UThomas Daniels
Yabelana ngayo!
| Ixesha(GMT+0/UTC+0) | imeko | ukubaluleka | Event | | egqithileyo |
| 04:30 |  | 2 points | Imveliso yoShishino (MoM) (Julayi) | -1.6% | -1.6% |
| 11:30 |  | 2 points | Iimali-mboleko ezitsha (Aug) | 750.0B | -50.0B |
| 14:00 |  | 2 points | Ulindelo lokunyuka kwamaxabiso kuNyaka om-1 eMichigan (Sep) | ---- | 4.8% |
| 14:00 | | 2 points | Ulindelo lokunyuka kwamaxabiso kuNyaka om-5 eMichigan (Sep) | ---- | 3.5% |
| 14:00 | | 2 points | Ulindelo lwabaThengi baseMichigan (Sep) | ---- | 55.9 |
| 14:00 | | 2 points | Uluvo lwabathengi baseMichigan (Sep) | 58.0 | 58.2 |
| 16:00 | | 2 points | INgxelo yeWASDE | ---- | ---- |
| 17:00 | | 2 points | US Baker Hughes Oil Rig Count | ---- | 414 |
| 17:00 | | 2 points | US Baker Hughes Total Rig Count | ---- | 537 |
| 19:30 | | 2 points | CFTC Ioyile eKrwada izithuba eziqikelelwayo | ---- | 102.4K |
| 19:30 | | 2 points | CFTC Gold izithuba eqikelelwayo net | ---- | 249.5K |
| 19:30 | | 2 points | CFTC Nasdaq 100 izithuba eqikelelwayo net | ---- | 15.4K |
| 19:30 | | 2 points | I-CFTC S&P 500 izithuba eziqikelelwayo | ---- | -161.1K |
| 19:30 |  | 2 points | Izikhundla ze-CFTC AUD eziqikelelwayo | ---- | -82.7K |
| 19:30 | | 2 points | Izikhundla ze-CFTC JPY eziqikelelwayo | ---- | 73.3K |
| 19:30 |  | 2 points | CFTC EUR izithuba eziqikelelwayo net | ---- | 119.6K |
Isishwankathelo sezehlo zoQoqosho ezizayo kwi Septemba 12, 2025
Asia - Japan kunye ne China
Imveliso yoShishino lwaseJapan (MoM, Jul) - 04:30 UTC
- Uqikelelo: -1.6% (ngaphambili -1.6%)
- Impact: Akukho tshintsho lulindelekileyo. Imveliso ebuthathaka ibonisa ukwehla okuqhubekayo kwimveliso kunye nemfuno yehlabathi, enobunzima beJPY. Ufundo oluzinzileyo kodwa olungalunganga lucebisa uxinzelelo olusezantsi kwizabelo zamashishini aseJapan kunye nabathengisi ngaphandle kwemizimveliso.
I-China New Loans (Aug) - 11:30 UTC
- Uqikelelo: 750B (ngaphambili -50B)
- Impact: Imbuyekezo eyomeleleyo evela kwimiqondiso yemali-mboleko engalunganga ihlaziye ukukhula kwetyala.
- Ukubolekwa okuphezulu → kukhulisa ukukhula okulindelweyo, ixhasa i-CNY kunye ne-Asian equities.
- Ushicilelo olungenamandla → yomeleza uloyiko olucothayo, i-bearish kwizinto zorhwebo kunye nee-asethi zomngcipheko.
I-United States-Imvakalelo yabaThengi, ezoLimo kunye naMandla
Uvavanyo lweYunivesithi yaseMichigan (Sep) - 14:00 UTC
- Unyaka o-1 olindelekileyo wokunyuka kwamaxabiso: ngaphambili 4.8%
- Unyaka o-5 olindelekileyo wokunyuka kwamaxabiso: ngaphambili 3.5%
- Ulindelo lwabathengi: Uqikelelo 55.9 (ngaphambili 55.9)
- Uluvo loMthengi: Uqikelelo 58.0 (ngaphambili 58.2)
- Impact:
- Ukunyuka okulindelweyo kwixabiso lentengo → yomeleza i-USD, inyusa izivuno, icinezela izabelo zamashishini ezingenanzala emisiweyo.
- Ukuphucula uvakalelo → ukumilisela izabelo zamashishini ezingenanzala emisiweyo. Uluvo olubuthathaka luya kubonisa imbonakalo yemfuno ebuthathaka.
INgxelo ye-WASDE - 16:00 UTC
- Impact: Unikezelo lwezityalo lwe-USDA / uhlaziyo lwemfuno lunokuhambisa izinto zolimo (umbona, ingqolowa, iimbotyi zesoya). Ubonelelo oluphezulu → i-bearish yamaxabiso; ubonelelo olusezantsi → ukunyuswa, okunokuthi kunyuse okulindelweyo kwixabiso lentengo.
UBaker Hughes Rig Count - 17:00 UTC
- Izixhobo ze-oyile: ngaphambili 414
- IiRigs zizonke: ngaphambili 537
- Impact: Ukunyuka kwamanani esixhobo → imveliso ephezulu yase-US, enobunzima obukrwada. Iirigs eziwayo → i-bullish yamaxabiso eoli.
CFTC Positioning Data - 19:30 UTC
- Izikhundla eziThelekelelwayo ze-Oyile eKrwada: ngaphambili 102.4K
- Izikhundla zeGold Net eziqikelelwayo: ngaphambili 249.5K
- Izikhundla zeSalathiso soBulungisa (Nasdaq, S&P 500): bonisa uluvo oluqikelelwayo malunga nezabelo zamashishini ase-US.
- Izikhundla eziqikelelwayo zeFX (AUD, JPY, EUR): bonisa i-hedge fund positioning, ibalulekile kwi-FX market trend analysis.
Uhlalutyo lweMpembelelo yeMarike
- Asia: Gxininisa ekubolekeni kwakhona kwemali yaseTshayina. Ukuba iiMali-mboleko eziNtsha zidlula uqikelelo, umdla womngcipheko uyaphucuka kwiimveliso kunye neemali zaseAsia-Pacific. Ushicilelo olungenamandla lunokubangela ukuthiywa komngcipheko wehlabathi.
- US: Ulindelo lokunyuka kwamaxabiso eMichigan kunye neemvakalelo zabathengi ziya kubumba imbonakalo yeFed. I-WASDE yongeza kwimingcipheko yexabiso lentengo eqhutywa yimveliso. Irig count kunye nokuhamba kweCFTC kuphembelela amandla kunye neentsimbi.
- Ukubekwa kweDatha: Ubude begolide ephezulu + i-equities ebuthathaka indawo ebonisa ukuba ukhuseleko lomngcipheko luhlala luhlala kwiimarike.
Inqaku leMpembelelo xa lilonke: 7/10
- Ngoba: Akukho "tier-1" ekhutshwa njengeCPI okanye isigqibo seFed, kodwa Ityala laseTshayina liphinda-phindwa, Ulindelo lokunyuka kwamaxabiso e-US, yaye amandla / uhlaziyo lwempahla ukubonelela ngabaqhubi abaninzi beemvakalelo zomngcipheko, iimarike zentengiso, kunye neFX.
