Jeremy Oles

Rakabudiswa On: 11/06/2025
Goverana!
Zviitiko zvehupfumi zviri kuuya 12 Chikumi 2025
By Rakabudiswa On: 11/06/2025
Nguva(GMT+0/UTC+0)mamirirokukoshaEventForecastpashure
09:00🇪🇺2 pointsECB's Schnabel Inotaura--------
12:00🇪🇺2 pointsECB's De Guindos Inotaura--------
12:20🇪🇺2 pointsECB's Schnabel Inotaura--------
12:30Extraterrestrial2 pointsKuenderera mberi Nezvichemo Zvisina Basa----1,904K
12:30Extraterrestrial2 pointsCore PPI (MoM) (Chivabvu)0.3%-0.4%
12:30Extraterrestrial3 pointsPakutanga Kusarudzwa kweJobho241K247K
12:30Extraterrestrial3 pointsPPI (MoM) (Chivabvu)0.2%-0.5%
14:15🇪🇺2 pointsECB's Elderson Anotaura--------
16:00Extraterrestrial2 pointsWASDE Report--------
17:00Extraterrestrial3 points30-Yegore Bond Auction----4.819%
20:30Extraterrestrial2 pointsFed's Balance Sheet----6,673B
22:30🇳🇿2 pointsBhizinesi NZ PMI (Chivabvu)----53.9

Pfupiso yeZviitiko zveEconomic Zvinouya musi waChikumi 12, 2025

Eurozone

1. Vatauri veECB: Schnabel, De Guindos, Elderson – 09:00, 12:00, 12:20, 14:15 UTC

  • Market Impact:
    • Focus inenge iri yavo post-rate cut guide.
    • Mashoko eHawkish anogona kusimbisa EUR uye simudza Zvibereko zveEurope.
    • Dovish toni inogona kusimbisa kumwe kurerutsa kusarura, kumanikidza EUR uye kutsigira equities.

nyika dzakabatana

2. Zvichemo zvekutanga zvisina basa (Jun 7) - 12:30 UTC

  • Forecast: 241K | Previous: 247K

3. Kuenderera mberi Nezvichemo zvisina Basa - 12:30 UTC

  • Previous: 1,904K
  • Market Impact:
    • Kugadzikana kwemusika wevashandi kana kushaya simba kuchapesvedzera Fed chiyero nzira.
    • Kuderera kwezvikumbiro kunogona ganhurira Fed kurerutsa tarisiro; kuwedzera kunogona kutsigira dovish market positioning.

4. PPI & Core PPI (MoM) (Chivabvu) – 12:30 UTC

  • Forecast PPI: +0.2% | Previous: -0.5%
  • Forecast Core PPI: +0.3% | Previous: -0.4%
  • Market Impact:
    • Mushure meCPI, PPI inopa imwe nzwisiso mukati kukwira kwemitengo yezvinhu.
    • Kuverenga kwakasimba-kupfuura-kunotarisirwa kunogona simbisa mamiriro emari; akadhinda akapfava aizotsigira Dyisa njiva.

5. WASDE Report (USDA) - 16:00 UTC

  • Market Impact:
    • Inogona kukanganisa zvekurima (chibage, gorosi, soya bhinzi), kufurira mari-yakabatana nemari (AUD, CAD).
    • Indirect impact on tarisiro dzekukwira kwemitengo pasi rose.

6. 30-Year Bond Auction - 17:00 UTC

  • Previous Goho: 4.819%
  • Market Impact:
    • Kuda kwenguva refu kunoratidza chivimbo chemuridzi mukati inflation yenguva refu uye kuchengetedza chikwereti.
    • Kudiwa kusina simba kunogona kusimudza goho renguva refu, zvichimanikidza equities uye risk assets.

7. Fed's Balance Sheet – 20:30 UTC

  • Previous: $ 6.673T
  • Market Impact:
    • Kuramba kuderera kunoratidza liquidity tightening.
    • Kudzikamisa kana kuwedzera kunogona kuratidza a kumbomira muQT, zvishoma zvinotsigira pfungwa dzengozi.

Nyuzirendi

8. Bhizinesi NZ PMI (Chivabvu) - 22:30 UTC

  • Previous: 53.9
  • Market Impact:
    • Kuverenga pamusoro pe50 kunoratidza Kuwedzera.
    • Kudhinda kwakasimba kwaigona tsigira NZD; kudonha kwakapinza kunogona kukonzera kunetseka pamusoro pekuderera kwekukura.

Market Impact Analysis

  • US PPI uye zvichemo zvisina basa ichatora nzvimbo yepakati zvichitevera chirevo cheCPI zuva rakapfuura.
  • Hurukuro dzevakuru veECB dzinoenderera mberi Eurozone policy kujeka post-cut.
  • The WASDE report aigona kufamba misika uye misika inokanganisa inflation.
  • The 30-makore bond auction ichanyatsotariswa kune chero zviratidzo zve kunetsa kwevasima mari pamusoro peUS fiscal policy.

Yese Impact Score: 8/10

Kiyi Yekutarisa:
Ichi chikamu chichaenderera mberi nemusika maitiro kune US data inflation nekuwedzera kumanikidzwa kubva PPI uye zvichemo zvisina basa. Kusanganiswa kwe ECB tsananguro, data reUS, iyo bond auction, uye zvigadzirwa maonero anoita izvi zvimwe high-volatility zuva rekutengesa nokuti USD, EUR, Treasuries, commodities, uye njodzi midziyo.