Mmemme akụ na ụba na-abịa 1 Julaị 2025

Oge (GMT+0/UTC+0)	State	Importance	Event	Forecast	Previous
01:45		2 points	Ihe nrụpụta Caixin PMI (MoM) (Jun)	49.2	48.3
03:35		2 points	Azụ ahịa JGB nke afọ 10	----	1.512%
07:40		2 points	ECB's De Guindos na-ekwu	----	----
08:00		2 points	HCOB Eurozone nrụpụta PMI (Jun)	49.4	49.4
08:40		2 points	ECB's Elderson na-ekwu okwu	----	----
09:00		2 points	Isi CPI (YoY) (Jun)	2.3%	2.3%
09:00		2 points	CPI (MoM) (Jun)	----	0.0%
09:00		3 points	CPI (YoY) (Jun)	2.0%	1.9%
10:40		2 points	Schnabel nke ECB na-ekwu okwu	----	----
13:30		3 points	Onye isi oche Fed Powell na-ekwu okwu	----	----
13:30		2 points	Onye isi oche ECB Lagarde na-ekwu okwu	----	----
13:45		3 points	S&P Global Manufacturing PMI (Jun)	52.0	52.0
14:00		2 points	Mmefu ihe owuwu (MoM) (Mee)	-0.1%	-0.4%
14:00		2 points	Ọrụ Mmepụta ISM (Jun)	----	46.8
14:00		3 points	ISM nrụpụta PMI (Jun)	48.8	48.5
14:00		3 points	Ọnụ ahịa nrụpụta ISM (Jun)	70.2	69.4
14:00		3 points	Mmepe ọrụ JOLTS (Mee)	7.450M	7.391M
17:00		2 points	Atlanta Fed GDPNow (Q2)	2.9%	2.9%
20:30		2 points	Ahịa mmanụ crude kwa izu	----	-4.277M

Nchịkọta nke mmemme akụ na ụba na-abịa na Julaị 1, 2025

Asia - China na Japan

• Ihe nrụpụta Caixin PMI (Jun) - 01:45 UTC
  • Echere: 49.2 (nke gara aga 48.3)
  • Mmetụta: Ntụnye n'okpuru akara 50 gara n'ihu mkpọchi; nkwalite ọ bụla na-akwado CNY, mpaghara equities, na ngwa ahịa jikọtara ngwa ahịa.
• Azụ ahịa JGB nke afọ 10 - 03:35 UTC
  • Mkpụrụ a tụrụ anya: ~ 1.512%
  • Mmetụta: Mmetụta chọrọ ahịa ahịa JPY na-emepụta na nkekọ ahịa ike; Ọchịchọ na-adịghị ike nwere ike ibuli mkpụrụ ma mebie yen.

Europe-Eurozone nrụpụta & onu oriri

• Okwu ECB:
  • De Guindos - 07:40 UTC
  • Elderson - 08:40 UTC
  • Schnabel - 10:40 UTC
  • Lagarde - 13:30 UTC
• HCOB Eurozone nrụpụta PMI (Jun) - 08:00 UTC
  • Echere: 49.4 (nke gara aga 49.4)
• Mwepụta CPI (Jun) - 09:00 UTC
  • Isi CPI YoY: 2.3% (nke gara aga 2.3%)
  • Isi CPI YoY: 2.0% (nke gara aga 1.9%)
  Mmetụta: Mwepụta stagnation gbakwunyere CPI kwụsiri ike ga-achịkwa atụmanya gburugburu Ọnụ ego ọmụrụ nwa dị iche iche. Ụda ndị na-ekwu okwu ECB—hawkish vs dovish—ga-abụ ihe dị mkpa n'ịkpụzi EUR uzo.

United States-Nri Okwu & Nrụpụta Data

• Onye isi oche Fed Powell na-ekwu okwu - 13:30 UTC
  • Mmetụta: Isi ọkwọ ụgbọ ala ahịa zuru ụwa ọnụ; amụma amụma na-emetụta USD, mkpụrụ akụ, na ebuka.
• S&P Global Manufacturing PMI (Jun) - 13:45 UTC
  • Echere: 52.0 (otu)
  • Mmetụta: Na-akwado mgbasawanye nrụpụta; kwekọọ na ihe ize ndụ-na mmetụta.
• Mmefu ihe owuwu (Mee) - 14:00 UTC
  • Echere: -0.1% (nke gara aga -0.4%)
  • Mmetụta: Na-enye nghọta maka itinye ego etinyere; ọ bụla rebound boosts echiche ngalaba ụlọ.
• Ọrụ nrụpụta ISM & PMI & Ahịa (Jun) - 14:00 UTC
  • PMI: 48.8 (nke gara aga 48.5)
  • Ndekọ ọnụ ahịa: 70.2 (nke gara aga 69.4)
  • Mmetụta: Obere mgbake na PMI na ọnụ ahịa dị elu nwere ike igosipụta na-aga n'ihu ego nrụgide, na-emetụta Echiche amụma Fed.
• Mmepe ọrụ JOLTS (Mee) - 14:00 UTC
  • Echere: 7.45M (7.39M gara aga)
  • Mmetụta: Oghere ọrụ dị elu na-egosi nkwụghachi azụ ahịa ọrụ, nke nwere ike dampen ọnụego-ịkpụ ntule.
• Atlanta Fed GDPNow (Q2) - 17:00 UTC
  • Echere: 2.9% (otu)
  • Mmetụta: Na-atụ aro ka ọ na-aga n'ihu na uto na-agafeghị oke - na-akwado maka nhatanha mana ọ nwere ike belata oke ike Na-edozi nri.

Ngwaahịa & Ike

• Ahịa mmanụ crude kwa izu - 20:30 UTC
  • Eserese gara aga: -4.277M
  • Mmetụta: Ihe osise ọzọ na-akwado ọnụ ahịa mmanụ ma nwee ike ịbanye na ya atụmanya onu oriri na ike nha nha nha.

Nyocha Mmetụta Ahịa

• Ihe omume US na-achị ụbọchị, na Okwu Powell, ọgụgụ ISM/PMI, na data JOLTS idobe ahịa maka echiche Fed na ihe egwu uto.
• Imepụta Eurozone na CPI, jikọtara ya ọtụtụ okwu ECB, ga-emetụta EUR na nkekọ mkpụrụ atụmanya.
• Data Eshia (China PMI, okushon Japan) na-akpụzi ụda egwu maka mmalite nke izu.
• Data nchịkọta mmanụ nwere ike ịkpali ike n'oge oge na mmegharị ọnụ ahịa nwere mmetụta.

Akara mmetụta mkpokọta: 9/10

Isi ihe nlele:

• Nkọwa nke Powell na Ngosipụta nrụpụta ọnụ ahịa US/ọnụahịa-dị oke egwu maka Nri trajectory.
• Ụda PMI na ECB dabere na EUR-ga-akọwapụta agụụ ihe egwu na ahịa ndị Europe.
• China PMI na Japanese bond auraction- ihe nrịbama mbụ maka ọnọdụ ihe egwu zuru ụwa ọnụ.
• Ihe osise mmanụ nwere ike inye ihe mkpalite mbubreyo maka ọnụ ahịa ọnụ ahịa ejikọta ọnụ.