Weekly Economic Calendar: Week of September 29 - October 4, 2025 ...từ Followme

29 Sep 2025, 10:27 · Views 8,871

Weekly Economic Calendar: Week of September 29 - October 4, 2025 (GMT+8)

This week’s macro calendar is loaded with U.S. events that will guide market sentiment. Key highlights include September PMI data, Q2 GDP results from the UK, Eurozone CPI, U.S. labor market updates, and energy inventories. Investors will be watching closely for clues on growth resilience and Fed policy direction.

Time	Cur.	Events	Fcst	Prev
Thursday, September 30, 2025
09:30	CNY	Manufacturing PMI (Sep)	49.6	49.4
12:30	AUD	RBA Interest Rate Decision (Sep)	3.60%	3.60%
14:00	GBP	GDP (YoY) (Q2)	1.20%	1.30%
14:00	GBP	GDP (QoQ) (Q2)	0.30%	0.70%
21:45	USD	Chicago PMI (Sep)	43.2	41.5
22:00	USD	CB Consumer Confidence (Sep)	95.3	97.4
22:00	USD	JOLTS Job Openings (Aug)	7.150M	7.181M
Wednesday, October 1, 2025
17:00	EUR	CPI (YoY) (Sep)	2.20%	2.00%
20:15	USD	ADP Nonfarm Employment Change (Sep)	53K	54K
21:45	USD	S&P Global Manufacturing PMI (Sep)	52.0	52.0
22:00	USD	ISM Manufacturing PMI (Sep)	49.1	48.7
22:00	USD	ISM Manufacturing Prices (Sep)	64.5	63.7
22:30	USD	Crude Oil Inventories		-0.607M
Thursday, October 2, 2025
20:30	USD	Initial Jobless Claims	229K	218K
Friday, October 2, 2025
20:30	USD	Average Hourly Earnings (MoM) (Sep)	0.30%	0.30%
20:30	USD	Nonfarm Payrolls (Sep)	51K	22K
20:30	USD	Unemployment Rate (Sep)	4.30%	4.30%
21:45	USD	S&P Global Services PMI (Sep)	53.9	54.5
22:00	USD	ISM Non-Manufacturing PMI (Sep)	52.0	52.0
22:00	USD	ISM Non-Manufacturing Prices (Sep)		69.2

Key highlights:

🇨🇳 China PMI (Tue) – September Manufacturing PMI held at 49.4, signaling continued contraction in factory activity.
🇦🇺 RBA Rate Decision (Tue) – The Reserve Bank of Australia kept interest rates unchanged at 3.60%, aligning with market expectations.
🇬🇧 UK GDP (Tue) – Growth slowed in Q2, with YoY at 1.20% (vs. 1.30% prior) and QoQ at 0.30% (vs. 0.70%), suggesting softer momentum.
🇺🇸 U.S. Consumer & Jobs (Tue) – CB Consumer Confidence came at 97.4, while JOLTS Job Openings stood at 7.18M, showing easing labor demand.
🇪🇺 Eurozone CPI (Wed) – September YoY inflation at 2.00% keeps ECB policy in focus.
🇺🇸 U.S. PMI (Wed) – S&P Global Manufacturing PMI forecast at 52 (vs. 53 prior), ISM Manufacturing PMI expected at 48.7, and ISM Prices at 63.7, highlighting inflation persistence in input costs.
🇺🇸 Crude Oil Inventories (Wed) – Prior drawdown of -0.607M, with traders monitoring supply tightness.
🇺🇸 Initial Jobless Claims (Thu) – Previous at 218K, a key labor health metric before Friday’s NFP release.
🇺🇸 Labor Market Focus (Fri) – Nonfarm Payrolls forecast at 22K, Unemployment Rate steady at 4.30%, and Hourly Earnings at 0.30%. These figures will heavily shape expectations for the Fed’s next move.
🇺🇸 Services PMI (Fri) – S&P Global Services PMI at 53.9 (vs. 54.5 prior) and ISM Non-Manufacturing PMI at 52, while ISM Prices jumped to 69.2, pointing to sticky inflationary pressures.

Macro Analysis
🇺🇸 U.S. Economy & Fed Outlook

Labor Market: Jobless claims steady near 218K and subdued payroll growth highlight a cooling but resilient job market.
PMI Signals: Services remain in expansion, but manufacturing lags, showing a two-speed economy.
Inflation Pressures: ISM Prices suggest cost pressures are not easing, complicating Fed’s inflation fight.
Global Outlook: Weak UK GDP and soft Eurozone inflation suggest diverging paths vs. U.S. resilience.

Speculative Outlook for USD Traders
🟢 Bullish USD Scenario

Resilient labor market and strong services PMI support USD strength.
Sticky inflation through ISM Prices reinforces hawkish Fed bias. Trade Ideas: Long USD/JPY, short EUR/USD.

🔴 Bearish USD Scenario

Weak manufacturing PMI and soft payroll growth limit USD upside.
If inflation eases faster than expected, Fed could turn less hawkish. Trade Ideas: Long EUR/USD, long gold.

🟡 Wild Card

A surprise jump in Jobless Claims (well above 218K) could spark downside in USD.
Unexpected CPI or wage growth shifts may trigger high volatility in USD pairs.

Watch full calendar at Followme Economic Calendar Tool
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