Jeremy Oles

Kusinthidwa: 24/10/2024
Gawani izi!
By Kusinthidwa: 24/10/2024
Nthawi(GMT+0/UTC+0)StateImportancechochitikaMapaPrevious
07:00🇪🇺2 mfundoECB McCaul Amalankhula  ------
12:30???????2 mfundoCore Durable Goods Orders (MoM) (Sep)  -0.1%0.5%
12:30???????3 mfundoDurable Goods Orders (MoM) (Sep) -1.1%0.0%
14:00???????2 mfundoChiyembekezo cha Chaka 1 cha Kutsika kwa Mtengo ku Michigan (Oct)2.9%2.7%
14:00???????2 mfundoChiyembekezo cha Chaka 5 cha Kutsika kwa Mtengo ku Michigan (Oct)3.0%3.1%
14:00???????2 mfundoZoyembekeza za Ogula ku Michigan (Oct)72.972.9
14:00???????2 mfundoMichigan Consumer Sentiment (Oct)68.970.1
14:30???????2 mfundoAtlanta Fed GDPNow (Q3)3.4%3.4%
17:00???????2 mfundoUS Baker Hughes Oil Rig Count482482
17:00???????2 mfundoUS Baker Hughes Total Rig Count---585
19:30???????2 mfundoCFTC Crude Oil Speculative net positions---184.4K
19:30???????2 mfundoMalingaliro a kampani CFTC Gold---286.4K
19:30???????2 mfundoCFTC Nasdaq 100 malo ongoyerekeza---1.4K
19:30???????2 mfundoCFTC S&P 500 malo ongoyerekeza---28.1K
19:30🇦🇺2 mfundoCFTC AUD zongoyerekeza ukonde maudindo---19.3K
19:30🇯🇵2 mfundoCFTC JPY zongoyerekeza ukonde malo---34.1K
19:30🇪🇺2 mfundoCFTC EUR zongoyerekeza ukonde malo---17.1K

Chidule cha Zochitika Zazachuma Zomwe Zikubwera pa Okutobala 25, 2024

  1. ECB McCaul Akulankhula (07:00 UTC):
    Ndemanga zochokera kwa membala wa ECB Supervisory Board Edouard Fernandez-Bollo McCaul atha kupereka chidziwitso pakuwongolera zachuma ndi ndondomeko yandalama mu Eurozone.
  2. Ma Orders a US Core Durable Goods (MoM) (Sep) (12:30 UTC):
    Imatsata zosintha m'maoda atsopano azinthu zokhazikika zomwe sizikuyenda. Zoneneratu: -0.1%, Zam'mbuyo: 0.5%. Kutsika kumatha kuwonetsa kuchepa kwa kufunikira kwa zinthu zokhalitsa.
  3. Ma Orders a US Durable Goods (MoM) (Sep) (12:30 UTC):
    Imayezera kusintha kwa mwezi ndi mwezi kwa maoda azinthu zokhazikika. Zoneneratu: -1.1%, Zam'mbuyo: 0.0%. Kutsika kukuwonetsa kuchepa kwa ndalama zamabizinesi ndi kufunikira kopanga.
  4. Ku US Michigan Zoyembekeza Zakutsika Kwa Mtengo Wachaka (Oct) (1:14 UTC):
    Zoneneratu: 2.9%, M'mbuyomu: 2.7%. Kuwonjezeka kwa ziyembekezo za inflation kungasonyeze kuti ogula akuyembekeza kuti mitengo ipitirire.
  5. Ku US Michigan Zoyembekeza Zakutsika Kwa Mtengo Wachaka (Oct) (5:14 UTC):
    Zoneneratu: 3.0%, Zam'mbuyo: 3.1%. Zoyembekeza zokhazikika za nthawi yayitali zikuwonetsa kuwongolera kwa inflation.
  6. Zoyembekeza za Ogula ku US Michigan (Oct) (14:00 UTC):
    Zoneneratu: 72.9, Patsogolo: 72.9. Imatsatira malingaliro a ogula pazachuma. Chiwerengero chokwera chimasonyeza chiyembekezo chachikulu cha kukula kwachuma m'tsogolomu.
  7. US Michigan Consumer Sentiment (Oct) (14:00 UTC):
    Zoneneratu: 68.9, Patsogolo: 70.1. Kutsika kwamalingaliro kungasonyeze kutsika kwa chidaliro pazachuma, zomwe zingapangitse kuti ogula achepetse ndalama.
  8. Atlanta Fed GDPNow (Q3) (14:30 UTC):
    Kuyerekeza kwanthawi yeniyeni kwa kukula kwa GDP ya US pa Q3. Zoneneratu: 3.4%, M'mbuyomu: 3.4%. Palibe kusintha komwe kukuyembekezeka.
  9. US Baker Hughes Oil Rig Count (17:00 UTC):
    Imayesa kuchuluka kwa zida zopangira mafuta ku US. Previous: 482. Kuwonjezeka kumawonetsa kukwera kwamafuta.
  10. US Baker Hughes Total Rig Count (17:00 UTC):
    Imayezera kuchuluka kwa zida zogwiritsira ntchito mafuta ndi gasi. Previous: 585. Zosintha zikuwonetsa zochitika mu gawo la mphamvu.
  11. CFTC Speculative Net Positions (19:30 UTC):
    • Malo Amafuta Opanda Mafuta (Yam'mbuyo: 184.4K): Imawonetsa malingaliro amsika pamitengo yamafuta osakhazikika.
    • Golide Net Positions (Yam'mbuyo: 286.4K): Imatsata zongopeka zamtsogolo zagolide.
    • Nasdaq 100 Net Positions (Yam'mbuyo: 1.4K): Imawonetsa momwe msika uliri mum'tsogolo wa Nasdaq 100.
    • S&P 500 Net Positions (Yam'mbuyo: 28.1K): Imayesa malingaliro ongopeka mu S&P 500 zam'tsogolo.
    • AUD Net Positions (Yam'mbuyo: 19.3K): Tsambali likuwonetsa phindu la kutembenuka kwa Aussie dollar kulowa Aussie dollar.
    • JPY Net Positions (Yam'mbuyo: 34.1K): Imayesa malingaliro ongopeka mu yen yaku Japan.
    • EUR Net Positions (Yam'mbuyo: 17.1K): Imawonetsa malingaliro aku euro m'misika yam'tsogolo.

Market Impact Analysis

  • Zolankhula za ECB McCaul:
    Ndemanga zochokera kwa akuluakulu a ECB zitha kukhudza EUR kutengera ngati kamvekedwe kake ndi kopanda pake kapena kopanda pake pankhani yandalama.
  • Maoda a Katundu Okhazikika ku US:
    Kutsika kwa maoda azinthu zokhazikika kungapangitse kufooketsa kufunikira kwa bizinesi ndi ndalama zamabizinesi, zomwe zitha kulemera pa USD. Zambiri kuposa zomwe zimayembekezeredwa zitha kuthandiza USD.
  • US Michigan Consumer Sentiment & Inflation Zoyembekeza:
    Zoyembekeza zakukwera kwa mitengo yamtengo wapatali kapena kufooka kwa ogula kungasonyeze nkhawa za ogula pazovuta zamitengo, zomwe zingathe kufooketsa USD chifukwa zimabweretsa mantha akukula pang'onopang'ono kwachuma. Malingaliro amphamvu kapena ziyembekezo zotsika za kukwera kwa mitengo zingathandize USD.
  • US Baker Hughes Rig Amawerengera:
    Kukwera kwamitengo yamafuta ndi gasi kungawonetse kuchuluka kwa kupanga, zomwe zitha kutsitsa mitengo yamafuta. Kutsika kumatha kuwonetsa kutsika mtengo, zomwe zitha kukweza mitengo.
  • CFTC Speculative positions:
    Kusintha kwa malo ongopeka kumapereka chidziwitso pamalingaliro amsika pazinthu zosiyanasiyana, kuphatikiza mafuta, golide, ma indices, ndi ndalama zazikulu monga EUR, JPY, ndi AUD.

Zotsatira Zonse

Kusasinthasintha:
Zochepa, zokhala ndi kayendetsedwe ka msika koyendetsedwa ndi data yokhazikika ya US, malingaliro a ogula, ndi ziyembekezo za kukwera kwa mitengo. Kuyika mongoyerekeza komanso kuchuluka kwamafuta kumathandizira kuti pakhale kusakhazikika, makamaka m'misika yamalonda ndi ndalama.

Zotsatira: 6/10, monga kuyitanitsa katundu wokhazikika, malingaliro a ogula, ndi malankhulidwe a ECB zidzasintha ziyembekezo za msika zanthawi yayitali pakukula, kukwera kwa mitengo, ndi zisankho zandalama.