Jeremy Oles

Kusinthidwa: 25/08/2025
Gawani izi!
By Kusinthidwa: 25/08/2025
Nthawi(GMT+0/UTC+0)StateImportanceEventForecastPrevious
01:30🇦🇺2 pointsMphindi za Msonkhano wa RBA--------
05:00🇯🇵2 pointsBoJ Core CPI (YoY)2.4%2.3%
12:30???????2 pointsCore Durable Goods Orders (MoM) (Jul)0.3%0.2%
12:30???????2 pointsDurable Goods Orders (MoM) (Jul)-4.0%-9.4%
13:00???????2 pointsS&P/CS HPI Composite - 20 n.s.a. (YoY) (Jun)2.9%2.8%
13:00???????2 pointsS&P/CS HPI Composite - 20 nsa (MoM) (Jun)----0.4%
14:00???????3 pointsCB Consumer Confidence (Aug)96.397.2
15:30???????2 pointsAtlanta Fed GDPNow (Q3) 2.3%2.3%
17:00???????2 pointsZaka 2 Zogulitsa Zolemba----3.920%
20:30???????2 pointsAPI Weekly Crude Mafuta Stock Stock-----2.400M

Chidule cha Zochitika Zachuma Zomwe Zikubwera pa August 26, 2025

Asia-Pacific - Australia ndi Japan

Mphindi za Msonkhano wa RBA - 01:30 UTC

  • Zotsatira: Amapereka zidziwitso pamalingaliro a Reserve Bank of Australia. Misika idzayang'ana kwambiri momwe bolodi iliri pafupi kwambiri kuti ipitirire patsogolo kapena ngati kuyimitsidwa kwa ndondomeko ndikotheka. Kusasunthika kwa AUD kumayembekezereka ngati kamvekedwe kakusiyana ndi ma sign aposachedwa.

BoJ Core CPI (YoY, Jul) - 05:00 UTC

  • Zoneneratu: 2.4% (Prev. 2.3%)
  • Zotsatira: Kukwera pang'ono kumasunga kukwera kwamitengo pamwamba pa chandamale, ndikusungabe kukakamiza kwa BoJ. Zowerengera zapamwamba zimathandizira JPY, pomwe data yocheperako imatha kulimbikitsa kufewa kwa yen.

United States - Deta ya Nyumba, Ogula, ndi Maoda

Ma Orders a Core Durable Goods (MoM, Jul) - 12:30 UTC

  • Zoneneratu: + 0.3% (Prev. + 0.2%)
  • Zotsatira: Imawonetsa mphamvu zamabizinesi oyika ndalama kupatula zinthu zosasinthika. Deta yamphamvu imathandizira USD ndi malingaliro achilungamo.

Ma Orders Okhazikika (MoM, Jul) - 12:30 UTC

  • Zoneneratu: -4.0% (Prev. -9.4%)
  • Zotsatira: Kutsika pang'ono kumasonyeza kukhazikika pambuyo pofooka kale. Kutsika kwakukulu kungathe kukakamiza equities ndi zokolola za bond kutsika.

S&P/Case-Shiller HPI (Jun) – 13:00 UTC

  • Zoneneratu za YoY: + 2.9% (Prev. + 2.8%)
  • Amayi Prev.: + 0.4%
  • Zotsatira: Kupitilira kukula kwamitengo yanyumba kukuwonetsa kufunikira kwa nyumba zomata ngakhale mitengo yanyumba ndi yokwera. Kuphonya kungachepetse chidaliro pakukonzanso nyumba.

CB Consumer Confidence (Aug) - 14:00 UTC

  • Zoneneratu: 96.3 (Prev. 97.2)
  • Zotsatira: Dip ikuwonetsa kuti ogula akukhala osamala, akumaganizira za equity. Kudalira kwakukulu kuposa momwe kumayembekezereka kungathandize chiwopsezo cha kudya.

Atlanta Fed GDPNow (Q3) - 15:30 UTC

  • Zoneneratu: 2.3% (mofanana ndi kale)
  • Zotsatira: Imatsimikizira kukula kokhazikika koma kocheperako. Misika idzachitapo kanthu mwamphamvu pokhapokha ngati chitsanzo chikusiyana kwambiri.

Kugulitsa kwa Zaka zitatu - 2:17 UTC

  • Patsogolo: 3.920%
  • Zotsatira: Kufuna kwa malonda kumakhudza zokolola kwakanthawi kochepa komanso zoyembekeza za Fed. Kufuna kofooka kumatha kukweza zokolola, kulimbitsa USD.

API Weekly Crude Oil Stock - 20:30 UTC

  • Patsogolo: -2.400M
  • Zotsatira: Kutsika kwina kungathandize mitengo yamafuta, pomwe chodabwitsa chimamanga misika yamagetsi.

Market Impact Analysis

  • Asia: Deta ya BoJ CPI ikhoza kusuntha JPY ngati inflation ikudutsa kwambiri. Mphindi za RBA zimapanga ziyembekezo za AUD patsogolo pa Seputembala.
  • US: Katundu wokhazikika komanso chidaliro cha ogula chimalamulira malingaliro apakati pa gawoli. Maoda amphamvu komanso chidaliro chokhazikika = bullish USD ndi ndalama. Kufooka kungayambitse ngozi.
  • Mphamvu: Mafuta amatha kuwona kusinthasintha mochedwa kutengera deta ya API, ndikupitilira muzoyembekeza za kukwera kwa mitengo.

Zotsatira Zonse: 8/10

  • Zowonera zazikulu: Katundu wokhazikika waku US, chidaliro cha ogula, komanso kukwera kwa mitengo kwa BoJ.
  • Amafuna kusinthasintha kwapakatikati mpaka kukwera kwambiri mu USD, equities, mafuta, ndi JPY.