Jeremy Oles
Gawani izi!
| Nthawi(GMT+0/UTC+0) | State | Importance | Event | | Previous |
| 01:30 |  | 2 points | Akaunti Yapano (Q2) | -15.9B | -14.7B |
| 03:35 |  | 2 points | 10-Year JGB Auction | ---- | 1.462% |
| 09:00 |  | 2 points | Core CPI (YoY) (Aug) | 2.2% | 2.3% |
| 09:00 | | 2 points | CPI (MoM) (Aug) | ---- | 0.0% |
| 09:00 | | 3 points | CPI (YoY) (Aug) | 2.0% | 2.0% |
| 11:30 | | 2 points | Elderson wa ECB Akulankhula | ---- | ---- |
| 13:45 |  | 3 points | S&P Global Manufacturing PMI (Aug) | 53.3 | 49.8 |
| 14:00 | | 2 points | Ndalama Zomangamanga (MoM) (Jul) | -0.1% | -0.4% |
| 14:00 | | 2 points | ISM Manufacturing Employment (Aug) | ---- | 43.4 |
| 14:00 | | 3 points | ISM Manufacturing PMI (Aug) | 48.9 | 48.0 |
| 14:00 | | 3 points | Mitengo Yopanga ISM (Aug) | 65.1 | 64.8 |
| 17:00 | | 2 points | Atlanta Fed GDPNow (Q3) | 3.5% | 3.5% |
Chidule cha Zochitika Zachuma Zomwe Zikubwera pa September 2, 2025
Asia - Australia ndi Japan
Australia - Akaunti Yapano (Q2) - 01:30 UTC
- Zoneneratu: -15.9B (Prev.: -14.7B)
- Zotsatira: Kuchepeka kwakukulu kumawonetsa kufooka kwa malonda, komwe kungathe kulemera pa AUD, makamaka ngati mitengo yazinthu ikadali yopanikizika.
Japan - 10-Year JGB Auction - 03:35 UTC
- Zam'mbuyo. Zotuluka: 1.462%
- Zotsatira: Kufuna kwa malonda kudzasintha zokolola za JGB. Kufuna kwakukulu kumapangitsa kuti zokolola zikhale zochepa komanso zimathandizira JPY; kufunikira kofooka kungapangitse zokolola zambiri, kufooketsa JPY.
Europe - Inflation & ECB Ndemanga
Eurozone CPI (Aug) - 09:00 UTC
- Core CPI YOY: 2.2% (Prev.: 2.3%)
- Mutu wa CPI YoY: 2.0% (Prev.: 2.0%)
- CPI MoM: Zoyembekezeka (Prev.: 0.0%)
- Zotsatira: Kutsika kwamitengo yokhazikika / kutsika pang'ono kukuwonetsa kuti mfundo za ECB zitha kukhala zosamala. Kutsika modabwitsa kungafooketse EUR; kukwera kwamphamvu kwamphamvu kuposa momwe amayembekezereka kungapangitse chiyembekezo cha hawkish.
Elderson wa ECB Akulankhula - 11:30 UTC
- Zotsatira: Adzayang'ana kwambiri kaimidwe kake pankhani ya kulimbikira kwa inflation ndi kuchepetsa ndalama. Toni ya hawkish imathandizira EUR, kamvekedwe kake kamakakamiza.
United States - Kupanga & Kukula kwa Outlook
S&P Global Manufacturing PMI (Aug) - 13:45 UTC
- Zoneneratu: 53.3 (Prev.: 49.8)
- Zotsatira: Kubwereranso kwakuthwa pakukulitsa kukuwonetsa kuyambiranso kwa mafakitale, zabwino za USD ndi ndalama.
Ndalama Zomangamanga (MoM, Jul) - 14:00 UTC
- Zoneneratu: -0.1% (Prev.: -0.4%)
- Zotsatira: Kupitilizidwa kwa ntchito yomanga sikungayende bwino pakukula kwa US, makamaka magawo okhudzana ndi nyumba.
ISM Manufacturing PMI & Mitengo (Aug) - 14:00 UTC
- Zoneneratu za PMI: 48.9 (Prev.: 48.0)
- Zolosera Zamitengo: 65.1 (Prev.: 64.8)
- Zotsatira: Kuchira pang'ono kwa PMI kumawonetsabe kutsika, pomwe mitengo yokwera ikuwonetsa kutsika kwamitengo. Kusakaniza uku kukhoza kusokoneza ndondomeko ya Fed-kukula kofooka, koma ndalama zimakhalabe zokwera.
Atlanta Fed GDPNow (Q3) - 17:00 UTC
- Zoneneratu: 3.5% (yofanana)
- Zotsatira: Kutsata kwamphamvu kumatsimikizira kulimba mtima pakukula kwa US, kuthandizira USD ndi zokolola.
Market Impact Analysis
- Asia: AUD mwina idakakamizidwa ndi kukulitsa kuchepa kwa akaunti, pomwe kugulitsa kwa JGB kumatha kusintha malingaliro a yen kutengera kufunikira.
- Europe: Eurozone CPI ndiye dalaivala wamkulu-kutsika kwamitengo kumapangitsa EUR kukhala pampanipani pokhapokha ndemanga ya ECB ikusintha kukhala hawkish.
- US: Kuwerenga kwa PMI ndikofunikira kwambiri. Kubwereranso kwamphamvu (S&P 53.3, ISM pafupi ndi 49) pamodzi ndi zovuta zamtengo wapatali zimatha limbitsani USD ndikukweza zokolola, pamene deta yofooka ingatsitsimutse mantha a kugwa kwachuma ndi kukonda ndalama.
Zotsatira Zonse: 8/10
- Chifukwa chiyani: Zopanga za US zopanga komanso kutsika kwa mitengo ya Eurozone zimalamulira, ndikuthekera kusuntha USD, EUR, ndi misika yamalonda kwambiri. Zambiri za PMI + zolimba za inflation zitha kuwongolera malingaliro "zapamwamba kwanthawi yayitali" mfundo za Fed ndi ECB.
