Cov xwm txheej yuav los tom ntej 27 Lub Rau Hli 2025

Sijhawm (GMT+0/UTC+0)	State	tseem ceeb	Event	Forecast	Previous
10:00		2 points	EU Cov Thawj Coj Summit	----	----
11:30		2 points	FOMC Tus Tswv Cuab Williams Hais Lus	----	----
12:30		3 points	Core PCE Nqe Index (MoM) (Tsib Hlis)	0.1%	0.1%
12:30		3 points	Core PCE Nqe Index (YoY) (Tsib Hlis)	2.6%	2.5%
12:30		2 points	PCE nqi Performance index (MoM) (May)	0.1%	0.1%
12:30		2 points	PCE Nqe Index (YoY) (Tsib Hlis)	2.3%	2.1%
12:30		2 points	Kev Siv Tus Kheej (MoM) (Tsib Hlis)	0.1%	0.2%
14:00		2 points	Michigan 1-Xyoo Inflation Expectations (Lub Rau Hli)	5.1%	6.6%
14:00		2 points	Michigan 5-Xyoo Inflation Expectations (Lub Rau Hli)	4.1%	4.2%
14:00		2 points	Michigan Consumer Expectations (Lub Rau Hli)	58.4	47.9
14:00		2 points	Michigan Consumer Sentiment (Lub Rau Hli)	60.5	52.2
15:30		2 points	Atlanta Fed GDPNow (Q2)	----	3.4%
17:00		2 points	US Baker Hughes Roj Rig suav	----	438
17:00		2 points	US Baker Hughes Total Rig suav	----	554
20:30		2 points	Fed Bank Stress Test Results	----	----

Cov ntsiab lus ntawm Cov Txheej Txheem Kev Lag Luam Yav Tom Ntej rau Lub Rau Hli 27, 2025

eurozone

1. EU Cov Thawj Coj Summit – 10:00 UTC

• Kev ua lag luam cuam tshuam:
  • Lub rooj sab laj rau kev sib koom tes kev txiav txim siab, tshwj xeeb ntawm cov teeb meem nyiaj txiag thiab geopolitical.
  • Cov txiaj ntsig tuaj yeem cuam tshuam EUR kev xav thiab sovereign bond dynamics.

United States

2. FOMC Tus Tswv Cuab Williams Hais Lus - 11:30 UTC

• Kev ua lag luam cuam tshuam:
  • Nws cov lus hais tuaj yeem tswj hwm qhov kev cia siab ntawm Fed txoj cai. Hawkish tone txhawb USD thiab yields; dovish tone boosts pheej hmoo cov cuab tam.

3. PCE Nqe Indexs & Kev Siv Tus Kheej (Tsib Hlis) - 12:30 UTC

• Core PCE (MoM): 0.1% Yog: 2.6%
• PCE (MoM): 0.1% Yog: 2.3%
• Kev siv tus kheej (MoM): 0.1%
• Kev ua lag luam cuam tshuam:
  • Raws li Fed thawj qhov kev ntsuas kev nce nyiaj txiag, ib qho tseem ceeb PCE siab dua 2.5% tuaj yeem ua rau tus nqi txo qis kev cia siab thiab buoy bonds thiab USD.
  • Cov ntawv nyeem tsis muaj zog lossis tsis txaus ntseeg yuav ua rau muaj kev ntxhov siab rau easing tus nqi cia siab.

4. Michigan Consumer Survey (Lub Rau Hli) – 14:00 UTC

• 1-Xyoo Inflation: 5.1% Yav dhau los: 6.6%
• 5-Xyoo Inflation: 4.1% Yav dhau los: 4.2%
• Kev cia siab ntawm cov neeg siv khoom: 58.4 | Yav dhau los: 47.9
• Consumer Sentiment: 60.5 | Yav dhau los: 52.2
• Kev ua lag luam cuam tshuam:
  • Cov kev cia siab qis qis dua nrog rau kev rov qab los ntawm kev xav pom zoo txhim kho kev ntseeg siab ntawm cov neeg siv khoom, txhawb ob leeg sib npaug thiab Fed siab ntev.

5. Atlanta Fed GDPNow (Q2) – 15:30 UTC

• Huab cua: ~ 3.4%
• Kev ua lag luam cuam tshuam:
  • Kev tuav tswj kev loj hlob zoo txhawb kev ruaj ntseg hauv nyiaj txiag tej yam kev mob.

6. US Baker Hughes Rig suav – 17:00 UTC

• Crude: 438 | Tag nrho: 554
• Kev ua lag luam cuam tshuam:
  • Ib qho kev poob hauv kev suav suav tuaj yeem txhawb nqa roj nqi, thaum qhov nce tuaj yeem ua rau lub zog ua haujlwm.

7. Fed Bank Stress Test Results – 20:30 UTC

• Kev ua lag luam cuam tshuam:
  • Qhov tseem ceeb rau banking sector kev ntseeg siab. Cov txiaj ntsig huv txhawb nqa txhab nyiaj khaws cia, thaum cov teeb meem tuaj yeem cuam tshuam kev ua haujlwm ntawm kev ua haujlwm thiab kev pheej hmoo siab dua.

Kev Tshawb Fawb Txog Kev Ua Lag Luam

• Fed-centric kev sib ntsib featuring core inflation indicators, consumer outlooks, thiab tawm tswv yim los ntawm Williams.
• Michigan kev tshawb fawb tuaj yeem muab kev nkag siab rau cov neeg siv khoom tus cwj pwm thiab kev cia siab ntawm kev nce nqi - qhov tseem ceeb rau Fed txoj cai.
• cov Fed kev ntsuam xyuas kev ntxhov siab ntxiv lwm txheej, tsom rau kev tswj hwm nyiaj txiag.
• EU lub rooj sib tham tej zaum yuav muab geopolitical los yog nyiaj txiag hloov tshiab, subtly cuam tshuam EUR thiab EU cov khoom muaj nqis.

Zuag qhia tag nrho cov qhab nias: 8/10

Qhov tseem ceeb Takeaways:

• Saib cov Core PCE luam tawm thiab cov neeg siv khoom xav tau rau cov lus qhia txog kev nce nqi nce ntxiv thiab Fed lub siab xav.
• Williams cov lus thiab cov bank stress test yuav coj kev lag luam ntawm txoj cai thiab kev ruaj ntseg nyiaj txiag.
• cov EU lub rooj sib tham muab cov ntsiab lus teb rau EUR, thaum rig cov ntaub ntawv tej zaum yuav cuam tshuam lub zog sector positioning.