Jeremy Oles
Nuduhake!
| Wektu (GMT+0/UTC+0) | State | pentinge | Event | | Sadurunge |
| 01:30 |  | 2 points | Akun saiki (Q2) | -15.9B | -14.7B |
| 03:35 |  | 2 points | 10-Taun JGB Lelang | ---- | 1.462% |
| 09:00 |  | 2 points | CPI Inti (YoY) (Agustus) | 2.2% | 2.3% |
| 09:00 | | 2 points | CPI (MoM) (Agustus) | ---- | 0.0% |
| 09:00 | | 3 points | CPI (YoY) (Agustus) | 2.0% | 2.0% |
| 11:30 | | 2 points | Elderson ECB Ngomong | ---- | ---- |
| 13:45 |  | 3 points | S&P Global Manufacturing PMI (Aug) | 53.3 | 49.8 |
| 14:00 | | 2 points | Pengeluaran Konstruksi (MoM) (Jul) | -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 | ISM Manufacturing Prices (Aug) | 65.1 | 64.8 |
| 17:00 | | 2 points | Atlanta Fed GDPSaiki (Q3) | 3.5% | 3.5% |
Ringkesan acara ekonomi sing bakal teka ing September 2, 2025
Asia - Australia lan Jepang
Australia - Akun Saiki (Q2) - 01:30 UTC
- Prakiraan: -15.9B (Prev.: -14.7B)
- Impact: Defisit sing luwih akeh nuduhake kinerja perdagangan sing luwih ringkih, bisa uga nimbang AUD, utamane yen rega komoditas tetep ana ing tekanan.
Japan - 10-Taun JGB Auction - 03:35 UTC
- Prev. ngasilaken: 1.462%
- Impact: Panjaluk lelang bakal mbentuk asil JGB. Panjaluk sing kuat tetep ngasilake kurang lan ndhukung JPY; panjaluk sing ringkih bisa nyurung panenan sing luwih dhuwur, JPY sing lemah.
Eropa - Inflasi & Komentar ECB
CPI Zona Euro (Agustus) - 09:00 UTC
- CPI inti YoY: 2.2% (Sadurungé: 2.3%)
- Judul CPI YoY: 2.0% (Sadurungé: 2.0%)
- CPI Ibu: Flat samesthine (Prev.: 0.0%)
- Impact: Inflasi tetep ajeg / rada alus nuduhake kabijakan ECB bisa tetep waspada. A sudo surprise bisa weaken EUR; inflasi sing luwih kuwat tinimbang sing diarepake bisa nyebabake pangarepan hawkish.
ECB's Elderson Speaks - 11:30 UTC
- Impact: Fokus bakal ana ing sikap babagan ketekunan inflasi lan pelonggaran moneter. Nada Hawkish ndhukung EUR, nada dovish meksa.
Amerika Serikat - Prospek Manufaktur & Pertumbuhan
S&P Global Manufacturing PMI (Aug) - 13:45 UTC
- Prakiraan: 53.3 (Pr.: 49.8)
- Impact: Pemulihan sing cetha dadi sinyal ekspansi rebound industri, positif kanggo USD lan ekuitas.
Belanja Konstruksi (MoM, Jul) - 14:00 UTC
- Prakiraan: -0.1% (Sadurungé: -0.4%)
- Impact: Kontraksi terus ing konstruksi bakal negatif kanggo prospek pertumbuhan AS, utamane sektor sing gegandhengan karo omah.
PMI & Rega Manufaktur ISM (Agustus) - 14:00 UTC
- Prakiraan PMI: 48.9 (Pr.: 48.0)
- Prakiraan rega: 65.1 (Pr.: 64.8)
- Impact: Pemulihan PMI sing sithik isih menehi tandha kontraksi, dene rega dhuwur nggambarake tekanan inflasi. Campuran iki bisa nyebabake kabijakan Fed-pertumbuhan lemah, nanging biaya tetep dhuwur.
Atlanta Fed GDPNow (Q3) - 17:00 UTC
- Prakiraan: 3.5% (padha)
- Impact: Perkiraan pelacakan sing kuat nandheske ketahanan ing wutah AS, ndhukung USD lan ngasilake.
Analisis Dampak Pasar
- Asia: AUD kamungkinan ditekan dening nggedhekake defisit akun saiki, nalika lelang JGB bisa ngganti sentimen yen gumantung saka panjaluk.
- Eropah: Eurozone CPI minangka pembalap utama-inflasi datar njaga EUR ing tekanan kajaba komentar ECB dadi hawkish.
- AS: Pembacaan PMI minangka pivotal. A rebound kuwat (S&P 53.3, ISM cedhak 49) bebarengan karo tekanan rega dhuwur bisa nguatake USD lan ngangkat asil, nalika data sing lemah bakal nyegerake rasa wedi resesi lan milih ekuitas.
Skor Dampak Sakabèhé: 8/10
- Kenapa: Data manufaktur AS lan inflasi zona Euro ndominasi, kanthi potensial kanggo mindhah USD, EUR, lan pasar ekuitas sacara signifikan. Data inflasi PMI + perusahaan sing kuat bisa miringake sentimen Kabijakan Fed lan ECB "luwih dhuwur luwih suwe"..
