Jeremy Oles

Lolomiina I le: 03/12/2024
Faasoa!
Mea tau tamaoaiga o loma 4 Tesema 2024
By Lolomiina I le: 03/12/2024
Taimi(GMT+0/UTC+0)Malotāuamea na Tutupuvāloʻagatalu ai
00:30''manatu 2GDP (QoQ) (Q3)0.5%0.2%
00:30''manatu 2GDP (IoY) (Q3)1.1%1.0%
00:30🇯🇵manatu 2au Jibun Bank Japan Services PMI (Nov)50.249.7
01:45''manatu 2Caixin Services PMI (Nov)52.552.0
09:00🇪🇺manatu 2HCOB Eurozone Composite PMI (Nove)48.150.0
09:00🇪🇺manatu 2HCOB Eurozone Services PMI (Nove)49.251.6
13:15????????manatu 3Suiga ole Galuega a le ADP (Nov)166K233K
13:30🇪🇺manatu 2Na saunoa le Peresetene ECB Lagarde------
14:45????????manatu 2S&P Global Composite PMI (Nov)55.354.1
14:45????????manatu 3S&P Global Services PMI (Nov)57.055.0
15:00????????manatu 2Oaiga Falegaosi (MoM) (Oke)0.3%-0.5%
15:00????????manatu 2ISM e le o ni Gaosiga Galuega (Nov)53.053.0
15:00????????manatu 3ISM e le o ni mea faufale PMI (Nov)55.556.0
15:00????????manatu 3Tau o le ISM e le o le gaosiga (Nov)56.458.1
15:30????????manatu 3Faʻasologa o Suauu Paʻu----1.844M
15:30????????manatu 2Cushing Oil Suau'u Fa'atauga----0.909M
15:30🇪🇺manatu 2Na saunoa le Peresetene ECB Lagarde------
18:45????????manatu 3Saunoa le Taitaifono Fed Powell  ------
19:00????????manatu 2Tusi ena------

Aotelega o mea o le a o'o mai i le Tamaoaiga ia Tesema 4, 2024

  1. Fa'amatalaga GDP a Ausetalia (Q3) (00:30 UTC):
    • QoQ: Va'aiga: 0.5%, Muamua: 0.2%.
    • IOY: Va'aiga: 1.1%, Muamua: 1.0%.
      O le malosi o le GDP o le a faʻaalia ai le toe faʻaleleia o le tamaoaiga, lagolagoina le AUD. O fa'amaumauga vaivai e fa'ailoa mai ai le fa'agesegese o gaioiga tau tamaoaiga, e ono mamafa ai le tupe.
  2. Iapani & Saina PMI Fa'amaumauga (00:30–01:45 UTC):
    • Iapani ma Jibun Bank Services PMI (Nov): Vaaiga: 50.2, Muamua: 49.7.
    • Saina Caixin Services PMI (Nov): Vaaiga: 52.5, Muamua: 52.0.
      PMI faitau i luga ole 50 faʻaalia le faʻalauteleina. O fuainumera malolosi o le a lagolagoina le JPY ma le CNY e ala i le faʻailogaina o le malosi o le vaega o auaunaga, ae o faʻamatalaga vaivai e ono mamafa i tupe.
  3. Fa'amatalaga PMI Sone Euro (09:00 UTC):
    • PMI tu'ufa'atasi (Nov): Vaaiga: 48.1, Muamua: 50.0.
    • Au'aunaga PMI (Nov): Vaaiga: 49.2, Muamua: 51.6.
      PMI i lalo ole 50 o lo'o fa'aalia ai le fa'aitiitia. O fa'amaumauga vaivai o le a mamafa i le EUR, a'o fa'amatalaga e sili atu le malosi nai lo le fa'amoemoe e mafai ona maua ai le lagolago.
  4. US ADP Nonfarm Employment Suiga (Nov) (13:15 UTC):
    • Valoaga 166K, Talu ai: 233K.
      Fa'ailoa mai le fa'atupulaia o galuega a vaega tumaoti. O se numera vaivai e ono fautua mai ai le fa'amalieina o maketi faigaluega, e ono mamafa i le USD. O fa'amaumauga malosi o le a lagolagoina le tupe.
  5. ECB President Lagarde Speaks (13:30 & 15:30 UTC):
    O faʻamatalaga Hawkish mai Lagarde o le a lagolagoina le EUR e ala i le faʻamalosia o faʻamoemoega faʻamalosi, ae o faʻamatalaga faʻafefe e mafai ona faʻamaluluina le tupe.
  6. US PMI & Poloaiga Falegaosi (14:45–15:00 UTC):
    • S&P Global Services PMI (Nov): Vaaiga: 57.0, Muamua: 55.0.
    • ISM e le o le gaosiga o le PMI (Nov): Vaaiga: 55.5, Muamua: 56.0.
    • Oaiga Falegaosi (MoM) (Oke): Va'aiga: 0.3%, Muamua: -0.5%.
      O le faʻaleleia atili o faʻamaumauga a le PMI ma fale gaosi oloa e faʻaalia ai le maufetuunaʻi i le tamaoaiga o Amerika, lagolagoina le USD. O fa'amatalaga vaivai e ono mamafa i le tupe.
  7. US Suau'u Suau'u Fa'atauga (15:30 UTC):
    • Talu ai: -1.844M.
      O le fa'aitiitia tele o le a lagolagoina ai le tau o le suau'u ma tupe e feso'ota'i ai oloa, ae o le fausiaina o le a fa'aalia ai le vaivai o le mana'oga, ma le mamafa o tau.
  8. Fed Chair Powell Speaks & Beige Book (18:45–19:00 UTC):
    O faʻamatalaga a Powell ma le Beige Book e mafai ona tuʻuina atu faʻamatalaga i le vaaiga a le Fed i luga o le tau, tuputupu aʻe, ma faiga faʻavae i le lumanaʻi. O le a lagolagoina e le Hawkish leo le USD, ae o faʻamatalaga faʻafefe e mafai ona faʻavaivaia ai.

Su'esu'ega o Aafiaga Maketi

  • Fa'amatalaga GDP a Ausetalia:
    Ole malosi ole GDP ole a lagolagoina le AUD, fa'ailoga malosi ole tamaoaiga. O fa'amaumauga vaivai e ono fa'aitiitia ai lagona mo le tupe.
  • Iapani & Saina PMI Fa'amatalaga:
    O le faʻalauteleina i vaega o auaunaga a Iapani poʻo Saina o le a lagolagoina le JPY ma le CNY, faʻaalia le toe faʻaleleia o le tamaoaiga. E mafai ona mamafa le fa'aitiitia i tupe uma e lua.
  • Eurozone PMI Faʻamatalaga & ECB Faʻamatalaga:
    O PMI vaivai o le a mamafa i le EUR e ala i le faʻamalamalamaina o luitau tau tamaoaiga. O faʻamatalaga a Hawkish ECB e mafai ona faʻafetaui le aʻafiaga o faʻamatalaga vaivai, lagolagoina le tupe.
  • US ADP, PMI, ma Poloaiga Falegaosi:
    Ole malosi ole galuega ma fa'amaumauga ole PMI ole a fa'amalosia ai le USD e ala ile fa'ailogaina ole maufetu ile vaega ole galuega ma auaunaga. O fa'amaumauga vaivai e ono fa'ailoa mai ai le fa'amalieina o le tamaoaiga, fa'atatau i le tupe.
  • Suau'u Suau'u Fa'atauga:
    O le fa'aitiitiga o le a lagolagoina le tau o le suau'u, fa'amanuiaina tupe fa'atatau i oloa e pei o le CAD ma le AUD. O le fausiaina o le a faʻaalia ai le vaivai o le manaʻoga, faʻamalosia tau.
  • Nofoa Fed Powell & Beige Tusi:
    Hawkish tones o le a lagolagoina le USD e ala i le faʻamalosia o faʻamoemoega o le siʻitia. O fa'amatalaga Dovish po'o lagona fa'aeteete e mafai ona mamafa i le tupe.

Aotelega Aafiaga

Volatility:
Maualuga, faʻatasi ai ma faʻamatalaga autu mai Ausetalia, Eurozone, ma le US, faʻatasi ai ma faʻamatalaga a le faletupe tutotonu mai Lagarde ma Powell o loʻo faʻatulagaina lagona maketi.

Fa'ailoga o A'afiaga: 8/10, fa'aosoina e le GDP, PMI, fa'amaumauga o galuega, ma fa'amatalaga faletupe tutotonu e a'afia ai le AUD, EUR, ma le USD.