Jeremy Oles
Qhia rau nws!
| Sijhawm (GMT+0/UTC+0) | State | tseem ceeb | Event | | Previous |
| 09:00 |  | 2 points | ECB's De Guindos Hais lus | ---- | ---- |
| 12:30 |  | 3 points | Core PCE Nqe Index (MoM) (Jul) | 0.3% | 0.3% |
| 12:30 | | 3 points | Core PCE Nqe Index (YoY) (Jul) | 2.9% | 2.8% |
| 12:30 | | 2 points | Cov khoom lag luam sib npaug (Jul) | -90.20B | -84.85B |
| 12:30 | | 2 points | PCE Nqe Index (YoY) (Jul) | 2.6% | 2.6% |
| 12:30 | | 2 points | PCE tus nqi ntsuas (MoM) (Jul) | 0.2% | 0.3% |
| 12:30 | | 2 points | Kev siv tus kheej (MoM) (Jul) | 0.5% | 0.3% |
| 12:30 | | 2 points | Retail Inventories Ex Auto (Jul) | ---- | -0.1% |
| 13:45 | | 3 points | Chicago PMI (Aug) | 46.6 | 47.1 |
| 14:00 | | 2 points | Michigan 1-Year Inflation Expectations (Aug) | 4.9% | 4.9% |
| 14:00 | | 2 points | Michigan 5-Year Inflation Expectations (Aug) | 3.9% | 3.4% |
| 14:00 | | 2 points | Michigan Consumer Expectations (Aug) | 57.2 | 57.7 |
| 14:00 | | 2 points | Michigan Consumer Sentiment (Aug) | 58.6 | 61.7 |
| 15:30 | | 2 points | Atlanta Fed GDPNow (Q3) | 2.2% | 2.2% |
| 17:00 | | 2 points | US Baker Hughes Roj Rig suav | ---- | 411 |
| 17:00 | | 2 points | US Baker Hughes Total Rig suav | ---- | 538 |
| 19:30 | | 2 points | CFTC Crude Oil speculative net txoj haujlwm | ---- | 120.2K |
| 19:30 | | 2 points | CFTC Kub speculative net txoj haujlwm | ---- | 212.6K |
| 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 | ---- | -171.5K |
| 19:30 |  | 2 points | CFTC AUD speculative net positions | ---- | -94.9K |
| 19:30 |  | 2 points | CFTC JPY speculative net txoj haujlwm | ---- | 77.6K |
| 19:30 | | 2 points | CFTC EUR speculative net txoj haujlwm | ---- | 118.7K |
Summary of Upcoming Economic Events on Lub yim hli ntuj 29, 2025
Teb chaws Europe - ECB
ECB's De Guindos Hais Lus - 09:00 UTC
- Qhov cuam tshuam: Kev lag luam yuav saib xyuas kev tawm tswv yim txog kev pheej hmoo nyiaj txiag tsis tu ncua lossis kev coj noj coj ua nyiaj txiag. Hawkish tones tuaj yeem ntxiv dag zog rau euro; dovish cov lus hais tuaj yeem txhawb nws.
Teb Chaws Asmeskas - Kev nce nqi, Kev loj hlob & Cov ntaub ntawv xa mus
Core PCE Nqe Index (MoM, Jul) - 12:30 UTC
- Huab cua: 0.3% (Tom ntej: +0.3%)
Core PCE Nqe Index (YoY, Jul) - 12:30 UTC
- Huab cua: 2.9% (Prev.: 2.8%)
PCE Nqe Index (MoM & YoY, Jul) - 12:30 UTC
- MoM Huab Cua: 0.2% (Tom ntej: +0.3%)
- YoY Forecast: 2.6% (Tom ntej: +2.6%)
- Qhov cuam tshuam: PCE yog Fed qhov kev ntsuas nyiaj txiag uas xav tau.
- Ib qho ruaj khov 0.3% core MoM ua rau kev nce nqi nplaum, tej zaum yuav ncua kev txiav nqi.
- Ib qho kev poob siab tsis txaus ntseeg yuav yooj yim rau lub siab ntawm Fed thiab txhawb nqa cov peev txheej.
Cov khoom lag luam sib npaug (Lub Xya Hli) - 12:30 UTC
- Huab cua: -$90.2B (Prev.: -$84.85B)
- Qhov cuam tshuam: Qhov kev lag luam dav dav qhia tias muaj zog ntshuam, muaj peev xwm hnyav rau GDP kev cia siab thiab USD.
Kev Siv Tus Kheej (MoM, Jul) – 12:30 UTC
- Huab cua: 0.5% (Tom ntej: +0.3%)
- Qhov cuam tshuam: Kev siv nyiaj muaj zog txhawb kev loj hlob sai tab sis tuaj yeem txhawb nqa kev txhawj xeeb txog nyiaj txiag.
Retail Inventories Ex Auto (Jul) – 12:30 UTC
- Yav dhau los: -0.1%
- Qhov cuam tshuam: Muab kev nkag siab txog cov qib Tshuag; Cov khoom lag luam poob qis qhia tias cov tuam txhab xav kom tsis muaj zog xav tau.
Chicago PMI (Aug) – 13:45 UTC
- Huab cua: 46.6 (Prev.: 47.1)
- Qhov cuam tshuam: Ib sub-50 nyeem ntawv qhia txog kev cog lus tsis tu ncua hauv Midwest kev tsim khoom, poob rau USD thiab cov khoom sib npaug yog tias tsis muaj zog tshaj qhov xav tau.
Michigan Consumer Data (Aug) – 14:00 UTC
- 1-Xyoo Inflation Expectations: 4.9% (tsis hloov)
- 5-Xyoo Inflation Expectations: 3.9% (Prev.: 3.4%)
- Kev cia siab ntawm cov neeg siv khoom: 57.2 (Prev.: 57.7)
- Consumer Sentiment: 58.6 (Prev.: 61.7)
- Qhov cuam tshuam: Cov kev cia siab nyiaj txiag ntev dua tuaj yeem ua rau kev lag luam nyiaj poob qis. Cov kev xav tsis muaj zog taw qhia rau kev ua kom muaj kev ntseeg siab hauv tsev neeg qeeb, hnyav rau kev xav txog kev loj hlob.
Atlanta Fed GDPNow (Q3) – 15:30 UTC
- Huab cua: 2.2% (tsis hloov)
- Qhov cuam tshuam: Qhov projection tsis tu ncua qhia kev loj hlob; muaj zog kho dua yuav txhawb USD.
US Baker Hughes Roj Rig suav - 17:00 UTC
- Yav dhau los: 411 rig
- Qhov cuam tshuam: Kev suav qis qis feem ntau txhawb nqa cov nqi roj, cuam tshuam rau lub zog sib npaug thiab cov khoom muaj nqis sib txuas.
CFTC Positioning – 19:30 UTC
- Crude Oil Net ntev: 120.2K
- Kub net ntev: 212.6K
- Nasdaq 100 Net ntev: 33.8K
- S&P 500 Net Shorts: -171.5K
- AUD Net Shorts: -94.9K
- JPY net ntev: 77.6K
- EUR Net ntev: 118.7K
- Qhov cuam tshuam: Cov ntaub ntawv pov thawj muab kev xav cues. Cov kub muaj zog thiab EUR ntev qhia kev lag luam tiv thaiv USD lub zog, thaum lub sij hawm luv luv luv qhia txog kev ceev faj txog kev noj qab haus huv.
Kev Tshawb Fawb Txog Kev Ua Lag Luam
- Teb chaws Europe: ECB's De Guindos tuaj yeem ua rau lub sijhawm luv luv EUR tsiv nyob ntawm lub suab.
- US: Cov ntaub ntawv hnyav tsom nrog Core PCE, Kev Siv Tus Kheej, thiab Michigan kev cia siab hauv qhov tsom teeb. Yog tias PCE nyob twj ywm kub thiab qhov kev cia siab nyiaj txiag ntev ntev yuav nce, Fed tus nqi txiav yuav raug ncua, nqa USD tab sis hnyav ntawm cov khoom sib npaug.
- Zog: Rig suav thiab CFTC qhov chaw ntxiv volatility rau cov nqi roj.
- Zuag qhia tag nrho Risk: Kev ua lag luam rhiab heev yuav siab rau kev nce nqi thiab kev ntseeg siab ntawm cov neeg siv khoom.
Zuag qhia tag nrho cov qhab nias: 9/10
- Yog vim li cas: nrog Fed's key inflation gauge (Core PCE), kev ntseeg siab ntawm cov neeg siv khoom, thiab cov ntaub ntawv luam tawm tag nrho hauv kev ua si, qhov kev sib tham no tuaj yeem tsim lub suab rau Fed txoj cai cia siab rau lub Cuaj Hli.
