Izolo ebusuku, igolide liqhume, libeka umlando omusha!

Umbiko wakamuva mayelana nedatha yabangasebenzi emapulazini okhishwe yi-US Bureau of Labor Statistics ngoLwesihlanu ubonise ukuthi isibalo sabasebenzi abangewona amapulazi e-United States sikhuphuke ngo-303000 ngoMashi, okuwukukhula okukhulu kakhulu kusukela ngoMeyi wonyaka odlule, okungaphezu kwalokho okulindelwe yimakethe kubantu abangu-200000. Inani langaphambilini lenyuke ngabantu abangu-275000 futhi labuyekezwa kubantu abangu-270000.

Izinga lokuntuleka kwemisebenzi ngoMashi lalingu-3.8%, elihambisana nalokho obekulindelekile futhi lehlile lisuka enanini langaphambili lika-3.9%. Kodwa izinga lokuzibandakanya kwabasebenzi linyuke lafinyelela ku-62.7%, nokunyuke ngamaphesenti angu-0.2 kusukela ngoFebhuwari. Phakathi kwezinkomba ezibalulekile zeholo elimaphakathi, iholo lanyanga zonke likhuphuke ngo-0.3% unyaka nonyaka kanye no-4.1% unyaka nonyaka, kokubili ngokuhambisana nokulindelwe yi-Wall Street.

Ngokombono wemboni, ukukhula kwemisebenzi kuvela ikakhulukazi ekunakekelweni kwezempilo, ezokungcebeleka kanye nezimboni zamahhotela, kanye nemboni yezokwakha. Phakathi kwabo, ukuqashwa okusha emkhakheni wezokunakekelwa kwezempilo kuholele ekwandeni, njengoba kunabantu abayizi-72000, kwalandelwa iminyango kahulumeni (abantu abangu-71000), imboni yezokungcebeleka namahhotela (abantu abangu-49000), imboni yezokwakha (abantu abangu-39000). Ngaphezu kwalokho, ukuhweba okudayisa kunikele abantu abangu-18000, kanti isigaba "sezinye izinsizakalo" senyuke ngabantu abangu-16000.

Ngaphezu kwalokho, isibalo semisebenzi emisha engezona ezokulima sikhuphuke sisuka ku-229000 saya ku-256000 ngoJanuwari, futhi sehla sisuka ku-275000 saya kwezi-270000 ngoFebhuwari. Ngemva kwalezi zibuyekezo, isamba senani lemisebenzi emisha eyengezwe ngoJanuwari nangoFebruwari lenyuke ngo-22000 uma liqhathaniswa nangaphambi kokubuyekezwa.

Ngemva kokukhishwa kombiko ongelona ipulazi, imakethe yokushintshanisa yehlise kakhulu ukulindela ukuncishiswa kwezinga lenzalo ye-Federal Reserve ngo-2024, kwabambezeleka isikhathi esilindelekile sokuncishiswa kwezinga lenzalo lokuqala le-Fed kusukela ngoJulayi walo nyaka kuya kuSepthemba walo nyaka. I-Federal Reserve izoba nesikhathi esengeziwe sokuvala ukuncishiswa kwezinga lenzalo.

Inkomba yedola laseMelika iqhubekile nokukhuphuka, ngokukhuphuka kwamaphoyinti angaphezu kwama-50, yafinyelela ku-104.69. Kamuva, ukwanda kwancipha futhi kwavalwa ku-104.298 ekupheleni kwemakethe yokushintshaniswa kwamanye amazwe. Ukudayiswa kwamabhondi ebhondi yomgcinimafa wase-US kwaqina, futhi isivuno sebhondi ye-US yeminyaka eyi-10 ye-treasury yakhuphuka ngamaphuzu ayisisekelo angu-8.3 yaya ku-4.399%; Isivuno seminyaka emibili yebhondi yezimali sikhuphuke ngamaphuzu ayi-9.2 saya ku-4.750%; Isivuno seminyaka engu-30 sebhondi yomgcinimafa sikhuphuke ngamaphuzu angu-7.4 saya ku-4.553%.

Esitatimendeni esikhishwe yi-White House, uMongameli waseMelika uBiden uthe umbiko wangoMashi ongakhokhelwa ngamapulazi uyingqophamlando ekululameni kwe-US.

UBiden uthe, "Eminyakeni emithathu edlule, ngaphatha umnotho onqenqemeni lokuwa. Umbiko wanamuhla ukhombisa ukuthi kwavulwa amathuba emisebenzi angu-303 000 ngoMashi, nokusho ingqophamlando esesidlule kuyo selokhu sangena ezikhundleni ngokuthola imisebenzi emisha eyizigidi ezingu-15. Lokhu kusho ukuthi abanye abantu abayizigidi ezingu-15 bathole isithunzi nenhlonipho ehambisana nomsebenzi."

Umqondisi weKomidi Lezomnotho eWhite House uBrad uphinde wathi lona umbiko okhuthaza kakhulu okhombisa ukuthi umnotho wase-US ungaqhubeka nokukhula.

Izinzuzo eziqoqiwe ezitokweni zase-US

Ngomhla zi-5 kuMbasa ngesikhathi sendawo, izinkomba zesitoko ezintathu ezinkulu zase-US zihlangene zavaleka phezulu. Kusukela ekupheleni, i-Dow Jones Industrial Average ikhuphuke ngamaphuzu angu-307.06 kusukela osukwini lwangaphambili lokuhweba kuya kumaphuzu angu-38904.04, okuwukunyuka ngo-0.80%; Inkomba ye-S & P 500 ikhuphuke amaphuzu angu-57.13 kuya ku-5204.34, ukwanda kwe-1.11%; I-Nasdaq ikhuphuke ngamaphuzu angu-199.44 yafinyelela kumaphuzu angu-16248.52, okuwukunyuka kwe-1.24%.

NgoLwesithathu waleli sonto, izinkomba ezinkulu zesitoko zonke ezirekhodiwe ziyehla, kanti i-Dow yehla ngo-2.27%, ukusebenza okubi kakhulu kwamasonto onke kusukela ngo-2024; Inkomba ye-S&P 500 yehle ngo-0.95%; I-Nasdaq yehle ngo-0.8%.

U-Terry Sandven, i-Chief Equity Strategist e-Bank of America Wealth Management, uthe, "Ngemva kokuzuza imbuyiselo enkulu engxenyeni yokuqala, kungase kube nokuhlanganiswa okuthile emakethe yamasheya esikhathini esifushane. Esimeni esikhuphukayo semakethe, ukuhlehla okumaphakathi kuzoba ukushintshashintsha okuvamile."

Ngokuya ngemikhakha, yonke imikhakha eyishumi nanye yenkomba ye-S&P 500 ikhuphuke kakhulu. Umkhakha wezinsizakalo zokuxhumana kanye nomkhakha wezimboni uhole phambili ngenzuzo engu-1.61% no-1.43% ngokulandelana, kanti umkhakha wezimpahla ezithengwayo ezibalulekile ube nokukhuphuka okuncane ngo-0.22%.

Amasheya amakhulu obuchwepheshe ngokuvamile akhuphuka, nezinkampani zabazali be-Facebook i-Meta ne-Netflix ikhuphuke ngaphezu kuka-3%, i-Amazon ikhuphuke cishe ngo-3%, i-Nvidia ikhuphuke ngaphezu kuka-2%, i-Microsoft ikhuphuke cishe ngo-2%, i-Google A ne-Broadcom ikhuphuke ngaphezu kuka-1%, kanti i-Apple ikhuphuke kancane; I-Tesla yehle ngaphezu kwe-3%, kuyilapho i-Intel yehla ngaphezu kwe-2%.

Ama-apula akhuphuke kancane ngo-0.45%. Njengengxenye yesinqumo sokumisa iphrojekthi yayo yokubonisa izimoto newashi elihlakaniphile, i-Apple izodiliza abasebenzi abangu-614 eSilicon Valley. Emasontweni ambalwa edlule, inkampani yayimise umsebenzi wayo wezimoto zikagesi ezizimele. Ngokwesimemezelo esithunyelwe eCalifornia, abasebenzi abangama-614 baziswe ngokudilizwa kwabo ngoMashi 28, kusukela ngoMeyi 27.

I-Nvidia ikhuphuke ngo-2.45% njengoba inkampani iqhubeka nokukhula eNingizimu-mpumalanga ye-Asia. NgoLwesine ngesikhathi sendawo, izikhulu zase-Indonesia ziveze ukuthi uNvidia uhlela ukusebenzisana nesikhondlakhondla sezokuxhumana sase-Indonesia u-Indosat Ooredoo Hutchison ukusebenzisa u-$200 million ukusungula isikhungo sezobunhloli e-Indonesia.

I-Meta ikhuphuke ngo-3.21%. Ohlangothini lwezindaba, i-Meta Platforms izongeza izichasiselo ezengeziwe kokuqukethwe okukhiqizwa yi-AI kunokuba ikususe, futhi inqubomgomo entsha izosetshenziswa ngoMeyi.

UTesla uvale ngo-3.63%, wehle ngo-6% phakathi nosuku. UMusk uyakuphika ukukhansela ukuzibophezela kwakhe isikhathi eside ezinhlelweni zezimoto ezishibhile. Ngaphambilini, abathathu okuthiwa abangaphakathi batshele abezindaba ukuthi uTesla usekuhoxile ukuzibophezela kwakhe isikhathi eside ezimotweni ezibiza kancane.

Izitokwe zamandla zivame ukukhuphuka, kanti i-Western Oil ikhuphuke ngaphezu kuka-2%, kuyilapho i-Shell, i-ExxonMobil, ne-ConocoPhillips ikhuphuke ngaphezu kuka-1%.

Izitoko ezidumile zamaShayina ziye zashintshashintsha, njengoba i-iQiyi ikhuphuke ngaphezu kuka-4%, Umculo we-Tencent ukhuphuke cishe ngo-4%, i-Futu Holdings ikhuphuke ngaphezu kuka-1%, i-NetEase, Ideal Automobile, i-Pinduoduo, ne-Ctrip ekhuphuka kancane; I-Weibo ne-NIO yehle ngaphezu kuka-2%, i-Baidu ne-Bilibili yehle ngaphezu kuka-1.5%, kuyilapho i-Alibaba, i-Xiaopeng Motors, ne-JD.com yehle kancane.

Izintengo zegolide zikhuphuke ngomlando omusha

Izintengo zegolide zamazwe ngamazwe zinyukile, kanti igolide laseLondon negolide laseNew York likhuphuke ngaphezu kuka-$40 ngosuku, zombili zifinyelele ukuphakama okungokomlando. Phakathi kwazo, igolide lendawo eLondon likhuphuke ngo-1.77% laya ku-$2329.57 iwunsi ngayinye; Igolide le-COMEX likhuphuke ngo-1.76% laya ku-$2349.1 iwunsi ngayinye.

Kuthintwe yilokhu, igolide likhuphuke ngamaphesenti angu-4, kanti i-Harmony Gold ne-Barrick Gold yenyuka ngaphezu kuka-2.5%.

Ezindabeni, abadayisi bezikhungo bathe i-CME inyuse umkhawulo wekusasa legolide ngo-6.8% kanye nemajini esiliva yekusasa ngo-11.8%.

Ngaphezu kwalokho, isiliva lendawo liphinde laphakama, ngokunyuka okungaphezu kuka-2%; Isiliva le-COMEX likhuphuke ngaphezu kuka-1%, kuyilapho isiliva le-SHEE likhuphuke cishe ngo-5%.

U-Johan Palmberg, uMhlaziyi Omkhulu Wokulinganiswa Kwamanani eMkhandlwini Wegolide Womhlaba, uthe izimakethe zegolide ezithengwayo nezizayo bezisebenza, njengoba kulinganiselwa ukuthi inyuke ngo-40% umthamo wokuhweba. "Uma kuqhathaniswa namasheya namabhondi, umsebenzi emakethe yezinketho zegolide usebenza ngendlela engavamile, okusho ukuthi okwamanje abantu banesithakazelo ngokukhethekile egolideni," esho.

Abahlaziyi abaningi baphinde babikezele ukuthi uma i-Federal Reserve isiqala ukwehlisa izilinganiso zenzalo, okukhuthaza ukufunwa kubatshalizimali abasabhekile (njengama-ETF egolide asekelwa ngokomzimba), izintengo zegolide zizofika phezulu.

Kuhle ukusho ukuthi umtshali wezigidigidi noyinhloko ye-US hedge fund Green Light Capital, u-David Ainhorn, wandisa ukubheja kwakhe ngegolide, ekholelwa ukuthi i-Federal Reserve ngeke ikwazi ukulawula ukwehla kwamandla emali futhi izophoqeleka ukuthi igcine inqubomgomo yayo yemali evimbelayo isikhathi eside kunokulindelekile. Kuyaqondakala ukuthi iGreen Light Capital ibilokhu ithenga ngenkuthalo isikhwama esihweba ngokuhwebelana ngegolide esikhulu kunazo zonke emhlabeni - SPRDGoldShares (GLD).

U-Einhorn uthe, "Siphethe igolide eliningi kakhulu kunezikhundla nje ku-GLD. Siphinde sibambe izinsimbi zegolide ezibonakalayo, futhi igolide lingenye yezimali ezitshaliwe ezibaluleke kakhulu. Kunezinkinga ngezinqubomgomo zezezimali nezezimali zase-United States, futhi uma izinqubomgomo zombili zixega kakhulu, ngikholelwa ukuthi ukusilela ekugcineni kuzoba yinkinga yangempela. Ukutshala imali egolideni kungenye yezindlela zethu zokubiyela esimweni esinzima esizayo."