Thomas Daniels
Goverana!
| Nguva(GMT+0/UTC+0) | mamiriro | kukosha | Event | | pashure |
| 04:30 |  | 2 points | Kugadzirwa kwemaindasitiri (MoM) (Chikunguru) | -1.6% | -1.6% |
| 11:30 |  | 2 points | Zvikwereti Zvitsva (Aug) | 750.0B | -50.0B |
| 14:00 |  | 2 points | Michigan 1-Yegore Inflation Zvinotarisirwa (Sep) | ---- | 4.8% |
| 14:00 | | 2 points | Michigan 5-Yegore Inflation Zvinotarisirwa (Sep) | ---- | 3.5% |
| 14:00 | | 2 points | Michigan Consumer Tarisiro (Sep) | ---- | 55.9 |
| 14:00 | | 2 points | Michigan Consumer Sentiment (Sep) | 58.0 | 58.2 |
| 16:00 | | 2 points | WASDE Report | ---- | ---- |
| 17:00 | | 2 points | US Baker Hughes Oil Rig Count | ---- | 414 |
| 17:00 | | 2 points | US Baker Hughes Total Rig Count | ---- | 537 |
| 19:30 | | 2 points | CFTC Crude Oil inofungidzira mambure zvinzvimbo | ---- | 102.4K |
| 19:30 | | 2 points | CFTC Goridhe yekufungidzira mambure zvinzvimbo | ---- | 249.5K |
| 19:30 | | 2 points | CFTC Nasdaq 100 yekufungidzira mambure zvinzvimbo | ---- | 15.4K |
| 19:30 | | 2 points | CFTC S&P 500 yekufungidzira mambure zvinzvimbo | ---- | -161.1K |
| 19:30 |  | 2 points | CFTC AUD yekufungidzira mambure zvinzvimbo | ---- | -82.7K |
| 19:30 | | 2 points | CFTC JPY yekufungidzira mambure zvinzvimbo | ---- | 73.3K |
| 19:30 |  | 2 points | CFTC EUR yekufungidzira mambure zvinzvimbo | ---- | 119.6K |
Pfupiso yeKuuya Economic Zviitiko pa September 12, 2025
Asia - Japan & China
Japan Industrial Production (MoM, Jul) – 04:30 UTC
- Forecast: -1.6% (prev -1.6%)
- Impact: Hapana shanduko inotarisirwa. Kubuda kusina kusimba kunoratidza kuenderera mberi kuderera mukugadzira uye kudiwa kwepasi rose, kurema paJPY. Kuverenga kwakadzikama asi kwakashata kunoratidza kuderera kwezviyero zveJapan nevatengesi vekunze.
China Zvikwereti Zvitsva (Aug) - 11:30 UTC
- Forecast: 750B (prev -50B)
- Impact: Kudzokororwa kwakasimba kubva kune zvakaipa kukwereta zviratidzo zvakavandudza kukura kwechikwereti.
- Kukwereta kwepamusoro → kunowedzera tarisiro yekukura, inotsigira CNY neAsia equities.
- Kudhinda kusina kusimba → kunosimbisa kuderera kwekutya, bhiza yezvigadzirwa uye midziyo yengozi.
United States - Consumer Sentiment, Agriculture & Energy
Yunivhesiti yeMichigan Survey (Sep) - 14:00 UTC
- 1-Gore Rinotarisirwa Kuwedzera Kwemari: yapfuura 4.8%
- 5-Gore Rinotarisirwa Kuwedzera Kwemari: yapfuura 3.5%
- Zvinotarisirwa nevatengi: fungidziro 55.9 (prev 55.9)
- Consumer Sentiment: fungidziro 58.0 (prev 58.2)
- Impact:
- Kukwira kwezvinotarisirwa kukwira kwemitengo → kunosimbisa USD, kunosimudza goho, kumanikidzira kuenzana.
- Kuvandudza manzwiro → bullish kune equities. Maonero asina simba angaratidza kusasimba kwechido.
WASDE Report - 16:00 UTC
- Impact: USDA's crop supply/demand update inogona kufambisa zvekurima (chibage, gorosi, soya beans). Kuwedzerwa kwepamusoro → kubhedha pamitengo; yakaderera kugovera → bullish, inogona kusimudza tarisiro yekukwira kwemitengo.
Baker Hughes Rig Count - 17:00 UTC
- Zvigadzirwa zvemafuta: yapfuura 414
- Total Rigs: yapfuura 537
- Impact: Rig inokwira inoverengera → yakakwira US inobuda, inorema pane isina kuchena. Kudonha matanda → bullish pamitengo yemafuta.
CFTC Positioning Data - 19:30 UTC
- Crude Oil Net Speculative Positions: yapfuura 102.4K
- Gold Net Speculative Positions: yapfuura 249.5K
- Equity Index Positions (Nasdaq, S&P 500): kuratidza fungidziro yekufungidzira kune US equities.
- FX Yekufungidzira Nzvimbo (AUD, JPY, EUR): ratidza hedge fund positioning, yakakosha kuFX market trend analysis.
Market Impact Analysis
- Asia: Tarisa paChinese yekukweretesa rebound. Kana Zvikwereti Zvitsva zvikadarika zvakafanotaurwa, chishuwo chenjodzi chinovandudza muzvigadzirwa uye mari yeAsia-Pacific. Kudhinda zvisina kusimba kunogona kumutsa njodzi yepasi rose.
- US: Michigan inflation inotarisirwa uye manzwiro evatengi anoumba Fed maonero. WASDE inowedzera kune njodzi dzinofambiswa nekutengesa inflation. Rig count uye CFTC inoyerera inokanganisa simba nesimbi.
- Positioning Data: Yakakwirira goridhe kureba + isina kusimba equities chinzvimbo inoratidza yekudzivirira njodzi manzwiro anoramba ari mumisika.
Yese Impact Score: 7/10
- Sei: Kwete "tier-1" inoburitswa seCPI kana Fed sarudzo, asi Kukwereta kweChina kudzokororwa, US tarisiro yekukwira kwemitengo, uye magetsi/commodity updates kupa akawanda madhiraivha enjodzi manzwiro, misika yezvinhu, uye FX.
