Monga momwe msonkhano wa US umakumana ndi mitengo yamtengo wapatali komanso kuthekera kwa mitengo yamalonda ndi kuthekera kwa chisankho cha Trump, makamaka pazakumbuyo kwa kuchepa kwa mitengo ya Chinese. Malo otukuka awa amapereka ma traders okhala ndi zenera lokhala ndi vuto lamisika yamakono ndikusunga diso lokhazikika pamsika womwe wakonzedwa pa 2025, poyankha phindu lawo.
Misika yamisika yamisika ya pakati pa misika ya pakati pa misika ya Pakatikati pa njira yomwe ingapangitse njira yomwe imapangidwira kuti igwiritse ntchito zomwe amapeza. Mwa awa, "kugula-kugulitsa" kozungulira kumachitika m'njira yapamwamba kwambiri. Njira iyi imabisala pazakuza mitengo yotsika m'misika yosiyanasiyana: kupereka zilengedwe pamisika yomwe mitengo ili ndi zowongolera, kenako ndikuthandizira madera awa kuti athetse phindu.
Tikamapemphera pamwezi, tidzakambirana za mtundu wa "kugula-kugulitsa" kugulitsa, kusiyanitsa zigawo zake zotsatizana monga mtengo wopeza, komanso zofunikira. Kuphatikiza apo, tiona zothandiza za axel chidebe chamtengo wapatali cholakwika (XCPI) ngati chida chopanga zisankho, otsogolera chidziwitso pakupanga mafakitale amphamvu awa.
China ndi ife tirigu
Chiyambireni mitengo ya ndalama zokwana 40 mu June chaka chino, mitengo yamsika yaku China yawonetsa kupitirira. Ochita malonda omwe akufuna kugula zotengera ku China iyenera kulanda mwayi wapano.
Mosiyana ndi izi, mitengo yamitundu ku United States yapitiliza kuwuka kuyambira Seputembara chaka chino, makamaka yoyendetsedwa ndi zinthu za geopelitical ndi kuweta chuma. Kuphatikiza apo, axel omwe ali ndi vuto lalikulu malingaliro amawonetsa chiyembekezo cha pamsika ndikuwonjezera kusatsimikizika, ndipo kuchuluka kwa mtengo kumatha kupitiliza mpaka 2025
Malipiro a US Socond amalipiritsa
Mu June 2024, zolipiritsa za Soc (ndalama zolipiridwa ndi omwe ali ndi omwe ali ndi omwe ali ndi omwe ali ndi vuto la China) paulendo wa China, kenako pang'onopang'ono adayamba. Zomwe zakhudzidwa ndi izi, phindu la "kugula chidebe-kugula-shuga-chidebe cha" Mtundu wabizinesi watsika. Zambiri zikuwonetsa kuti ndalama zomwe zili pano zikuchitika.
Chidule cha Misika Yapamwamba yapano
Pamiyezi ingapo yapitayo, zomwe zimachitika mosadukiza mu chidebe chogwiritsira ntchito (chovala) chomwe chimakhala ndi "chosunga-chosatsegula-cholowera" chosawoneka bwino malinga ndi phindu mu Ogasiti. Komabe, pokhazikitsa ndalama zaposachedwa a ndalamazi, zomwe amalonda amapatsidwa mwayi wokhala ndi mwayi wakucha kuti mugwiritse ntchito bwino pamsika.
Mwakutero, amalonda omwe amasankha zogulira ku China ndipo pambuyo pake adazisamutsira ndikugulitsa ku United States kuti akapeze phindu lalikulu, adapatsidwa msika wapano.
Kulimbikitsidwa ndi Kuwonetsera kwa Masters ndi kupenda mitengo yamtengo wapatali kwa miyezi 2-3, yomwe ndi nthawi yoyendetsa bwino yochokera ku China kupita ku US. Pogwirizanitsa ndi mfundozi, kuthekera kwa njira yopambana yokwera kumakula kwambiri.
Dongosolo lomwe likufunsidwa ndikugulitsa zotengera tsopano, kuwatumiza ku US, kenako Ngakhale kuti njirayi ndi yolingalira bwino komanso yopanda chiwopsezo, imakhala ndi lonjezo la atsitsi lalikulu. Kuti izi zipatse bwino, zoseweretsa zimayenera kukhala ndi kumvetsetsa kwakukulu kwa zomwe akuyembekezera pamsika, omwe amathandizidwa ndi deta yolimba.
Pankhaniyi, chidebe cha A-SJ Crader chimawoneka ngati chida chamtengo wapatali, amalonda amazindikira kuti asankhe bwino ndikupanga zovuta za msika wankhani.
Misika 2025: Misika Yoyang'anira ndi Mwayi
Ndi kubwera kwa nsonga ya nyengo ya nyengo, zomwe zimafunikira ku United States zikuyembekezeka kukula. NJIRA YOTHANDIZA Monga Hysun iyenera kulinganiza kutsogolo ndikugula kapena kusamalira zopanga kuti mukonzekere mtengo wamtsogolo kumawonjezeka. Makamaka, amalonda amafunikira chisamaliro chapadera kwa nthawi yomwe akupita ku chikondwerero cha masika 2025, chomwe chimagwirizana ndi kutseguka kwa Trump ndikukhazikitsanso mfundo za mitengo yopanda mitengo.
Mavuto a geopolitical, monga bungwe la US ndipo zinthu zili ku Middle East, zipitiliza kukhudza potumiza anthu padziko lonse lapansi ndipo, titatembenuka, ife tiri ndi mitengo. Hysun imafunikira kumvetsera mwapamwamba kwamphamvu izi kuti zitha kusintha njira yake munthawi yake.
Potengera kusamala ndi mitengo yanyumba, ogulitsa amatha kukumana ndi zinthu zabwino kwambiri ngati mitengo yamtengo wapatali ku China itakhazikika. Komabe, kusintha komwe kumafuna kumatha kubweretsanso zovuta zatsopano. Hysun ayenera kugwiritsa ntchito ukadaulo wake komanso kuwunika kwa msika kuti amvetsetse malonda omwe amachitika ndikusankha zochita. Mwakuwunika kokwanira kumeneku, Hysun kumatha kuneneratu kuti msika wogulitsa ukhale ndi kugula ndi njira zogulira komanso njira zogulitsa kuti muwonjezere phindu.
