Liketsahalo tse tlang tsa moruo ka la 31 Phupu 2025

Nako(GMT+0/UTC+0)	State	Bohlokoa	Event	Forecast	Previous
01:30		2 points	Litumello tsa Moaho (MoM) (Jun)	1.8%	3.2%
01:30		2 points	Retail Sales (MoM) (Phup)	0.4%	0.2%
01:30		2 points	Motsoako oa Sechaena oa PMI (Phupu)	----	50.7
01:30		3 points	PMI ea Tlhahiso (Phupu)	49.7	49.7
01:30		2 points	PMI e sa Hlakiseng (Phupu)	50.3	50.5
02:30		2 points	Polelo ea Leano la Lichelete la BoJ	----	----
02:30		2 points	BoJ Outlook Report (YoY)	----	----
03:00		3 points	Qeto ea sekhahla sa phaello ea BoJ	0.50%	0.50%
06:30		2 points	BoJ Press Conference	----	----
09:00		2 points	Sekhahla sa ho Hloka Mosebetsi (Phup)	6.3%	6.3%
12:30		2 points	Ho Tsoela Pele Litlaleho Tsa ho Hloka Mosebetsi	1,960K	1,955K
12:30		3 points	Core PCE Price Index (MoM) (Jun)	0.3%	0.2%
12:30		3 points	Core PCE Price Index (YoY) (Jun)	2.7%	2.7%
12:30		2 points	Employment Cost Index (QoQ) (Q2)	0.8%	0.9%
12:30		3 points	Liphoso tsa pele tsa Jobo	222K	217K
12:30		2 points	PCE Price index (YoY) (Jun)	2.5%	2.3%
12:30		2 points	PCE price index (MoM) (Jun)	0.3%	0.1%
12:30		2 points	Ho Sebelisoa ha Motho ka Botho (MoM) (Phup)	0.4%	-0.1%
13:45		3 points	Chicago PMI (Phupu)	41.9	40.4
15:30		2 points	Atlanta Fed GDPNow (Q3)	2.9%	2.9%
20:30		2 points	Leqephe la ho leka-lekana la Fed	----	6,658B

Kakaretso ea Liketsahalo tse Tlang tsa Moruo ka Phupu 31, 2025

Asia - Australia, China le Japane

Australia – Litumello tsa Kaho le Lithekiso tsa Thekiso (Phup) – 01:30 UTC

• Polelo: Litumello + 1.8% (pele + 3.2%), Lithekiso tsa Retail + 0.4% (pele + 0.2%)
• Tšusumetso: Ho pholisa litumellanong tsa moaho empa ho ntlafatsa thekiso ea mabenkele ho fana ka maikutlo a ho tiea ha bareki ho sa tsotellehe ho hahoa ha pholileng. Letšoao le tsoakiloeng bakeng sa AUD le maikutlo a moruo oa lehae.

China – PMIs (Phupu) – 01:30 UTC

• PMI ea tlhahiso: 49.7 (pele ho 49.7)
• PMI e kopantsoeng: pele ho 50.7
• PMI e sa Eketseheng: 50.3 (pele ho 50.5)
• Tšusumetso: Ho ka 'na ha e-ba boima ho etsa lintho tse sa tsitsang le ho fokotseha ho fokolang litšebeletsong CNY le maikutlo a tekano, a bonts'a sekhahla sa kholo e fokolang.

Japane - Leano la BoJ le Outlook (02:30 UTC)

• Qeto ea Sekhahla sa Tsoala: 0.50% (e sa fetoheng)
• Polelo ea Leano la Chelete le Tlaleho ea Outlook e lokollotsoe
• Press Conference e latelang
• Tšusumetso: Limmaraka li tla shebisisa molumo oa Setatemente le Tlaleho ea Maikutlo. Phetoho leha e le efe e lebisang tlhokomelong kapa litlhahiso mabapi le mehato ea nakong e tlang ea sekhahla e ka susumetsa JPY le limmaraka tsa bond.

Europe - Mebaraka ea Basebetsi ba Eurozone

Sekhahla sa ho Hloka Mosebetsi (Jun) - 09:00 UTC

• Polelo: 6.3% (e sa fetoheng)
• Tšusumetso: Ho tsitsa ho sekhahla sa ho hloka mosebetsi ho fana ka maikutlo a botsitso ba 'maraka oa basebetsi. Tšusumetso e fokolang e tobileng, ntle le haeba e tsamaisana le tlhaloso ea khatello ea moputso kapa bonolo ba mosebetsi.

United States - Inflation, Mosebetsi le Ts'ebetso ea Libaka

Litlaleho tse Tsoelang Pele le tsa Pele tsa ho Hloka Mosebetsi - 12:30 UTC

• Ponelopele ea Litlaleho tsa Pele: 222K (tse fetileng 217K)
• Litlaleho tse Tsoelang Pele: 1,960K (tse fetileng 1,955K)
• Tšusumetso: Ho phahama ka mokhoa o itekanetseng ho bontša ho fokotseha ho fokolang ha mosebetsi. Haeba likopo li ntse li phahama, li ka matlafatsa litebello tsa Fed e ntseng e tsoela pele USD le ho tshehetsa Matlotlo.

Lipontšo tsa Inflation & Spending – 12:30 UTC

• 'M'e oa mantlha oa PCE: + 0.3% (e fetileng +0.2%)
• Core PCE YoY: 2.7% (e sa fetoheng)
• Sehlooho sa litaba PCE MoM: + 0.3% | YOY: 2.5% (pele ho 2.3%)
• Tšebeliso ea Botho: +0.4% (pele -0.1%)
• Lenane la Litšenyehelo tsa Mosebetsi Q2: +0.8% (pele ho 0.9%)
• Tšusumetso: Inflation e ts'oere haufi le sepheo har'a tšebeliso ea chelete e tsitsitseng le kholo e itekanetseng ea meputso e boloka Fed e le ho shebella data. PCE e tsitsitseng e ka holimo ho mokhoa o ka fokotsa tataiso ea dovish, e tšehetsang lihlahisoa 'me USD.

Chicago PMI (Jul) - 13:45 UTC

• Polelo: 41.9 (pele ho 40.4)
• Tšusumetso: E ntse e tebile, le hoja e ntlafalitsoe hanyane. Bonolo mona bo eketsa matšoenyeho mabapi le ts'ebetso e pharalletseng ea indasteri le kholo ea moruo oa tikoloho.

Atlanta Fed GDPNow (Q3) - 15:30 UTC

• Polelo: 2.9% (e sa fetoheng)
• Tšusumetso: Polelo ea kholo e tsitsitseng e ts'ehetsa maikutlo a kotsi mme e boloka litebello tsa tlhokomeliso ea Fed lipuisanong.

Lihlooho tsa Sehlooho le Tlhahlobo ea Maraka

• US core PCE le likopo tsa ho hloka mosebetsi lula bohareng; Ho makala ha inflation kapa ho senyeha ha data ea basebetsi ho ka theola maikutlo a Fed Hawkish/Dovish, a ama USD le litheko tsa thepa lefatšeng ka bophara.
• Tšebeliso ea motho ka mong rebound e ts'ehetsa tlaleho ea kholo e etelletsoeng pele ke ts'ebeliso empa e halefisoa ke kholo e tlase ea meputso.
• Lintlha tsa China le Japane fana ka molumo oa moruo oa libaka; karabelo ea yen e tla ipapisa le tlhaloso ea BoJ le tataiso ea lipolotiki.
• Ho hloka mosebetsi ka Eurozone botsitso ha bo nke lehlakore-empa bo sebetsa e le mokokotlo haeba tlhaloso ea 'maraka oa basebetsi e ka hlaha.
• Maikutlo a libaka le lintlha tsa inflation joalo ka Chicago PMI e eketsa sebopeho ho lipale tsa kholo ea naha.

Kakaretso ea Sephetho: 8/10

Lintlha tsa Bohlokoa

• Core PCE boitšoaro: E tsitsitseng kapa ka holimo ho 0.3% MoM e ts'ehetsa litebello tsa ho phahama ha sekhahla; lerotholi le ka tlase ho tumellano le ka khothaletsa lean ea dovish.
• Mokhoa oa ho hloka mosebetsi oa Litletlebo: Ntho efe kapa efe e hoholehang holimo e ka potlakisa puisano ea Fed.
• Puisano ea BoJ: Molumo oa pono ea leano le seboka sa boralitaba li tla hlahlojoa bakeng sa tataiso ea pele.
• Tšebeliso ea motho ka mong le ECI: Lekola hore na kholo ea moputso e lula e le teng kapa e oela ka morao ho tšebeliso ea chelete - e ama inflation le boemo ba Fed.