Jeremy Oles

Published On: 01/07/2025
Qhia rau nws!
By Published On: 01/07/2025
Sijhawm (GMT+0/UTC+0)Statetseem ceebEventForecastPrevious
01:30🇦🇺2 pointsKev Pom Zoo Hauv Tsev (MoM) (Tsib Hlis)5.0%-5.7%
01:30🇦🇺2 pointsKev Muag Khoom Muag (MoM) (Tsib Hlis)0.3%-0.1%
08:00Kuv hlub koj2 pointsECB's De Guindos Hais lus--------
09:00Kuv hlub koj2 pointsTus nqi poob haujlwm (Lub Tsib Hlis)6.2%6.2%
10:30Kuv hlub koj2 pointsECB's Txoj Kev Hais Lus--------
12:15🇺🇸3 pointsADP Kev Hloov Ua Haujlwm Tsis Ua Haujlwm (Lub Rau Hli)105K37K
14:15Kuv hlub koj2 pointsECB Thawj Tswj Hwm Lagarde Hais lus--------
14:30🇺🇸3 pointsCrude Roj Inventories-2.260M-5.836M
14:30🇺🇸2 pointsCushing Crude Oil Inventories-----0.464M

Cov ntsiab lus ntawm Cov Txheej Txheem Kev Lag Luam Yav Tom Ntej rau Lub Xya Hli 24, 2025

Australia

Kev Pom Zoo Hauv Tsev & Muag Khoom Muag (Tsib Hlis) - 01:30 UTC

  • Xav pom zoo: +5.0% (ua ntej -5.7%)
  • Khw muag khoom kwv yees: +0.3% (ua ntej -0.1%)
  • Qhov uas siv: Ib qho kev rov qab los ntawm ob qho kev ntsuas tuaj yeem qhia tau tias qhov kev xav tau hauv tsev, muaj peev xwm txhawb nqa AUD thiab Australian equity. Cov txiaj ntsig tsis zoo yuav ua rau txo qis kev xav thiab txhawb kev cia siab ntawm kev txuas ntxiv mus RBA txoj cai kev pab.

eurozone

ECB lus

  • De Guindos – 08:00 UTC
  • Txoj kab – 10:30 UTC
  • Lagarde – 14:15 UTC
  • Tus nqi poob haujlwm (Lub Tsib Hlis) - 09:00 UTC (kwv yees ruaj khov ntawm 6.2%)
  • Qhov uas siv: Nrog ECB tawm tswv yim thoob plaws thaum sawv ntxov, kev lag luam yuav nrhiav kev taw qhia yav tom ntej. Ib qho kev hloov mus rau lub suab nrov dua tuaj yeem ua tau nqa cov euro thiab daim ntawv cog lus yields, whereas dovish signals yuav cia lawv capped. Kev poob haujlwm ruaj khov txhawb ECB nyob twj ywm.

United States

ADP Kev Hloov Ua Haujlwm Tsis Ua Haujlwm (Lub Rau Hli) - 12:15 UTC

  • Huab cua: +105K (ua ntej +37K)
  • Qhov uas siv: Daim ntawv tshaj tawm txoj haujlwm muaj zog ntxiv tuaj yeem ua rau muaj kev cia siab rau kev lag luam ua haujlwm muaj zog, txo qhov tsis sib xws ntawm Fed tus nqi txiav lub voj voog no thiab txhawb nqa. USD thiab Treasury yields. Kev nyeem tsis muaj zog yuav txhawb nqa dovish txoj cai bets.

Roj Crude & Cushing Inventories – 14:30 UTC

  • Huab cua: -2.260M (ua ntej -5.836M kos)
  • Qhov uas siv: Cov khoom lag luam txuas ntxiv yuav txhawb nqa kev nce siab ntawm cov nqi roj, pub rau hauv kev cia siab nyiaj txiag thiab muaj txiaj ntsig zoo rau cov khoom lag luam muaj zog. Kev tsim kho tuaj yeem thim rov qab qhov sib txawv.

Kev Tshawb Fawb Txog Kev Ua Lag Luam

  • Australia: Cov ntaub ntawv thaum ntxov yuav zoo li qub AUD thiab equity risk tone, tshwj xeeb tshaj yog tias surprises tshwm sim.
  • eurozone: Hawkish lossis dovish hloov kho los ntawm ECB cov neeg hais lus yuav yog qhov tseem ceeb rau EUR kev sib tw.
  • United States: ADP tus lej ua haujlwm thiab cov ntaub ntawv khaws cia roj yog qhov tseem ceeb rau USD, daim ntawv cog lus, thiab cov khoom lag luam.

Zuag qhia tag nrho cov qhab nias: 8/10

Ntsiab tsom xam:

  • Audiences: ADP daim ntawv qhia txog kev ua haujlwm thiab ECB tawm tswv yim.
  • dynamics: Cia siab tias volatility nyob ib ncig ntawm USD, EUR, AUD, Thiab roj sectors, tshwj xeeb tshaj yog nyob rau yav sawv ntxov mus rau yav tav su kev sib tham.
  • Strategic takeaways: Cov haujlwm muaj zog thiab cov ntaub ntawv kos cov roj tuaj yeem txhawb kev nkag siab ntawm ib puag ncig kev lag luam nplaum, ncua kev txiav tus nqi thiab hloov chaw nyob hauv kev lag luam thoob ntiaj teb.