Cov xwm txheej yuav los tom ntej 25 Lub Plaub Hlis 2025

Sijhawm (GMT+0/UTC+0)	State	tseem ceeb	Event	Forecast	Previous
14:00		2 points	Michigan 1-Year Inflation Expectations (Lub Plaub Hlis)	6.7%	6.7%
14:00		2 points	Michigan 5-Year Inflation Expectations (Lub Plaub Hlis)	4.4%	4.4%
14:00		2 points	Michigan Consumer Expectations (Lub Plaub Hlis)	47.2	47.2
14:00		2 points	Michigan Consumer Sentiment (Lub Plaub Hlis)	50.8	50.8
17:00		2 points	US Baker Hughes Roj Rig suav	----	481
17:00		2 points	US Baker Hughes Total Rig suav	----	585
19:30		2 points	CFTC Crude Oil speculative net txoj haujlwm	----	146.4K
19:30		2 points	CFTC Kub speculative net txoj haujlwm	----	202.2K
19:30		2 points	CFTC Nasdaq 100 speculative net txoj haujlwm	----	31.8K
19:30		2 points	CFTC S&P 500 speculative net txoj haujlwm	----	-63.1K
19:30		2 points	CFTC AUD speculative net positions	----	-58.8K
19:30		2 points	CFTC JPY speculative net txoj haujlwm	----	171.9K
19:30		2 points	CFTC EUR speculative net txoj haujlwm	----	69.3K

Cov ntsiab lus ntawm Cov Txheej Txheem Kev Lag Luam Yav Tom Ntej ntawm Lub Plaub Hlis 25, 2025

United States (UA)

1. Michigan Consumer Expectations & Sentiment (Plaub Hlis) – 14:00 UTC
   • 1-Xyoo Inflation Expectations: Kev kwv yees: 6.7% (Yav dhau los: 6.7%)
   • 5-Xyoo Inflation Expectations: Kev kwv yees: 4.4% (Yav dhau los: 4.4%)
   • Consumer Expectations Index: Huab cua: 47.2 (Yav dhau los: 47.2)
   • Consumer Sentiment Index: Huab cua: 50.8 (Yav dhau los: 50.8)
   • Kev ua lag luam cuam tshuam:
     • Qhov kev cia siab ruaj khov lossis nce nyiaj nce siab tuaj yeem txhawb nqa ntau dua hawkish Fed stance, cuam tshuam bonds thiab USD.
     • Kev xav cov nuj nqis hauv qab qhov nruab nrab ntawm keeb kwm cuam tshuam tsis muaj zog cov neeg siv khoom ntseeg siab, muaj peev xwm dampening kev siv nyiaj outlook.
2. US Baker Hughes Roj Rig suav - 17:00 UTC
   • Yav dhau los: 481
3. Teb Chaws Asmeskas Baker Hughes Tag Nrho Rig suav - 17:00 UTC
   • Yav dhau los: 585
   • Kev ua lag luam cuam tshuam:
     • Kev nce rig suav qhia kev loj hlob ntawm cov khoom siv yav tom ntej, muaj feem cuam tshuam roj nqi qis. Ib qho poob tuaj yeem qhia zawm khoom.
4. CFTC Speculative Net Positions – 19:30 UTC
   • Roj Crude: Tom ntej: 146.4K
   • Kub: Tom ntej: 202.2K
   • Nasdaq 100: Tom ntej: 31.8K
   • S&P 500: Yav dhau los: -63.1K
   • AUD: Yav dhau los: -58.8K
   • JPY: Tom ntej: 171.9K
   • EUR: Tom ntej: 69.3K
   • Kev ua lag luam cuam tshuam:
     • Cov duab no qhia txog institutional sentiment thiab ua lag luam positioning.
     • Kev hloov pauv loj tuaj yeem ua rau pom yav tom ntej volatility los yog hloov hauv qauv kev coj rau cov peev txheej kawm no.

Kev Tshawb Fawb Txog Kev Ua Lag Luam

• USD & Treasuries: Saib rau txhua qhov kev hloov pauv hauv kev cia siab nyiaj txiag; siab dua prints ntxiv dag zog rau duas thiab hnyav rau sib npaug.
• Roj Crude: Cov ntaub ntawv speculator ua ke nrog cov lej suav tuaj yeem tsav tau luv luv roj kev lag luam kev taw qhia.
• Risk Sentiment: Positioning nyob rau hauv Nasdaq thiab S&P 500 qhia tag nrho txaus ntshai tiam sis.

Zuag qhia tag nrho cov qhab nias: 6/10

Ntsiab tsom xam: Inflation expectations, cov neeg siv kev xav, thiab speculative positioning thoob plaws cov khoom thiab cov khoom vaj khoom tsev.