Jeremy Oles

Hoʻopuka ʻia ma: 09/09/2025
E kaʻana!
By Hoʻopuka ʻia ma: 09/09/2025
Wā(GMT+0/UTC+0)Moku'āinanuiEventForecastPrevious
01:30ʻ2 pointsCPI (MoM) (ʻAukake)0.1%0.4%
01:30ʻ2 pointsCPI (YoY) (ʻAukake)-0.2%0.0%
01:30ʻ2 pointsPPI (YoY) (ʻAukake)-2.9%-3.6%
12:30????????2 pointsPPI kumu (MoM) (ʻAukake)0.3%0.9%
12:30????????3 pointsPPI (MoM) (ʻAukake)0.3%0.9%
14:30????????3 pointsNa Waiwai Aila----2.415M
14:30????????2 pointsCushing Oil Crude Inventory----1.590M
17:00????????3 pointsKudala Kudala 10 Makahiki----4.255%
17:00????????2 pointsʻO Atlanta Fed GDPNow (Q3)3.0%3.0%
23:50🇯🇵2 pointsBSI Nā Kūlana Hana Nui (Q3)-3.3-4.8

Hōʻuluʻulu manaʻo o nā hanana waiwai e hiki mai ana ma September 10, 2025

ʻAsia – Kina a me Iapana

Kina - CPI & PPI (ʻAukake) - 01:30 UTC

  • CPI (MoM): 0.1% (ma mua 0.4%)
  • CPI (YoY): -0.2% (ma mua 0.0%)
  • PPI (YoY): -2.9% (ma mua -3.6%)
  • Pākuʻi: Ke hoʻomau nei ka CPI nāwaliwali e hōʻike ana i nā kaomi deflationary ma Kina, bearish no CNY a me nā waiwai. Hōʻike ka PPI liʻiliʻi liʻiliʻi i ke kumu kūʻai o ka puka hale hana. Hiki i nā kaulike honua ke ʻike i ka pilikia inā e hohonu ka makaʻu deflation.

Iapana - BSI Nā Kūlana Hana Nui (Q3) - 23:50 UTC

  • Ka wānana: -3.3 (ma mua -4.8)
  • Pākuʻi: Hoʻomaikaʻi mai Q2 akā maikaʻi ʻole, hōʻailona hōʻailona. He haʻahaʻa paha ka hopena o ka mākeke, akā ʻo ka nāwaliwali mau e hoʻoikaika i nā hopohopo e pili ana i ka nānā ʻana o ka ʻoihana a Iapana a me nā kahe palekana JPY.

ʻAmelika Hui Pū ʻIa – Inflation, Energy & Bonds

PPI kumu a me PPI (ʻAukake) - 12:30 UTC

  • Ka wānana: +0.3% (mua +0.9%)
  • Pākuʻi: ʻO ka ulu ʻana o ka PPI e hōʻoluʻolu i nā hopohopo pili kālā, kākoʻo no nā paʻa a me nā kaulike akā hiki ke piʻi no ka USD. ʻO kahi haʻahaʻa i luna e hoʻoikaika i ka USD a me ka waihona kālā, e hoʻonui ana i ka Fed hawkishness.

Nā Waiwai ʻAila - 14:30 UTC

  • Previous: + 2.415M
  • Pākuʻi: Kūleʻa nā hale kūkulu i nā kumukūʻai aila, ʻoiai nā huki huki e kākoʻo iā lākou. Pilikia nā ʻāpana ʻenehana a me CAD.

ʻO Cushing Oil Crude Inventory - 14:30 UTC

  • Previous: + 1.590M
  • Pākuʻi: Hoʻopili ka ʻikepili mālama ʻāina i ka pālahalaha kumukūʻai WTI a me ka volatility no ka wā pōkole.

Kudala Kudala 10 Makahiki - 17:00 UTC

  • Hua mua: 4.255%
  • Pākuʻi: Ke koi ikaika → nā haʻahaʻa haʻahaʻa, kākoʻo USD, kōkua kālā. Nawaliwali koi → kiʻekiʻe yield, pilikia-off, hiki ke kaulike kaulike.

Atlanta Fed GDPNow (Q3) - 17:00 UTC

  • Ka wānana: 3.0% (like)
  • Pākuʻi: E hōʻoia i ka ulu ʻana o US. Kākoʻo ʻo Stability i nā kaulike akā e hōʻemi i ka wikiwiki no ka ʻoki Fed.

Ka Hoʻopono Makeke

  • ʻO Asia: E alakaʻi ʻo China CPI / PPI i ka manaʻo i ka deflation vs stabilization. Hiki ke hana ikaika nā waiwai pili i ka pilikia (AUD, equities, commodities).
  • US: ʻO ka hoʻonuiʻana ma o PPI ka mea nui. ʻO ka heluhelu haʻahaʻa haʻahaʻa i nā mākeke mālie, ʻoiai nā heluhelu kiʻekiʻe e hoʻomau i ka makaʻu Fed tightening. Hoʻohui nā waihona ʻaila i ka volatility waiwai. Hiki i ke kudala 10 makahiki ke hoʻoneʻe nui i nā hua a me nā kaulike.
  • Iapana: He lua ka ʻikepili, ʻoi aku ka liʻiliʻi o ka yen inā ʻaʻole kahaha nā hopena.

Helu Ka hopena: 8/10

  • No ke aha mai: Hoʻokumu ka ʻikepili deflation Kina + US inflation a me nā hanana mākeke paʻa i kahi hālāwai koʻikoʻi no nā mākeke honua.