Jeremy Oles
E kaʻana!
| Wā(GMT+0/UTC+0) | Moku'āina | nui | Event | | Previous |
| 01:30 |  | 2 points | Moʻokāki o kēia manawa (Q2) | -15.9B | -14.7B |
| 03:35 |  | 2 points | 10-makahiki JGB Kudala | ---- | 1.462% |
| 09:00 |  | 2 points | CPI kumu (YoY) (ʻAukake) | 2.2% | 2.3% |
| 09:00 | | 2 points | CPI (MoM) (ʻAukake) | ---- | 0.0% |
| 09:00 | | 3 points | CPI (YoY) (ʻAukake) | 2.0% | 2.0% |
| 11:30 | | 2 points | Ua ʻōlelo ʻo Elderson o ECB | ---- | ---- |
| 13:45 |  | 3 points | S&P Global Manufacturing PMI (ʻAukake) | 53.3 | 49.8 |
| 14:00 | | 2 points | Hoʻolilo ʻia no ke kūkulu ʻana (MoM) (Iulai) | -0.1% | -0.4% |
| 14:00 | | 2 points | ISM Manufacturing Employment (Auk) | ---- | 43.4 |
| 14:00 | | 3 points | ISM Manufacturing PMI (ʻAukake) | 48.9 | 48.0 |
| 14:00 | | 3 points | Nā kumukūʻai hana ʻo ISM (ʻAukake) | 65.1 | 64.8 |
| 17:00 | | 2 points | ʻO Atlanta Fed GDPNow (Q3) | 3.5% | 3.5% |
Hōʻuluʻulu manaʻo o nā hanana waiwai e hiki mai ana ma September 2, 2025
ʻAsia – Australia a me Iapana
Australia – Moʻokāki o kēia manawa (Q2) – 01:30 UTC
- Ka wānana: -15.9B (Mamua: -14.7B)
- Pākuʻi: ʻO ka hapa nui e hōʻike ana i ka hana kālepa nāwaliwali, hiki ke kaupaona ʻia ma ka AUD, ʻoi aku ka nui inā e mau ana nā kumu kūʻai ma lalo o ke kaomi.
Iapana - 10-makahiki JGB Auction - 03:35 UTC
- Mamua. Hāʻawi: 1.462%
- Pākuʻi: E hoʻolālā ke koi kūʻai aku i nā hua JGB. Mālama ka koi ikaika i nā hua haʻahaʻa a kākoʻo iā JPY; ʻO ka noi nāwaliwali ke koi aku i nā hua kiʻekiʻe, hoʻonāwaliwali iā JPY.
ʻEulopa - ʻO ka Inflation & ECB Commentary
Eurozone CPI (ʻAukake) - 09:00 UTC
- CPI kumu makahiki: 2.2% (Mamua: 2.3%)
- Poʻomanaʻo CPI YoY: 2.0% (Mamua: 2.0%)
- CPI MoM: Pakela i manaʻo ʻia (Prev.: 0.0%)
- Pākuʻi: ʻO ka hoʻonui ʻana i ka paʻa ʻana / ʻoluʻolu iki e hōʻike ana i ke kulekele ECB e noho makaʻala. Hiki ke hoʻonāwaliwali ka emi ʻana o ka EUR; ʻoi aku ka ikaika ma mua o ka mea i manaʻo ʻia e hiki ke hoʻoulu i nā manaʻolana hawkish.
Ua ʻōlelo ʻo Elderson a ECB - 11:30 UTC
- Pākuʻi: E kau ʻia ka manaʻo ma luna o kāna kūlana e pili ana i ka hoʻomau ʻana o ka hoʻonui kālā a me ka hoʻēmi kālā. Kākoʻo ka leo Hawkish i ka EUR, hoʻoikaika ka leo dovish iā ia.
ʻAmelika Hui Pū ʻIa - Hana Hana a me ka ulu ʻana
S&P Global Manufacturing PMI (ʻAukake) - 13:45 UTC
- Ka wānana: 53.3 (Prev.: 49.8)
- Pākuʻi: ʻO ka hoʻihoʻi hou ʻana i nā hōʻailona hoʻonui i ka rebound ʻoihana, maikaʻi no ka USD a me nā mea kaulike.
ʻO ka hoʻolimalima hana (MoM, Jul) - 14:00 UTC
- Ka wānana: -0.1% (Mamua: -0.4%)
- Pākuʻi: ʻO ka hoʻomau ʻia ʻana o ke kūkulu ʻana he mea maikaʻi ʻole ia no ka ulu ʻana o ka US, ʻoi aku ka nui o nā ʻāpana pili hale.
ISM Manufacturing PMI & Kumukuai (ʻAukake) - 14:00 UTC
- Ka wānana PMI: 48.9 (Prev.: 48.0)
- Kūlana Kūʻai: 65.1 (Prev.: 64.8)
- Pākuʻi: ʻO ka hoʻihoʻi ʻana i ka PMI haʻahaʻa e hōʻike ana i ka hoʻohaʻahaʻa ʻana, ʻoiai nā kumukūʻai kiʻekiʻe e hōʻike ana i ke kaomi inflationary. Hiki i kēia hui ke hoʻopili i ke kulekele Fed - nāwaliwali ka ulu ʻana, akā mau ke kumukūʻai.
Atlanta Fed GDPNow (Q3) - 17:00 UTC
- Ka wānana: 3.5% (like)
- Pākuʻi: ʻO ka manaʻo koʻikoʻi ka nānā ʻana e kuhikuhi ana i ke kūpaʻa i ka ulu ʻana o US, kākoʻo no ka USD a me nā hua.
Ka Hoʻopono Makeke
- ʻO Asia: Ua koi ʻia ʻo AUD e ka hoʻonui ʻana i ka hapa kālā o kēia manawa, ʻoiai ʻo JGB kudala e hoʻololi i ka manaʻo yen ma muli o ke koi.
- 'Europa: ʻO ka Eurozone CPI ka mea hoʻokele nui - ʻo ka inflation flat e mālama i ka EUR ma lalo o ke kaomi ke ʻole e huli ka ʻōlelo a ECB.
- US: He mea nui ka heluhelu PMI. Hiki i kahi rebound ikaika (S&P 53.3, ISM kokoke i 49) me nā kumu kūʻai kiʻekiʻe. hoʻoikaika i ka USD a hāpai i nā hua, ʻoiai ʻo ka ʻikepili nāwaliwali e hoʻāla hou i ka makaʻu o ka hoʻihoʻi ʻana a me ka makemake i nā kaulike.
Helu Ka hopena: 8/10
- No ke aha mai: ʻO ka ʻikepili hana US a me ka hoʻonui ʻana o ka Eurozone e noho aliʻi, me ka hiki ke neʻe i ka USD, EUR, a me nā mākeke kaulike nui loa. Hiki i ka PMI ikaika + ka ʻikepili inflation paʻa ke hoʻohuli i ka manaʻo "ʻoi aku ka lōʻihi" Fed a me nā kulekele ECB.
