Jeremy Oles

Rakabudiswa On: 02/02/2025
Goverana!
Zviitiko zvehupfumi zviri kuuya 3 Kukadzi 2025
By Rakabudiswa On: 02/02/2025
Nguva(GMT+0/UTC+0)mamirirokukoshaEventForecastpashure
00:30🇦🇺2 pointsKubvumira Kuvaka (MoM) (Zvita)0.9%-3.6%
00:30🇦🇺2 pointsRetail Sales (MoM) (Zvita)-0.7%0.8%
01:45🇨🇳2 pointsCaixin Manufacturing PMI (Ndira)50.650.5
09:00🇪🇺2 pointsHCOB Eurozone Manufacturing PMI (Ndira)46.145.1
10:00Extraterrestrial2 pointsMusangano weOPEC  --------
10:00🇪🇺2 pointsCore CPI (YoY) (Ndira)  2.6%2.7%
10:00🇪🇺3 pointsCPI (YoY) (Ndira) 2.4%2.4%
10:00🇪🇺2 pointsCPI (MoM) (Ndira)----0.4%
14:45Extraterrestrial3 pointsS&P Global Manufacturing PMI (Ndira)50.149.4
15:00Extraterrestrial2 pointsKushandisa Pakuvaka (MoM) (Zvita)0.3%0.0%
15:00Extraterrestrial2 pointsISM Manufacturing Employment (Ndira)----45.4
15:00Extraterrestrial3 pointsISM Manufacturing PMI (Ndira)49.349.2
15:00Extraterrestrial3 pointsISM Manufacturing Mitengo (Ndira)52.652.5
17:30Extraterrestrial2 pointsISM Manufacturing Mitengo (Ndira)--------
18:00Extraterrestrial2 pointsAtlanta Fed GDPNow (Q1)2.9%2.9%

Pfupiso yeZviitiko Zvehupfumi Zvinouya muna Kukadzi 3, 2025

Australia (🇦🇺)

Kubvumira Kuvaka (MoM) (Zvita)(00:30 UTC)

  • Forecast: 0.9%, Previous: -3.6%.
  • Kudzokororwa mukubvumidzwa kwekuvaka kunogona kutsigira AUD simba.
  1. Retail Sales (MoM) (Zvita)(00:30 UTC)
    • Forecast: -0.7% Previous: 0.8%.
    • Kudzikira kwakanyanya kwekushandisa kwevatengi kunogona kuderedza AUD uye kuratidza kudzikira kwehupfumi.

China (🇨🇳)

  1. Caixin Manufacturing PMI (Ndira)(01:45 UTC)
    • Forecast: 50.6, Previous: 50.5.
    • Kuverenga pamusoro pemakumi mashanu kunoratidza kuwedzera muindasitiri yekugadzira yeChina, inogona kuwedzera manzwiro mumisika yeAsia.

Eurozone (🇪🇺)

  1. HCOB Eurozone Manufacturing PMI (Ndira)(09:00 UTC)
    • Forecast: 46.1, Previous: 45.1.
    • Zvichiri muchibvumirano (<50), asi kuvandudzwa kunogona kuratidza kugadzikana kwehupfumi.
  2. Core CPI (YoY) (Ndira)(10:00 UTC)
    • Forecast: 2.6%, Previous: 2.7%.
    • Lower inflation inogona kuwedzera ECB rate-cut tarisiro, ichideredza EUR.
  3. CPI (YoY) (Ndira)(10:00 UTC)
    • Forecast: 2.4%, Previous: 2.4%.
    • Inflation yakadzikama inoratidza kuti hapana chinodikanwa chekukurumidza chekuchinja kweECB.
  4. CPI (MoM) (Ndira)(10:00 UTC)
    • Forecast: 0.4%.
    • Kuverenga kwepamusoro kunogona kuratidza kuenderera mberi kwekukwira kwemitengo.

United States (🇺🇸)

  1. Musangano weOPEC(10:00 UTC)
    • Chero shanduko inobuda kana kusawirirana kwegeopolitical kunogona kukanganisa mitengo yemafuta uye masheya emagetsi.
  2. S&P Global Manufacturing PMI (Ndira)(14:45 UTC)
    • Forecast: 50.1, Previous: 49.4.
    • Kuchinja kuri pamusoro pe50 kunoratidza kukura, kungangotsigira musika manzwiro.
  3. Kushandisa Pakuvaka (MoM) (Zvita) (15:00 UTC)
  • Forecast: 0.3%, Previous: 0.0%.
  • Yakanaka mashandisirwo data inogona kuwedzera chikamu chedzimba.
  1. ISM Manufacturing Employment (Ndira) (15:00 UTC)
  • Previous: 45.4.
  • Kuverenga pazasi makumi mashanu kunoratidza kuderera kwebasa muchikamu.
  1. ISM Manufacturing PMI (Ndira) (15:00 UTC)
  • Forecast: 49.3, Previous: 49.2.
  • Kana ikapfuura makumi mashanu, inogona kuratidza kudzoreredza kwemaindasitiri.
  1. ISM Manufacturing Mitengo (Ndira) (15:00 UTC)
  • Forecast: 52.6, Previous: 52.5.
  • Kukwira kwemitengo yekupinda kungaratidza kushushikana kwekukwira kwemitengo mune ramangwana.
  1. FOMC Nhengo Bostic Inotaura (17:30 UTC)
  • Maonero anogoneka muFed policy direction.
  1. Atlanta Fed GDPNow (Q1) (18:00 UTC)
  • Forecast: 2.9%, Previous: 2.9%.
  • Kuwedzera kunogona kutsigira bullish manzwiro mune equities.

Market Impact Analysis

  • AUD: Retail Sales inodonha inogona kuderedza AUD, nepo kudzokororwa muKuvaka Kubvumidzwa kunogona kumisa kurasikirwa.
  • EUR: Kuderera kwemitengo kunogona kusundidzira ECB mwero-yekucheka tarisiro kumusoro, zvichitungamira kune yakapfava EUR.
  • USD: ISM uye PMI data ichave yakakosha madhiraivha; nhamba dzakasimba dzinogona kusimbisa dhora.
  • Mitengo Yemafuta: Sarudzo dzeOPEC dzinogona kuwedzera crude olatility.

Volatility & Impact Score

  • Volatility: High (ISM Manufacturing PMI, CPI, uye OPEC Musangano zviitiko zvakakosha).
  • Impact Score: 7/10 - PMI, inflation data, uye Fed matauriro anogona kutyaira makuru emusika mafambiro.