Jeremy Oles

Rakabudiswa On: 09/09/2025
Goverana!
By Rakabudiswa On: 09/09/2025
Nguva(GMT+0/UTC+0)mamirirokukoshaEventForecastpashure
01:30🇨🇳2 pointsCPI (MoM) (Aug)0.1%0.4%
01:30🇨🇳2 pointsCPI (YoY) (Aug)-0.2%0.0%
01:30🇨🇳2 pointsPPI (YoY) (Aug)-2.9%-3.6%
12:30Extraterrestrial2 pointsCore PPI (MoM) (Aug)0.3%0.9%
12:30Extraterrestrial3 pointsPPI (MoM) (Aug)0.3%0.9%
14:30Extraterrestrial3 pointsMafuta Asingawaniki Inventories----2.415M
14:30Extraterrestrial2 pointsCushing Crude Oil Inventories----1.590M
17:00Extraterrestrial3 points10-Yegore Note Auction----4.255%
17:00Extraterrestrial2 pointsAtlanta Fed GDPNow (Q3)3.0%3.0%
23:50🇯🇵2 pointsBSI Yakakura Manufacturing Conditions (Q3)-3.3-4.8

Pfupiso yeKuuya Economic Zviitiko pa September 10, 2025

Asia - China & Japan

China – CPI & PPI (Aug) – 01:30 UTC

  • CPI (MoM): 0.1% (prev 0.4%)
  • CPI (YoY): -0.2% (prev 0.0%)
  • PPI (YoY): -2.9% (prev -3.6%)
  • Impact: Kuenderera mberi isina simba CPI inosimudzira deflationary kumanikidza muChina, bearish yeCNY uye zvigadzirwa. Zvishoma zvishoma zvisina kunaka PPI zvinoratidza kuti mitengo yefekitori-gedhi inogona kudzikama. Global equities inogona kuona njodzi-kubviswa kana deflation kutya kudzika.

Japan - BSI Yakakura Manufacturing Conditions (Q3) - 23:50 UTC

  • Forecast: -3.3 (prev -4.8)
  • Impact: Kuvandudzwa kubva kuQ2 asi kuchiri kushata, kusaina chibvumirano. Kuita kwemusika kungangove kwakapfava, asi kusimba kunoramba kuripo kunosimbisa kushushikana pamusoro pemaonero eJapan maindasitiri uye JPY yakachengeteka-inoyerera.

United States - Inflation, Energy & Bonds

Core PPI & PPI (Aug) – 12:30 UTC

  • Forecast: +0.3% (prev +0.9%)
  • Impact: Kukura zvishoma nezvishoma kwePPI kwaizorerutsa kushushikana kweinflation, kutsigira mabhondi uye equities asi zvingangoita bhizari yeUSD. A kushamisika kumusoro kwaizosimbisa USD uye Treasury goho, kuwedzera Fed hawkishness.

Crude Oil Inventories - 14:30 UTC

  • Previous: + 2.415M
  • Impact: Zvivakwa zvinowanzoremera pamitengo yemafuta, nepo madhirowa achitsigira. Energy sector equities uye CAD inonzwa.

Cushing Crude Oil Inventories - 14:30 UTC

  • Previous: + 1.590M
  • Impact: Dunhu rekuchengetedza data rinopesvedzera mutengo weWTI kupararira uye kupfupika kwenguva pfupi.

10-Yegore Note Auction - 17:00 UTC

  • Previous Goho: 4.255%
  • Impact: Kuda kwakasimba → goho rakaderera, tsigiro yeUSD, rubatsiro rwemari. Chikumbiro chisina kusimba → goho repamusoro, njodzi-kubvisa, inogona kuenzana kumanikidzwa.

Atlanta Fed GDPNow (Q3) - 17:00 UTC

  • Forecast: 3.0% (zvakafanana)
  • Impact: Inosimbisa maonero ekukura kweUS. Kugadzikana kunotsigira equities asi kunoderedza kukurumidza kweFed cuts.

Market Impact Analysis

  • Asia: China CPI/PPI ichafambisa manzwiro pane deflation vs kudzikamisa. Risk-sensitive assets (AUD, equities, commodities) inogona kuita zvakasimba.
  • US: Inflation kuburikidza nePPI ndiyo inonyanya kukosha. Kuverenga kwakadzika misika yakadzikama, nepo kuverenga kwepamusoro kunotonga Fed inosimbisa kutya. Mafuta emafuta anowedzera commodity volatility. Iyo auction yemakore gumi inogona kufambisa zvakanyanya goho uye masheya.
  • Japani: Dhata ndeyechipiri, ine mwero yen pesvedzero kunze kwekunge zvawanikwa zvichishamisa.

Yese Impact Score: 8/10

  • Sei: China deflation data + US inflation uye mabhondi emisika zviitiko zvinogadzira chikamu chine simba chemisika yepasirese.