Jeremy Oles

Rakabudiswa On: 02/01/2025
Goverana!
Zviitiko zvehupfumi zviri kuuya 3 Ndira 2025
By Rakabudiswa On: 02/01/2025
Nguva(GMT+0/UTC+0)mamirirokukoshaEventkushurudzirapashure
15:00Extraterrestrial2 pointsISM Manufacturing Employment (Zvita)----48.1
15:00Extraterrestrial3 pointsISM Manufacturing PMI (Zvita)48.348.4
15:00Extraterrestrial3 pointsISM Manufacturing Mitengo (Zvita)50.550.3
16:00🇪🇺2 pointsECB's Lane Inotaura--------
18:00Extraterrestrial2 pointsAtlanta Fed GDPNow (Q4)--------
18:00Extraterrestrial2 pointsUS Baker Hughes Oil Rig Count----483
18:00Extraterrestrial2 pointsUS Baker Hughes Total Rig Count----589

Pfupiso yeZviitiko zveEconomic Zvinouya muna Ndira 3, 2025

  1. US ISM Manufacturing Data (15:00 UTC):
    • ISM Manufacturing Employment: Zvakapfuura: 48.1.
    • ISM Manufacturing PMI: Forecast: 48.3, Previous: 48.4.
    • ISM Manufacturing Mitengo: Forecast: 50.5, Previous: 50.3.
      Iyo ISM mishumo inopa ruzivo muhutano hweUS kugadzira chikamu. Maverengero ari pamusoro pe50 anoratidza kuwedzera, nepo pasi pe50 masaini contraction. Basa uye zvikamu zvemitengo zvinopa rumwe ruzivo nezve kuhaya mafambiro uye inflation kumanikidzwa.
  2. ECB's Lane Inotaura (16:00 UTC):
    • Tsanangudzo kubva kuna Philip Lane, ECB Mukuru Economist, inogona kupa ruzivo muEurozone mari yemitemo uye maonero ekukwira kwemitengo. Misika ichatsvaga nhungamiro pamitengo yemubereko uye kudzoreredza hupfumi.
  3. US Atlanta Fed GDPNow (18:00 UTC):
    • Inoteedzera chaiyo-nguva GDP kukura kwekufungidzira kweQ4. Yakagadzikana kana kunatsiridza fungidziro inotsigira simba reUSD, nepo kudzikira kungaratidza kudzikira kwehupfumi.
  4. US Baker Hughes Rig Count (18:00 UTC):
    • Oil Rig Count: Zvakapfuura: 483.
    • Total Rig Count: Zvakapfuura: 589.
      Inoteedzera huwandu hweanoshanda ekuchera rigs muUS, chiratidzo chesimba rechikamu chiitiko. Kuwedzera kunoratidza mazinga epamusoro ekugadzira, ayo anogona kukanganisa mitengo yemafuta.

Market Impact Analysis

  • US ISM Manufacturing Data:
    • Positive Scenario: Kuverenga pamusoro pekufanotaura kana kudzikamisa pedyo ne50 kunoratidza kusimba muchikamu chekugadzira, kutsigira USD.
    • Negative Scenario: Dhata isina kusimba yaizorema paUSD nekusaina zvinoramba zvichinetsa kugadzira.
  • ECB Mhinduro:
    • Matauriro aLane anogona kukanganisa EUR, kunyanya kana akataura nezvekuchinja kwemamiriro emari eECB. Matoni eHawkish aizosimbisa iyo EUR, nepo toni dzakasimba dzaigona kuideredza.
  • Baker Hughes Rig Count:
    • Huwandu hwepamusoro hunoratidza kukwira kwekugadzirwa kweUS, zvichigona kumanikidza mitengo yemafuta. Kuderera kunogona kutsigira mitengo yemafuta, zvichibatsira mari yakabatana nemidziyo.
  • Atlanta Fed GDPZvino:
    • Yakagadzikana kana kuvandudza fungidziro yekukura inosimbisa iyo USD, nepo kudzika kudzokororwa kunogona kuratidza kuderera kwehupfumi.

Overall Impact

Volatility: Zvine mwero, zvine madhiraivha akakosha ari US kugadzira data uye tsinhiro kubva kuECB's Lane.

Impact Score: 6/10, se data reISM uye fungidziro yeGDPNow inogona kuumba manzwiro enguva pfupi yeUSD, nepo ECB tsinhiro ichipesvedzera EUR maitiro.