Jeremy Oles

Kusinthidwa: 04/06/2025
Gawani izi!
Zochitika zachuma zomwe zikubwera 5 June 2025
By Kusinthidwa: 04/06/2025
Nthawi(GMT+0/UTC+0)StateImportanceEventForecastPrevious
01:30🇦🇺2 pointsNdalama Zamalonda (Apr)5.960B6.900B
01:45🇨🇳2 pointsCaixin Services PMI (Meyi)51.050.7
12:15🇪🇺3 pointsDeposit Facility Rate (Jun)2.00%2.25%
12:15🇪🇺2 pointsECB Marginal Lending Facility----2.65%
12:15🇪🇺2 pointsChithunzi cha ECB Monetary Policy--------
12:15🇪🇺3 pointsChigamulo cha Chiwongola dzanja cha ECB (Jun)2.15%2.40%
12:30???????2 pointsKupitiliza Zodandaula Zopanda Ntchito1,910K1,919K
12:30???????2 pointsZotumiza kunja (Epulo)----278.50B
12:30???????2 pointsZochokera kunja (Epulo)----419.00B
12:30???????3 pointsMayankho Oyamba Opanda Ntchito236K240K
12:30???????2 pointsNonfarm Production (QoQ) (Q1)-0.8%-1.7%
12:30???????2 pointsNdalama Zamalonda (Apr)-67.60B-140.50B
12:30???????2 pointsMtengo wa Unit Labor (QoQ) (Q1)5.7%2.0%
12:45🇪🇺3 pointsECB Press Conference--------
14:15🇪🇺2 pointsPurezidenti wa ECB Lagarde Amalankhula--------
17:00???????2 pointsAtlanta Fed GDPNow (Q2)4.6%4.6%
17:30???????2 pointsMembala wa FOMC Harker Alankhula--------
20:30???????2 pointsMalipiro a Fed----6,673B
23:30🇯🇵2 pointsKugwiritsa Ntchito Nyumba (MoM) (Apr)-0.8%0.4%
23:30🇯🇵2 pointsKugwiritsa Ntchito Pakhomo (YoY) (Apr)1.5%2.1%

Chidule cha Zochitika Zachuma Zomwe Zikubwera pa June 5, 2025

Australia

1. Ndalama Zamalonda (Apr) - 01:30 UTC

  • Zoneneratu: 5.960B | Previous: 6.900B
  • Zotsatira Zamsika:
    • Kuchulukira kocheperako kungatheke kulemera kwa AUD, kusonyeza kuchepa kwachangu kapena kukwera kwa katundu wochokera kunja.
    • Kuwonjezeka kodabwitsa kungathe thandizo AUD.

China

2. Caixin Services PMI (May) - 01:45 UTC

  • Zoneneratu: 51.0 | Previous: 50.7
  • Zotsatira Zamsika:
    • Pamwamba-50 kuwerenga ziwonetsero kupitiriza kukula mu ntchito, kuthandiza Ndalama zolumikizidwa ndi China (AUD, NZD) ndi malingaliro owopsa.
    • Kutsika modabwitsa pansi pa 50 kungakweze nkhawa pa kufooka kwa mbali yofunikira.

Eurozone

3. Chigamulo cha Chiwongoladzanja cha ECB (Jun) - 12:15 UTC

  • Zoneneratu: 2.15% Previous: 2.40%

4. ECB Deposit Facility Rate - Zoneneratu: 2.00% Previous: 2.25%

5. ECB Marginal Lending Facility - Yam'mbuyo: 2.65%

6. Ndemanga ya Ndondomeko ya Zachuma ya ECB & Msonkhano wa Atolankhani - 12:15 & 12:45 UTC

7. Pulezidenti wa ECB Lagarde Akuyankhula - 14:15 UTC

  • Zotsatira Zamsika:
    • A kuchepetsa mtengo kumayembekezeredwa kwambiri. Market focus ndi pa chilankhulo cha mawu ndi msonkhano wa atolankhani.
    • Dovish malangizo akhoza kufooketsa euro ndi Thandizo lothandizira.
    • Toni yosamala kapena yodalira deta ikhoza modekha zomwe anachita.

United States

8. Zodandaula Zoyamba Zopanda Ntchito - 12:30 UTC

  • Zoneneratu: 236k | Previous: 240K

9. Kupitiliza Zonena Zopanda Ntchito - 12:30 UTC

  • Zoneneratu: 1,910k | Previous: 1,919K
  • Zotsatira Zamsika:
    • Zonena zotsika zikuwonetsa kukhazikika kwa msika wantchito, motheka kuchepetsa ziyembekezo za Fed.
    • Kukwera kungasonyeze kuchepetsa ntchito.

10. Ndalama Zamalonda (Apr) - 12:30 UTC

  • Zoneneratu: -67.60B | Previous: -140.50B

11. Zogulitsa Zakunja & Zakunja (Apr) - Poyamba: 278.50B / 419.00B

  • Zotsatira Zamsika:
    • Kuperewera kwakung'ono kumakula bwino Mawonekedwe a GDP, kuthandizira USD komanso zokhoza malipiro.

12. Nonfarm Productivity (QoQ) (Q1) - 12:30 UTC

  • Zoneneratu: -0.8% | Previous: -1.7%

13. Ndalama za Unit Labor (QoQ) (Q1) - 12:30 UTC

  • Zoneneratu: + 5.7% | Previous: + 2.0%
  • Zotsatira Zamsika:
    • Kuchepa kwa zokolola ndi kukwera kwa mtengo wantchito kumawonetsa kukwera mtengo kwa malipiro, zomwe zingatero kuchepetsa kusinthasintha kwa Fed.

14. Atlanta Fed GDPNow (Q2) - 17:00 UTC

  • Zoneneratu: 4.6% Previous: 4.6%
  • Zotsatira Zamsika:
    • Kuyerekeza kwakukulu kokhazikika kumawonetsa kukula kwakukulu koyambira, akhoza kukankha zokolola zambiri.

15. Membala wa FOMC Harker Akulankhula - 17:30 UTC

  • Zotsatira Zamsika:
    • Ndemanga za inflation ndi ntchito zidzasintha zoyembekeza zanthawi yochepa.

16. Fed's Balance Sheet - 20:30 UTC

  • Previous: $ 6.673T
  • Zotsatira Zamsika:
    • Kuchepetsa kumathandizira kukulitsa nkhani ya liquidity.

Japan

17. Kugwiritsa Ntchito Pakhomo (Apr) - 23:30 UTC

  • Zoneneratu (MoM): -0.8% | Previous: + 0.4%
  • Zoneneratu (YoY): + 1.5% | Previous: + 2.1%
  • Zotsatira Zamsika:
    • Kuchepetsa kungawonetsere kusamala kwa ogula, kufooka JPY ndikukakamiza ma equity aku Japan.
    • Kuwonjezeka kodabwitsa kungasonyeze amafuna mphamvu, kukweza maganizo.

Market Impact Analysis

  • The Kusintha kwa mtengo wa ECB ndi chinenero cha ndondomeko adzakhala central global driver, kukopa EUR, ma bond, ndi ma Eurozone equities.
  • Mu US, deta ya ogwira ntchito, zokolola, ndi ziwerengero zamalonda zidzasintha ziyembekezo kukula, kukwera kwa mitengo, ndi mayendedwe.
  • Asia-Pacific ntchito (Australia, China, Japan) zidzakhudza ndalama zachigawo ndi chilakolako chiopsezo, makamaka ngati ma data aku China adadabwitsa.

Zotsatira Zonse: 9/10

Kuyikira Kwambiri:
Tsiku lalikulu loyendetsedwa ndi ECB yomwe ingathe kutsata ndondomekoyi, Zambiri zantchito ndi zokolola zaku USndipo Ntchito zantchito zaku China. Kuphatikiza, malipoti awa amapereka chidziwitso chochulukirapo Global inflation trends, central bank directions, ndi kukwera kwachuma. Yembekezerani kusinthasintha kwakukulu mu EUR, USD, JPY, AUD, ndi zogwirizana equities ndi ma bond.