Jeremy Oles
Qhia rau nws!
| Sijhawm (GMT+0/UTC+0) | State | tseem ceeb | Cov kev tshwm sim | forecast | Previous |
| 13:00 |  | 2 cov ntsiab lus | FOMC Tus Tswv Cuab Bowman Hais Lus | --- | --- |
| 14:00 | | 3 cov ntsiab lus | Kev Muag Khoom Hauv Tsev (Sep) | 3.88M | 3.86M |
| 14:00 | | 2 cov ntsiab lus | Kev Muag Khoom Hauv Tsev (MoM) (Sep) | --- | -2.5% |
| 14:00 |  | 2 cov ntsiab lus | ECB Thawj Tswj Hwm Lagarde Hais lus | --- | --- |
| 14:00 | | 2 cov ntsiab lus | ECB's Txoj Kev Hais Lus | --- | --- |
| 14:30 | | 3 cov ntsiab lus | Crude Roj Inventories | 0.700M | -2.191M |
| 14:30 | | 2 cov ntsiab lus | Cushing Crude Oil Inventories | --- | 0.108M |
| 17:00 | | 2 cov ntsiab lus | 20-Xyoo Bond Auction | --- | 4.039% |
| 17:00 |  | 2 cov ntsiab lus | RBNZ Gov Orr Hais lus | --- | --- |
| 18:00 | | 2 cov ntsiab lus | Beige phau ntawv | --- | --- |
Cov ntsiab lus ntawm Cov Txheej Txheem Kev Lag Luam yuav los tom ntej rau Lub Kaum Hli 23, 2024
- FOMC Tus Tswv Cuab Bowman Hais Lus (13:00 UTC):
Cov lus ceeb toom los ntawm Tsoom Fwv Teb Chaws Reserve Tus Thawj Kav Tebchaws Michelle Bowman tuaj yeem muab kev nkag siab rau Fed qhov kev xav ntawm kev nce nqi, cov paj laum, thiab kev lag luam dav dav. - Teb Chaws Asmeskas Kev Muag Khoom Hauv Tsev (Sep) (14:00 UTC):
Taug qab cov tsev uas twb muaj lawm muag txhua xyoo. Huab cua: 3.88M, Yav dhau los: 3.86M. Kev muag khoom muaj zog yuav qhia tau tias muaj peev xwm nyob hauv kev ua lag luam vaj tsev, thaum muag muag tsis muaj zog qhia tias kev xav tau softening. - Teb Chaws Asmeskas Kev Muag Khoom Hauv Tsev (MoM) (Sep) (14:00 UTC):
Ntsuas qhov hloov ntawm lub hli-rau-hli hauv kev muag khoom hauv tsev uas twb muaj lawm. Yav dhau los: -2.5%. Kev poob qis yuav qhia txog kev lag luam vaj tsev qeeb. - ECB Thawj Tswj Hwm Lagarde Hais Lus (14:00 UTC):
ECB Thawj Tswj Hwm Christine Lagarde tuaj yeem muab cov kev hloov kho tshiab ntawm Eurozone kev lag luam, kev nce nyiaj txiag, thiab lub hauv paus nyiaj txiag txoj cai tswjfwm. - ECB's Txoj Kev Hais Lus (14: 00 UTC):
ECB Chief Economist Philip Lane tuaj yeem muab kev nkag siab ntxiv rau ECB lub tswv yim los tswj kev nce nqi thiab kev lag luam rov qab hauv Eurozone. - US Crude Oil Inventories (14:30 UTC):
Ntsuas cov kev hloov pauv txhua lub lim tiam hauv cov khoom siv roj av. Huab cua: 0.700M, Yav dhau los: -2.191M. Kev nce hauv cov khoom lag luam tuaj yeem qhia qhov kev xav tau qis dua, qhov hnyav ntawm cov nqi roj, thaum qhov kev poob qis yuav qhia tau tias muaj zog dua. - Cushing Crude Oil Inventories (14:30 UTC):
Taug qab cov roj crude khaws cia ntawm Cushing, Oklahoma hub. Tom ntej: 0.108M. Cov kev hloov ntawm no cuam tshuam rau US cov nqi roj av. - US 20-Year Bond Auction (17:00 UTC):
Lub auction rau 20-xyoo Treasury bonds. Yav dhau los: 4.039%. Cov txiaj ntsig siab dua yuav cuam tshuam cov nqi qiv nyiaj ntau dua lossis kev cia siab nyiaj txiag. - RBNZ Gov Orr Hais Lus (17:00 UTC):
New Zealand's Reserve Bank Governor Adrian Orr tuaj yeem tham txog txoj cai tswjfwm nyiaj txiag thiab kev lag luam, muaj peev xwm muab kev nkag siab txog kev txiav txim siab tus nqi yav tom ntej. - US Beige Phau Ntawv (18:00 UTC):
Tsoom Fwv Teb Chaws Reserve tsab ntawv ceeb toom uas muab cov ntaub ntawv pov thawj ntawm kev lag luam tam sim no thoob plaws hauv Teb Chaws Asmeskas. Nws raug saib xyuas zoo rau kev nkag siab rau cov neeg siv khoom xav tau, kev ua lag luam kev lag luam, thiab kev kub ntxhov siab.
Kev Tshawb Fawb Txog Kev Ua Lag Luam
- FOMC Bowman hais lus:
Txhua lub suab nrov nrov los ntawm Bowman tuaj yeem ntxiv dag zog rau USD, qhia txog kev cuam tshuam cov paj laum ntau dua. Dovish cov lus hais tuaj yeem ua rau USD tsis muaj zog vim nws yuav qhia kom ceev faj txog kev pheej hmoo nyiaj txiag. - Teb Chaws Asmeskas Cov Ntaub Ntawv Muag Khoom Hauv Tsev (MoM thiab Txhua Xyoo):
Kev muag khoom hauv tsev tsis muaj zog dua li qhov xav tau yuav qhia txog kev lag luam vaj tsev txias, uas tuaj yeem hnyav rau USD. Kev muag khoom muaj zog yuav qhia tau tias kev thov txuas ntxiv, txhawb nqa USD. - ECB Hais Lus (Lagarde thiab Lane):
Hawkish cov lus hais txog kev tswj hwm nyiaj txiag los ntawm Lagarde lossis Lane yuav txhawb nqa EUR, thaum cov lus hais dovish tuaj yeem ua rau cov txiaj ntsig zoo, tshwj xeeb tshaj yog tias kev tsom mus rau kev sib tw nyiaj txiag. - US Crude Oil Inventories:
Kev tsim khoom hauv cov khoom lag luam yuav qhia qhov kev xav tau qis dua, yuav ua rau txo qis ntawm cov nqi roj. Kev poob qis yuav qhia tau tias muaj zog noj, txhawb cov nqi roj. - US 20-Xyoo Bond Auction:
Cov nyiaj tau los siab dua tuaj yeem qhia tias qhov kev cia siab nce nyiaj nce siab lossis nce nqi pheej hmoo, uas yuav txhawb nqa USD los ntawm kev nyiam cov peev txawv teb chaws. - RBNZ Governor Orr Hais lus:
Txhua qhov qhia txog kev nce nqi yav tom ntej los ntawm Adrian Orr yuav txhawb nqa NZD, thaum dovish cov cim yuav ua rau nws tsis muaj zog. - US Beige Phau Ntawv:
Daim ntawv tshaj tawm qhia txog kev lag luam muaj zog thiab nyiaj txiag tsis tu ncua yuav txhawb nqa USD los ntawm kev txhawb nqa qhov kev xav tau txuas ntxiv Fed nruj. Daim ntawv tshaj tawm ceev faj yuav ua rau USD tsis muaj zog vim tias nws yuav qhia tias kev lag luam qeeb qeeb.
Zuag qhia tag nrho
Volatility:
Nruab nrab mus rau siab, nrog rau kev lag luam muaj peev xwm txav tau los ntawm kev hais lus los ntawm cov thawj coj hauv tuam txhab nyiaj hauv nruab nrab (Fed, ECB, RBNZ), cov ntaub ntawv kev lag luam vaj tsev los ntawm Asmeskas, thiab Beige Phau ntawv qhia. Teb Chaws Asmeskas cov khoom lag luam roj av thiab cov txiaj ntsig kev twv txiaj kuj tseem tuaj yeem ua rau muaj kev hloov pauv hauv cov khoom lag luam thiab daim ntawv cog lus.
Impact Score: 7/10, vim yog kev sib koom ua ke ntawm kev hais lus hauv tuam txhab nyiaj hauv tuam txhab, cov ntaub ntawv tseem ceeb hauv Teb Chaws Asmeskas kev lag luam, thiab kev lag luam roj. Cov xwm txheej no yuav ua rau muaj kev cia siab rau yav tom ntej txoj cai nyiaj txiag thiab kev loj hlob ntawm kev lag luam.
