Zochitika zachuma zomwe zikubwera 28 Ogasiti 2025

Nthawi(GMT+0/UTC+0)	State	Importance	Event	Forecast	Previous
01:30		2 points	Private New Capital Expenditure (QoQ) (Q2)	0.8%	-0.1%
01:30		2 points	BoJ Board Member Nakagawa Alankhula	----	----
11:30		2 points	ECB Imasindikiza Akaunti Yamsonkhano Wandalama Zachuma	----	----
12:30		2 points	Kupitiliza Zodandaula Zopanda Ntchito	----	1,972K
12:30		2 points	Mitengo ya PCE (Q2)	2.50%	3.50%
12:30		3 points	GDP (QQ) (Q2)	3.0%	-0.5%
12:30		2 points	GDP Index Index (QoQ) (Q2)	2.0%	3.8%
12:30		3 points	Mayankho Oyamba Opanda Ntchito	231K	235K
14:00		2 points	Malonda Akunyumba (MoM) (Jul)	-0.3%	-0.8%
17:00		2 points	Zaka 7 Zogulitsa Zolemba	----	4.092%
20:00		2 points	Fed Waller Akulankhula	----	----
20:30		2 points	Malipiro a Fed	----	6,620B
23:30		2 points	Tokyo Core CPI (YoY) (Aug)	2.6%	2.9%
23:50		2 points	Industrial Production (MoM) (Jul)	-1.2%	2.1%

Chidule cha Zochitika Zachuma Zomwe Zikubwera pa August 28, 2025

Asia-Pacific - Australia ndi Japan

Private New Capital Expenditure (QoQ, Q2) - 01:30 UTC

• Zoneneratu: + 0.8% (Prev.: -0.1%)
• Zotsatira: Kubwereranso kumawonetsa ndalama zolimba zamabizinesi, kuyendetsa bwino kwa GDP ndi AUD. Zotsatira zofooka zitha kulimbikitsa nkhawa zakuchedwetsa chidaliro chamakampani.

Membala wa Bungwe la BoJ Nakagawa Akulankhula - 01:30 UTC

• Zotsatira: Malingaliro aliwonse pamalingaliro a BoJ okhudzana ndi kukwera kwa mitengo ndi kuwongolera zokolola zitha kukhudza JPY.

Tokyo Core CPI (YoY, Aug) - 23:30 UTC

• Zoneneratu: 2.6% (Prev.: 2.9%)
• Zotsatira: Tokyo CPI ndiye chizindikiro chotsogola cha inflation. Kutsika kumathandizira mawonekedwe a BoJ, olemera pa JPY; kubweza modzidzimutsa kumatha kulimbikitsa yen.

Kupanga Kwa mafakitale (MoM, Jul) - 23:50 UTC

• Zoneneratu: -1.2% (Prev.: +2.1%)
• Zotsatira: Kutsika kwakukulu kungasonyeze kufooketsa mphamvu zopanga zinthu ku Japan, kutsitsa kwa JPY ndi magawo achigawo.

Europe - ECB

ECB Imasindikiza Akaunti ya Msonkhano wa Ndondomeko ya Zachuma - 11:30 UTC

• Zotsatira: Amapereka chidziwitso pazokambirana zapakati pa ndondomeko. Kamvekedwe kalikonse ka hawkish (zowopsa za inflation) zitha kukweza EUR; zizindikiro dovish akhoza kukakamiza ndalama.

United States - Key Data & Fed Signals

Kupitiliza Zonena Zopanda Ntchito - 12:30 UTC

• Patsogolo: 1,972K
• Zotsatira: Zonena zapamwamba zikuwonetsa kuzirala kwa msika wantchito; zonena zochepa zimasonyeza kupirira.

Mitengo ya Core PCE (Q2) - 12:30 UTC

• Zoneneratu: + 2.5% (Prev.: + 3.5%)
• Zotsatira: Kutsika kwa inflation kwa PCE kumathandizira kuti Fed ichepetse. Zotsatira zapamwamba kuposa zomwe zimayembekezeredwa zitha kukulitsa ma bond ndi ma equities.

GDP (QoQ, Q2) - 12:30 UTC

• Zoneneratu: + 3.0% (Prev.: -0.5%)
• Zotsatira: Kuwonjezeka kwakukulu pakukula kumakulitsa USD komanso chiyembekezo chachuma. Kuphonya kungayambitse nkhawa za kuchepa kwachuma.

Mlozera wa Mtengo wa GDP (QQ, Q2) - 12:30 UTC

• Zoneneratu: + 2.0% (Prev.: + 3.8%)
• Zotsatira: Kutsika kwa mitengo ya inflation kumapangitsa kuti mitengo ichepe.

Zoyamba Zopanda Ntchito - 12:30 UTC

• Zoneneratu: 231K (Prev.: 235K)
• Zotsatira: Imatsimikizira ngati msika wantchito umakhalabe wolimba.

Malonda Akunyumba (MoM, Jul) - 14:00 UTC

• Zoneneratu: -0.3% (Prev.: -0.8%)
• Zotsatira: Kutsika pang'ono kukuwonetsa kukhazikika kwa kufunikira kwa nyumba. Zomwe zili zofooka zingawonjezere mantha a kuchepa kwa nyumba.

Kugulitsa kwa Zaka zitatu - 7:17 UTC

• Patsogolo: 4.092%
• Zotsatira: Kufuna kwamphamvu kumathandizira zomangira ndikuchepetsa zokolola; kufunikira kofooka kumakankhira zokolola zapamwamba ndikulimbitsa USD.

Fed Waller Amalankhula - 20:00 UTC

• Zotsatira: Monga wopanga mfundo zazikulu, kamvekedwe kake pakukula kwa inflation ndi kawonedwe kakukula kudzasintha malingaliro amsika.

Malire a Fed - 20:30 UTC

• Patsogolo: $ 6,620B
• Zotsatira: Kusintha kwa kuchuluka kwa ma sheet sheet kumawonetsa kuchuluka kwa ndalama; kuchepetsa nthawi zambiri kumalimbitsa zinthu.

Market Impact Analysis

• Asia: AUD ikhoza kulimbikitsa ngati capex ibwereranso, pomwe Tokyo CPI yocheperako & zidziwitso zamakampani aku Japan zitha kukakamiza JPY.
• Europe: Mphindi za ECB zitha kuyendetsa EUR ngati awululira magawo a hawkish.
• US: GDP ndi Core PCE zimalamulira; kukula kwakukulu + kuchepetsa kukwera kwa inflation kungakweze masheya ndi malingaliro owopsa. Zomangamanga za nyumba ndi zopanda ntchito zimawonjezera kusakhazikika kwachiwiri. Kugulitsa kwa Treasury ndi Ndemanga za Fed zitha kusintha USD ndi zokolola kumapeto.

Zotsatira Zonse: 9/10

• Tsiku lopambana kwambiri ndi US GDP & PCE, Tokyo CPI, ECB mphindi, ndi Fed ndemanga kuyendetsa kusinthasintha kudutsa FX, ma bond, ndi equities.