Zviitiko zvehupfumi zviri kuuya 5 Chikumi 2025

Nguva(GMT+0/UTC+0)	mamiriro	kukosha	Event	Forecast	pashure
01:30		2 points	Trade Balance (Kubvumbi)	5.960B	6.900B
01:45		2 points	Caixin Services PMI (Chivabvu)	51.0	50.7
12:15		3 points	Deposit Facility Rate (Chikumi)	2.00%	2.25%
12:15		2 points	ECB Marginal Lending Facility	----	2.65%
12:15		2 points	ECB Monetary Policy Statement	----	----
12:15		3 points	ECB Muberero weChisarudzo (Chikumi)	2.15%	2.40%
12:30		2 points	Kuenderera mberi Nezvichemo Zvisina Basa	1,910K	1,919K
12:30		2 points	Zvinotengeswa kunze kwenyika (Kubvumbi)	----	278.50B
12:30		2 points	Zvinotengwa kunze kwenyika (Kubvumbi)	----	419.00B
12:30		3 points	Pakutanga Kusarudzwa kweJobho	236K	240K
12:30		2 points	Nonfarm Production (QoQ) (Q1)	-0.8%	-1.7%
12:30		2 points	Trade Balance (Kubvumbi)	-67.60B	-140.50B
12:30		2 points	Mutengo Webasa Wemayuniti (QoQ) (Q1)	5.7%	2.0%
12:45		3 points	ECB Press Musangano	----	----
14:15		2 points	Mutungamiri weECB Lagarde Vanotaura	----	----
17:00		2 points	Atlanta Fed GDPNow (Q2)	4.6%	4.6%
17:30		2 points	Nhengo yeFOMC Harker Inotaura	----	----
20:30		2 points	Fed's Balance Sheet	----	6,673B
23:30		2 points	Kushandiswa Kwemhuri (MoM) (Kubvumbi)	-0.8%	0.4%
23:30		2 points	Kushandiswa Kwemhuri (YoY) (Kubvumbi)	1.5%	2.1%

Pfupiso yeZviitiko zveEconomic Zvinouya musi waChikumi 5, 2025

Ositireriya

1. Trade Balance (Kubvumbi) - 01:30 UTC

• Forecast: 5.960B | Previous: 6.900B
• Market Impact:
  • A yakaderera trade surplus inogona uremu paAUD, zvichiratidza kuderera kwekukwira kunze kwenyika kana kukwira kuri kuita kunze kwenyika.
  • Kuwedzera kunoshamisa kunogona tsigira AUD.

China

2. Caixin Services PMI (Chivabvu) - 01:45 UTC

• Forecast: 51.0 | Previous: 50.7
• Market Impact:
  • Pamusoro-50 kuverenga kunoratidza kuenderera mberi kwekuwedzera mumasevhisi, kutsigira China-yakabatana mari (AUD, NZD) uye manzwiro engozi.
  • Kudonha kwekushamisika pasi pe50 kwaizosimudza kunetseka pamusoro pekuda-kudivi kushaya simba.

Eurozone

3. ECB Mubereko weChisarudzo (Jun) - 12:15 UTC

• Forecast: 2.15% Previous: 2.40%

4. ECB Deposit Facility Rate - Forecast: 2.00% Previous: 2.25%

5. ECB Marginal Lending Facility - Yakapfuura: 2.65%

6. ECB Monetary Policy Statement & Press Conference – 12:15 & 12:45 UTC

7. Mutungamiri weECB Lagarde Vanotaura – 14:15 UTC

• Market Impact:
  • A chiyero chekucheka chinotarisirwa zvakanyanya. Kutarisa kwemusika kuri pa mutauro wekutaura uye musangano wevatori venhau.
  • Dovish kutungamira aigona kuderedza euro uye kutsigira zvisungo.
  • Inzwi rakangwarira kana rinoenderana nedata rinogona pakati pekuita.

nyika dzakabatana

8. Zvichemo zvekutanga zvisina basa – 12:30 UTC

• Forecast: 236K | Previous: 240K

9. Kuenderera mberi Nezvichemo zvisina Basa - 12:30 UTC

• Forecast: 1,910K | Previous: 1,919K
• Market Impact:
  • Zvikumbiro zvakaderera zvinoratidza kusimba kwemusika wevashandi, zvichida kudzikisira Fed kurerutsa tarisiro.
  • Kusimuka kwaizoratidza kupfavisa basa.

10. Trade Balance (Kubvumbi) - 12:30 UTC

• Forecast: -67.60B | Previous: -140.50B

11. Zvinotengeswa kunze kwenyika & Zvinotengeswa kunze (Kubvumbi) – Yakapfuura: 278.50B / 419.00B

• Market Impact:
  • Kushomeka kudiki kwakanyanya kunovandudza GDP maonero, kutsigira USD uye zvichibvira equities.

12. Nonfarm Productivity (QoQ) (Q1) - 12:30 UTC

• Forecast: -0.8% | Previous: -1.7%

13. Unit Labor Costs (QoQ) (Q1) - 12:30 UTC

• Forecast: +5.7% | Previous: + 2.0%
• Market Impact:
  • Kuderera kwekubudirira uye kukwira kwemitengo yevashandi kunoratidza inflationary wage pressure, izvo zvinogona ganhurira Fed flexibility.

14. Atlanta Fed GDPNow (Q2) - 17:00 UTC

• Forecast: 4.6% Previous: 4.6%
• Market Impact:
  • Sustained high estimate inoratidza kukura kwakasimba kwepasi, unogona kusunda goho rakakwirira.

15. Nhengo yeFOMC Harker Inotaura – 17:30 UTC

• Market Impact:
  • Maonero pamusoro peinflation nemabasa achaumba kwenguva pfupi chiyero zvinotarisirwa.

16. Fed's Balance Sheet – 20:30 UTC

• Previous: $ 6.673T
• Market Impact:
  • Kuderedza kunotsigira kusimbisa liquidity nhoroondo.

Japani

17. Kushandiswa Kwemari Mumba (Kubvumbi) – 23:30 UTC

• Forecast (MoM): -0.8% | Previous: + 0.4%
• Forecast (YoY): +1.5% | Previous: + 2.1%
• Market Impact:
  • Kuramba kunogona kuratidza mutengi kungwarira, kupera simba JPY uye kumanikidza maJapan equities.
  • Kuwedzera kushamisika kunogona kuratidza kuda simba, kusimudzira manzwiro.

Market Impact Analysis

• The ECB chiyero chekucheka uye mutemo mutauro uchava central global driver, kufurira EUR, mabhondi, uye Eurozone equities.
• Mu US, data yevashandi, kugadzirwa, uye nhamba dzekutengesa zvinogadzira zvinotarisirwa pa kukura, inflation, uye rate trajectory.
• Asia-Pacific chiitiko (Australia, China, Japan) ichapesvedzera mari dzematunhu uye njodzi havi, kunyanya kana maChinese masevhisi data akashamisika.

Yese Impact Score: 9/10

Kiyi Yekutarisa:
Zuva guru rinofambiswa ne ECB's inogona kuita policy pivot, US yevashandi nekugadzira data, uye Masevhisi eChina anoita. Yakasanganiswa, iyi mishumo inopa ruzivo rwakakura mukati global inflation trends, central bank directions, uye kusimba kwehupfumi. Tarisira kushanduka kukuru mukati EUR, USD, JPY, AUD, uye zvakabatana equities nema bond.