Zviitiko zvehupfumi zviri kuuya 8 Mbudzi 2024

Nguva(GMT+0/UTC+0)	mamiriro	kukosha	chiitiko	kushurudzira	pashure
09:30		2 pfungwa	ECB McCaul Inotaura	---	---
10:00		2 pfungwa	EU Leaders Summit	---	---
15:00		2 pfungwa	Michigan 1-Gore Inflation Zvinotarisirwa (Nov)	---	2.7%
15:00		2 pfungwa	Michigan 5-Gore Inflation Zvinotarisirwa (Nov)	---	3.0%
15:00		2 pfungwa	Michigan Consumer Tarisiro (Nov)	---	74.1
15:00		2 pfungwa	Michigan Consumer Sentiment (Nov)	71.0	70.5
16:00		2 pfungwa	Nhengo yeFOMC Bowman Inotaura	---	---
17:00		2 pfungwa	WASDE Report	---	---
18:00		2 pfungwa	US Baker Hughes Oil Rig Count	---	479
18:00		2 pfungwa	US Baker Hughes Total Rig Count	---	585
19:30		2 pfungwa	CFTC Crude Oil inofungidzira mambure zvinzvimbo	---	151.9K
19:30		2 pfungwa	CFTC Goridhe yekufungidzira mambure zvinzvimbo	---	278.7K
19:30		2 pfungwa	CFTC Nasdaq 100 yekufungidzira mambure zvinzvimbo	---	5.1K
19:30		2 pfungwa	CFTC S&P 500 yekufungidzira mambure zvinzvimbo	---	62.7K
19:30		2 pfungwa	CFTC AUD yekufungidzira mambure zvinzvimbo	---	27.5K
19:30		2 pfungwa	CFTC S&P 500 yekufungidzira mambure zvinzvimbo	---	-24.8K
19:30		2 pfungwa	CFTC EUR yekufungidzira mambure zvinzvimbo	---	-50.3K

Pfupiso yeZviitiko Zvehupfumi Zvinouya muna Mbudzi 8, 2024

1. ECB McCaul Inotaura (09:30 UTC):
   Mashoko kubva kuECB Supervisory Board Member Edouard Fernandez-Bollo McCaul anogona kupa ruzivo pamusoro pekugadzikana kwemari yeEurozone uye mamiriro ehupfumi, zvingangokanganisa EUR.
2. EU Leaders Summit (10:00 UTC):
   Musangano wevatungamiri veEU wekuzeya nyaya dzezvematongerwo enyika nehupfumi. Misoro yakakosha kana zviziviso zvinogona kukanganisa EUR, kunyanya kana nhaurirano dzichisanganisira mutemo wemari kana nzira dzekusimudzira hupfumi.
3. Zvinotarisirwa kuUS Michigan Inflation (Nov) (15:00 UTC):

• 1-Gore Rekutarisira Inflation: Zvakapfuura: 2.7%.
• 5-Gore Rekutarisira Inflation: Zvakapfuura: 3.0%.
  Aya ma metrics anoratidza manzwiro evatengi pamusoro pekukwira kwemitengo, izvo zvinogona kukanganisa USD nekuratidza zvinotarisirwa mutengo kumanikidzwa.

1. US Michigan Consumer Expectations & Sentiment (Nov) (15:00 UTC):

• Zvinotarisirwa nevatengi: Zvakapfuura: 74.1.
• Consumer Sentiment: Forecast: 71.0, Zvakapfuura: 70.5.
  Kuverenga kwepamusoro kwaizoratidza kuvimba kwevatengi kwakavandudzwa, kutsigira USD, nepo huwandu husina kusimba hunoratidza kungwarira kwevatengi.

1. Nhengo yeFOMC Bowman Anotaura (16:00 UTC):
   Mashoko kubva kuFederal Reserve Gavhuna Michelle Bowman anogona kupa mamwe manzwisisiro mumaonero eFed pamusoro pekukwira kwemitengo, kukura kwehupfumi, uye kugadziridzwa kungangoita mubereko.
2. WASDE Report (17:00 UTC):
   Iyo USDA's World Agricultural Supply and Demand Estimates report inopa zvigadziriso pamisika yezvekurima yepasi rose, ichipesvedzera mitengo yezvinhu, kunyanya muzviyo.
3. US Baker Hughes Mafuta & Total Rig Counts (18:00 UTC):

• Oil Rig Count: Zvakapfuura: 479.
• Total Rig Count: Zvakapfuura: 585.
  Nhamba idzi dzinoteedzera basa rekuongorora mafuta negasi. Kukwira kwemitengo yemafuta kunogona kuratidza kuwedzera kugadzirwa, zvichikanganisa mitengo yemafuta.

1. CFTC Speculative Net Positions (19:30 UTC):

• Crude Oil Net Positions: Zvakapfuura: 151.9K.
• Gold Net Positions: Zvakapfuura: 278.7K.
• Nasdaq 100 & S&P 500 Net Positions: Inoratidza manzwiro mumisika ye equity.
• AUD, EUR, JPY Net Positions: Inoratidza mafungiro ekufungidzira kune dzakasiyana mari.
  Shanduko dzechinzvimbo dzinopa ruzivo mumanzwiro emusika uye tarisiro yezvigadzirwa, equity, uye mari.

Market Impact Analysis

• ECB Kutaura & EU Vatungamiriri Summit:
  Chero chirevo che hawkish kubva kuvakuru veECB kana zviziviso zvegwaro rezvemari kubva kuEU Summit zvingatsigira EUR. Matauriro edovish kana akangwarira anogona kupfavisa mari.
• US Michigan Inflation Zvinotarisirwa & Consumer Sentiment:
  Kukwira kwemitengo kwakakwira kana kusimba kwevatengi kungaratidza kusimba kwehupfumi, kutsigira USD nekusimbisa tarisiro yekuenderera mberi kwekushandisa kwevatengi. Tarisiro yakaderera ingaratidza kudiwa kwakapfava, kurema paUSD.
• FOMC Bowman Kutaura:
  Matauriro eHawkish kubva kuna Gavhuna Bowman aizotsigira USD nekutaura kune yakaomesesa Fed mutemo, ukuwo dovish tsinhiro yaizopa hungwaru hweFed maonero, anogona kukanganisa mari.
• WASDE Report:
  Kuchinja kweiyo USDA's supply-demand estimates inogona kukanganisa mitengo yekurima yepasi rose. Maonero akasimba ekupa aizotsigira mitengo mumisika yezviyo neyezvipfuyo.
• US Baker Hughes Rig Inoverenga:
  Huremu hwepamusoro hunoratidza kukwira kwekugadzirwa, uko kunogona kurema pamitengo yemafuta nekuwedzera kuwanikwa. Kudzikira kwaizoratidza kusimba kwekupa, kutsigira mitengo yemafuta.
• CFTC Speculative Net Positions:
  Kuisa dhata kunopa manzwisisiro mumanzwiro emusika wezvinhu zvikuru, mari, uye equities, zvichipesvedzera mitengo zvichienderana nezvinodiwa zvinotarisirwa.

Overall Impact

Volatility:
Zvine mwero, zvine kutarisisa zvakanyanya pamanzwiro evatengi veUS uye tarisiro yekukwira kwemitengo, ECB tsinhiro, uye mishumo ine chekuita nezvigadzirwa seWASDE uye Baker Hughes rig kuverenga.

Impact Score: 6/10, nekutarisisa kwemusika pazviratidziro zvehupfumi kubva kuUS neEurozone, pamwe nemitengo yezvinhu kubva kune yepasi rose-inoda fungidziro uye yekufungidzira chinzvimbo.