Jeremy Oles
Goverana!
| Nguva(GMT+0/UTC+0) | mamiriro | kukosha | Event | | pashure |
| 09:00 |  | 2 points | ECB's De Guindos Inotaura | ---- | ---- |
| 12:30 |  | 3 points | Core PCE Price Index (MoM) (Chikunguru) | 0.3% | 0.3% |
| 12:30 | | 3 points | Core PCE Mutengo Index (YoY) (Chikunguru) | 2.9% | 2.8% |
| 12:30 | | 2 points | Kutengeserana Nezvinhu (Chikunguru) | -90.20B | -84.85B |
| 12:30 | | 2 points | PCE Mutengo index (YoY) (Chikunguru) | 2.6% | 2.6% |
| 12:30 | | 2 points | PCE mutengo index (MoM) (Chikunguru) | 0.2% | 0.3% |
| 12:30 | | 2 points | Kushandisa Pachako (MoM) (Chikunguru) | 0.5% | 0.3% |
| 12:30 | | 2 points | Retail Inventories Ex Auto (Chikunguru) | ---- | -0.1% |
| 13:45 | | 3 points | Chicago PMI (Aug) | 46.6 | 47.1 |
| 14:00 | | 2 points | Michigan 1-Yegore Inflation Tarisiro (Aug) | 4.9% | 4.9% |
| 14:00 | | 2 points | Michigan 5-Yegore Inflation Tarisiro (Aug) | 3.9% | 3.4% |
| 14:00 | | 2 points | Michigan Consumer Tarisiro (Aug) | 57.2 | 57.7 |
| 14:00 | | 2 points | Michigan Consumer Sentiment (Aug) | 58.6 | 61.7 |
| 15:30 | | 2 points | Atlanta Fed GDPNow (Q3) | 2.2% | 2.2% |
| 17:00 | | 2 points | US Baker Hughes Oil Rig Count | ---- | 411 |
| 17:00 | | 2 points | US Baker Hughes Total Rig Count | ---- | 538 |
| 19:30 | | 2 points | CFTC Crude Oil inofungidzira mambure zvinzvimbo | ---- | 120.2K |
| 19:30 | | 2 points | CFTC Goridhe yekufungidzira mambure zvinzvimbo | ---- | 212.6K |
| 19:30 | | 2 points | CFTC Nasdaq 100 yekufungidzira mambure zvinzvimbo | ---- | 33.8K |
| 19:30 | | 2 points | CFTC S&P 500 yekufungidzira mambure zvinzvimbo | ---- | -171.5K |
| 19:30 |  | 2 points | CFTC AUD yekufungidzira mambure zvinzvimbo | ---- | -94.9K |
| 19:30 |  | 2 points | CFTC JPY yekufungidzira mambure zvinzvimbo | ---- | 77.6K |
| 19:30 | | 2 points | CFTC EUR yekufungidzira mambure zvinzvimbo | ---- | 118.7K |
Pfupiso yeKuuya Economic Zviitiko pa August 29, 2025
Europe - ECB
ECB's De Guindos Inotaura – 09:00 UTC
- Impact: Misika inozotarisa kune tsinhiro pamusoro pekuramba kweinflation kana gwara remutemo wemari. Toni dzeHawkish dzinogona kusimbisa euro; mashoko akakasharara angazvimanikidza.
United States - Inflation, Kukura & Sentiment Data
Core PCE Price Index (MoM, Jul) - 12:30 UTC
- Forecast: +0.3% (Prev.: +0.3%)
Core PCE Price Index (YoY, Jul) - 12:30 UTC
- Forecast: 2.9% (Prev.: 2.8%)
PCE Price Index (MoM & YoY, Jul) - 12:30 UTC
- MoM Forecast: +0.2% (Prev.: +0.3%)
- YoY Forecast: +2.6% (Prev.: +2.6%)
- Impact: PCE ndiyo Fed's yakasarudzwa inflation geji.
- Yakadzikama 0.3% core MoM inochengeta inflation yanamira, pamwe kunonoka kuderedzwa kwechiyero.
- Chero kushamisika kunokanganisa kwaizorerutsa kudzvanywa paFed uye kuwedzera equities.
Kutengeserana Kwezvinhu Balance (Jul) – 12:30 UTC
- Forecast: -$90.2B (Prev.: -$84.85B)
- Impact: Kushaikwa kwakakura kunoratidza kutengwa kunze kwenyika kwakasimba, kungangorema pane tarisiro yeGDP uye USD.
Kushandisa Pachako (MoM, Jul) – 12:30 UTC
- Forecast: +0.5% (Prev.: +0.3%)
- Impact: Kushandisa kwakasimba kunotsigira kukura kwekukura asi kunogona kutsigira inflation.
Retail Inventories Ex Auto (Jul) - 12:30 UTC
- Prev.: -0.1%
- Impact: Inopa ruzivo pamusoro pemazinga emasheya; kuderera kwezvigadzirwa zvinoratidza kuti mafemu anotarisira kushomeka kushoma.
Chicago PMI (Aug) - 13:45 UTC
- Forecast: 46.6 (Prev.: 47.1)
- Impact: A sub-50 kuverenga masaini anoenderera mberi chibvumirano muMidwest kugadzira, bearish yeUSD uye equities kana isina kusimba pane zvaitarisirwa.
Michigan Consumer Data (Aug) - 14:00 UTC
- 1-Gore Rinotarisirwa Kuwedzera Kwemari: 4.9% (isina kuchinjwa)
- 5-Gore Rinotarisirwa Kuwedzera Kwemari: 3.9% (Prev.: 3.4%)
- Zvinotarisirwa nevatengi: 57.2 (Prev.: 57.7)
- Consumer Sentiment: 58.6 (Prev.: 61.7)
- Impact: Kukwirira kwenguva refu kwekukwira kwemitengo kunogona kukanganisa misika yemabhondi. Mafungiro anopera simba anoratidza kuderera kwechivimbo chemhuri, kuchiyera maonero okukura.
Atlanta Fed GDPNow (Q3) - 15:30 UTC
- Forecast: 2.2% (isina kuchinjwa)
- Impact: Kurongeka kwakatsiga kunoratidza kukura kuri pakati nepakati; kudzokororwa kwakasimba kwakakwira kwaizotsigira USD.
US Baker Hughes Oil Rig Count - 17:00 UTC
- Prev.: 411 rigs
- Impact: Yakaderera rig kuverenga kazhinji inotsigira mitengo yemafuta, ichipesvedzera simba equities uye inflation-yakabatana assets.
CFTC Positioning - 19:30 UTC
- Crude Oil net inorebesa: 120.2K
- Mambure egoridhe anoreba: 212.6K
- Nasdaq 100 net longs: 33.8K
- S&P 500 net shorts: -171.5K
- AUD net shorts: -94.9K
- JPY mambure anoshuvira: 77.6K
- EUR mambure akareba: 118.7K
- Impact: Kuisa data kunopa manzwiro ekunzwa. Goridhe rakasimba uye maE EUR anorebesa anoratidza misika kurwisa simba reUSD, ukuwo anoenderera equity shorts anoratidza kungwarira njodzi yekudya.
Market Impact Analysis
- Europe: ECB's De Guindos inogona kumutsa yenguva pfupi EUR inofamba zvichienderana nezwi.
- US: Heavy data inotarisa ne Core PCE, Kushandisa Kwemunhu, uye zvinotarisirwa neMichigan muchiedza. Kana PCE ikaramba ichipisa uye inotarisirwa kwenguva refu inflation ichikwira, Fed chiyero chekucheka chinogona kunonoka, kusimudza USD asi kuyera kuenzana.
- Simba: Rig count uye CFTC positioning inowedzera kudzikama kwemitengo yemafuta.
- Zvose Ngozi: Kunzwa kwemusika kuchave kwakakwira kune inflation uye masaini ekuvimba kwevatengi.
Yese Impact Score: 9/10
- Sei: ne Fed's key inflation gauge (Core PCE), kuvimba kwemutengi, uye data rekutengesa zvese zviri kutamba, chikamu ichi chinogona kuseta toni yeFed policy inotarisirwa munaGunyana.
