UJeremy Oles

Ipapashwe ngomhla: 01/09/2025
Yabelana ngayo!
By Ipapashwe ngomhla: 01/09/2025
Ixesha(GMT+0/UTC+0)imekoukubalulekaEventForecastegqithileyo
01:30🇦🇺2 pointsIakhawunti yangoku (Q2)-15.9B-14.7B
03:35🇯🇵2 pointsIFandesi yeJGB yeminyaka eli-10----1.462%
09:00🇪🇺2 pointsI-CPI engundoqo (YoY) (Aug)2.2%2.3%
09:00🇪🇺2 pointsCPI (MoM) (Aug)----0.0%
09:00🇪🇺3 pointsCPI (YoY) (Aug)2.0%2.0%
11:30🇪🇺2 pointsU-Elderson we-ECB Uyathetha --------
13:45??????3 pointsI-S&P Global Manufacturing PMI (Aug)53.349.8
14:00??????2 pointsInkcitho kulwakhiwo (MoM) (Julayi)-0.1%-0.4%
14:00??????2 pointsI-ISM Manufacturing Employment (Aug)----43.4
14:00??????3 pointsI-ISM Manufacturing PMI (Aug)48.948.0
14:00??????3 pointsAmaxabiso okwenziwa kwe-ISM (Aug)65.164.8
17:00??????2 pointsI-Atlanta Fed GDPNow (Q3)3.5%3.5%

Isishwankathelo sezehlo zoQoqosho ezizayo kwi Septemba 2, 2025

IAsia-Australia kunye neJapan

I-Australia - iAkhawunti yangoku (Q2) - 01:30 UTC

  • Uqikelelo: -15.9B (Engaphambili: -14.7B)
  • Impact: Intsilelo ebanzi ibonakalisa ubuthathaka borhwebo, obunokuba nobunzima kwi-AUD, ngakumbi ukuba amaxabiso eemveliso ahlala ephantsi koxinzelelo.

Japan – IFandesi yeJGB yeminyaka eli-10 – 03:35 UTC

  • Ngaphambili. Yima kancinci: 1.462%
  • Impact: Imfuno yefandesi iya kubumba izivuno zeJGB. Imfuno enamandla igcina isivuno siphantsi kwaye sixhasa i-JPY; imfuno ebuthathaka inokutyhala izivuno eziphezulu, zenza buthathaka iJPY.

IYurophu - Ukunyuka kwamaxabiso kunye ne-ECB Commentary

Eurozone CPI (Aug) - 09:00 UTC

  • Undoqo we-CPI YOY: 2.2% (Phambili: 2.3%)
  • Isihloko se-CPI YOY: 2.0% (Phambili: 2.0%)
  • CPI MoM: Iflethi ilindelwe (Phambili.: 0.0%)
  • Impact: Ukunyuka kwamaxabiso okuzinza / okuthambileyo kancinci kubonisa ukuba umgaqo-nkqubo we-ECB unokuhlala ulumkile. Ukwehla okumangalisayo kungenza buthathaka i-EUR; Ukunyuka kwamaxabiso okunamandla kunoko bekulindelwe kunokuphembelela ulindelo lweehawkish.

U-Elderson we-ECB Uyathetha – 11:30 UTC

  • Impact: Ugxininiso luya kuba kubume bakhe malunga nokuzingisa kokunyuka kwamaxabiso kunye nokuthomalalisa imali. Ithoni ye-Hawkish ixhasa i-EUR, ithoni ye-dovish iyayicinezela.

I-United States-uMveliso kunye neNgcaciso yokuKhula

I-S&P Global Manufacturing PMI (Aug) – 13:45 UTC

  • Uqikelelo: 53.3 (Engaphambili: 49.8)
  • Impact: Ukuchacha kabukhali kwimiqondiso yokwandiswa kwemveliso, ilungile kwi-USD kunye nezabelomali.

Inkcitho yokwakha (MoM, Jul) - 14:00 UTC

  • Uqikelelo: -0.1% (Phambili: -0.4%)
  • Impact: Ukucutha okuqhubekayo kulwakhiwo kuya kuba kubi kwinkangeleko yokukhula yase-US, ngakumbi amacandelo anxulumene nezindlu.

I-ISM Manufacturing PMI & Prices (Aug) - 14:00 UTC

  • Uqikelelo lwe-PMI: 48.9 (Engaphambili: 48.0)
  • Uqikelelo lwamaxabiso: 65.1 (Engaphambili: 64.8)
  • Impact: Ukubuyiselwa okuthobekileyo kwe-PMI kusabonisa ukuncitshiswa, ngelixa amaxabiso aphezulu abonisa uxinzelelo lokunyuka kwamaxabiso. Lo mxube unokuba nzima umgaqo-nkqubo we-Fed-ukukhula obuthathaka, kodwa iindleko zihlala ziphezulu.

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

  • Uqikelelo: 3.5% (efanayo)
  • Impact: Uqikelelo oluqinileyo lokulandela umkhondo lugxininisa ukomelela ekukhuleni kwe-US, ukuxhasa i-USD kunye nezivuno.

Uhlalutyo lweMpembelelo yeMarike

  • Asia: I-AUD isenokucinezelwa kukwandiswa kwentsilelo ye-akhawunti yangoku, ngelixa ifandesi ye-JGB inokutshintsha imvakalelo ye-yen ngokuxhomekeke kwimfuno.
  • Yurophu: I-Eurozone CPI ngoyena mqhubi-ixabiso lentengo eliphantsi ligcina i-EUR phantsi koxinzelelo ngaphandle kokuba i-ECB commentary ijika i-hawkish.
  • US: Ufundo lwe-PMI lubalulekile. I-rebound eyomeleleyo (S&P 53.3, ISM kufutshane ne-49) ecaleni koxinzelelo lwamaxabiso aphezulu yomeleza i-USD kwaye uphakamise izivuno, ngelixa idatha ebuthathaka ingavuselela uloyiko lokudodobala koqoqosho kunye nezabelo zamashishini ezingenanzala emisiweyo.

Inqaku leMpembelelo xa lilonke: 8/10

  • Ngoba: Idatha yokuvelisa yase-US kunye nokunyuka kwamaxabiso e-Eurozone kulawula, ngokukwazi uku hambisa USD, EUR, kunye neemarike equity ngokubalulekileyo. I-PMI eyomeleleyo + idatha eqinileyo yokunyuka kwamaxabiso inokuthambekela uluvo Iipolisi ze-Fed kunye ne-ECB "ziphezulu-ixesha elide"..