Jeremy Oles
Goverana!
| Nguva(GMT+0/UTC+0) | mamiriro | kukosha | Event | | pashure |
| 01:45 |  | 2 points | Caixin Manufacturing PMI (MoM) (Chikumi) | 49.2 | 48.3 |
| 03:35 |  | 2 points | 10-Yegore JGB Auction | ---- | 1.512% |
| 07:40 |  | 2 points | ECB's De Guindos Inotaura | ---- | ---- |
| 08:00 | | 2 points | HCOB Eurozone Manufacturing PMI (Chikumi) | 49.4 | 49.4 |
| 08:40 | | 2 points | ECB's Elderson Anotaura | ---- | ---- |
| 09:00 | | 2 points | Core CPI (YoY) (Chikumi) | 2.3% | 2.3% |
| 09:00 | | 2 points | CPI (MoM) (Chikumi) | ---- | 0.0% |
| 09:00 | | 3 points | CPI (YoY) (Chikumi) | 2.0% | 1.9% |
| 10:40 | | 2 points | ECB's Schnabel Inotaura | ---- | ---- |
| 13:30 |  | 3 points | Fed Chair Powell Anotaura | ---- | ---- |
| 13:30 | | 2 points | Mutungamiri weECB Lagarde Vanotaura | ---- | ---- |
| 13:45 | | 3 points | S&P Global Manufacturing PMI (Chikumi) | 52.0 | 52.0 |
| 14:00 | | 2 points | Kushandisa Pakuvaka (MoM) (Chivabvu) | -0.1% | -0.4% |
| 14:00 | | 2 points | ISM Manufacturing Employment (Chikumi) | ---- | 46.8 |
| 14:00 | | 3 points | ISM Manufacturing PMI (Chikumi) | 48.8 | 48.5 |
| 14:00 | | 3 points | ISM Manufacturing Mitengo (Chikumi) | 70.2 | 69.4 |
| 14:00 | | 3 points | JOLTS Basa Kuvhurwa (Chivabvu) | 7.450M | 7.391M |
| 17:00 | | 2 points | Atlanta Fed GDPNow (Q2) | 2.9% | 2.9% |
| 20:30 | | 2 points | API Weekly Crude Oil Stock | ---- | -4.277M |
Pfupiso yeZviitiko Zvehupfumi Zvinouya musi waChikunguru 1, 2025
Asia - China & Japan
- Caixin Manufacturing PMI (Jun) - 01:45UTC
- Zvinotarisirwa: 49.2 (yapfuura 48.3)
- Impact: Kunyura pasi pe50 zviratidzo zvakaenderera mberi kuderera; chero kuvandudza kunotsigira CNY, maregional equities, uye mari yakabatana nezvinhu.
- 10-Yegore JGB Auction - 03:35UTC
- Goho rinotarisirwa: ~ 1.512%
- Impact: Auction inoda pesvedzero JPY inobereka uye bond market dynamics; kudiwa kusina simba kunogona kusimudza goho uye kuderedza yen.
Europe - Eurozone Manufacturing & Inflation
- ECB Hurukuro:
- De Guindos - 07:40UTC
- Elderson - 08:40UTC
- Schnabel - 10:40UTC
- Lagarde - 13:30UTC
- HCOB Eurozone Manufacturing PMI (Chikumi) - 08:00UTC
- Zvinotarisirwa: 49.4 (yapfuura 49.4)
- CPI Inoburitswa (Chikumi) - 09:00UTC
- Core CPI YoY: 2.3% (prev 2.3%)
- Musoro we CPI YoY: 2.0% (prev 1.9%)
United States - Fed Speeches & Manufacturing Data
- Fed Chair Powell Anotaura - 13:30UTC
- Impact: Mutyairi wemusika wepasi rose wakakosha; mazano ezvematongerwo enyika anokanganisa USD, Treasury goho, uye masheya.
- S&P Global Manufacturing PMI (Chikumi) - 13:45UTC
- Zvinotarisirwa: 52.0 (zvakafanana)
- Impact: Inosimbisa kuwedzera kwekugadzira; inopindirana nemanzwiro engozi.
- Kushandisa Pakuvaka (Chivabvu) - 14:00UTC
- Zvinotarisirwa: -0.1% (prev -0.4%)
- Impact: Inopa nzwisiso mune yakatarwa mari; chero rebound inowedzera manzwiro echikamu chekuvaka.
- ISM Manufacturing Employment & PMI & Mitengo (Chikumi) - 14:00UTC
- PMI: 48.8 (prev 48.5)
- Mitengo Index: 70.2 (prev 69.4)
- Impact: Kudzoreredza zvishoma muPMI uye mitengo yakakwira inogona kuratidza kuenderera mberi kumanikidzwa kwemari, kufurira Fed policy maonero.
- JOLTS Basa Kuvhurwa (Chivabvu) - 14:00UTC
- Zvinotarisirwa: 7.45M (prev 7.39M)
- Impact: Kuvhurwa kwemabasa epamusoro kunoratidza kusimba kwemusika wevashandi, izvo zvinogona kudzikisira fungidziro yemitengo.
- Atlanta Fed GDPNow (Q2) - 17:00UTC
- Zvinotarisirwa: 2.9% (zvakafanana)
- Impact: Inokurudzira kukura kuri pakati nepakati kunoenderera - kutsigira kune equity asi kunogona kudzikisira hukasha Fed kuderedza.
Commodity & Energy
- API Weekly Crude Oil Stock - 20:30UTC
- Dhirowa yapfuura: -4.277M
- Impact: Imwe dhizaini inotsigira mitengo yemafuta uye inogona kudyisa kusvika inflation kutarisira uye magetsi equity stocks.
Market Impact Analysis
- Zviitiko zveUS zvinotonga zuva, ne Matauriro aPowell, ISM/PMI kuverenga, uye JOLTS data kuisa misika yeFed maonero uye njodzi dzekukura.
- Eurozone kugadzira uye CPI, yakabatanidzwa ne akawanda ECB kutaura, ichapesvedzera EUR uye chisungo chinopa tarisiro.
- Asia data (China PMI, Japan auction) inoumba njodzi toni yekutanga kwevhiki.
- Oil inventory data inogona kutyaira simba rekunonoka-chikamu uye mafambiro anoona nekukwira kwemitengo.
Yese Impact Score: 9/10
Key Watchpoints:
- Tsanangudzo yaPowell uye US inflation / muhoro kugadzira zviratidzo-yakakosha Fed trajectory.
- EUR-yakavakirwa PMI uye ECB toni-ichatsanangura njodzi yekudya mumisika yeEurope.
- China PMI uye Japanese bond auction- zviratidzo zvekutanga zvepasi rose njodzi kumashure.
- Kudhirowa mafuta inogona kupa kukurumidza kukonzeresa commodity-linked inflation pricing.
