UJeremy Oles

Ipapashwe ngomhla: 28/08/2025
Yabelana ngayo!
By Ipapashwe ngomhla: 28/08/2025
Ixesha(GMT+0/UTC+0)imekoukubalulekaEventForecastegqithileyo
09:00🇪🇺2 pointsUDe Guindos we-ECB uyathetha--------
12:30??????3 pointsIsalathiso sexabiso lePCE engundoqo (MoM) (Julayi)0.3%0.3%
12:30??????3 pointsIsalathiso sexabiso lePCE engundoqo (YoY) (Julayi)2.9%2.8%
12:30??????2 pointsIMali yoRhwebo lweMpahla (Julayi)-90.20B-84.85B
12:30??????2 pointsPCE ixabiso index (YoY) (Jul)2.6%2.6%
12:30??????2 pointsPCE ixabiso index (MoM) (Jul)0.2%0.3%
12:30??????2 pointsUkuchitha ubuqu (uMama) (Julayi)0.5%0.3%
12:30??????2 pointsUluhlu lwempahla yokuthengisa Ex Auto (Jul)-----0.1%
13:45??????3 pointsChicago PMI (Agasti)46.647.1
14:00??????2 pointsUlindelo lweMinyaka emi-1 yokunyuka kwamaxabiso eMichigan (Aug)4.9%4.9%
14:00??????2 pointsUlindelo lweMinyaka emi-5 yokunyuka kwamaxabiso eMichigan (Aug)3.9%3.4%
14:00??????2 pointsUlindelo lwabaThengi baseMichigan (Aug)57.257.7
14:00??????2 pointsUluvo lwabathengi baseMichigan (Aug)58.661.7
15:30??????2 pointsI-Atlanta 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 Ioyile eKrwada izithuba eziqikelelwayo----120.2K
19:30??????2 pointsCFTC Gold izithuba eqikelelwayo net----212.6K
19:30??????2 pointsCFTC Nasdaq 100 izithuba eqikelelwayo net----33.8K
19:30??????2 pointsI-CFTC S&P 500 izithuba eziqikelelwayo-----171.5K
19:30🇦🇺2 pointsIzikhundla ze-CFTC AUD eziqikelelwayo-----94.9K
19:30🇯🇵2 pointsIzikhundla ze-CFTC JPY eziqikelelwayo----77.6K
19:30🇪🇺2 pointsCFTC EUR izithuba eziqikelelwayo net----118.7K

Isishwankathelo sezehlo zoQoqosho ezizayo kwi Agasti 29, 2025

IYurophu-ECB

UDe Guindos we-ECB uyathetha – 09:00 UTC

  • Impact: Iimarike ziya kubeka iliso kumagqabantshintshi ngokuzingisa kwexabiso lentengo okanye isikhokelo somgaqo-nkqubo wezemali. Amathoni e-Hawkish anokomeleza i-euro; amazwi arhabaxa anokuyicinezela.

EUnited States – Ukunyuka kwamaxabiso, ukuKhula kunye neDatha yoVavanyo

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

  • Uqikelelo: + 0.3% (Phambili: + 0.3%)

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

  • Uqikelelo: 2.9% (Phambili: 2.8%)

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

  • Uqikelelo lukaMama: + 0.2% (Phambili: + 0.3%)
  • Uqikelelo lukaYoY: + 2.6% (Phambili: + 2.6%)
  • Impact: I-PCE yigeyiji yokunyuka kwamaxabiso ekhethwa yiFed.
    • Undoqo we-0.3% u-MoM ugcina ukunyuka kwamaxabiso kuncangathi, mhlawumbi kulibazisa ukuhla kwesantya.
    • Nayiphi na into eyothusayo iya kwenza lula uxinzelelo kwi-Fed kwaye ikhulise i-equity.

IMali yoRhwebo lweMpahla (Jul) - 12:30 UTC

  • Uqikelelo: $90.2B (Edlulileyo: $84.85B)
  • Impact: Intsilelo ebanzi icebisa ukuthengwa kwempahla kumazwe angaphandle okunamandla, okunokuba nobunzima bokulindelwe kwi-GDP kunye ne-USD.

Ukuchitha uBuqu (MoM, Jul) – 12:30 UTC

  • Uqikelelo: + 0.5% (Phambili: + 0.3%)
  • Impact: Inkcitho emandla ixhasa ukukhula kwesantya kodwa inokugcina iinkxalabo zokunyuka kwamaxabiso.

Iimpahla ezithengiswayo Ex Auto (Jul) – 12:30 UTC

  • Ngaphambili: -0.1%
  • Impact: Inika ingqiqo kumanqanaba esitokhwe; Uluhlu lwempahla oluhlayo lucebisa ukuba iifemu zilindele imfuno ebuthathaka.

Chicago PMI (Aug) - 13:45 UTC

  • Uqikelelo: 46.6 (Engaphambili: 47.1)
  • Impact: Ukufundwa kwe-sub-50 kubonisa ukuncipha okuqhubekayo kwimveliso yaseMidwest, i-bearish ye-USD kunye ne-equities ukuba ibuthathaka kunokulindelekile.

I-Michigan Consumer Data (Aug) - 14:00 UTC

  • Unyaka o-1 olindelekileyo wokunyuka kwamaxabiso: 4.9% (ayitshintshanga)
  • Unyaka o-5 olindelekileyo wokunyuka kwamaxabiso: 3.9% (Phambili: 3.4%)
  • Ulindelo lwabathengi: 57.2 (Engaphambili: 57.7)
  • Uluvo loMthengi: 58.6 (Engaphambili: 61.7)
  • Impact: Ulindelo oluphezulu lwexesha elide lokunyuka kwamaxabiso lunokuziphazamisa iimarike zebhondi. Iimvakalelo eziba buthathaka zalatha ekunciphiseni ukuzithemba kwentsapho, kulinganisa ukukhula.

I-Atlanta Fed GDPNow (Q3) - 15:30 UTC

  • Uqikelelo: 2.2% (ayitshintshanga)
  • Impact: Uqikelelo oluzinzileyo lubonisa ukukhula okuphakathi; uhlaziyo olunamandla oluphezulu luya kuxhasa iUSD.

US Baker Hughes Oil Rig Count - 17:00 UTC

  • Ngaphambili: 411 rigs
  • Impact: Amanani asezantsi axhasa amaxabiso e-oyile, aphembelela izabelo zamandla kunye nee-asethi ezinxulumene nokunyuka kwamaxabiso.

Ukuma kweCFTC - 19:30 UTC

  • I-Oyile eKrwada iyanetha: 120.2K
  • Iinetha yegolide inde: 212.6K
  • I-Nasdaq 100 inde ezinde: 33.8K
  • S&P 500 iibhulukhwe ezimfutshane: -171.5K
  • Iibhulukhwe ezimfutshane ze-AUD: -94.9K
  • I-JPY inde: 77.6K
  • I-EUR inde: 118.7K
  • Impact: Ukubekwa kwedatha kunika iimpawu zovakalelo. Igolide eyomeleleyo kunye nobude be-EUR bacebisa ukuba iimarike zibiyelwe ngokuchasene namandla e-USD, ngelixa iishorts ezizingileyo ze-equity zibonisa umdla womngcipheko.

Uhlalutyo lweMpembelelo yeMarike

  • Yurophu: I-ECB's De Guindos inokukhupha iintshukumo ze-EUR zexesha elifutshane ngokuxhomekeke kwithoni.
  • US: Ugxininiso lwedatha enzima nge I-PCE engundoqo, iNkcitho yoBuqu, kunye nolindelo lwaseMichigan kwindawo ebonakalayo. Ukuba i-PCE ihlala ishushu kwaye ixesha elide elilindelekileyo lokunyuka kwamaxabiso liyenyuka, ukucutha izinga le-Fed kunokulibaziseka, ukuphakamisa i-USD kodwa ubunzima kwi-equities.
  • Amandla: Ukubalwa kwe-Rig kunye ne-CFTC indawo yongeza ukuguquguquka kumaxabiso e-oyile.
  • Umngcipheko uwonke: Uvakalelo lwentengiso luya kuba phezulu kwixabiso lentengo kunye neempawu zokuzithemba kwabathengi.

Inqaku leMpembelelo xa lilonke: 9/10

  • Ngoba: kunye Igeyiji engundoqo ye-Fed yokunyuka kwamaxabiso (Core PCE), ukuzithemba kwabathengi, kunye nedatha yokurhweba yonke into edlalwayo, le seshoni inokubeka ithoni yokulindela umgaqo-nkqubo we-Fed ngoSeptemba.