Jeremy Oles
Goverana!
| Nguva(GMT+0/UTC+0) | mamiriro | kukosha | Event | | pashure |
| 00:30 |  | 2 points | kana Jibun Bank Services PMI (Chikunguru) | ---- | 51.7 |
| 08:00 |  | 2 points | HCOB Eurozone Manufacturing PMI (Chikunguru) | 49.7 | 49.5 |
| 08:00 | | 2 points | HCOB Eurozone Composite PMI (Chikunguru) | 50.8 | 50.6 |
| 08:00 | | 2 points | HCOB Eurozone Services PMI (Chikunguru) | 50.6 | 50.5 |
| 12:15 | | 3 points | Deposit Facility Rate (Chikunguru) | 2.00% | 2.00% |
| 12:15 | | 2 points | ECB Marginal Lending Facility | ---- | 2.40% |
| 12:15 | | 2 points | ECB Monetary Policy Statement | ---- | ---- |
| 12:15 |  | 3 points | ECB Mubereko weChisarudzo (Chikunguru) | 2.15% | 2.15% |
| 12:30 | | 2 points | Mvumo yekuvaka (Chikumi) | 1.397M | 1.394M |
| 12:30 | | 2 points | Kuenderera mberi Nezvichemo Zvisina Basa | ---- | 1,956K |
| 12:30 | | 3 points | Pakutanga Kusarudzwa kweJobho | 227K | 221K |
| 12:45 | | 3 points | ECB Press Musangano | ---- | ---- |
| 13:45 | | 3 points | S&P Global Manufacturing PMI (Chikunguru) | 52.7 | 52.9 |
| 13:45 | | 2 points | S&P Global Composite PMI (Chikunguru) | ---- | 52.9 |
| 13:45 | | 3 points | S&P Global Services PMI (Chikunguru) | 53.0 | 52.9 |
| 14:00 | | 2 points | Kutengeswa Kwedzimba Kutsva (MoM) (Chikumi) | ---- | -13.7% |
| 14:00 | | 3 points | Kutengeswa Kwedzimba Kutsva (Chikumi) | 649K | 623K |
| 17:00 | | 2 points | 10-Makore TIPS Auction | ---- | 2.220% |
| 20:30 | | 2 points | Fed's Balance Sheet | ---- | 6,659B |
| 23:30 | | 2 points | Tokyo Core CPI (YoY) (Chikunguru) | 3.0% | 3.1% |
Pfupiso yeZviitiko Zvehupfumi Zvinouya musi waChikunguru 24, 2025
Asia - Japan
kana Jibun Bank Services PMI (Jul) – 00:30 UTC
- Previous: 51.7
- Impact: Kuverenga pamusoro pe50 kunoratidza kuenderera mberi kwekuwedzera mumasevhisi. Kushanda kwakasimba kunotsigira JPY uye inobatsira maJapan equities.
Europe - ECB Matengo & PMI
Eurozone HCOB PMI Masumbu (Chikunguru) - 08:00 UTC
- Kugadzira: 49.7 (prev 49.5)
- Rinoumba: 50.8 (prev 50.6)
- Services: 50.6 (prev 50.5)
- Impact: Kuvandudzwa kwekugadzirwa kweMarginal nemabasa akagadzikana kunosimbisa kusimba kwehupfumi. Impact on EUR iri pakati nepakati kunze kwekunge paine mutsauko unozivikanwa.
ECB Mubereko Wemutero Sarudzo - 12:15 UTC
- Deposit Facility Rate: 2.00% (isina kuchinjwa)
- Marginal Lending Facility: ~ 2.40%
- Impact: Hapana shanduko inotarisirwa, asi kutungamira mberi uye inflation maonero mu Monetary Policy Statement inogona kukanganisa zvakanyanya EUR uye eurozone goho.
ECB Press Musangano - 12:45 UTC
- Impact: Vatauri vachajekesa mamiriro emitemo, fungidziro yehupfumi, uye zvinogona kuitika chiyero chemangwana. Musika unozoverengera mashifu edovish kana hawkish.
United States - Dzimba, Basa, PMI & Treasury
Zvibvumirano zvekuvaka (Chikumi) - 12:30 UTC
- Forecast: 1.397M (prev 1.394M)
- Impact: Kugadzikana kunonongedzera kudzimba dzakatsiga dzinotanga; kwazvakarerekera kune dzimba masheya uye maonero ehupfumi kunze kwekunge kushamisika kushanduka.
Zvichemo zvekutanga zvisina basa (Jul 19) - 12:30 UTC
- Forecast: 227K (prev 221K)
- Impact: Kuwedzera kusinganzwisisike kunogona kuratidza kushoma kwemusika wevashandi kupfava, kutsigira Fed kurerutsa tarisiro uye pressure on USD.
Kuenderera mberi Nekuda Kusina Basa - 12:30 UTC
- Prev: 1,956K
- Impact: Zvichemo zvakatsiga zvinoenderera mberi zvinosimbisa kusimba kwemusika wevashandi; kukanganiswa kudiki kunze kwekunge kusimuka kwakashata.
S&P Global PMI Bundle (Chikunguru) – 13:45 UTC
- Kugadzira: 52.7 (prev 52.9)
- Services: 53.0 (prev 52.9)
- Rinoumba: 52.9
- Impact: Kutonhora kudiki mukugadzira kusingagone kukanganisa misika, asi kuenderera mberi kwesimba rebasa rinotsigira kudzikama kweGDP kukura.
Kutengeswa Kwemusha Kutsva (Chikumi) - 14:00 UTC
- Forecast: +649K (prev 623K) | Amai vanoramba zvakanyanya
- Impact: Yepamusoro yekutengesa nhanho inoratidza kusimba kunyangwe kutonhora mwero - zvishoma bullish kune vanovaka imba; MoM contraction inogona kudzikisira manzwiro.
10-Makore TIPS Auction - 17:00 UTC
- Impact: Auction inodiwa inopa nzwisiso mune zvinotarisirwa inflation; kudiwa kusina simba kunogona kusundira goho repamusoro, richigadzirisa njodzi yemusika webhondi.
Fed Balance Sheet Weekly Update - 20:30 UTC
- Impact: Maitiro muFed repo uye kuderedzwa kwepepa remari kunogona kuratidza kukura kwemari kana kubvisa - izvi zvinopesvedzera Treasury goho macurves uye USD kutengeserana.
Asia Kupera-kweZuva - Japan Inflation
Tokyo Core CPI YoY (Chikunguru) – 23:30 UTC
- Forecast: 3.0% (prev 3.1%)
- Impact: Kuderera kudiki kunogona kurerutsa BoJ kusimbisa kunetseka; kugadzikana kwemaitiro kwakakosha sezvo misika inoongorora inflation trajectory uye kudzvanywa kwemari.
Market Impact Analysis
- ECB chiito uye kutaurirana inzvimbo dzepakati pezuva muEurope uye FX misika.
- US dzimba uye zviratidzo zvebasa chengetedza kudzvanywa paFed maonero, ichipesvedzera goho curves uye USD manzwiro.
- PMI uye TIPS auction inopa nzwisiso yekuwedzera mukukura uye tarisiro yekukwira kwemitengo - zvinogona kukonzera kufamba kwemusika zvine mwero.
- JPY uye misika yeAsia ichaita kune yekutanga uye yekupedzisira data yeJapan, ichiisa toni yedunhu.
Yese Impact Score: 8/10
Key Watchpoints
- Kujeka kubva ECB pachiyero nzira - dovish vs hawkish toni ichave yakakosha kune EUR.
- Jobho anoti maitiro - zvakakosha pakushandura Fed rondedzero.
- TIPS auction results - chiyero chakakosha chetarisiro yekukwira kwemitengo.
- Tokyo CPI maitiro - yakanyatsotariswa kune BoJ mutemo zvinorehwa.
