Jeremy Oles

Hoʻopuka ʻia ma: 20/08/2025
E kaʻana!
By Hoʻopuka ʻia ma: 20/08/2025
Wā(GMT+0/UTC+0)Moku'āinanuiEventForecastPrevious
00:00????????2 pointsʻO Jackson Hole Symposium--------
00:30🇯🇵2 pointsau Jibun Bank Services PMI (ʻAukake)----53.6
08:00🇪🇺2 pointsHCOB Eurozone Manufacturing PMI (ʻAukake)49.549.8
08:00🇪🇺2 pointsHCOB Eurozone Composite PMI (ʻAukake)50.750.9
08:00🇪🇺2 pointsHCOB Eurozone Services PMI (ʻAukake)50.851.0
11:30????????2 pointsUa ʻōlelo ʻo Bostic Member FOMC--------
12:30????????2 pointsKe hoʻomau nei i nā koi hana ʻole1,960K1,953K
12:30????????3 pointsNā hoʻopiʻi koi Jobless Initial226K224K
12:30????????3 pointsPhiladelphia Fed Manufacturing Index (ʻAukake)6.815.9
12:30????????2 pointsPhilly Fed Employment (Auk)----10.3
13:45????????3 pointsS&P Global Manufacturing PMI (ʻAukake)49.749.8
13:45????????2 pointsS&P Global Composite PMI (ʻAukake)----55.1
13:45????????3 pointsS&P Global Services PMI (ʻAukake)54.255.7
14:00????????3 pointsKe kūʻai aku nei i nā hale (Iulai)3.92M3.93M
14:00????????2 pointsKe kūʻai aku nei i nā hale (MoM) (Iulai)-----2.7%
14:00????????2 pointsHelu alakai US (MoM) (Iulai)-0.1%-0.3%
17:00????????2 points30-makahiki TIPS kudala----2.403%
20:30????????2 pointsKa Pepa Kaulike o Fed----6,644B
23:30🇯🇵2 pointsCPI Koho Lahui (YoY) (Iulai)3.0%3.3%
23:30🇯🇵2 pointsCPI Lahui (MoM) (Iulai)----0.1%

Hōʻuluʻulu manaʻo o nā hanana waiwai e hiki mai ana ma Augate 21, 2025

Nā hōʻailona o ka honua - Central Bank

ʻO Jackson Hole Symposium - 00:00 UTC

  • Pākuʻi: ka hanana macro koʻikoʻi loa o ka honua o ka pule. Hoʻohana pinepine ʻia nā waihona kālā waena, me ka Fed, ECB, a me BoJ, iā Jackson Hole e kuhikuhi i ke alakaʻi kulekele lōʻihi. ʻO kēlā me kēia ʻōlelo Fed e hoʻopilikia ikaika i ka USD, nā hua, a me nā kaulike honua.

ʻAsia – Iapana

au Jibun Bank Services PMI (ʻAukake) - 00:30 UTC

  • Prev .: 53.6
  • Pākuʻi: Hōʻike ka paʻa ma luna o 50 i ka hoʻonui ʻana i ka ʻāpana lawelawe o Iapana. E kaumaha ana ka lohi ma luna o JPY-sensitive equities.

ʻO Iapana National Core CPI (YoY, Jul) - 23:30 UTC

  • Ka wānana: 3.0% (ma mua 3.3%)
  • Pākuʻi: Hoʻokiʻekiʻe ʻia akā e hōʻike ana i ka disinflation. Hiki i kahi hāʻule ʻoi aku ke koi iā BoJ e lohi i ka hoʻopaʻa ʻana, hoʻonāwaliwali iā JPY.

CPI Lahui o Iapana (MoM, Jul) - 23:30 UTC

  • Prev .: + 0.1%
  • Pākuʻi: E nānā ʻia ke kūpaʻa o ka hoʻonui kālā; ʻO nā paʻi kiʻekiʻe e hoʻokiʻekiʻe i ka BoJ hawkish kaomi.

ʻEulopa - Nānā PMI

PMI Manufacturing Eurozone (ʻAukake) - 08:00 UTC

  • Ka wānana: 49.5 (Māmua 49.8)
  • Pākuʻi: Noho i loko o ka contraction; nawaliwali ikepili kaomi EUR.

Eurozone Composite PMI (ʻAukake) - 08:00 UTC

  • Ka wānana: 50.7 (Māmua 50.9)
  • Pākuʻi: Ma luna o 50 wale nō; ʻO nā pilikia āpau e pili ana i nā pilikia ulu hou.

PMI lawelawe Eurozone (ʻAukake) - 08:00 UTC

  • Ka wānana: 50.8 (Māmua 51.0)
  • Pākuʻi: ʻO ka lohi e huki i ka EUR a me ka manaʻo kaulike o ʻEulopa.

ʻAmelika Hui Pū ʻIa - Nā hōʻailona hana, hale a me ka hoʻonui

ʻŌlelo Bostic Member FOMC - 11:30 UTC

  • Pākuʻi: Hiki ke nānā i nā manaʻo Fed ma mua o Powell ma Jackson Hole.

Ke hoʻomau nei i nā koi hana ʻole - 12:30 UTC

  • Ka wānana: 1.960M (1.953M mua)
  • Pākuʻi: Hōʻike nā ʻōlelo kūpaʻa ʻaʻohe neʻe nui o ka mākeke hana.

Nā Koi Hana Hoʻomaka - 12:30 UTC

  • Ka wānana: 226K (224K ma mua)
  • Pākuʻi: ʻO ka piʻi iki ʻana e kūlike me ka mākeke hana paʻa.

Philadelphia Fed Manufacturing Index (Aug) - 12:30 UTC

  • Ka wānana: 6.8 (Māmua 15.9)
  • Pākuʻi: Hōʻike ka manaʻo nāwaliwali i ka hoʻomaha ʻana i ka hana kūloko.

Philly Fed Employment (Aug) - 12:30 UTC

  • Prev .: 10.3
  • Pākuʻi: E hōʻike ana ʻo Drop i ke koi lohi o ka hana.

S&P Global Manufacturing PMI (ʻAukake) - 13:45 UTC

  • Ka wānana: 49.7 (Māmua 49.8)
  • Pākuʻi: ʻO ka contractionary mau, e hoʻoikaika ana i ka ʻoihana lohi o US.

S&P Global Services PMI (ʻAukake) - 13:45 UTC

  • Ka wānana: 54.2 (Māmua 55.7)
  • Pākuʻi: ʻO ka ikaika akā ke emi nei; kiaʻi nā mākeke no nā hōʻailona o ka emi ʻana o ka lawelawe.

Ke kūʻai aku nei i ka hale (Iulai) - 14:00 UTC

  • Ka wānana: 3.92M (3.93M mua)
  • Pākuʻi: ʻO nā kūʻai hale haʻahaʻa e hōʻoiaʻiʻo i ka makemake hoʻomaha.

US alakai Index (MoM, Jul) - 14:00 UTC

  • Ka wānana: -0.1% (Mamua -0.3%)
  • Pākuʻi: Manaʻo e nāwaliwali ka hana ʻoihana akā ma ka wikiwiki.

30-makahiki TIPS Auction - 17:00 UTC

  • Prev .: 2.403%
  • Pākuʻi: Hiki i ka nāwaliwali ke koi aku i nā hua kiʻekiʻe, e pili ana i ka USD a me nā mea kaulike.

Palena Kaulike o Fed – 20:30 UTC

  • Prev .: $6.644T
  • Pākuʻi: Hoʻopili ke kūpaʻa a i ʻole ka ʻoki ʻana i nā kūlana wai.

Ka Hoʻopono Makeke

  • ʻO Asia: Hiki ke maʻalahi ka piʻi ʻana o Iapana, e hoʻoluliluli iā JPY, akā ʻo Jackson Hole e hoʻomalu i ka leo pilikia.
  • 'Europa: ʻO ka hoʻokuʻu ʻana o PMI e hōʻike ana i ka stagnation mau, e mālama ana i ka EUR ma lalo o ke kaomi ke ʻole nā ​​​​lawelawe e haʻalulu kiʻekiʻe.
  • US: Nā koi hana ʻole, nā PMI, nā hale, a me nā ʻikepili Philly Fed a leo hoʻokele wā pōkole, akā ʻo ka ʻōlelo ʻo Jackson Hole e uhi ana i nā mea āpau. Manaʻo i ka volatility ma USD, Treasuries, a me nā kaulike.

Helu Ka hopena: 9/10

  • Nā Keaukaha kī: ʻO Jackson Hole, nā koi hana ʻole a me nā PMI, Eurozone PMI, Iapana CPI.
  • Volatility i manaʻo ʻia: Kiʻekiʻe loa ma USD a me EUR; hoʻokiʻekiʻe ʻia ma JPY a me nā mea like.