Jeremy Oles
E kaʻana!
| Wā(GMT+0/UTC+0) | Moku'āina | nui | Event | | Previous |
| 09:00 |  | 2 points | Ua ʻōlelo ʻo De Guindos o ECB | ---- | ---- |
| 12:30 |  | 3 points | Papa helu kumu kūʻai PCE kumu (MoM) (Iulai) | 0.3% | 0.3% |
| 12:30 | | 3 points | Papa kuhikuhi kumu kumu kūʻai PCE (YoY) (Iulai) | 2.9% | 2.8% |
| 12:30 | | 2 points | Koena Kūʻai Waiwai (Iulai) | -90.20B | -84.85B |
| 12:30 | | 2 points | Helu kumu kūʻai PCE (YoY) (Iulai) | 2.6% | 2.6% |
| 12:30 | | 2 points | Helu helu kumu kūʻai PCE (MoM) (Iulai) | 0.2% | 0.3% |
| 12:30 | | 2 points | Hoʻolilo Pilikino (MoM) (Iulai) | 0.5% | 0.3% |
| 12:30 | | 2 points | Nā Waiwai Kūʻai Kūʻai Ex Auto (Iulai) | ---- | -0.1% |
| 13:45 | | 3 points | Chicago PMI (ʻAukake) | 46.6 | 47.1 |
| 14:00 | | 2 points | ʻO nā manaʻolana hoʻonui o Michigan 1-makahiki (ʻAukake) | 4.9% | 4.9% |
| 14:00 | | 2 points | ʻO nā manaʻolana hoʻonui o Michigan 5-makahiki (ʻAukake) | 3.9% | 3.4% |
| 14:00 | | 2 points | ʻO nā manaʻolana o nā mea kūʻai aku ʻo Michigan (ʻAukake) | 57.2 | 57.7 |
| 14:00 | | 2 points | Manaʻo Mea Hoʻohana ʻo Michigan (ʻAukake) | 58.6 | 61.7 |
| 15:30 | | 2 points | ʻO Atlanta Fed GDPNow (Q3) | 2.2% | 2.2% |
| 17:00 | | 2 points | Ka helu ʻana o ka ʻaila ʻaila ʻo US Baker Hughes | ---- | 411 |
| 17:00 | | 2 points | Hui Pū ʻia ʻo Baker Hughes ʻAmelika Hui Pū ʻIa | ---- | 538 |
| 19:30 | | 2 points | Nā kūlana net speculative CFTC Oil Crude | ---- | 120.2K |
| 19:30 | | 2 points | CFTC Gold speculative net kūlana | ---- | 212.6K |
| 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 | ---- | -171.5K |
| 19:30 |  | 2 points | Nā kūlana net speculative CFTC AUD | ---- | -94.9K |
| 19:30 |  | 2 points | CFTC JPY nā kūlana net speculative | ---- | 77.6K |
| 19:30 | | 2 points | Nā kūlana net speculative CFTC EUR | ---- | 118.7K |
Hōʻuluʻulu manaʻo o nā hanana waiwai e hiki mai ana ma Augate 29, 2025
ʻEulopa - ECB
ʻŌlelo ʻo De Guindos o ECB - 09:00 UTC
- Pākuʻi: E nānā nā mākeke no ka manaʻo e pili ana i ka hoʻomau ʻana o ka hoʻonui kālā a i ʻole ke kuhikuhi kulekele kālā. Hiki i nā leo Hawkish ke hoʻoikaika i ka euro; hiki i nā ʻōlelo hoʻomāinoino ke koi.
ʻAmelika Hui Pū ʻIa - ʻIkepili Hoʻonui, Ulu a me Manaʻo
Ka Papa Kuhikuhi Kumu PCE (MoM, Jul) - 12:30 UTC
- Ka wānana: +0.3% (Ma mua: +0.3%)
Ka Papa Kuhikuhi Kumu PCE (YoY, Jul) - 12:30 UTC
- Ka wānana: 2.9% (Mamua: 2.8%)
Ka Papa Kuhikuhi PCE (MoM & YoY, Jul) - 12:30 UTC
- Ka wanana MoM: +0.2% (Ma mua: +0.3%)
- ʻO ka wānana YoY: +2.6% (Ma mua: +2.6%)
- Pākuʻi: ʻO PCE ka mea i makemake nui ʻia e ka Fed.
- Hoʻopaʻa paʻa ka MoM kumu 0.3% paʻa i ka piʻi ʻana, hiki ke lohi i ka hōʻemi ʻana i ka uku.
- ʻO kēlā me kēia haʻahaʻa haʻahaʻa e hōʻoluʻolu i ke kaomi i ka Fed a hoʻonui i nā kaulike.
Kauna Kūʻai Kūʻai (Iulai) - 12:30 UTC
- Ka wānana: -$90.2B (Mamua: -$84.85B)
- Pākuʻi: ʻO ka hapa nui e hōʻike ana i nā hoʻokomo ikaika, hiki ke kaupaona i nā manaʻo GDP a me USD.
Hoʻolilo Pilikino (MoM, Jul) - 12:30 UTC
- Ka wānana: +0.5% (Ma mua: +0.3%)
- Pākuʻi: Kākoʻo ka hoʻolilo ikaika i ka ulu ʻana akā hiki ke hoʻomau i ka hopohopo o ka hoʻonui.
Nā Kūʻai Kūʻai Kūʻai Ex Auto (Iulai) - 12:30 UTC
- Mamua: -0.1%
- Pākuʻi: Hāʻawi i ka ʻike i nā pae waiwai; ʻO ka emi ʻana o nā mea waiwai e hōʻike ana i ka manaʻo o nā ʻoihana i nā koi nāwaliwali.
Chicago PMI (ʻAukake) - 13:45 UTC
- Ka wānana: 46.6 (Prev.: 47.1)
- Pākuʻi: Hōʻike ʻia kahi heluhelu sub-50 i ka hoʻomau ʻana i ka hana ʻana ma Midwest, bearish no ka USD a me nā kaulike inā nāwaliwali ma mua o ka mea i manaʻo ʻia.
ʻIkepili Mea Kūʻai ʻo Michigan (ʻAukake) - 14:00 UTC
- 1-makahiki hoʻonui manaʻolana: 4.9% (ʻaʻole i loli)
- 5-makahiki hoʻonui manaʻolana: 3.9% (Mamua: 3.4%)
- Manaʻo mea kūʻai: 57.2 (Prev.: 57.7)
- Manaʻo mea kūʻai: 58.6 (Prev.: 61.7)
- Pākuʻi: Hiki i nā manaʻolana hoʻonui lōʻihi ke hoʻopau i nā mākeke pili. Hōʻike ka manaʻo nāwaliwali i ka lohi ʻana i ka hilinaʻi o ka home, ke kaupaona nei i ka ulu ʻana.
Atlanta Fed GDPNow (Q3) - 15:30 UTC
- Ka wānana: 2.2% (ʻaʻole i loli)
- Pākuʻi: Hōʻike ka hoʻolālā kūpaʻa i ka ulu haʻahaʻa; e kākoʻo nā hoʻoponopono ikaika i ka USD.
Ka helu ʻana o ka ʻaila ʻaila US Baker Hughes - 17:00 UTC
- Mamua: 411 rigs
- Pākuʻi: Kākoʻo pinepine ʻia nā helu ʻaila haʻahaʻa i nā kumukūʻai aila, e hoʻoikaika ana i nā kaulike ikehu a me nā waiwai pili i ka inflation.
Hoʻonohonoho CFTC - 19:30 UTC
- Ka lōʻihi o ka ʻaila ʻaila: 120.2K
- Uena gula loloa: 212.6K
- Nasdaq 100 upena lōʻihi: 33.8K
- S&P 500 ʻupena pōkole: -171.5K
- AUD upena pōkole: -94.9K
- Ka lōʻihi o JPY: 77.6K
- Ka lōʻihi o ka ʻupena EUR: 118.7K
- Pākuʻi: Hāʻawi ka ʻikepili hoʻonohonoho i nā ʻike manaʻo. ʻO ke gula ikaika a me ka EUR longs e hōʻike ana i nā mākeke e pale aku i ka ikaika USD, ʻoiai nā pōkole kaulike mau e hōʻike ana i ka makemake pilikia.
Ka Hoʻopono Makeke
- 'Europa: Hiki i ka ECB's De Guindos ke hoʻoulu i nā neʻe EUR no ka wā pōkole ma muli o ke kani.
- US: ʻIke ʻikepili kaumaha me Core PCE, Pilikino Pilikino, a me Michigan manaʻolana i ke kukui. Inā noho wela ka PCE a piʻi aʻe ka manaʻolana o ka hoʻonui ʻana i ka wā lōʻihi, hiki ke hoʻopaneʻe ʻia ka hōʻemi ʻana o Fed rate, e hoʻokiʻekiʻe ana i ka USD akā ke kaupaona nei i nā kaulike.
- Ike: ʻO ka helu rig a me ke kūlana CFTC e hoʻohui i ka volatility no nā kumukūʻai aila.
- Pilikia holoʻokoʻa: E kiʻekiʻe ka ʻike mākeke i ka hoʻonui ʻana a me nā hōʻailona hilinaʻi o nā mea kūʻai.
Helu Ka hopena: 9/10
- No ke aha mai: me ʻO ka helu hoʻonui nui o Fed (Core PCE), ka hilinaʻi o ka mea kūʻai aku, a me ka ʻikepili kālepa i ka pāʻani, hiki i kēia kau ke hoʻonohonoho i ka leo no nā manaʻolana kulekele Fed i Kepakemapa.
