eyizigidi eziyizinkulungwane ezingu-17.623, okuwukunyuka konyaka ngama-26%.I-Inventory e-Macy's ikhuphuke ngo-17% kusukela ngonyaka odlule, futhi inani lezikhungo zokugcwalisa i-Walmart likhuphuke ngo-32%.Usihlalo womkhiqizi wefenisha esezingeni eliphezulu eNyakatho Melika uvumile ukuthi inani lempahla yokugcina impahla e-United States liphezulu kakhulu, futhi abathengi befenisha banciphisa ukuthengwa ngamaphesenti angaphezu kuka-40%.Abanye abaphathi bezinkampani abaningi bathi bazosusa i-inventory eyeqile ngezaphulelo namaphromoshini, ukukhansela ama-oda okuthenga phesheya kwezilwandle, njll.
Isizathu esiqondile salokhu okungenhla izinga eliphezulu lokwehla kwamandla emali.Abanye osomnotho base-US kudala beqagela ukuthi abathengi bazothola i-“izinga lokwehla kwamandla emali”ngokushesha ngemva kokuba i-Federal Reserve iqale umjikelezo wayo wokwenyuka kwezinga lenzalo.
U-Chen Jiali, umcwaningi omkhulu kwa-Everbright Securities, uthe ukusetshenziswa kwe-US kusenamandla ngandlela thize, kodwa izinga lokonga lomuntu siqu lehle laya ku-4.4% ngo-April, izinga eliphansi kakhulu kusukela ngo-August 2009. Kusho ukuthi esimweni sokwehla kwamandla emali okuphezulu, imindeni. ukusetshenziswa kwemali kukhula ngokushesha kunemali engenayo, okuholela ekutheni izakhamuzi ziphoqeleke ukuthi zihoxise imali yazo yokuqala.
Ngokusho kwedatha yakamuva ekhishwe yi-Federal Reserve, izinga lokukhula kwezinga lentengo ezindaweni eziningi zase-United States "liqinile".Inkomba yentengo yomkhiqizi (i-PPI) ikhule ngokushesha kunenkomba yentengo yomthengi (CPI).Cishe ingxenye yezifunda ibike ukuthi izinkampani zikwazile ukudlulisa izindleko eziphakeme kubathengi;ezinye izifunda ziphinde zaveza ukuthi "abathengi baphikiswa", njengokuthi "ukunciphisa ukuthenga"., noma esikhundleni salo ufake uhlobo olushibhile" njll.
UCheng Shi, isazi sezomnotho esiyinhloko se-ICBC International, uthe akugcini nje kuphela ukuthi izinga lokwehla kwamandla emali e-US alizange lehle kakhulu, kodwa nokwehla kwamandla emali okwesibili sekuqinisekisiwe.Phambilini, i-US CPI yenyuka ngo-8.6% unyaka nonyaka ngoMeyi, yephula izinga eliphezulu elisha.Izikhuthazi zokwehla kwamandla emali e-United States seziqalile ukusuka ekuphusheni kwezintengo zempahla ziye “esilinganisweni sentengo yomholo”, futhi ukungalingani okuqinisiwe phakathi kokuhlinzekwa kanye nesidingo emakethe yezabasebenzi kuzophakamisa umzuliswano wesibili wokulindelwe ukwehla kwamandla emali e-United States. .Ngaso leso sikhathi, ukukhula komnotho wase-US kwikota yokuqala bekungaphansi kwalokho obekulindelwe, futhi ukusimama komnotho wangempela kwehle.Kusukela ohlangothini lwesidingo, ngaphansi kwengcindezi yokwehla kwamandla emali, ukuzethemba kokusetshenziswa kwangasese kuye kwaqhubeka nokwehla.Ngenani eliphakeme lokusetshenziswa kwamandla ehlobo kanye nokukhuphuka kwezintengo ezinganyuki esikhathini esifushane, kungase kube nzima kubathengi base-US ukuthi balulame ngokushesha.
Eqinisweni, imithelela ye-spillover ye-inflation ephezulu kanye ne-inventory egcwele ngokweqile idinga ukunakwa okwengeziwe.U-Cheng Shi uqhube waveza ukuthi ngaphezu kwalokho, kusekhona ukungaqiniseki okukhulu ezingozini zangaphandle zezwe, okungeke kuthinte ngokuqondile amanani entengo yezimpahla ezifanele futhi kukhuphule ukwehla kwamandla emali kukonke, kodwa futhi kuqinise ukuvikelwa kwezohwebo, kubhebhethekise isimo sohwebo emhlabeni wonke, futhi kuphazamise. imvelo yohwebo emhlabeni.Uchungechunge lwezimboni zomhlaba wonke kanye nochungechunge lokuhlinzekwa kwempahla lushelela, lukhuphula izindleko zohwebo futhi luphinde lukhulise isikhungo sokwehla kwamandla emali.
Ukungenisa okufakwe emabhokisini e-US kwehle ngamaphesenti angaphezu kwama-36 kusukela ngoMeyi 24, nesidingo saseMelika sokungeniswa kwamanye amazwe sincipha emazweni asemhlabeni jikelele.UCheng Shi uveze ukuthi ucwaningo olukhishwe ngabakwa-ABC ngoJuni lukhombisa ukuthi iningi labaphendulile belingagculisekile ngezinqubomgomo zezomnotho zikaBiden selokhu athatha izintambo, u-71% wabaphenduli bebengagculisekile ngemizamo kaBiden yokunqanda ukwehla kwamandla emali, kanti ngaphezu kwesigamu sabaphenduli bakholwa wukuthi. ukuthi izinkinga ze-Inflation kanye nezomnotho zibaluleke kakhulu.
Ukufingqa, u-Chen Jiali ukholelwa ukuthi ubungozi bokuwohloka komnotho wase-US buyanda, futhi uyaqaphela umbono wezomnotho usuwonke.Isikhulu seJPMorgan Chase, uJamie Dimon, size saxwayisa ngokuthi izinsuku ezizayo zizoba “mnyama,” eluleka abahlaziyi nabatshalizimali ukuthi “balungiselele” izinguquko.
Isikhathi sokuthumela: Jul-06-2022