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الأسهم الأمريكية تهبط وسط توترات تجارية ومخاوف حول النمو

By كانون1/ديسمبر 07, 2018 1157

تحولت الأسهم الأمريكية للانخفاض يوم الجمعة مع إستمرار مخاوف المستثمرين بشأن التوترات التجارية وتوقعات النمو العالمي مما يضع المؤشرات الرئيسية في طريقها نحو تراجعات أسبوعية بنحو 4%.

ولم تساعد بيانات أمريكية مطمئنة عن التوظيف وزيادات الأجور في تقرير الوظائف لشهر نوفمبر في ان تهديء بدرجة تذكر قلاقل المستثمرين، ومع مضي اليوم، أثارت المخاوف حول تأثير الرسوم الجمركية على الاقتصاد الأمريكي المزيد من عمليات البيع.

وسجلت كافة أسهم الشركات التي تجري أنشطتها أو تبيع منتجاتها في الخارج، من ضمنها شركات تقنية مثل نفيديا وإنتل، بالإضافة لشركات صناعية مثل ديري وكاتربيلر، تراجعات بأكثر من 2%. وقال مسؤولون بإدارة ترامب إنهم يخططون لإتخاذ موقف صارم في مفاوضاتهم التجارية على مدى 90 يوما مع الصين أو سيفرضون رسوما إضافية، مما أذكى من جديد المخاوف بشأن التجارة العالمية.  

وفتح مؤشرا داو جونز وستاندرد اند بور 500 على مكاسب طفيفة، لكن تحول المؤشران للانخفاض في أول ساعة من الجلسة وواصلا التراجعات بعدها. وفقد مؤشر الأسهم الرائدة 433 نقطة أو 1.7% إلى 24514 نقطة، وخسر مؤشر ستاندرد اند بور 1.8%. وتحول المؤشران من جديد لتسجيل خسائر هذا العام. وهبط مؤشر ناسدك المجمع الذي تغلب عليه شركات التقنية 2.3%.

وعندما فتحت الأسهم تعاملاتها يوم الجمعة، كان بعض المستثمرين متفائلين بأن تكون العاصفة التي بدأت في وقت سابق من الأسبوع قد هدأت. وإسترد مؤشر الداو خسائر بنحو 800 نقطة يوم الخميس لينهي اليوم على انخفاض طفيف بعد ان هدأ تقرير لصحيفة وول ستريت جورنال المخاوف حول الوتيرة التي قد يرفع بها الاحتياطي الفيدرالي أسعار الفائدة. وأظهر بعدها تقرير عن سوق العمل الأمريكي يوم الجمعة ان الاقتصاد ينمو لكن ليس بعد بضغوط تضخمية.

ولكن لم يطمئن أي من العاملين المستثمرين، الذين الكثير منهم يدخل الأسابيع الأخيرة من 2018 آملين في التشبث بأي مكاسب. وهذا يجعلهم أقل  رغبة في تكوين مراهنات جديدة. وتتجه المؤشرات الرئيسية نحو تسجيل أسوأ أداء سنوي لها منذ 2015.

وقال إيريمك ديفيدسون، المدير الاستثماري لبنك ويلز فارجو، "قائمة المخاوف تطول جدا تلك الأيام". "المستثمرون قلقون جدا من شيء ما طوال الوقت، سواء كان الهدنة التجارية مع الصين أو البريكست أو إنعكاس منحنى العائد أو السياسة النقدية".

هيثم الجندى

خبرة أكثر من 15 عام في التحليل الأساسي (الإخباري والاقتصادي) لأسواق المال العالمية ومتابعة تطورات الاقتصاد العالمي بالإضافة إلى قرارات البنوك المركزية 

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