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Geosaiasi shielenister naryqtarǵa taǵy da qysym jasaýda - BCC Invest sholýy

Geosaiasi shielenister naryqtarǵa taǵy da qysym jasaýda -  BCC Invest sholýy
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Álemdik naryqta Brent munaiynyń bir barreliniń quny geosaiasi oqiǵalarǵa bailanysty ótken aptanyń aiaǵy men osy aptanyń basynda 68-75 dollar aralyǵynda aýytqyp, qymbattaityn túr tanytty. Qazir baǵa 73,7–74 dollar aralyǵyna turaqtaǵan.Dalanews.kz bul rette BCC Invest Taldaý departamentiniń sarapshysy Aldiiar Ánýarbekovtyń atalǵan naryqqa jasaǵan sholýyn usynady.

Munai men altyn baǵasy qatar qubylýda

"Geosaiasi táýekelder naryqtarǵa taǵy da qysym jasaýda. Ótken aptanyń sońynda Taiaý Shyǵystaǵy qaqtyǵystyń kúsheiýi aiasynda AQSh qor naryǵynda jappai satylym oryn aldy: Izraildiń Irannyń iadrolyq baǵdarlamlaryn qamtityn nysandaryna soqqy jasaýy munai tasymaly turaqtylyǵyna qatysty alańdaýshylyqty órshitti. Ótken jumada WTI baǵasy 7%-dan astamǵa kóterilip, aptany 12%-ǵa jýyq ósimmen aiaqtady. Bul - sońǵy tórt aidaǵy eń joǵary deńgei. Mundai dinamika infliatsiialyq táýekelderdi kúsheitedi jáne aqsha-kredit saiasatyn jumsartýdy umyta turýdy meńzeidi.

Altynnyń "bas saýǵalaýshy" valiýta túrindegi fýnktsiiasy da qaita jandanyp, oǵan degen suranys kúrt artty. Baǵasy da tarihi biikti jańǵyrtty. Qazirgi shikizat baǵasy ósiminiń investorlardyń qorǵanys aktivterine qarai den qoia bastaǵanyn, al geosaiasi jaǵdai odan ári shielenisken jaǵdaida bul protsestiń kúsheiýi múmkin ekenin ańǵartady.

AQSh-qa túk bolmady

Geosaiasi jáne saýda-sattyqtaǵy alasapyranǵa qaramastan, jyldyń birinshi jartysyndaǵy AQSh-tyń makroekonomikalyq derekteri turaqty sipatqa ie. Ekinshi toqsanda AQSh-tyń JIÓ kólemi turaqty tutynystyń arqasynda 3%-dan joǵary bolady dep kútiledi. Úi sharýashylyqtary aqsha jumsaýdy jalǵastyrýda, buǵan naqty kirister yqpal etedi, óitkeni jalaqy infliatsiiaǵa qaraǵanda 3,9%-ǵa asyp, tez ósýde.  

Eńbek naryǵy shielenisti bolyp qala beredi, jumyssyzdyq shamamen 4,2% quraidy, al kompaniialar jumys kúshine turaqty korporativtik suranysty kórsete otyryp, qyzmetkerlerdi tómen jaldaý aqysy arqyly ustaýda. JIÓ-niń 70% - dan astamyn quraityn qyzmet kórsetý sektory túrindegi ekonomikanyń mundai qurylymy tarifter qatty áser etetin óndiristik sektordaǵy yqtimal baiaýlaýdyń ornyn qamtamasyz etedi. Bul jaǵdaida naryqtardyń qysqa merzimdi qubylmalylyǵy investorlar úshin taptyrmas múmkindik siiaqty kórinedi. Irgeli kórsetkishter myqty kúiinde qalýda jáne ázirge jaqyn mańdaǵy toqsandar kókjieginde retsessiia belgileri baiqalmaidy".

Iranǵa jasalǵan soqqy naryqtar úshin qysqa merzimdi áserge ie

"Izraildiń Irannyń iadrolyq nysandaryna shabýyly aptanyń negizgi geosaiasi oqiǵasyna ainalyp, bul jahandyq naryqtarda qubylmalylyqty arttyrdy.  Shikizat aktivteri birden áser berdi: WTI munaiynyń bir barreli 73 dollardan joǵary boldy, al altyn tarihi biikterdi jańartty.

Alaida, qysqa merzimdi qysymǵa qaramastan, sarapshylar munai naryǵy qurylymdyq jaǵynan teńdestirilgen kúige túsip, baǵa ósimi tasymal tapshylyǵynan góri saiasi qaýip-qaterdi sipattaidy dep sanaidy. BofA sarapshylary qysqa merzimdi perspektivada baǵanyń ósýine qaramastan, jahandyq munai naryǵy ortasha profitsit kezeńine enip jatqanyn aitady: 2025 jyly táýligine suranys nebári 900 myń barrelge ósedi, al OPEK-ten tys elderdiń kúnige beretin usynysy 1,2 million barreldi quraidy. Bul jyldyń ekinshi jartysynda munaidyń bir barreli 60-65 dollar aralyǵynda turaqtanady deýge negiz bolady".

Buǵan deiin saitymyzda "Izraildiń Iranǵa soqqysy: Brent munaiy qymbattap, ǵalamdyq naryqqa qaýip tóndi" degen maqala jariialanǵan bolatyn.