Jeremy Oles
Qhia rau nws!
| Sijhawm (GMT+0/UTC+0) | State | tseem ceeb | Event | | Previous |
| 02:00 |  | 2 points | Fixed Asset Investment (YoY) (Tsib Hlis) | 4.0% | 4.0% |
| 02:00 | | 2 points | Industrial Production (YoY) (Tsib Hlis) | 5.9% | 6.1% |
| 02:00 | | 2 points | Tuam Tshoj Industrial Production YTD (YoY) (Tsib Hlis) | ---- | 6.4% |
| 02:00 | | 2 points | Suav Puav Pheej Rate (Tsib Hlis) | 5.1% | 5.1% |
| 02:00 | | 2 points | NBS Xovxwm Sib Tham | ---- | ---- |
| 09:00 |  | 2 points | Cov nyiaj ua haujlwm hauv euro cheeb tsam (YoY) (Q1) | ---- | 4.10% |
| 11:00 |  | 2 points | OPEC Daim Ntawv Qhia Txhua Lub Hlis | ---- | ---- |
| 12:30 | | 2 points | NY Empire State Manufacturing Index (Lub Rau Hli) | -5.90 | -9.20 |
| 17:00 | | 2 points | 20-Xyoo Bond Auction | ---- | 5.104% |
Cov ntsiab lus ntawm Cov Txheej Txheem Kev Lag Luam Yav Tom Ntej rau Lub Rau Hli 16, 2025
Tuam Tshoj
1. Fixed Asset Investment (YoY) (Tsib Hlis) – 02:00 UTC
- Huab cua: 4.0% Yav dhau los: 4.0%
- Kev ua lag luam cuam tshuam:
- ruaj khov peev kev loj hlob teeb liab ruaj khov domestic xav tau.
- Kev nyeem ntawv tsis muaj zog tuaj yeem ua rau muaj kev cia siab rau ntxiv stimulus, tejzaum nws hnyav rau CNY thiab cov khoom muag thoob ntiaj teb.
2. Muaj Ntau Lawm (YoY) (Tsib Hlis) – 02:00 UTC
- Huab cua: 5.9% Yav dhau los: 6.1%
- Kev ua lag luam cuam tshuam:
- Kev loj hlob qeeb yuav qhia tau moderating manufacturing tso zis, cuam tshuam thoob ntiaj teb kev xav tau outlook thiab cov khoom lag luam-sensitive txiaj.
3. Muaj Ntau Lawm YTD (YoY) (Tsib Hlis) – 02:00 UTC
- Yav dhau los: 6.4%
- Kev ua lag luam cuam tshuam:
- Confirms cov lub caij nyoog ntev dua nyob rau hauv Tuam Tshoj txoj kev lag luam sector.
4. Tus nqi poob hauj lwm (Tsib Hlis) – 02:00 UTC
- Huab cua: 5.1% Yav dhau los: 5.1%
- Kev ua lag luam cuam tshuam:
- Kev poob haujlwm ruaj khov lossis nce nyiaj poob haujlwm tuaj yeem cuam tshuam tsis tu ncua kev lag luam hauv tsev, ua kom muaj txoj cai yooj yim ntxiv rau kev sib tham.
5. NBS Xov Xwm Sib Tham – 02:00 UTC
- Kev ua lag luam cuam tshuam:
- Tej zaum muab kev tawm tswv yim txog kev lag luam thiab teeb liab kev xav.
eurozone
6. Nyiaj hli hauv Eurozone (YoY) (Q1) – 09:00 UTC
- Yav dhau los: 4.10%
- Kev ua lag luam cuam tshuam:
- Kev loj hlob nyiaj txiag ntau dua yuav qhia tsis tu ncua domestic inflationary pressures, muaj feem cuam tshuam ECB txoj cai cia siab.
- Kev nyeem ntawv tsis muaj zog tuaj yeem txhawb nqa ECB's dovish kev taw qhia tom qab txiav tus nqi tsis ntev los no.
United States
7. OPEC Lub Hlis Tshaj Tawm - 11:00 UTC
- Kev ua lag luam cuam tshuam:
- Hloov kho cov khoom xa tuaj / xav tau kev kwv yees yuav cuam tshuam loj heev cov nqi roj thiab kev cia siab nyiaj txiag.
- Hawkish tso zis txiav tuaj yeem nqa roj thiab hluav taws xob sector stocks; nce kev kwv yees ntau lawm yuav hnyav rau roj.
8. NY Empire State Manufacturing Index (Jun) – 12:30 UTC
- Huab cua: -5.90 | Yav dhau los: -9.20
- Kev ua lag luam cuam tshuam:
- Ib qho kev txhim kho daim duab, txawm tias tseem tsis zoo, qhia manufacturing sector tseem nyob rau hauv siab.
- Cov ntaub ntawv zoo tshaj qhov xav tau tuaj yeem muab tau kev them nyiaj yug me ntsis USD; daim duab phem tuaj yeem hnyav rau txoj kev pheej hmoo siab.
9. 20-Year Bond Auction - 17:00 UTC
- Yav dhau los Yield: 5.104%
- Kev ua lag luam cuam tshuam:
- Kev thov ntawm qhov kev sib tw yuav teeb liab investor appetite rau long-term Treasuries.
- Kev thov tsis muaj zog tuaj yeem thawb cov khoom lag luam siab dua, siab zog kev lag luam thiab kev lag luam nyiaj txiag.
Kev Tshawb Fawb Txog Kev Ua Lag Luam
- Hnub tsom ntsoov rau Tuam Tshoj lub Tsib Hlis cov ntaub ntawv kev lag luam, uas yuav muab qhov pom tseeb ntawm cov kev noj qab haus huv ntawm Tuam Tshoj txoj kev rov zoo.
- Nyob rau hauv lub US, kev tsim khoom thiab kev muag khoom yuav pab ua kom zoo dua kev loj hlob thiab cov paj laum kev cia siab.
- cov OPEC qhia tuaj yeem qhia ntxiv volatility rau hauv kev lag luam zog, cuam tshuam qhov dav inflation kev xav.
- Cov ntaub ntawv nyiaj hli Eurozone yuav yog ib qho tseem ceeb rau kev ntsuam xyuas hauv qab inflationary pressures raws li ECB calibrates txoj cai.
Zuag qhia tag nrho cov qhab nias: 7/10
Ntsiab tsom xam:
Qhov kev sib tham no muaj kev pom dav dav ntiaj teb no thov thiab inflation tiam sis los ntawm Tuam Tshoj cov ntaub ntawv, Asmeskas kev tsim kev xav, thiab OPEC tsab ntawv ceeb toom. Ua ke, cov xwm txheej no tuaj yeem tsim nruab nrab mus rau siab volatility in USD, CNY, EUR, roj lag luam, thiab cov khoom lag luam thoob ntiaj teb, tshwj xeeb tshaj yog tias muaj kev xav tsis thoob tshwm sim hauv Suav ntau lawm, Asmeskas kev tsim khoom, lossis kev kwv yees cov khoom siv roj.
