Jeremy Oles

Rakabudiswa On: 02/07/2025
Goverana!
By Rakabudiswa On: 02/07/2025
Nguva(GMT+0/UTC+0)mamirirokukoshaEventForecastpashure
00:30🇯🇵2 pointskana Jibun Bank Services PMI (Jun)51.551.5
01:30🇦🇺2 pointsTrade Balance (Chivabvu)5.080B5.413B
01:45🇨🇳2 pointsCaixin Services PMI (Chikumi)51.051.1
08:00🇪🇺2 pointsHCOB Eurozone Composite PMI (Chikumi)50.250.2
08:00🇪🇺2 pointsHCOB Eurozone Services PMI (Chikumi)50.050.0
11:30🇪🇺2 pointsECB Inoburitsa Account yeMonetary Policy Meeting--------
12:30Extraterrestrial2 pointsAvhareji Yomuhoro Weawa (YoY) (YoY) (Chikumi)----3.9%
12:30Extraterrestrial2 pointsAvhareji Yemihoro Yeawa (MoM) (Chikumi)0.3%0.4%
12:30Extraterrestrial2 pointsKuenderera mberi Nezvichemo Zvisina Basa----1,974K
12:30Extraterrestrial2 pointsZvinotengeswa kunze kwenyika (Chivabvu)----289.40B
12:30Extraterrestrial2 pointsZvinotengwa kunze kwenyika (Chivabvu)----351.00B
12:30Extraterrestrial2 pointsPakutanga Kusarudzwa kweJobho239K236K
12:30Extraterrestrial2 pointsNonfarm Payrolls (Chikumi)120K139K
12:30Extraterrestrial2 pointsChiyero chekutora chikamu (Chikumi)----62.4%
12:30Extraterrestrial2 pointsPrivate Nonfarm Payrolls (Chikumi)----140K
12:30Extraterrestrial2 pointsTrade Balance (Chivabvu)-69.60B-61.60B
12:30Extraterrestrial2 pointsU6 Urovha Mwero (Chikumi)----7.8%
12:30Extraterrestrial2 pointsMwero Wokushaya Basa (Chikumi)4.3%4.2%
13:45Extraterrestrial2 pointsS&P Global Composite PMI (Chikumi)52.852.8
13:45Extraterrestrial2 pointsS&P Global Services PMI (Chikumi)53.153.1
14:00Extraterrestrial2 pointsFactory Orders (MoM) (Chivabvu)7.9%-3.7%
14:00Extraterrestrial2 pointsISM Non-Manufacturing Employment (Chikumi)----50.7
14:00Extraterrestrial2 pointsISM Isiri Kugadzira PMI (Jun)50.849.9
14:00Extraterrestrial2 pointsMitengo Isiri Yekugadzira ISM (Chikumi)----68.7
15:00Extraterrestrial2 pointsFOMC Nhengo Bostic Inotaura--------
17:00Extraterrestrial2 pointsAtlanta Fed GDPNow (Q2) 2.5%2.5%
17:00Extraterrestrial2 pointsUS Baker Hughes Oil Rig Count----432
17:00Extraterrestrial2 pointsUS Baker Hughes Total Rig Count----547
23:30🇯🇵2 pointsKushandiswa Kwemhuri (MoM) (Chivabvu)0.4%-1.8%
23:30🇯🇵2 pointsKushandiswa Kwemhuri (YoY) (Chivabvu)1.3%-0.1%

Pfupiso yeZviitiko Zvehupfumi Zvinouya musi waChikunguru 3, 2025

Asia - Japan, Australia & China

kana Jibun Bank Services PMI (Chikumi) – 00:30 UTC

  • Zvinotarisirwa: 51.5 (yapfuura 51.5)
  • Impact: Kuverenga kwakatsiga kunoratidza basa rakatsiga muJapan; kwazvakarerekera kune JPY kunze kwekunge kushamisika kutsauka.

Australia Trade Balance (Chivabvu) - 01:30 UTC

  • Zvinotarisirwa: 5.08B (yapfuura 5.413B)
  • Impact: Lower trade surplus inogona kuderedza AUD zvishoma; kiyi yetarisiro yehupfumi inotungamirwa kunze kwenyika.

Caixin Services PMI (Chikumi) – 01:45 UTC

  • Zvinotarisirwa: 51.0 (yapfuura 51.1)
  • Impact: Kuenzanisa zvishoma kunotarisirwa; inoramba iri munzvimbo yekuwedzera. Inotsigira CNY uye yakawedzera njodzi manzwiro.

Japan Household Spending (MoM) (Chivabvu) – 23:30 UTC

  • Zvinotarisirwa: 0.4% (yapfuura -1.8%)
  • Impact: Kudzokororwa kunoratidza kuita kwakasimba kwevatengi, kutsigira kwemumba kudzoreredza maonero uye JPY.

Japan Household Spending (YoY) (Chivabvu) – 23:30 UTC

  • Zvinotarisirwa: 1.3% (yapfuura -0.1%)
  • Impact: Kushandiswa kwepagore kwepamusoro kunoratidza kudzikamisa mamiriro ekudiwa.

Europe - ECB & PMI Data

HCOB Eurozone Composite PMI (Chikumi) - 08:00 UTC

  • Zvinotarisirwa: 50.2 (yakafanana neyakare)
  • Impact: Inochengetedza chiratidzo chekukura chisina kwayakarerekera; inochengetedza EUR yakatsiga kunze kwekunge shanduko isingatarisirwe.

HCOB Eurozone Services PMI (Chikumi) – 08:00 UTC

  • Zvinotarisirwa: 50.0 (yakafanana neyakare)
  • Impact: Zviratidzo kumira mumabasa ebasa; dovish kana ichiramba, ichisimbisa kungwarira ECB chimiro.

ECB Inoburitsa Account yeMonetary Policy Meeting - 11:30 UTC

  • Impact: Inogona kuratidza gakava remukati pamusoro pegwara regwara; dovish toni inogona kuyera EUR uye eurozone goho.

United States - Labor, PMI, Trade & Fed Commentary

Nonfarm Payrolls (Chikumi) – 12:30 UTC

  • Zvinotarisirwa: 120K (yapfuura 139K)
  • Impact: Kubhadhara kusina simba kunogona kumutsidzira mabheti-akatemwa; kupotsa pazasi 100K kunogona kukonzeresa USD pasi.

Mwero Wokushaya Basa (Chikumi) - 12:30 UTC

  • Zvinotarisirwa: 4.3% (yapfuura 4.2%)
  • Impact: Kusimudza zvishoma kunosimbisa maitiro akapfava ebasa; inotsigira dovish Fed zvinotarisirwa.

Zvichemo zvekutanga zvisina basa - 12:30 UTC

  • Zvinotarisirwa: 239K (yapfuura 236K)
  • Impact: Kuwedzera zvine mwero kunoratidza zvishoma nezvishoma kupfavisa musika wevashandi; inosimbisa kusarura kwemwero.

Avhareji Yemihoro yeAwa (MoM) (Jun) – 12:30 UTC

  • Zvinotarisirwa: 0.3% (yapfuura 0.4%)
  • Impact: Kukura kwemuhoro unononoka kunorerutsa inflation pressure, dovish sign yeFed.

Trade Balance (Chivabvu) - 12:30 UTC

  • Zvinotarisirwa: -69.60B (yapfuura -61.60B)
  • Impact: Wider deficit inogona kuyera zvishoma pane zvinotarisirwa zveGDP; shoma pamusika kukanganisa kunze kwekunge kushamisika kukuru.

ISM Non-Manufacturing PMI (Jun) - 14:00 UTC

  • Zvinotarisirwa: 50.8 (yapfuura 49.9)
  • Impact: Kudzokera kunzvimbo yekuwedzera inotsigira nyoro yekumhara rondedzero; bullish kana ichitsigirwa.

Factory Orders (MoM) (Chivabvu) - 14:00 UTC

  • Zvinotarisirwa: 7.9% (yapfuura -3.7%)
  • Impact: Kudzoreredza kwakasimba kunowedzera manzwiro ekudyara kwebhizinesi; inotsigira equity kasim.

S&P Global Services PMI (Jun) – 13:45 UTC

  • Zvinotarisirwa: 53.1 (yakafanana neyakare)
  • Impact: Kuwedzera kwakasimba; inosimbisa kusimba muchikamu chebasa.

Atlanta Fed GDPNow (Q2) - 17:00 UTC

  • Zvinotarisirwa: 2.5% (zvakafanana)
  • Impact: Kutsiga kukura fungidziro inochengeta Fed mune data-inotsamira maitiro; kwaakarerekera kunze kwekunge kudzokororwa kukuru.

FOMC Nhengo Bostic Inotaura - 15:00 UTC

  • Impact: Inogona kupa nzwisiso muFed's bias pamutengo wekucheka; musika uchaongorora toni.

Commodity & Energy

US Baker Hughes Oil Rig Count - 17:00 UTC

  • Previous: 432
  • Impact: Lower rig count inotsigira mitengo yemafuta; inokanganisa manzwiro echikamu chesimba.

API Weekly Crude Oil Stock – N/A

  • Dhirowa yapfuura: -4.277M
  • Impact: Kuenderera mberi kudhirowa kunogona kuchengetedza mutengo wemafuta uchikwira; inflationary tilt kana ikaramba iripo.

Market Impact Analysis

  • US data yevashandi inotonga, ine nonfarm payrolls, kushaikwa kwemabasa, uye mihoro inoumba Fed policy view.
  • Eurozone masevhisi PMIs uye ECB maminetsi isa toni yeEUR uye bond direction.
  • Asia data (China PMI, Australia kutengeserana) inowedzera mamiriro ekudiwa kwepasi rose uye maitiro ezvigadzirwa.
  • Oiri inventory uye rig kuverenga tungamira tarisiro yekukwira kwemitengo yemagetsi.

Yese Impact Score: 8/10

Key Watchpoints:

  • US mabasa uye muhoro data - yakakosha kune yenguva pfupi yeFed chiyero chemitemo inotarisirwa.
  • Eurozone PMI & ECB maminetsi - inotungamira EUR manzwiro.
  • China PMI & Australia kutengeserana - zviratidzo zvekutanga zvezvigadzirwa uye kukura kwekunzwa.
  • ISM masevhisi uye maodha efekitori - yakakosha pakusimbisa kusimba kwehupfumi hweUS.