Jeremy Oles
Qhia rau nws!
| Sijhawm (GMT+0/UTC+0) | State | tseem ceeb | Event | | Previous |
| 00:00 |  | 2 points | Jackson Qhov Symposium | ---- | ---- |
| 14:00 | | 3 points | Fed Chair Powell hais lus | ---- | ---- |
| 17:00 | | 2 points | US Baker Hughes Roj Rig suav | ---- | 412 |
| 17:00 | | 2 points | US Baker Hughes Total Rig suav | ---- | 539 |
| 19:30 | | 2 points | CFTC Crude Oil speculative net txoj haujlwm | ---- | 116.7K |
| 19:30 | | 2 points | CFTC Kub speculative net txoj haujlwm | ---- | 229.5K |
| 19:30 | | 2 points | CFTC Nasdaq 100 speculative net txoj haujlwm | ---- | 33.8K |
| 19:30 | | 2 points | CFTC S&P 500 speculative net txoj haujlwm | ---- | -139.6K |
| 19:30 |  | 2 points | CFTC AUD speculative net positions | ---- | -83.6K |
| 19:30 |  | 2 points | CFTC JPY speculative net txoj haujlwm | ---- | 82.0K |
| 19:30 |  | 2 points | CFTC EUR speculative net txoj haujlwm | ---- | 116.0K |
Summary of Upcoming Economic Events on Lub yim hli ntuj 22, 2025
Ntiaj teb no - Central Bank Focus
Jackson Hole Symposium - Txhua Hnub (00:00 UTC)
- Qhov cuam tshuam: Kev tshwm sim tsis tu ncua. Keeb kwm, Jackson Hole yog qhov chaw ua lag luam hauv nruab nrab txoj cai tseem ceeb hloov (piv txwv li, QE hauv 2010, nruj hauv 2021). Cov neeg koom ua lag luam yuav taug qab txhua qhov kev hais lus rau cov lus qhia ntawm Fed cov kauj ruam tom ntej thiab kev sib koom ua lag luam thoob ntiaj teb.
- Cov khoom tseem ceeb cuam tshuam: USD, US Treasuries, ntiaj teb no equities, kub.
Fed Chair Powell Hais Lus - 14:00 UTC
- Qhov cuam tshuam: cov qhov xwm txheej tseem ceeb tshaj plaws ntawm hnub. Powell lub suab (hawkish vs dovish) yuav hais txog kev lag luam ze ze.
- Hawkish: Txhim kho USD, txhawb nqa Nyiaj Txiag yields, pressures equities.
- Dovish: Tsis muaj zog USD, txhawb kev sib npaug, txhawb nqa kub.
Teb Chaws Asmeskas - Zog & Txoj Haujlwm
US Baker Hughes Roj Rig suav - 17:00 UTC
- Ua ntej: 412
- Qhov cuam tshuam: Poob rig suav hais tias muab khoom nruj, txhawb rau cov nqi roj av. ruaj khov lossis nce rigs teeb liab ntau lawm, hnyav rau roj.
Teb Chaws Asmeskas Baker Hughes Tag Nrho Rig suav - 17:00 UTC
- Ua ntej: 539
- Qhov cuam tshuam: Muab kev pom dav dav ntawm kev ua haujlwm drilling, nrog rau kev cuam tshuam zoo sib xws rau kev lag luam hluav taws xob.
CFTC Cov Ntawv Qhia Txog Kev Ua Haujlwm - 19:30 UTC
- Crude Oil Spec Net Txoj Haujlwm: Ua ntej. +116.7K → Ntev ntev = bullish sentiment hauv roj.
- Gold Spec Net Txoj Haujlwm: Ua ntej. + 229.5K → High ntev raug qhia tias muaj zog hedge xav tau.
- Nasdaq 100 Spec Net Txoj Haujlwm: Ua ntej. +33.8K → Kev xav zoo rau cov khoom lag luam thev naus laus zis.
- S&P 500 Spec Net Txoj Haujlwm: Ua ntej. -139.6K → Nets luv qhia txog kev tsis ncaj ncees nyob rau hauv kev sib tw dav.
- AUD Spec Net Positions: Ua ntej. -83.6K → Bearish positioning qhia txuas ntxiv kev pheej hmoo poob qis.
- JPY Spec Net Txoj Haujlwm: Ua ntej. +82.0K → Longs teeb liab kev nyab xeeb-haven thov.
- EUR Spec Net Txoj Haujlwm: Ua ntej. +116.0K → Net ntevs qhia EUR bullishness, rhiab rau ECB suab.
Kev Tshawb Fawb Txog Kev Ua Lag Luam
- Jackson Hole + Powell Speech = Tus Tsav Tsheb Thoob Ntiaj Teb
- Qhov no yuav cuam tshuam tag nrho lwm yam xwm txheej. Powell lub suab txiav txim siab seb tus nqi lag luam hauv Fed txuas ntxiv mus, tus nqi siab ntev, lossis kev yooj yim thaum ntxov.
- Zog Kev Lag Luam: Rig suav thiab CFTC cov haujlwm roj tuaj yeem txhawb nqa cov roj bullish yog tias cov khoom tseem txwv tsis pub muaj kev cia siab thiab kev cia siab ntev.
- Hlau Zoo Tshaj: Qhov chaw kub tseem nce siab; Powell's dovishness tuaj yeem ua rau muaj kev sib cav sib ceg.
- Vaj Huam Sib Luag: Nasdaq thiab S&P yav tom ntej txoj hauj lwm qhia tech optimism tab sis dav kev lag luam ceev faj. Ib tug dovish Powell tuaj yeem nyem luv, thaum hawkish cov lus hais tob tob txog kev pheej hmoo-tawm.
- FX: AUD thiab EUR qhov chaw qhia pom kev sib txawv-AUD tsis muaj zog (cov khoom lag luam txaus ntshai) vs EUR lub zog (tus txheeb ze ECB hawkishness). JPY tseem muaj kev nyab xeeb-haven hedge.
Zuag qhia tag nrho cov qhab nias: 10/10
- Powell's Jackson Hole hais lus yog ib qho tseem ceeb tshaj plaws ntawm lub Yim Hli rau kev lag luam thoob ntiaj teb.
- Volatility yuav muaj siab heev nyob thoob plaws USD, US Treasuries, kub, roj, vaj huam sib luag, thiab loj FX khub.
