Jeremy Oles
Goverana!
| Nguva(GMT+0/UTC+0) | mamiriro | kukosha | Event | Forecast | pashure |
| 03:15 |  | 2 points | Mutungamiri weECB Lagarde Vanotaura | ---- | ---- |
| 09:30 | | 2 points | ECB's Lane Inotaura | ---- | ---- |
| 12:30 |  | 3 points | Core CPI (MoM) (Chivabvu) | 0.3% | 0.2% |
| 12:30 | | 2 points | Core CPI (YoY) (Chivabvu) | 2.9% | 2.8% |
| 12:30 | | 3 points | CPI (YoY) (Chivabvu) | 2.5% | 2.3% |
| 12:30 | | 3 points | CPI (MoM) (Chivabvu) | 0.2% | 0.2% |
| 14:30 | | 3 points | Mafuta Asingawaniki Inventories | 0.100M | -4.304M |
| 14:30 | | 2 points | Cushing Crude Oil Inventories | ---- | 0.576M |
| 17:00 | | 3 points | 10-Yegore Note Auction | ---- | 4.342% |
| 18:00 | | 2 points | Federal Budget Balance (Chivabvu) | -314.3B | 258.0B |
| 22:45 |  | 2 points | Electronic Card Retail Sales (MoM) (Chivabvu) | ---- | 0.0% |
| 23:50 |  | 2 points | BSI Yakakura Manufacturing Conditions (Q2) | 0.8 | -2.4 |
Pfupiso yeZviitiko zveEconomic Zvinouya musi waChikumi 11, 2025
Eurozone
1. Mutungamiri weECB Lagarde neECB's Lane Talk – 03:15 & 09:30 UTC
- Market Impact:
- Hurukuro dzakakosha zvichitevera kuderedzwa kwechiyero chaJune.
- Makomendi pa inflation trajectory kana ramangwana chiyero nzira zvinogona kukanganisa EUR uye bond goho.
- Mutauro weHawkish unogona kupa EUR rutsigiro, nepo toni dzakaoma dzichiita kumanikidza euro.
nyika dzakabatana
2. CPI & Core CPI (MoM & YoY) (Chivabvu) – 12:30 UTC
- Forecast CPI (YoY): 2.5% Previous: 2.3%
- Forecast Core CPI (YoY): 2.9% Previous: 2.8%
- Forecast CPI (MoM): 0.2% Previous: 0.2%
- Forecast Core CPI (MoM): 0.3% Previous: 0.2%
- Market Impact:
- Uyu ndiye chiitiko chinonyanya kukosha chezuva.
- Chero kushamisika kwakakwira, kunyanya mucore CPI, may kuderedza chiyero chekucheka zvinotarisirwa, kusimbisa USD uye Treasury goho.
- Chinyorwa chakapfava chaigona kutsigira equities uye dzvanya USD.
3. Crude Oil & Cushing Inventories - 14:30 UTC
- Forecast: +0.100M | Previous: -4.304M
- Market Impact:
- Kudzokera kune stock kuvaka kunogona mutengo wemafuta evhavha, nepo imwe dhizaini inogona kutsigira inflation-sensitive assets.
4. 10-Year Note Auction - 17:00 UTC
- Previous Goho: 4.342%
- Market Impact:
- Kudiwa kwakasimba kunotsigira Treasury market kugadzikana; kudiwa kusina simba kunogona kuratidza kunetseka pamusoro pekukwira kwemitengo kwenguva refu kana mazinga echikwereti.
5. Federal Budget Balance (Chivabvu) - 18:00 UTC
- Forecast: $314.3B | Previous: +$258.0B
- Market Impact:
- Kukanganisa kukuru kwaigona remesa manzwiro echisungo, kunyanya kana inflation ikaramba yakanamatira.
Nyuzirendi
6. Electronic Card Retail Sales (MoM) (May) - 22:45 UTC
- Previous: 0.0%
- Market Impact:
- Kukwira kunogona kuratidza kuvandudza zvinodiwa zvemumba, kutsigira NZD.
- Kukura kusina simba kana kwakashata kwaizosimbisa kuchenjerera kwehupfumi.
Japani
7. BSI Yakakura Manufacturing Conditions (Q2) - 23:50 UTC
- Forecast: + 0.8 | Previous: -2.4
- Market Impact:
- Kuvandudza kunoratidza kugadzikana kwemaindasitiri, kutsigira JPY uye Japanese equities.
Market Impact Analysis
- Meso ese achange ari paUS CPI, sezvazvinosarudza pedyo-yenguva nhungamiro yeFed policy uye mutengo wepasi rose weasset.
- ECB tsinhiro inopa imwe nzwisiso mukati Eurozone policy trajectory mushure mekucheka kwaJune.
- 10-makore auction uye isina kuchena data round out a US-centric zuva rekutengesa, ine mukana wekufamba kukuru mukati USD, goho, uye misika yemagetsi.
Yese Impact Score: 9/10
Kiyi Yekutarisa:
Uyu high-impact session zvakaringana kumativi ose US data inflation, zvine zvazvinoreva zvikuru zve mubereko zvinotarisirwa, equity misika, uye currency dynamics. Kuwedzera rutsigiro kunobva ECB hurukuro, zvinyorwa zvemafuta, uye Japan/NZ data, asi CPI icharaira manzwiro epasirese njodzi kwevhiki.
