Zviitiko zvehupfumi zviri kuuya 7 Nyamavhuvhu 2025

Nguva(GMT+0/UTC+0)	mamiriro	kukosha	Event	Forecast	pashure
01:30		2 points	Mvumo yekuvaka (MoM) (Chikumi)	11.9%	3.2%
01:30		2 points	Trade Balance (Chikumi)	3.180B	2.238B
03:00		2 points	Tarisiro yeInflation (QoQ) (Q3)	----	2.3%
03:00		2 points	Zvinobva kunze (YoY) (Chikunguru)	-1.0%	1.1%
03:00		2 points	Trade Balance (USD) (Chikunguru)	105.20B	114.77B
03:00		2 points	Zvinotengeswa kunze kwenyika (YoY) (Chikunguru)	5.4%	5.8%
08:00		2 points	ECB Economic Bulletin	----	----
12:30		2 points	Kuenderera mberi Nezvichemo Zvisina Basa	1,950K	1,946K
12:30		3 points	Pakutanga Kusarudzwa kweJobho	221K	218K
12:30		2 points	Nonfarm Production (QoQ) (Q2)	1.9%	-1.5%
12:30		2 points	Mutengo Webasa Wemayuniti (QoQ) (Q2)	1.6%	6.6%
14:00		2 points	FOMC Nhengo Bostic Inotaura	----	----
15:00		2 points	NY Fed 1-Year Consumer Inflation (Chikunguru)	----	3.0%
17:00		3 points	30-Yegore Bond Auction	----	4.889%
17:00		2 points	Atlanta Fed GDPNow (Q3)	2.5%	2.5%
19:00		2 points	Chikwereti chevatengi (Chikumi)	7.40B	5.10B
20:30		2 points	Fed's Balance Sheet	----	6,643B
23:30		2 points	Kushandiswa Kwemhuri (MoM) (Chikumi)	-3.0%	4.6%
23:30		2 points	Kushandiswa Kwemhuri (YoY) (Chikumi)	2.8%	4.7%
23:50		2 points	Akagadziridzwa Current Account (Chikumi)	----	281.81T
23:50		2 points	Akagadziridzwa Current Account	2.76T	2.82T
23:50		2 points	Current Account n.s.a. (Chikumi)	1.480T	3.436T

Pfupiso yeZviitiko Zvehupfumi Zvinouya musi waNyamavhuvhu 7, 2025

Asia-Pacific - Australia, New Zealand & China

Australia – Mvumo yeKuvaka (Chikumi) – 01:30 🇦🇺

• Zvinotarisirwa: +11.9% (prev +3.2%)
• Impact: Kudzokororwa kwakasimba kunoratidza kuvandudzwa kweimba. Positive for AUD uye inoratidza kusimba mubasa rekuvaka.

Australia – Trade Balance (Chikumi) – 01:30 🇦🇺

• Zvinotarisirwa: Yakasara yeA$3.18 B (prev A$2.238 B)
• Impact: Yakawanda yakasara inogona kutsigira AUD, kuratidza hutano hwekunze hunodiwa uye mari inopinda.

New Zealand - Q3 Inflation Expectations (QoQ) - 03:00 🇳🇿

• Previous: ~ 2.3%
• Impact: Kukwidziridzwa kwekukwira kwemitengo kunosimbisa kurerekera kweRBNZ; chero donhwe raigona kuderedza NZD manzwiro.

China – Trade Data (Chikunguru) – 03:00 🇨🇳

• Kunze: +5.4% YoY (prev 5.8%)
• Kubva kunze kwenyika: -1.0% YoY (prev +1.1%)
• Trade Balance: USD 105.20 B (prev 114.77 B)
• Impact: Kudzikira kunze zvishoma uye kudonha kwekunze kunoratidza kudzikisira kudiwa kwekunze uye kwepamba; aigona kurema CNY uye nharaunda njodzi chido.

Europe - ECB & Policy Outlook

ECB Economic Bulletin – 08:00 UTC 🇪🇺

• Impact: Inopa yakagadziridzwa hupfumi, mari, uye mamiriro emari. Misika ichatsvaga masaini pane ramangwana ECB chiyero chekutungamira. Dovish toni inogona kudzvanya EUR, nepo kujekesa pamusoro pekukwira kwemitengo kunogona kusimbisa goho.

United States - Basa, Kubudirira, Chikwereti & Chikwereti

Zvikumbiro Zvisina Basa (Aug 2 vhiki) - 12:30 UTC 🇺🇸

• Zvichemo zvekutanga: 221K (prev 218K)
• Kuenderera mberi nezvichemo: 1.95M (prev 1.946M)
• Impact: Kuwedzera kushoma kwezvirevo kunoratidza kupfava kwemusika wevashandi. Kana zvichemo zvikaramba zvichikwira, izvo zvinogona kusunda tarisiro yeFed kudzikira, kupera simba USD.

Kugadzirwa uye Mari dzeMushandi (Q2) - 12:30 UTC 🇺🇸

• Kubudirira: +1.9% (prev -1.5%)
• Mutengo Wevashandi: +1.6% (prev +6.6%)
• Impact: Kubudirira kwakasimba uye kuderera kwakanyanya kwemutengo wevashandi kunorerutsa kunetseka kweinflation - kushushikana kwemaonero rate.

FOMC Nhengo Bostic Inotaura - 14:00 UTC 🇺🇸

• Impact: Mhinduro inogona maungira masaini pane inflation uye chiyero nzira. Dovish rhetoric inogona kumanikidza goho / USD; inzwi rehawkish rinogona kuvasimudza.

NY Fed 1-Year Inflation Tarisiro (Jul) - 15:00 UTC 🇺🇸

• Previous: 3.0%
• Impact: Zvinotarisirwa pakukwira kana kukwira pamusoro pe3% zvinoratidza kunamira kuri pedyo nekukwira kwemitengo; inotsigira inonamira Fed chimiro.

30-Yegore Bond Auction - 17:00 UTC 🇺🇸

• Previous Goho: 4.889%
• Impact: Kushaikwa kusina simba kunogona kusundira goho kumusoro, kuchimanikidza zvinhu zvenguva refu; kudiwa kwakasimba kunogona kurerutsa goho curve tension.

Atlanta Fed GDPNow Q3 Kwidziridzo - 17:00 UTC 🇺🇸

• Zvinotarisirwa: 2.5% (prev 2.5%)
• Impact: Kuenderera mberi kuri pakati nepakati maonero ekukura anotsigira musika njodzi aversion calibration uye Fed mutemo wekufungidzira.

Chikwereti chevatengi (Chikumi) - 19:00 UTC 🇺🇸

• Forecast: $7.40 B (yakapfuura $5.10 B)
• Impact: Kusimudza kukuru kunoratidza kukwereta kwakasimba-inotsigira maonero ekushandisa; inogona kusimudzira equities uye USD manzwiro.

Fed's Balance Sheet Weekly Update - 20:30 UTC 🇺🇸

• Impact: Mafambiro anoratidza kushanduka kwemamiriro ekushaya mari. A shrinking balance sheet ihawkish, zvichida inotsigira goho guru; kugadzikana kunogona kurerutsa kudzvanywa pamisika yechikwereti.

Japan - Kushandisa Kwemhuri & Kunze Sector

Kushandisa Mumba (Chikumi) – 23:30 UTC 🇯🇵

• Amai: -3.0% (prev +4.6%)
• YOY: +2.8% (prev +4.7%)
• Impact: Yakapinza pamwedzi inodonha masiginecha inoda kushaya simba uye inotonhorera mutengi. Negative pressure on JPY, equities, uye zvinotarisirwa nepolicy.

Japan – Current Account (Chikumi) – 23:50 UTC 🇯🇵

• Akagadziridzwa Current Account: ~¥281.8 T (prev ~¥282 T)
• Zvisina kugadziriswa: ¥1.480 T (prev ¥3.436 T)
• Impact: Kupeta kwakapinza muchimiro chisina kugadziriswa kunogona kurema JPY, asi kugadzikana muakaundi yakagadziridzwa kunopa chiratidzo chakasanganiswa pane ekunze chiyero.

Market Impact Analysis

• Kupfava kwemusika wevashandi uye kubudirira kwekubudirira muUS simbisa nyaya yedovish Fed nzira-yakakosha nhoroondo dzePfuma uye USD mitengo.
• Kusvetuka kwechikwereti chevatengi uye yakatsiga GDPNow ratidza kuenderera mberi kwehupfumi - pakati pevhiki chiyero chekuona njodzi.
• Kuvaka uye kutengesa data yeAustralia kusimbisa AUD, nepo Chinese data inoratidza kupera kusimba rutsigiro mumatunhu equity.
• Kushandiswa kweJapan data will pressure JPY uye kuratidza njodzi yekudiwa kwemba.
• Energy balance sheet uye goho data kupa zvikwereti zvemabhondi uye equity misika.

Yese Impact Score: 8.5 / 10

Key Watchpoints:

• Data yebasa uye yezvibereko kujekesa nzira ye inflation rate.
• Kushandiswa kweTokyo kunoderera inoratidza kuneta kwevatengi vekuJapan-kunogona kukanganisa zvinotarisirwa neBoJ.
• Bank of Japan Outlook yakasimbiswa nedovish data inogona kuora mwoyo JPY zvimwe kana zvasimbiswa.
• Toni dzePolisi kubva kuBostic uye ECB toni muBulletin ichagadzirisa zvinotarisirwa pasi rose.