Jeremy Oles
E kaʻana!
| Wā(GMT+0/UTC+0) | Moku'āina | nui | Event | | Previous |
| 00:00 |  | 2 points | ʻO Jackson Hole Symposium | ---- | ---- |
| 14:00 | | 3 points | Ua ʻōlelo ʻo Fed Chair Powell | ---- | ---- |
| 17:00 | | 2 points | Ka helu ʻana o ka ʻaila ʻaila ʻo US Baker Hughes | ---- | 412 |
| 17:00 | | 2 points | Hui Pū ʻia ʻo Baker Hughes ʻAmelika Hui Pū ʻIa | ---- | 539 |
| 19:30 | | 2 points | Nā kūlana net speculative CFTC Oil Crude | ---- | 116.7K |
| 19:30 | | 2 points | CFTC Gold speculative net kūlana | ---- | 229.5K |
| 19:30 | | 2 points | ʻO CFTC Nasdaq 100 mau kūlana kikoʻī | ---- | 33.8K |
| 19:30 | | 2 points | CFTC S&P 500 mau kūlana kikoʻī kikoʻī | ---- | -139.6K |
| 19:30 |  | 2 points | Nā kūlana net speculative CFTC AUD | ---- | -83.6K |
| 19:30 |  | 2 points | CFTC JPY nā kūlana net speculative | ---- | 82.0K |
| 19:30 |  | 2 points | Nā kūlana net speculative CFTC EUR | ---- | 116.0K |
Hōʻuluʻulu manaʻo o nā hanana waiwai e hiki mai ana ma Augate 22, 2025
Ka Honua – Ka Manaʻo Bank Central
ʻO Jackson Hole Symposium – Nā lā a pau (00:00 UTC)
- Pākuʻi: hanana mau. ʻO ka mōʻaukala, ʻo Jackson Hole kahi i hōʻailona ai nā waihona waihona nā hoʻololi kulekele nui (e laʻa, QE ma 2010, hoʻopaʻa ʻia i 2021). E hahai nā mea kūʻai aku i kēlā me kēia ʻōlelo no nā ʻōlelo aʻoaʻo e pili ana i ka Fed a me ka hoʻonohonoho kālā kālā.
- Nā waiwai nui i hoʻopili ʻia: USD, US Treasuries, equities honua, gula.
ʻŌlelo ʻo Fed Chair Powell - 14:00 UTC
- Pākuʻi: ka hanana koʻikoʻi loa o ka lā. ʻO ka leo o Powell (hawkish vs dovish) e kuhikuhi i ke alakaʻi mākeke no ka wā kokoke.
- Hawkish: Hoʻoikaika i ka USD, hoʻokiʻekiʻe i ka waihona kālā, hoʻoikaika i nā kaulike.
- Dovish: Hoʻonāwaliwali i ka USD, kākoʻo i nā kaulike, hoʻonui i ke gula.
ʻAmelika Hui Pū ʻIa – Energy & Positioning
Ka helu ʻana o ka ʻaila ʻaila US Baker Hughes - 17:00 UTC
- Prev .: 412
- Pākuʻi: ʻO ka hāʻule ʻana o nā helu rig e hōʻike ana i ka paʻa ʻana o ka lako, e kākoʻo ana i nā kumukūʻai ʻaila. Hōʻike nā rigs kūpaʻa a piʻi aʻe paha i ka hana ʻana, ke kaupaona ʻana i ka ʻaila.
Ka helu ʻana o US Baker Hughes - 17:00 UTC
- Prev .: 539
- Pākuʻi: Hāʻawi i ka ʻike ākea o ka hana wili, me nā hopena like no nā mākeke ikehu.
Nā Hōʻike Kūlana CFTC - 19:30 UTC
- ʻO ka ʻaila ʻaila Spec Net kūlana: Mamua. +116.7K → ʻO nā lōʻihi kiʻekiʻe = manaʻo bullish i ka ʻaila.
- Nā Kūlana Kūlana Kūlana gula: Mamua. +229.5K → Hōʻike ka ʻike lōʻihi kiʻekiʻe i ke koi paʻa ikaika.
- Nasdaq 100 Spec Net kūlana: Mamua. +33.8K → Manaʻo maikaʻi i nā mea ʻenehana.
- Nā Kūlana S&P 500 Spec Net: Mamua. -139.6K → Hōʻike nā pōkole ʻupena i ka hoʻohaʻahaʻa bearish i nā kaulike ākea.
- AUD Spec Net kūlana: Mamua. -83.6K → Hōʻike ke kūlana bearish i ka hoʻomau ʻana i nā pilikia i lalo.
- Nā Kūlana Kūlana Kūlana JPY: Mamua. +82.0K → Hōʻailona lōʻihi i ke koi palekana.
- Nā Kūlana Kūlana Kūlana EUR: Mamua. +116.0K → Hōʻike ka lōʻihi o ka ʻupena i ka bullishness EUR, pili i ka leo ECB.
Ka Hoʻopono Makeke
- ʻO Jackson Hole + Powell Speech = Keaukaha Makeke honua
- E uhi kēia i nā hanana ʻē aʻe a pau. Hoʻoholo ka leo o Powell i ke kumukūʻai o nā mākeke i nā piʻi Fed hou aku, hoʻolōʻihi i nā kumukūʻai kiʻekiʻe, a i ʻole ka hoʻohaʻahaʻa mua ʻana.
- Mākeke ikehu: Hiki i ka helu rig a me nā kūlana aila CFTC ke hoʻoikaika i ka ʻaila bullish inā paʻa ka lako a piʻi ka lōʻihi.
- ʻO nā mea hao makamae: Ua hoʻokiʻekiʻe ʻia ke kūlana gula; Hiki i ko Powell ke hoʻoikaika i kahi hui hoʻomaha.
- Kaulike: Hōʻike ka hoʻonohonoho ʻana o Nasdaq a me S&P tech optimism akā ʻoi aku ka akahele mākeke. Hiki i ka Powell ke ʻoki i nā pōkole, ʻoiai nā ʻōlelo hawkish e hoʻonui i ka pilikia kaulike.
- FX: Hōʻike ke kūlana AUD a me EUR i ka manaʻo ʻokoʻa - nāwaliwali o AUD (pilikia waiwai) vs ka ikaika EUR (pili ECB hawkishness). Noho ʻo JPY i kahi pā palekana.
Helu Ka hopena: 10/10
- ʻO ka haʻiʻōlelo ʻo Jackson Hole a Powell ka hanana nui loa o ʻAukake no nā mākeke honua.
- E kiʻekiʻe loa ka volatility ma waena USD, US Treasuries, gula, aila, equities, a me na hui FX nui.
