Jeremy Oles
Qhia rau nws!
| Sijhawm (GMT+0/UTC+0) | State | tseem ceeb | Event | | Previous |
| 01:30 |  | 2 points | Tus account tam sim no (Q2) | -15.9B | -14.7B |
| 03:35 |  | 2 points | 10-Xyoo JGB Auction | ---- | 1.462% |
| 09:00 |  | 2 points | Core CPI (YoY) (Aug) | 2.2% | 2.3% |
| 09:00 | | 2 points | CPI (MoM) (Aug) | ---- | 0.0% |
| 09:00 | | 3 points | CPI (YoY) (Aug) | 2.0% | 2.0% |
| 11:30 | | 2 points | ECB Tus Txwj Laug Hais Lus | ---- | ---- |
| 13:45 |  | 3 points | S&P Global Manufacturing PMI (Aug) | 53.3 | 49.8 |
| 14:00 | | 2 points | Kev Siv Nyiaj Txiag (MoM) (Jul) | -0.1% | -0.4% |
| 14:00 | | 2 points | ISM Manufacturing Employment (Aug) | ---- | 43.4 |
| 14:00 | | 3 points | ISM Manufacturing PMI (Aug) | 48.9 | 48.0 |
| 14:00 | | 3 points | ISM Manufacturing Nqe (Aug) | 65.1 | 64.8 |
| 17:00 | | 2 points | Atlanta Fed GDPNow (Q3) | 3.5% | 3.5% |
Summary of Upcoming Economic Events on Cuaj hlis 2, 2025
Asia - Australia & Nyiv
Australia – Tam sim no tus account (Q2) – 01:30 UTC
- Huab cua: -15.9B (Prev.: -14.7B)
- Qhov cuam tshuam: Kev lag luam dav dav qhia txog kev ua lag luam tsis muaj zog, muaj peev xwm hnyav rau AUD, tshwj xeeb tshaj yog tias cov khoom lag luam tseem nyob hauv siab.
Nyiv - 10-Year JGB Auction - 03:35 UTC
- Ua ntej. Yield: 1.462%
- Qhov cuam tshuam: Kev xav tau ntawm kev sib tw yuav zoo li JGB yields. Kev thov muaj zog ua kom cov txiaj ntsig qis thiab txhawb nqa JPY; Kev thov tsis muaj zog tuaj yeem thawb cov txiaj ntsig siab dua, ua rau JPY tsis muaj zog.
Teb chaws Europe - Inflation & ECB tawm tswv yim
Eurozone CPI (Aug) – 09:00 UTC
- Core CPI YoY: 2.2% (Prev.: 2.3%)
- Lub ntsiab lus CPI YoY: 2.0% (Prev.: 2.0%)
- CPI MoM: Kev cia siab ntawm lub tiaj tus (Prev.: 0.0%)
- Qhov cuam tshuam: Kev nce nqi tuav ruaj khov / me ntsis softer qhia ECB txoj cai yuav nyob twj ywm ceev faj. Kev poob qis tuaj yeem ua rau EUR tsis muaj zog; muaj zog tshaj li qhov kev xav tau nyiaj txiag tuaj yeem ua rau muaj kev cia siab hawkish.
ECB's Txwj Laug Hais Lus - 11:30 UTC
- Qhov cuam tshuam: Kev tsom xam yuav yog nyob rau hauv nws stance hais txog kev nce nqi pheej yig thiab kev yooj yim nyiaj txiag. Hawkish tone txhawb EUR, dovish tone pressures nws.
Tebchaws Asmeskas - Kev Tsim Khoom & Kev Loj Hlob Outlook
S&P Global Manufacturing PMI (Aug) – 13:45 UTC
- Huab cua: 53.3 (Prev.: 49.8)
- Qhov cuam tshuam: Kev rov qab zoo rau hauv kev nthuav dav qhia txog kev lag luam rov qab los, zoo rau USD thiab cov peev txheej.
Kev Tsim Kho Kev Siv Nyiaj (MoM, Lub Xya Hli) - 14:00 UTC
- Huab cua: -0.1% (Prev.: -0.4%)
- Qhov cuam tshuam: Kev cog lus txuas ntxiv hauv kev tsim kho yuav yog qhov tsis zoo rau Asmeskas txoj kev loj hlob, tshwj xeeb yog cov vaj tsev nyob.
ISM Manufacturing PMI & Nqe (Aug) – 14:00 UTC
- Kev kwv yees PMI: 48.9 (Prev.: 48.0)
- Nqe Forecast: 65.1 (Prev.: 64.8)
- Qhov cuam tshuam: Kev rov qab PMI me me tseem qhia txog kev cog lus, thaum tus nqi siab cuam tshuam txog kev nce nqi siab. Qhov kev sib xyaw no tuaj yeem cuam tshuam Fed txoj cai - kev loj hlob tsis muaj zog, tab sis cov nqi tseem siab.
Atlanta Fed GDPNow (Q3) – 17:00 UTC
- Huab cua: 3.5% (ib yam)
- Qhov cuam tshuam: Kev ntsuas kev ntsuas muaj zog qhia txog kev ua haujlwm zoo hauv Asmeskas kev loj hlob, txhawb rau USD thiab cov txiaj ntsig.
Kev Tshawb Fawb Txog Kev Ua Lag Luam
- Asia: AUD yuav nyuaj los ntawm kev nthuav dav cov nyiaj tsis txaus, thaum JGB auction yuav hloov yen kev xav nyob ntawm qhov xav tau.
- Teb chaws Europe: Eurozone CPI yog tus tsav tsheb tseem ceeb - kev nce nqi tiaj tus ua rau EUR nyob rau hauv siab tshwj tsis yog ECB tawm tswv yim tig hawkish.
- US: Kev nyeem PMI yog qhov tseem ceeb. Ib qho kev rov qab muaj zog (S&P 53.3, ISM ze 49) nrog rau cov nqi siab tuaj yeem ntxiv dag zog rau USD thiab nqa cov txiaj ntsig, thaum cov ntaub ntawv tsis muaj zog yuav rov ua kom muaj kev poob nyiaj txiag ntshai thiab nyiam cov khoom vaj khoom tsev.
Zuag qhia tag nrho cov qhab nias: 8/10
- Yog vim li cas: Teb Chaws Asmeskas cov ntaub ntawv tsim khoom thiab Eurozone kev nce nyiaj txiag muaj peev xwm ua tau txav USD, EUR, thiab kev lag luam kev ncaj ncees tseem ceeb. Muaj zog PMI + cov ntaub ntawv nyiaj txiag ruaj khov tuaj yeem tig kev xav mus rau "siab dua-rau-ntev" Fed thiab ECB cov cai.
