Jeremy Oles
Goverana!
| Nguva(GMT+0/UTC+0) | mamiriro | kukosha | Event | | pashure |
| 01:30 |  | 2 points | Akaunti Yazvino (Q2) | -15.9B | -14.7B |
| 03:35 |  | 2 points | 10-Yegore JGB Auction | ---- | 1.462% |
| 09:00 |  | 2 points | Core CPI (YoY) (Aug) | 2.2% | 2.3% |
| 09:00 | | 2 points | CPI (MoM) (Aug) | ---- | 0.0% |
| 09:00 | | 3 points | CPI (YoY) (Aug) | 2.0% | 2.0% |
| 11:30 | | 2 points | ECB's Elderson Anotaura | ---- | ---- |
| 13:45 |  | 3 points | S&P Global Manufacturing PMI (Aug) | 53.3 | 49.8 |
| 14:00 | | 2 points | Kushandisa Pakuvaka (MoM) (Chikunguru) | -0.1% | -0.4% |
| 14:00 | | 2 points | ISM Manufacturing Employment (Aug) | ---- | 43.4 |
| 14:00 | | 3 points | ISM Manufacturing PMI (Aug) | 48.9 | 48.0 |
| 14:00 | | 3 points | ISM Manufacturing Mitengo (Aug) | 65.1 | 64.8 |
| 17:00 | | 2 points | Atlanta Fed GDPNow (Q3) | 3.5% | 3.5% |
Pfupiso yeKuuya Economic Zviitiko pa September 2, 2025
Asia - Australia & Japan
Australia – Current Account (Q2) – 01:30 UTC
- Forecast: -15.9B (Prev.: -14.7B)
- Impact: Kushomeka kwakakura kunoratidza kushomeka kwekutengeserana kuita, kungangoita huremu paAUD, kunyanya kana mitengo yezvinhu ikaramba ichimanikidzwa.
Japan – 10-Year JGB Auction – 03:35 UTC
- Prev. Goho: 1.462%
- Impact: Kudiwa kweauction kuchaumba goho reJGB. Kudiwa kwakasimba kunoita kuti goho rive rakaderera uye rinotsigira JPY; kudiwa kusina simba kunogona kusundira goho rakakwirira, richideredza JPY.
Europe - Inflation & ECB Commentary
Eurozone CPI (Aug) - 09:00 UTC
- Core CPI YoY: 2.2% (Prev.: 2.3%)
- Musoro we CPI YoY: 2.0% (Prev.: 2.0%)
- CPI MoM: Flat inotarisirwa (Prev.: 0.0%)
- Impact: Inflation inobata yakatsiga / yakapfava zvishoma inoratidza kuti mutemo weECB unogona kugara wakangwarira. Kuderera kunoshamisa kunogona kuderedza EUR; kukwira kwemitengo kwakasimba-kupfuura-inotarisirwa kunogona kukuchidzira tarisiro dzehawkish.
ECB's Elderson Anotaura – 11:30 UTC
- Impact: Chakanyanya kutariswa pachimiro chake maererano nekuramba kuri kuita inflation uye kudzikiswa kwemari. Hawkish toni inotsigira EUR, dovish toni inomanikidza iyo.
United States - Kugadzira & Kukura Outlook
S&P Global Manufacturing PMI (Aug) – 13:45 UTC
- Forecast: 53.3 (Prev.: 49.8)
- Impact: Kudzoreredza kwakapinza mukuwedzera kunoratidza indasitiri kudzokororwa, yakanaka yeUSD uye equities.
Kushandisa Kuvaka (MoM, Jul) - 14:00 UTC
- Forecast: -0.1% (Prev.: -0.4%)
- Impact: Kuenderera mberi kuderera mukuvaka kungave kwakaipa pakukura kweUS, kunyanya zvikamu zvine chekuita nedzimba.
ISM Manufacturing PMI & Mitengo (Aug) - 14:00 UTC
- PMI Forecast: 48.9 (Prev.: 48.0)
- Mitengo Yekufanotaura: 65.1 (Prev.: 64.8)
- Impact: Kudzoreredza zvine mwero PMI kuchiri kusaina chibvumirano, nepo mitengo yakakwira inoratidza inflation pressure. Musanganiswa uyu unogona kuomesera Fed mutemo-kukura kuneta, asi mutengo unoramba wakakwira.
Atlanta Fed GDPNow (Q3) - 17:00 UTC
- Forecast: 3.5% (zvakafanana)
- Impact: Yakasimba yekutevera fungidziro inosimbisa kusimba mukukura kweUS, inotsigira USD uye goho.
Market Impact Analysis
- Asia: AUD inogona kunge yakamanikidzwa nekuwedzera kushomeka kweakaundi yazvino, nepo JGB auction inogona kushandura yen manzwiro zvichienderana nekudiwa.
- Europe: Eurozone CPI ndiyo mutyairi mukuru—flat inflation inochengeta EUR iri pasi pekumanikidzwa kunze kwekunge ECB tsinhiro yachinja hawkish.
- US: PMI kuverenga kunokosha. Kudzokororwa kwakasimba (S&P 53.3, ISM padhuze ne49) padivi pemitengo yakakwira inogona simbisa USD uye simudza goho, nepo data isina kusimba yaizomutsiridza kutya kwekuderera uye kufarirwa kwemitengo.
Yese Impact Score: 8/10
- Sei: US kugadzira data uye Eurozone inflation inotonga, ine mukana we fambisa USD, EUR, uye equity misika zvakanyanya. Yakasimba PMI + yakasimba inflation data inogona kutenderedza manzwiro kune "yepamusoro-kwe-refu" Fed uye ECB mitemo.
