Thomas Daniels

Rakabudiswa On: 26/11/2024
Goverana!
Zviitiko zvehupfumi zviri kuuya 27 Mbudzi 2024
By Rakabudiswa On: 26/11/2024
Nguva(GMT+0/UTC+0)mamirirokukoshachiitikokushurudzirapashure
00:30🇦🇺2 pfungwaBasa Rekuvaka Rakaitwa (QoQ) (Q3)0.4%0.1%
01:00🇳🇿3 pfungwaRBNZ Mubereko Wemutero Sarudzo4.25%4.75%
01:00🇳🇿2 pfungwaRBNZ Monetary Policy Statement------
01:00🇳🇿2 pfungwaChirevo cheRBNZ------
02:00🇳🇿2 pfungwaRBNZ Press Musangano------
08:00🇪🇺2 pfungwaEuropean Central Bank Non-Monetary Policy Meeting  ------
13:30Extraterrestrial2 pfungwaKuenderera mberi Nezvichemo Zvisina Basa---1,908K
13:30Extraterrestrial2 pfungwaCore Durable Goods Orders (MoM) (Oct)  0.4%0.5%
13:30Extraterrestrial2 pfungwaCore PCE Mitengo (Q3)  2.20%2.80%
13:30Extraterrestrial3 pfungwaDurable Goods Orders (MoM) (Oct)  -0.8%0.0%
13:30Extraterrestrial3 pfungwaGDP (QQ) (Q3)2.8%3.0%
13:30Extraterrestrial2 pfungwaGDP Price Index (QQ) (Q3)1.8%2.5%
13:30Extraterrestrial2 pfungwaKutengeserana Kwezvinhu Balance (Gumiguru)-101.60B-108.23B
13:30Extraterrestrial3 pfungwaPakutanga Kusarudzwa kweJobho220K213K
13:30Extraterrestrial2 pfungwaKushandisa Pachako (MoM) (Oct)0.4%0.5%
13:30Extraterrestrial2 pfungwaRetail Inventories Ex Auto (Gumiguru)---0.2%
14:45Extraterrestrial3 pfungwaChicago PMI44.941.6
15:00Extraterrestrial3 pfungwaCore PCE Price Index (MoM) (Oct)0.3%0.3%
15:00Extraterrestrial3 pfungwaCore PCE Mutengo Index (YoY) (Oct)---2.7%
15:00Extraterrestrial2 pfungwaPCE Mutengo index (YoY) (Oct)---2.1%
15:00Extraterrestrial2 pfungwaPCE mutengo index (MoM) (Oct)0.2%0.2%
15:00Extraterrestrial2 pfungwaYakamirira Kutengeswa Kwepamba (MoM) (Oct)-2.1%7.4%
15:30Extraterrestrial3 pfungwaMafuta Asingawaniki Inventories---0.545M
15:30Extraterrestrial2 pfungwaCushing Crude Oil Inventories----0.140M
16:00🇳🇿2 pfungwaRBNZ Press Musangano------
18:00Extraterrestrial2 pfungwa7-Yegore Note Auction---4.215%
18:00Extraterrestrial2 pfungwaAtlanta Fed GDPNow (Q4)2.6%2.6%
18:00Extraterrestrial2 pfungwaUS Baker Hughes Oil Rig Count---479
18:00Extraterrestrial2 pfungwaUS Baker Hughes Total Rig Count---583
18:00🇪🇺2 pfungwaECB's Lane Inotaura------

Pfupiso yeZviitiko Zvehupfumi Zvinouya muna Mbudzi 27, 2024

  1. Basa Rokuvaka reAustralia Raitwa (QoQ) (Q3) (00:30 UTC):
    • Forecast: 0.4%, Previous: 0.1%.
      Inoratidza basa rekuvaka muAustralia. Kukura-kupfuura-kunotarisirwa kukura kwaizotsigira iyo AUD, nepo isina kusimba data inogona kurema pairi.
  2. RBNZ Chirevo cheChibereko Sarudzo & Zviteshi zvePolisi (01:00–02:00 UTC):
    • Forecast Rate: 4.25%, Previous: 4.75%.
      Kuchekwa kwechiyero kwaizoratidza kurerutswa kwemari, zvichigona kunetesa NZD. Kana chiyero chikaramba chisina kuchinjwa kana nhungamiro ikaramba iine hawkish, NZD ingangowana rubatsiro.
  3. ECB Non-Monetary Policy Meeting (08:00 UTC):
    Hurukuro dzisingaenderane negwaro remari asi dzinogona kupa ruzivo rwenzvimbo dzeECB dzinotariswa. Kukanganisa kwakaganhurirwa nekukasira kunze kwekunge nyaya dzakakosha dzagadziriswa.
  4. US GDP Data (Q3) (13:30 UTC):
    • QoQ Kukura: Forecast: 2.8%, Yakapfuura: 3.0%.
    • Price Index QoQ: Forecast: 1.8%, Yakapfuura: 2.5%.
      Kudzikira GDP kukura kana kuderera kwemitengo indekisi kwaizoratidza kurerutsa basa rehupfumi uye inflation kudzvinyirira, zvingangorema paUSD.
  5. US Durable Goods Orders (Oct) (13:30 UTC):
    • Durable Goods: Forecast: -0.8%, Yakapfuura: 0.0%.
    • Zvinhu Zvikuru Zvisingaperi (Kusingabatanidzi Zvekufambisa): Forecast: 0.4%, Yakapfuura: 0.5%.
      Maodha asina simba angaratidza kuderera kwekudyara kwebhizinesi, kupfavisa USD, nepo nhamba dzakasimba dzichiratidza kusimba.
  6. Zvichemo zveUS zvisina Basa (13:30 UTC):
    • Zvikumbiro zvekutanga: Forecast: 220K, Yakapfuura: 213K.
    • Kuramba Kuchikumbira: Zvakapfuura: 1,908K.
      Kukwira kwezvichemo kwaizoratidza kupfava kwemusika wevashandi, kungangoita huremu paUSD, nepo zvichemo zvakaderera zvichiratidza kuenderera mberi kwesimba revashandi.
  7. US Kushandisa Pachako & Core PCE Mitengo (15:00 UTC):
    • Kushandisa Pachako Amai (Oct): Forecast: 0.4%, Yakapfuura: 0.5%.
    • Core PCE MoM (Oct): Forecast: 0.3%, Yakapfuura: 0.3%.
    • Core PCE YoY (Oct): Zvakapfuura: 2.7%.
      Core PCE ndiyo yakakosha inflation chiyero cheFed. Nhamba dzepamusoro-kupfuura-inotarisirwa dzaizotsigira USD nekusimbisa tarisiro yekukwira kwemwero, nepo nhamba dzisina kusimba dzinogona kudzipfavisa.
  8. US Chicago PMI (14:45 UTC):
    • Forecast: 44.9, Previous: 41.6.
      Kuverenga pasi pe50 kunoratidza kuderera. Kuvandudza kwaizoratidza kudzoreredza mukugadzira basa, kutsigira USD.
  9. US Pending Home Sales (MoM) (15:00 UTC):
    • Forecast: -2.1% Previous: 7.4%.
      Kudzikira kwekutengesa kwemba kungaratidza kudzikisira kudiwa kwedzimba, zvinogona kupfavisa USD.
  10. US Crude Oil Inventories (15:30 UTC):
    • Previous: 0.545M.
      Kukwira kwezvinhu kwaizoratidza kushomeka kushoma, kumanikidza mitengo yemafuta, ukuwo kudonha kunotsigira mitengo.
  11. US 7-Year Note Auction (18:00 UTC):
    • Previous Goho: 4.215%.
      Goho repamusoro raizoratidza tarisiro yakawedzera inflation kana kudiwa kwekudzoka kwakakwirira, kutsigira USD.
  12. ECB's Lane Inotaura (18:00 UTC):
    Mashoko kubva kuECB Chief Economist Philip Lane anogona kupa ruzivo rwekukwira kwemitengo kweEurozone uye maonero emari, achipesvedzera EUR.

Market Impact Analysis

  • Data Yekuvaka yeAustralia:
    Mhedzisiro yakanaka yaizoratidza kusimba muchikamu chekuvaka cheAustralia, kutsigira AUD. Mashoko asina simba aizoratidza matambudziko ehupfumi, achiremera pamari.
  • Sarudzo dzeRBNZ:
    Mutengo wekucheka waizoyera paNZD nekuratidza kurerutsa kwemari. Kubata nekutungamira kwehawkish kwaizotsigira NZD.
  • US GDP & Durable Goods Orders:
    Kuderedza kukura kweGDP kana kuderera kwemirairo yezvinhu zvinogara kwaizoratidza kutonhora kwehupfumi, zvinogona kupfavisa USD. Kusimba munhamba idzi kwaizotsigira mari.
  • Zvikumbiro Zvisina Basa zveUS & Core PCE Mitengo:
    Kukwira kwezvichemo kwaizoratidza kushaya simba kwemusika wevashandi, nepo huwandu hweCore PCE hwaizotsigira iyo USD nekukurudzira kuenderera mberi kwekukwira kwemitengo.
  • Oiri Inventories & PMI Data:
    Kukwira kwemafuta emafuta kwaizomanikidza mitengo uye kuyera mari yezvekutengesa-yakabatana. Kuvandudza Chicago PMI yaizoratidza kupora kwekugadzira, kutsigira USD.

Overall Impact

Volatility:
Yakakwira, inotungamirwa nesarudzo dzebhangi repakati (RBNZ), zvakakosha US zviratidzi zvehupfumi (GDP, zvinhu zvinogara kwenguva refu, zvichemo zvisina basa), uye data reinflation (Core PCE).

Impact Score: 8/10, ine masimba makuru kubva kuUS kukura uye inflation metrics, sarudzo dzeRBNZ dzemitemo, uye crude oil heventory inoshandura kuumba manzwiro pamisika.