Zviitiko zvehupfumi zviri kuuya 30 Chikumi 2025

Nguva(GMT+0/UTC+0)	mamiriro	kukosha	Event	Forecast	pashure
01:30		2 points	Chinese Composite PMI (Chikumi)	----	50.4
01:30		3 points	Kugadzira PMI (Chikumi)	49.6	49.5
01:30		2 points	Isiri-Kugadzira PMI (Chikumi)	50.3	50.3
08:30		2 points	ECB's De Guindos Inotaura	----	----
13:45		3 points	Chicago PMI (Chikumi)	42.7	40.5
14:00		2 points	FOMC Nhengo Bostic Inotaura	----	----
17:30		2 points	Mutungamiri weECB Lagarde Vanotaura	----	----
22:00		2 points	NZIER Business Confidence (Q2)	----	19%
23:50		2 points	Tankan Yese Yakakura Indasitiri CAPEX (Q2)	----	3.1%
23:50		2 points	Tankan Big Manufacturing Outlook Index (Q2)	9	12
23:50		2 points	Tankan Large Manufacturers Index (Q2)	10	12
23:50		2 points	Tankan Hombe Vasiri Vagadziri Indekisi (Q2)	34	35

Pfupiso yeZviitiko zveEconomic Zvinouya musi waChikumi 30, 2025

China

1. Chinese Manufacturing PMI (Jun) - 01:30 UTC

• Forecast: 49.6 | Previous: 49.5
• Market Impact:
  • Kuverenga pazasi makumi mashanu kunoratidza kuderera. Kuwedzera kudiki hakugone kuita zvakawanda, asi chero shanduko yakakosha inogona kutsigira CNY, manzwiro engozi yenharaunda, uye FX inoenderana nezvigadzirwa.

2. Chinese Non-Manufacturing & Composite PMI (Jun) - 01:30 UTC

• Non-Manufacturing Forecast: 50.3 | Previous: 50.3
• Composite Forecast: - | Previous: 50.4
• Market Impact:
  • Masevhisi uye simba remubatanidzwa zvinogona kudzikamisa kushaya simba kunoonekwa mukugadzira, zvichipa masaini akasanganiswa e Kubudirira kweChina kwese.

Eurozone

3. ECB's De Guindos Speaks – 08:30 UTC

4. Mutungamiri weECB Lagarde Vanotaura – 17:30 UTC

• Market Impact:
  • Sezvo ECB inosvika pamusangano wayo waChikunguru, hurukuro idzi dzinopa ruzivo rutsva mukati chiyero chemangwana uye inflation trajectory.
  • Chero toni yehawkish yaigona kusimbisa EUR; mashoko akashata anogona kunonotsa kupora kwayo.

nyika dzakabatana

5. Chicago PMI (Jun) - 13:45 UTC

• Forecast: 42.7 | Previous: 40.5
• Market Impact:
  • Ndichiri munharaunda yekumanikana, chiratidzo chekuvandudza mwero muutera hwekugadzira, iyo inogona kupa tsigiro ine mwero ku USD uye mid-cap equities.

6. Nhengo yeFOMC Bostic Inotaura - 14:00 UTC

• Market Impact:
  • Chero tsananguro pamusoro penzira yekumberi yemitengo kana inflation ichafamba FX uye goho misika.

Nyuzirendi

7. NZIER Business Confidence (Q2) - 22:00 UTC

• Previous: 19%
• Market Impact:
  • Kuverengera kwakaderera kunoratidza kungwarira kwekambani, zvinogona kunonoka NZD.

Japani

8. Tankan Survey - 23:50 UTC

• Capex, Manufacturing, uye Kwete-Kugadzira Outlook yeMakuru Mafemu (Q2)
• Forecasts: Capex ~3.1%, Manufacturing Index ~9, Non-Manufacturing ~34 | Previous: Capex ~?%, Kugadzira ~12, Kusiri-Kugadzira ~35
• Market Impact:
  • Tankan ndiyo yakakosha BoJ mitemo inotarisirwa. Mhedzisiro isina kusimba inogona kukurudzira mamwe makuhwa, achiremerwa JPY uye Japanese equity maonero.

Market Impact Analysis

• China:Mixed PMI results set the toni for Asia kugadzira uye njodzi manzwiro.
• ECB tsananguro ndiyo inotarisisa ye EUR kutungamira.
• US Chicago PMI uye Bostic tsinhiro chimiro pedyo-nguva Fed tarisiro.
• Tankan yeJapan kunechekuita JPY uye capital expenditure strategy.
• NZIER data anowedzera nuance kune NZD manzwiro.

Yese Impact Score: 7/10

Zvitsva Zvitsva:

• Tarisira a zvine mwero musangano unoshanda muAsia neEurope.
• Central bank kutaurirana kubva kuECB neFed ichatyaira FX uye goho mafambiro.
• Watch Tankan uye NZER kuverenga yezviratidzo zvedunhu muJapan neNew Zealand.