Elinye lamaziko ezezimali aphambili kwihlabathi, iDeutsche Bank AG – ibhanki yotyalo-mali yamazwe ngamazwe yaseJamani kunye nenkampani yeenkonzo zezimali ekomkhulu eFrankfurt, eJamani, ikhuphe isilumkiso malunga nokunyuka okunokwenzeka kwintlekele yokuzithemba ejikeleze idola yaseMelika.
Isilumkiso sikaDeutsche Bank siza emva kokuba uMongameli wase-US uDonald Trump ebhengeze iirhafu ezinkulu zengubo entsha, eziye zangazinzanga iimarike zezimali kunye nokunyusa inkxalabo malunga nemfazwe yorhwebo yehlabathi.
Kunxibelelwano kubathengi bebhanki, uGeorge Saravelos, intloko yehlabathi jikelele yophando lotshintshiselwano lwangaphandle kwiziko lebhanki laseJamani, ubonise ukuba utshintsho olubalulekileyo ekuphumeni kweenkunzi kunokukhokelela ekungazinzini kweemarike zemali.
Kule veki, idola yaseMelika ifumene ukwehla okubonakalayo, yehla ngaphezulu kwe-1.5% ngokuchasene ne-euro kunye ne-yen yaseJapan, kwaye ngaphezulu kwe-1% ngokuchasene neponti yaseBritane. Oku kuhla kulandela isibhengezo sikaMongameli uTrump soluhlu lweerhafu, oluya kusuka kwi-10% ukuya kwi-50% kuluhlu olubanzi lwezinto ezisuka kumazwe angaphandle. Inkxalabo ekhulayo malunga nemfazwe yorhwebo yehlabathi enokubakho ikhokelele ekubeni abatyali-zimali bajike kwii-asethi ezikhuselekileyo.
"Umyalezo wethu jikelele kukuba kukho umngcipheko wokuba utshintsho olukhulu kwi-capital flow allocation luthatha kwizinto ezisisiseko zemali kwaye iFX ihamba ibe yinto engafanelekanga," kusho uMnu. Saravelos.
USaravelos ulumkise ukuba ukwehla okuqhubekayo kokuthembela kwidola kunokukhokelela kwiimpembelelo ezibalulekileyo, ngakumbi kwi-eurozone, ukudala ubunzima kwi-European Central Bank (ECB).
"Into yokugqibela i-ECB ifuna ukutshitshiswa kwangaphandle kwe-disinflationary kwilahleko kwi-dollar yokuzithemba kunye nokuxabisa okubukhali kwi-euro phezu kweentlawulo," igosa likaDeutsche Bank longezelela.
I-European Central Bank (ECB) ivakalise uloyiko lokuba amanyathelo okurhweba aphunyezwe yi-United States anokuthintela intsebenziswano yezoqoqosho lwehlabathi, ukudodobalisa okulindelweyo kokunyuka kwamaxabiso, kwaye kufuneke uhlengahlengiso kumgaqo-nkqubo wezemali.
Impembelelo yoluhlu lweerhafu iye yakhawuleza. Iimarike zesitokhwe zehlabathi ziye zafumana ukwehla okukhulu, amaxabiso eoli awile, kwaye izivuno zebhondi ziye zancipha njengoko abatyali-mali belungiselela ukwehla okunokwenzeka kokukhula koqoqosho. Ngokwahlukileyo koko, ii-asethi ezijongwa njengeendawo ezikhuselekileyo—ezifana negolide, iibhanti zaseJamani, neSwiss franc—zibone ukwanda kwemfuno.
Amanye amaqumrhu emali, aquka iJPMorgan kunye neFitch, akhuphe izilumkiso ezithelekisekayo, eqikelela ukuba imirhumo ingakhokelela ekuncitshisweni kokukhula kweGDP ye-US ukuya kuthi ga kwi-1.5% kwaye mhlawumbi ityhale uqoqosho olukhulu ekudodobaleni koqoqosho.
