Jeremy Oles

Rakabudiswa On: 27/08/2025
Goverana!
By Rakabudiswa On: 27/08/2025
Nguva(GMT+0/UTC+0)mamirirokukoshaEventForecastpashure
01:30🇦🇺2 pointsPrivate New Capital Expenditure (QoQ) (Q2)0.8%-0.1%
01:30🇯🇵2 pointsBoJ Board Member Nakagawa Anotaura--------
11:30🇪🇺2 pointsECB Inoburitsa Account yeMonetary Policy Meeting--------
12:30Extraterrestrial2 pointsKuenderera mberi Nezvichemo Zvisina Basa----1,972K
12:30Extraterrestrial2 pointsCore PCE Mitengo (Q2)2.50%3.50%
12:30Extraterrestrial3 pointsGDP (QQ) (Q2)3.0%-0.5%
12:30Extraterrestrial2 pointsGDP Price Index (QQ) (Q2) 2.0%3.8%
12:30Extraterrestrial3 pointsPakutanga Kusarudzwa kweJobho231K235K
14:00Extraterrestrial2 pointsYakamirira Kutengeswa Kwepamba (MoM) (Chikunguru)-0.3%-0.8%
17:00Extraterrestrial2 points7-Yegore Note Auction----4.092%
20:00Extraterrestrial2 pointsFed Waller Anotaura--------
20:30Extraterrestrial2 pointsFed's Balance Sheet----6,620B
23:30🇯🇵2 pointsTokyo Core CPI (YoY) (Aug)2.6%2.9%
23:50🇯🇵2 pointsKugadzirwa kwemaindasitiri (MoM) (Chikunguru)-1.2%2.1%

Pfupiso yeKuuya Economic Zviitiko pa August 28, 2025

Asia-Pacific - Australia & Japan

Private New Capital Expenditure (QoQ, Q2) - 01:30 UTC

  • Forecast: +0.8% (Prev.: -0.1%)
  • Impact: Kudzokororwa kunoratidza kusimba kwekudyara kwebhizinesi, mutyairi akanaka weGDP uye AUD. Migumisiro isina kusimba yaizosimbisa kushushikana pamusoro pekudzikira kuvimba kwekambani.

BoJ Board Member Nakagawa Anotaura – 01:30 UTC

  • Impact: Chero mazano pane chimiro cheBoJ maererano neinflation uye mabhondi ekugadzirisa goho anogona kukanganisa JPY.

Tokyo Core CPI (YoY, Aug) – 23:30 UTC

  • Forecast: 2.6% (Prev.: 2.9%)
  • Impact: Tokyo CPI ndiyo inotungamira inflation chiratidzo. Kuderera kunotsigira dovish BoJ maonero, anorema paJPY; kushamisika kudzokororwa kunogona kusimbisa yen.

Kugadzirwa kwemaindasitiri (MoM, Jul) - 23:50 UTC

  • Forecast: -1.2% (Prev.: +2.1%)
  • Impact: Kudzikira kwakanyanya kwaizoratidza kupera simba kwekugadzira kweJapan, kuderera kweJPY uye matunhu ematunhu.

Europe - ECB

ECB Inoburitsa Account yeMonetary Policy Meeting - 11:30 UTC

  • Impact: Inopa nzwisiso mumakakatanwa ezvematongerwo enyika. Chero toni ye hawkish (njodzi dzekukwira kwemitengo) inogona kusimudza EUR; masaini anogona kumanikidza mari.

United States - Key Data & Fed Signals

Kuenderera mberi Nekuda Kusina Basa - 12:30 UTC

  • Prev.: 1,972K
  • Impact: Zvikumbiro zvakakwirira zvinoratidza kutonhora kwemusika wevashandi; zvirevo zvakaderera zvinoratidza kusimba.

Core PCE Mitengo (Q2) - 12:30 UTC

  • Forecast: +2.5% (Prev.: +3.5%)
  • Impact: Kuderera kwePCE inflation kunotsigira nyaya yeFed kurerutsira. Mhedzisiro yepamusoro-kupfuura-inotarisirwa inogona kuremedza mabhondi nemitengo.

GDP (QoQ, Q2) - 12:30 UTC

  • Forecast: +3.0% (Prev.: -0.5%)
  • Impact: Kudzokororwa kwakasimba mukukura kunosimudzira USD uye equity tarisiro. Kupotsa kunogona kukonzera kuderera kwehupfumi.

GDP Price Index (QoQ, Q2) - 12:30 UTC

  • Forecast: +2.0% (Prev.: +3.8%)
  • Impact: Kudonha kwe inflation kunoratidza kudzikisira kwemitengo.

Zvichemo zvekutanga zvisina basa - 12:30 UTC

  • Forecast: 231K (Prev.: 235K)
  • Impact: Inosimbisa kana musika wevashandi unoramba wakaoma.

Yakamirira Kutengeswa Kwepamba (MoM, Jul) - 14:00 UTC

  • Forecast: -0.3% (Prev.: -0.8%)
  • Impact: Kuderera kudiki kunoratidza kudzikama mukudiwa kwedzimba. Data isina simba yaizowedzera kutya kuderera kwedzimba.

7-Yegore Note Auction - 17:00 UTC

  • Prev.: 4.092%
  • Impact: Kudiwa kwakasimba kunotsigira zvisungo uye kuderedza goho; kudiwa kusina simba kunosundira goho rakakwirira uye kunosimbisa USD.

Fed Waller Anotaura – 20:00 UTC

  • Impact: Semugadziri akakosha wemitemo, toni yake painflation uye maonero ekukura anoumba manzwiro emusika.

Fed's Balance Sheet – 20:30 UTC

  • Prev.: $ 6,620B
  • Impact: Shanduko dzesaizi yebalance sheet inoratidza mafambiro emari; kuderedza kunowanzoomesa mamiriro.

Market Impact Analysis

  • Asia: AUD inogona kusimba kana capex ikadzoka, nepo isina kusimba Tokyo CPI & yeJapan maindasitiri data inogona kumanikidza JPY.
  • Europe: ECB maminetsi anogona kutyaira EUR kana vakaratidza kupatsanurwa kwehawkish.
  • US: GDP uye Core PCE inotonga; kukura kwakasimba + kurerutsa inflation kwaizowedzera masheya uye manzwiro enjodzi. Dzimba uye zvikwereti zvekushaya mabasa zvinowedzera kusagadzikana kwechipiri. Treasury auction uye Fed inotsanangura inogona kushandura USD uye goho mukati mekuvhara.

Yese Impact Score: 9/10

  • High-impact zuva ne US GDP & PCE, Tokyo CPI, ECB maminetsi, uye Fed tsinhiro kutyaira kusagadzikana mhiri kweFX, zvisungo, uye equities.