Awọn iṣẹlẹ eto-ọrọ ti n bọ 2 Oṣu Kẹsan 2025

Àkókò(GMT+0/UTC+0)	State	pataki	Event	Forecast	Ti tẹlẹ
01:30		2 points	Iwe akọọlẹ lọwọlọwọ (Q2)	-15.9B	-14.7B
03:35		2 points	10-Odun JGB Auction	----	1.462%
09:00		2 points	Core CPI (YoY) (Aug)	2.2%	2.3%
09:00		2 points	CPI (MoM) (Oṣu Kẹjọ)	----	0.0%
09:00		3 points	CPI (YoY) (Oṣu Kẹjọ)	2.0%	2.0%
11:30		2 points	ECB's Elderson Sọ	----	----
13:45		3 points	PMI Ṣiṣejade Agbaye S&P (Aug)	53.3	49.8
14:00		2 points	Inawo Ikọle (MoM) (Jul)	-0.1%	-0.4%
14:00		2 points	Iṣẹ iṣelọpọ ISM (Aug)	----	43.4
14:00		3 points	PMI iṣelọpọ ISM (Aug)	48.9	48.0
14:00		3 points	Awọn idiyele iṣelọpọ ISM (Aug)	65.1	64.8
17:00		2 points	Atlanta Fed GDPNow (Q3)	3.5%	3.5%

Akopọ ti Awọn iṣẹlẹ Iṣowo ti n bọ lori Kẹsán 2, 2025

Asia – Australia & Japan

Australia - Iroyin lọwọlọwọ (Q2) - 01:30 UTC

• Asọtẹlẹ: -15.9B (Iṣaaju: -14.7B)
• Ipa: Aipe aipe kan ṣe afihan iṣẹ iṣowo alailagbara, ti o le ṣe iwọn lori AUD, paapaa ti awọn idiyele ọja ba wa labẹ titẹ.

Japan - 10-Odun JGB Auction - 03:35 UTC

• Iṣaaju. So eso: 1.462%
• Ipa: Ibeere titaja yoo ṣe apẹrẹ awọn ikore JGB. Ibeere ti o lagbara ntọju awọn eso kekere ati atilẹyin JPY; Ibeere ailera le Titari awọn eso ti o ga julọ, irẹwẹsi JPY.

Yuroopu - Afikun & Ọrọ asọye ECB

Eurozone CPI (Aug) - 09:00 UTC

• Core CPI YoY: 2.2% (Iṣaaju: 2.3%)
• CPI YoY akọle: 2.0% (Iṣaaju: 2.0%)
• CPI MOM: Ti ṣe yẹ Alapin (Iṣaaju.: 0.0%)
• Ipa: Idaduro afikun ni imurasilẹ/diẹ rirọ ni imọran ilana ECB le duro ni iṣọra. Idinku iyalẹnu le ṣe irẹwẹsi EUR; ni okun sii-ju-ti o ti ṣe yẹ afikun le fa awọn ireti hawkish.

ECB ká Elderson sọrọ - 11:30 UTC

• Ipa: Idojukọ yoo wa lori iduro rẹ nipa ifarabalẹ afikun ati irọrun owo. Ohun orin Hawkish ṣe atilẹyin EUR, ohun orin dovish ṣe titẹ rẹ.

Orilẹ Amẹrika – Ṣiṣejade & Outlook Growth

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

• Asọtẹlẹ: 53.3 (Itẹ: 49.8)
• Ipa: Imularada didasilẹ sinu awọn ifihan agbara imugboroja isọdọtun ile-iṣẹ, rere fun USD ati awọn inifura.

Inawo ikole (MoM, Jul) - 14:00 UTC

• Asọtẹlẹ: -0.1% (Iṣaaju: -0.4%)
• Ipa: Ilọsiwaju ti o tẹsiwaju ni ikole yoo jẹ odi fun iwo idagbasoke AMẸRIKA, ni pataki awọn apa ti o jọmọ ile.

ISM Ṣiṣe PMI & Awọn idiyele (Aug) - 14:00 UTC

• Asọtẹlẹ PMI: 48.9 (Itẹ: 48.0)
• Asọtẹlẹ Awọn idiyele: 65.1 (Itẹ: 64.8)
• Ipa: Imularada PMI ti o niwọntunwọnsi tun ṣe ifihan ihamọ, lakoko ti awọn idiyele giga ṣe afihan titẹ afikun. Iparapọ yii le ṣe idiju eto imulo Fed — ailera idagbasoke, ṣugbọn awọn idiyele wa ga.

Atlanta je GDPNow (Q3) - 17:00 UTC

• Asọtẹlẹ: 3.5% (kanna)
• Ipa: Iṣiro ipasẹ ti o lagbara ṣe afihan resilience ni idagbasoke AMẸRIKA, atilẹyin fun USD ati awọn eso.

Oja Ipa Analysis

• Esia: O ṣee ṣe titẹ AUD nipasẹ aipe aipe akọọlẹ lọwọlọwọ, lakoko ti titaja JGB le yi itara yen pada da lori ibeere.
• Yuroopu: Eurozone CPI jẹ awakọ akọkọ — afikun alapin ntọju EUR labẹ titẹ ayafi ti asọye ECB yipada hawkish.
• AMẸRIKA: Awọn kika PMI jẹ pataki. Ipadabọ ti o lagbara (S&P 53.3, ISM nitosi 49) lẹgbẹẹ awọn titẹ idiyele giga le teramo USD ati gbe Egbin ni, lakoko ti data alailagbara yoo sọji awọn ibẹru ipadasẹhin ati ojurere awọn equities.

Apapọ Ipa Ipa: 8/10

• Kí nìdí: Awọn data iṣelọpọ AMẸRIKA ati afikun Eurozone jẹ gaba lori, pẹlu agbara lati gbe USD, EUR, ati awọn ọja inifura pataki. PMI ti o lagbara + data imuduro imuduro le tẹ itara si "ti o ga-fun-gun" Fed ati awọn ilana ECB.