Jeremy Oles

Kusinthidwa: 28/08/2025
Gawani izi!
By Kusinthidwa: 28/08/2025
Nthawi(GMT+0/UTC+0)StateImportanceEventForecastPrevious
09:00🇪🇺2 pointsDe Guindos wa ECB Amalankhula--------
12:30???????3 pointsCore PCE Price Index (MoM) (Jul)0.3%0.3%
12:30???????3 pointsCore PCE Price Index (YoY) (Jul)2.9%2.8%
12:30???????2 pointsMalonda a Katundu (Jul)-90.20B-84.85B
12:30???????2 pointsPCE Price index (YoY) (Jul)2.6%2.6%
12:30???????2 pointsPCE mitengo index (MoM) (Jul)0.2%0.3%
12:30???????2 pointsKugwiritsa Ntchito Munthu Payekha (MoM) (Jul)0.5%0.3%
12:30???????2 pointsRetail Inventories Ex Auto (Jul)-----0.1%
13:45???????3 pointsChicago PMI (Aug)46.647.1
14:00???????2 pointsZoyembekeza za Zaka 1 za Kutsika kwa Mtengo ku Michigan (Aug)4.9%4.9%
14:00???????2 pointsZoyembekeza za Zaka 5 za Kutsika kwa Mtengo ku Michigan (Aug)3.9%3.4%
14:00???????2 pointsZoyembekeza za Ogula ku Michigan (Aug)57.257.7
14:00???????2 pointsMichigan Consumer Sentiment (Aug)58.661.7
15:30???????2 pointsAtlanta Fed GDPNow (Q3)2.2%2.2%
17:00???????2 pointsUS Baker Hughes Oil Rig Count----411
17:00???????2 pointsUS Baker Hughes Total Rig Count----538
19:30???????2 pointsCFTC Crude Oil Speculative net positions----120.2K
19:30???????2 pointsMalingaliro a kampani CFTC Gold----212.6K
19:30???????2 pointsCFTC Nasdaq 100 malo ongoyerekeza----33.8K
19:30???????2 pointsCFTC S&P 500 malo ongoyerekeza-----171.5K
19:30🇦🇺2 pointsCFTC AUD zongoyerekeza ukonde maudindo-----94.9K
19:30🇯🇵2 pointsCFTC JPY zongoyerekeza ukonde malo----77.6K
19:30🇪🇺2 pointsCFTC EUR zongoyerekeza ukonde malo----118.7K

Chidule cha Zochitika Zachuma Zomwe Zikubwera pa August 29, 2025

Europe - ECB

De Guindos wa ECB Amalankhula - 09:00 UTC

  • Zotsatira: Misika idzayang'anira ndemanga pa kulimbikira kwa inflation kapena ndondomeko yandalama. Ma toni a hawkish amatha kulimbikitsa yuro; mawu aukali akhoza kuukakamiza.

United States - Inflation, Growth & Sentiment Data

Core PCE Price Index (MoM, Jul) - 12:30 UTC

  • Zoneneratu: + 0.3% (Prev.: + 0.3%)

Core PCE Price Index (YoY, Jul) - 12:30 UTC

  • Zoneneratu: 2.9% (Prev.: 2.8%)

PCE Price Index (MoM & YoY, Jul) - 12:30 UTC

  • Zoneneratu za MoM: + 0.2% (Prev.: + 0.3%)
  • Zoneneratu za YoY: + 2.6% (Prev.: + 2.6%)
  • Zotsatira: PCE ndiyeso ya Fed yomwe imakonda kukwera kwa inflation.
    • 0.3% core MoM imapangitsa kuti kukwera kwa mitengo ikhale yolimba, mwina kuchedwetsa kutsika kwamitengo.
    • Kudabwitsa kulikonse kungachepetse kupsinjika kwa Fed ndikukulitsa ma equity.

Malonda a Katundu (Jul) - 12:30 UTC

  • Zoneneratu: -$90.2B (Prev.:-$84.85B)
  • Zotsatira: Kuchepeka kokulirapo kukuwonetsa kugulitsa kunja kwamphamvu, komwe kungathe kulemera pazoyembekeza za GDP ndi USD.

Kuwononga Kwaumwini (MoM, Jul) - 12:30 UTC

  • Zoneneratu: + 0.5% (Prev.: + 0.3%)
  • Zotsatira: Kugwiritsa ntchito mwamphamvu kumathandizira kukula kwachuma koma kungayambitse nkhawa za inflation.

Retail Inventories Ex Auto (Jul) - 12:30 UTC

  • Zotsatira: -0.1%
  • Zotsatira: Amapereka chidziwitso pamilingo yamasheya; Kutsika kwazinthu zomwe zikuwonetsa kuti makampani amayembekezera kufunikira kocheperako.

Chicago PMI (Aug) - 13:45 UTC

  • Zoneneratu: 46.6 (Prev.: 47.1)
  • Zotsatira: Kuwerengera kwapansi pa 50 kumawonetsa kutsika kopitilira muyeso ku Midwest kupanga, kubera kwa USD ndi ma equities ngati akuchepera kuposa momwe amayembekezera.

Michigan Consumer Data (Aug) - 14:00 UTC

  • Zoyembekeza za Kukwera kwa Ndalama Kwachaka chimodzi: 4.9% (osasintha)
  • Zoyembekeza za Kukwera kwa Ndalama Kwachaka chimodzi: 3.9% (Prev.: 3.4%)
  • Zoyembekeza za Ogula: 57.2 (Prev.: 57.7)
  • Malingaliro a Consumer: 58.6 (Prev.: 61.7)
  • Zotsatira: Zoyembekeza zakukwera kwa nthawi yayitali zitha kusokoneza misika yama bond. Malingaliro ofooketsa akusonyeza kuchedwetsa chidaliro cha banja, kudera nkhaŵa za kukula.

Atlanta Fed GDPNow (Q3) - 15:30 UTC

  • Zoneneratu: 2.2% (osasintha)
  • Zotsatira: Kuwoneka kosasunthika kumawonetsa kukula kwapakatikati; kukonzanso kwakukulu kumathandizira USD.

US Baker Hughes Oil Rig Count - 17:00 UTC

  • Zowonjezera: 411 zida
  • Zotsatira: Zowerengera zotsika kwambiri zimathandizira mitengo yamafuta, zomwe zimakhudza mphamvu zamagetsi komanso katundu wolumikizidwa ndi kukwera kwa mitengo.

CFTC Positioning – 19:30 UTC

  • Mafuta Opanda Mafuta amatalika: 120.2K
  • Ukonde wagolide: 212.6K
  • Nasdaq 100 utali wautali: 33.8K
  • Akabudula a S&P 500: -171.5K
  • Akabudula a AUD: -94.9K
  • Ukonde wa JPY: 77.6K
  • EUR ukonde utali: 118.7K
  • Zotsatira: Kuyika zidziwitso kumapereka zidziwitso zamaganizidwe. Golide wamphamvu ndi zotalika za EUR zikuwonetsa kuti misika ikulimbana ndi mphamvu za USD, pomwe zazifupi zokhazikika zimawonetsa chidwi chowopsa.

Market Impact Analysis

  • Europe: ECB's De Guindos ikhoza kuyambitsa ma EUR kwakanthawi kochepa kutengera kamvekedwe.
  • US: Kuyika kwa data kolemera ndi Core PCE, Personal Spending, ndi Michigan zoyembekeza m'malo owonekera. Ngati PCE ikhalabe yotentha komanso kuyembekezera kwa nthawi yaitali kwa inflation kukwera, kuchepa kwa Fed kungachedwe, kukweza USD koma kulemera kwa ndalama.
  • Mphamvu: Kuwerengera kwa Rig ndi malo a CFTC kumawonjezera kusakhazikika kwamitengo yamafuta.
  • Zowopsa Zonse: Kukhudzidwa kwa msika kudzakhala kwakukulu ku kukwera kwa mitengo ndi zizindikiro za chidaliro cha ogula.

Zotsatira Zonse: 9/10

  • Chifukwa chiyani: ndi Fed's key inflation gauge (Core PCE), chidaliro cha ogula, ndi deta yamalonda zonse zomwe zikuseweredwa, gawoli likhoza kukhazikitsa zoyembekeza za ndondomeko ya Fed mu September.