Jeremy Oles

Hoʻopuka ʻia ma: 01/12/2024
E kaʻana!
Nā hanana hoʻokele waiwai e hiki mai ana 2 Kekemapa 2024
By Hoʻopuka ʻia ma: 01/12/2024
Wā(GMT+0/UTC+0)Moku'āinanuihananaForecastPrevious
00:30🇦🇺2 puanʻAe ʻia ka hale (MoM) (ʻOkakopa)1.2%4.4%
00:30🇦🇺2 puanʻO ka loaʻa kālā o ka hui (QoQ) (Q3)0.6%-5.3%
01:30🇦🇺2 puanKūʻai Kūʻai Kūʻai (MoM) (ʻOkakopa)0.4%0.1%
01:45ʻ2 puanCaixin Manufacturing PMI (Nov)50.650.3
09:00🇪🇺2 puanHCOB Eurozone Manufacturing PMI (Nov)45.246.0
10:00🇪🇺2 puanUa ʻōlelo ka Pelekikena ECB Lagarde------
10:00🇪🇺2 puanKa helu hana ʻole (ʻOkakopa)6.3%6.3%
14:45????????3 puanS&P Global US Manufacturing PMI (Nov)48.848.5
15:00????????2 puanHoʻolilo ʻia no ke kūkulu ʻana (MoM) (ʻOkakopa)0.2%0.1%
15:00????????2 puanISM Manufacturing Employment (Nov)---44.4
15:00????????3 puanISM Manufacturing PMI (Nov)47.746.5
15:00????????3 puanNā Kumu Hana Hana ISM (Nov)
55.254.8
20:15????????2 puanʻŌlelo ʻo Fed Waller  ------
20:30????????2 puanNā kūlana net speculative CFTC Oil Crude---193.9K
20:30????????2 puanCFTC Gold speculative net kūlana---234.4K
20:30????????2 puanʻO CFTC Nasdaq 100 mau kūlana kikoʻī---19.8K
20:30????????2 puanCFTC S&P 500 mau kūlana kikoʻī kikoʻī---34.9K
20:30🇦🇺2 puanNā kūlana net speculative CFTC AUD---31.6K
20:30🇯🇵2 puanCFTC JPY nā kūlana net speculative----46.9K
20:30🇪🇺2 puanNā kūlana net speculative CFTC EUR----42.6K
21:30????????2 puanUa ʻōlelo ʻo Williams Member FOMC------

Hōʻuluʻulu manaʻo o nā hanana waiwai e hiki mai ana ma Dekemaba 2, 2024

  1. ʻIkepili Waiwai o Australia (00:30–01:30 UTC):
    • ʻAe ʻia ka hale (MoM) (ʻOkakopa): Ka wānana: 1.2%, Mua: 4.4%.
      Hoʻololi nā ana i ka helu o nā hale kūkulu hou i ʻāpono ʻia. Hiki ke kaupaona ʻia kahi helu haʻahaʻa ma ka AUD, ʻoiai ʻo nā ʻae ikaika e hōʻailona i ke kūpaʻa i ka ʻoihana kūkulu.
    • ʻO ka loaʻa kālā o ka hui (QoQ) (Q3): Ka wānana: 0.6%, Mua: -5.3%.
      Hōʻike i ka loaʻa kālā o ka ʻoihana. E kākoʻo ka rebound i ka AUD, e hōʻike ana i ka holomua o ka hoʻokele waiwai.
    • Kūʻai Kūʻai Kūʻai (MoM) (ʻOkakopa): Ka wānana: 0.4%, Mua: 0.1%.
      ʻO ka piʻi ʻana o nā kūʻai kūʻai kūʻai e hōʻike ana i ka koi ikaika o nā mea kūʻai aku, e kākoʻo ana i ka AUD, ʻoiai nā helu nāwaliwali e hōʻailona i ka makaʻala i waena o nā mea kūʻai.
  2. Kina Caixin Manufacturing PMI (Nov) (01:45 UTC):
    • Ka wānana: 50.6, Previous: 50.3.
      ʻO ka heluhelu ma luna o 50 e hōʻike ana i ka hoʻonui ʻana i ka hana. E kākoʻo ana ka ʻikepili ikaika i ka CNY a hoʻonui i ka manaʻo pilikia ma ka honua holoʻokoʻa, ʻoiai ʻo ka ʻikepili nāwaliwali e hōʻike ana i ka hana lohi.
  3. ʻIkepili Hoʻokele waiwai Eurozone (09:00–10:00 UTC):
    • HCOB Manufacturing PMI (Nov): Ka wānana: 45.2, Ma mua: 46.0.
      Hōʻike ka PMI ma lalo o 50 i ka hoʻohaʻahaʻa. Hiki ke kaupaona ʻia kahi helu nāwaliwali ma ka EUR, ʻoiai ka hoʻomaikaʻi ʻana e hōʻailona ana i ka hiki ke hoʻihoʻi.
    • Ka helu hana ʻole (ʻOkakopa): Ka wānana: 6.3%, Mua: 6.3%.
      Hōʻike ka nele i ka hana ʻole i kahi mākeke hana paʻa, e kākoʻo ana i ka EUR.
    • ʻŌlelo ka Pelekikena ECB Lagarde (10:00 UTC):
      E kākoʻo nā ʻōlelo Hawkish i ka EUR ma o ka hoʻoikaika ʻana i nā manaʻolana paʻa, ʻoiai ʻo nā ʻōlelo dovish hiki ke hoʻonāwaliwali i ke kālā.
  4. ʻIkepili Hana Hana a kūkulu ʻAmelika (14:45–15:00 UTC):
    • S&P Global Manufacturing PMI (Nov): Ka wānana: 48.8, Ma mua: 48.5.
    • ISM Manufacturing PMI (Nov): Ka wānana: 47.7, Ma mua: 46.5.
    • Nā kumukūʻai hana ISM (Nov): Ka wānana: 55.2, Ma mua: 54.8.
    • Hoʻolilo Hana Hana (MoM) (ʻOkakopa): Ka wānana: 0.2%, Mua: 0.1%.
      ʻO ka hoʻomaikaʻi ʻana i ka hana ʻana i nā PMI a i ʻole ka hoʻolilo ʻana i ke kūkulu ʻana e hōʻike i ka hoʻokele waiwai, e kākoʻo ana i ka USD. ʻO ka hoʻemi hou ʻana i ka PMI a i ʻole nā ​​​​helu hoʻolimalima nāwaliwali hiki ke kaupaona i ke kālā.
  5. Nā Kūlana Kūlana CFTC (20:30 UTC):
    • Tracks manao speculative in aila man, gula, nā kaulike kaulike, a nā kālā nui.
      Hōʻike nā hoʻololi i nā kūlana ʻupena i ka hoʻololi ʻana i ka manaʻo mākeke a me nā ʻano e hiki mai ana.
  6. ʻŌlelo Fed (20:15 & 21:30 UTC):
    • ʻŌlelo ʻo Fed Waller (20:15 UTC): ʻIke i ke alakaʻi kulekele Fed.
    • Ua ʻōlelo ʻo Williams Member FOMC (21:30 UTC): Hiki ke hoʻololi i nā manaʻolana no ka piʻi ʻana a me nā ala uku ukupanee. E kākoʻo nā leo Hawkish i ka USD, ʻoiai ʻo nā ʻōlelo dovish hiki ke kaupaona iā ia.

Ka Hoʻopono Makeke

  • ʻIkepili Australia:
    ʻO ka hoʻihoʻi hou ʻana i nā loaʻa kālā, nā kūʻai kūʻai kiʻekiʻe, a i ʻole nā ​​​​ʻae kūkulu hale ikaika e kākoʻo i ka AUD, e hōʻailona ana i ka hoʻihoʻi ʻana i ka hoʻokele waiwai. Hiki i nā ʻikepili nāwaliwali ke hoʻohaʻahaʻa i ka manaʻo.
  • PMI hana Kina:
    ʻO ka heluhelu ikaika e kākoʻo i ka manaʻo pilikia o ka honua a me nā kālā pili i nā waiwai e like me AUD, ʻoiai ʻo ka ʻikepili nāwaliwali ke hōʻailona i ka lohi o ka noi honua.
  • ʻIkepili Eurozone & ʻŌlelo Lagarde:
    ʻO ka PMI ikaika a i ʻole ka ʻikepili hana ʻole a me ka ʻōlelo hawkish ECB e kākoʻo i ka EUR. Hiki i nā helu hana nāwaliwali a i ʻole nā ​​ʻōlelo dovish ke kaupaona i ke kālā.
  • ʻIkepili Hana Hana a me ka ʻōlelo Fed:
    ʻO ke kūpaʻa ʻana i ka ISM a me S&P PMI, ka hoʻolilo ʻana i ke kūkulu ʻana, a i ʻole ka ʻōlelo a hawkish Fed e hoʻoikaika i ka ikaika USD. Hiki i nā ʻikepili nāwaliwali a i ʻole nā ​​ʻōlelo dovish ke palupalu i ke kālā.

Ka hopena holoʻokoʻa

Ka uluʻana:
Maikaʻi a kiʻekiʻe, me ka nānā ʻana i ka ʻikepili hana honua, ECB a me ka ʻōlelo Fed, a me nā helu hoʻonui pili kālā US.

Helu hopena: 7/10, me nā mana koʻikoʻi mai ka PMI Kina, ka ʻikepili hana a me ke kūkulu ʻana o US, a me ka ʻōlelo ʻōlelo panakō waena e hoʻokumu ana i ka manaʻo o ka mākeke no ka wā pōkole.