Jeremy Oles

I whakaputaina i te: 02/07/2025
Whakapaihia!
By I whakaputaina i te: 02/07/2025
Wā(GMT+0/UTC+0)StateMahu'ingaEventForecastTōmua
00:30🇯🇵2 pointsau Jibun Bank Services PMI (Hune)51.551.5
01:30🇦🇺2 pointsTauhokohoko Tauhokohoko (Mei)5.080B5.413B
01:45..2 pointsPMI Ratonga Caixin (Hune)51.051.1
08:00🇪🇺2 pointsHCOB Eurozone Composite PMI (Hune)50.250.2
08:00🇪🇺2 pointsHCOB Eurozone Services PMI (Hune)50.050.0
11:30🇪🇺2 pointsKa Whakaputahia e te ECB te Kaute mo te Hui Kaupapa Moni--------
12:30????????2 pointsNga Whiwhinga Haora Toharite (YoY) (YoY) (Hunu)----3.9 orau
12:30????????2 pointsNga Whiwhinga Haora Toharite (MoM) (Hune)0.3 orau0.4 orau
12:30????????2 pointsKei te Tonu Nga Kereme Kare-mahi----1,974K
12:30????????2 pointsKaweake (Mei)----289.40B
12:30????????2 pointsKawemai (Mei)----351.00B
12:30????????2 pointsNga Kooti Tuatahi239K236K
12:30????????2 pointsNga utu utu kore ahuwhenua (Hune)120K139K
12:30????????2 pointsReiti whai waahi (Hune)----62.4 orau
12:30????????2 pointsNga Utu Utu Kore Paamu (Hune)----140K
12:30????????2 pointsTauhokohoko Tauhokohoko (Mei)-69.60B-61.60B
12:30????????2 pointsU6 Reiti Kare Mahi (Hune)----7.8 orau
12:30????????2 pointsReeti koremahi (Hune)4.3 orau4.2 orau
13:45????????2 pointsS&P Global Composite PMI (Hune)52.852.8
13:45????????2 pointsS&P Ratonga Ao PMI (Hune)53.153.1
14:00????????2 pointsNga Ota wheketere (MoM) (Mei)7.9 orau-3.7%
14:00????????2 pointsMahi Mahi-kore ISM (Hune)----50.7
14:00????????2 pointsISM Kore-Hangahanga PMI (Hune)50.849.9
14:00????????2 pointsUtu Hanga-kore ISM (Hune)----68.7
15:00????????2 pointsKa korero a Bostic Mema FOMC--------
17:00????????2 pointsAtlanta Fed GDPNow (Q2) 2.5 orau2.5 orau
17:00????????2 pointsU.S. Baker Hughes Te Tatau Hinu Rig----432
17:00????????2 pointsU.S. Baker Hughes Tatau Rig Tapeke----547
23:30🇯🇵2 pointsTe whakapaunga o te whare (MoM) (Mei)0.4 orau-1.8%
23:30🇯🇵2 pointsNga whakapaunga o te whare (YoY) (Mei)1.3 orau-0.1%

Whakarāpopototanga o ngā Takahanga Ohaoha kei te heke mai i te 3 o Hūrae, 2025

Ahia - Japan, Ahitereiria me Haina

au Jibun Bank Services PMI (Hun) - 00:30 UTC

  • Ko te whakaaro: 51.5 (51.5 o mua)
  • Pānga: Ko te panui pumau e tohu ana i nga mahi ratonga i Hapani; kūpapa mo te JPY ki te kore he rereke ohorere.

Tauhokohoko Tauhokohoko Ahitereiria (Mei) - 01:30 UTC

  • Ko te whakaaro: 5.08B (5.413B o mua)
  • Pānga: Ko te iti o te tuwhene hokohoko ka taea te ngoikore te AUD; te mea matua mo te tirohanga ohaoha kua kawea ki waho.

Caixin Services PMI (Hun) - 01:45 UTC

  • Ko te whakaaro: 51.0 (51.1 o mua)
  • Pānga: He iti te whakaōritenga; kei roto tonu i te rohe roha. Ka tautoko i te CNY me te whakaaro morearea whanui.

Nga whakapaunga o te whare o Hapani (MoM) (Mei) - 23:30 UTC

  • Ko te whakaaro: 0.4% (o mua –1.8%)
  • Pānga: Ko te rebound e tohu ana i te kaha ake o nga mahi a nga kaihoko, e tautoko ana i te tirohanga whakaora whare me te JPY.

Nga whakapaunga o te whare o Hapani (YoY) (Mei) - 23:30 UTC

  • Ko te whakaaro: 1.3% (o mua –0.1%)
  • Pānga: Ko te nui ake o te kohi a-tau e tohu ana ki te whakapumau i nga tikanga tono.

Europe - Raraunga ECB & PMI

HCOB Eurozone Composite PMI (Hun) - 08:00 UTC

  • Ko te whakaaro: 50.2 (rite ki o mua)
  • Pānga: Ka mau tonu te tohu tipu kore; ka mau tonu te EUR ki te kore he huringa ohorere.

HCOB Eurozone Services PMI (Hun) - 08:00 UTC

  • Ko te whakaaro: 50.0 (rite ki o mua)
  • Pānga: Ko nga tohu i roto i nga mahi ratonga; he pai ki te mau tonu, hei whakapakari i te tuunga tupato o te ECB.

Ka whakaputahia e te ECB te Kaute mo te Hui Kaupapa Moni - 11: 30 UTC

  • Pānga: Ka whakaatu pea i nga tautohetohe o roto mo te huarahi kaupapa here; Ka taea te taumaha o te tangi ki runga i te EUR me nga hua o te rohe euro.

United States – Reipa, PMI, Hokohoko me te Korero Fed

Nga Moni Utu-kore (Hun) - 12:30 UTC

  • Ko te whakaaro: 120K (139K o mua)
  • Pānga: Ka taea e te utu ngoikore te whakaora i nga peti reiti; ka ngaro i raro i te 100K ka paheke pea te USD.

Te Utu Mahi (Hun) - 12:30 UTC

  • Ko te whakaaro: 4.3% (4.2%) o mua
  • Pānga: Ko te iti o te pikinga ka whakau i nga ahuatanga mahi ngawari; e tautoko ana i nga tumanako a Fed.

Nga Kereme Karekau Mahi Tuatahi - 12:30 UTC

  • Ko te whakaaro: 239K (236K o mua)
  • Pānga: Ko te pikinga iti e whakaatu ana i te ngoikore haere o te maakete mahi; ka whakakaha ake i te whakaheke reiti.

Nga Moni Waarite Haora (MoM) (Hun) - 12:30 UTC

  • Ko te whakaaro: 0.3% (0.4%) o mua
  • Pānga: Ko te puhoi o te tipu o te utu ka ngawari te pehanga pikinga, he tohu tohu mo Fed.

Tauhokohoko Tauhokohoko (Mei) - 12:30 UTC

  • Ko te whakaaro: –69.60B (o mua –61.60B)
  • Pānga: Ko te tarepa whanui ka paku taumaha ki runga i nga tumanakohanga GDP; he iti te paanga o te maakete ki te kore he ohorere nui.

ISM Non-Manufacturing PMI (Hun) - 14:00 UTC

  • Ko te whakaaro: 50.8 (49.9 o mua)
  • Pānga: Ko te hoki ki te rohe roha e tautoko ana i nga korero taunga ngawari; bullish ki te mau tonu.

Nga Ota wheketere (MoM) (Mei) - 14:00 UTC

  • Ko te whakaaro: 7.9% (o mua –3.7%)
  • Pānga: Ko te kaha o te whakaora ka whakanui i te whakaaro haumi pakihi; e tautoko ana i te tere tika.

S&P Global Services PMI (Hun) - 13:45 UTC

  • Ko te whakaaro: 53.1 (rite ki o mua)
  • Pānga: Te roha tonu; e whakau ana i te kaha ki te rängai ratonga.

Atlanta Fed GDPNow (Q2) - 17:00 UTC

  • Ko te whakaaro: 2.5% (rite tonu)
  • Pānga: Ko te ahua o te tipu ka mau tonu a Fed i te aratau-raraunga; kūpapa ki te kore he whakatikatika nui.

Ka korero a Bostic Mema FOMC - 15: 00 UTC

  • Pānga: Ka taea e koe te whakaatu i te whakaaro mo te whakahekenga reiti a Fed; ka tirotirohia e te maakete te reo.

Taonga me te Pungao

US Baker Hughes Oil Rig Tatau – 17:00 UTC

  • Tōmua: 432
  • Pānga: Ko te iti o te tatauranga rig e tautoko ana i nga utu hinu; ka pa ki nga whakaaro o te wahanga hiko.

API mo te wiki mo te hinu hinu - N/A

  • Tuhinga o mua: –4.277M
  • Pānga: Ka mau tonu te utu mo te utu hinu; tahanga pikinga ki te mau tonu.

Te Taatari Paanga Maakete

  • Ko nga raraunga mahi a US te rangatira, me nga utu kore ahuwhenua, te kore mahi, me nga whiwhinga e hanga ana i te tirohanga kaupapa here a Fed.
  • Nga ratonga Eurozone PMI me nga meneti ECB whakaturia te reo mo te EUR me te ahunga here.
  • Raraunga Ahia (Haina PMI, hokohoko Ahitereiria) ka taapiri i te horopaki ki nga hiahia o te ao me nga ahuatanga o nga taonga.
  • Ko nga rarangi hinu me nga kaute arahi i nga tumanakohanga pikinga o te kaha.

Tapeke Paanga Tapeke: 8/10

Nga Maataki Matua:

  • Nga mahi a te US me nga raraunga utu - he mea nui mo nga tumanakohanga kaupapa here reiti Fed mo te wa poto.
  • Eurozone PMI & ECB meneti – ka urungi te whakaaro EUR.
  • Haina PMI me Ahitereiria hokohoko – nga tohu moata mo nga taonga me te tipu tipu.
  • Nga ratonga ISM me nga ota wheketere – he mea nui mo te whakau i te kaha ohaoha o Amerika.