{"id":11315,"date":"2025-08-11T06:24:10","date_gmt":"2025-08-11T06:24:10","guid":{"rendered":"https:\/\/justmarkets.eu\/?p=11315"},"modified":"2025-08-11T06:24:11","modified_gmt":"2025-08-11T06:24:11","slug":"weekly-overview-2025-08-11","status":"publish","type":"post","link":"https:\/\/justmarkets.eu\/it\/analytics\/weekly-overview-2025-08-11\/","title":{"rendered":"Week&#8217;s main events (August 11 \u2013 August 15)"},"content":{"rendered":"<div class=\"ag-base_page ag-m-format-container\">\n<h1 class=\"ag-base_title-page\">Week&#8217;s main events (August 11 \u2013 August 15)<\/h1>\n<div class=\"ag-analytics-page ag-market-overview-page\">\n<p class=\"ag-analytics_text\">This week, market participants will closely monitor developments in US\u2013China trade negotiations ahead of the August 12 deadline, after which tariffs exceeding 100% may be imposed if no agreement is reached. Geopolitical risks will remain in focus, with Presidents Trump and Putin expected to meet to advance a resolution to the conflict in Ukraine. In the United States, a busy data calendar includes releases of the Consumer Price Index, Producer Price Index, retail sales, industrial production, and the preliminary University of Michigan consumer sentiment reading. The Reserve Bank of Australia is set to deliver its monetary policy decision, with consensus expectations pointing to a 25-bps rate cut. Globally, attention will center on China\u2019s industrial production, retail sales, and new yuan loans; Eurozone GDP and Germany\u2019s ZEW economic sentiment; Japan\u2019s preliminary Q2 GDP; and the United Kingdom\u2019s GDP, labor market figures, industrial production, and trade data.<\/p>\n<div class=\"ag-analytics_title\">Monday, August 11<\/div>\n<div class=\"ag-analytics_title-list\">On Monday, markets will be watching Norway\u2019s consumer inflation data, with monthly CPI expected to slow to around 0.2%, compared to 0.4% in June, marking the smallest uptick in three months. Year-over-year inflation is anticipated to hold steady at 3.0%, unchanged from June. The elevated core inflation suggests that disinflation is proceeding slowly, and supports the case for a cautious monetary policy stance ahead.<\/div>\n<div class=\"ag-analytics_title-list__strong\">Main events of the day:<\/div>\n<ul class=\"ag-analytics_list\">\n<li>\u2013 Norway Inflation Rate (m\/m) at 09:00 (GMT+3).<\/li>\n<\/ul>\n<div class=\"ag-analytics_title\">Tuesday, August 12<\/div>\n<div class=\"ag-analytics_title-list\">On Tuesday, the spotlight will be on the Reserve Bank of Australia, with analysts expecting a 25-bps rate cut to 3.60%, and markets pricing in the possibility of another move to 3.35% by year-end. This is a clear dovish shift that could weigh on the AUD, though it may offer support to domestic demand. Later in the day, all eyes turn to the US CPI; the August 12 release will be critical for shaping expectations ahead of the September FOMC meeting. Even a mild upside surprise could reinforce the \u201chigher for longer\u201d narrative and support the USD. In the UK, labor market data is set to show average earnings growth around 5% y\/y, the lowest since October 2024, but still elevated enough to keep the BoE leaning hawkish, which could provide some underlying support for GBP.<\/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 NAB Business Confidence (m\/m) at 04:30 (GMT+3);<\/li>\n<li>\u2013 Australia RBA Interest Rate Decision (m\/m) at 07:30 (GMT+3);<\/li>\n<li>\u2013 Australia RBA Monetary Policy Statement (m\/m) at 07:30 (GMT+3);<\/li>\n<li>\u2013 UK Average Earnings Index (m\/m) at 09:00 (GMT+3);<\/li>\n<li>\u2013 UK Claimant Count Change (m\/m) at 09:00 (GMT+3);<\/li>\n<li>\u2013 UK Unemployment Rate (m\/m) at 09:00 (GMT+3);<\/li>\n<li>\u2013 German ZEW Economic Sentiment (m\/m) at 12:00 (GMT+3);<\/li>\n<li>\u2013 Eurozone ZEW Economic Sentiment (m\/m) at 12:00 (GMT+3);<\/li>\n<li>\u2013 US Consumer Price Index (m\/m) at 15:30 (GMT+3).<\/li>\n<\/ul>\n<div class=\"ag-analytics_title\">Wednesday, August 13<\/div>\n<div class=\"ag-analytics_title-list\">On Wednesday, attention turns to Japan\u2019s Producer Price Index (PPI). June\u2019s reading is expected to show 2.9% year-over-year, matching expectations and marking the slowest producer inflation since August 2024. A figure that underperforms could weigh on the JPY, signaling milder upstream inflation pressures. Equally important is Australia\u2019s Wage Price Index (WPI) for Q2, where the market expects a quarterly rise of around 0.8%, compared to a previous 0.9% gain. A soft print may dampen inflation outlook and pressure AUD, while a beat could support expectations for more sustained RBA caution.<\/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 Producer Price Index (m\/m) at 02:50 (GMT+3);<\/li>\n<li>\u2013 Australia Wage Price Index (q\/q) at 04:30 (GMT+3);<\/li>\n<li>\u2013 German Consumer Price Index (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 14<\/div>\n<div class=\"ag-analytics_title-list\">On Thursday, traders will focus on Australia\u2019s unemployment rate, with the June reading rising to 4.3%, up from 4.1% in May, signaling loosening labor market conditions and reinforcing expectations for further RBA easing. This deterioration in employment data is dovish for the AUD. Across Europe, the UK GDP report is expected to show sluggish growth, most projections anticipate full-year GDP expansion of around 0.7%, a modest pace that points to persistent economic softness and supports the Bank of England\u2019s cautious stance. In the Eurozone, preliminary flash estimates indicate a 0.1% q\/q rise in GDP for Q2, just up from Q1 levels, confirming a fragile growth trajectory.<\/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 Unemployment Rate (m\/m) at 04:30 (GMT+3);<\/li>\n<li>\u2013 UK GDP (q\/q) at 09:00 (GMT+3);<\/li>\n<li>\u2013 UK Industrial Production (m\/m) at 09:00 (GMT+3);<\/li>\n<li>\u2013 UK Manufacturing Production (m\/m) at 09:00 (GMT+3);<\/li>\n<li>\u2013 UK Trade Balance (m\/m) at 09:00 (GMT+3);<\/li>\n<li>\u2013 Switzerland Producer Price Index (m\/m) at 09:30 (GMT+3);<\/li>\n<li>\u2013 Eurozone Employment Change (m\/m) at 12:00 (GMT+3);<\/li>\n<li>\u2013 Eurozone Industrial Production (m\/m) at 12:00 (GMT+3);<\/li>\n<li>\u2013 Eurozone GDP (q\/q) at 12:00 (GMT+3);<\/li>\n<li>\u2013 US Producer Price Index (m\/m) 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 Natural Gas Storage (w\/w) at 17:30 (GMT+3).<\/li>\n<\/ul>\n<div class=\"ag-analytics_title\">Friday, August 15<\/div>\n<div class=\"ag-analytics_title-list\">On Friday, the spotlight lands on Japan\u2019s GDP, where the government recently downgraded its fiscal projection to 0.7% for the year ending March 2026, down from 1.2% due to drag from US tariffs and weak consumer demand. This softer outlook could temper expectations for BoJ tightening and weigh on the JPY. In China, markets will be watching a trio of key metrics: industrial production, retail sales, and unemployment. Recent patterns suggest sluggish momentum: August\u2019s industrial production and retail sales both missed expectations, showing moderated growth in factory output and consumer spending, while urban unemployment stayed at 5.0%. These trends signal continued economic headwinds and could dampen appetite for the CNY. The US Retail Sales release rounds out the day with underlying strength. June figures show a 0.6% month-over-month increase and a 3.9% year-over-year gain in total retail and food services, signaling resilient consumer demand. This robust performance supports the USD and may reinforce views of sustained consumer-driven growth.<\/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 GDP (m\/m) at 02:50 (GMT+3);<\/li>\n<li>\u2013 China Industrial Production (m\/m) at 05:00 (GMT+3);<\/li>\n<li>\u2013 China Unemployment Rate (m\/m) at 05:00 (GMT+3);<\/li>\n<li>\u2013 China Retail Sales (m\/m) at 05:00 (GMT+3);<\/li>\n<li>\u2013 US Retail Sales (m\/m) at 15:30 (GMT+3);<\/li>\n<li>\u2013 US NY Empire State Manufacturing Index (m\/m) at 15:30 (GMT+3);<\/li>\n<li>\u2013 US Industrial Production (m\/m) at 16:15 (GMT+3);<\/li>\n<li>\u2013 US Michigan Consumer Sentiment (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>, 2025.08.11<\/p>\n<p><a class=\"ag-base-btn\" href=\"https:\/\/secure.justmarkets.eu\/it\/register\/?sl=1\">Open Account<\/a><\/p>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Week&#8217;s main events (August 11 \u2013 August 15) This week, market participants will closely monitor developments in US\u2013China trade negotiations ahead of the August 12 deadline, after which tariffs exceeding 100% may be imposed if no agreement is reached. Geopolitical risks will remain in focus, with Presidents Trump and Putin &#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":[187,329,339],"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\/it\/wp-json\/wp\/v2\/posts\/11315"}],"collection":[{"href":"https:\/\/justmarkets.eu\/it\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/justmarkets.eu\/it\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/justmarkets.eu\/it\/wp-json\/wp\/v2\/users\/21"}],"replies":[{"embeddable":true,"href":"https:\/\/justmarkets.eu\/it\/wp-json\/wp\/v2\/comments?post=11315"}],"version-history":[{"count":1,"href":"https:\/\/justmarkets.eu\/it\/wp-json\/wp\/v2\/posts\/11315\/revisions"}],"predecessor-version":[{"id":11322,"href":"https:\/\/justmarkets.eu\/it\/wp-json\/wp\/v2\/posts\/11315\/revisions\/11322"}],"wp:attachment":[{"href":"https:\/\/justmarkets.eu\/it\/wp-json\/wp\/v2\/media?parent=11315"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/justmarkets.eu\/it\/wp-json\/wp\/v2\/categories?post=11315"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/justmarkets.eu\/it\/wp-json\/wp\/v2\/tags?post=11315"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}