Jeremy Oles

Hoʻopuka ʻia ma: 10/09/2025
E kaʻana!
By Hoʻopuka ʻia ma: 10/09/2025
Wā(GMT+0/UTC+0)Moku'āinanuiEventForecastPrevious
08:00????????2 pointsIEA Hoike Mahina--------
11:00????????2 pointsHoike Mahina OPEC--------
12:15🇪🇺2 pointsKa uku o ka waihona waihona (Sep)2.00%2.00%
12:15🇪🇺2 pointsECB Marginal Lending Facility----2.40%
12:15🇪🇺2 pointsECB Monetary Policy Statement--------
12:15🇪🇺2 pointsʻO ka hoʻoholo o ka uku panee ECB (Sep)2.15%2.15%
12:30????????2 pointsKe hoʻomau nei i nā koi hana ʻole----1,940K
12:30????????2 pointsCPI kumu (MoM) (ʻAukake)0.3%0.3%
12:30????????2 pointsCPI kumu (YoY) (ʻAukake)----3.1%
12:30????????2 pointsCPI (MoM) (ʻAukake)0.3%0.2%
12:30????????2 pointsCPI (YoY) (ʻAukake)2.9%2.7%
12:30????????2 pointsNā hoʻopiʻi koi Jobless Initial234K237K
12:45🇪🇺2 pointsECB Press Conference--------
14:15🇪🇺2 pointsUa ʻōlelo ka Pelekikena ECB Lagarde--------
17:00????????2 pointsKudala Kudala 30 Makahiki----4.813%
18:00????????2 pointsKoe kālā Federal (ʻAukake)-305.7B-291.0B
20:30????????2 pointsKa Pepa Kaulike o Fed----6,602B
22:30🇳🇿2 pointsPMI NZ pāʻoihana (ʻAukake)----52.8
22:45🇳🇿2 pointsKāleka Kūʻai Kūʻai Kūʻai (MoM) (ʻAukake)----0.2%

Hōʻuluʻulu manaʻo o nā hanana waiwai e hiki mai ana ma September 11, 2025

Nā Mākeke ʻEhuka - IEA & OPEC Hōʻike

  • Hōʻike Mahina IEA – 08:00 UTC
  • Hōʻike Mahina OPEC - 11:00 UTC
  • Pākuʻi: E hōʻano hou nā hōʻike ʻelua i nā hiʻohiʻona koi / lako no ka aila.
    • Nā hoʻoponopono Bullish (ke koi kiʻekiʻe, ka hāʻawi haʻahaʻa) → nā kumukūʻai keu aʻe, CAD/NOK ikaika aʻe, a me nā kaulike ikehu.
    • Hoʻoponopono hou → kaomi i ka ʻaila a me ka manaʻo pilikia.

ʻEulopa - Nā Hoʻoholo Kulekele ECB

ʻO ka hoʻoholo helu ECB (Sep) - 12:15 UTC

  • Ka uku o ka waihona waihona: 2.00% (like)
  • Ka helu nui: 2.15% (like)
  • Pākuʻi: ʻAʻohe loli i manaʻo ʻia. Hoʻololi ka manaʻo mākeke i:
    • ECB Monetary Policy Statement & Lagarde's Press Conference (12:45 & 14:15 UTC).
    • ʻO ka leo Hawkish → Kākoʻo EUR, hāʻawi ka paʻa.
    • ʻO ka leo Dovish → ʻoluʻolu ʻo EUR, hiki ke hui pū nā mea kaulike.

ʻAmelika Hui Pū ʻIa - Hoʻonui, Limahana a me nā Pili

ʻIkepili CPI (ʻAukake) - 12:30 UTC

  • CPI kumu (MoM): 0.3% (like)
  • CPI (YoY): 2.9% (ma mua 2.7%)
  • Pākuʻi:
    • CPI wela → Hoʻoulu hou ʻia ka Fed hawkishness, piʻi ka USD, piʻi nā hua, koi ʻia nā mea kaulike.
    • ʻOi aku ka palupalu CPI → ʻoi aku ka nāwaliwali o ka USD, piʻi nā kaulike, hui pū ʻia nā paʻa.

Nā Koi Hana ʻole – 12:30 UTC

  • mua: 234K (237K ma mua)
  • Ke hoʻomau nei: ~1.94M (1.94M mua)
  • Pākuʻi: Nā koi kūpaʻa = ke kūpaʻa o ka mākeke hana → hōʻemi i ka lumi o Fed e maʻalahi. E kākoʻo ʻo Spike kiʻekiʻe i nā manaʻolana dovish.

Kudala Kudala 30-makahiki - 17:00 UTC

  • Hua mua: 4.813%
  • Pākuʻi: ʻO ke ana o ke kumukūʻai hōʻaiʻē no ka wā lōʻihi. Nawaliwali koi → kiʻekiʻe yield, kaomi ma luna o equities. Ke koi ikaika → ka hoʻokuʻu ʻana i nā mea hoʻopaʻa a me nā kaulike.

Koena Waiwai Federal (ʻAukake) - 18:00 UTC

  • Ka wānana: -305.7B (ma mua -291B)
  • Pākuʻi: ʻO nā hemahema nui → nā manaʻo ʻaiʻē no ka wā lōʻihi, hiki ke kaumaha i nā mea paʻa a me nā manaʻo USD.

Palekana Fed - 20:30 UTC

  • Previous: $ 6,602B
  • Pākuʻi: Kākoʻo ʻo Shrinkage i ka liʻiliʻi liʻiliʻi, ʻo ka hoʻonui ʻana e hōʻailona i ka emi ʻana.

New Zealand – Nā Kūlana Pāʻoihana

Pāʻoihana NZ PMI (ʻAukake) - 22:30 UTC

  • Previous: 52.8
  • Pākuʻi: Ma luna o 50 = hoʻonui, kākoʻo no NZD. ʻO ka nāwaliwali ʻana e hōʻeha i ka manaʻo NZD.

Kāleka Kūʻai Kūʻai Kūʻai (ʻAukake) - 22:45 UTC

  • Previous: + 0.2%
  • Pākuʻi: Hōʻike i ka ikaika koi o nā mea kūʻai aku; kākoʻo ʻo upside i ka NZD.

Ka Hoʻopono Makeke

  • Ike: Hiki i ka IEA & OPEC ke hoʻokele i ka volatility aila i ka wā mua.
  • ECB: Paʻa paha ka hoʻoholo ʻana i ka uku, akā ʻo ka leo o Lagarde e hoʻonohonoho i ka kuhikuhi EUR.
  • US: ʻO CPI ka mea hoʻokele makeke kī o ka la. ʻO nā kūʻai kūʻai kālā a me ka hōʻemi kālā e hoʻoikaika i ka hoʻoikaika ʻana o ka waihona kālā.
  • NZ: Ka hopena lua, akā hiki ke neʻe ka ʻikepili kūʻai i NZD i ke kālepa ʻAsia.

Helu Ka hopena: 9/10

  • No ke aha mai: ʻO ka US CPI, nā hoʻoholo kulekele ECB, a me nā mea hou o ka mākeke aila e hana i kahi lā kaʻa ʻekolu no FX, equities, bonds, and commodities.