GBP Rebounds, Bankin Ingila Ƙananan Ra'ayi akan Tightening

Mustapha Azeez

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A taronsa na watan Satumba, Bankin Ingila ya kada kuri'a 9-0 don ci gaba da sanya darajar Bankin a kashi 0.1. Membobin sun amince da 7-2 don ci gaba da shirin QE a matakin da ya kai na fam biliyan 895. Membobin waje Michael Saunders da Mataimakin Gwamna Dave Ramsden sun ba da shawarar rage yawan kuɗin siyan kadara zuwa fam biliyan 840. Saboda hauhawar farashin makamashi, masu tsara manufofi sun yi gargadin cewa hauhawar farashin kaya na iya tashi sama da kashi 4% zuwa karshen shekara.

Dangane da ci gaban tattalin arziki, babban bankin ya daga hasashen hauhawar farashin kaya amma ya rage hasashen ci gaban na wannan shekarar. Saboda hauhawar hauhawar farashin kaya ya kasance mai dorewa fiye da yadda aka yi hasashe, babban bankin ya yi gargadin cewa zai iya kaiwa +4% y/y zuwa karshen shekara, sakamakon fargabar farashin makamashi. Babban hauhawar farashin tabo da farashin iskar gas mai zuwa nan gaba tun bayan rahoton watan Agusta "Hadarin juyawa ga hasashen hauhawar farashin kayayyaki na MPC daga Afrilu 2022, kuma yana nuna cewa hauhawar farashin CPI na iya kasancewa sama da 4% zuwa 2Q22, duk daidai ne," bisa ga mintuna.

Tun bayan ganawar da ta gabata, da Tattalin arzikin Ingila ya nuna alamun sauki. A taron, Bankin Ingila ya saukar da hasashen ci gaban GDP, yana mai nuni da lamuran samar da kayayyaki a matsayin dalilin jinkirin. A cikin 3Q21, ana tsammanin ci gaban GDP zai kasance +2.1 %, ƙasa daga hasashen da aka yi na +2.9 % da kusan +2.5 % a ƙasa da matakin annoba.

Duk da cewa babban bankin bai daidaita kowane kayan aikin manufofin kuɗi ba, ya aika da ɗan ƙaramin saƙon hawkish. Da farko, membobi biyu, maimakon ɗaya, sun zaɓi rage girman siyan kadara. Na biyu, jami'ai sun yarda da hakan "Wasu ci gaban da aka samu a tsakanin lokacin da alama sun ƙarfafa wannan takaddama [na tsaurara], duk da cewa akwai rashin tabbas." a cewar rahoton. Bayan labarai, GBPUSD ya sake komawa zuwa kwana uku na 1.3711, yana nuna cewa kasuwa tana fassara shi azaman siginar hawkish.

GBP ya sake komawa kan Bankin Ingila Hawkish Surprise

Sterling ya murmure sosai bayan mambobi biyu na BoE MPC sun kada kuri'ar amincewa da tapering. Abubuwan da suka faru kwanan nan sun ƙara ƙarfafa shari'ar don ƙara ƙarfi. Kudin kayan masarufi ma sun yi firgici sakamakon karamar farfadowar kasuwar hannayen jari.

Yen, Swiss Franc, da Dollar, a gefe guda, sun raunana yayin da yanayin haɗarin ya inganta. Koyaya, Pound ya ci gaba da kasancewa mafi ƙarancin kuɗi a wannan makon, yayin da Swiss Franc ya kasance mafi ƙarfi.

Rikicin GBP/USD na ƙaramin shinge a 1.3691 yana nuna cewa raguwa daga 1.3912 ya ƙare, kuma ana iya tsammanin haɓaka mafi girma don sake gwada wannan matakin. Hakanan, raunin 150.80 ƙaramin juriya a cikin GBP/JPY yana hasashen babban ci gaba zuwa juriya na 152.82. Tambaya mai mahimmanci zata kasance idan EUR/GBP zai iya karya ta 0.8499 kuma gwada matakin 0.8448. Gabaɗaya, Sterling ya bayyana yana kan gyara.

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Mustapha Azeez

Azeez Mustapha ƙwararre ne na kasuwanci, manazarcin kuɗi, masanin sigina, da manajan kuɗi tare da ƙwarewa sama da shekaru goma a cikin harkar kuɗi. A matsayin mai rubutun ra'ayin yanar gizo da marubucin kuɗi, yana taimaka wa masu saka jari su fahimci ƙaƙƙarfan dabarun kuɗi, haɓaka ƙwarewar saka hannun jari, da koyon yadda ake sarrafa kuɗin su.

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