Liketsahalo tse tlang tsa moruo ka la 2 Loetse 2025

Nako(GMT+0/UTC+0)	State	Bohlokoa	Event	Forecast	Previous
01:30		2 points	Akhaonto ea Hona Joale (Q2)	-15.9B	-14.7B
03:35		2 points	Fantisi ea JGB ea Lilemo tse 10	----	1.462%
09:00		2 points	Core CPI (YoY) (Aug)	2.2%	2.3%
09:00		2 points	CPI (MoM) (Aug)	----	0.0%
09:00		3 points	CPI (YoY) (Aug)	2.0%	2.0%
11:30		2 points	Elderson oa ECB oa Bua	----	----
13:45		3 points	S&P Global Manufacturing PMI (Aug)	53.3	49.8
14:00		2 points	Chelete ea Chelete ea Kaho (MoM) (Phupu)	-0.1%	-0.4%
14:00		2 points	ISM Manufacturing Employment (Aug)	----	43.4
14:00		3 points	ISM Manufacturing PMI (Aug)	48.9	48.0
14:00		3 points	Litefiso tsa Tlhahiso ea ISM (Aug)	65.1	64.8
17:00		2 points	Atlanta Fed GDPNow (Q3)	3.5%	3.5%

Kakaretso ea Liketsahalo Tsa Moruo Tse Tlang ka September 2, 2025

Asia - Australia le Japane

Australia - Akhaonto ea Hona Joale (Q2) - 01:30 UTC

• Polelo: -15.9B (Prev.: -14.7B)
• Tšusumetso: Khaello e pharalletseng e bontša ts'ebetso e fokolang ea khoebo, e ka bang boima ho AUD, haholo haeba litheko tsa thepa li lula li le tlas'a khatello.

Japane - Fantisi ea JGB ea Lilemo tse 10 - 03:35 UTC

• E fetileng Khefutsa: 1.462%
• Tšusumetso: Tlhokahalo ea fantisi e tla bopa lihlahisoa tsa JGB. Tlhoko e matla e boloka chai e le tlase mme e ts'ehetsa JPY; tlhokahalo e fokolang e ka 'na ea sutumelletsa lihlahisoa tse phahameng, tsa fokolisa JPY.

Europe - Inflation & ECB Commentary

Eurozone CPI (Aug) - 09:00 UTC

• CPI YoY ea mantlha: 2.2% (Prev.: 2.3%)
• Sehlooho sa CPI YoY: 2.0% (Prev.: 2.0%)
• CPI MOM: Ho lebeletsoe sephara (Prev.: 0.0%)
• Tšusumetso: Inflation e ts'oereng e tsitsitse / hanyenyane hanyane e fana ka maikutlo a hore leano la ECB le ka lula le le hlokolosi. Ho fokotseha ho makatsang ho ka fokolisa EUR; inflation e matla ho feta kamoo e neng e lebeletsoe e ka tsosa litebello tsa li-hawkish.

Elderson oa ECB oa Bua – 11:30 UTC

• Tšusumetso: Ho tla shebana haholo le boemo ba hae mabapi le ho phehella ha inflation le phokotso ea lichelete. Molumo oa Hawkish o ts'ehetsa EUR, molumo o makatsang oa e hatella.

United States - Maikutlo a Tlhahiso le Kholo

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

• Polelo: 53.3 (Prev.: 49.8)
• Tšusumetso: Pholiso e matla ea keketseho e bonts'a hore indasteri e khutlela morao, e ntle bakeng sa USD le litefiso.

Tšebeliso ea Kaho (MoM, Jul) - 14:00 UTC

• Polelo: -0.1% (Prev.: -0.4%)
• Tšusumetso: Ho fokotseha ho tsoelang pele ha kaho ho tla ba mpe ponong ea kholo ea US, haholo-holo mafapha a amanang le matlo.

ISM Manufacturing PMI & Prices (Aug) - 14:00 UTC

• Boemo ba PMI: 48.9 (Prev.: 48.0)
• Ponelopele ya Ditheko: 65.1 (Prev.: 64.8)
• Tšusumetso: Pholiso e itekanetseng ea PMI e ntse e bontša ho fokotseha, ha litheko tse phahameng li bontša khatello ea theko. Motsoako ona o ka thatafatsa pholisi ea Fed - kholo e fokola, empa litšenyehelo li lula li le holimo.

Atlanta Fed GDPNow (Q3) - 17:00 UTC

• Polelo: 3.5% (e tšoanang)
• Tšusumetso: Khakanyo e matla ea ho latela e totobatsa ho tiea kholong ea US, ho tšehetsa USD le lihlahisoa.

Tlhahlobo ea Tšusumetso ea 'Maraka

• Asia: Mohlomong AUD e hatelloa ke ho holisa khaello ea ak'haonte ea hajoale, athe fantisi ea JGB e ka fetola maikutlo a yen ho latela tlhoko.
• Europe: Eurozone CPI ke eona mokhanni ea ka sehloohong-inflation e bataletseng e boloka EUR tlas'a khatello ntle le haeba tlhaloso ea ECB e fetoha hawkish.
• US: Ho bala PMI ho bohlokoa haholo. Rebound e matla (S&P 53.3, ISM haufi le 49) hammoho le likhatello tse phahameng tsa theko e ka bang teng. matlafatsa USD le ho phahamisa chai, athe data e fokolang e ka hlasimolla tšabo ea ho putlama ha moruo le ho rata tekano.

Kakaretso ea Sephetho: 8/10

• Hobaneng: Lintlha tsa tlhahiso ea US le theko ea lichelete tsa Eurozone li laola, ka monyetla oa ho tsamaisa USD, EUR, le limmaraka tsa tekano haholo. Lintlha tse matla tsa PMI + tse tiileng tsa inflation li ka thefula maikutlo "e phahameng-bakeng sa nako e telele" maano a Fed le ECB.