Koronavirusning yangi varianti investorlarning kayfiyatini pasaytiradi, yen esa oshadi

Bozorlarni ko'rib chiqish

Risk-aversion dominates Asian markets today as new coronavirus variant sinks investor sentiment. Australian Dollar is leading other commodity currencies lower. Yen and Swiss Franc surge sharply, followed by Euro and Dollar. Overall, it’s flight to safety. The question now is, whether Aussie or Kiwi would eventually end as the worst performing one for the week, and whether Dollar would be overtaken by Yen and Swiss Franc.

Technically, Yen crosses could take the spotlights today. AUD/JPY has taken the lead in breaking 82.14 support to resume the fall from 86.24. GBP/JPY could break through 152.35 support to resume the fall from 158.19 soon. CAD/JPY might then follow and break through 86.69 support to resume the decline from 93.00 too. But most importantly, the question is whether USD/JPY would break through 113.57 support to complete the case of a broad based turn around in Yen.

Osiyoda, yozish paytida, Nikkei -2.82%ga pasaygan. Gonkong HSI indeksi -2.24%ga pasaygan. Xitoy Shanxay SSE -0.57%ga pasaygan. Singapore Strait Times -1.44%ga pasaygan. Yaponiyaning 10 yillik JGB rentabelligi -0.0094 ga tushib, 0.076.

New coronavirus variant sends HK HSI sharply lower

Asian stocks tumble deeply today while US futures are trading sharply lower. The development reflects worries over a new coronavirus variant detected in South Africa. The country’s Health Minister Joe Phaahla warned that there has been “more of an exponential rise” in infections over the last four of five days.

UK is banning flights from South Africa and five other southern African countries. Health Secretary Sajid Javid said there were concerns the new variant “may be more transmissible” than the dominant delta strain, and “the vaccines that we currently have may be less effective” against it.

Hong Kong HSI tumbles sharply today in reaction to the new variant news. HSI is trading well inside medium-term falling channel from 31183.35 high. Rejection by 55 day EMA also keeps outlook bearish. We’re looking at deeper fall to 23681.43 first and then 61.8% projection of 29394.68 to 23681.43 from 26234.93 at 22704.14 next.

NZD/USD accelerates down to 0.68 and below

NZD/USD accelerates down to as low as 0.6816 so far today, on broad based risk aversion. The break of 0.6858 support should firstly confirmed that corrective rise from 0.6804 has completed with three waves up to 0.7217. More importantly, larger down trend form 0.7463 is now ready to resume.

Further fall is now expected as long as 0.6965 minor resistance holds. Break of 0.6804 will target 38.2% retracement of 38.2% retracement of 0.5467 to 0.7463 at 0.6731 next. We’d tentatively expect strong support from there to complete the fall from 0.7463. Hence, focus will be on bottoming signal as NZD/USD approaches 0.6731.

RBNZ Hawkesby: Biz stimulni olib tashlash jarayonini davom ettirishimiz kerak

RBNZ gubernatorining yordamchisi Kristian Xoksbi Bloomberg telekanaliga bergan intervyusida shunday dedi: “Yangi Zelandiyada bizda juda barqaror iqtisodiyot bor, bizda asosiy inflyatsiya 1-3% maqsadli diapazonga yaqin, bizda bandlik bor. bozor, bu bizning fikrimizcha, maksimal barqaror bandlik orqali.

Uning so'zlariga ko'ra, "shuning uchun biz rag'batlantirishni olib tashlash va foiz stavkalarini neytral holatga qaytarish jarayonini davom ettirishimiz kerakligi haqida aniq signallarni olamiz".

“Inflyatsiya kutishlari biz uchun mutlaqo muhim bo'ladi. Bizni tezroq borishga majbur qiladigan narsalar bor va menimcha, inflyatsiya kutishlari bitta, dedi u. “Besh yildan 10 yilgacha bo'lgan inflyatsiya kutilmalari juda yaxshi asoslangan. Qisqa muddatli inflyatsiya kutilmalari sarlavha bilan ko'tarildi, lekin biz kutgan tarzda ko'tarildi, shuning uchun men buni kuzatish kerak bo'lgan juda muhim narsa deb o'ylayman.

"Yuqori tomondan, xavflar shundaki, bizda juda kuchli iqtisod, boshlang'ich nuqtada katta o'zgarish, inflyatsiya kutishlari, ular ko'tarilishi xavfi bor", dedi u. "Ammo boshqa tomondan, Yangi Zelandiyada foiz stavkalari uzoq yo'lni bosib o'tdi, ipoteka stavkalari yanvar oyidagi eng past ko'rsatkichdan deyarli 2 foizga oshdi va biz oldinda jamiyatimizda Covid bo'lishidan o'tishimiz kerak. ”

Oktyabr oyida Avstraliyaning chakana savdosi 3.9% ga oshdi, bu hali ham deltadan oldingi darajadan kam

Avstraliyaning chakana savdosi oktabr oyida 4.9% ga o'sdi, bu kutilgan 2.5% dan yuqori. Bu Viktoriya 2020 yil noyabr oyida birinchi marta blokirovka qilinganidan beri eng kuchli o'sish bo'lib, chakana savdo aylanmasi 2021 yil iyunidan beri eng yuqori darajaga ko'tarildi.

"Chakana savdo ko'rsatkichlari shtatdagi to'siqlar bilan bog'liq bo'lib qolmoqda, chunki bu oyning tiklanishiga Yangi Janubiy Uels, Viktoriya va Avstraliya poytaxti hududidagi blokirovkalarning tugashi sabab bo'ldi", dedi Ben Jeyms, Iqtisodiyot bo'yicha choraklik statistikasi direktori.

"11 oktabrda blokirovka tugashi bilan Yangi Janubiy Uelsda savdolar 13.3 foizga o'sdi va Delta avj olishidan oldingi oylardagi darajaga qaytdi, Viktoriya va Avstraliya poytaxti esa Deltagacha bo'lgan darajadan past bo'lib qolmoqda."

"To'siqlar tugagandan so'ng savdo keskin qaytgan bo'lsa-da, shuni ta'kidlash kerakki, umumiy chakana aylanma hali Delta avj olishidan bir oy oldin, 2021 yil may oyidagi darajaga yetmagan."

Oldinga qarab

Swiss will release Q3 GDP in European session while Eurozone will release M3 money supply.

GBP / JPY kundalik versiya

Kunlik pivotslar: (S1) 153.38; (R) 153.73; (R1) 154.03; Ko'proq…

GBP/JPY is staying in range above 152.35 and intraday bias remains neutral first. With 154.70 resistance intact, further decline is expected . On the downside, break of 152.35 will resume the decline from 158.19 to 148.93 key support next. On the upside, however, break of 154.70 will turn bias back to the upside for retesting 158.19 high instead.

Kattaroq rasmda 123.94 dan ko'tarilish 122.75 dan (2016 yilgi past) naqshning uchinchi oyog'i sifatida ko'riladi. 148.93 qo'llab-quvvatlashi davom etar ekan, keyingi miting hali ham kutilmoqda. Biroq, 148.93-ning qat'iy tanaffuslari o'rta muddatli tendentsiya teskari tomonga o'zgarganligi va 142.71 qarshilik darajasiga chuqurroq tushishni birinchi navbatda qo'llab-quvvatlashga olib kelishini ta'kidlaydi.

Iqtisodiy ko'rsatkichlar yangilanishi

GMT Ccy Tadbirlar haqiqiy havo ma'lumoti avvalgi Qayta ko'rib chiqildi
23:30 JPY Tokio CPI Core Y / Y Nov 0.30% 0.40% 0.10%
0:30 AUD Chakana savdo M / M oktyabr 4.90% 2.50% 1.30%
8:00 CHF GSYİH Q / Q Q3 1.80% 1.80%
9:00 Yevro Evrozona M3 pul ta'minoti Y / Y Okt 7.40% 7.40%