UJeremy Oles

Ipapashwe ngomhla: 09/09/2025
Yabelana ngayo!
By Ipapashwe ngomhla: 09/09/2025
Ixesha(GMT+0/UTC+0)imekoukubalulekaEventForecastegqithileyo
01:30🇨🇳2 pointsCPI (MoM) (Aug)0.1%0.4%
01:30🇨🇳2 pointsCPI (YoY) (Aug)-0.2%0.0%
01:30🇨🇳2 pointsPPI (YoY) (Aug)-2.9%-3.6%
12:30??????2 pointsUndoqo wePPI (MoM) (Aug)0.3%0.9%
12:30??????3 pointsPPI (MoM) (Aug)0.3%0.9%
14:30??????3 pointsIiNdawo eziNgciniweyo zamafutha----2.415M
14:30??????2 pointsCushing Oyile eKrwada yempahla----1.590M
17:00??????3 pointsIFandesi yeNqaku leMinyaka emi-10----4.255%
17:00??????2 pointsI-Atlanta Fed GDPNow (Q3)3.0%3.0%
23:50🇯🇵2 pointsI-BSI iimeko ezinkulu zokuVelisa (Q3)-3.3-4.8

Isishwankathelo sezehlo zoQoqosho ezizayo kwi Septemba 10, 2025

IAsia-China kunye neJapan

China – CPI & PPI (Aug) – 01:30 UTC

  • CPI (MoM): 0.1% (ngaphambili 0.4%)
  • I-CPI (YoY): -0.2% (ngaphambili 0.0%)
  • I-PPI (YoY): -2.9% (ngaphambili -3.6%)
  • Impact: I-CPI eqhubekayo ebuthathaka igxininisa uxinzelelo lwe-deflationary e-China, i-bearish ye-CNY kunye nempahla. I-PPI encinci engalunganga icebisa ukuba amaxabiso esango lomzi-mveliso angazinzisa. Izabelo zamashishini ezingenanzala emisiweyo kwihlabathi jikelele zinokubona umngcipheko ukuba uloyiko lokwehla kwamandla emali luba nzulu.

IJapan-BSI IiMeko ezinkulu zokuVelisa (Q3) - 23:50 UTC

  • Uqikelelo: -3.3 (ngaphambili -4.8)
  • Impact: Uphuculo olusuka kwi-Q2 kodwa luselubi, luphawu lokunqanda. Ukusabela kwemarike kusenokwenzeka ukuba kuthozamile, kodwa ubuthathaka obuzingileyo bomeleza inkxalabo malunga nenkangeleko yeshishini laseJapan kunye nokuhamba ngokukhuselekileyo kweJPY.

EUnited States – ngokwenyuka kwamaxabiso, amandla kunye neeBonds

Core PPI & PPI (Aug) - 12:30 UTC

  • Uqikelelo: +0.3% (ngaphambili +0.9%)
  • Impact: Ukukhula okucothayo kwePPI kuya kunciphisa iinkxalabo zokunyuka kwamaxabiso, ukuxhasa iibhondi kunye ne-equities kodwa okunokubakho kwi-USD. Ukumangala okumangalisayo kuya komeleza i-USD kunye nezivuno ze-Treasury, ukwandisa i-Fed hawkishness.

Uluhlu lwe-Oyile eKrwada – 14:30 UTC

  • Previous: + 2.415M
  • Impact: Ulwakhiwo ludla ngokubeka ubunzima kumaxabiso e-oyile, ngelixa imizobo iyawaxhasa. Izabelo zecandelo lezamandla kunye neCAD zinovakalelo.

Uluhlu lwe-Cushing Oyile eKrwada – 14:30 UTC

  • Previous: + 1.590M
  • Impact: Idatha yokugcina imimandla ichaphazela ukusasazeka kwexabiso le-WTI kunye nokuguquguquka kwexesha elifutshane.

IFandesi yeMinyaka emi-10 – 17:00 UTC

  • Isivuno sangaphambili: 4.255%
  • Impact: Imfuno enamandla → izivuno ezisezantsi, inkxaso ye-USD, isiqabu kwi-equities. Imfuno ebuthathaka → izivuno eziphezulu, umngcipheko, uxinzelelo olunokubakho lwelingano.

I-Atlanta Fed GDPNow (Q3) - 17:00 UTC

  • Uqikelelo: 3.0% (efanayo)
  • Impact: Iqinisekisa ukukhula okuzinzileyo kwe-US. Uzinzo luxhasa ukulingana kodwa kunciphisa ukungxamiseka kokucuthwa kweFed.

Uhlalutyo lweMpembelelo yeMarike

  • Asia: I-China CPI / PPI iya kuqhuba imvakalelo kwi-deflation vs ukuzinza. Ii-asethi ezinomngcipheko (i-AUD, izabelo zamashishini ezingenanzala emisiweyo, imveliso) zinokusabela ngamandla.
  • US: Ukunyuka kwamaxabiso ngePPI yeyona nto iphambili. Ukufundwa okusezantsi kwiimarike zizolile, ngelixa ufundo oluphezulu lulawula uloyiko lwe-Fed oluqinisayo. Uluhlu lweoyile longeza ukuguquguquka kwempahla. Ifandesi yeminyaka eli-10 inokuhambisa kakhulu izivuno kunye nezabelo zamashishini ezingenanzala emisiweyo.
  • Japhan: Idatha ikwinqanaba lesibini, impembelelo yen ethobekileyo ngaphandle kokuba iziphumo ziyamangalisa.

Inqaku leMpembelelo xa lilonke: 8/10

  • Ngoba: Idatha ye-deflation yase-China + i-inflation yase-US kunye neziganeko ze-bond market zenza iseshoni enempembelelo enkulu kwiimarike zehlabathi.