Mysteel Macro Weekly: Ubuyobozi bwa Leta bwashimangiye ko ari ngombwa guhashya igiciro cy’ibiciro kugira ngo bifashe ibigo guhangana n’ibiciro by’ibiciro fatizo.

Kuvugururwa buri cyumweru mbere ya 8h00 za mugitondo kugirango ubone ishusho yuzuye ya macro dinamike yicyumweru.

Incamake y'icyumweru: Amakuru ya Macro: Li Keqiang mu nama nyobozi y’inama y’igihugu y’Ubushinwa yashimangiye ko ari ngombwa gushimangira amategeko agenga imipaka;Li Keqiang mu ruzinduko rwe muri Shanghai yashimangiye ko ari ngombwa gushyira mu bikorwa politiki nziza ya Leta ku nganda z’amakara n’amashanyarazi, nko gusubika imisoro;Ibiro Bikuru bya Leta byasohoye itangazo ryerekeye kurushaho gushimangira ubufasha ku mishinga mito n'iciriritse;mu gihe cya Mutarama-Ukwakira, inyungu zose z’inganda zinganda ziri hejuru y’ubunini bw’igihugu ziyongereyeho 42.2% umwaka ushize;Icyifuzo cya mbere ku nyungu z’ubushomeri cyaragabanutse kugera ku myaka 52 muri iki cyumweru.Gukurikirana amakuru: Ku bijyanye n’amafaranga, banki nkuru yashyize miliyari 190 mu cyumweru;igipimo cyo gukora cy’itanura rya 247 ryakozwe na Mysteel ryagabanutse munsi ya 70%;igipimo cy’ibikorwa 110 byo koza amakara mu gihugu hose byakomeje guhagarara neza;kandi igiciro cyamakara yingufu cyagumye gihamye mugihe ubutare bwicyuma, rebar nicyuma byazamutse cyane mugihe cyicyumweru, ibiciro byumuringa byagabanutse, ibiciro bya sima byagabanutse, ibiciro bya beto byagabanutse, icyumweru impuzandengo ya buri munsi yimodoka zitwara abagenzi 49.000 zagabanutse, zikamanuka 12%, BDI yazamutseho 9%.Isoko ry’imari: Ibihe byose byingenzi bizaza muri iki cyumweru usibye kuyobora LME;imigabane yisi yazamutse mubushinwa gusa, amasoko yo muri Amerika nu Burayi yagabanutse;naho igipimo cy'idolari cyaragabanutseho 0.07% kigera kuri 96.

1. Amakuru y'ingenzi ya Macro

Perezida Xi Jinping yayoboye inama ya makumyabiri na kabiri ya Komisiyo Nkuru ishinzwe iterambere ryimbitse muri rusange, ashimangira ko hagomba kunozwa igishushanyo mbonera cy’isoko ry’amashanyarazi, umutungo w’amashanyarazi mu gihugu kugira ngo habeho kugabana no kugabana neza. buri wese.Inama yagaragaje ko ari ngombwa guteza imbere iyubakwa ry’isoko ry’ingufu kugira ngo rihuze n’imihindagurikire y’imiterere y’ingufu, no guteza imbere uruhare rw’ingufu nshya mu bucuruzi bw’isoko mu buryo bunoze.Iyi nama kandi yashimangiye ko ari ngombwa guteza imbere ishyirwaho ry’urwego rwiza rwa siyansi n’ikoranabuhanga, inganda n’imari, kandi byihutisha guhindura no gushyira mu bikorwa ibyagezweho mu bumenyi n’ikoranabuhanga.Mu gitondo cyo ku ya 22 Ugushyingo, Perezida w'Ubushinwa Xi Jinping yitabiriye kandi ayobora inama mu rwego rwo kwizihiza isabukuru yimyaka 30 ishize umubano w’ibiganiro hagati y’Ubushinwa na ASEAN ukoresheje umurongo wa videwo i Beijing.Xi yatangaje ku mugaragaro ko hashyizweho Ubufatanye rusange bw’Ubushinwa ASEAN, anagaragaza ko Ubushinwa buzagira uruhare runini mu masezerano y’ubufatanye bw’ubukungu bw’akarere, butangiza iyubakwa ry’ubucuruzi bw’ubucuruzi bw’ubucuruzi bwa ASEAN - Ubushinwa 3.0, Ubushinwa buzihatira kwinjiza amadorari y’Amerika 150 miliyari y'ibicuruzwa bikomoka ku buhinzi biva muri ASEAN mu myaka itanu iri imbere.Mu guhangana n’igitutu gishya cy’ubukungu cyifashe nabi, inama nyobozi y’inama y’ububanyi n’amahanga y’Ubushinwa, iyobowe na Minisitiri w’intebe Li Keqiang w’inama y’igihugu, yasabye ko hajyaho ihinduka ry’imihindagurikire y’ibihe, mu gihe hakomeje gukorwa akazi keza mu micungire y’imyenda y’inzego z’ibanze no gukumira. no gukemura ibibazo, gutanga uruhare rwuzuye uruhare rwamafaranga adasanzwe yimyenda mugutezimbere ikigega cyimibereho.Tuzihutisha itangwa ryamafaranga asigaye yinguzanyo zidasanzwe muri uyumwaka kandi duharanira gukora imirimo myinshi-yimirimo itangira umwaka utaha.

Kuva ku ya 22 kugeza ku ya 23 Ugushyingo, Minisitiri w’intebe Li Keqiang, umwe mu bagize Biro Politiki y’ishyaka rya gikomunisiti ry’Ubushinwa, yasuye Shanghai.Li Keqiang yavuze ko guverinoma mu nzego zose zigomba kurushaho gushimangira inkunga zayo, harimo gushyira mu bikorwa politiki ya Leta yerekeye imisoro ku nganda z’amakara n’amashanyarazi, gukora akazi keza ko guhuza no kohereza, gutanga amakara ahamye y’amashanyarazi, no gukemura ikibazo cyo kubura amashanyarazi ahantu hamwe, kugirango hirindwe ko hagaragara ibintu bishya "Gukata amashanyarazi".

Ibiro Bikuru by’Inama y’igihugu byasohoye itangazo ryerekeye kurushaho gushimangira inkunga y’umwotsi, igira iti: (1) koroshya igitutu cy’izamuka ry’ibiciro.Tuzashimangira kugenzura ibicuruzwa no kuburira hakiri kare, dushimangire kugenzura isoko ry’ibicuruzwa n’ibisabwa, kandi duhashye ibikorwa bitemewe nko guhunika no kunguka inyungu, no kuzamura ibiciro.Tuzatera inkunga amashyirahamwe yinganda n’inganda nini mu kubaka amasoko akenewe-yinganda zinganda, kandi dushimangire serivisi zingwate na dock kubikoresho bibisi kandi bitunganijwe..(3) kongera inkunga y’amafaranga yo gutabara kugirango afashe ibigo guhangana n’igitutu cy’izamuka ry’ibiciro by’ibikoresho fatizo, ibikoresho n’ibiciro by’abakozi..Minisiteri y’ubucuruzi yasohoye ubucuruzi bw’ububanyi n’amahanga gahunda y’iterambere ryiza cyane muri gahunda y’imyaka 14 y’imyaka itanu.Mugihe cya gahunda yimyaka 14 yimyaka 5, gahunda yumutekano wubucuruzi izarushaho kunozwa.Inkomoko y’ibicuruzwa bitumizwa mu mahanga, umutungo w’ingufu, ikoranabuhanga ry’ibanze n’ibice by’ibicuruzwa biratandukanye, kandi uburyo bwo gukumira no kugenzura ingaruka ziterwa n’ubucuruzi bw’ubucuruzi, kugenzura ibyoherezwa mu mahanga no gutabara mu bucuruzi birumvikana.Mu mezi icumi ya mbere ya 2019, inyungu zose z’inganda zinganda ziri hejuru y’igihugu zose hamwe zingana na miliyari 7.164.99, ziyongereyeho 42.2 ku ijana umwaka ushize, ziyongeraho 43.2 ku ijana kuva Mutarama kugeza Ukwakira 2019, naho ikigereranyo cya 19.7% muri bibiri imyaka.Muri rusange, inyungu z’ibikomoka kuri peteroli, amakara n’izindi nganda zitunganya lisansi ziyongereyeho inshuro 5.76, inganda zikuramo peteroli na gaze ziyongereyeho 2,63, inganda zicukura amakara n’amakara yiyongereyeho 2,10, n’icyuma kitari ferrous n'inganda za kalendari ziyongereyeho 1,63, inganda za Ferrous na kalendari ziyongereyeho 1,32.

 Ubuyobozi-1

Minisiteri ishinzwe umurimo muri Leta zunze ubumwe za Amerika ivuga ko icyifuzo cyahinduwe ku gihe cy’ibanze cy’ubushomeri cyari 199.000 mu cyumweru cyarangiye ku ya 20 Ugushyingo, urwego rwo hasi kuva mu 1969 kandi rugera ku 260.000, bivuye kuri 268.000.Umubare w'Abanyamerika bakomeje gusaba amafaranga y'ubushomeri mu cyumweru cyarangiye ku ya 13 Ugushyingo ni miliyoni 2.049, ni ukuvuga miliyoni 2.033, bivuye kuri miliyoni 2.08.Igabanuka rinini kuruta uko byari byitezwe rishobora gusobanurwa nuburyo guverinoma yahinduye imibare fatizo kugirango ihindagurika ryibihe.Ihinduka ry'ibihe rikurikira kwiyongera kwa 18.000 mubisabwa mbere yo kubura akazi mu cyumweru gishize.

 Ubuyobozi-2

(2) Flash Flash

Mu rwego rwo gushyira mu bikorwa ibitekerezo bya Komite Nkuru y’ishyaka rya gikomunisiti ry’Ubushinwa (CPC) n’inama y’igihugu ku bijyanye no gukaza umurego mu kurwanya no gukumira umwanda, Minisiteri y’ibidukikije yashyizeho gahunda nshya, yongeraho imirimo ibiri y’ingenzi kandi yohereza umunani ubukangurambaga bwihariye.Igikorwa cya mbere gishya kandi cyingenzi ni ugushimangira kugenzura guhuza PM2.5 na ozone, no kohereza no gushyira mu bikorwa urugamba rwo gukuraho ikirere cyanduye n’intambara yo gukumira no kurwanya umwanda wa ozone.Inshingano ya kabiri ni ugushyira mubikorwa ingamba nkuru zigihugu, Intambara nshya yo kurengera ibidukikije no kugenzura uruzi rwumuhondo.Minisiteri y’ubucuruzi ivuga ko amasezerano y’ubucuruzi y’Ubushinwa na cambodiya azatangira gukurikizwa ku ya 1.2022.Muri ayo masezerano, igipimo cy’ibicuruzwa bitagira amahoro ku bicuruzwa byacurujwe n’impande zombi bigeze hejuru ya 90%, kandi icyemezo cyo gufungura amasoko y’ubucuruzi muri serivisi kigaragaza urwego rwo hejuru rw’abafatanyabikorwa badafite amahoro bahabwa na buri ruhande.Minisiteri y’Imari ivuga ko miliyari 6.491.6 y’inguzanyo z’inzego z’ibanze zatanzwe mu gihugu hose kuva muri Mutarama kugeza Ukwakira.Muri rusange, hasohotse miliyari 2,470.5 mu nguzanyo rusange na miliyari 4.021.1 zamafaranga y’inguzanyo zidasanzwe, mu gihe miliyari 3.662.5 zamafaranga y’inguzanyo nshya na miliyari 2.829.1 z’inguzanyo z’inguzanyo zatanzwe, zaciwe ku bushake.

Minisiteri y’Imari ivuga ko inyungu z’ibigo bya Leta kuva muri Mutarama kugeza Ukwakira zingana na miliyari 3.825.04, ziyongereyeho 47,6 ku ijana umwaka ushize naho impuzandengo y’imyaka ibiri yiyongereyeho 14.1%.Ibigo bikuru byinjije miliyari 2,532.65, byiyongereyeho 44.0 ku ijana umwaka ushize ndetse n’ikigereranyo cyiyongereyeho 14.2 ku ijana mu myaka ibiri: ibigo bya Leta by’ibanze byinjije miliyari 1.292.40, byiyongereyeho 55.3 ku ijana umwaka ushize. ikigereranyo cyo kwiyongera cya 13.8 ku ijana mu myaka ibiri.Umuvugizi wa komisiyo ishinzwe kugenzura amabanki mu Bushinwa (CBRC) yavuze ko icyifuzo cy’inguzanyo zifatika ku mutungo utimukanwa cyujujwe.Mu mpera z'Ukwakira, inguzanyo z’imitungo itimukanwa n’ibigo by’imari by’amabanki byiyongereyeho 8.2 ku ijana ugereranije n’umwaka ushize kandi bikomeza kuba byiza muri rusange.Hashimangiwe ko kugabanya karuboni bitagomba kuba “Ingano-imwe-yose” cyangwa “Imikino-Imikino”, kandi ko inkunga y’inguzanyo ikwiye guhabwa ingufu z’amakara yujuje ibyangombwa n’inganda n’imishinga, kandi ko inguzanyo zitagomba guhuma buhumyi. yashushanijwe cyangwa yaciwe.Ihuriro ry’ubukungu bw’Ubushinwa (CMF) ryasohoye raporo ivuga ko mu gihembwe cya kane izamuka ry’umusaruro rusange wa 3,9% n’izamuka ry’ubukungu buri mwaka 8.1% kugira ngo intego z’ubwiyongere buri mwaka zirenga 6%.Umusaruro rusange w’Amerika mu gihembwe cya gatatu wavuguruwe ku gipimo ngarukamwaka cya 2,1 ku ijana, 2,2 ku ijana n’igipimo cya mbere cya 2%.Uruganda rwa mbere rwa Markit rukora PMI muri Amerika rwazamutse rugera kuri 59.1 mu Gushyingo, hamwe n’ibiciro byinjiza ibiciro ku rwego rwo hejuru kuva inyandiko zatangira mu 2007.

Muri Amerika, igipimo fatizo cy’ibiciro bya PCE cyazamutseho 4.1 ku ijana mu Kwakira kuva mu mwaka wabanjirije umwaka, kikaba ari cyo rwego rwo hejuru kuva mu 1991, bikaba biteganijwe ko kizazamuka ku gipimo cya 4.1 ku ijana, kiva kuri 3,6 ku ijana mu kwezi gushize.Mu karere ka euro, PMI yambere y’inganda zikora yari 58.6, hateganijwe ko 57.3, ugereranije na 58.3;PMI yambere murwego rwa serivisi yari 56.6, hateganijwe 53.5, ugereranije na 54.6;na Composite Pmi yari 55.8, hateganijwe 53.2, ugereranije na 54.2.Perezida Biden yashyizeho Powell indi manda na Brenard ku mwanya wa visi perezida wa Banki nkuru y’igihugu.Ku ya 26 Ugushyingo, Ishami ry’ubuzima ku isi ryateguye inama yihutirwa yo kuganira kuri B. 1.1.529, ubwoko bushya bw’ikamba.OMS yasohoye itangazo nyuma y’inama, ishyira ingufu mu guhindura “Impungenge” no kuyita Omicron.Ishami ry'Umuryango w'Abibumbye ryita ku Buzima rivuga ko rishobora kwandura cyane, cyangwa kongera ibyago byo kurwara bikomeye, cyangwa kugabanya imikorere yo kwisuzumisha, inkingo no kuvura.Isoko ry’imigabane rya mbere, umusaruro wa leta n’ibicuruzwa byagabanutse cyane, aho ibiciro bya peteroli byagabanutseho amadorari 10 kuri barrale.Nk’uko ikigereranyo cya Dow Jones Industrial Average kibitangaza ngo imigabane yo muri Amerika yafunze munsi ya 2,5 ku ijana, ibyo bikaba byaragaragaye nabi umunsi umwe kuva mu mpera z'Ukwakira 2020, imigabane y’i Burayi yashyize ahagaragara igabanuka ry’umunsi umwe mu mezi 17, kandi imigabane ya Aziya ya pasifika yaguye hirya no hino.Kugira ngo hirindwe imitungo myinshi no gukumira ifaranga ry’ifaranga, Banki ya Koreya yazamuye igipimo cy’inyungu amanota 25 y’ibanze igera kuri 1 ku ijana.Banki nkuru ya Hongiriya nayo yazamuye igipimo cyayo cyo kubitsa icyumweru kimwe amanota 40 kugeza kuri 2.9%.Banki nkuru ya Suwede yasize igipimo cy’inyungu ntarengwa ku gipimo cya 0%.

2. Gukurikirana amakuru

(1) umutungo w'amafaranga

Ubuyobozi-3 Ubuyobozi-4

(2) amakuru yinganda

Ubuyobozi-5 Ubuyobozi-6 Ubuyobozi-7 Ubuyobozi-8 Ubuyobozi-9 Ubuyobozi-10 Ubuyobozi-11 Ubuyobozi-12 Ubuyobozi-13 Ubuyobozi-14

Incamake ku masoko yimari

Muri Future Future, ejo hazaza h'ibicuruzwa byose byagabanutse usibye LME iyobora, yazamutseho 2.59 ku ijana mu cyumweru.Amavuta ya WTI yagabanutse cyane, ku 9.52 ku ijana.Ku isoko ry’imigabane ku isi, imigabane y’Ubushinwa yazamutseho gato, mu gihe imigabane y’Uburayi na Amerika yagabanutse cyane.Ku isoko ry’ivunjisha, igipimo cy’idolari cyafunze 0,07 ku ijana kuri 96.

Ubuyobozi-15Imibare y'ingenzi y'icyumweru gitaha

1. Ubushinwa buzashyira ahagaragara PMI yinganda zayo mu Gushyingo

Igihe: Ku wa kabiri (1130) ibisobanuro: Mu Kwakira, PMI y’inganda yagabanutse igera kuri 49.2%, igabanukaho amanota 0.4 ku ijana ugereranyije n’ukwezi gushize, kubera ikibazo cy’amashanyarazi gikomeje ndetse n’ibiciro biri hejuru y’ibikoresho bimwe na bimwe, nk'uko Ikigo cy’igihugu gishinzwe ibarurishamibare kibitangaza Repubulika y’Ubushinwa, iterambere ry’inganda ryaragabanutse kuko rikomeje kuba munsi y’ingingo zikomeye.Igipimo cya PMI cyashyizwe ahagaragara cyari 50.8 ku ijana, cyamanutseho 0,9 ku ijana ugereranyije n’ukwezi gushize, byerekana ko umuvuduko wagutse muri rusange ibikorwa by’ubucuruzi mu Bushinwa.Biteganijwe ko Ubushinwa bukora PMI ku ruganda bizatangira gato mu Gushyingo.

(2) incamake yimibare yingenzi yicyumweru gitaha

Ubuyobozi-16


Igihe cyo kohereza: Ugushyingo-30-2021