Jeremy Oles

Atejade Lori: 08/07/2025
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Awọn iṣẹlẹ eto-ọrọ ti n bọ ni Oṣu Keje 9, 2025
By Atejade Lori: 08/07/2025
Àkókò(GMT+0/UTC+0)StatepatakiEventForecastTi tẹlẹ
01:30🇦🇺2 pointsAwọn ifọwọsi Ilé (MoM) (Oṣu Karun)3.2%-4.1%
01:30.2 pointsCPI (MoM) (Jun)-----0.2%
01:30.2 pointsCPI (YoY) (Jun)-0.1%-0.1%
01:30.2 pointsPPI (YoY) (Jun)-3.2%-3.3%
02:00🇳🇿3 pointsIpinnu Wiwọn oṣuwọn RBNZ3.25%3.25%
02:00🇳🇿2 pointsGbólóhùn Oṣuwọn RBNZ--------
10:45.2 pointsECB ká Lane Sọ--------
11:00.2 pointsECB's De Guindos Sọ--------
14:30🇺🇸3 pointsAwọn Ile-iṣẹ Epo Epo Ilu----3.845M
14:30🇺🇸2 pointsCushing robi Epo Inventories-----1.493M
17:00🇺🇸3 points10-Odun Akọsilẹ Auction----4.421%
17:00🇺🇸2 pointsAtlanta Je GDPNow (Q2)2.6%2.6%
18:00🇺🇸3 pointsAwọn akoko Ipe FOMC--------

Akopọ ti Awọn iṣẹlẹ Iṣowo ti Nbọ ni Oṣu Keje Ọjọ 9, Ọdun 2025

Asia – Australia, China, Ilu Niu silandii

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

  • Asọtẹlẹ: 3.2% (ti tẹlẹ -4.1%)
  • Ipa: Ipadabọ ni awọn ifọwọsi ni imọran imuduro ni ikole; atilẹyin AUD ati Australian equities.

China - CPI & PPI (Jun) - 01:30 UTC

  • CPI YoY: -0.1% (kanna bi ti iṣaaju)
  • PPI YoY: –3.2% (ti tẹlẹ –3.3%)
  • Ipa: Awọn igara deflationary tẹsiwaju. Awọn alaye afikun alailagbara ti o tẹsiwaju le fa irọrun lati PBoC, titẹ CNY ati atilẹyin itara eewu ni agbaye.

Ilu Niu silandii - Ipinnu Oṣuwọn iwulo RBNZ - 02:00 UTC

  • Asọtẹlẹ: 3.25% (kanna bi iṣaaju)
  • Ipa: Ko si ayipada ti o ti ṣe yẹ, ṣugbọn eyikeyi dovish ede ninu awọn Gbólóhùn Oṣuwọn RBNZ le ṣe iwọn lori NZD. Awọn ifihan agbara Hawkish yoo ṣe alekun rẹ.

Yuroopu - asọye ECB

ECB ká Lane - 10:45 UTC
ECB ká De Guindos - 11:00 UTC

  • Ipa: Awọn ọrọ n funni ni awọn amọ nipa oju-iwoye afikun ti ECB ati aiṣedeede eto imulo. Dovish ohun orin le titẹ EUR; ohun orin hawkish le fun u ni okun, paapaa iduroṣinṣin lẹhin-CPI.

United States – Agbara, Bonds & Je iṣẹju

Epo robi Inventories - 14:30 UTC

  • ti tẹlẹ: + 3.845M
  • Awọn akojopo Cushing: – 1.493M
  • Ipa: Awọn ile nla le dinku awọn idiyele epo; awọn iyaworan le gbe epo ati awọn apa ifarako afikun.

10-Odun Akọsilẹ Auction - 17:00 UTC

  • Ikore ti o ti kọja: 4.421%
  • Ipa: Awọn metiriki eletan yoo ni ipa lori awọn ikojọpọ mnu ati jijẹ eewu oludokoowo. Ibeere alailagbara le gbe awọn ikore soke ati ipalara imọ-ẹrọ ati awọn ohun-ini ifarako oṣuwọn.

Atlanta je GDPNow (Q2) - 17:00 UTC

  • O ti ṣe yẹ: 2.6% (kanna)
  • Ipa: Jẹrisi idagbasoke ti o duro; ntọju titẹ pa ibinu je easing. Aidaduro-si-rere fun USD.

Awọn iṣẹju ipade FOMC - 18:00 UTC

  • Ipa: Awọn julọ lominu ni iṣẹlẹ ti awọn ọjọ. Imọye sinu awọn ijiroro Fed inu lori afikun, iṣẹ, ati ọna oṣuwọn yoo ṣe itọsọna itọsọna ọja fun USD, Awọn iṣura, ati awọn equities.

Oja Ipa Analysis

  • Awọn iṣẹju FOMC jọba pẹlu agbara lati tun ṣe awọn ireti ọja fun awọn oṣuwọn AMẸRIKA ati awọn ipo oloomi.
  • China ká afikun kika jẹ bọtini fun wiwọn awọn eewu deflation agbaye ati iwoye iyanju ti Ilu China.
  • RBNZ ohun orin ati data ile ilu Ọstrelia yoo ni agba AUD ati NZD, paapaa lakoko awọn wakati iṣowo Asia.
  • Epo inventories ati Išura Ile Itaja ṣafikun awọn ipele ti iyipada fun awọn ọja ati owo oya ti o wa titi.

Apapọ Ipa Ipa: 9/10

Awọn aaye iṣọ bọtini:

  • Awọn iṣẹju FOMC: Wa eyikeyi hawkish/dovish iyapa — ayase pataki fun awọn ọja AMẸRIKA.
  • CPI/PPI Kannada: Ilọkuro igbagbogbo le ṣe afihan awọn ọran ibeere ti o gbooro — pataki fun itara idagbasoke agbaye.
  • Iduro RBNZ: Eyikeyi iyipada ohun orin iyalẹnu le ni ipa lori awọn irekọja AUD/NZD.
  • Epo ati iwe adehun: Awọn iwọn itara ọja gidi-akoko fun afikun ati ifẹkufẹ eewu.