Jeremy Oles
Qhia rau nws!
| Sijhawm (GMT+0/UTC+0) | State | tseem ceeb | Event | | Previous |
| 01:30 |  | 2 points | CPI (MoM) (Aug) | 0.1% | 0.4% |
| 01:30 | | 2 points | CPI (YoY) (Aug) | -0.2% | 0.0% |
| 01:30 | | 2 points | PPI (YoY) (Aug) | -2.9% | -3.6% |
| 12:30 |  | 2 points | Core PPI (MoM) (Aug) | 0.3% | 0.9% |
| 12:30 | | 3 points | PPI (MoM) (Aug) | 0.3% | 0.9% |
| 14:30 | | 3 points | Crude Roj Inventories | ---- | 2.415M |
| 14:30 | | 2 points | Cushing Crude Oil Inventories | ---- | 1.590M |
| 17:00 | | 3 points | 10-Xyoo Sau Ntawv Auction | ---- | 4.255% |
| 17:00 | | 2 points | Atlanta Fed GDPNow (Q3) | 3.0% | 3.0% |
| 23:50 |  | 2 points | BSI Loj Manufacturing Conditions (Q3) | -3.3 | -4.8 |
Summary of Upcoming Economic Events on Cuaj hlis 10, 2025
Asia - Tuam Tshoj & Nyiv
Tuam Tshoj - CPI & PPI (Aug) - 01:30 UTC
- CPI (MoM): 0.1% (ua ntej 0.4%)
- CPI (YOY): -0.2% (ua ntej 0.0%)
- PPI (YOY): -2.9% (ua ntej -3.6%)
- Qhov cuam tshuam: Txuas ntxiv tsis muaj zog CPI qhia txog kev poob qis hauv Suav teb, poob qis rau CNY thiab cov khoom muag. Me ntsis qhov tsis zoo PPI qhia tias tus nqi ntawm lub Hoobkas- rooj vag yuav ruaj khov. Cov peev nyiaj thoob ntiaj teb yuav pom kev pheej hmoo tawm yog tias deflation ntshai zuj zus.
Nyiv - BSI Loj Manufacturing Conditions (Q3) - 23:50 UTC
- Huab cua: -3.3 (ua ntej -4.8)
- Qhov cuam tshuam: Kev txhim kho los ntawm Q2 tab sis tseem tsis zoo, qhia txog kev cog lus. Kev ua lag luam cov tshuaj tiv thaiv zoo li me me, tab sis qhov tsis muaj zog tsis tu ncua txhawb kev txhawj xeeb ntawm Nyiv txoj kev lag luam pom thiab JPY kev nyab xeeb-haven ntws.
Teb Chaws Asmeskas - Inflation, Zog & Bonds
Core PPI & PPI (Aug) – 12:30 UTC
- Huab cua: +0.3% (ntev + 0.9%)
- Qhov cuam tshuam: Kev loj hlob PPI qeeb qeeb yuav yooj yim rau kev txhawj xeeb txog kev nce nqi, txhawb rau cov ntawv cog lus thiab cov khoom sib npaug tab sis muaj peev xwm poob rau USD. Ib qho surprise upside yuav ntxiv dag zog rau USD thiab Treasury yields, nce Fed hawkishness.
Crude Oil Inventories – 14:30 UTC
- Yav dhau los: + 2.415M
- Qhov cuam tshuam: Kev tsim kho zoo li hnyav rau cov nqi roj, thaum kos txhawb lawv. Zog sector equities thiab CAD yog rhiab heev.
Cushing Crude Oil Inventories – 14:30 UTC
- Yav dhau los: + 1.590M
- Qhov cuam tshuam: Cov ntaub ntawv khaws cia hauv cheeb tsam cuam tshuam rau WTI tus nqi sib kis thiab lub sijhawm luv luv.
10-Xyoo Sau Ntawv Auction - 17:00 UTC
- Yav dhau los Yield: 4.255%
- Qhov cuam tshuam: Kev thov muaj zog → qis tawm los, kev txhawb nqa USD, kev nqis peev pab. Tsis muaj zog thov → siab dua yields, txaus ntshai-tawm, muaj peev xwm sib npaug siab.
Atlanta Fed GDPNow (Q3) – 17:00 UTC
- Huab cua: 3.0% (ib yam)
- Qhov cuam tshuam: Ua pov thawj qhov kev xav tau ntawm Asmeskas kev loj hlob tsis tu ncua. Stability txhawb kev sib npaug tab sis txo qhov ceev rau Fed txiav.
Kev Tshawb Fawb Txog Kev Ua Lag Luam
- Asia: Tuam Tshoj CPI / PPI yuav tsav kev xav ntawm deflation vs stabilization. Risk-sensitive cuab tam (AUD, equities, commodities) tej zaum yuav hnov mob heev.
- US: Kev nce nqi ntawm PPI yog qhov tseem ceeb. Kev nyeem qis qis dua kev lag luam, thaum nyeem ntawv siab dua ua rau Fed nruj kev ntshai. Cov khoom lag luam roj ntxiv cov khoom lag luam volatility. Qhov kev sib tw 10-xyoo tuaj yeem txav tau cov txiaj ntsig thiab kev sib npaug.
- Nyiv: Cov ntaub ntawv yog theem nrab, me ntsis yen cuam tshuam tshwj tsis yog cov txiaj ntsig xav tsis thoob.
Zuag qhia tag nrho cov qhab nias: 8/10
- Yog vim li cas: Tuam Tshoj cov ntaub ntawv deflation + US kev nce nqi thiab kev lag luam nyiaj txiag ua lag luam tsim kev sib tham muaj txiaj ntsig zoo rau kev lag luam thoob ntiaj teb.
