Nguva pfupi yadarika, kudonha kwakanyanya kwekudiwa kweUS kunze kwenyika kwakonzera kusagadzikana muindasitiri iyi.Kune rimwe divi, kune hukuru hwekumashure hwezvinhu, uye zvitoro zvikuru zvedhipatimendi muUnited States zvinomanikidzwa kutanga "hondo yekubvisa" kukurudzira simba rekutenga, asi huwandu hwezvinhu hwakakwira se10 bhiriyoni yuan huchiri kuita kuti vatengesi vanyunyute. .Kune rimwe divi, huwandu hwemidziyo yemugungwa yeUS ichangobva kunyura kupfuura 30% kusvika kumwedzi gumi nemasere.
Vanorasikirwa zvikuru vachiri vatengi, avo vanofanira kubhadhara mitengo yakakwira uye kusimbisa mabhanhire echiuno kuti vawedzere mari yavo yekuchengetedza kuti vagadzirire maonero ehupfumi asina tariro.Vanoongorora vanotenda kuti izvi zvine chekuita nekutanga kweFed yekukwira kwemhindu, izvo zvinoisa kudzvanywa pakudyara kweUS uye kushandiswa, asi kana mutengo wepasi rose wekutengesa uye inflation centre ichizokwira zvakanyanya kunofanirwa kutariswa.
Vaongorori vanoti kusarira kumashure kwezvinhu zvekutengesa zveUS kuchawedzera kudzikisira kudiwa kweUS kunze kwenyika.Zvinoenderana neazvino data yakaburitswa nevatengesi vakuru vekuUS nguva pfupi yadarika, Costco's heventory kubva muna Chivabvu 8 yaive yakakwira kusvika 17.623 bhiriyoni emadhora ekuAmerica, kuwedzera kwepagore kwe26%.Inventory paMacy's yakakwira 17% kubva gore rapfuura, uye huwandu hweWalmart kuzadzikiswa nzvimbo hwakakwira 32%.Sachigaro wemugadziri wefenicha yepamusoro-soro kuNorth America akabvuma kuti nhamba yemagetsi muUnited States yakawandisa, uye vatengi vefenicha vanoderedza kutenga neanopfuura 40%.Vamwe vakuru vakuru vekambani vakati vaizobvisa yakawandisa kuburikidza nekutapudzira uye kukwidziridzwa, kudzima maodha ekutenga mhiri kwemakungwa, nezvimwe.
Chikonzero chakananga chechiitiko chiri pamusoro apa ndechekukwira kwemitengo.Dzimwe nyanzvi dzehupfumi dzeUS dzakagara dzichifungidzira kuti vatengi vachasangana ne“inflation peak”pakarepo mushure mokunge Federal Reserve inotanga kutenderera kwayo kukwidza kutenderera.
Chen Jiali, muongorori mukuru weEverbright Securities, akataura kuti kushandiswa kweUS kuchiri kusimba, asi mwero wekuchengetedza wega wadonha kusvika ku4.4% muna Kubvumbi, iyo yakaderera kubva muna Nyamavhuvhu 2009. Zvinoreva kuti mumamiriro ekukwira kwemitengo, mhuri. mashandisirwo emari anokura nekukurumidza kupfuura mari yaanowana, izvo zvinoita kuti vagari vamanikidzwe kubvisa mari yavo yekutanga.
Zvinoenderana neazvino data yakaburitswa neFederal Reserve, chiyero chekukura kwemutengo munzvimbo zhinji dzeUnited States "chakasimba".Iyo mugadziri mutengo index (PPI) yakakura nekukurumidza kupfuura iyo mutengi mutengo index (CPI).Inenge hafu yematunhu yakashuma kuti makambani akakwanisa kupfuudza mari yakakwirira kune vatengi;mamwe matunhu akataurawo kuti "akashorwa nevatengi", se "kuderedza kutenga"., kana kuitsiva nemhando yakachipa" nezvimwe.
Cheng Shi, mukuru wezvehupfumi weICBC International, akati kwete chete kuti inflation yeUS haina kuderera zvakanyanya, asi kuwedzera kwechipiri kwakasimbiswa.Pakutanga, US CPI yakasimuka 8.6% gore negore muna May, ichiputsa hutsva hutsva.Inflation inflation muUnited States yatanga kusimuka kubva mukusundidzira mitengo yezvinhu kuenda ku "mubhadharo-mutengo" spiral, uye kusaenzana kwakawedzera pakati pekupa uye kudiwa mumusika wevashandi kuchasimudza chikamu chechipiri chekukwira kwemitengo muUnited States. .Panguva imwecheteyo, kukura kwehupfumi hweUnited States muchikamu chekutanga kwaive kushoma pane zvaitarisirwa, uye kudzoreredza kwehupfumi chaihwo kwakaderera.Kubva kudivi rekuda, pasi pekumanikidzwa kwekuwedzera kwemitengo, chivimbo chekushandisa wega chakaramba chichiderera.Nepamusoro pekushandiswa kwesimba muzhizha uye kukwira kwemitengo kusiri kukwira mukati menguva pfupi, zvingave zvakaoma kuUS kusatya kwevatengi kukurumidza kupora.
Muchokwadi, iyo spillover mhedzisiro yekukwira kwemitengo yakakwira uye yakawandisa inflation inofanirwa kutariswa zvakanyanya.Cheng Shi akaenderera mberi akataura kuti nekuwedzera, kuchine kusavimbika kukuru munjodzi dzekunze dzezvematongerwo enyika, izvo zvisingazongokanganisa mitengo yezvinhu zvakakosha uye kukwidza kukwira kwemitengo, asiwo kunowedzera kuchengetedzwa kwekutengeserana, kushatisa nharaunda yekutengeserana kwenyika, uye kukanganisa. mamiriro ekutengeserana pasi rose.Iyo yepasi rose maindasitiri cheni uye cheni yekugovera iri mushe, ichiwedzera mitengo yekutengeserana uye ichiwedzera kusimudza pakati pekukwira kwemitengo.
Kutengeswa kwemuContainerized kuUS kwadzikira nezvikamu zvinopfuura makumi matatu nenhanhatu kubva muzana kubva muna Chivabvu 24, nekudiwa kweUS kwezvinhu kubva kunyika dzepasirese kuri kudzikira.Cheng Shi akataura kuti ongororo yakaburitswa neABC muna Chikumi yakaratidza kuti vazhinji vakapindura havana kugutsikana nehurongwa hwehupfumi hwaBiden kubva paakatora chigaro, 71% yevakabvunzwa havana kugutsikana nekuedza kwaBiden kumisa inflation, uye vanopfuura hafu yevakabvunzwa vakatenda. kuti Inflation uye nyaya dzehupfumi zvakakosha zvakanyanya.
Kupedzisa, Chen Jiali anotenda kuti njodzi yekuderera kwehupfumi hweUS iri kuwedzera, uye inochengetedza pamaonero ehupfumi hwese.Mukuru weJPMorgan Chase, Jamie Dimon, akatoyambira kuti mazuva ari mberi achave "akasviba," achiyambira vanoongorora uye vanoisa mari kuti "vagadzirire" shanduko.
Nguva yekutumira: Jul-06-2022