Jeremy Oles
Pin!
| Àkókò(GMT+0/UTC+0) | State | pataki | iṣẹlẹ | apesile | Ti tẹlẹ |
| 00:30 |  | 2 ojuami | Awọn ifọwọsi Ilé (MoM) (Oṣu Kẹwa) | 1.2% | 4.4% |
| 00:30 | | 2 ojuami | Awọn ere Ṣiṣẹpọ ti Ile-iṣẹ (QoQ) (Q3) | 0.6% | -5.3% |
| 01:30 | | 2 ojuami | Titaja soobu (MoM) (Oṣu Kẹwa) | 0.4% | 0.1% |
| 01:45 |  | 2 ojuami | PMI iṣelọpọ Caixin (Oṣu kọkanla) | 50.6 | 50.3 |
| 09:00 |  | 2 ojuami | PMI iṣelọpọ agbegbe Eurozone HCOB (Oṣu kọkanla) | 45.2 | 46.0 |
| 10:00 | | 2 ojuami | Alakoso ECB Lagarde Sọ | --- | --- |
| 10:00 | | 2 ojuami | Oṣuwọn Alainiṣẹ (Oṣu Kẹwa) | 6.3% | 6.3% |
| 14:45 |  | 3 ojuami | S&P Agbaye iṣelọpọ AMẸRIKA PMI (Oṣu kọkanla) | 48.8 | 48.5 |
| 15:00 | | 2 ojuami | Inawo Ikọle (MoM) (Oṣu Kẹwa) | 0.2% | 0.1% |
| 15:00 | | 2 ojuami | Iṣẹ iṣelọpọ ISM (Oṣu kọkanla) | --- | 44.4 |
| 15:00 | | 3 ojuami | PMI iṣelọpọ ISM (Oṣu kọkanla) | 47.7 | 46.5 |
| 15:00 | | 3 ojuami | Awọn idiyele iṣelọpọ ISM (Oṣu kọkanla) | 55.2 | 54.8 |
| 20:15 | | 2 ojuami | Je Waller Sọ | --- | --- |
| 20:30 | | 2 ojuami | CFTC Epo robi speculative net awọn ipo | --- | 193.9K |
| 20:30 | | 2 ojuami | CFTC Gold speculative net awọn ipo | --- | 234.4K |
| 20:30 | | 2 ojuami | CFTC Nasdaq 100 speculative net awọn ipo | --- | 19.8K |
| 20:30 | | 2 ojuami | CFTC S & P 500 speculative net awọn ipo | --- | 34.9K |
| 20:30 | | 2 ojuami | CFTC AUD speculative net awọn ipo | --- | 31.6K |
| 20:30 |  | 2 ojuami | CFTC JPY speculative net awọn ipo | --- | -46.9K |
| 20:30 | | 2 ojuami | CFTC EUR speculative net awọn ipo | --- | -42.6K |
| 21:30 | | 2 ojuami | Ọmọ ẹgbẹ FOMC Williams sọrọ | --- | --- |
Akopọ ti Awọn iṣẹlẹ Iṣowo ti Nbọ ni Oṣu kejila ọjọ 2, Ọdun 2024
- Data ti ọrọ-aje Australia (00:30–01:30 UTC):
- Awọn ifọwọsi Ilé (MoM) (Oṣu Kẹwa): Asọtẹlẹ: 1.2%, Ti tẹlẹ: 4.4%.
Ṣe iwọn awọn ayipada ninu nọmba awọn iṣẹ akanṣe ile titun ti a fọwọsi. Nọmba kekere kan le ṣe iwọn lori AUD, lakoko ti awọn ifọwọsi ti o lagbara yoo ṣe afihan resilience ni eka ikole. - Awọn ere Ṣiṣẹpọ ti Ile-iṣẹ (QoQ) (Q3): Asọtẹlẹ: 0.6%, Ti tẹlẹ: -5.3%.
Ṣe afihan ere ile-iṣẹ. Ipadabọ yoo ṣe atilẹyin AUD, nfihan ilọsiwaju eto-ọrọ. - Titaja soobu (MoM) (Oṣu Kẹwa): Asọtẹlẹ: 0.4%, Ti tẹlẹ: 0.1%.
Awọn tita ọja soobu ti o ga julọ daba ibeere alabara ti o lagbara, atilẹyin AUD, lakoko ti awọn isiro alailagbara yoo ṣe afihan iṣọra laarin awọn alabara.
- Awọn ifọwọsi Ilé (MoM) (Oṣu Kẹwa): Asọtẹlẹ: 1.2%, Ti tẹlẹ: 4.4%.
- China Caixin Ṣiṣe PMI (Oṣu kọkanla) (01:45 UTC):
- Asọtẹlẹ: 50.6, ti tẹlẹ: 50.3.
A kika loke 50 tọkasi imugboroosi ni iṣelọpọ. Awọn data ti o lagbara yoo ṣe atilẹyin CNY ati igbelaruge itara eewu ni agbaye, lakoko ti data alailagbara yoo tọka iṣẹ ṣiṣe fa fifalẹ.
- Asọtẹlẹ: 50.6, ti tẹlẹ: 50.3.
- Data Aje Eurozone (09:00–10:00 UTC):
- PMI iṣelọpọ HCOB (Oṣu kọkanla): Asọtẹlẹ: 45.2, Ti tẹlẹ: 46.0.
PMI ni isalẹ 50 tọkasi ihamọ. Nọmba alailagbara le ṣe iwọn lori EUR, lakoko ti ilọsiwaju ṣe afihan imularada ti o pọju. - Oṣuwọn Alainiṣẹ (Oṣu Kẹwa): Asọtẹlẹ: 6.3%, Ti tẹlẹ: 6.3%.
Iduroṣinṣin alainiṣẹ ni imọran ọja laala ti o ni atunṣe, atilẹyin EUR. - Alakoso ECB Lagarde Sọ (10:00 UTC):
Awọn asọye Hawkish yoo ṣe atilẹyin fun EUR nipa imudara awọn ireti imunadoko, lakoko ti awọn asọye dovish le rọ owo naa.
- PMI iṣelọpọ HCOB (Oṣu kọkanla): Asọtẹlẹ: 45.2, Ti tẹlẹ: 46.0.
- Awọn iṣelọpọ AMẸRIKA ati Data Ikole (14:45–15:00 UTC):
- PMI Ṣiṣejade Agbaye S&P (Oṣu kọkanla): Asọtẹlẹ: 48.8, Ti tẹlẹ: 48.5.
- PMI iṣelọpọ ISM (Oṣu kọkanla): Asọtẹlẹ: 47.7, Ti tẹlẹ: 46.5.
- Awọn idiyele iṣelọpọ ISM (Oṣu kọkanla): Asọtẹlẹ: 55.2, Ti tẹlẹ: 54.8.
- Inawo Ikọle (MoM) (Oṣu Kẹwa): Asọtẹlẹ: 0.2%, Ti tẹlẹ: 0.1%.
Ilọsiwaju ni iṣelọpọ PMI tabi inawo ikole yoo tọkasi resilience aje, atilẹyin USD. Ilọkuro siwaju sii ni PMI tabi awọn iṣiro inawo ailagbara le ṣe iwọn lori owo naa.
- Awọn ipo akiyesi CFTC (20:30 UTC):
- Tọpasẹ awọn itara speculative ni epo robi, goolu, awọn equities, Ati pataki owo.
Awọn iyipada ninu awọn ipo nẹtiwọọki ṣe afihan awọn iyipada ninu itara ọja ati awọn aṣa iwaju.
- Tọpasẹ awọn itara speculative ni epo robi, goolu, awọn equities, Ati pataki owo.
- Ọrọ asọye Fed (20:15 & 21:30 UTC):
- Fed Waller Sọ (20:15 UTC): Awọn imọran sinu itọsọna eto imulo Fed.
- Ọmọ ẹgbẹ FOMC Williams Sọ (21:30 UTC): Le ni agba awọn ireti fun afikun ati awọn ọna oṣuwọn anfani. Awọn ohun orin Hawkish yoo ṣe atilẹyin USD, lakoko ti awọn akiyesi dovish le ṣe iwọn lori rẹ.
Oja Ipa Analysis
- Data Australian:
Ipadabọ awọn ere ile-iṣẹ, awọn tita soobu ti o ga julọ, tabi awọn ifọwọsi ile ti o lagbara yoo ṣe atilẹyin AUD, ṣe afihan imularada eto-ọrọ aje. Awọn data alailagbara le dinku imọlara. - PMI iṣelọpọ China:
Kika kika ti o ni okun sii yoo ṣe atilẹyin itara eewu agbaye ati awọn owo nina ti o ni asopọ eru bi AUD, lakoko ti data alailagbara le ṣe afihan idinku ibeere agbaye. - Data Eurozone & Ọrọ Lagarde:
PMI ti o lagbara tabi data alainiṣẹ ati asọye ECB hawkish yoo ṣe atilẹyin EUR. Awọn isiro iṣelọpọ alailagbara tabi awọn akiyesi dovish le ṣe iwọn lori owo naa. - Data iṣelọpọ AMẸRIKA & Ọrọ asọye Fed:
Resilience ni ISM ati S&P PMI, inawo ikole, tabi asọye Fed hawkish yoo fun agbara USD lagbara. Data alailagbara tabi awọn akiyesi dovish le rọ owo naa.
Ipa Lapapọ
Iyatọ:
Iwọntunwọnsi si giga, pẹlu idojukọ lori data iṣelọpọ agbaye, asọye ECB ati Fed, ati awọn isiro iṣelọpọ ti o ni ibatan si afikun AMẸRIKA.
Iwọn Ipa: 7/10, pẹlu awọn ipa bọtini lati China PMI, iṣelọpọ AMẸRIKA ati data ikole, ati asọye asọye banki aringbungbun ti n ṣe itara ọja igba kukuru.
