{"id":11363,"date":"2025-08-25T06:23:19","date_gmt":"2025-08-25T06:23:19","guid":{"rendered":"https:\/\/justmarkets.eu\/?p=11363"},"modified":"2025-08-25T06:23:20","modified_gmt":"2025-08-25T06:23:20","slug":"weekly-overview-2025-08-25","status":"publish","type":"post","link":"https:\/\/justmarkets.eu\/de\/analytics\/weekly-overview-2025-08-25\/","title":{"rendered":"Week&#8217;s main events (August 25 \u2013 August 29)"},"content":{"rendered":"<div class=\"ag-base_page ag-m-format-container\">\n<h1 class=\"ag-base_title-page\">Week&#8217;s main events (August 25 \u2013 August 29)<\/h1>\n<div class=\"ag-analytics-page ag-market-overview-page\">\n<p class=\"ag-analytics_text\">The global rate outlook will remain in focus next week as markets assess the durability of the Federal Reserve\u2019s dovish signals from the Jackson Hole symposium. In the US, personal income, spending, and PCE price indexes will be in the spotlight, along with updated second-quarter GDP estimates. Other key data releases include durable goods orders (which account for the impact of tariffs), inflation data from Australia and Germany, and Canada&#8217;s latest monthly GDP figures. In Europe, the ECB meeting minutes could hint at whether policymakers see room for further rate cuts, and inflation data from key Eurozone countries will also be released. Additionally, Nvidia&#8217;s earnings will provide fresh insight into the sentiment in the AI world after the chip sector has outperformed other stocks in recent sessions.<\/p>\n<div class=\"ag-analytics_title\">Monday, August 25<\/div>\n<div class=\"ag-analytics_title-list\">Usually, Monday is an ordinary trading day with low volatility, but after the Jackson Hole symposium, the week may start very actively. Throughout the day, traders will be closely monitoring the release of New Zealand\u2019s quarterly retail sales report. The indicator is expected to rise by 0.1%, compared to a 0.8% increase in the previous quarter. Weaker-than-expected figures could weigh on the New Zealand dollar. It is a bank holiday in the United Kingdom on Monday.<\/div>\n<div class=\"ag-analytics_title-list__strong\">Main events of the day:<\/div>\n<ul class=\"ag-analytics_list\">\n<li>\u2013 New Zealand Retail Sales (m\/m) at 01:45 (GMT+3);<\/li>\n<li>\u2013 German Ifo Business Climate (m\/m) at 11:00 (GMT+3);<\/li>\n<li>\u2013 US New Home Sales (m\/m) at 17:00 (GMT+3).<\/li>\n<\/ul>\n<div class=\"ag-analytics_title\">Tuesday, August 26<\/div>\n<div class=\"ag-analytics_title-list\">On Tuesday, the key market events are the release of the RBA meeting minutes, the US Durable Goods Orders, and the US CB Consumer Confidence. The RBA minutes are widely expected to confirm easing policy amid cooling inflation (down to 2.7 %). This could pressure the AUD, although cautious language in the minutes might temper the reaction. The US Durable Goods Orders are likely to show a slight decline. A sharper-than-expected decline will strengthen the USD, demonstrating business resilience. The US Consumer Confidence Index, if it beats forecasts, will underscore stabilizing consumer sentiment, providing additional support to the USD.<\/div>\n<div class=\"ag-analytics_title-list__strong\">Main events of the day:<\/div>\n<ul class=\"ag-analytics_list\">\n<li>\u2013 Australia RBA Meeting Minutes at 04:30 (GMT+3);<\/li>\n<li>\u2013 US Durable Goods Orders (m\/m) at 15:30 (GMT+3);<\/li>\n<li>\u2013 US CB Consumer Confidence (m\/m) at 17:00 (GMT+3);<\/li>\n<li>\u2013 Canada BOC Gov Macklem Speaks at 21:45 (GMT+3).<\/li>\n<\/ul>\n<div class=\"ag-analytics_title\">Wednesday, August 27<\/div>\n<div class=\"ag-analytics_title-list\">On Wednesday, an important inflation report from Australia will be released. The July reading is forecasted at 2.0% (versus 1.9% in June). If inflation aligns with or falls below expectations, RBA rate cut expectations may gain traction, potentially exerting downward pressure on the AUD. Conversely, a surprise uptick could provi<\/li>\n<p>de temporary AUD support. Traders should also pay attention to crude oil inventory data. The previous report showed a surprising six million-barrel draw, leading to a sharp rally in oil. The upcoming data may similarly influence oil prices and related currencies. A larger-than-expected draw would support crude and export-oriented currencies, whereas a build could undercut them.<\/p><\/div>\n<div class=\"ag-analytics_title-list__strong\">Main events of the day:<\/div>\n<ul class=\"ag-analytics_list\">\n<li>\u2013 Australia Consumer Price Index (m\/m) at 04:30 (GMT+3);<\/li>\n<li>\u2013 German GfK German Consumer Climate (m\/m) at 09:00 (GMT+3);<\/li>\n<li>\u2013 US Crude Oil Reserves (w\/w) at 17:30 (GMT+3).<\/li>\n<\/ul>\n<div class=\"ag-analytics_title\">Thursday, August 28<\/div>\n<div class=\"ag-analytics_title-list\">On Thursday, market focus will be on the US second-estimate GDP and weekly initial jobless claims, critical gauges of economic momentum, as well as the release of the ECB\u2019s meeting accounts, which may clarify the central bank\u2019s policy trajectory. The US GDP forecasts estimate growth at around 3%, which is higher than the consensus. Confirmation of strong growth is a positive signal for the dollar and stock markets. As for the weekly report on unemployment claims, a decline is expected after an increase to 235,000. However, any data above the forecast will reflect a slowdown in the labor market and could undermine confidence in the pace of economic growth. The ECB minutes may give markets an insight into further steps regarding interest rates. A more dovish tone could put pressure on the euro.<\/div>\n<div class=\"ag-analytics_title-list__strong\">Main events of the day:<\/div>\n<ul class=\"ag-analytics_list\">\n<li>\u2013 Switzerland GDP (q\/q) at 10:00 (GMT+3);<\/li>\n<li>\u2013 Eurozone ECB Monetary Policy Meeting Accounts at 14:30 (GMT+3);<\/li>\n<li>\u2013 US GDP (q\/q) at 15:30 (GMT+3);<\/li>\n<li>\u2013 US Initial Jobless Claims (w\/w) at 15:30 (GMT+3);<\/li>\n<li>\u2013 US Pending Home Sales (m\/m) at 17:00 (GMT+3);<\/li>\n<li>\u2013 US Natural Gas Storage (w\/w) at 17:30 (GMT+3).<\/li>\n<\/ul>\n<div class=\"ag-analytics_title\">Friday, August 29<\/div>\n<div class=\"ag-analytics_title-list\">The PCE Price Index data will become the most important Friday release for investors. This data is also taken into account by the Fed to adjust monetary policy. A modest month-over-month increase of around 0.1-0.2% is expected. With YoY inflation hovering around 2.6%, a higher reading could reinforce the Fed&#8217;s inclination to maintain hawkish policy, supporting the USD. A softer print may reduce rate hike expectations and weigh on the dollar. Also, investors should not miss the Tokyo Core inflation data, which is considered to be a leading indicator of national inflation. The July reading dipped to 2.9% YoY versus the 3.0% forecast, but still above BoJ\u2019s 2% target. The mild cooling of inflation diminishes tightening expectations and pressures the JPY, though inflationary persistence still provides baseline support to the yen. As for Canada&#8217;s GDP report, growth in June was 2.2% year-on-year. In July, much more modest growth of 0.2% is expected. Weak GDP figures will reinforce expectations of policy easing and will be negative for the CAD, while an unexpected improvement will support the currency.<\/div>\n<div class=\"ag-analytics_title-list__strong\">Main events of the day:<\/div>\n<ul class=\"ag-analytics_list\">\n<li>\u2013 Japan Tokyo Core CPI (m\/m) at 02:30 (GMT+3);<\/li>\n<li>\u2013 Japan Unemployment Rate (m\/m) at 02:30 (GMT+3);<\/li>\n<li>\u2013 Japan Retail Sales (m\/m) at 02:50 (GMT+3);<\/li>\n<li>\u2013 German Retail Sales (m\/m) at 09:00 (GMT+3);<\/li>\n<li>\u2013 Switzerland KOF Leading Indicators (m\/m) at 10:00 (GMT+3);<\/li>\n<li>\u2013 German Unemployment Rate (m\/m) at 10:55 (GMT+3);<\/li>\n<li>\u2013 German Inflation Rate (m\/m) at 15:00 (GMT+3);<\/li>\n<li>\u2013 US PCE Price Index (m\/m) at 15:30 (GMT+3);<\/li>\n<li>\u2013 Canada GDP (m\/m) at 15:30 (GMT+3);<\/li>\n<li>\u2013 US Chicago PMI (m\/m) at 16:45 (GMT+3);<\/li>\n<li>\u2013 US Michigan Consumer Expectations (m\/m) at 17:00 (GMT+3).<\/li>\n<\/ul>\n<p class=\"ag-analytics_text\">by <span class=\"author vcard\"><span class=\"fn\">JustMarkets<\/span><\/span>, 2025.08.25<\/p>\n<p><a class=\"ag-base-btn\" href=\"https:\/\/secure.justmarkets.eu\/de\/register\/?sl=1\">Open Account<\/a><\/p>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Week&#8217;s main events (August 25 \u2013 August 29) The global rate outlook will remain in focus next week as markets assess the durability of the Federal Reserve\u2019s dovish signals from the Jackson Hole symposium. In the US, personal income, spending, and PCE price indexes will be in the spotlight, along &#8230;<\/p>\n","protected":false},"author":21,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[328,332,335],"tags":[],"featured_image_src":"","blog_images":{"medium":"","large":""},"acf":[],"aioseo_notices":[],"ams_acf":[{"key":"icon","label":"Icon","value":false}],"_links":{"self":[{"href":"https:\/\/justmarkets.eu\/de\/wp-json\/wp\/v2\/posts\/11363"}],"collection":[{"href":"https:\/\/justmarkets.eu\/de\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/justmarkets.eu\/de\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/justmarkets.eu\/de\/wp-json\/wp\/v2\/users\/21"}],"replies":[{"embeddable":true,"href":"https:\/\/justmarkets.eu\/de\/wp-json\/wp\/v2\/comments?post=11363"}],"version-history":[{"count":1,"href":"https:\/\/justmarkets.eu\/de\/wp-json\/wp\/v2\/posts\/11363\/revisions"}],"predecessor-version":[{"id":11369,"href":"https:\/\/justmarkets.eu\/de\/wp-json\/wp\/v2\/posts\/11363\/revisions\/11369"}],"wp:attachment":[{"href":"https:\/\/justmarkets.eu\/de\/wp-json\/wp\/v2\/media?parent=11363"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/justmarkets.eu\/de\/wp-json\/wp\/v2\/categories?post=11363"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/justmarkets.eu\/de\/wp-json\/wp\/v2\/tags?post=11363"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}