Zviitiko zvehupfumi zviri kuuya 2 Zvita 2024

Nguva(GMT+0/UTC+0)	mamiriro	kukosha	chiitiko	kushurudzira	pashure
00:30		2 pfungwa	Kubvumira Kuvaka (MoM) (Oct)	1.2%	4.4%
00:30		2 pfungwa	Kambani Gross Operating Profits (QoQ) (Q3)	0.6%	-5.3%
01:30		2 pfungwa	Retail Sales (MoM) (Oct)	0.4%	0.1%
01:45		2 pfungwa	Caixin Manufacturing PMI (Nov)	50.6	50.3
09:00		2 pfungwa	HCOB Eurozone Manufacturing PMI (Nov)	45.2	46.0
10:00		2 pfungwa	Mutungamiri weECB Lagarde Vanotaura	---	---
10:00		2 pfungwa	Mwero Wokushaya Basa (Oct)	6.3%	6.3%
14:45		3 pfungwa	S&P Global US Manufacturing PMI (Nov)	48.8	48.5
15:00		2 pfungwa	Kushandisa Pakuvaka (MoM) (Oct)	0.2%	0.1%
15:00		2 pfungwa	ISM Manufacturing Employment (Nov)	---	44.4
15:00		3 pfungwa	ISM Manufacturing PMI (Nov)	47.7	46.5
15:00		3 pfungwa	ISM Manufacturing Mitengo (Nov)	55.2	54.8
20:15		2 pfungwa	Fed Waller Anotaura	---	---
20:30		2 pfungwa	CFTC Crude Oil inofungidzira mambure zvinzvimbo	---	193.9K
20:30		2 pfungwa	CFTC Goridhe yekufungidzira mambure zvinzvimbo	---	234.4K
20:30		2 pfungwa	CFTC Nasdaq 100 yekufungidzira mambure zvinzvimbo	---	19.8K
20:30		2 pfungwa	CFTC S&P 500 yekufungidzira mambure zvinzvimbo	---	34.9K
20:30		2 pfungwa	CFTC AUD yekufungidzira mambure zvinzvimbo	---	31.6K
20:30		2 pfungwa	CFTC JPY yekufungidzira mambure zvinzvimbo	---	-46.9K
20:30		2 pfungwa	CFTC EUR yekufungidzira mambure zvinzvimbo	---	-42.6K
21:30		2 pfungwa	Nhengo yeFOMC Williams Anotaura	---	---

Pfupiso yeZviitiko Zvinouya zvehupfumi musi waZvita 2, 2024

1. Australia Economic Data (00:30–01:30 UTC):
   • Kubvumira Kuvaka (MoM) (Oct): Forecast: 1.2%, Yakapfuura: 4.4%.
     Inoyera shanduko muhuwandu hwezvivakwa zvitsva zvinotenderwa. Nhamba yakaderera inogona kuyera paAUD, nepo kubvumidzwa kwakasimba kwaizoratidza kusimba muchikamu chekuvaka.
   • Kambani Gross Operating Profits (QoQ) (Q3): Forecast: 0.6%, Yakapfuura: -5.3%.
     Inoratidza purofiti yekambani. Kudzokororwa kwaizotsigira AUD, zvichiratidza kuvandudzwa kwehupfumi.
   • Retail Sales (MoM) (Oct): Forecast: 0.4%, Yakapfuura: 0.1%.
     Kukwira kwekutengesa kwekutengesa kunoratidza kudiwa kwakasimba kwevatengi, kutsigira iyo AUD, nepo huwandu husina kusimba hwaizoratidza kungwarira pakati pevatengi.
2. China Caixin Manufacturing PMI (Nov) (01:45 UTC):
   • Forecast: 50.6, Previous: 50.3.
     Kuverenga pamusoro pe50 kunoratidza kuwedzera mukugadzira. Yakasimba data yaizotsigira iyo CNY uye kuwedzera njodzi yepasirese, nepo isina kusimba data yaizoratidza kunonoka kuita.
3. Eurozone Economic Data (09:00–10:00 UTC):
   • HCOB Manufacturing PMI (Nov): Forecast: 45.2, Zvakapfuura: 46.0.
     PMI iri pasi pe50 inoratidza chibvumirano. Huwandu husina kusimba hunogona kuyera EUR, nepo kuvandudzwa kunoratidza kugona kupora.
   • Mwero Wokushaya Basa (Oct): Forecast: 6.3%, Yakapfuura: 6.3%.
     Urovha hwakagadzikana hunoratidza musika wevashandi wakagadzikana, unotsigira EUR.
   • Mutungamiri weECB Lagarde Vanotaura (10:00 UTC):
     Maonero eHawkish aizotsigira EUR nekusimbisa kusimbaradza tarisiro, nepo kutaura kwakashata kunogona kupfavisa mari.
4. US Manufacturing and Construction Data (14:45–15:00 UTC):
   • S&P Global Manufacturing PMI (Nov): Forecast: 48.8, Zvakapfuura: 48.5.
   • ISM Manufacturing PMI (Nov): Forecast: 47.7, Zvakapfuura: 46.5.
   • ISM Manufacturing Mitengo (Nov): Forecast: 55.2, Zvakapfuura: 54.8.
   • Kushandisa Pakuvaka (MoM) (Oct): Forecast: 0.2%, Yakapfuura: 0.1%.
     Kuvandudza mukugadzira PMIs kana kushandiswa kwekuvaka kwaizoratidza kusimba kwehupfumi, kutsigira USD. Kuwedzera chibvumirano muPMI kana kushomeka kwemari kunogona kuyera mari.
5. CFTC Speculative Positions (20:30 UTC):
   • Inoteedzera fungidziro mukati mafuta asina kuchena, goridhe, equities, uye mari hombe.
     Shanduko muzvinzvimbo zvemambure zvinoratidza shanduko mumusika wemanzwiro uye mafambiro emangwana.
6. Fed Mhinduro (20:15 & 21:30 UTC):
   • Fed Waller Anotaura (20:15 UTC): Insights muFed policy direction.
   • Nhengo yeFOMC Williams Anotaura (21:30 UTC): Inogona kupesvedzera zvinotarisirwa kukwira kwemitengo nemafambisirwo emari yemumba. Matoni eHawkish aizotsigira iyo USD, nepo matauriro ehudovish aigona kuremerwa pazviri.

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Market Impact Analysis

• Data yeAustralia:
  Kudzoreredza purofiti yemakambani, kutengesa kwepamusoro kwekutengesa, kana kubvumidzwa kwakasimba kwekuvaka kwaizotsigira iyo AUD, zvichiratidza kudzoreredza kwehupfumi. Mashoko asina simba anogona kuderedza manzwiro.
• China Kugadzira PMI:
  Kuverenga kwakasimba kwaizotsigira manzwiro enjodzi yepasirese uye mari-yakabatana nemari senge AUD, nepo data isina kusimba inogona kuratidza kudzikira kwepasirese.
• Eurozone Data & Lagarde Kutaura:
  Yakasimba PMI kana data rekusashanda uye hawkish ECB tsinhiro yaizotsigira EUR. Huwandu hwekugadzira husina kusimba kana kutaura kwakashata kunogona kuremedza mari.
• US Manufacturing Data & Fed Commentary:
  Resilience muISM uye S&P PMIs, mari yekuvaka, kana hawkish Fed tsinhiro yaizosimbisa USD simba. Idata isina kusimba kana kutaura kwakashata kunogona kupfavisa mari.

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Overall Impact

Volatility:
Zvine mwero kusvika pakakwirira, zvine tarisiro pane yepasi rose yekugadzira data, ECB uye Fed tsinhiro, uye US inflation-yakabatana yekugadzira manhamba.

Impact Score: 7/10, ine zvakakosha pesvedzero kubva kuChina PMI, US kugadzira uye kuvaka data, uye yepakati bhangi tsinhiro inoumba pfupi-pfupi musika manzwiro.