Jeremy Oles

Published On: 23/12/2024
Qhia rau nws!
Cov xwm txheej kev lag luam yuav los tom ntej 24 Lub Kaum Ob Hlis 2024
By Published On: 23/12/2024
Sijhawm (GMT+0/UTC+0)Statetseem ceebEventforecastPrevious
00:30🇦🇺2 pointsRBA Cov Lus Sib Tham--------
05:00🇯🇵2 pointsBoJ Core CPI (YOY)1.5%1.5%
13:30🇺🇸2 pointsCore Durable Goods Orders (MoM) (Nov)0.3%0.1%
13:30🇺🇸3 pointsCov Khoom Txiav Txim Siab (MoM) (Nov)-0.3%0.2%
15:00🇺🇸3 pointsKev Muag Khoom Tshiab (Nov)666K610K
15:00🇺🇸2 pointsNew Home Sales (MoM) (Nov)-----17.3%
18:00🇺🇸2 points5-Xyoo Sau Ntawv Auction----4.197%
18:00🇺🇸2 pointsAtlanta Fed GDPNow (Q4)--------
21:30🇺🇸2 pointsAPI Lub Limtiam Crude Roj Tshuag-----4.700M

Cov ntsiab lus ntawm Cov Txheej Txheem Kev Lag Luam Yav Tom Ntej rau Lub Kaum Ob Hlis 24, 2024

  1. Australia RBA Cov Lus Sib Tham (00:30 UTC):
    • Kev nkag siab los ntawm Reserve Bank of Australia's (RBA) lub rooj sib tham tsis ntev los no tuaj yeem muab cov lus qhia txog txoj cai nyiaj txiag yav tom ntej. Hawkish tones yuav txhawb AUD, thaum cov lus tawm tswv yim dovish tuaj yeem hnyav ntawm cov txiaj.
  2. Nyiv BoJ Core CPI (YoY) (05: 00 UTC):
    • Huab cua: 1.5%, Yav dhau los: 1.5%.
      Kev ruaj ntseg hauv kev nce nqi tseem ceeb ua raws li BoJ txoj cai tam sim no. Kev nyeem ntawv siab dua tuaj yeem ua rau muaj kev nce nqi nce ntxiv, txhawb nqa JPY. Tus nqi qis dua tuaj yeem txo qhov kev cia siab rau kev hloov kho txoj cai, hnyav ntawm cov txiaj.
  3. Teb Chaws Asmeskas Cov Khoom Txiav Txim Siab (13:30 UTC):
    • Core Durable Goods Orders (MoM) (Kaum Ib Hlis): Kev kwv yees: 0.3%, Yav dhau los: 0.1%.
    • Cov Khoom Txiav Txim Siab (MoM) (Kaum Ib Hlis): Kev kwv yees: -0.3%, Yav dhau los: 0.2%.
      Cov ntaub ntawv khoom siv ruaj khov muab kev nkag siab rau kev lag luam peev. Cov lej muaj zog tshaj li qhov kev cia siab yuav txhawb nqa USD los ntawm kev qhia txog kev khwv nyiaj txiag. Cov ntaub ntawv tsis muaj zog tuaj yeem hnyav ntawm cov txiaj.
  4. US Housing Data (15:00 UTC):
    • Tshiab Lub Tsev Muag Khoom (Nov Ib): Huab cua: 666K, Yav dhau los: 610K.
    • Tshiab Lub Tsev Muag Khoom (MoM) (November): Yav dhau los: -17.3%.
      Kev nce hauv kev muag tsev tshiab qhia tau hais tias muaj vaj tse nyob, txhawb nqa USD. Kev muag khoom poob qis tuaj yeem ua rau cov neeg siv khoom tsis muaj kev ntseeg siab lossis teeb meem kev them taus.
  5. US 5-Year Note Auction (18:00 UTC):
    • Yav dhau los Yield: 4.197%.
      Cov txiaj ntsig siab dua qhia tias qhov kev cia siab nce nyiaj nce siab lossis nce kev thov kom rov qab los, uas yuav txhawb nqa USD. Kev thov tsis muaj zog tuaj yeem hnyav ntawm cov txiaj.
  6. US API Txhua Lub Limtiam Roj Crude Tshuag (21: 30 UTC):
    • Yav dhau los: -4.700 M.
      Qhov loj tshaj qhov kev cia siab ntawm qhov kev cia siab qhia tau tias muaj kev xav tau ntawm cov khoom siv roj av, uas muaj peev xwm txhawb nqa cov nqi roj thiab cov khoom lag luam sib txuas xws li CAD. Kev tsim kho tuaj yeem ua rau tus nqi siab.

Kev Tshawb Fawb Txog Kev Ua Lag Luam

  • Australia RBA Minutes:
    Lub suab nrov hawkish tuaj yeem txhawb AUD los ntawm kev qhia txog kev nce qib yav tom ntej. Dovish tawm tswv yim yuav hnyav ntawm cov txiaj.
  • Nyiv BoJ Core CPI:
    Kev ruaj ntseg nyiaj txiag txhawb nqa cov xwm txheej quo rau BoJ, nrog txwv JPY txav mus los. Kev xav tsis thoob ntawm ob sab yuav tsav JPY raws li.
  • US Durable Goods & Housing Data:
    • Zoo Scenario: Cov khoom muaj zog ruaj khov lossis cov duab vaj tse yuav cuam tshuam txog kev lag luam kev lag luam thiab cov neeg siv khoom xav tau, txhawb nqa USD.
    • Negative Scenario: Cov ntaub ntawv tsis muaj zog yuav qhia tias kev lag luam qeeb qeeb, muaj peev xwm hnyav rau USD.
  • Crude Oil Inventories:
    Drawdowns yuav txhawb nqa cov nqi roj, txhawb cov khoom lag luam txuas nrog cov txiaj ntsig. Kev tsim kho tuaj yeem ua rau cov nqi roj thiab cov txiaj ntsig cuam tshuam.

Zuag qhia tag nrho

Volatility: Nruab nrab, tsav los ntawm Asmeskas cov khoom ruaj khov thiab cov ntaub ntawv vaj tsev nyob, nrog rau cov kev xav tsis thoob hauv cov khoom lag luam roj lossis cov lus tawm tswv yim hauv tuam txhab nyiaj hauv nruab nrab.

Impact Score: 7/10, nrog cov tsav tsheb tseem ceeb yog US cov cim kev lag luam thiab muaj peev xwm hloov pauv hauv kev xav los ntawm RBA lossis BoJ tawm tswv yim.