Jeremy Oles

I whakaputaina i te: 29/06/2025
Whakapaihia!
Nga huihuinga ohaoha e haere ake nei 30 Pipiri 2025
By I whakaputaina i te: 29/06/2025
Wā(GMT+0/UTC+0)StateMahu'ingaEventForecastTōmua
01:30..2 pointsHainamana Hiato PMI (Hune)----50.4
01:30..3 pointsPMI Hanganga (Hune)49.649.5
01:30..2 pointsPMI Hanga-kore (Hune)50.350.3
08:30🇪🇺2 pointsE korero ana a De Guindos o ECB--------
13:45????????3 pointsChicago PMI (Hune)42.740.5
14:00????????2 pointsKa korero a Bostic Mema FOMC--------
17:30🇪🇺2 pointsKo te Perehitini o te ECB a Lagarde te korero--------
22:00🇳🇿2 pointsNZIER Maia Pakihi (Q2)----19 orau
23:50🇯🇵2 pointsTankan Katoa Ahumahi Nui CAPEX (Q2)----3.1 orau
23:50🇯🇵2 pointsTaurangi Tirohanga Hanganga Nui Tankan (Q2)912
23:50🇯🇵2 pointsTaurangi Kaihanga Rahi Tankan (Q2)1012
23:50🇯🇵2 pointsTaurangi Kaihanga-kore Tankan Nui (Q2)3435

Whakarāpopototanga o ngā Takahanga Ohaoha kei te heke mai i te 30 o Hune, 2025

China

1. PMI Hangahanga Hainamana (Hun) - 01:30 UTC

  • Matapae: 49.6 | Tōmua: 49.5
  • Paanga Maakete:
    • Ko te panui kei raro iho i te 50 e tohu ana i te whakahekenga. Ko te iti o te pikinga kaore pea e nui, engari ka taea e tetahi whakapainga nui te tautoko CNY, whakaaro morearea rohe, me FX e pa ana ki nga taonga.

2. Hainamana-kore me te PMI Hiato (Hun) - 01:30 UTC

  • Matapae Hanga-kore: 50.3 | Tōmua: 50.3
  • Matapae Hiato: - | Tōmua: 50.4
  • Paanga Maakete:
    • Ka taea e nga ratonga me te kaha hiato te whakakore i nga ngoikoretanga e kitea ana i roto i nga mahi whakangao, ka tuku tohu whakauru mo Ko te torohaki whanui o Haina.

Eurozone

3. Ka korero a De Guindos a ECB - 08:30 UTC

4. ECB President Lagarde Speaks - 17:30 UTC

  • Paanga Maakete:
    • I te wa e whakatata atu ana te ECB ki tana hui o Hurae, ka tukuna e enei korero nga korero hou reeti a meake nei me te huarahi pikinga.
    • Ka kaha ake te reo hawkish EUR; Ka taea e nga korero a te iwi te whakaroa i tana whakaoranga.

United States

5. Chicago PMI (Hun) – 13:45 UTC

  • Matapae: 42.7 | Tōmua: 40.5
  • Paanga Maakete:
    • Ahakoa kei roto tonu i te rohe whakaheke, ka tohu te whakapai ake whakaōrite i roto i te ngoikoretanga hanga, ka taea te whakarato tautoko iti ki USD me nga moni putea waenga.

6. FOMC Mema Bostic Korero - 14:00 UTC

  • Paanga Maakete:
    • Ko nga korero mo te huarahi whakamua mo nga reiti me te pikinga ka neke FX me nga maakete hua.

Aotearoa

7. NZIER Pakihi Maia (Q2) - 22:00 UTC

  • Tōmua: 19 orau
  • Paanga Maakete:
    • He iti te maia o te panui e whakaatu ana tūpato rangatōpū, ka puhoi pea NZD.

Japan

8. Tankan Survey – 23:50 UTC

  • Te Tirohanga Capex, Hanganga, me te Hanga-kore mo nga umanga nui (Q2)
  • Matapae: Capex ~3.1%, Taupū Hanganga ~9, Hanga-kore ~34 | Tōmua: Capex ~?%, Hanganga ~12, Kore-Whakangao ~35
  • Paanga Maakete:
    • Ko Tankan te mea matua mo Nga tumanako kaupapa here a BoJ. Ko nga hua ngoikore ka kaha ake te whakamaarama i nga korero, ka taumaha ake JPY me te tirohanga tika a Hapanihi.

Te Taatari Paanga Maakete

  • China: Ko nga hua PMI hanumi i whakatakoto te reo mo Hangahanga Ahia me te whakaaro morearea.
  • ECB korero ko te kaupapa matua mo Arahina EUR.
  • US Chicago PMI me nga korero a Bostic ahua tata Nga tumanako whangai.
  • Ko te Tankan a Japan awe JPY me nga rautaki whakapaunga whakapaipai.
  • Raraunga NZIER ka taapiri i te ahua ki NZD whakaaro.

Tapeke Paanga Tapeke: 7/10

Ngā Takearahi Matua:

  • Taria a wātū āhua hohe puta noa i Ahia me Uropi.
  • Ko nga korero putea pokapū mai i te ECB me te Fed ka peia te FX me nga nekehanga tuku.
  • Watch Ko nga panui a Tankan me NZER mo nga tohu kaupapa here a rohe i Hapani me Aotearoa.