Jeremy Oles

Rakabudiswa On: 18/11/2024
Goverana!
By Rakabudiswa On: 18/11/2024
Nguva(GMT+0/UTC+0)mamirirokukoshachiitikokushurudzirapashure
00:30🇦🇺2 pfungwaRBA Meeting Maminitsi------
08:45🇪🇺2 pfungwaECB's Elderson Anotaura------
10:00🇪🇺2 pfungwaCore CPI (YoY) (Gumiguru)2.7%2.7%
10:00🇪🇺3 pfungwaCPI (YoY) (Gumiguru)2.0%2.0%
10:00🇪🇺2 pfungwaCPI (MoM) (Gumiguru)0.3%-0.1%
13:30Extraterrestrial2 pfungwaMvumo yekuvaka (Oct)  1.440M1.425M
13:30Extraterrestrial2 pfungwaDzimba Dzinotanga (MoM) (Oct)----0.5%
13:30Extraterrestrial2 pfungwaDzimba Dzinotanga (Oct)1.340M1.354M
16:30Extraterrestrial2 pfungwaAtlanta Fed GDPNow (Q4)2.5%2.5%
21:30Extraterrestrial2 pfungwaAPI Weekly Crude Oil Stock----0.777M
23:50🇯🇵2 pfungwaYakagadziridzwa Trade Balance-0.15T-0.19T
23:50🇯🇵2 pfungwa
Zvinotengeswa kunze kwenyika (YoY) (Gumiguru)
2.2%-1.7%
23:50🇯🇵2 pfungwaTrade Balance (Gumiguru)-360.4B-294.1B

Pfupiso yeZviitiko Zvehupfumi Zvinouya muna Mbudzi 19, 2024

  1. RBA Meeting Miniti (00:30 UTC):
    Inopa ruzivo rweReserve Bank yeAustralia nhaurirano dzemitemo, ichipa maonero ezvehupfumi hwebhanga uye zvingangoitika mune remangwana remitemo yemari. Hawkish toni yaizotsigira iyo AUD, nepo dovish tsinhiro inogona kuremerwa pairi.
  2. ECB's Elderson Anotaura (08:45 UTC):
    ECB Executive Board Member Frank Elderson anogona kukurukura kugadzikana kwemari uye mamiriro ehupfumi muEurozone. Chero toni yehawkish inogona kutsigira EUR, nepo matauriro ehudovi anogona kuideredza.
  3. Eurozone CPI Data (10:00 UTC):
  • Core CPI (YoY) (Gumiguru): Forecast: 2.7%, Yakapfuura: 2.7%.
  • CPI (YoY) (Gumiguru): Forecast: 2.0%, Yakapfuura: 2.0%.
  • CPI (MoM) (Gumiguru): Forecast: 0.3%, Yakapfuura: -0.1%.
    Huwandu hweCPI hwakagadzikana kana huchikwira hwaizotsigira EUR nekuratidza inflation inoramba iripo, nepo nhamba dzisina simba-kupfuura-inotarisirwa dzinogona kuyera mari.
  1. Mvumo yeKuvaka yeUS & Dzimba Dzinotanga (13:30 UTC):
  • Mvumo yekuvaka (Oct): Forecast: 1.440M, Pamberi: 1.425M.
  • Dzimba Dzinotanga (MoM) (Oct): Zvakapfuura: -0.5%.
  • Dzimba Dzinotanga (Oct): Forecast: 1.340M, Pamberi: 1.354M.
    Mvumo yekuvaka yakasimba kana dzimba dzinotanga data zvingaratidza kusimba mumusika wedzimba weUS, uchitsigira USD. Data isina simba inogona kuratidza kuderera kwekuita kwehupfumi, kurema pamari.
  1. Atlanta Fed GDPNow (Q4) (16:30 UTC):
    Kufanotaura kwazvino: 2.5%. Zvigadziriso kune iyi chaiyo-nguva GDP fungidziro inogona kukanganisa manzwiro eUSD, kunyanya kana zvigadziriso zvichiratidza kukura kwakasimba kana kushoma.
  2. API Weekly Crude Oil Stock (21:30 UTC):
    Inoyera shanduko yevhiki nevhiki muUS crude oil inventory. Zvakapfuura: -0.777M. Kudzikira kungaratidza kudiwa kwakasimba, kutsigira mitengo yemafuta, nepo chivakwa chinoratidza kushomeka kwekuda, kungangomanikidza mitengo.
  3. Japan Trade Data (23:50 UTC):
  • Yakagadziridzwa Trade Balance (Gumiguru): Forecast: -0.15T, Previous: -0.19T.
  • Zvinotengeswa kunze kwenyika (YoY) (Gumiguru): Forecast: 2.2%, Yakapfuura: -1.7%.
  • Trade Balance (Gumiguru): Forecast: -360.4B, Previous: -294.1B.
    Kuvandudza nhamba dzekutengeserana kana kuwedzera kwekutengesa kunze kwaizoratidza simba rehupfumi, kutsigira JPY. Weaker data inogona kuyera pamari.

Market Impact Analysis

  • RBA Meeting Minute:
    Inzwi re hawkish raizotsigira iyo AUD, kunyanya kana maminetsi achiratidza kunetseka nezve inflation kana kuwedzera mwero. Dovish zviratidzo zvinogona kuderedza iyo AUD.
  • Eurozone CPI Data & ECB Elderson Kutaura:
    Yakagadzikana kana yepamusoro-kupfuura-inotarisirwa CPI nhamba yaizosimbisa kudiwa kweiyo yakasimba mari mutemo, kutsigira EUR. Yakaderera CPI manhamba kana dovish kutaura kubva kuna Elderson kunogona kunetesa EUR.
  • US Housing Data:
    Mvumo yekuvaka yakasimba kana kutanga kwedzimba kungaratidza kusimba mumusika wedzimba weUS, uchitsigira USD. Nhamba dzisina kusimba dzinogona kuratidza kudzikira kwehupfumi, zvichiremera pamari.
  • Japan Trade Data:
    Kuvandudzwa kwezviyero zvekutengeserana kana kukura kwakanaka kwekunze kwaizoratidza kudzoreredza muchikamu chekunze cheJapan, kutsigira JPY. Data isina simba inogona kuratidza matambudziko arikuenderera mberi, anogona kupfavisa mari.
  • API Crude Oil Stock:
    Kudonhedza kwakakura kwaizotsigira mitengo yemafuta uye mari yakabatana nemidziyo, nepo chivakwa chaizoratidza kushomeka kuri kuita, kungangorema pamitengo yemafuta.

Overall Impact

Volatility:
Zvine mwero, zvine kutarisisa zvakanyanya paEurozone inflation data, zviratidzo zvemusika wedzimba wekuUS, uye nhamba dzekutengeserana dzeJapan. Kunzwa kwemusika kuchaenderanawo neRBA maminetsi emusangano uye simba remusika simba.

Impact Score: 6/10, inotungamirwa nedzimba, inflation, uye data rekutengesa kubva kuhupfumi hukuru hunozogadzira manzwiro enguva pfupi yemari uye zvigadzirwa.