Jeremy Oles

Rakabudiswa On: 13/10/2024
Goverana!
Zviitiko zvehupfumi zviri kuuya 14 Gumiguru 2024
By Rakabudiswa On: 13/10/2024
Nguva(GMT+0/UTC+0)mamirirokukoshachiitikokushurudzirapashure
03:00🇨🇳2 pfungwaZvinotengeswa kunze kwenyika (YoY) (Sep)6.0%8.7%
03:00🇨🇳2 pfungwaZvinotengeswa kunze kwenyika (YoY) (Sep)0.9%0.5%
03:00🇨🇳2 pfungwaTrade Balance (USD) (Sep)91.50B91.02B
11:00Extraterrestrial2 pfungwaOPEC Mwedzi Chirevo------
13:00Extraterrestrial2 pfungwaFOMC Member Kashkari Speaks------
15:00Extraterrestrial2 pfungwaNY Fed 1-Year Consumer Inflation (Sep)---3.0%
18:00Extraterrestrial2 pfungwaFederal Budget Balance (Sep)61.0B-380.0B
19:00Extraterrestrial2 pfungwaFed Waller Anotaura------
21:00Extraterrestrial2 pfungwaFOMC Member Kashkari Speaks------

Pfupiso yeZviitiko Zvehupfumi Zvinouya muna Gumiguru 14, 2024

  1. China Exports (YoY) (Sep) (03:00 UTC):
    Inoyera shanduko yegore negore mukukosha kwezvinhu zvinotengeswa kunze kwenyika kubva kuChina. Forecast: 6.0%, Yakapfuura: 8.7%. Kudzikira kwekutengeswa kunze kwenyika kunogona kuratidza kushomeka kwepasi rose.
  2. China Imports (YoY) (Sep) (03:00 UTC):
    Inoyera shanduko yegore negore mukukosha kwezvinhu zvinounzwa kuChina. Forecast: 0.9%, Yakapfuura: 0.5%. Kukwira kwezvinhu zvinotengeswa kunze kwenyika kunogona kuratidza kuvandudza kudiwa kwemba.
  3. China Trade Balance (USD) (Sep) (03:00 UTC):
    Musiyano uripo pakati pekukosha kwezvinhu zvinotengeswa kunze kwenyika neChina. Forecast: $91.50B, Pamberi: $91.02B. Kuwedzera kwekutengesa kunoratidza kusimba kwekuita kunze kune kunze kwenyika.
  4. OPEC Monthly Report (11:00 UTC):
    Inopa kuongororwa kwakadzama kwemamiriro emusika wepasi rose wemafuta, kugovera, uye kufanotaura kudiwa, izvo zvinogona kukanganisa mitengo yemafuta uye zvinotarisirwa pamusika zvesimba.
  5. Nhengo yeFOMC Kashkari Inotaura (13:00 UTC & 21:00 UTC):
    Neel Kashkari, Mutungamiri weMinneapolis Fed, anogona kupa nzwisiso mumaonero eFederal Reserve pamusoro pekukwira kwemitengo, kukura, uye sarudzo dzemubereko dzemangwana.
  6. NY Fed Kwegore Rinotarisirwa Nekukwira Kwemitengo Kwevatengi (Sep) (1:15 UTC):
    Inoteedzera zvinotarisirwa nevatengi zvekukwira kwemitengo mugore rinotevera. Zvakapfuura: 3.0%. Kukwira kwetarisiro kunogona kukanganisa manzwiro emusika nezve remangwana reFed policy.
  7. US Federal Budget Balance (Sep) (18:00 UTC):
    Musiyano uripo pakati pemari yehurumende yeUS uye kushandisa. Forecast: $61.0B, Pamberi: --$380.0B. Kuwedzera kwaizoratidza kuvandudzwa kwemari, kutsigira USD.
  8. Fed Waller Anotaura (19:00 UTC):
    Mashoko kubva kuna Gavhuna weFed Christopher Waller anogona kupa rumwe ruzivo nezve chimiro cheFed pamusoro pekukwira kwemitengo uye mitengo yemubereko, inogona kukanganisa tarisiro yemusika.

Market Impact Analysis

  • China Trade Data (Exports, Imports, Trade Balance):
    Hunhu hwakasimba-kupfuura-hwaitarisirwa kunze kwenyika hungaratidza kudiwa kwepasirese, kutsigira mitengo yezvinhu uye zvinhu zvine njodzi, nepo nhamba dzisina kusimba dzinogona kuratidza kudzikira kwepasirese, kurema mari senge AUD. Kukwira kwemitengo yekunze kunogona kuratidza kudiwa kwakasimba mudzimba muChina, zvichiwedzera misikanzwa yekukura-yakabatana zvinhu.
  • OPEC Monthly Report:
    Shanduko mumaonero eOPEC pakupihwa kwemafuta uye kudiwa kunogona kufambisa mitengo yemafuta. Maonero akasimba ekupa anogona kutsigira mitengo yemafuta yakakwira, nepo zviratidzo zvekuwandisa zvichigona kuvaremera.
  • FOMC Hurukuro (Kashkari & Waller):
    Mashoko eHawkish kubva kuKashkari kana Waller anogona kutsigira USD nekuwedzera tarisiro yezviyero zveramangwana. Matauriro eDovish anogona kuratidza kungwarira nezve kukura kwehupfumi, kunetesa USD.
  • Zvinotarisirwa neNY Fed Inflation:
    Kukwirira kwekukwira kwemitengo kunoratidza kuenderera mberi kwe inflation, kutsigira USD nekureva hukasha hweFed kusimbisa. Tarisiro yakaderera inogona kuderedza kushushikana nezve inflation, kupfavisa USD.
  • US Federal Budget Balance:
    Kuwedzera kwebhajeti kunogona kuratidza hutano hwakavandudzika hwemari, hunogona kusimbisa USD, nepo kushomeka kwakakura-kupfuura-inotarisirwa kungaite kuti iite zinyekenyeke nekusimudzira kushushikana pamusoro pekuchengetedza mari.

Overall Impact

Volatility:
Zvine mwero, zvine tarisiro pane data rekutengesa reChina uye hurukuro kubva kunhengo dzakakosha dzeFederal Reserve. Misika ichaita kune zvikwangwani nezve tarisiro yekukwira kwemitengo uye shanduko inogona kuitika muUS mari mutemo, pamwe nemaonero eOPEC pamusika wemafuta.

Impact Score: 6/10, ine zviitiko zvakakosha senge data rekutengeserana reChina uye tarisiro yekukwira kwemitengo yeUS inoita basa rakakosha mukuumba manzwiro emusika uye tarisiro yekukura kwehupfumi uye mutemo wemari.