{"id":3331,"date":"2025-12-08T16:21:08","date_gmt":"2025-12-08T05:21:08","guid":{"rendered":"https:\/\/www.amillex.com\/?p=3331"},"modified":"2025-12-23T19:31:20","modified_gmt":"2025-12-23T08:31:20","slug":"2025127en","status":"publish","type":"post","link":"https:\/\/www.amillex.com\/uz\/2025\/12\/08\/2025127en\/","title":{"rendered":"Amillex kundalik bozor sharhi: Fed stavkasini pasaytirish bo&#039;yicha kutilgan natijalar xavfli aktivlarning o&#039;sishini kuchaytirdi, AQSh dollari ketma-ket ikki hafta davomida pasaydi, mis rekord darajaga ko&#039;tarildi, BOJ stavkalarining oshishi bozorlarni larzaga keltirdi"},"content":{"rendered":"<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<h2 class=\"wp-block-heading\">2025-yil 8-dekabr \u2014 AQSh dollari indeksi besh haftalik eng past ko&#039;rsatkich bo&#039;lgan 99.00 ga tushdi; spot oltin narxi 4196.14 AQSh dollari\/untsiyada yopildi, kumush esa hafta davomida 3.32% ga ko&#039;tarildi; London misi rekord darajadagi 11 375 AQSh dollaridan oshib ketdi; Nasdaq boshchiligidagi uchta asosiy AQSh aktsiya indeksi yuqoriroq yopildi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Aktivlar sinflari bo&#039;yicha haftalik ko&#039;rsatkichlar va fundamental tahlil<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">1. Valyuta bozori: Dollar ketma-ket ikki hafta davomida pasayib bormoqda, yena kursining oshishiga bo&#039;lgan umidlar ortib bormoqda<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">AQSh dollari indeksi:<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Hafta davomida 0.8% ga pasayib, 99.00 ga yetdi, bu ketma-ket ikkinchi haftalik pasayishni anglatadi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Asosiy valyuta harakatlari:<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">EUR\/USD 1.1650 dan yuqoriga ko&#039;tarildi<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">GBP\/USD 1.3300 ga yetdi<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">USD\/JPY 155.00 dan pastga tushdi, bu sentyabr oyi oxiridan beri eng katta haftalik pasayishni anglatadi<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Asosiy drayverlar:<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Fed stavkasini pasaytirish ehtimoli 90% gacha ko&#039;tarildi:<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">ADP bandligi 32 000 ga kamaydi (kutilganidan +10 000 ga nisbatan), dastlabki ishsizlik bo&#039;yicha arizalar esa 191 000 ga tushdi (uch yillik eng past ko&#039;rsatkich). Qarama-qarshi ma&#039;lumotlar pul siyosatini yumshatishga bo&#039;lgan umidlarni kuchaytirdi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">BOJ stavkasini oshirish signallari:<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Gubernator Kazuo Ueda BOJ &quot;stavkalarni oshirishning ijobiy va salbiy tomonlarini ko&#039;rib chiqishini&quot; aytdi. Dekabr oyidagi o&#039;sish ehtimoli 70% ga ko&#039;tarildi, bu esa Yaponiya hukumati obligatsiyalarining daromadliligini 2007 yildan beri eng yuqori darajaga ko&#039;tardi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">2. Qimmatbaho metallar: Kumush rekord darajadagi yuqori ko&#039;rsatkichlar bilan yetakchilik qilmoqda, oltin esa yuqori darajalarda mustahkamlanmoqda<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Spot kumush: hafta davomida +3.32%, untsiya uchun 58.25 AQSh dollari<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Spot Gold: hafta davomida -0.5%, 4196.14 AQSh dollari\/untsiya<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Fundamental tahlil:<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Kumushga talab va taklif nomutanosibligi:<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Fotovoltaik talabning keskin o&#039;sishi, global inventarizatsiyaning 10 yillik eng past darajaga tushishi bilan birga. Lizing stavkalarining keskin oshishi spot bozorining keskin tarangligini ko&#039;rsatadi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Xavfsiz boshpana va stavkalarni pasaytirish rezonansi:<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Fed stavkalarining pasayishiga oid kutilgan natijalar oltinni qo&#039;llab-quvvatladi, ammo dollarning barqarorligi o&#039;sishni chekladi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">3. Tovarlar: Mis rekord darajadagi yuqori ko&#039;rsatkichga yetdi, neft narxining geosiyosiy oshishi pasaydi<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Mis bozori:<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">LME mis narxi 2% dan 11 375 AQSh dollari\/tonnaga oshdi<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Shanxay mis asosiy shartnomasi 90 000 RMB\/tonnadan oshdi<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Asosiy drayverlar:<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Ta&#039;minotdagi uzilishlar:<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Glencore kompaniyasining Chilidagi konchilik faoliyatida yuz bergan avariya ishlab chiqarishni qisqartirishga majbur bo&#039;ldi. LME bekor qilingan orderlar keskin oshdi va Mercuria 50 000 tonna neftni qaytarib oldi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Tariflardan qochish savdosi:<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Savdogarlar AQShga jismoniy mis jo&#039;natishga shoshilishdi, bu esa mintaqaviy spot mukofotlarini keskin oshirdi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Neft bozori:<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">WTI neftining narxi hafta davomida o&#039;zgarishsiz yopildi, bir barrel uchun 59,33 dollar.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Buqa-Ayiq arqon tortish:<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Rossiya-Ukraina tinchlik muzokaralaridagi yutuqlar geosiyosiy xavflarni kamaytirdi<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Biroq, AQSh EIA zaxiralari 2,8 million barrelga oshdi, bu kutilganidan oshib ketdi va daromadlarni chekladi<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">4. Aksiyalar va obligatsiyalar: AQSh texnologiya aksiyalari yetakchilik qilmoqda, Yaponiya obligatsiyalari esa katta miqdorda sotuvga duch kelmoqda<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">AQSh aktsiyalarining samaradorligi:<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">S&amp;P 500: +0.3%<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Nasdaq: +0.4%<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Dow Jones: kamtarona daromadlar<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Sektorning asosiy jihatlari:<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Texnologiya aksiyalari (Microsoft, Meta) stavkalarni pasaytirish bo&#039;yicha optimizmdan yuqori natijalarga erishdi<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Energiya zaxiralari past ko&#039;rsatkichlarga ega<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Obligatsiyalar bozorining rivojlanishi:<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">AQShning 10 yillik g&#039;aznachilik obligatsiyalari daromadliligi 4.138% ga ko&#039;tarildi<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Yaponiya daromadlilik egri chizig&#039;i keskin tiklandi (30 yillik JGB daromadliligi 3.445% ga ko&#039;tarildi)<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">5. Kriptovalyutalar: Bitcoin 93 000 AQSh dollaridan yuqori darajada barqarorlashdi, tartibga solishda o&#039;sish davom etmoqda<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Asosiy tokenlar:<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Bitcoin: hafta davomida +1.2%, 93 075 AQSh dollariga yetdi<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Ethereum yuqoriroqqa ergashdi<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Siyosat xavflari:<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Markaziy bank virtual valyutaning noqonuniy moliyaviy faoliyatiga qarshi kurashni yana bir bor tasdiqladi<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">AQSh SEC tartibga solish tekshiruvini kuchaytirdi<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Asosiy voqealar va siyosat fonining chuqur tahlili<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">1. Fed dekabr oyidagi stavkani pasaytirdi, endi bozor kelishuvi<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Ma&#039;lumotlarni qo&#039;llab-quvvatlash:<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">ADP ish o&#039;rinlari bo&#039;yicha zaif ma&#039;lumotlar va 2.8% darajasidagi barqaror PCE inflyatsiyasi pul-kredit siyosatini yumshatish uchun imkoniyat yaratadi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Kadrlardagi o&#039;zgarishlar:<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Xabarlarga ko&#039;ra, Tramp keyingi Fed raisi etib &quot;kuvaymoq&quot; nomzodi Kevin Xassettni nomzod qilib ko&#039;rsatishni ko&#039;rib chiqmoqda, bu esa 2026-yilda yanada yumshatish bo&#039;yicha kutilgan natijalarni kuchaytiradi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Institutsional qarashlar:<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">JPMorgan dekabr oyida 25 bazaviy punktga pasayishni, undan keyin esa 2026-yilda yana ikkita qo&#039;shimcha pasayishni kutmoqda.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">2. BOJ stavkalarining oshishi bo&#039;yicha kutilgan natijalar global obligatsiyalar bozorida shokni keltirib chiqardi<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Siyosat signallari:<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Ueda Bosh vazir Sanae Takaichi bilan uzluksiz muloqotga ishora qilib, hukumatning stavkalarning oshishiga rozilik bildirganini nazarda tutdi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Bozorga ta&#039;siri:<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Yaponiya obligatsiyalarining katta miqdorda sotilishi butun dunyoga ta&#039;sir ko&#039;rsatdi; AQSh G&#039;aznachilik daromadliligi o&#039;sdi, bu esa carry trade-lariga bosimni kuchaytirdi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">3. Mis ta&#039;minoti inqirozining kuchayishi<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Inventarizatsiya haqida ogohlantirish:<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">LME aksiyalari 100 000 tonnalik muhim chegaradan pastga tushib ketdi, bu esa spotlarning qattiqligini yomonlashtirdi.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Talab istiqbollari:<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Sun&#039;iy intellekt hisoblash quvvatining kengayishi va elektr tarmoqlarini yangilash uzoq muddatli talabni oshirmoqda. IEA global mis ta&#039;minoti 2035-yilga kelib 20% taqchilligiga duch kelishi mumkinligi haqida ogohlantirmoqda.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Bu hafta kuzatilishi kerak bo&#039;lgan asosiy iqtisodiy voqealar<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">AQSh Federal Rezerv stavkasi bo&#039;yicha qaror<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Bir nechta markaziy banklar tomonidan o&#039;tkazilgan siyosiy uchrashuvlar:<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Avstraliya Rezerv Banki<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Kanada banki<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Shveytsariya Milliy Banki<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Xitoyning Markaziy iqtisodiy ishlar bo&#039;yicha konferensiyasi (dekabr o&#039;rtalari)<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Xitoyning noyabr oyidagi iste&#039;mol narxlari indeksi (CPI) va PPI<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">AQSh JOLTS bo&#039;sh ish o&#039;rinlari<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Yevrozona YaIM va iste\u02bcmol narxlari indeksi<\/h2>\n<\/blockquote>","protected":false},"excerpt":{"rendered":"<p>December 8, 2025 \u2014 The U.S. Dollar Index slid to 99.00, a five-week low; spot gold closed at USD 4,196.14\/oz, while silver surged 3.32% for the week; London copper broke above USD 11,375\/ton to a record high; all three major U.S. equity indices closed higher, led by the Nasdaq. Weekly Performance &amp; Fundamental Analysis Across [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":3332,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"ocean_front_end_style_editor":"no","ocean_post_layout":"","ocean_both_sidebars_style":"","ocean_both_sidebars_content_width":0,"ocean_both_sidebars_sidebars_width":0,"ocean_sidebar":"","ocean_second_sidebar":"","ocean_disable_margins":"enable","ocean_add_body_class":"","ocean_shortcode_before_top_bar":"","ocean_shortcode_after_top_bar":"","ocean_shortcode_before_header":"","ocean_shortcode_after_header":"","ocean_has_shortcode":"","ocean_shortcode_after_title":"","ocean_shortcode_before_footer_widgets":"","ocean_shortcode_after_footer_widgets":"","ocean_shortcode_before_footer_bottom":"","ocean_shortcode_after_footer_bottom":"","ocean_display_top_bar":"default","ocean_display_header":"default","ocean_header_style":"","ocean_center_header_left_menu":"","ocean_custom_header_template":"","ocean_custom_logo":0,"ocean_custom_retina_logo":0,"ocean_custom_logo_max_width":0,"ocean_custom_logo_tablet_max_width":0,"ocean_custom_logo_mobile_max_width":0,"ocean_custom_logo_max_height":0,"ocean_custom_logo_tablet_max_height":0,"ocean_custom_logo_mobile_max_height":0,"ocean_header_custom_menu":"","ocean_menu_typo_font_family":"","ocean_menu_typo_font_subset":"","ocean_menu_typo_font_size":0,"ocean_menu_typo_font_size_tablet":0,"ocean_menu_typo_font_size_mobile":0,"ocean_menu_typo_font_size_unit":"px","ocean_menu_typo_font_weight":"","ocean_menu_typo_font_weight_tablet":"","ocean_menu_typo_font_weight_mobile":"","ocean_menu_typo_transform":"","ocean_menu_typo_transform_tablet":"","ocean_menu_typo_transform_mobile":"","ocean_menu_typo_line_height":0,"ocean_menu_typo_line_height_tablet":0,"ocean_menu_typo_line_height_mobile":0,"ocean_menu_typo_line_height_unit":"","ocean_menu_typo_spacing":0,"ocean_menu_typo_spacing_tablet":0,"ocean_menu_typo_spacing_mobile":0,"ocean_menu_typo_spacing_unit":"","ocean_menu_link_color":"","ocean_menu_link_color_hover":"","ocean_menu_link_color_active":"","ocean_menu_link_background":"","ocean_menu_link_hover_background":"","ocean_menu_link_active_background":"","ocean_menu_social_links_bg":"","ocean_menu_social_hover_links_bg":"","ocean_menu_social_links_color":"","ocean_menu_social_hover_links_color":"","ocean_disable_title":"default","ocean_disable_heading":"default","ocean_post_title":"","ocean_post_subheading":"","ocean_post_title_style":"","ocean_post_title_background_color":"","ocean_post_title_background":0,"ocean_post_title_bg_image_position":"","ocean_post_title_bg_image_attachment":"","ocean_post_title_bg_image_repeat":"","ocean_post_title_bg_image_size":"","ocean_post_title_height":0,"ocean_post_title_bg_overlay":0.5,"ocean_post_title_bg_overlay_color":"","ocean_disable_breadcrumbs":"default","ocean_breadcrumbs_color":"","ocean_breadcrumbs_separator_color":"","ocean_breadcrumbs_links_color":"","ocean_breadcrumbs_links_hover_color":"","ocean_display_footer_widgets":"default","ocean_display_footer_bottom":"default","ocean_custom_footer_template":"","_glsr_average":0,"_glsr_ranking":0,"_glsr_reviews":0,"ocean_post_oembed":"","ocean_post_self_hosted_media":"","ocean_post_video_embed":"","ocean_link_format":"","ocean_link_format_target":"self","ocean_quote_format":"","ocean_quote_format_link":"post","ocean_gallery_link_images":"on","ocean_gallery_id":[],"footnotes":""},"categories":[8],"tags":[],"class_list":["post-3331","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-english-news","entry","has-media"],"_links":{"self":[{"href":"https:\/\/www.amillex.com\/uz\/wp-json\/wp\/v2\/posts\/3331","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.amillex.com\/uz\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.amillex.com\/uz\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.amillex.com\/uz\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/www.amillex.com\/uz\/wp-json\/wp\/v2\/comments?post=3331"}],"version-history":[{"count":1,"href":"https:\/\/www.amillex.com\/uz\/wp-json\/wp\/v2\/posts\/3331\/revisions"}],"predecessor-version":[{"id":3333,"href":"https:\/\/www.amillex.com\/uz\/wp-json\/wp\/v2\/posts\/3331\/revisions\/3333"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.amillex.com\/uz\/wp-json\/wp\/v2\/media\/3332"}],"wp:attachment":[{"href":"https:\/\/www.amillex.com\/uz\/wp-json\/wp\/v2\/media?parent=3331"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.amillex.com\/uz\/wp-json\/wp\/v2\/categories?post=3331"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.amillex.com\/uz\/wp-json\/wp\/v2\/tags?post=3331"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}