Jeremy Oles

Rakabudiswa On: 26/06/2025
Goverana!
By Rakabudiswa On: 26/06/2025
Nguva(GMT+0/UTC+0)mamirirokukoshaEventForecastpashure
10:00🇪🇺2 pointsEU Leaders Summit--------
11:30Extraterrestrial2 pointsNhengo yeFOMC Williams Anotaura--------
12:30Extraterrestrial3 pointsCore PCE Price Index (MoM) (Chivabvu)0.1%0.1%
12:30Extraterrestrial3 pointsCore PCE Mutengo Index (YoY) (Chivabvu)2.6%2.5%
12:30Extraterrestrial2 pointsPCE mutengo index (MoM) (Chivabvu)0.1%0.1%
12:30Extraterrestrial2 pointsPCE Mutengo index (YoY) (Chivabvu)2.3%2.1%
12:30Extraterrestrial2 pointsKushandisa Pachako (MoM) (Chivabvu)0.1%0.2%
14:00Extraterrestrial2 pointsMichigan 1-Gore reInflation Zvinotarisirwa (Chikumi)5.1%6.6%
14:00Extraterrestrial2 pointsMichigan 5-Gore reInflation Zvinotarisirwa (Chikumi)4.1%4.2%
14:00Extraterrestrial2 pointsMichigan Consumer Tarisiro (Chikumi)58.447.9
14:00Extraterrestrial2 pointsMichigan Consumer Sentiment (Chikumi)60.552.2
15:30Extraterrestrial2 pointsAtlanta Fed GDPNow (Q2) ----3.4%
17:00Extraterrestrial2 pointsUS Baker Hughes Oil Rig Count----438
17:00Extraterrestrial2 pointsUS Baker Hughes Total Rig Count----554
20:30Extraterrestrial2 pointsFed Bank Kushushikana Kwesimba Mhedzisiro--------

Pfupiso yeZviitiko zveEconomic Zvinouya musi waChikumi 27, 2025

Eurozone

1. EU Leaders Summit – 10:00 UTC

  • Market Impact:
    • Iyo foramu yesarudzo dzakarongwa dzesarudzo, kunyanya panyaya dzemari uye dzezvematongerwo enyika.
    • Migumisiro inogona kukanganisa EUR manzwiro uye changamire bond dynamics.

nyika dzakabatana

2. Nhengo yeFOMC Williams Anotaura – 11:30 UTC

  • Market Impact:
    • Zvaakataura zvinogona kutungamira zvinotarisirwa zvakatenderedza Fed policy. Hawkish toni inotsigira USD uye goho; dovish toni inowedzera njodzi zvinhu.

3. PCE Price Indexes & Personal Spending (May) - 12:30 UTC

  • Core PCE (MoM): 0.1% YOY: 2.6%
  • Musoro wePCE (MoM): 0.1% YOY: 2.3%
  • Kushandisa Pachako (MoM): 0.1%
  • Market Impact:
    • Sezvo Fed's primary inflation gauge, yakakosha PCE pamusoro pe2.5% inogona kuderedza chiyero chekucheka tarisiro uye buoy. bonds uye USD.
    • Kuverenga kusina simba kana kuderera kunochengetedza kumanikidzwa kuenda kurerutsa mwero tarisiro.

4. Michigan Consumer Survey (Jun) - 14:00 UTC

  • 1-Year Inflation: 5.1% Previous: 6.6%
  • 5-Year Inflation: 4.1% Previous: 4.2%
  • Zvinotarisirwa nevatengi: 58.4 | Previous: 47.9
  • Consumer Sentiment: 60.5 | Previous: 52.2
  • Market Impact:
    • Tarisiro dzekudzikira kweinflation pamwe nekudzokororwa kwemanzwiro kunoratidza kuvandudza kuvimba kwevatengi, kutsigira zvose equities uye Fed kushivirira.

5. Atlanta Fed GDPNow (Q2) - 15:30 UTC

  • Forecast: ~ 3.4%
  • Market Impact:
    • Maonero akachengetedzwa ekukura anotsigira kugadzikana mukati mamiriro emari.

6. US Baker Hughes Rig Counts – 17:00 UTC

  • Crude: 438 | Total: 554
  • Market Impact:
    • Kuderera kwehuwandu hwemarig kunogona kuwedzera mafuta emaori, nepo kuwedzera kunogona kumanikidza chikamu chesimba.

7. Fed Bank Stress Test Results - 20:30 UTC

  • Market Impact:
    • Crucial for banking sector confidence. Mhedzisiro yakachena inotsigira masheya ebhanga, nepo nyaya dzinogona kukuvadza mashandiro echikamu uye nehupamhi hwekunzwa njodzi.

Market Impact Analysis

  • Fed-centric session ine core inflation zviratidzo, maonero evatengi, uye tsinhiro kubva kuna Williams.
  • Michigan kuongorora inogona kupa nzwisiso mumaitiro evatengi uye zvinotarisirwa inflation-zvakakosha kune Fed policy.
  • The Fed stress test mhinduro inowedzera imwe nhanho, yakanangana nekusimba kwehurongwa hwemari.
  • EU summit inogona kupa geopolitical kana fiscal updates, zvine hungwaru kukanganisa EUR uye EU zvinhu.

Yese Impact Score: 8/10

Zvitsva Zvitsva:

  • Tarisai Core PCE inodhinda uye zvinotarisirwa nevatengi kune zvinongedzo pane inflation maitiro uye Fed zvinangwa.
  • Zvakataurwa naWilliams uye bank stress test ichatungamirira misika pamitemo uye kugadzikana kwemari.
  • The EU summit inopa mamiriro eEUR, nepo rig data inogona kukanganisa nzvimbo yemagetsi.