Jeremy Oles
Goverana!
| Nguva(GMT+0/UTC+0) | mamiriro | kukosha | Event | Forecast | pashure |
| 01:30 |  | 2 points | CPI (MoM) (Chivabvu) | ---- | 0.1% |
| 01:30 | | 2 points | CPI (YoY) (Chivabvu) | -0.2% | -0.1% |
| 01:30 | | 2 points | PPI (YoY) (Chivabvu) | -3.1% | -2.7% |
| 03:00 | | 2 points | Zvinotengeswa kunze kwenyika (YoY) (Chivabvu) | 5.0% | 8.1% |
| 03:00 | | 2 points | Zvinotengwa kunze kwenyika (YoY) (Chivabvu) | -0.9% | -0.2% |
| 03:00 | | 2 points | Trade Balance (USD) (Chivabvu) | 101.10B | 96.18B |
| 09:00 |  | 2 points | ECB's Elderson Anotaura | ---- | ---- |
| 15:00 |  | 2 points | NY Fed 1-Gore Consumer Inflation (Chivabvu) | ---- | 3.6% |
| 17:00 | | 2 points | Atlanta Fed GDPNow (Q2) | 3.8% | 3.8% |
Pfupiso yeZviitiko zveEconomic Zvinouya musi waChikumi 9, 2025
China
1. CPI (YoY & MoM) (Chivabvu) – 01:30 UTC
- Forecast (YoY): -0.2% | Previous: -0.1%
- Previous Amai: + 0.1%
- Market Impact:
- Kuenderera mberi deflation kunomutsa kushushikana pamusoro kushaya simba kwemumba kudiwa, zvichida zvichiita kuti mutemo ureruke nePBoC.
- Negative inflation zvinoshamisa zvinogona kumanikidza CNY uye manzwiro engozi yedunhu.
2. PPI (YoY) (Chivabvu) – 01:30 UTC
- Forecast: -3.1% | Previous: -2.7%
- Market Impact:
- Kudzika mugadziri deflation inoratidza mutengo-rutivi utera muindasitiri, kusimbisa deflation njodzi.
3. Exports & Imports (YoY) (May) - 03:00 UTC
- Forecast Exports: +5.0% | Previous: + 8.1%
- Forecast Imports: -0.9% | Previous: -0.2%
- Market Impact:
- Kudzikira kukura kwekutengesa kunze uye kudonha kwezvinotengeswa kunze chiratidzo kutonhora kwepasirese uye kudiwa kwemumba.
- Kushamisika kwakashata kunogona kumanikidza mitengo yezvinhu uye AUD/NZD.
4. Trade Balance (USD) (Chivabvu) – 03:00 UTC
- Forecast: $101.10B | Previous: $ 96.18B
- Market Impact:
- Kuwedzera kwekutengesa kwepamusoro kunogona kuratidza kushaya simba mudzimba pane kusimba kwekutengeserana.
Eurozone
5. Elderson weECB Anotaura – 09:00 UTC
- Market Impact:
- Maonero anozoongororwa post-rate cut policy guide uye nyaya dzekukwira kwemitengo.
- Hawkish toni inogona kutsigira EUR; dovish toni inogona kuimanikidza.
nyika dzakabatana
6. NY Fed 1-Year Consumer Inflation Tarisiro (Chivabvu) - 15:00 UTC
- Previous: 3.6%
- Market Impact:
- Kuderera kwaizotsigira Fed dovish stance; kusimuka kunogona mafuta ari kunetseka pamusoro pekuramba kuri kuita inflation.
7. Atlanta Fed GDPNow (Q2) - 17:00 UTC
- Forecast & Zvakapfuura: 3.8%
- Market Impact:
- Yakagadzikana yakasimba kukura fungidziro inogona kuderedza kudzvinyirira kwekukurumidza Fed kucheka, zvichida inotsigira USD uye Treasury goho.
Market Impact Analysis
- Focus is squarely on China inflation uye data data. Umbowo hwe deflation uye kupfavisa kutengeserana inogona kuwedzera mafoni policy stimulus.
- US mutengi tarisiro inflation uye GDPNow ichatungamira maonero pa Fed kutungamira uye kukura kusimba.
- EUR kushanduka inogona kusimuka zvichienderana nekutaura kwaElderson, kunyanya mushure mesarudzo yeECB ichangoburwa.
Yese Impact Score: 7/10
Kiyi Yekutarisa:
Ichi chikamu chinokupa nzwisiso mune rondedzero yepasi rose deflation kuburikidza neChina's CPI/PPI, naizvozvowo kutanga kweUS inflation tarisiro. Zvakasanganiswa, zviitiko izvi zvinogadzira manzwiro akapoteredza kudiwa kwepasi rose, zviito zvebhangi repakati, uye mafambiro emari. Pakati nepakati volatility inotarisirwa mukati CNY, AUD, USD, uye EUR.
