Jeremy Oles

Lolomiina I le: 10/09/2025
Faasoa!
By Lolomiina I le: 10/09/2025
Taimi(GMT+0/UTC+0)MalotāuaEventForecasttalu ai
08:00????????2 pointsLipoti Faalemasina IEA--------
11:00????????2 pointsOPEC Lipoti Faalemasina--------
12:15🇪🇺2 pointsFua Faatatau o Fale Teutupe (Sep)2.00%2.00%
12:15🇪🇺2 pointsECB Nofoaga Faʻataga Lafoga----2.40%
12:15🇪🇺2 pointsFaʻamatalaga Faiga Faʻavae Tupe a le ECB--------
12:15🇪🇺2 pointsFa'ai'uga o Tului a le ECB (Sep)2.15%2.15%
12:30????????2 pointsFa'aauauina o Tulaga e leai ni Galuega----1,940K
12:30????????2 pointsCPI Autu (MoM) (Aoku)0.3%0.3%
12:30????????2 pointsCPI Autu (IoY) (Aoku)----3.1%
12:30????????2 pointsCPI (MoM) (Aoku)0.3%0.2%
12:30????????2 pointsCPI (IoY) (Aoku)2.9%2.7%
12:30????????2 pointsUluai Talosaga Faʻapea234K237K
12:45🇪🇺2 pointsFono a le ECB Press--------
14:15🇪🇺2 pointsNa saunoa le Peresetene ECB Lagarde--------
17:00????????2 pointsFa'atautu'i 30 Tausaga----4.813%
18:00????????2 pointsPaleni a le Malo Tele (Aoku)-305.7B-291.0B
20:30????????2 pointsPepa Paleni a Fed----6,602B
22:30🇳🇿2 pointsPisinisi NZ PMI (Aoku)----52.8
22:45🇳🇿2 pointsFa'atau Fa'atau Fa'atau Fa'atau (MoM) (Aoku)----0.2%

Aotelega o mea o le a o'o mai i le Tamaoaiga i Setema 11, 2025

Malosiaga Maketi – IEA & OPEC Lipoti

  • Lipoti Faalemasina IEA – 08:00 UTC
  • Lipoti Faalemasina OPEC - 11:00 UTC
  • Aafiaga: O lipoti uma e lua o le a faʻafouina ai manaʻoga / sapalai vaʻaia mo suauʻu.
    • Toe fa'aleleia (maualuga le mana'oga, maualalo le sapalai) → maualuga tau fa'atau, malosi le CAD/NOK, ma le malosi tutusa.
    • Su'esu'ega fa'aletonu → mamafa i le suau'u ma lagona lamatia.

Europa - Faiga Faʻavae a le ECB

Fa'ai'uga Fa'atatau o le ECB (Sep) - 12:15 UTC

  • Fua Faatatau o Fale Teutupe: 2.00% (tutusa)
  • Fua Faatatau Autu: 2.15% (tutusa)
  • Aafiaga: Leai se suiga ua faamoemoeina. O lo'o taula'i atu le maketi i:
    • Faʻamatalaga Faiga Faʻavae a le ECB & Lagarde's Press Conference (12:45 & 14:15 UTC).
    • Hawkish tone → EUR lagolago, fa'amaufa'ailoga e maua i luga.
    • Dovish tone → EUR fa'amalulu, tutusa tutusa e mafai ona fa'aopoopo.

Iunaite Setete – Inflation, Leipa & Bonds

CPI Faʻamatalaga (Aoku) - 12:30 UTC

  • CPI Autu (MoM): 0.3% (tutusa)
  • CPI (IoY): 2.9% (muamua 2.7%)
  • Aafiaga:
    • Hotter CPI → Fed hawkishness toe faʻaleleia, USD i luga, fua faʻatupu maualuga, faʻatau tutusa.
    • CPI vaivai → USD vaivai, tutusa i luga, fa'aputuga fa'amau.

Talosaga Leai ni Galuega – 12:30 UTC

  • Muamua: 234K (muamua 237K)
  • Fa'aauau: ~1.94M (muamua 1.94M)
  • Aafiaga: Talosaga mautu = maufetuuna'i maketi faigaluega → fa'aitiitia le potu o Fed e fa'amalieina. Spike maualuga o le a lagolagoina faʻamoemoega faʻapitoa.

30-Tausaga Fa'atautu'i - 17:00 UTC

  • Fua muamua: 4.813%
  • Aafiaga: Fa'atatauga o tau nono mo taimi uumi. Manaomia vaivai → maualuga maualuga, mamafa i luga o tupe tutusa. Manaomia malosi → fa'amama avega fa'atasi i pone ma fa'asoa.

Fa'atatau o Tupe a le Feterale (Aug) - 18:00 UTC

  • Valoaga -305.7B (muamua -291B)
  • Aafiaga: Fa'aletonu tetele → atugaluga aitalafu mo taimi umi, e ono mamafa i pone & lagona USD.

Pepa Paleni Fed - 20:30 UTC

  • Talu ai: $ 6,602B
  • Aafiaga: O le fa'aitiitia e lagolagoina ai le fa'amalieina o le suavai, o le fa'alauteleina o le a fa'aalia ai le fa'amalieina.

Niu Sila – Tulaga Pisinisi

Pisinisi NZ PMI (Aoku) – 22:30 UTC

  • Talu ai: 52.8
  • Aafiaga: I luga atu o le 50 = faʻalauteleina, lagolago mo NZD. Ole tulaga vaivai ole a afaina ai lagona ole NZD.

Fa'atau Fa'atau Fa'atau Fa'atau (Aug) - 22:45 UTC

  • Talu ai: + 0.2%
  • Aafiaga: E atagia ai le malosi o manaoga o tagata faatau; upside lagolago NZD.

Su'esu'ega o Aafiaga Maketi

  • Malosiaga: IEA & OPEC e mafai ona fa'aosoina vave le suau'u suau'u.
  • ECB: E foliga mai e tumau le faaiuga o le tau, ae o le leo a Lagarde o le a setiina ai le EUR.
  • US: CPI o le avetaavale maketi autu o le aso. O fa'atautu'i fa'atupe ma fa'aletonu tau tupe e fa'amalosia ai le fa'atuputeleina o fua o tupe a le Matagaluega o Tupe.
  • NZ: A'afiaga lona lua, ae o fa'amatalaga fa'atau oloa e mafai ona fa'agaoioia NZD i fefa'ataua'iga a Asia.

Aotelega o Aafiaga: 9/10

  • Aisea: US CPI, fa'ai'uga faiga fa'avae a le ECB, ma fa'afouga o maketi suau'u faia ai se aso aveta'avale tolu mo FX, tutusa, noa, ma oloa.