Septembris finan\u0161u tirgos bija sezonai nerakstur\u012bgi sp\u0113c\u012bgs. Daudzos re\u0123ionos pieauga akciju un citu riskantu akt\u012bvu v\u0113rt\u012bba, savuk\u0101rt ilgtermi\u0146a procentu likmes stabiliz\u0113j\u0101s vai pat samazin\u0101j\u0101s.<\/p>\n
Centr\u0101l\u0101s bankas nesag\u0101d\u0101ja nek\u0101dus p\u0101rsteigumus: Eiropas Centr\u0101l\u0101 banka (ECB) saglab\u0101ja nemain\u012bgas procentu likmes, savuk\u0101rt ASV Feder\u0101lo rezervju sist\u0113ma (FED) samazin\u0101ja likmes par 25 b\u0101zes punktiem. ASV prezidents Donalds Tramps turpin\u0101ja virz\u012bt ekonomikas politiku, izmantojot tarifus, un pazi\u0146oja par pl\u0101niem noteikt jaunus nodok\u013cus patent\u0113t\u0101m z\u0101l\u0113m. Septembr\u012b ar\u012b ASV S&P un citi akciju indeksi, zelta un sudraba cenas sasniedza jaunus rekordaugstus r\u0101d\u012bt\u0101jus.<\/p>\n
Monet\u0101r\u0101 politika un tarifi<\/p>\n
ECB septembr\u012b nemain\u012bja procentu likmes un nor\u0101d\u012bja uz piesardz\u012bgu perspekt\u012bvu. K\u0101 bija gaid\u012bts, FED samazin\u0101ja likmes par 25 b\u0101zes punktiem.<\/p>\n
Infl\u0101cija joproj\u0101m ir izaicin\u0101jums FED, kam j\u0101pan\u0101k l\u012bdzsvars starp darba tirgus pal\u0113nin\u0101\u0161anos un notur\u012bgu infl\u0101ciju. FED locekle Beta Hammaka nor\u0101d\u012bja, ka ASV centr\u0101l\u0101 banka jau vair\u0101k nek\u0101 \u010detrus gadus nesp\u0113j sasniegt 2% infl\u0101cijas m\u0113r\u0137i un, iesp\u0113jams, to neizdosies sasniegt l\u012bdz pat 2028. gadam. Notur\u012bg\u0101 infl\u0101cija un investoru sar\u016bko\u0161\u0101 uztic\u012bba monet\u0101rajai sist\u0113mai jau otro m\u0113nesi p\u0113c k\u0101rtas ir strauji paaugstin\u0101jusi zelta un sudraba cenas. Kop\u0161 gada s\u0101kuma zelta un sudraba cenas eiro ir pieaugu\u0161as attiec\u012bgi par 30% un 42%, p\u0101rsp\u0113jot Bitcoin v\u0113rt\u012bbas k\u0101pumu par 8 %.<\/p>\n
Septembra beig\u0101s prezidents Tramps pazi\u0146oja par jauniem tarifiem, tostarp no 1. oktobra piem\u0113rojot 100% tarifu patent\u0113tiem medikamentiem, nosakot, ka no \u0161\u012b nodok\u013ca tiks atbr\u012bvoti uz\u0146\u0113mumi, kas ASV b\u016bv\u0113 z\u0101\u013cu ra\u017eotnes. P\u0113c \u0161\u012bs zi\u0146as Eiropas gigantu Novo Nordisk un Bayer akciju v\u0113rt\u012bba samazin\u0101j\u0101s par 5\u20136%. Tramps draud\u0113ja ar\u012b ar 100% tarifiem film\u0101m, kas nav veidotas ASV, un papildu tarifiem import\u0113t\u0101m m\u0113bel\u0113m.<\/p>\n
Oblig\u0101ciju tirgu stabiliz\u0113\u0161an\u0101s paz\u012bmes<\/p>\n
Vald\u012bb\u0101m samazinot ilgtermi\u0146a v\u0113rtspap\u012bru pied\u0101v\u0101jumu, septembr\u012b oblig\u0101ciju cenas pieauga. Eirozonas valstu oblig\u0101ciju ienes\u012bgums nedaudz pieauga Lietuv\u0101 un Latvij\u0101 (kas emit\u0113ja jaunas oblig\u0101cijas), k\u0101 ar\u012b Francij\u0101, kur Fitch pazemin\u0101ja kred\u012btreitingu no AA- uz A+. Francijas reitings tagad ir tuvu Lietuvas (A) un Latvijas (A-) reitingam.<\/p>\n
Akciju cenas ir augstas, bet augstas ir ar\u012b cer\u012bbas<\/p>\n
Pret\u0113ji gaid\u012btajam, akciju cenu sezon\u0101lais v\u0101jums septembr\u012b nepiepild\u012bj\u0101s. Pasaules akciju indekss (eiro) pieauga par 3,2 %, pieauguma l\u012bderpoz\u012bcij\u0101s atrodoties \u0136\u012bnai (9,3%) un att\u012bst\u012bbas valstu tirgiem (6,7 %). Eiropas oblig\u0101ciju tirgus stabiliz\u0113j\u0101s, indeksu cen\u0101m nedaudz palielinoties, savuk\u0101rt att\u012bst\u012bbas valstu tirgus oblig\u0101ciju indeksi pieauga par 1,0 %.<\/p>\n
Raugoties n\u0101kotn\u0113, ekonomiskie dati joproj\u0101m ir sp\u0113c\u012bgi. P\u0101rsteigti par septembr\u012b prognoz\u0113t\u0101 krituma nepiepild\u012b\u0161anos, anal\u012bti\u0137i palielina akciju cenu prognozes. Sp\u0113c\u012bgais piepras\u012bjums p\u0113c oblig\u0101ciju tirgu rudens ats\u0101k\u0161an\u0101s ir ar\u012b nodro\u0161in\u0101jis zin\u0101mu stabilit\u0101ti fiks\u0113ta ien\u0101kuma tirgos. Galven\u0101 uzman\u012bba joproj\u0101m ir piev\u0113rsta ASV darba tirgus un infl\u0101cijas tendenc\u0113m, kas var\u0113tu tie\u0161i ietekm\u0113t FED l\u0113mumus un tirgus dal\u012bbnieku cer\u012bbas. ASV vald\u012bbas darba p\u0101rtrauk\u0161ana var aizkav\u0113t svar\u012bgu ekonomisko datu pazi\u0146o\u0161anas kalend\u0101ru, ta\u010du ilgtermi\u0146\u0101 tirgi paredz, ka 2025. gad\u0101 ASV tiks samazin\u0101tas procentu likmes par gandr\u012bz 50 b\u0101zes punktiem, kam vajadz\u0113tu veicin\u0101t aug\u0161upeju gada beig\u0101s.<\/p>\n","protected":false},"excerpt":{"rendered":"Septembris finan\u0161u tirgos bija sezonai nerakstur\u012bgi sp\u0113c\u012bgs. Daudzos re\u0123ionos pieauga akciju un citu riskantu akt\u012bvu v\u0113rt\u012bba, savuk\u0101rt ilgtermi\u0146a…\n","protected":false},"author":2,"featured_media":14770,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[16],"tags":[869,77,870,76,867,35,39,38,36,37,34,871,868,40,21],"class_list":{"0":"post-14769","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-bizness","8":"tag-biznesa-zinas","9":"tag-bizness","10":"tag-bizness-latvija","11":"tag-business","12":"tag-dienas-zinas","13":"tag-latvia","14":"tag-latvian","15":"tag-latviesu","16":"tag-latviesu-valoda","17":"tag-latviesuvaloda","18":"tag-latvija","19":"tag-latvijas-biznesa-zinas","20":"tag-latvijas-zinas","21":"tag-lv","22":"tag-zinas"},"share_on_mastodon":{"url":"","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/posts\/14769","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/comments?post=14769"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/posts\/14769\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/media\/14770"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/media?parent=14769"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/categories?post=14769"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/tags?post=14769"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}