Jeremy Oles

Rakabudiswa On: 30/07/2024
Goverana!
Zviitiko zvehupfumi zviri kuuya 31 Chikunguru 2024
By Rakabudiswa On: 30/07/2024
Nguva(GMT+0/UTC+0)mamirirokukoshachiitikokushurudzirapashure
01:30🇦🇺2 pfungwaCPI (QoQ) (Q2)1.0%1.0%
01:30🇦🇺2 pfungwaCPI (YoY) (Q2)3.8%3.6%
01:30🇦🇺2 pfungwaRetail Sales (MoM) (Chikumi)0.2%0.6%
01:30🇦🇺2 pfungwaYakagadzirirwa Mean CPI (QoQ) (Q2)1.0%1.0%
01:30🇨🇳2 pfungwaChinese Composite PMI (Chikunguru)---50.5
01:30🇨🇳2 pfungwaKugadzira PMI (Chikunguru)49.449.5
01:30🇨🇳2 pfungwaIsiri-Kugadzira PMI (Chikunguru)50.250.5
02:30🇯🇵2 pfungwaBoJ Monetary Policy Statement------
03:00🇯🇵2 pfungwaBoJ Mubereko Mutengo Sarudzo0.10%0.10%
04:00🇯🇵2 pfungwaBoJ Outlook Report (YoY)------
06:30🇯🇵2 pfungwaBoJ Press Musangano------
09:00🇪🇺2 pfungwaCore CPI (YoY) (Chikunguru)2.8%2.9%
09:00🇪🇺2 pfungwaCPI (MoM) (Chikunguru)---0.2%
09:00🇪🇺2 pfungwaCPI (YoY) (Chikunguru)2.5%2.5%
12:15Extraterrestrial2 pfungwaADP Nonfarm Employment Shanduko (Chikunguru)147K150K
12:30Extraterrestrial2 pfungwaEmployment Cost Index (QoQ) (Q2)1.0%1.2%
13:45Extraterrestrial2 pfungwaChicago PMI (Chikunguru)44.847.4
14:00Extraterrestrial2 pfungwaYakamirira Kutengeswa Kwepamba (MoM) (Chikumi)1.4%-2.1%
14:30Extraterrestrial2 pfungwaMafuta Asingawaniki Inventories----3.741M
14:30Extraterrestrial2 pfungwaCushing Crude Oil Inventories----1.708M
18:00Extraterrestrial2 pfungwaChirevo cheFOMC------
18:00Extraterrestrial2 pfungwaFed Chidhara Chechiyero Sarudzo5.50%5.50%
18:30Extraterrestrial2 pfungwaFOMC Press Musangano------

Pfupiso yeZviitiko Zvehupfumi Zvinouya musi waChikunguru 31, 2024

  1. Australia CPI (QQ) (Q2): Kuchinja kwekota mumutengo wemutengo wevatengi. Forecast: +1.0%, Yakapfuura: +1.0%.
  2. Australia CPI (YoY) (Q2): Kuchinja kwegore negore muhuwandu hwemutengo wevatengi. Forecast: + 3.8%, Yakapfuura: + 3.6%.
  3. Australia Retail Sales (MoM) (Chikumi): Kuchinja kwemwedzi nemwedzi mukutengesa kwekutengesa. Forecast: +0.2%, Yakapfuura: +0.6%.
  4. Australia Yakatemwa Zvinoreva CPI (QoQ) (Q2): Quarterly shanduko mu core inflation measure. Forecast: +1.0%, Yakapfuura: +1.0%.
  5. China Composite PMI (Chikunguru): Indekisi inosanganiswa yekugadzira uye isiri-yekugadzira basa. Zvadaro: 50.5.
  6. China Manufacturing PMI (Chikunguru): Inoyera chiitiko muchikamu chekugadzira. Forecast: 49.4, Previous: 49.5.
  7. China Isiri-Kugadzira PMI (Chikunguru): Inoyera chiitiko muchikamu chisiri chekugadzira. Forecast: 50.2, Pamberi: 50.5.
  8. BoJ Monetary Policy Statement: Inopa maonero muBank of Japan mamiriro ehupfumi uye mutemo.
  9. BoJ Chisarudzo Chekufarira: Sarudzo pabenchmark yemubereko yekuJapan. Forecast: 0.10%, Eye: 0.10%.
  10. BoJ Outlook Report (YoY): Chirevo pamusoro peBank of Japan mamiriro ehupfumi uye inflation.
  11. BoJ Press Musangano: Kumwe nzwisiso muBoJ sarudzo dzemitemo uye maonero ehupfumi.
  12. Eurozone Core CPI (YoY) (Chikunguru): Shanduko yegore negore munheyo yemutengo wevatengi. Forecast: + 2.8%, Yakapfuura: + 2.9%.
  13. Eurozone CPI (MoM) (Chikunguru): Kuchinja kwemwedzi wega wega mumutengo wemutengo wevatengi. Zvakapfuura: +0.2%.
  14. Eurozone CPI (YoY) (Chikunguru): Kuchinja kwegore negore muhuwandu hwemutengo wevatengi. Forecast: + 2.5%, Yakapfuura: + 2.5%.
  15. US ADP Nonfarm Employment Shanduko (Chikunguru): Kuchinja kwemwedzi nemwedzi mumabasa ega ega. Forecast: 147K, Yakapfuura: 150K.
  16. US Employment Cost Index (QoQ) (Q2): Kuchinja kwekota mumutengo webasa. Forecast: +1.0%, Yakapfuura: +1.2%.
  17. US Chicago PMI (Chikunguru): Inoyera mamiriro ebhizinesi munzvimbo yeChicago. Forecast: 44.8, Previous: 47.4.
  18. US Pending Home Sales (MoM) (Chikumi): Kuchinja kwepamwedzi kwezvibvumirano zvakasainwa kutenga dzimba dziripo. Forecast: + 1.4%, Yakapfuura: -2.1%.
  19. US Crude Oil Inventories: Shanduko yevhiki nevhiki muUS crude oil inventory. Zvadaro: -3.741M.
  20. US Cushing Crude Oil Inventories: Shanduko yevhiki nevhiki mumatura emafuta asina kuchena paCushing, Oklahoma storage hub. Zvakapfuura: -1.708M.
  21. Chirevo cheFOMC: Inopa zvigadziriso pane iyo Federal Reserve's monetary policy stance.
  22. Fed Chisarudzo Chekufarira: Sarudzo pachiyero chemhindu. Forecast: 5.50%, Eye: 5.50%.
  23. FOMC Press Musangano: Mamwe mashoko pamusoro peFed policy zvisarudzo uye maonero ehupfumi.

Market Impact Analysis

  • Australia CPI uye Retail Sales: Kukwira kwemitengo kunotsigira AUD; kuderera kwekutengesa kwekutengesa kunogona kuratidza kunetseka kwehupfumi.
  • China PMIs: Contraction mukugadzira PMI (pasi pe50) inoratidza kushaya simba kwechikamu, kukanganisa yuan (CNY) uye misika yepasi rose.
  • BoJ Policy uye Outlook: Kutsiga mutemo unotsigira JPY kugadzikana; kuchinja kwemaonero kana mutemo kunogona kukanganisa JPY neJapan equities.
  • Eurozone CPI: Yakagadzikana kana kukwira kwemitengo inotsigira EUR; kuderera kwe inflation kunogona kumanikidza ECB kuti igadzirise mitemo.
  • US Employment Data uye PMI: Yakasimba data yebasa inotsigira USD uye equities; isina simba Chicago PMI inoratidza kunetseka kwekugadzira.
  • US Crude Oil Inventories: Zvinyorwa zvakaderera zvinotsigira mitengo yemafuta; zvigadzirwa zvepamusoro zvinogona kumanikidza mitengo kudzika.
  • Chirevo cheFOMC uye Sarudzo Yechiyero: Mitengo yakagadzikana inotarisirwa; chero zvinoshamisa zvinogona kukonzera zvakakosha musika maitiro.

Overall Impact

  • Volatility: Yakakwirira, ine zvingangoitika zvakakosha muequity, bond, commodity, uye misika yemari.
  • Impact Score: 8/10, zvichiratidza mukana wepamusoro wekufamba kwemusika.