Jeremy Oles

Rakabudiswa On: 19/11/2024
Goverana!
By Rakabudiswa On: 19/11/2024
Nguva(GMT+0/UTC+0)mamirirokukoshachiitikokushurudzirapashure
01:00🇨🇳2 pfungwaChina Chikwereti Prime Rate 5Y (Nov)3.60%3.60%
01:15🇨🇳2 pfungwaPBoC Chikwereti Prime Rate3.10%3.10%
09:00🇪🇺2 pfungwaECB Kugadzikana Kwemari Ongororo------
13:00🇪🇺2 pfungwaMutungamiri weECB Lagarde Vanotaura------
15:30Extraterrestrial3 pfungwaMafuta Asingawaniki Inventories---2.089M
15:30Extraterrestrial2 pfungwaCushing Crude Oil Inventories----0.688M
17:15Extraterrestrial2 pfungwa Nhengo yeFOMC Bowman Inotaura------
18:00Extraterrestrial2 pfungwa20-Yegore Bond Auction---4.590%
18:00🇪🇺2 pfungwaECB's De Guindos Inotaura------

Pfupiso yeZviitiko Zvehupfumi Zvinouya muna Mbudzi 20, 2024

  1. China Loan Prime Rate (5Y & 1Y) (Nov) (01:00 & 01:15 UTC):
  • 5Y Chikwereti Prime Rate: Forecast: 3.60%, Yakapfuura: 3.60%.
  • 1Y PBoC Chikwereti Chekutanga Mwero: Forecast: 3.10%, Yakapfuura: 3.10%.
    Aya mareti makuru ekukweretesa akatarwa nePeople's Bank of China akakosha pakupesvedzera mamiriro echikwereti uye kukura kwehupfumi. Hapana shanduko inotarisirwa, asi kugadziridzwa kwaizokanganisa zvakanyanya CNY uye musika wepasi rose manzwiro.
  1. ECB Kugadzikana Kwemari Ongororo (09:00 UTC):
    Chirevo chechipiri chekuongorora njodzi kuhurongwa hwemari hweEurozone. Kuziva nezvekusagadzikana kunogona kukanganisa EUR manzwiro, kunyanya kana kunetseka nezve systemic njodzi kunoratidzwa.
  2. Mutungamiri weECB Lagarde Vanotaura (13:00 UTC):
    Maonero kubva kuMutungamiriri weECB Christine Lagarde anogona kupa gwara pamusoro pemari nemamiriro ehupfumi. Matauriro eHawkish aizotsigira EUR, nepo toni dzedovish dzinogona kurema pairi.
  3. US Crude Oil Inventories (15:30 UTC):
    Inoteedzera shanduko yevhiki nevhiki mumatura emafuta asina kukora. Zvakapfuura: 2.089M. Kudonhedza kwaizoratidza kudiwa kwakasimba, kutsigira mitengo yemafuta, nepo kuvaka kunoratidza kushomeka kwekuda, kungangomanikidza mitengo.
  4. US Cushing Crude Oil Inventories (15:30 UTC):
    Inoyera mazinga ekuchengetedza mafuta muCushing, Oklahoma. Zvakapfuura: -0.688M. Shanduko mumatanho aya zvinopesvedzera zvakananga mitengo yeUS.
  5. Nhengo yeFOMC Bowman Anotaura (17:15 UTC):
    Mashoko kubva kuFederal Reserve Gavhuna Michelle Bowman anogona kupa nzwisiso mune yeFed's policy view. Tsanangudzo yeHawkish yaizotsigira iyo USD, nepo toni dzedovish dzinogona kuipfavisa.
  6. US 20-Year Bond Auction (18:00 UTC):
    Auction ye20-year Treasury bond. Pamberi pegoho: 4.590%. Goho repamusoro rinoratidza tarisiro yekuwedzera inflation kana maprimiyamu enjodzi, anogona kutsigira USD nekukwezva mari yekunze.
  7. ECB's De Guindos Inotaura (18:00 UTC):
    Mutevedzeri weMutungamiriri weECB Luis de Guindos anogona kugadzirisa mamiriro ehupfumi uye emari muEurozone, achipesvedzera manzwiro eEUR zvichienderana nematauriro ake.

Market Impact Analysis

  • China Chikwereti Prime Rates:
    Mareti asina kuchinjika haafanire kutamisa misika zvakanyanya, asi chero kutsauka kubva pane zvinotarisirwa kungakanganisa zvakanyanya CNY uye manzwiro enjodzi pasi rose. Kuchekwa kwereti kwaizoratidza kusundidzira, kutsigira zvinhu zvine njodzi asi zvichigona kunetesa CNY.
  • ECB Kugadzikana Kwemari Ongororo & Hurukuro (Lagarde & De Guindos):
    Ongororo uye tsananguro yeECB inogona kuratidza njodzi dzemari kana kusimba muEurozone, ichipesvedzera EUR. Matauriro eHawkish anosimbisa njodzi yekukwira kwemitengo yaizotsigira mari, ukuwo ma toni akajeka anotarisana nematambudziko ehupfumi anogona kuiremedza.
  • US Crude Oil & Cushing Inventories:
    Iyo yakakura-kupfuura-inotarisirwa kuvaka yekugadzira yaizoratidza kushomeka kushoma, kudzvanyirira mitengo yemafuta uye mari yakabatana nemidziyo. Kudonha kwaizotsigira mitengo yemafuta, zvichiratidza kudiwa kwakasimba.
  • FOMC Nhengo yeBowman Kutaura:
    Matauriro eHawkish anokurudzira kuwedzera kusimba kwaizotsigira iyo USD, nepo dovish tsinhiro inosimbisa kungwarira inogona kuremedza pazviri.
  • US 20-Yegore Bond Auction:
    Kukwira kwegoho kunoratidza mitengo yakakwira yekukwereta uye tarisiro yekukwira kwemitengo, zvinogona kutsigira USD nekukwezva vatengesi vepasi rose kumisika yezvikwereti zveUS.

Overall Impact

Volatility:
Zvine mwero, zvine kutarisisa kwakakosha patsanangudzo yeECB, US crude oil inventory, uye bond auction goho. Chikwereti chekutanga chechikwereti cheChina chinogona kukanganisa manzwiro epasirese njodzi.

Impact Score: 6/10, inotungamirwa nekudyidzana kwepakati pebhangi ruzivo, simba remusika simba, uye yenguva refu bond inobereka tarisiro yehupfumi nemari pasi rose.