Jeremy Oles

Rakabudiswa On: 02/09/2024
Goverana!
Zviitiko zvehupfumi zviri kuuya 3 Gunyana 2024
By Rakabudiswa On: 02/09/2024
Nguva(GMT+0/UTC+0)mamirirokukoshachiitikokushurudzirapashure
01:30🇦🇺2 pfungwaAkaunti Yazvino (Q2)-5.0B-4.9B
03:35🇯🇵2 pfungwa10-Yegore JGB Auction---0.926%
13:45Extraterrestrial3 pfungwaS&P Global US Manufacturing PMI (Aug)48.148.0
14:00Extraterrestrial2 pfungwaKushandisa Pakuvaka (MoM) (Chikunguru)0.1%-0.3%
14:00Extraterrestrial2 pfungwaISM Manufacturing Employment (Aug)---43.4
14:00Extraterrestrial3 pfungwaISM Manufacturing PMI (Aug)47.546.8
14:00Extraterrestrial3 pfungwaISM Manufacturing Mitengo (Aug)52.552.9
14:00🇪🇺2 pfungwaECB's Supervisory Board Member Jochnick Anotaura------
15:00Extraterrestrial2 pfungwaAtlanta Fed GDPNow2.5%2.5%

Pfupiso yeZviitiko Zvehupfumi Zvinouya musi waGunyana 3, 2024

  1. Australia Current Account (Q2) (01:30 UTC): Chiyero chekubhadhara, chinoratidza mutsauko pakati pekukosha kwezvinotengwa nenyika kubva kunze kwenyika nekutengesa kunze kwenyika zvinhu nemasevhisi. Forecast: -5.0B, Yakapfuura: -4.9B.
  2. Japan Yemakore gumi JGB Auction (10:03 UTC): Auction yemakore gumi eJapan Government Bond. Yakapfuura Goho: 10%.
  3. US S&P Global US Manufacturing PMI (Aug) (13:45 UTC): Inoyera chiitiko muUS kugadzira chikamu. Forecast: 48.1, Previous: 48.0.
  4. US Kushandisa Pakuvaka (MoM) (Chikunguru) (14:00 UTC): Kuchinja kwepamwedzi kwemari yose inoshandiswa pakuvaka. Forecast: +0.1%, Yakapfuura: -0.3%.
  5. US ISM Manufacturing Employment (Aug) (14:00 UTC): Maitiro emabasa muUS kugadzira chikamu. Zvakapfuura: 43.4.
  6. US ISM Manufacturing PMI (Aug) (14:00 UTC): Inoyera chiitiko muUS kugadzira chikamu. Forecast: 47.5, Previous: 46.8.
  7. US ISM Manufacturing Mitengo (Aug) (14:00 UTC): Inoyera shanduko mumitengo mukati mechikamu chekugadzira. Forecast: 52.5, Yakapfuura: 52.9.
  8. ECB's Supervisory Board Member Jochnick Anotaura (14:00 UTC): Matauriro kubva kuna Kerstin Jochnick, achipa nzwisiso muECB supervisory policy uye kugadzikana kwemari.
  9. Atlanta Fed GDPNow (15:00 UTC): Yechokwadi-nguva fungidziro yeUS GDP kukura. Forecast: 2.5%, Yakapfuura: 2.5%.

Market Impact Analysis

  • Australia Current Account: Kusakwana kwakakura kudarika kunotarisirwa kunogona kuderedza AUD, zvichiratidza kuti mari yakawanda iri kubuda munyika kupfuura kupinda. Kushomeka kudiki kunogona kutsigira AUD, zvichiratidza hutano hwakasimba hwehupfumi.
  • Japan 10-Year JGB Auction: Zvibereko pamakore gumi ezvisungo zvinokanganisa JPY; kudiwa kwepamusoro kunotungamirira kugoho rakaderera kunogona kusimbisa JPY, nepo kudiwa kwakaderera uye goho rakakwirira rinogona kuideredza.
  • US Manufacturing PMI (S&P Global uye ISM): Maverengero ari pasi pe50 anoratidza kutsikisa. Nhamba dzakaderera dzinogona kuratidza kushaya simba muchikamu chekugadzira, chingangoita huremu paUSD uye kukanganisa equities. Kuvandudza manhamba kunogona kuratidza kupora.
  • US Kushandisa Kuvaka: Kuwedzera kwekushandisa mari kunotsigira kukura kwehupfumi, kunogona kuwedzera USD uye kuratidza kuvimba muchikamu chekuvaka.
  • US ISM Manufacturing Employment: Kuverenga kwakaderera kunoratidza kungangoita kudzikiswa kwemabasa mukugadzira, izvo zvinogona kusimudza kunetseka pamusoro pekusimba kwehupfumi.
  • US ISM Manufacturing Mitengo: Kukwira kwemitengo kunoratidza inflation inflation mukugadzira, zvinogona kukanganisa zvinotarisirwa neFed policy.
  • Atlanta Fed GDPZvino: Imwe fungidziro yakatsiga kana inowedzera inotsigira musika kuvimba mukukura kwehupfumi, ichikanganisa USD.

Overall Impact

  • Volatility: Zvine mwero, zvine mabatiro angangoita muequity, bond, mari, uye misika yezvinhu, kunyanya iine tarisiro yekugadzira nekuvaka zvikamu muUS.
  • Impact Score: 6/10, ichiratidza mukana wepakati pekufamba kwemusika.