Jeremy Oles

Rakabudiswa On: 09/12/2024
Goverana!
Zviitiko zvehupfumi zviri kuuya 10 Zvita 2024
By Rakabudiswa On: 09/12/2024
Nguva(GMT+0/UTC+0)mamirirokukoshachiitikokushurudzirapashure
00:30🇦🇺2 pfungwaNAB Business Confidence (Nov)---5
03:00🇨🇳2 pfungwaTrade Balance (USD) (Nov)94.00B95.27B
03:00🇨🇳2 pfungwaZvinotengeswa kunze kwenyika (YoY) (Nov)0.3%-2.3%
03:00🇨🇳2 pfungwaZvinotengeswa kunze kwenyika (YoY) (Nov)8.5%12.7%
03:30🇦🇺3 pfungwaRBA Mubereko weChisarudzo (Zvita)4.35%4.35%
03:30🇦🇺2 pfungwaRBA Rate Chirevo------
10:00Extraterrestrial2 pfungwaMusangano weOPEC------
10:00🇪🇺2 pfungwaEurogroup Misangano------
13:30Extraterrestrial2 pfungwaNonfarm Production (QoQ) (Q3)2.2%2.5%
13:30Extraterrestrial2 pfungwaMutengo Webasa Wemayuniti (QoQ) (Q3)1.9%0.4%
17:00Extraterrestrial2 pfungwaEIA Yenguva Yenguva pfupi Energy Outlook------
17:00Extraterrestrial2 pfungwaWASDE Report------
18:00Extraterrestrial2 pfungwa3-Yegore Note Auction---4.152%
21:30Extraterrestrial2 pfungwaAPI Weekly Crude Oil Stock---1.232M
23:50🇯🇵2 pfungwaBSI Yakakura Manufacturing Conditions (Q4)1.84.5

Pfupiso yeZviitiko Zvinouya zvehupfumi musi waZvita 10, 2024

  1. Australia NAB Business Confidence (Nov) (00:30 UTC):
    • Previous: 5.
      Inoratidza manzwiro ebhizinesi muAustralia yese. Maonero akanaka anotsigira iyo AUD, nepo kudzikira kunoratidza kungwarira pakati pemabhizinesi, angangoremera pamari.
  2. China Trade Data (Nov) (03:00 UTC):
    • Trade Balance: Forecast: $94.00B, Pamberi: $95.27B.
    • Zvinotengeswa kunze kwenyika (YoY): Forecast: 0.3%, Yakapfuura: -2.3%.
    • Zvinotengeswa kunze kwenyika (YoY): Forecast: 8.5%, Yakapfuura: 12.7%.
      Kutengeswa kunze kwenyika kwakasimba kana kudzoreredza mune zvinotengeswa kunze kwenyika kungaratidza kuvandudza kudiwa kwepasirese uye kwepamba, kutsigira CNY uye manzwiro enjodzi. Dhata isina kusimba inogona kupa pfungwa pamusoro pehupfumi hweChina, huremu paCNY uye mari-yakabatana-mari seAUD.
  3. Australia RBA Mutengo Wemubereko & Chirevo (03:30 UTC):
    • Forecast: 4.35%, Previous: 4.35%.
      Inzwi re hawkish kana kukwira kusingatarisirwi kwaizotsigira AUD. Dovish tsananguro inosimbisa njodzi dzehupfumi inogona kuremedza mari.
  4. Eurozone & OPEC Misangano (10:00 UTC):
    • Musangano weEurogroup wakanangana nenyaya dzehupfumi nemari mukati meEurozone.
    • Musangano weOPEC unokurukura mitemo yekugadzira mafuta uye mamiriro emusika. Kugadziriswa kwezvinobuda kungakanganisa mitengo yemafuta uye mari yakabatana nemidziyo.
  5. US Labor Kugadzirwa & Mari (Q3) (13:30 UTC):
    • Nonfarm Productivity (QoQ): Forecast: 2.2%, Yakapfuura: 2.5%.
    • Mari Yemayuniti Yevashandi (QoQ): Forecast: 1.9%, Yakapfuura: 0.4%.
      Kubudirira kwepamusoro kunotsigira kubudirira kwehupfumi, kunobatsira USD. Kukwira kwemitengo yevashandi kunoratidza kumanikidzwa kwemuhoro, izvo zvinogona kusimbisa kushushikana kweinflation uye kutsigira USD.
  6. US Energy & Agricultural Reports (17:00 UTC):
    • EIA Yenguva Yenguva Yesimba Maonero: Inopa ruzivo rwekudiwa kwesimba uye maitiro ekugadzira, achipesvedzera misika yemafuta nemagetsi.
    • WASDE Report: Kugadziridzwa kwezvekurima uye kudiwa, zvichikanganisa misika yezvigadzirwa.
  7. US 3-Year Note Auction (18:00 UTC):
    • Previous Goho: 4.152%.
      Kukwira kwegoho kunoratidza tarisiro yakakwira inflation kana kuwedzera kudiwa kwekudzoka, kutsigira USD.
  8. US API Weekly Crude Oil Stock (21:30 UTC):
    • Previous: 1.232M.
      Kudonhedza kunoratidza kudiwa kwakasimba, kutsigira mitengo yemafuta uye mari yakabatana nesimba. Kuvaka kunoratidza kuderera kudiwa, kumanikidza mitengo.
  9. Japan BSI Large Manufacturing Conditions (Q4) (23:50 UTC):
    • Forecast: 1.8, Previous: 4.5.
      Inoyera mamiriro ebhizinesi pakati pevagadziri vakakura. Kuvandudza mamiriro ezvinhu anotsigira JPY, nepo kuderera kwekunzwa kunogona kurema pamari.

Market Impact Analysis

  • Australia NAB & RBA Sarudzo:
    A hawkish RBA kana kuvandudza bhizinesi kuvimba kwaizotsigira iyo AUD. Kuvimba kusina simba kana toni dzematoni dzemitemo dzinogona kuremedza mari.
  • China Trade Data:
    Huwandu hwekutengeserana hwakasimba, kunyanya kudzoreredza kunze kwenyika, hwaizotsigira CNY uye kuvandudza manzwiro enjodzi yepasirese, zvichibatsira mari yakabatana nemidziyo senge AUD. Mashoko asina simba anogona kuderedza manzwiro.
  • Kugadzirwa kweUS & Mari:
    Kukwira kwechigadzirwa uye kugadzikana kwemitengo yevashandi kwaizotsigira USD, zvichiratidza kubudirira kwehupfumi. Kukwira kwemitengo yevashandi kunogona kusimbisa inflation, zvakare kutsigira USD.
  • Mafuta & Commodity Reports:
    Sarudzo dzeOPEC, data reEIA, uye WASDE zvigadziriso zvinokanganisa mitengo yezvinhu uye mari yakabatana seCAD neAUD.
  • Japan Manufacturing Sentiment:
    Kuvandudza mamiriro ebhizinesi kwaizotsigira JPY, zvichiratidza kusimba muchikamu chekugadzira. Data isina kusimba inogona kuratidza matambudziko arikuenderera mberi, achiremera mari.

Overall Impact

Volatility:
Yakakwira, ine kutarisisa kwakakosha padhata rekutengesa reChina, sarudzo yeRBA, kugadzirwa kwevashandi veUS, uye OPEC yemusika wemafuta manzwisisiro.

Impact Score: 8/10, inotungamirwa nedata rekutengeserana kwepasirese, sarudzo dzebhangi repakati, uye mishumo yemusika wekutengesa inoumba manzwiro eAUD, CNY, USD, uye JPY.