Jeremy Oles

Hoʻopuka ʻia ma: 26/06/2025
E kaʻana!
By Hoʻopuka ʻia ma: 26/06/2025
Wā(GMT+0/UTC+0)Moku'āinanuiEventForecastPrevious
10:00🇪🇺2 pointsHuina alakai o EU--------
11:30????????2 pointsUa ʻōlelo ʻo Williams Member FOMC--------
12:30????????3 pointsPapa kuhikuhi kumu kumu kūʻai PCE (MoM) (Mei)0.1%0.1%
12:30????????3 pointsPapa helu kumu kūʻai PCE kumu (YoY) (Mei)2.6%2.5%
12:30????????2 pointsHelu helu kumu kūʻai PCE (MoM) (Mei)0.1%0.1%
12:30????????2 pointsHelu helu kumu kūʻai PCE (YoY) (Mei)2.3%2.1%
12:30????????2 pointsHoʻolilo Pilikino (MoM) (Mei)0.1%0.2%
14:00????????2 pointsʻO nā manaʻolana hoʻonui makahiki ʻo Michigan (Iun)5.1%6.6%
14:00????????2 pointsʻO nā manaʻolana hoʻonui makahiki ʻo Michigan (Iun)4.1%4.2%
14:00????????2 pointsʻO nā manaʻolana o nā mea kūʻai aku ʻo Michigan (Iun)58.447.9
14:00????????2 pointsManaʻo mea kūʻai aku ʻo Michigan (Iun)60.552.2
15:30????????2 pointsʻO Atlanta Fed GDPNow (Q2) ----3.4%
17:00????????2 pointsKa helu ʻana o ka ʻaila ʻaila ʻo US Baker Hughes----438
17:00????????2 pointsHui Pū ʻia ʻo Baker Hughes ʻAmelika Hui Pū ʻIa----554
20:30????????2 pointsNā hopena hōʻike koʻikoʻi ʻo Fed Bank--------

Hōʻuluʻulu manaʻo o nā hanana waiwai e hiki mai ana ma Iune 27, 2025

ʻO ka Eurozone

1. Hui Kūkākūkā o EU - 10:00 UTC

  • Ka hopena makeke:
    • He ʻaha kūkā no nā hoʻoholo kulekele i hoʻonohonoho ʻia, e pili ana i nā pilikia kālā a me ka geopolitical.
    • Hiki i nā hopena ke hoʻololi ʻO ka manaʻo EUR a me ka dynamics pili aupuni.

ʻAmelika Hui Pū ʻIa

2. ʻŌlelo ʻo Williams Member FOMC - 11:30 UTC

  • Ka hopena makeke:
    • Hiki i kāna mau ʻōlelo ke alakaʻi i nā manaʻolana e pili ana i ke kulekele Fed. Kākoʻo ka leo Hawkish USD a me nā hua; hoʻonui ka leo dovish waiwai pilikia.

3. Nā Kūʻai Kūʻai PCE & Hoʻolilo Pilikino (Mei) - 12:30 UTC

  • PCE kumu (MoM): 0.1% YoY: 2.6%
  • Poʻomanaʻo PCE (MoM): 0.1% YoY: 2.3%
  • Hoʻolilo Pilikino (MoM): 0.1%
  • Ka hopena makeke:
    • E like me ke ana o ka hoʻonui nui ʻana o ka Fed, hiki i kahi PCE koʻikoʻi ma luna o 2.5% ke hoʻohaumia i nā manaʻolana a me ka puʻuwai. bona a me USD.
    • ʻO nā heluhelu nāwaliwali a haʻahaʻa paha e hoʻomau i ke kaomi hoʻomāmā i nā manaʻolana.

4. ʻO Michigan Consumer Survey (Iun) - 14:00 UTC

  • 1-makahiki hoʻonui: 5.1% Previous: 6.6%
  • 5-makahiki hoʻonui: 4.1% Previous: 4.2%
  • Manaʻo mea kūʻai: 58.4 | Previous: 47.9
  • Manaʻo mea kūʻai: 60.5 | Previous: 52.2
  • Ka hopena makeke:
    • Hōʻike ʻia nā manaʻolana hoʻonui haʻahaʻa me ka rebound i ka manaʻo hoʻomaikaʻi i ka hilinaʻi o ka mea kūʻai, kākoʻo ʻelua nā kaulike kaulike a Hanai ahonui.

5. Atlanta Fed GDPNow (Q2) - 15:30 UTC

  • Ka wānana: ~ 3.4%
  • Ka hopena makeke:
    • Kākoʻo ka nānā ʻana i ka ulu ʻana i ke kūpaʻa ma kūlana kālā.

6. US Baker Hughes Rig helu - 17:00 UTC

  • ʻAʻohe: 438 | Total: 554
  • Ka hopena makeke:
    • Hiki ke hoʻonui i ka emi ʻana o ka helu rig ka nui o kaʻaila, ʻoiai hiki i ka piʻi ʻana ke koi i ka ʻāpana ikehu.

7. Nā hopena ho'āʻo koʻikoʻi Fed Bank - 20:30 UTC

  • Ka hopena makeke:
    • Koʻikoʻi no hilinaʻi ʻoihana panakō. Kākoʻo kahi hopena maʻemaʻe waihona kālā, ʻoiai hiki i nā pilikia ke hōʻeha i ka hana o ka ʻāpana a me ka manaʻo pilikia ākea.

Ka Hoʻopono Makeke

  • Kau ʻana o Fed-centric e hōʻike ana i nā hōʻailona hoʻonui nui, nā manaʻo o nā mea kūʻai aku, a me nā ʻōlelo a Williams.
  • ʻO ka loiloi Michigan hiki ke hāʻawi i ka ʻike i ka ʻano o nā mea kūʻai aku a me nā manaʻolana hoʻonui-mea nui no ke kulekele Fed.
  • ka Ka hopena ho'āʻo koʻikoʻi Fed hoʻohui i kahi papa ʻē aʻe, e kālele ana i ke kūpaʻa ʻana o ka ʻōnaehana kālā.
  • Huina EU hiki ke hāʻawi i nā hōʻano hou geopolitical a i ʻole fiscal, i ka hopena maʻalahi Nā waiwai EUR a me EU.

Helu Ka hopena: 8/10

Ke Alakai Nui:

  • E nānā i ka Paʻi PCE kumu a me nā manaʻolana o nā mea kūʻai no nā hōʻailona e pili ana i nā ʻano inflation a me nā manaʻo Fed.
  • Nā ʻōlelo a Williams a me ka hōʻike koʻikoʻi panakō e alakaʻi i nā mākeke ma ke kulekele a me ke kūpaʻa kālā.
  • ka Huina EU hāʻawi i ka pōʻaiapili no ka EUR, ʻoiai ʻikepili rig hiki ke hoʻololi i ka hoʻonohonoho ʻana o ka ʻāpana ikehu.