Jeremy Oles

Rakabudiswa On: 31/08/2025
Goverana!
By Rakabudiswa On: 31/08/2025
Nguva(GMT+0/UTC+0)mamirirokukoshaEventForecastpashure
01:30🇦🇺2 pointsMvumo yekuvaka (MoM) (Chikunguru)-4.8%11.9%
01:30🇦🇺2 pointsKambani Gross Operating Profits (QoQ) (Q2)1.0%-0.5%
01:45🇨🇳2 pointsCaixin Manufacturing PMI (MoM) (Aug)49.749.5
08:00🇪🇺2 pointsHCOB Eurozone Manufacturing PMI (Aug)50.550.5
09:00🇪🇺2 pointsMwero Wokushaya Basa (Chikunguru)6.2%6.2%
12:00🇪🇺2 pointsECB's Schnabel Inotaura--------
17:30🇪🇺2 pointsMutungamiri weECB Lagarde Vanotaura--------

Pfupiso yeKuuya Economic Zviitiko pa September 1, 2025

Asia - Australia neChina

Australia – Zvibvumirano Zvekuvaka (MoM, Jul) – 01:30 UTC

  • Forecast: -4.8% (Prev.: +11.9%)
  • Impact: Kudzikira kwakanyanya mushure mekudzoka kwakasimba kunogona kuratidza kushaya simba mumabasa edzimba, kumanikidza AUD uye zvine chekuita nekuvaka.

Australia - Kambani Gross Operating Profits (QoQ, Q2) - 01:30 UTC

  • Forecast: +1.0% (Prev.: -0.5%)
  • Impact: Kudzokera mukukura kwepurofiti inotsigira emakambani masheti, akanaka kune AUD uye equity manzwiro.

China - Caixin Manufacturing PMI (Aug) - 01:45 UTC

  • Forecast: 49.7 (Prev.: 49.5)
  • Impact: Zvichiri pasi pemakumi mashanu, zvichiratidza kuderera, asi kuvandudza kushoma kunogona kuderedza kunetsa kwemusika. Kiyi yeCNY, zvigadzirwa, uye yedunhu njodzi yekudya.

Europe - Kugadzira & Musika Webasa

Eurozone - HCOB Manufacturing PMI (Aug) - 08:00 UTC

  • Forecast: 50.5 (Prev.: 50.5)
  • Impact: Kubata pamutsetse we50.0 kunoratidza kusamira. Kufamba pamusoro pe50 kunogona kuwedzera EUR uye EU equities.

Eurozone - Mwero Wokushaya Basa (Chikunguru) - 09:00 UTC

  • Forecast: 6.2% (Prev.: 6.2%)
  • Impact: Yakagadzika musika wevashandi data inosimbisa ECB yekuchenjerera mutemo mamiriro.

ECB Vatauri - Schnabel pa12: 00 UTC; Lagarde na17:30 UTC

  • Impact: Misika inozotarisa masaini pane ECB's inflation maonero uye chiyero trajectory. Matauriro eHawkish anosimbisa EUR, toni dzedovish dzinorema pairi.

Market Impact Analysis

  • Asia: Kupatsanurwa kwedata reAustralia - kubvumidzwa kwekuvaka kusina simba kunopesana nepurofiti yakasimba. Zvichida zvakasanganiswa kukanganisa paAUD. Chinese PMI inoramba iine chibvumirano, ichichengeta kudiwa kwepasirese kunetseka kuri mupenyu.
  • Europe: PMI kumira uye kushaikwa kwemabasa kunoratidza kusimba asi kwakagadzikana. Vatauri veECB vanozove nesarudzo kune EUR inofamba.
  • Global Risk: Nemisika yeUS yakavharwa kweZuva reVashandi, hupfumi huchave hutete, zvichireva kuti data reEuropean neAsia rinogona kunge rakawedzera mhedzisiro paFX uye misika yemabhondi.

Yese Impact Score: 6/10

  • Sei: Zuva riri pakati nepakati. Hapana US macro data, saka chinotarisisa chinochinjira kuenda Chinese PMI, Eurozone PMI, uye ECB tsinhiro. Kutetepa kwemari kunogona kuwedzera maitiro emitengo, kunyanya muEUR neAUD.