Jeremy Oles

Rakabudiswa On: 11/08/2025
Goverana!
By Rakabudiswa On: 11/08/2025
Nguva(GMT+0/UTC+0)mamirirokukoshaEventForecastpashure
01:30🇦🇺2 pointsNAB Business Confidence (Chikunguru)----5
04:30🇦🇺3 pointsRBA Mubereko weChisarudzo (Aug)3.60%3.85%
04:30🇦🇺2 pointsRBA Monetary Policy Statement--------
04:30🇦🇺2 pointsRBA Rate Chirevo--------
09:00🇪🇺2 pointsZEW Economic Sentiment (Aug)28.136.1
11:00Extraterrestrial2 pointsOPEC Mwedzi Chirevo--------
12:30Extraterrestrial3 pointsCore CPI (MoM) (Chikunguru)0.3%0.2%
12:30Extraterrestrial2 pointsCore CPI (YoY) (Chikunguru)3.0%2.9%
12:30Extraterrestrial3 pointsCPI (YoY) (Chikunguru)2.8%2.7%
12:30Extraterrestrial3 pointsCPI (MoM) (Chikunguru)0.2%0.3%
16:00Extraterrestrial2 pointsEIA Yenguva Yenguva pfupi Energy Outlook--------
16:00Extraterrestrial2 pointsWASDE Report--------
18:00Extraterrestrial2 pointsFederal Budget Balance (Chikunguru)----27.0B
20:30Extraterrestrial2 pointsAPI Weekly Crude Oil Stock-----4.200M
22:45🇳🇿2 pointsElectronic Card Retail Sales (MoM) (Chikunguru)----0.5%

Pfupiso yeKuuya Economic Zviitiko pa August 12, 2025

Asia-Pacific - Australia

NAB Business Confidence (Chikunguru) – 01:30 UTC

  • Prev: 5
  • Impact: Kuvandudza kwakasimba mumanzwiro ebhizinesi kwaizotsigira AUD uye kunogona kuratidza kusimba kwehupfumi.

RBA Chibereko Chisarudzo (Aug) - 04:30 UTC

  • Forecast: 3.60% (Prev. 3.85%)
  • Impact: Kuchekwa kwemareti kwaizoratidza shanduko yakanangana nekurerutsira kwemari, pamwe ichideredza AUD uye kutsigira misika yemasheya inotarisisa kuderedzwa kwemitengo yekukwereta.

RBA Monetary Policy Statement & Rate Statement – 04:30 UTC

  • Impact: Toni ichaumba AUD trajectory; mutauro we dovish unosimbisa kusarurana, nepo kungwarira kutarisira kunogona kudzikamisa mari.

Europe - Eurozone

ZEW Economic Sentiment (Aug) – 09:00 UTC

  • Forecast: 28.1 (Prev. 36.1)
  • Impact: Kuderera mumanzwiro kunogona kuremedza EUR uye zvinhu zvine njodzi, zvichiratidza kuderera kwehupfumi mudunhu.

United States - Inflation & Energy

OPEC Monthly Report - 11:00 UTC

  • Impact: Kuvandudzwa kwekufanotaura kwekupa kunogona kukanganisa mitengo yemafuta uye magetsi-akabatanidzwa equities.

CPI & Core CPI (Jul) – 12:30 UTC

  • Core CPI MoM: 0.3% (Prev. 0.2%)
  • Core CPI YoY: 3.0% (Prev. 2.9%)
  • CPI YoY: 2.8% (Prev. 2.7%)
  • CPI MoM: 0.2% (Prev. 0.3%)
  • Impact: Kuverenga kwepamusoro-kupfuura-kunotarisirwa kwaizomanikidza iyo Fed kuti ichengetedze mitengo yakakwira kwenguva yakareba, ichitsigira USD asi ichiyera paequities nemabhondi.

EIA Yenguva Yenguva Yesimba Maonero - 16:00 UTC

  • Impact: Musika-unonzwa mafuta uye gasi kupa-inoda fungidziro.

WASDE Report - 16:00 UTC

  • Impact: Agricultural market volatility; zvakakosha kuzvinhu zvakaita sechibage, gorosi, nesoya beans.

Federal Budget Balance (Chikunguru) - 18:00 UTC

  • Prev: $27.0B yakasara
  • Impact: Inogona kupesvedzera zvinotarisirwa kupihwa neTreasury uye goho remusika wemabhondi.

API Weekly Crude Oil Stock - 20:30 UTC

  • Prev: -4.200M
  • Impact: Imwe dhirowa inotsigira mitengo yemafuta uye tarisiro yekukwira kwemitengo.

Nyuzirendi

Electronic Card Retail Sales (Jul) – 22:45 UTC

  • Prev: 0.5%
  • Impact: Chiyero chekushandiswa kwevatengi; kukura kwepamusoro kunotsigira NZD.

Market Impact Analysis

  • Key Driver: Kuburitswa kweUS CPI kuchatonga zuva - fungidziro yakakwira zvishoma inoratidza mukana wepamusoro wengozi yekuverengera inflation, izvo zvinogona kushandura Fed-cut-cut tarisiro.
  • Secondary Drivers RBA's chiyero sarudzo uye toni inotungamira AUD; Mishumo yemusika wemafuta (OPEC, EIA, API) inogona kufambisa mutengo wekutengesa.
  • Risk Sentiment: Kudonha kweEurozone manzwiro kunowedzera kusarerekera zvinyoro kune EUR.

Ose Impact Score: 9/10

  • Simba rakasimba kubva kuUS inflation data pamisika yepasi rose.
  • Kuburitswa kwemusika wemagetsi uye sarudzo yeRBA inowedzera muchinjika-asset kusimba kugona.