Thomas Daniels

Atejade Lori: 11/09/2025
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By Atejade Lori: 11/09/2025
Àkókò(GMT+0/UTC+0)StatepatakiEventForecastTi tẹlẹ
04:30.2 pointsIsejade ile-iṣẹ (MoM) (Jul)-1.6%-1.6%
11:30.2 pointsAwọn awin Tuntun (Aug)750.0B-50.0B
14:00🇺🇸2 pointsAwọn ireti Idawọle Ọdun 1 Michigan (Oṣu Kẹsan)----4.8%
14:00🇺🇸2 pointsAwọn ireti Idawọle Ọdun 5 Michigan (Oṣu Kẹsan)----3.5%
14:00🇺🇸2 pointsAwọn ireti Onibara Michigan (Oṣu Kẹsan)----55.9
14:00🇺🇸2 pointsImọran Olumulo Michigan (Oṣu Kẹsan)58.058.2
16:00🇺🇸2 pointsWASDE Iroyin--------
17:00🇺🇸2 pointsUS Baker Hughes Oil Rig kika----414
17:00🇺🇸2 pointsUS Baker Hughes Total Rig ka----537
19:30🇺🇸2 pointsCFTC Epo robi speculative net awọn ipo----102.4K
19:30🇺🇸2 pointsCFTC Gold speculative net awọn ipo----249.5K
19:30🇺🇸2 pointsCFTC Nasdaq 100 speculative net awọn ipo----15.4K
19:30🇺🇸2 pointsCFTC S & P 500 speculative net awọn ipo-----161.1K
19:30🇦🇺2 pointsCFTC AUD speculative net awọn ipo-----82.7K
19:30.2 pointsCFTC JPY speculative net awọn ipo----73.3K
19:30.2 pointsCFTC EUR speculative net awọn ipo----119.6K

Akopọ ti Awọn iṣẹlẹ Iṣowo ti n bọ lori Kẹsán 12, 2025

Asia – Japan & China

Japan Industrial Production (MoM, Jul) - 04:30 UTC

  • Asọtẹlẹ: -1.6% (tẹlẹ -1.6%)
  • Ipa: Ko si iyipada ti o nireti. Ijade ti ko lagbara ṣe afihan idinku ilọsiwaju ninu iṣelọpọ ati ibeere agbaye, ṣe iwọn lori JPY. Idurosinsin ṣugbọn kika odi ni imọran titẹ isalẹ fun awọn equities Japanese ati awọn olutaja ile-iṣẹ.

Awọn awin China Tuntun (Aug) - 11:30 UTC

  • Asọtẹlẹ: 750B (tẹlẹ -50B)
  • Ipa: Ipadabọ ti o lagbara lati awọn ifihan agbara awin odi tunse idagbasoke kirẹditi.
    • Yiya ti o ga julọ → ṣe alekun awọn ireti idagbasoke, ṣe atilẹyin CNY ati awọn equities Asia.
    • Titẹjade ailagbara → ṣe atilẹyin awọn ibẹru idinku, bearish fun awọn ọja ati awọn ohun-ini eewu.

Orilẹ Amẹrika - Imọran Olumulo, Ogbin & Agbara

University of Michigan iwadi (Sep) - 14:00 UTC

  • Awọn ireti Ifowopamọ Ọdun 1: iṣaaju 4.8%
  • Awọn ireti Ifowopamọ Ọdun 5: iṣaaju 3.5%
  • Awọn ireti onibara: asọtẹlẹ 55.9 (tẹlẹ 55.9)
  • Irora Onibara: asọtẹlẹ 58.0 (tẹlẹ 58.2)
  • Ipa:
    • Awọn ireti afikun ti nyara → lagbara USD, gbe awọn ikore soke, awọn equities titẹ.
    • Imudara itara → bullish fun awọn equities. Irora ailera yoo ṣe afihan iwoye ibeere ẹlẹgẹ.

WASDE Iroyin - 16:00 UTC

  • Ipa: Ipese irugbin na USDA/imudojuiwọn ibeere le gbe awọn ọja ogbin (oka, alikama, soybean). Ipese ti o ga julọ → bearish fun awọn idiyele; ipese kekere → bullish, ti o le gbe awọn ireti afikun soke.

Baker Hughes Rig kika - 17:00 UTC

  • Awọn ohun elo epo: ti tẹlẹ 414
  • Lapapọ Awọn ohun elo: ti tẹlẹ 537
  • Ipa: Awọn iṣiro rig dide → iṣelọpọ AMẸRIKA ti o ga julọ, ṣe iwọn lori robi. Ti ṣubu rigs → bullish fun awọn idiyele epo.

Data ipo CFTC - 19:30 UTC

  • Nẹtiwọki Epo robi Awọn ipo akiyesi: ti tẹlẹ 102.4K
  • Awọn ipo Speculative Gold Net: ti tẹlẹ 249.5K
  • Awọn ipo Atọka Equity (Nasdaq, S&P 500): tọkasi itara arosinu si awọn aiṣedeede AMẸRIKA.
  • Awọn ipo akiyesi FX (AUD, JPY, EUR): ṣe afihan ipo inawo hejii, pataki fun itupalẹ aṣa ọja FX.

Oja Ipa Analysis

  • Esia: Idojukọ lori Awin yiya Chinese rebound. Ti Awọn awin Tuntun kọja awọn asọtẹlẹ, itunra eewu ni ilọsiwaju ni awọn ọja ati awọn owo nina Asia-Pacific. Titẹ ailagbara le fa ikorira eewu agbaye.
  • AMẸRIKA: Awọn ireti afikun ti Michigan ati itara olumulo yoo ṣe apẹrẹ oju-ọna Fed. WASDE ṣe afikun si awọn eewu afikun ti o nfa ẹru. Iwọn Rig ati awọn ṣiṣan CFTC ni ipa agbara ati awọn irin.
  • Data ipo: Awọn gigun goolu ti o ga + ipo awọn iṣiro alailagbara daba itara eewu igbeja wa ni awọn ọja.

Apapọ Ipa Ipa: 7/10

  • Kí nìdí: Ko si awọn idasilẹ “tier-1” bi CPI tabi ipinnu Fed, ṣugbọn China ká gbese rebound, US afikun ireti, Ati agbara / eru awọn imudojuiwọn pese awọn awakọ pupọ fun itara eewu, awọn ọja ọja, ati FX.