Jeremy Oles

Rakabudiswa On: 25/11/2024
Goverana!
By Rakabudiswa On: 25/11/2024
Nguva(GMT+0/UTC+0)mamirirokukoshachiitikokushurudzirapashure
05:00🇯🇵2 pfungwaBoJ Core CPI (YoY)1.8%1.7%
10:00🇪🇺2 pfungwaECB McCaul Inotaura------
13:00Extraterrestrial2 pfungwaMvumo yekuvaka (Oct)1.416M1.425M
14:00Extraterrestrial2 pfungwaS&P/CS HPI Composite – 20 nsa (YoY) (Sep)5.1%5.2%
14:00Extraterrestrial2 pfungwaS&P/CS HPI Composite – 20 nsa (MoM) (Sep)----0.3%
15:00Extraterrestrial3 pfungwaCB Consumer Confidence (Nov)112.0108.7
15:00Extraterrestrial2 pfungwaKutengeswa Kwepamba Kutsva (MoM) (Oct)---4.1%
15:00Extraterrestrial3 pfungwaKutengeswa Kwedzimba Kutsva (Oct)724K738K
18:00Extraterrestrial2 pfungwa5-Yegore Note Auction---4.138%
19:00Extraterrestrial3 pfungwaFOMC Maminetsi eMusangano------
21:30Extraterrestrial2 pfungwaAPI Weekly Crude Oil Stock---4.753M

Pfupiso yeZviitiko Zvehupfumi Zvinouya muna Mbudzi 26, 2024

  1. Japan BoJ Core CPI (YoY) (05:00 UTC):
    • Forecast: 1.8%, Previous: 1.7%.
      Ichi chiratidzo chinoyera musimboti inflation yeJapan. Kuverenga kwepamusoro-kupfuura-kunotarisirwa kwaizoratidza kuwedzera inflation dzvinyiriro, zvinogona kutsigira JPY nekuwedzera fungidziro pamusoro pekuchinja kwemutemo weBoJ.
  2. ECB McCaul Inotaura (10:00 UTC):
    Mashoko kubva kuECB Supervisory Board Member Edouard Fernandez-Bollo McCaul anogona kupa ruzivo mukugadzikana kwemari kana mutemo wemari. Maonero eHawkish aizotsigira EUR, ukuwo matauriro edovish anogona kuinetesa.
  3. Mvumo yeKuvaka yeUS (Gumiguru) (13:00 UTC):
    • Forecast: 1.416M, Previous: 1.425M.
      Mvumo yekuvaka inoshanda sechiratidzo chinotungamira chebasa rekuvaka. Kuverengera kwakaderera kunogona kuratidza kuderera kwekukura muchikamu chedzimba, zvichigona kupfavisa USD.
  4. US S&P/CS HPI Composite - 20 (Sep) (14:00 UTC):
    • YoY Forecast: 5.1%, Previous: 5.2%.
    • Amai mberi: -0.3%.
      Iyi indekisi inoteedzera mitengo yemba mumaguta makuru makumi maviri eUS. Kudzikira kwemitengo kwaizoratidza kutonhora kwekuda kwedzimba, kungangorema paUSD, nepo nhamba dzakasimba dzichiratidza kusimba mumusika wedzimba.
  5. US CB Consumer Confidence (Nov) (15:00 UTC):
    • Forecast: 112.0, Previous: 108.7.
      Kuverenga kwepamusoro kunoratidza tarisiro huru yevatengi, inotsigira USD nekupa zano rekushandisa kwakasimba kwevatengi. Kuderera kunogona kuremedza mari.
  6. Kutengeswa Kwepamba Kutsva kweUS (Oct) (15:00 UTC):
    • Amai mberi: 4.1%.
    • Sales Forecast: 724K, Previous: 738K.
      Kudzikira kwekutengesa kungaratidza kushomeka kwedzimba, kungangomanikidza iyo USD. Data yakasimba ingaratidza kusimba kwehupfumi, kutsigira mari.
  7. US 5-Year Note Auction (18:00 UTC):
    • Previous Goho: 4.138%.
      Kukwira kwegoho kunoratidza tarisiro yakakwira inflation kana maprimiyamu enjodzi, inotsigira USD. Goho rakaderera rinogona kuratidza kuderedzwa kudiwa kwechikwereti cheUS, kupfavisa mari.
  8. Maminitsi eMusangano weFOMC (19:00 UTC):
    Maminitsi akadzama kubva kumusangano uchangoburwa weFederal Reserve anogona kupa mamwe manzwisisiro eiyo Fed's policy view. Zviratidzo zveHawkish zvaizotsigira iyo USD, nepo toni dzedovish dzinogona kuinetesa.
  9. API Weekly Crude Oil Stock (21:30 UTC):
    • Previous: 4.753M.
      Iyo yakakura-kupfuura-inotarisirwa kuvaka yekugadzira yaizoratidza kushomeka kushoma, kumanikidza mitengo yemafuta. Kudonhedza kwaizoratidza kudiwa kwakasimba, kutsigira mitengo yemafuta uye mari yakabatana nemidziyo.

Market Impact Analysis

  • Japan BoJ Core CPI:
    Kuverengera kwepamusoro-kupfuura-kunotarisirwa kweCPI kwaizotsigira JPY, kuwedzera fungidziro pamusoro pezvingangove zvigadziriso zvegwaro remari neBhange reJapan. Kuverenga kwakaderera kunogona kusimbisa chimiro cheBoJ, kurema pamari.
  • ECB McCaul Kutaura:
    Mashoko eHawkish aizotsigira EUR nekuratidza kuzvipira kurwisa inflation. Matauriro eDovish angaratidza kungwarira, zvingangoremera EUR.
  • US Data Yedzimba (Mvumo dzeKuvaka, Kutengesa Kumba, S&P/CS HPI):
    Kuverenga kwakanaka kwaizoratidza kusimba mumusika wedzimba, kutsigira USD. Data isina kusimba inogona kuratidza kutonhora kwezviitiko zvehupfumi, zvinogona kupfavisa mari.
  • US CB Consumer Confidence:
    Kuvimba kwepamusoro kungaratidza kushandiswa kwakasimba kwevatengi uye kusimba kwehupfumi, kutsigira USD. Kuvimba kwakaderera-kupfuura-kunotarisirwa kwaizorema pamari.
  • US FOMC Meeting Miniti:
    Maminitsi eHawkish anoratidza kushushikana nezve inflation kana kuwedzera kweyero kwaizotsigira USD. Maminitsi ane dovish anoratidza kungwarira kana chiyero chekumbomira kufunga anogona kupfavisa mari.
  • API Crude Oil Stock:
    Kuvakwa kukuru kwezvigadzirwa kungaratidza kushomeka kushoma, kumanikidza mitengo yemafuta. Kudonhedza kwaizoratidza kusimba kwekupa, kutsigira mitengo yemafuta uye mari yakabatana nesimba.

Overall Impact

Volatility:
Yakakwirira, ine data rakakosha padzimba dzeUS, chivimbo chevatengi, uye FOMC musangano maminetsi achiumba tarisiro yekukura, inflation, uye mutemo wemari.

Impact Score: 7/10, inotungamirwa neakakosha data reimba, manzwiro evatengi, uye njere kubva kuFOMC maminetsi, padivi pemafuta ekuisa data inopesvedzera misika yesimba.