Jeremy Oles

Atejade Lori: 07/09/2025
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By Atejade Lori: 07/09/2025
Àkókò(GMT+0/UTC+0)StatepatakiEventForecastTi tẹlẹ
01:30🇦🇺2 pointsAwọn ifọwọsi Ilé (MoM) (Jul)-8.2%12.2%
14:53.2 pointsAwọn okeere (YoY) (Aug)5.0%7.2%
14:53.2 pointsAwọn agbewọle (YoY) (Aug)3.0%4.1%
14:53.2 pointsIwontunwonsi Iṣowo (USD) (Aug)99.40B98.24B
19:00🇺🇸2 pointsKirẹditi Onibara (Jul)10.40B7.37B

Akopọ ti Awọn iṣẹlẹ Iṣowo ti n bọ lori Kẹsán 8, 2025

Asia – Australia & China

Australia - Awọn ifọwọsi Ilé (MoM, Jul) - 01:30 UTC

  • Asọtẹlẹ: -8.2% (Iṣaaju: +12.2%)
  • Ipa: Iyipada didasilẹ ṣe afihan eka ile itutu agbaiye, o ṣee ṣe iwọn lori AUD ati awọn inifura ti o jọmọ ikole. Ailagbara ti o tẹsiwaju le titẹ oju-ọna RBA si iduro dovish diẹ sii.

China - Data Trade (Aug) - 14:53 UTC

  • Ṣe okeere YoY: + 5.0% (Iṣaaju: + 7.2%)
  • Ṣe agbewọle YoY: + 3.0% (Iṣaaju: + 4.1%)
  • Iṣowo Iṣowo: $99.40B (Iṣaaju: $98.24B)
  • Ipa: Idagba iṣowo ti o lọra tọka si ibeere agbaye ti o lagbara. Awọn ọja okeere rirọ yoo ṣe iwọn lori CNY ati awọn owo nina eru (AUD, NZD), lakoko ti awọn agbewọle agbewọle resilient daba ibeere ile ti o duro. Ajẹkù iṣowo ti o lagbara ṣe atilẹyin iduroṣinṣin CNY.

United States - Credit Awọn ipo

US onibara Credit (Jul) - 19:00 UTC

  • Asọtẹlẹ: $10.40B (Iṣaaju: $7.37B)
  • Ipa: Idagba kirẹditi ti o ga julọ tumọ si inawo olumulo resilient, atilẹyin fun GDP ati awọn inifura. Bibẹẹkọ, igbẹkẹle kirẹditi ti o pọ ju le gbe awọn ifiyesi iduroṣinṣin owo soke. Awọn isiro ti ko lagbara yoo daba pe awọn alabara n di inawo inawo, ami bearish fun idagbasoke.

Oja Ipa Analysis

  • Esia: AUD labẹ titẹ lati alailagbara ile approvals. Iwontunwonsi iṣowo China jẹ bọtini fun agbaye ewu itara ati eru-Ilọsoke okeere okeere le ṣe iwọn lori awọn inifura ati ibeere agbara/awọn irin.
  • AMẸRIKA: Awọn data kirẹditi onibara jẹ atẹle ni akawe si iṣẹ / afikun ṣugbọn o le ni ipa soobu ati owo eka equities. Gbigbọn kirẹditi didasilẹ le gbe itara idagbasoke soke ṣugbọn tun sọji awọn ifiyesi iduroṣinṣin gbese.

Apapọ Ipa Ipa: 6/10

  • Kí nìdí: Awọn ọjọ jẹ jo ina. China ká isowo data ni akọkọ iwakọ, ṣe apẹrẹ ohun orin ewu agbaye ati awọn owo nina ti o ni asopọ ọja. Awọn data kirẹditi AMẸRIKA pese afikun ṣugbọn awọn itọka itọsọna iwọntunwọnsi.