Jeremy Oles

Published On: 09/04/2025
Qhia rau nws!
Cov xwm txheej yuav los tom ntej 10 Lub Plaub Hlis 2025
By Published On: 09/04/2025
Sijhawm (GMT+0/UTC+0)Statetseem ceebEventForecastPrevious
01:30🇨🇳 ib2 pointsCPI (MoM) (Mar)-----0.2%
01:30🇨🇳 ib2 pointsCPI (YOY) (Mar)0.1%-0.7%
01:30🇨🇳 ib2 pointsPPI (YOY) (Mar)-2.3%-2.2%
09:15Kuv hlub koj2 pointsECB Tus Thawj Saib Xyuas Haujlwm Tus Tswv Cuab Tuominen Hais Lus--------
12:30🇺🇸2 pointsTxuas ntxiv cov ntawv thov tsis muaj haujlwm----1,903K
12:30🇺🇸3 pointsCore CPI (MoM) (Mar)0.3%0.2%
12:30🇺🇸2 pointsCore CPI (YoY) (Mar)3.0%3.1%
12:30🇺🇸3 pointsCPI (YOY) (Mar)2.6%2.8%
12:30🇺🇸3 pointsCPI (MoM) (Mar)0.1%0.2%
12:30🇺🇸3 pointsCov Ua Haujlwm Cov Neeg Ua Haujlwm Ua Ntej223K219K
14:00🇺🇸2 pointsFOMC Tus Tswv Cuab Bowman Hais Lus--------
16:00🇺🇸2 pointsWASDE Report  --------
16:30🇺🇸2 pointsFOMC Tus Tswv Cuab Harker Hais Lus--------
17:00🇺🇸3 points30-Xyoo Bond Auction----4.623%
18:00🇺🇸2 pointsFederal Budget Balance (Lub Peb Hlis)-126.5B-307.0B
20:30🇺🇸2 pointsFed's Balance Sheet----6,723B
22:30🇳🇿 ib2 pointsKev Lag Luam NZ PMI (Mar)----53.9

Cov ntsiab lus ntawm Cov Txheej Txheem Kev Lag Luam Yav Tom Ntej ntawm Lub Plaub Hlis 10, 2025

Tuam Tshoj (🇨🇳)

  1. Consumer Price Index (CPI) (Mar) – 01:30 UTC
    • YoY Forecast: 0.1% Yav dhau los: -0.7%
    • MoM Huab Cua: - | Yav dhau los: -0.2%
    • Kev ua lag luam cuam tshuam:
      • Qhov zoo YoY CPI yuav qhia disinflation yog easing, tejzaum nws txhim kho txoj kev xav hauv khw mus rau Suav teb.
      • Cov nuj nqis tsis muaj zog tuaj yeem ua rau muaj kev cia siab ntawm PBoC easing, uas yuav siab yuan (CNY).
  2. Tus tsim tawm Tus nqi Index (PPI) (YoY) (Lub Peb Hlis) - 01: 30 UTC
    • Huab cua: -2.3% | Yav dhau los: -2.2%
    • Kev ua lag luam cuam tshuam:
      • Ib qho kev poob txuas ntxiv qhia txog tsim tawm deflation, signaling tsis muaj zog muaj kev xav tau.

Eurozone (🇪🇺)

  1. ECB Tus Thawj Saib Xyuas Pawg Thawj Coj Tus Tswv Cuab Tuominen Hais - 09: 15 UTC
    • Kev ua lag luam cuam tshuam:
      • Cov lus tuaj yeem hais qhia rau kev cai saib xyuas los yog indirectly teeb liab ECB nyiaj txiag stance.

United States (UA)

  1. Core CPI (MoM & YoY) (Mar) – 12:30 UTC
    • MoM Huab Cua: 0.3% Yav dhau los: 0.2%
    • YoY Forecast: 3.0% Yav dhau los: 3.1%
    • Kev ua lag luam cuam tshuam:
      • Yog tias kev nce nqi kub siab dua li qhov xav tau, kev lag luam tuaj yeem reprice tus nqi txiav kev cia siab, boosting cov USD thiab yields.
      • Softer CPI yuav nyiam nyiaj thiab daim ntawv cog lus, thaum qaug zog USD.
  2. Headline CPI (MoM & YoY) (Mar) – 12:30 UTC
    • MoM Huab Cua: 0.1% Yav dhau los: 0.2%
    • YoY Forecast: 2.6% Yav dhau los: 2.8%
    • Kev ua lag luam cuam tshuam:
      • Zoo saib rau inflation trend shifts. Kev lag luam volatility yuav yog tias nws deviates los ntawm kev cia siab.
  3. Kev thov nyiaj tsis ua hauj lwm pib - 12:30 UTC
    • Huab cua: 223k ua Yav dhau los: 219K
  4. Txuas ntxiv Cov Nyiaj Tsis Muaj Haujlwm - 12:30 UTC
    • Yav dhau los: 1.903M
  5. FOMC Tus Tswv Cuab Bowman Hais Lus - 14:00 UTC
  6. FOMC Tus Tswv Cuab Harker Hais - 16:30 UTC
    • Kev ua lag luam cuam tshuam:
      • Cov lus pom tuaj yeem muab kev nkag siab rau hauv Fed cov tshuaj tiv thaiv rau CPI cov ntaub ntawv.
  7. WASDE Report – 16:00 UTC
    • Kev ua lag luam cuam tshuam:
      • Ntsiab rau ua liaj ua teb khoom lag luam, cuam tshuam inflation-sensitive sectors.
  8. 30-Xyoo Bond Auction - 17:00 UTC
    • Yav dhau los Yield: 4.623%
    • Kev ua lag luam cuam tshuam:
      • Muaj zog thov tau txo qis yields ntev, signaling kev ntseeg siab hauv kev tswj nyiaj txiag.
  9. Federal Budget Balance (Lub Peb Hlis) – 18:00 UTC
    • Huab cua: -126.5B | Yav dhau los: -307.0B
  10. Fed's Balance Sheet - 20:30 UTC
    • Yav dhau los: $ 6,723B

New Zealand (🇳🇿)

  1. Kev Lag Luam NZ PMI (Lub Peb Hlis) - 22:30 UTC
    • Yav dhau los: 53.9
    • Kev ua lag luam cuam tshuam:
      • Ib qho kev nyeem saum toj 50 qhia expansion hauv kev tsim khoom. Lub zog tuaj yeem txhawb nqa NZD.

Kev Tshawb Fawb Txog Kev Ua Lag Luam

  • USD: CPI data yog qhov xwm txheej tseem ceeb tshaj plaws, nrog muaj peev xwm rau broad-based market repricing.
  • CNY: Cov ntaub ntawv nyiaj txiag tuaj yeem hloov pauv txoj cai cia siab thiab lub regional kev ua lag luam txaus ntshai kev xav.
  • Cov Khoom Muag: WASDE thiab cov ntaub ntawv nyiaj txiag yuav zoo li cov khoom muag muag thiab daim ntawv cog lus ua lag luam txav.
  • NZD: PMI lub zog yuav txhawb cov txiaj, tshwj xeeb tshaj yog tias Tuam Tshoj cov ntaub ntawv kuj xav tsis thoob.

Zuag qhia tag nrho cov qhab nias: 7/10

Ntsiab tsom xam: US CPI tsab ntawv ceeb toom, Fed tshuaj tiv thaiv, Thiab Suav inflation trends.