Jeremy Oles

Lolomiina I le: 28/08/2025
Faasoa!
By Lolomiina I le: 28/08/2025
Taimi(GMT+0/UTC+0)MalotāuaEventForecasttalu ai
09:00🇪🇺2 pointsECB's De Guindos tautala--------
12:30????????3 pointsAutu PCE Tau Fa'ailoga (MoM) (Iul)0.3%0.3%
12:30????????3 pointsAutu PCE Tau Fa'ailoga (IoY) (Iul)2.9%2.8%
12:30????????2 pointsPaleni Fefa'ataua'iga o Oloa (Iul)-90.20B-84.85B
12:30????????2 pointsPCE Fa'ailoga tau (IoY) (Iul)2.6%2.6%
12:30????????2 pointsFa'ailoga tau o le PCE (MoM) (Iul)0.2%0.3%
12:30????????2 pointsTupe Fa'aalu a le Tagata Lava Ia (MoM) (Iul)0.5%0.3%
12:30????????2 pointsOloa Fa'atau Fa'atau Ex Auto (Iul)-----0.1%
13:45????????3 pointsChicago PMI (Aoku)46.647.1
14:00????????2 pointsMichigan 1-Tausaga Fa'amoemoeina o le Si'itia o Tupe (Aoku)4.9%4.9%
14:00????????2 pointsMichigan 5-Tausaga Fa'amoemoeina o le Si'itia o Tupe (Aoku)3.9%3.4%
14:00????????2 pointsMichigan Fa'amoemoega Tagata Fa'atau (Aoku)57.257.7
14:00????????2 pointsMichigan Consumer Sentiment (Aoku)58.661.7
15:30????????2 pointsAtlanta Fed GDPNow (Q3)2.2%2.2%
17:00????????2 pointsU.S. Baker Hughes Suau'u Fa'atauga----411
17:00????????2 pointsU.S. Baker Hughes Aofa'iga o Rig Count----538
19:30????????2 pointsCFTC Suau'u Matagofie tulaga tau upega----120.2K
19:30????????2 pointsCFTC Gold tulaga fa'akomepiuta upega----212.6K
19:30????????2 pointsCFTC Nasdaq 100 tulaga fa'akomepiuta----33.8K
19:30????????2 pointsCFTC S&P 500 tulaga fa'akomepiuta-----171.5K
19:30🇦🇺2 pointsCFTC AUD tulaga tau fa'amatalaga-----94.9K
19:30🇯🇵2 pointsCFTC JPY tulaga fa'akomepiuta----77.6K
19:30🇪🇺2 pointsCFTC EUR tulaga fa'atauva'a upega----118.7K

Aotelega o mea o le a o'o mai i le Tamaoaiga i Aokuso 29, 2025

Europa - ECB

ECB's De Guindos Speaks - 09: 00 UTC

  • Aafiaga: O maketi o le a mata'ituina mo fa'amatalaga i le fa'aauau pea o le tau o le tau po'o le fa'atonuga o faiga fa'avae tau tupe. O leo Hawkish e mafai ona faʻamalosia le euro; e ono fa'aoso ai ni fa'amatalaga fa'aletonu.

Iunaite Setete - Faʻamatalaga o le Faʻatupulaia, Faʻateleina & Faʻamatalaga

Core PCE Price Index (MoM, Iul) - 12:30 UTC

  • Valoaga + 0.3% (Ua mavae: +0.3%)

Core PCE Price Index (IoY, Iul) - 12:30 UTC

  • Valoaga 2.9% (Ua mavae: 2.8%)

PCE Price Index (MoM & YoY, Jul) - 12:30 UTC

  • Vaaiga a Tina: + 0.2% (Ua mavae: +0.3%)
  • YoY Va'aiga: + 2.6% (Ua mavae: +2.6%)
  • Aafiaga: O le PCE o le fua fa'atatau o tau o lo'o mana'omia e le Fed.
    • Ole 0.3% matua ole MoM e tumau pea le tau o le tau, atonu e tuai ai ona pa'u fua.
    • Soʻo se faʻalavelave faʻateʻia o le a faʻaitiitia ai le mamafa i luga o le Fed ma faʻateleina tupe tutusa.

Paleni Fefa'ataua'iga o Oloa (Iula) - 12:30 UTC

  • Valoaga -$90.2B (Ua mavae: -$84.85B)
  • Aafiaga: O le tele o pa'u o lo'o ta'u mai ai le malosi o oloa mai fafo, e ono mamafa i fa'amoemoega o le GDP ma le USD.

Tupe Fa'aalu a le Tagata Lava Ia (MoM, Iul) - 12:30 UTC

  • Valoaga + 0.5% (Ua mavae: +0.3%)
  • Aafiaga: O tupe fa'aalu malosi e lagolago ai le fa'atupulaia o le tuputupu a'e ae e ono fa'atumauina atugaluga o tau o le tau.

Fa'atau oloa Ex Auto (Iula) - 12:30 UTC

  • Muamua: -0.1%
  • Aafiaga: Tuuina atu le malamalama i tulaga o oloa; fa'aitiitiga o fa'amaumauga o lo'o fa'ailoa mai ai e fa'amoemoe e fa'aletonu le mana'oga.

Chicago PMI (Aoku) - 13:45 UTC

  • Valoaga 46.6 (Fai.: 47.1)
  • Aafiaga: O se faitauga i lalo-50 e faʻaalia ai le faʻasolosolo faʻasolosolo i totonu o Midwest gaosiga, paʻu mo le USD ma tutusa pe a vaivai nai lo le faʻamoemoe.

Michigan Consumer Data (Aug) - 14:00 UTC

  • 1-Tausaga Fa'amoemoega o le Si'itia o Tupe: 4.9% (e le suia)
  • 5-Tausaga Fa'amoemoega o le Si'itia o Tupe: 3.9% (Ua mavae: 3.4%)
  • Fa'amoemoega a tagata fa'atau: 57.2 (Fai.: 57.7)
  • Manatu o Tagata Fa'atau: 58.6 (Fai.: 61.7)
  • Aafiaga: O fa'amoemoega maualuga o tau o lo'o i luga ole tau e ono fa'alavelaveina ai fa'atauga tau tupe. O lagona vaivai e faʻaalia ai le faʻagesegese o le talitonuga o le aiga, faʻatatau i le tuputupu aʻe.

Atlanta Fed GDPNow (Q3) - 15:30 UTC

  • Valoaga 2.2% (e le suia)
  • Aafiaga: O fa'ata'ita'iga tumau e fa'ailoa ai le tuputupu a'e feololo; malosi toe teuteu maualuga o le a lagolagoina USD.

US Baker Hughes Su'u Suau'u Faitauga - 17:00 UTC

  • Muamua: 411 rigs
  • Aafiaga: E masani ona lagolagoina e tau o le suau'u le tau maualalo, fa'aaafiaina tutusa o le malosi ma aseta e feso'ota'i ma tau.

Tulaga CFTC - 19:30 UTC

  • Ole upega ole suauu mama 120.2K
  • O upega auro umi: 212.6K
  • Nasdaq 100 net umi: 33.8K
  • S&P 500 net shorts: -171.5K
  • AUD net shorts: -94.9K
  • JPY Net umi: 77.6K
  • EUR net umi: 118.7K
  • Aafiaga: O fa'amaumauga fa'atulagaina e maua ai fa'ailoga lagona. O le auro malosi ma le EUR umi o loʻo fautua mai ai le puipuia o maketi e faasaga i le malosi o le USD, aʻo faʻataʻitaʻiga tutusa pupuu e atagia ai le faʻaeteete i tulaga lamatia.

Su'esu'ega o Aafiaga Maketi

  • Europa: ECB's De Guindos e mafai ona faʻaosoina taimi pupuu EUR e faʻatatau i le leo.
  • US: Fa'atonuga fa'amatalaga mamafa ma Autu PCE, Tupe Faʻaalu a le Tagata Lava Ia, ma faʻamoemoega Michigan i le malamalama. Afai e tumau pea le vevela o le PCE ma faʻatupuina faʻamoemoega o le tau umi, e mafai ona tuai le faʻaitiitia o fua faatatau Fed, siitia le USD ae mamafa i luga o tupe tutusa.
  • Malosiaga: E fa'aopoopo le tau o le suau'u ma le fa'atulagaina o le CFTC.
  • Aotelega Tulaga lamatia: O le a maualuga le ma'ale'ale o maketi ile tau o le tau ma fa'ailoga mautinoa o tagata fa'atau.

Aotelega o Aafiaga: 9/10

  • Aisea: i Ole fua ole tau ole tau ole tupe a le Fed (Core PCE), talitonuina o tagata faatau, ma faʻamatalaga tau fefaʻatauaʻiga uma, o lenei vasega e mafai ona faʻatulagaina le leo mo faʻamoemoega a le Fed ia Setema.