Jeremy Oles
Goverana!
| Nguva(GMT+0/UTC+0) | mamiriro | kukosha | Event | Forecast | pashure |
| 01:30 |  | 2 points | Zvibvumirano zvekuvaka (MoM) (Kubvumbi) | -5.7% | -8.8% |
| 08:30 |  | 2 points | Mutungamiri weECB Lagarde Vanotaura | ---- | ---- |
| 09:00 | | 2 points | GDP (QQ) (Q1) | 0.3% | 0.2% |
| 09:00 | | 2 points | GDP (YoY) | 1.2% | 1.2% |
| 12:30 |  | 2 points | Avhareji Yomuhoro Weawa (YoY) (YoY) (Chivabvu) | 3.7% | 3.8% |
| 12:30 | | 3 points | Avhareji Yemihoro Yeawa (MoM) (Chivabvu) | 0.3% | 0.2% |
| 12:30 | | 3 points | Nonfarm Payrolls (Chivabvu) | 127K | 177K |
| 12:30 | | 2 points | Kutora chikamu (Chivabvu) | ---- | 62.6% |
| 12:30 | | 2 points | Private Nonfarm Payrolls (Chivabvu) | 110K | 167K |
| 12:30 | | 2 points | U6 Urovha Mwero (Chivabvu) | ---- | 7.8% |
| 12:30 | | 3 points | Mwero Wokushaya Basa (Chivabvu) | 4.2% | 4.2% |
| 17:00 | | 2 points | US Baker Hughes Oil Rig Count | ---- | 461 |
| 17:00 | | 2 points | US Baker Hughes Total Rig Count | ---- | 563 |
| 19:00 | | 2 points | Chikwereti chevatengi (Kubvumbi) | 11.30B | 10.17B |
| 19:30 | | 2 points | CFTC Crude Oil inofungidzira mambure zvinzvimbo | ---- | 186.4K |
| 19:30 | | 2 points | CFTC Goridhe yekufungidzira mambure zvinzvimbo | ---- | 174.2K |
| 19:30 | | 2 points | CFTC Nasdaq 100 yekufungidzira mambure zvinzvimbo | ---- | 17.0K |
| 19:30 | | 2 points | CFTC S&P 500 yekufungidzira mambure zvinzvimbo | ---- | -53.0K |
| 19:30 | | 2 points | CFTC AUD yekufungidzira mambure zvinzvimbo | ---- | -61.2K |
| 19:30 |  | 2 points | CFTC JPY yekufungidzira mambure zvinzvimbo | ---- | 164.0K |
| 19:30 | | 2 points | CFTC EUR yekufungidzira mambure zvinzvimbo | ---- | 79.5K |
Pfupiso yeZviitiko zveEconomic Zvinouya musi waChikumi 6, 2025
Ositireriya
1. Zvibvumirano zvekuvaka (MoM) (Kubvumbi) - 01:30 UTC
- Forecast: -5.7% | Previous: -8.8%
- Market Impact:
- Utera hunopfuurira mukuvaka hungaratidzira kuderera kwemusika wedzimba, kumanikidza AUD uye equities emunharaunda.
- Kudonha kudiki-kupfuura-kunotarisirwa kunogona kupa zvimwe rutsigiro kuAUD.
Eurozone
2. Mutungamiri weECB Lagarde Vanotaura – 08:30 UTC
- Market Impact:
- Mhinduro dzichaongororwa post-rate cut view uye kumira pane inflation trajectory.
- Hawkish toni inogona tsigira EUR uye bond goho.
3. GDP (QoQ & YoY) (Q1) - 09:00 UTC
- Forecast (QoQ): 0.3% Previous: 0.2%
- Forecast (YoY): 1.2% Previous: 1.2%
- Market Impact:
- Kukura kwakasimba kunotsigira tarisiro yakapfava yekupora kweEurozone.
- Nhamba dzisina simba dzinogona kusimbisa kurega kunotanga, kunyorova EUR uye ECB kuvimbika.
nyika dzakabatana
4. Nonfarm Payrolls (Chivabvu) – 12:30 UTC
- Forecast: 127K | Previous: 177K
- Market Impact:
- Kuderera kungaratidza kupfava kwemusika wevashandi, kusimbisa chiyero chekucheka mabheti uye zvichibvira kumanikidza USD.
- Nhamba yakasimba yaigona kunonoka Fed kurerutsa uye simudza goho uye dhora.
5. Avhareji Yomuhoro Weawa (MoM & YoY) (Chivabvu) - 12:30 UTC
- Forecast (MoM): +0.3% | Previous: + 0.2%
- Forecast (YoY): 3.7% Previous: 3.8%
- Market Impact:
- Wage data kiyi ye inflation view. Simba rinogara raigona kunetseka misika, zvichikonzera fungidziro yokukwira kwemwero.
6. Private Nonfarm Payrolls (Chivabvu) – 12:30 UTC
- Forecast: 110K | Previous: 167K
- Market Impact:
- Inosimbisa mafambiro kubva mumusoro wekubhadhara. Utera hunogona kutsigira dovish Fed chinzvimbo.
7. Mutengo Wekushaya Basa & U6 Rate (Chivabvu) - 12:30 UTC
- Forecast (UR): 4.2% Previous: 4.2%
- Market Impact:
- Kutsiga kana kukwira kwekushaikwa kwemabasa kunogona kuratidza kuderera kwebasa, kuenderera mberi Fed dovish bias.
8. Chiyero chekutora chikamu (Chivabvu) - Yakapfuura: 62.6%
- Market Impact:
- Kudonha kunogona kutsigira mubhadharo; kusimuka kunoratidza kuwanda kwevashandi, kuderedza kunetsa kwekukwira kwemitengo.
9. US Baker Hughes Rig Counts – 17:00 UTC
- Previous Crude: 461 | Total: 563
- Market Impact:
- Changes impact maonero ekupa kune crude oil uye energy equities.
10. Chikwereti chevatengi (Kubvumbi) - 19:00 UTC
- Forecast: 11.30B | Previous: 10.17B
- Market Impact:
- Kukwira kwechikwereti chevatengi kunotsigira kushandisa simba, asi kukura zvakanyanya kunokwidza zvikwereti zvinoramba zvichinetsa.
11. CFTC Net Positioning (Various Assets) – 19:30 UTC
- Crude Oil, Gold, Nasdaq 100, S&P 500, AUD, JPY, EUR
- Market Impact:
- Kuchinja kwenzvimbo dzekufungidzira kunopa nzwisiso manzwiro emusika uye chinzvimbo chemangwana.
Market Impact Analysis
- The US jobs report (NFP, mihoro, kushaya mabasa) ndiyo mutyairi mukuru, ine mukana wepamusoro wekusagadzikana mukati FX, goho, uye equities.
- Eurozone GDP uye kutaura kwaLagarde kunopa yekutevera nzwisiso post-ECB chiyero sarudzo, zvinokanganisa EUR kutungamira uye chiyero maonero.
- CFTC chinzvimbo inobatsira kuumba manzwiro ekupera kwevhiki uye kutengeserana kwenguva pfupi.
Yese Impact Score: 9/10
Kiyi Yekutarisa:
Misika ichava pakati pe Mushumo wevashandi weUS, izvo zvichadaro kusimbisa kana kupikisa rondedzero ye mitengo yakaderedzwa muna 2025. NeEurozone kukura data uye ECB toni zvakare pane ajenda, tarisira kukwira kwakadzika in USD, EUR, goho, uye zvigadzirwa, kunyanya ne mafuta negoridhe positioning yakagadziridzwa munguva yekupedzisira muchikamu.
