Liketsahalo tse tlang tsa moruo ka la 1 Phupu 2025

Nako(GMT+0/UTC+0)	State	Bohlokoa	Event	Forecast	Previous
01:45		2 points	Caixin Manufacturing PMI (MoM) (Jun)	49.2	48.3
03:35		2 points	Fantisi ea JGB ea Lilemo tse 10	----	1.512%
07:40		2 points	De Guindos oa ECB oa Bua	----	----
08:00		2 points	HCOB Eurozone Manufacturing PMI (Jun)	49.4	49.4
08:40		2 points	Elderson oa ECB oa Bua	----	----
09:00		2 points	Core CPI (YoY) (Jun)	2.3%	2.3%
09:00		2 points	CPI (MoM) (Phup)	----	0.0%
09:00		3 points	CPI (YoY) (Phup)	2.0%	1.9%
10:40		2 points	Schnabel oa ECB oa Bua	----	----
13:30		3 points	Fed Chair Powell Oa Bua	----	----
13:30		2 points	Mopresidente oa ECB Lagarde oa Bua	----	----
13:45		3 points	S&P Global Manufacturing PMI (Jun)	52.0	52.0
14:00		2 points	Chelete ea Chelete ea Kaho (MoM) (Motšeanong)	-0.1%	-0.4%
14:00		2 points	ISM Manufacturing Employment (Jun)	----	46.8
14:00		3 points	ISM Manufacturing PMI (Jun)	48.8	48.5
14:00		3 points	Litefiso tsa Tlhahiso ea ISM (Phup)	70.2	69.4
14:00		3 points	JOLTS Mesebetsi e Buloa (Mots'eanong)	7.450M	7.391M
17:00		2 points	Atlanta Fed GDPNow (Q2)	2.9%	2.9%
20:30		2 points	API Beke le Beke Setoko sa Oli e sa Hlakoang	----	-4.277M

Kakaretso ea Liketsahalo tse Tlang tsa Moruo ka Phupu 1, 2025

Asia - China le Japane

• Caixin Manufacturing PMI (Jun) - 01:45 UTC
  • E lebeletsoe: 49.2 (e fetileng 48.3)
  • Tšusumetso: Ho qoelisoa ka tlase ho matšoao a 50 ho tsoela pele ho fokotseha; litšehetso leha e le life tsa ntlafatso CNY, litefiso tsa libaka, le lichelete tse amanang le thepa.
• Fantisi ea JGB ea Lilemo tse 10 - 03:35 UTC
  • Kotulo e lebelletsoeng: ~ 1.512%
  • Tšusumetso: Litšusumetso tsa tlhoko ea fantisi JPY e hlahisa le matla a 'maraka a bond; tlhoko e fokolang e ka phahamisa chai le ho fokolisa yen.

Europe - Tlhahiso ea Eurozone & Inflation

• Lipuo tsa ECB:
  • De Guindos - 07:40 UTC
  • Elderson - 08:40 UTC
  • Schnabel - 10:40 UTC
  • Lagarde - 13:30 UTC
• HCOB Eurozone Manufacturing PMI (Jun) - 08:00 UTC
  • E lebeletsoe: 49.4 (e fetileng 49.4)
• Likhatiso tsa CPI (Phup) - 09:00 UTC
  • CPI YoY ea mantlha: 2.3% (pele ho 2.3%)
  • Sehlooho sa CPI YoY: 2.0% (pele ho 1.9%)
  Tšusumetso: Ho tsitsisa ha tlhahiso le CPI e tsitsitseng ho tla laola litebello ho pota EUR likarohano tsa sekhahla sa tsoala. Molumo oa libui tsa ECB - hawkish vs dovish - o tla ba oa bohlokoa ho bōpehang EUR tataiso.

United States - Lipuo tsa Fed & Manufacturing Data

• Fed Chair Powell Oa Bua - 13:30 UTC
  • Tšusumetso: Mokhanni oa bohlokoa oa 'maraka oa lefats'e; lintlha tsa pholisi ama USD, lihlahisoa tsa Treasury, le stocks.
• S&P Global Manufacturing PMI (Jun) - 13:45 UTC
  • E lebeletsoe: 52.0 (e tšoanang)
  • Tšusumetso: E netefatsa katoloso ea tlhahiso; e tsamaellana le maikutlo a kotsi.
• Chelete ea Chelete ea Kaho (Motšeanong) - 14:00 UTC
  • E lebeletsoe: -0.1% (pele -0.4%)
  • Tšusumetso: E fana ka temohisiso mabapi le matsete a tsitsitseng; litlatsetso life kapa life maikutlo a lekala la moaho.
• ISM Manufacturing Employment & PMI & Prices (Phup) - 14:00 UTC
  • PMI: 48.8 (pele ho 48.5)
  • Index ea Litheko: 70.2 (pele ho 69.4)
  • Tšusumetso: Ho hlaphoheloa hanyenyane ho PMI le litheko tse phahameng li ka 'na tsa bontša ho tsoela pele likhatello tsa litšenyehelo, tšusumetso Pono ea pholisi ea Fed.
• JOLTS Mesebetsi e Buloa (Mots'eanong) - 14:00 UTC
  • E lebeletsoe: 7.45M (pele ho 7.39M)
  • Tšusumetso: Phano e phahameng ea mesebetsi e fana ka maikutlo a botsitso ba 'maraka oa basebetsi, e ka fokolisa monahano oa ho fokotsa sekhahla.
• Atlanta Fed GDPNow (Q2) - 17:00 UTC
  • E lebeletsoe: 2.9% (e tšoanang)
  • Tšusumetso: E fana ka maikutlo a hore khōlo e itekanetseng e ntse e tsoela pele-e tšehetsa lichelete empa e ka fokotsa ho ba mabifi Ho fokotsa lijo.

Thepa le Matla

• API Beke le Beke Setoko sa Oli e sa Hlakoang - 20:30 UTC
  • Tlhahiso e fetileng: –4.277M
  • Tšusumetso: E 'ngoe e ts'ehetsa litheko tsa oli mme e ka fepa ka ho litebello tsa inflation le li-stock equity stocks.

Tlhahlobo ea Tšusumetso ea 'Maraka

• Liketsahalo tsa US lia busa letsatsi, le Lipolelo tsa Powell, lipalo tsa ISM/PMI, le data ea JOLTS ho beha limmaraka bakeng sa pono ea Fed le likotsi tsa kholo.
• Tlhahiso ea Eurozone le CPI, e kopantsoe le lipuo tse ngata tsa ECB, e tla susumetsa EUR le litebello tsa tlhahiso ea bond.
• Lintlha tsa Asia (China PMI, fantisi ea Japane) e bōpa molumo oa kotsi qalong ea beke.
• Lintlha tsa thepa ea oli e ka tsamaisa matla a nako ea morao-rao le metsamao e amanang le inflation.

Kakaretso ea Sephetho: 9/10

Lintlha tsa bohlokoa tsa ho shebella:

• Tlhaloso ea Powell 'me Lipontšo tsa tlhahiso ea litheko tsa US / moputso- bohlokoa bakeng sa Tsela ea ho fepa.
• EUR-based PMI le lithane tsa ECB-e tla hlalosa takatso ea kotsi limmarakeng tsa Europe.
• China PMI le Japanese bond fantisi- matšoao a pele bakeng sa maemo a kotsi a lefats'e.
• Sekhahla sa oli e ka fana ka sesosa sa morao-rao bakeng sa theko ea theko e amanang le thepa.