Haufinyane tjena, ho theoha ho hoholo ha tlhokeho ea kantle ho naha ea Amerika ho bakile pherekano indastering.Ka lehlakoreng le leng, ho na le tšitiso e kholo ea thepa, 'me mabenkele a maholo a United States a qobelloa ho qala "ntoa ea theolelo" ho matlafatsa matla a ho reka, empa palo ea thepa e ka holimo ho li-yuan tse limilione tse likete tse 10 e ntse e etsa hore barekisi ba tletlebe. .Ka lehlakoreng le leng, palo ea lijana tsa leoatleng tsa US e sa tsoa theohela ho feta 30% ho ea tlase ho likhoeli tse 18.
Ba lahlehetsoeng haholo ke bareki, ba tlamehang ho lefa litheko tse phahameng le ho tiisa maqhama a bona ho eketsa chelete eo ba e bolokileng ho itokisetsa pono e fokolang ea moruo.Bahlahlobisisi ba lumela hore sena se amana le qaleho ea Fed ea potoloho ea phaello ea phaello, e behang khatello ho lichelete tsa US le tšebeliso ea chelete, empa hore na litšenyehelo tsa khoebo ea lefats'e le setsi sa theko ea lichelete li tla nyoloha ka ho eketsehileng ke habohlokoa ho ela hloko.
Bahlahlobisisi ba tiisa hore tšubuhlellano ea lethathamo la thepa ea US e tla fokotsa le ho feta tlhokeho ea kantle ho naha ea US.Ho ea ka lintlha tsa morao-rao tse lokollotsoeng ke barekisi ba kholo ba US haufinyane tjena, thepa ea Costco ho tloha ka la 8 May e ne e le holimo ho liranta tse limilione tse likete tse 17.623 tsa US, keketseho ea selemo le selemo ea 26%.Inventory ho Macy's e nyolohile ka 17% ho tloha selemong se fetileng, mme palo ea litsi tsa phethahatso ea Walmart e ne e nyolohile ka 32%.Molula-setulo oa moetsi oa thepa ea maemo a holimo Amerika Leboea o lumetse hore thepa ea thepa ea thepa United States e phahame haholo, ’me bareki ba thepa ea ka tlung ba fokotsa ho reka ka ho feta 40%.Baokameli ba bang ba bangata ba lik'hamphani ba itse ba tla tlosa lethathamo le feteletseng ka litheolelo le lipapatso, ho hlakoloa ha liodara tsa ho reka mose ho maoatle, joalo-joalo.
Lebaka le tobileng ka ho fetisisa la ketsahalo e ka holimo ke boemo bo phahameng ba theko ea lichelete.Litsebi tse ling tsa moruo tsa US ke khale li nahana hore bareki ba tla ba le phihlelo ea“tlhoro ea theko”hang ka mor'a hore Federal Reserve e qale potoloho ea eona ea phaello ea phaello.
Chen Jiali, mofuputsi oa macro ho Everbright Securities, o boletse hore tšebeliso ea US e ntse e le matla, empa tekanyo ea polokelo ea botho e theohetse ho 4.4% ka April, e leng boemo bo tlaase ka ho fetisisa ho tloha ka August 2009. Ho bolela hore boemong ba theko e phahameng ea lichelete, malapa tšebeliso ea chelete e hola ka potlako ho feta chelete e kenang, e leng se etsang hore baahi ba qobelloe ho hula chelete eo ba e bolokileng kapele.
Ho ea ka lintlha tsa morao-rao tse lokollotsoeng ke Federal Reserve, sekhahla sa kholo ea theko likarolong tse ngata tsa United States ke "matla".Lenane la litheko tsa bahlahisi (PPI) le holile ka potlako ho feta index ea theko ea bareki (CPI).Hoo e ka bang halofo ea libaka e tlalehile hore lik'hamphani li khonne ho fetisetsa litšenyehelo tse phahameng ho bareki;libaka tse ling li boetse li bontšitse hore li "hanyelitsoe ke bareki", joalo ka "ho fokotsa theko"., kapa sebakeng sa eona ka lebitso la theko e tlase" joalo-joalo.
Cheng Shi, setsebi se ka sehloohong sa moruo sa ICBC International, o boletse hore ha se feela hore boemo ba theko ea Amerika ha bo theohe haholo, empa le inflation ea bobeli e netefalitsoe.Pejana, US CPI e ile ea phahama 8.6% selemo le selemo ka May, ea senya boemo bo bocha.Matšeliso a inflation United States a se a qalile ho tloha ho sututsa litheko tsa thepa ho ea ho "moputso-theko" spiral, mme ho se leka-lekane ho matla lipakeng tsa phepelo le tlhokeho 'marakeng oa basebetsi ho tla phahamisa lebelo la bobeli la litebello tsa inflation United States. .Ka nako e ts'oanang, kholo ea moruo oa Amerika karolong ea pele e ne e le tlase ho feta kamoo ho neng ho lebeletsoe kateng, 'me ho tsosolosoa ha moruo oa sebele ho ile ha fokotseha.Ho tloha lehlakoreng la tlhokahalo, tlas'a khatello ea theko e phahameng ea lichelete, tšepo ea tšebeliso ea poraefete e 'nile ea tsoela pele ho theoha.Ka tlhōrō ea tšebeliso ea matla hlabula le ho phahama ha litheko ho sa phahame ka nako e khuts'oane, ho ka ba thata ho ts'epo ea bareki ba US ho hlaphoheloa kapele.
Ha e le hantle, liphello tsa spillover tsa inflation e phahameng le lihlahisoa tse nang le thepa e ngata li lokeloa ke tlhokomelo e eketsehileng.Cheng Shi o ile a boela a bontša hore ho phaella moo, ho ntse ho e-na le lipelaelo tse kholo likotsing tsa ka ntle tsa lipolotiki, tse ke keng tsa ama ka ho toba feela litheko tsa thepa e amehang le ho nyolla holimo ka kakaretso, empa hape ho matlafatsa ts'ireletso ea khoebo, ho mpefatsa tikoloho ea khoebo ea lefats'e, le ho senya. tikoloho ea khoebo ea lefats'e.Letoto la liindasteri tsa lefats'e le ketane ea phepelo li thella, li eketsa litšenyehelo tsa khoebo le ho phahamisa setsi sa inflation.
Theko ea thepa e tsoang kantle ho naha ho ea Amerika e theohile ka liperesente tse fetang 36 ho tloha ka la 24 Mots'eanong, ha tlhoko ea Amerika ea thepa e tsoang kantle ho naha e ntse e putlama.Cheng Shi o supile hore phuputso e lokollotsoeng ke ABC ka Phuptjane e bonts'itse hore boholo ba ba arabelitsoeng ba ne ba sa khotsofala ke maano a moruo a Biden ho tloha ha a kena setulong, 71% ea ba arabelitsoeng ba ne ba sa khotsofala ke boiteko ba Biden ba ho fokotsa inflation, mme ba fetang halofo ea ba arabelitsoeng ba lumela. hore Inflation le litaba tsa moruo li bohlokoa haholo.
Ho akaretsa, Chen Jiali o lumela hore kotsi ea ho putlama ha moruo oa Amerika e ntse e phahama, 'me e tsitsitse ponong ea moruo ka kakaretso.Mookameli oa JPMorgan Chase Jamie Dimon o bile a lemosa hore matsatsi a tlang a tla ba "lefifi," a eletsa bahlahlobisisi le batseteli ho "itokisetsa" liphetoho.
Nako ea poso: Jul-06-2022