Thomas Daniels
Gawani izi!
| Nthawi(GMT+0/UTC+0) | State | Importance | Event | | Previous |
| 04:30 |  | 2 points | Industrial Production (MoM) (Jul) | -1.6% | -1.6% |
| 11:30 |  | 2 points | Ngongole Zatsopano (Aug) | 750.0B | -50.0B |
| 14:00 |  | 2 points | Chiyembekezo cha Chaka 1 cha Kutsika kwa Mtengo ku Michigan (Sep) | ---- | 4.8% |
| 14:00 | | 2 points | Chiyembekezo cha Chaka 5 cha Kutsika kwa Mtengo ku Michigan (Sep) | ---- | 3.5% |
| 14:00 | | 2 points | Zoyembekeza za Ogula ku Michigan (Sep) | ---- | 55.9 |
| 14:00 | | 2 points | Michigan Consumer Sentiment (Sep) | 58.0 | 58.2 |
| 16:00 | | 2 points | Ripoti la WASDE | ---- | ---- |
| 17:00 | | 2 points | US Baker Hughes Oil Rig Count | ---- | 414 |
| 17:00 | | 2 points | US Baker Hughes Total Rig Count | ---- | 537 |
| 19:30 | | 2 points | CFTC Crude Oil Speculative net positions | ---- | 102.4K |
| 19:30 | | 2 points | Malingaliro a kampani CFTC Gold | ---- | 249.5K |
| 19:30 | | 2 points | CFTC Nasdaq 100 malo ongoyerekeza | ---- | 15.4K |
| 19:30 | | 2 points | CFTC S&P 500 malo ongoyerekeza | ---- | -161.1K |
| 19:30 |  | 2 points | CFTC AUD zongoyerekeza ukonde maudindo | ---- | -82.7K |
| 19:30 | | 2 points | CFTC JPY zongoyerekeza ukonde malo | ---- | 73.3K |
| 19:30 |  | 2 points | CFTC EUR zongoyerekeza ukonde malo | ---- | 119.6K |
Chidule cha Zochitika Zachuma Zomwe Zikubwera pa September 12, 2025
Asia - Japan ndi China
Japan Industrial Production (MoM, Jul) - 04:30 UTC
- Zoneneratu: -1.6% (yapita -1.6%)
- Zotsatira: Palibe kusintha komwe kukuyembekezeka. Kutulutsa kofooka kukuwonetsa kuchepa kwapang'onopang'ono kwa kupanga ndi kufunikira kwapadziko lonse lapansi, kulemera kwa JPY. Kuwerenga kokhazikika koma kolakwika kukuwonetsa kutsika kwamakampani aku Japan komanso ogulitsa kunja kwa mafakitale.
China Ngongole Zatsopano (Aug) - 11:30 UTC
- Zoneneratu: 750B (yam'mbuyo -50B)
- Zotsatira: Kubwereranso kwakukulu kuchokera kumayendedwe obwereketsa olakwika kwapangitsanso kukula kwangongole.
- Kubwereketsa kwapamwamba → kumakulitsa ziyembekezo zakukula, kumathandizira ma CNY ndi Asia.
- Kusindikiza kofooka → kumalimbitsa mantha ocheperako, kutsitsa kwazinthu ndi katundu wowopsa.
United States - Consumer Sentiment, Agriculture & Energy
Kafukufuku wa University of Michigan (Sep) - 14:00 UTC
- Zoyembekeza za Kukwera kwa Ndalama Kwachaka chimodzi: pambuyo 4.8%
- Zoyembekeza za Kukwera kwa Ndalama Kwachaka chimodzi: pambuyo 3.5%
- Zoyembekeza za Ogula: kulosera 55.9 (prev 55.9)
- Malingaliro a Consumer: kulosera 58.0 (prev 58.2)
- Zotsatira:
- Kuwonjezeka kwa ziyembekezo za inflation → kumalimbitsa USD, kukweza zokolola, kukakamiza ndalama.
- Kupititsa patsogolo malingaliro → bullish kwa equities. Maonekedwe ofooka angasonyeze kufooka kwa zofuna.
Ripoti la WASDE - 16:00 UTC
- Zotsatira: Kukula kwa mbewu za USDA / kufunikira kungathe kusuntha zinthu zaulimi (chimanga, tirigu, soya). Kupereka kwapamwamba → kutsika kwamitengo; kutsika kwapang'onopang'ono → kukweza, zomwe zitha kukweza ziyembekezo zakukwera kwamitengo.
Kuwerengera kwa Baker Hughes Rig - 17:00 UTC
- Zopangira Mafuta: pambuyo 414
- Total Rigs: pambuyo 537
- Zotsatira: Ziwerengero zokwera → zotulutsa zapamwamba zaku US, zolemera kwambiri. Zopangira zotsika → bullish pamitengo yamafuta.
CFTC Positioning Data - 19:30 UTC
- Malo Ongoyerekeza a Crude Oil Net: m'mbuyo 102.4K
- Gold Net Speculative Positions: m'mbuyo 249.5K
- Equity Index Positions (Nasdaq, S&P 500): zikuwonetsa malingaliro ongopeka pazachuma za US.
- FX Speculative Positions (AUD, JPY, EUR): onetsani kuyika kwa hedge fund, ndikofunikira pakuwunika kwa msika wa FX.
Market Impact Analysis
- Asia: Yang'anani pakubweza ngongole yaku China. Ngati Ngongole Zatsopano zipitilira zomwe zidanenedweratu, chikhumbo chofuna kudya pachiwopsezo chimakula pazamalonda ndi ndalama zaku Asia-Pacific. Kusindikiza kofooka kumatha kuyambitsa kudana ndi zoopsa zapadziko lonse lapansi.
- US: Zoyembekeza za kukwera kwa inflation ku Michigan ndi malingaliro a ogula zidzasintha mawonekedwe a Fed. WASDE imawonjezera kuopsa kwa inflation yoyendetsedwa ndi katundu. Kuwerengera kwa Rig ndi kuyenda kwa CFTC kumakhudza mphamvu ndi zitsulo.
- Position Data: Kutalikirana kwa golide wokwera + malo ofooka a equities akuwonetsa kuti chitetezo chachitetezo chimakhalabe m'misika.
Zotsatira Zonse: 7/10
- Chifukwa chiyani: Palibe "tier-1" yotulutsidwa ngati chisankho cha CPI kapena Fed, koma Kubweza ngongole yaku China, Zoyembekeza za inflation za USndipo zosintha zamphamvu/zazinthu perekani madalaivala angapo pamalingaliro owopsa, misika yazamalonda, ndi FX.
