Jeremy Oles

Rakabudiswa On: 03/12/2024
Goverana!
Zviitiko zvehupfumi zviri kuuya 4 Zvita 2024
By Rakabudiswa On: 03/12/2024
Nguva(GMT+0/UTC+0)mamirirokukoshachiitikokushurudzirapashure
00:30🇦🇺2 pfungwaGDP (QQ) (Q3)0.5%0.2%
00:30🇦🇺2 pfungwaGDP (YoY) (Q3)1.1%1.0%
00:30🇯🇵2 pfungwakana Jibun Bank Japan Services PMI (Nov)50.249.7
01:45🇨🇳2 pfungwaCaixin Services PMI (Nov)52.552.0
09:00🇪🇺2 pfungwaHCOB Eurozone Composite PMI (Nov)48.150.0
09:00🇪🇺2 pfungwaHCOB Eurozone Services PMI (Nov)49.251.6
13:15Extraterrestrial3 pfungwaADP Nonfarm Employment Shanduko (Nov)166K233K
13:30🇪🇺2 pfungwaMutungamiri weECB Lagarde Vanotaura------
14:45Extraterrestrial2 pfungwaS&P Global Composite PMI (Nov)55.354.1
14:45Extraterrestrial3 pfungwaS&P Global Services PMI (Nov)57.055.0
15:00Extraterrestrial2 pfungwaFactory Orders (MoM) (Oct)0.3%-0.5%
15:00Extraterrestrial2 pfungwaISM Non-Manufacturing Employment (Nov)53.053.0
15:00Extraterrestrial3 pfungwaISM Isiri-Kugadzira PMI (Nov)55.556.0
15:00Extraterrestrial3 pfungwaISM Isiri-Kugadzira Mitengo (Nov)56.458.1
15:30Extraterrestrial3 pfungwaMafuta Asingawaniki Inventories----1.844M
15:30Extraterrestrial2 pfungwaCushing Crude Oil Inventories----0.909M
15:30🇪🇺2 pfungwaMutungamiri weECB Lagarde Vanotaura------
18:45Extraterrestrial3 pfungwaFed Chair Powell Anotaura  ------
19:00Extraterrestrial2 pfungwaBeige Book------

Pfupiso yeZviitiko Zvinouya zvehupfumi musi waZvita 4, 2024

  1. GDP Data yeAustralia (Q3) (00:30 UTC):
    • QoQ: Forecast: 0.5%, Yakapfuura: 0.2%.
    • YOY: Forecast: 1.1%, Yakapfuura: 1.0%.
      Kukura kwakasimba kweGDP kwaizoratidza kupora kwehupfumi, kutsigira AUD. Mashoko asina simba angaratidza kuti hupfumi hunoita zvishoma nezvishoma, zvingangoremera mari.
  2. Japan neChina PMI Data (00:30–01:45 UTC):
    • Japan kana Jibun Bank Services PMI (Nov): Forecast: 50.2, Zvakapfuura: 49.7.
    • China Caixin Services PMI (Nov): Forecast: 52.5, Zvakapfuura: 52.0.
      PMI kuverenga pamusoro pe50 kunoratidza kuwedzera. Huwandu hwakasimba hwaizotsigira iyo JPY neCNY nekusaina yakasimba sevhisi sevhisi kuita, nepo isina kusimba data inogona kuremedza mari.
  3. Eurozone PMI Data (09:00 UTC):
    • Composite PMI (Nov): Forecast: 48.1, Zvakapfuura: 50.0.
    • Services PMI (Nov): Forecast: 49.2, Zvakapfuura: 51.6.
      PMIs pazasi 50 inoratidza contraction. Data isina kusimba yaizorema paEUR, nepo kuverenga kwakasimba-kupfuura-kunotarisirwa kungapa rutsigiro.
  4. US ADP Nonfarm Employment Shanduko (Nov) (13:15 UTC):
    • Forecast: 166K, Previous: 233K.
      Inoratidza kukura kwebasa rebazi rakazvimirira. Nhamba isina kusimba inogona kuratidza kutonhora kwemusika wevashandi, kungangoita huremu paUSD. Data yakasimba yaizotsigira mari.
  5. Mutungamiri weECB Lagarde Anotaura (13:30 na15:30 UTC):
    Maonero eHawkish kubva kuLagarde aizotsigira EUR nekusimbisa tarisiro yekusimbisa, nepo kutaura kwakashata kunogona kupfavisa mari.
  6. US PMI & Factory Orders (14:45–15:00 UTC):
    • S&P Global Services PMI (Nov): Forecast: 57.0, Zvakapfuura: 55.0.
    • ISM Isiri Kugadzira PMI (Nov): Forecast: 55.5, Zvakapfuura: 56.0.
    • Factory Orders (MoM) (Oct): Forecast: 0.3%, Yakapfuura: -0.5%.
      Kuvandudza PMI uye data remafekitori kwaizoratidza kusimba muhupfumi hweUS, kutsigira USD. Mashoko asina simba anogona kuremedza mari.
  7. US Crude Oil Inventories (15:30 UTC):
    • Previous: -1.844M.
      Kudonhedza kwakakura kwaizotsigira mitengo yemafuta uye mari yakabatana nemidziyo, nepo chivakwa chaizoratidza kushomeka kuri kuita, kumanikidza mitengo.
  8. Fed Chair Powell Anotaura & Beige Book (18:45–19:00 UTC):
    Zvakataurwa naPowell neBhuku reBeige zvinogona kupa nzwisiso mumaonero eFed pamusoro pekukwira kwemitengo, kukura, uye mafambiro emitemo yeramangwana. Matoni eHawkish aizotsigira iyo USD, nepo matauriro ehudovish anogona kuinetesa.

Market Impact Analysis

  • Australia GDP Data:
    Huwandu hweGDP hwakasimba hwaizotsigira AUD, zvichiratidza simba rehupfumi. Mashoko asina simba anogona kudzikisira manzwiro emari.
  • Japan neChina PMI Data:
    Kuwedzera kwemasevhisi eJapan kana eChina kwaizotsigira JPY neCNY, zvichiratidza kudzoreredzwa kwehupfumi. Contraction inogona kurema pane ese mari.
  • Eurozone PMI Data & ECB Commentary:
    Weaker PMIs yaizoyera EUR nekusimbisa matambudziko ehupfumi. Hawkish ECB tsananguro inogona kupikisa kukanganisa kwe data isina simba, kutsigira mari.
  • US ADP, PMI, uye Factory Orders:
    Basa rakasimba uye PMI data yaizosimbisa iyo USD nekuratidzira kusimba muchikamu chebasa uye sevhisi. Data risina simba rinogona kuratidza kutonhora kwehupfumi, kurema pamari.
  • Crude Oil Inventories:
    Kudonhedza kwaizotsigira mitengo yemafuta, kubatsiridza mari-yakabatana nemari seCAD neAUD. Chivakwa chaizoratidza kushomeka kushoma, kumanikidza mitengo.
  • Fed Chair Powell & Beige Book:
    Matoni eHawkish aizotsigira USD nekusimbisa tarisiro yekukwira kwemwero. Matauriro ehudovi kana manzwiro ekuchenjerera anogona kuremedza mari.

Overall Impact

Volatility:
Yakakwira, ine data rakakosha kubva kuAustralia, Eurozone, uye US, padivi pebhengi repakati tsinhiro kubva kuLagarde naPowell vachiumba musika manzwiro.

Impact Score: 8/10, inotungamirwa neGDP, PMI, data rebasa, uye ruzivo rwebhangi repakati rinopesvedzera AUD, EUR, uye USD kufamba.