Jeremy Oles

Rakabudiswa On: 30/09/2024
Goverana!
Zviitiko zvehupfumi zviri kuuya 1 Gumiguru 2024
By Rakabudiswa On: 30/09/2024
Nguva(GMT+0/UTC+0)mamirirokukoshachiitikokushurudzirapashure
01:30🇦🇺2 pfungwaZvibvumirano zvekuvaka (MoM) (Aug)-4.3%10.4%
01:30🇦🇺2 pfungwaRetail Sales (MoM) (Aug)0.4%0.0%
07:00🇪🇺2 pfungwaECB's De Guindos Inotaura------
08:00🇪🇺2 pfungwaHCOB Eurozone Manufacturing PMI (Sep)44.845.8
09:00🇪🇺2 pfungwaCore CPI (YoY) (Sep) 2.7%2.8%
09:00🇪🇺2 pfungwaCPI (MoM) (Sep)---0.1%
09:00🇪🇺3 pfungwaCPI (YoY) (Sep)1.9%2.2%
13:45Extraterrestrial3 pfungwaS&P Global US Manufacturing PMI (Sep)47.047.9
14:00Extraterrestrial2 pfungwaKushandisa Pakuvaka (MoM) (Aug)0.2%-0.3%
14:00Extraterrestrial2 pfungwaISM Manufacturing Employment (Sep)---46.0
14:00Extraterrestrial3 pfungwaISM Manufacturing PMI (Sep)47.647.2
14:00Extraterrestrial3 pfungwaISM Manufacturing Mitengo (Sep)53.754.0
14:00Extraterrestrial3 pfungwaJOLTs Basa Kuvhurwa (Aug)7.640M7.673M
15:00Extraterrestrial2 pfungwaFOMC Nhengo Bostic Inotaura------
15:30🇪🇺2 pfungwaECB's Schnabel Inotaura------
16:00Extraterrestrial2 pfungwaAtlanta Fed GDPNow (Q3)3.1%3.1%
20:30Extraterrestrial2 pfungwaAPI Weekly Crude Oil Stock----4.339M
22:15Extraterrestrial2 pfungwaFOMC Nhengo Bostic Inotaura------
23:50🇯🇵2 pfungwaTankan Yese Yakakura Indasitiri CAPEX (Q3)11.9%11.1%
23:50🇯🇵2 pfungwaTankan Yese Yakakura Indasitiri CAPEX (Q3)---11.1%
23:50🇯🇵2 pfungwaTankan Big Manufacturing Outlook Index (Q3)---14
23:50🇯🇵2 pfungwaTankan Big Manufacturing Outlook Index (Q3)---14
23:50🇯🇵2 pfungwaTankan Large Manufacturers Index (Q3)1313
23:50🇯🇵2 pfungwaTankan Large Manufacturers Index (Q3)1213
23:50🇯🇵2 pfungwaTankan Hombe Vasiri Vagadziri Indekisi (Q3)3233
23:50🇯🇵2 pfungwaTankan Hombe Vasiri Vagadziri Indekisi (Q3)3233
Pfupiso yeZviitiko Zvehupfumi Zvinouya muna Gumiguru 1, 2024
Australia Building Approments (MoM) (Aug) (01:30 UTC): Kuchinja kwemwedzi nemwedzi muhuwandu hwemvumo yekuvaka itsva. Forecast: -4.3%, Yakapfuura: +10.4%.
Australia Retail Sales (MoM) (Aug) (01:30 UTC): Kuchinja kwemwedzi nemwedzi mukutengesa kwekutengesa, chiratidzo chikuru chekushandiswa kwevatengi. Forecast: +0.4%, Yakapfuura: 0.0%.
ECB's De Guindos Inotaura (07:00 UTC): Mashoko kubva kuECB Mutevedzeri weMutungamiri Luis de Guindos, angangove achikurukura nezvemamiriro ehupfumi eEurozone kana mutemo.
HCOB Eurozone Manufacturing PMI (Sep) (08:00 UTC): Inoyera kushanda kweEurozone yekugadzira chikamu. Forecast: 44.8, Yakapfuura: 45.8 (kuverenga pazasi 50 kunoratidza kuderera).
Eurozone Core CPI (YoY) (Sep) (09:00 UTC): Gore negore shanduko yeEurozone core inflation rate. Forecast: 2.7%, Yakapfuura: 2.8%.
Eurozone CPI (MoM) (Sep) (09:00 UTC): Kuchinja kwepamwedzi muhuwandu hweConsumer Price Index. Zvakapfuura: +0.1%.
Eurozone CPI (YoY) (Sep) (09:00 UTC): Kwegore-kupfuura-gore inflation yeEurozone. Forecast: 1.9%, Yakapfuura: 2.2%.
US S&P Global Manufacturing PMI (Sep) (13:45 UTC): Chiratidzo cheUS kugadzira chikamu chehutano. Forecast: 47.0, Yakapfuura: 47.9.
US Kushandisa Pakuvaka (MoM) (Aug) (14:00 UTC): Kuchinja kwepamwedzi kwemari yekuvaka. Forecast: +0.2%, Yakapfuura: -0.3%.
US ISM Manufacturing Employment (Sep) (14:00 UTC): Basa chikamu cheiyo ISM kugadzira index. Zvakapfuura: 46.0.
US ISM Manufacturing PMI (Sep) (14:00 UTC): Chiyero chakakosha chehutano hwebazi rekugadzira reUS. Forecast: 47.6, Yakapfuura: 47.2.
US ISM Manufacturing Mitengo (Sep) (14:00 UTC): Inoyera maitiro emitengo muchikamu chekugadzira. Forecast: 53.7, Yakapfuura: 54.0.
US JOLTs Basa Kuvhurwa (Aug) (14:00 UTC): Huwandu hwemabasa akavhurwa muUS. Forecast: 7.640M, Pamberi: 7.673M.
Nhengo yeFOMC Bostic Inotaura (15:00 & 22:15 UTC): Mashoko kubva kuna Raphael Bostic, Mutungamiriri weAtlanta Fed, achipa manzwisisiro muUS hupfumi uye hurongwa hwemari.
ECB's Schnabel Anotaura (15:30 UTC): Mhinduro kubva kuECB Board Member Isabel Schnabel, angangove achikurukura nezvekukwira kwemitengo kana mamiriro ehupfumi eEurozone.
Atlanta Fed GDPNow (Q3) (16:00 UTC): Real-time estimate yeUS GDP kukura kweQ3. Zvakapfuura: +3.1%.
API Weekly Crude Oil Stock (20:30 UTC): Vhiki yega data pane US crude oil inventories. Zvakapfuura: -4.339M.
Japan Tankan Indices (23:50 UTC): Akawanda makiyi emanzwiro indices evagadziri vakuru veJapan nevasiri vagadziri:
Tankan Yese Yakakura Indasitiri CAPEX (Q3): Forecast: + 11.9%, Yakapfuura: + 11.1%.
Tankan Big Manufacturing Outlook Index (Q3): Zvakapfuura: 14.
Tankan Large Manufacturers Index (Q3): Forecast: 13, Zvakapfuura: 13.
Tankan Hombe Vasiri Vagadziri Indekisi (Q3): Forecast: 32, Zvakapfuura: 33.
Market Impact Analysis
Australia Kuvaka Kubvumidzwa & Retail Kutengesa: Mvumo yekuvaka isina kusimba inogona kuratidza musika unotonhorera wedzimba, nepo kutengesa kwekutengesa kunopa ruzivo rwekushandisa kwevatengi. Ose ari maviri anogona kukanganisa AUD.
Eurozone CPI & Manufacturing PMI: Kuderera-kupfuura-kunotarisirwa kukwira kwemitengo uye kusasimba kwekugadzira PMI kunogona kumanikidza EUR, kuratidza kuderera kwehupfumi uye zvinogona kuderedza zvinotarisirwa zvekuwedzera ECB kusimba.
US ISM Manufacturing & JOLTs Job Openings: PMI isina simba uye data rebasa rinogona kuratidza hupfumi huri kuderera, hunogona kukanganisa USD zvisina kunaka. Nekudaro, chero kusimba mukuvhurwa kwemabasa kungaratidza kusimba kwemusika wevashandi, kutsigira USD.
API Crude Oil Stock: Kudzikira kwemafuta emafuta asina kuchena kunowanzo kukwidza mitengo yemafuta, zvichipesvedzera misika yemagetsi uye mari yezvigadzirwa seCAD.
Japan Tankan Indices: Sentiment indices yevagadziri nevasiri vagadziri ichapa ruzivo rwakakosha mukuvimba kwebhizinesi muJapan, zvingangopesvedzera JPY zvichienderana netarisiro yehupfumi kana kusava netariro.
Overall Impact
Volatility: Zvine mwero kusvika kumusoro, zvine kiyi yeUS neEurozone data yehupfumi inogona kutyaira mari uye equity musika mafambiro.
Impact Score: 7/10, se data rekukwira kwemitengo, zviratidzo zvekugadzira, uye hurukuro kubva kuvakuru vebhanga repakati zvinotarisirwa kupesvedzera manzwiro mumisika yakakosha.