{"id":59363,"date":"2024-08-06T00:42:17","date_gmt":"2024-08-05T22:42:17","guid":{"rendered":"https:\/\/www.infokuryr.cz\/n\/?p=59363"},"modified":"2024-08-05T19:23:55","modified_gmt":"2024-08-05T17:23:55","slug":"zhrouceni-globalniho-trhu-co-potrebujete-vedet","status":"publish","type":"post","link":"https:\/\/www.infokuryr.cz\/n\/2024\/08\/06\/zhrouceni-globalniho-trhu-co-potrebujete-vedet\/","title":{"rendered":"Zhroucen\u00ed glob\u00e1ln\u00edho trhu: Co pot\u0159ebujete v\u011bd\u011bt"},"content":{"rendered":"
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Japonsk\u00fd Nikkei m\u011bl v pond\u011bl\u00ed nejhor\u0161\u00ed den od roku 1987, ostatn\u00ed asijsk\u00e9 trhy klesaly a evropsk\u00e9 akcie se bl\u00ed\u017eily k \u0161estim\u011bs\u00ed\u010dn\u00edm minim\u016fm<\/strong><\/span><\/p>\n

Akciov\u00e9 trhy po cel\u00e9m sv\u011bt\u011b se v pond\u011bl\u00ed propadly a akcie klesaly kv\u016fli obav\u00e1m, \u017ee by USA mohly sm\u011b\u0159ovat k recesi, co\u017e investory tla\u010d\u00ed do re\u017eimu panick\u00e9ho prodeje. Japonsk\u00fd Nikkei vede v\u00fdprodeje s poklesem o 12,4 %, co\u017e je nejhor\u0161\u00ed den od krachu \u010cern\u00e9ho pond\u011bl\u00ed v roce 1987.<\/span><\/p>\n

Situace se za\u010dala vyv\u00edjet minul\u00fd t\u00fdden pot\u00e9, co USA zve\u0159ejnily zpr\u00e1vu ukazuj\u00edc\u00ed slab\u0161\u00ed ne\u017e o\u010dek\u00e1van\u00e9 \u00fadaje o zam\u011bstnanosti. Ekonomov\u00e9 tvrd\u00ed, \u017ee propad odr\u00e1\u017eel prohlubuj\u00edc\u00ed se obavy o celkov\u00fd stav americk\u00e9 ekonomiky. Wall Street v p\u00e1tek prudce zav\u0159ela, technologicky n\u00e1ro\u010dn\u00fd Nasdaq Composite upadl do korekce, p\u0159i\u010dem\u017e pokles pokra\u010doval i v pond\u011bl\u00ed.<\/span><\/p>\n

Asijsk\u00e9 trhy propadaj\u00ed<\/strong><\/span><\/p>\n

Japonsk\u00fd srovn\u00e1vac\u00ed index Nikkei 225 vedl glob\u00e1ln\u00ed zhroucen\u00ed se svou nejv\u011bt\u0161\u00ed jednodenn\u00ed ztr\u00e1tou v pond\u011bl\u00ed, kdy\u017e se propadl o 12,4 %. Analytici p\u0159ipisuj\u00ed pokles \u00fadaj\u016fm o pracovn\u00edch m\u00edstech v USA a rostouc\u00edmu jenu. Rozsah ztr\u00e1t znamenal pro index nejhor\u0161\u00ed den od krachu \u010cern\u00e9ho pond\u011bl\u00ed v roce 1987. Index cen akci\u00ed v Tokiu (Topix) v pond\u011bl\u00ed rovn\u011b\u017e klesl o 12,23 %.<\/span><\/p>\n

Jen v pond\u011bl\u00ed v\u016f\u010di americk\u00e9mu dolaru pos\u00edlil na 142,67 z p\u00e1te\u010dn\u00edch 146,45, co\u017e p\u0159edstavuje \u00farove\u0148, kter\u00e1 nebyla zaznamen\u00e1na od ledna. Siln\u011bj\u0161\u00ed jen je pova\u017eov\u00e1n za negativn\u00ed faktor pro japonsk\u00e9 v\u00fdvozce.<\/span><\/p>\n

P\u0159epad se projevil i na dal\u0161\u00edch asijsk\u00fdch trz\u00edch, kdy jihokorejsk\u00fd akciov\u00fd index KOSPI klesl o 8,8 % v d\u016fsledku propadu technologick\u00fdch akci\u00ed, co\u017e znamenalo nejhor\u0161\u00ed obchodn\u00ed seanci od sv\u011btov\u00e9 finan\u010dn\u00ed krize v roce 2008. Uprost\u0159ed strm\u00fdch pokles\u016f bylo obchodov\u00e1n\u00ed na kr\u00e1tkou dobu zastaveno. \u010das v Japonsku a Ji\u017en\u00ed Koreji. Rychl\u00fd v\u00fdprodej spustil poprv\u00e9 od b\u0159ezna 2020 jisti\u010de \u2013 kter\u00e9 pozastavuj\u00ed obchodov\u00e1n\u00ed kv\u016fli siln\u00e9 volatilit\u011b.<\/span><\/p>\n

O v\u00edce ne\u017e 8 % v pond\u011bl\u00ed klesly i akcie na Tchaj-wanu. Benchmarky indick\u00e9ho akciov\u00e9ho trhu \u2013 Sensex a Nifty 50 \u2013 klesly o v\u00edce ne\u017e 3 %. Index MSCI World asijsko-pacifick\u00fdch akci\u00ed mimo Japonsko klesl o 4,2 %.<\/span><\/p>\n

Siln\u011bj\u0161\u00ed jen spustil dominov\u00fd efekt a spustil glob\u00e1ln\u00ed uvoln\u011bn\u00ed carry trade, obchodn\u00ed strategie, ve kter\u00e9 si investor p\u016fj\u010duje pen\u00edze od zem\u011b s n\u00edzk\u00fdmi \u00farokov\u00fdmi sazbami prost\u0159ednictv\u00edm slab\u0161\u00ed m\u011bny a reinvestuje pen\u00edze do aktiv jin\u00e9 zem\u011b, co\u017e d\u00e1v\u00e1 vy\u0161\u0161\u00ed m\u00edra n\u00e1vratnosti.<\/span><\/p>\n

Objem z\u00e1sob glob\u00e1ln\u011b expanduje<\/strong><\/span><\/p>\n

Obavy ze slabosti americk\u00e9 ekonomiky a volatiln\u00edch trh\u016f se roz\u0161\u00ed\u0159ily po cel\u00e9m sv\u011bt\u011b. V\u0161echny hlavn\u00ed evropsk\u00e9 akciov\u00e9 trhy za\u010daly v pond\u011bl\u00ed poklesem a akcie ve v\u0161ech sektorech se propadly na t\u00e9m\u011b\u0159 \u0161estim\u011bs\u00ed\u010dn\u00ed minima.<\/span><\/p>\n

Panevropsk\u00fd srovn\u00e1vac\u00ed index STOXX 600 klesl v \u010dasn\u00e9m rann\u00edm obchodov\u00e1n\u00ed o v\u00edce ne\u017e 3 %. Francouzsk\u00fd srovn\u00e1vac\u00ed index CAC 40 klesl o 2,78 %, \u0161pan\u011blsk\u00fd IBEX klesl o 2,8 %, n\u011bmeck\u00fd DAX se propadl o 2,2 %, zat\u00edmco britsk\u00fd FTSE 100 v pond\u011bl\u00ed r\u00e1no ztratil 2,17 %.<\/span><\/p>\n

S&P\/ASX 200 v Austr\u00e1lii se propadl o 12,8 %.<\/span><\/p>\n

Na kryptotrhy pronikaj\u00ed burzovn\u00ed turbulence<\/strong><\/span><\/p>\n

Glob\u00e1ln\u00ed turbulence se roz\u0161\u00ed\u0159ily i na kryptotrh, p\u0159i\u010dem\u017e cena bitcoinu v pond\u011bl\u00ed poprv\u00e9 od \u00fanora klesla o v\u00edce ne\u017e 17 % pod 50 000 USD. Na za\u010d\u00e1tku obchodov\u00e1n\u00ed se dotkla minima 49 351 USD, a i kdy\u017e se odrazila zp\u011bt nad hranici 50 000 USD, byla za den st\u00e1le o 13 % ni\u017e\u0161\u00ed. Cena Etheru, dal\u0161\u00ed kryptom\u011bny, tak\u00e9 klesla t\u00e9m\u011b\u0159 o 17 % na 2 200 USD.<\/span><\/p>\n

Co spustilo zhroucen\u00ed<\/strong><\/span><\/p>\n

Ekonomick\u00e1 data USA byla n\u011bkolik m\u011bs\u00edc\u016f pod o\u010dek\u00e1v\u00e1n\u00edm, zejm\u00e9na v \u010dervenci. Podle \u010dervencov\u00e9 zpr\u00e1vy o mzd\u00e1ch, kterou v p\u00e1tek zve\u0159ejnil \u00da\u0159ad pro statistiku pr\u00e1ce, zem\u011b zaznamenala neo\u010dek\u00e1van\u00fd n\u00e1r\u016fst m\u00edry nezam\u011bstnanosti. Ekonomika vytvo\u0159ila minul\u00fd m\u011bs\u00edc pouh\u00fdch 114 000 pracovn\u00edch m\u00edst, co\u017e je mnohem m\u00e9n\u011b, ne\u017e ekonomov\u00e9 odhaduj\u00ed 175 000 pracovn\u00edch m\u00edst. M\u00edra nezam\u011bstnanosti stoupla na 4,3 % ze 4,1 %.<\/span><\/p>\n

\u201eSc\u00e9n\u00e1\u0159 vy\u0161\u0161\u00ed nezam\u011bstnanosti omezuj\u00edc\u00ed v\u00fddaje a dal\u0161\u00ed omezov\u00e1n\u00ed n\u00e1boru a p\u0159\u00edjm\u016f a ekonomick\u00e9 aktivity vedouc\u00ed k recesi je zde ob\u00e1van\u00fdm sc\u00e9n\u00e1\u0159em,\u201c<\/span><\/em>\u00a0uvedl ve zpr\u00e1v\u011b Tan Boon Heng z Mizuho Bank v Singapuru.<\/span><\/p>\n

Krom\u011b toho nejnov\u011bj\u0161\u00ed \u00fadaje z Institutu pro \u0159\u00edzen\u00ed z\u00e1sob odhalily, \u017ee v\u00fdrobn\u00ed aktivita ve Spojen\u00fdch st\u00e1tech v \u010dervenci oproti p\u0159edchoz\u00edmu m\u011bs\u00edci klesla, co\u017e znamen\u00e1 \u010dtvrt\u00fd m\u011bs\u00edc poklesu za sebou.<\/span><\/p>\n

To vedlo k tomu, \u017ee trhy vsadily na to, \u017ee Feder\u00e1ln\u00ed rezervn\u00ed syst\u00e9m v z\u00e1\u0159\u00ed sn\u00ed\u017e\u00ed sazby o cel\u00fdch 50 bazick\u00fdch bod\u016f, co\u017e mezi ekonomy vyvolalo debatu o celkov\u00e9m zdrav\u00ed americk\u00e9 ekonomiky s jej\u00edm obrovsk\u00fdm vlivem na glob\u00e1ln\u00ed finan\u010dn\u00ed trhy.<\/span><\/p>\n

Dopad na Rusko<\/strong><\/span><\/p>\n

Rusk\u00fd akciov\u00fd trh za\u010dal t\u00fdden n\u00ed\u017ee v reakci na glob\u00e1ln\u00ed finan\u010dn\u00ed kolaps. Jak index MOEX denominovan\u00fd v rublech, tak i dolarov\u00fd index RTS ztratily b\u011bhem pond\u011bln\u00edho rann\u00edho obchodov\u00e1n\u00ed n\u011bco m\u00e1lo p\u0159es 2 %. Finan\u010dn\u00ed analytici z\u00e1rove\u0148 pochybuj\u00ed, \u017ee glob\u00e1ln\u00ed v\u00fdprodej akci\u00ed bude m\u00edt na rusk\u00fd trh p\u0159etrv\u00e1vaj\u00edc\u00ed dopady, p\u0159i\u010dem\u017e sankce funguj\u00ed jako \u0161t\u00edt. Po odd\u011blen\u00ed od mezin\u00e1rodn\u00edch kapit\u00e1lov\u00fdch trh\u016f jsou rusk\u00e9 akcie z\u00e1visl\u00e9 na dom\u00e1c\u00ed popt\u00e1vce s omezen\u00fdm vlivem zven\u010d\u00ed, \u0159\u00edkaj\u00ed odborn\u00edci.<\/span><\/p>\n

Co bude d\u00e1l? O\u010dek\u00e1v\u00e1n\u00ed investor\u016f<\/strong><\/span><\/p>\n

Zat\u00edmco ekonomov\u00e9 po cel\u00e9m sv\u011bt\u011b v\u011b\u0159\u00ed, \u017ee pokles trhu odr\u00e1\u017e\u00ed rostouc\u00ed obavy ze slab\u0161\u00ed ekonomiky USA, tvrd\u00ed, \u017ee extrapolace nejnov\u011bj\u0161\u00edch \u00fadaj\u016f o pracovn\u00edch m\u00edstech by mohla b\u00fdt p\u0159ehnanou reakc\u00ed, proto\u017ee se jedn\u00e1 pouze o jednom\u011bs\u00ed\u010dn\u00ed \u00fadaje. Obavy o zdrav\u00ed nejv\u011bt\u0161\u00ed sv\u011btov\u00e9 ekonomiky a riziko vojensk\u00e9 eskalace na Bl\u00edzk\u00e9m v\u00fdchod\u011b p\u0159i rostouc\u00edm nap\u011bt\u00ed mezi Izraelem a \u00cdr\u00e1nem z\u00e1rove\u0148 vytv\u00e1\u0159ej\u00ed dal\u0161\u00ed tlak na trh.<\/span><\/p>\n

\u201eCenu ovliv\u0148uj\u00ed dv\u011b v\u011bci, jedna je riziko recese a to je hlavn\u00ed obava, ale krom\u011b toho je tu trochu \u00fazkosti kolem geopolitiky a o\u010dek\u00e1van\u00e9 odvety ze strany \u00cdr\u00e1nu a Hizball\u00e1hu po izraelsk\u00fdch \u00faderech,\u201c \u0159ekl<\/span><\/em>\u00a0Samy Chaar. Agentu\u0159e Reuters to \u0159ekl hlavn\u00ed ekonom spole\u010dnosti Lombard Odier.<\/span><\/p>\n

Ekonomov\u00e9 neo\u010dek\u00e1vaj\u00ed, \u017ee by se trhy zhroutily, i kdy\u017e neo\u010dek\u00e1vaj\u00ed, \u017ee se rychle odraz\u00ed v d\u016fsledku oslaben\u00ed americk\u00e9 Big Tech a pokra\u010duj\u00edc\u00edho nap\u011bt\u00ed na Bl\u00edzk\u00e9m v\u00fdchod\u011b.<\/span><\/p>\n

\"\"<\/p>\n

 <\/p>\n","protected":false},"excerpt":{"rendered":"

Japonsk\u00fd Nikkei m\u011bl v pond\u011bl\u00ed nejhor\u0161\u00ed den od roku 1987, ostatn\u00ed asijsk\u00e9 trhy klesaly a…<\/p>\n","protected":false},"author":2,"featured_media":59364,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[7],"tags":[747,45,2888,1472],"_links":{"self":[{"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/posts\/59363"}],"collection":[{"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/comments?post=59363"}],"version-history":[{"count":0,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/posts\/59363\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/media\/59364"}],"wp:attachment":[{"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/media?parent=59363"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/categories?post=59363"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/tags?post=59363"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}