Jeremy Oles
Qhia rau nws!
| Sijhawm (GMT+0/UTC+0) | State | tseem ceeb | Event | | Previous |
| 01:30 |  | 2 points | Kev Pom Zoo Hauv Tsev (MoM) (Jul) | -4.8% | 11.9% |
| 01:30 | | 2 points | Lub tuam txhab Gross Operating Profits (QoQ) (Q2) | 1.0% | -0.5% |
| 01:45 |  | 2 points | Caixin Manufacturing PMI (MoM) (Aug) | 49.7 | 49.5 |
| 08:00 |  | 2 points | HCOB Eurozone Manufacturing PMI (Aug) | 50.5 | 50.5 |
| 09:00 | | 2 points | Tus nqi poob haujlwm (Jul) | 6.2% | 6.2% |
| 12:00 | | 2 points | ECB's Schnabel Hais lus | ---- | ---- |
| 17:30 | | 2 points | ECB Thawj Tswj Hwm Lagarde Hais lus | ---- | ---- |
Summary of Upcoming Economic Events on Cuaj hlis 1, 2025
Asia - Australia & China
Australia - Kev Pom Zoo Hauv Tsev (MoM, Jul) - 01:30 UTC
- Huab cua: -4.8% (Prev.: +11.9%)
- Qhov cuam tshuam: Kev poob qis tom qab muaj zog rov qab tuaj yeem qhia qhov tsis muaj zog hauv kev ua vaj tsev, thawb AUD thiab kev tsim vaj tsev sib npaug.
Australia – Lub Tuam Txhab Nyiaj Txiag Ua Haujlwm (QoQ, Q2) – 01:30 UTC
- Huab cua: 1.0% (Nyem dhau los: -0.5%)
- Qhov cuam tshuam: Kev rov qab mus rau cov txiaj ntsig kev loj hlob txhawb nqa cov tuam txhab sib npaug, zoo rau AUD thiab kev ncaj ncees kev xav.
Tuam Tshoj - Caixin Manufacturing PMI (Aug) - 01:45 UTC
- Huab cua: 49.7 (Prev.: 49.5)
- Qhov cuam tshuam: Tseem qis dua 50, qhia txog kev cog lus, tab sis kev txhim kho me ntsis tuaj yeem txo cov kev txhawj xeeb ntawm kev lag luam. Qhov tseem ceeb rau CNY, cov khoom lag luam, thiab kev pheej hmoo hauv cheeb tsam qab los noj mov.
Teb chaws Europe - Chaw Tsim Khoom & Kev Lag Luam Ua Lag Luam
Eurozone – HCOB Manufacturing PMI (Aug) – 08:00 UTC
- Huab cua: 50.5 (Prev.: 50.5)
- Qhov cuam tshuam: Tuav ntawm qhov nruab nrab 50.0 kab qhia stagnation. Ib qho kev txav siab tshaj 50 tuaj yeem txhawb nqa EUR thiab EU cov peev txheej.
Eurozone - Tus nqi poob haujlwm (Lub Xya Hli) - 09: 00 UTC
- Huab cua: 6.2% (Prev.: 6.2%)
- Qhov cuam tshuam: Cov ntaub ntawv lag luam ruaj khov ua haujlwm txhawb nqa ECB txoj cai ceev faj txoj cai.
ECB Speakers – Schnabel ntawm 12:00 UTC; Lagarde ntawm 17:30 UTC
- Qhov cuam tshuam: Kev lag luam yuav saib xyuas cov teeb liab ntawm ECB qhov kev nce nqi nce ntxiv thiab tus nqi trajectory. Hawkish cov lus hais ntxiv dag zog rau EUR, dovish tones hnyav rau nws.
Kev Tshawb Fawb Txog Kev Ua Lag Luam
- Asia: Australian cov ntaub ntawv sib cais-kev pom zoo lub tsev tsis muaj zog vs cov txiaj ntsig muaj zog. Tej zaum sib xyaw cuam tshuam rau AUD. Suav PMI tseem muaj kev sib cog lus, ua kom muaj kev txhawj xeeb thoob ntiaj teb.
- Teb chaws Europe: PMI stagnation thiab tiaj tus neeg poob haujlwm qhia qhov tsis muaj zog tab sis lub zog ruaj khov. ECB cov neeg hais lus yuav txiav txim siab rau EUR kev txav.
- Ntiaj teb Risk: Nrog rau Asmeskas kev lag luam raug kaw rau Hnub Ua Haujlwm, cov nyiaj tau los yuav thinner, txhais tau tias cov ntaub ntawv nyob sab Europe thiab Esxias yuav muaj kev cuam tshuam loj rau FX thiab kev lag luam nyiaj txiag.
Zuag qhia tag nrho cov qhab nias: 6/10
- Yog vim li cas: Nruab nrab tseem ceeb hnub. Tsis muaj US cov ntaub ntawv macro, yog li kev tsom mus rau Suav PMI, Eurozone PMI, thiab ECB tawm tswv yim. Nyias muaj kuab heev yuav exaggerate nqi tshuaj, tshwj xeeb tshaj yog nyob rau hauv EUR thiab AUD.
