Jeremy Oles

E phatlalalitsoe ka: 09/09/2025
Arolelana!
By E phatlalalitsoe ka: 09/09/2025
Nako(GMT+0/UTC+0)StateBohlokoaEventForecastPrevious
01:30🇨🇳2 pointsCPI (MoM) (Aug)0.1%0.4%
01:30🇨🇳2 pointsCPI (YoY) (Aug)-0.2%0.0%
01:30🇨🇳2 pointsPPI (YoY) (Aug)-2.9%-3.6%
12:30???????2 pointsCore PPI (MoM) (Aug)0.3%0.9%
12:30???????3 pointsPPI (MoM) (Aug)0.3%0.9%
14:30???????3 pointsLihlahisoa tsa oli tse sa hloekang----2.415M
14:30???????2 pointsCushing Oli e Kgethehileng Inventories----1.590M
17:00???????3 pointsFantisi ea Melaetsa ea Lilemo tse 10----4.255%
17:00???????2 pointsAtlanta Fed GDPNow (Q3)3.0%3.0%
23:50🇯🇵2 pointsBSI Large Manufacturing Conditions (Q3)-3.3-4.8

Kakaretso ea Liketsahalo Tsa Moruo Tse Tlang ka September 10, 2025

Asia - China le Japane

China – CPI & PPI (Aug) – 01:30 UTC

  • CPI (MoM): 0.1% (pele ho 0.4%)
  • CPI (YoY): -0.2% (pele ho 0.0%)
  • PPI (YoY): -2.9% (pele -3.6%)
  • Tšusumetso: CPI e tsoelang pele e fokolang e totobatsa likhatello tsa deflationary Chaena, bearish bakeng sa CNY le thepa. PPI e mpe hanyane hanyane e fana ka maikutlo a hore litheko tsa liheke tsa feme li kanna tsa tsitsisa. Lichelete tsa lefats'e li ka 'na tsa bona kotsi ea ho theoha haeba tšabo ea deflation e teba.

Japane - BSI Maemo a Maholo a Tlhahiso (Q3) - 23:50 UTC

  • Polelo: -3.3 (pele -4.8)
  • Tšusumetso: Ntlafatso e tsoang ho Q2 empa e ntse e le mpe, e bonts'a konteraka. Karabelo ea 'maraka e kanna ea fokola, empa bofokoli bo phehellang bo tiisa mats'oenyeho mabapi le pono ea indasteri ea Japane le phallo e bolokehileng ea JPY.

United States – Inflation, Energy & Bonds

Core PPI & PPI (Aug) - 12:30 UTC

  • Polelo: + 0.3% (e fetileng +0.9%)
  • Tšusumetso: Khōlo e fokolang ea PPI e ne e tla nolofatsa matšoenyeho a theko ea lichelete, e tšehetsang bond le equities empa e ka 'na ea e-ba chelete ea USD. Ntho e makatsang e ne e tla matlafatsa lihlahisoa tsa USD le Treasury, ho eketsa Fed hawkishness.

Lihlahisoa tsa Oli e Khōlō - 14:30 UTC

  • Previous: + 2.415M
  • Tšusumetso: Mehaho e na le ho lekanya litheko tsa oli, ha lithako li li tšehetsa. Lichelete tsa lekala la eneji le CAD li na le kutloelo-bohloko.

Cushing Crude Oil Inventories - 14:30 UTC

  • Previous: + 1.590M
  • Tšusumetso: Lintlha tsa polokelo ea libaka li susumetsa ho ata ha theko ea WTI le ho fetoha ha nako e khutšoanyane.

Fantisi ea Melaetsa ea Lilemo tse 10 - 17:00 UTC

  • Tlhahiso e Fetileng: 4.255%
  • Tšusumetso: Tlhokahalo e matla → lihlahisoa tse tlase, tšehetso ea USD, liphallelo tsa lichelete. Tlhokahalo e fokolang → chai e phahameng, ho fokotsa kotsi, khatello ea tekano e ka bang teng.

Atlanta Fed GDPNow (Q3) - 17:00 UTC

  • Polelo: 3.0% (e tšoanang)
  • Tšusumetso: E tiisa tebello e tsitsitseng ea kholo ea US. Botsitso bo tšehetsa lichelete empa bo fokotsa ho potlaka bakeng sa ho fokotsa chelete ea Fed.

Tlhahlobo ea Tšusumetso ea 'Maraka

  • Asia: China CPI/PPI e tla tsamaisa maikutlo mabapi le deflation vs stabilization. Matlotlo a sa tsotelleng kotsi (AUD, equities, commodities) a ka arabela ka matla.
  • US: Inflation ka PPI ke eona ntho e ka sehloohong. Limmaraka tse tlase li khutsitse, ha lipalo tse phahameng li busa Fed e tiisang tšabo. Lihlahisoa tsa oli li eketsa ho feto-fetoha ha thepa. Fantisi ea lilemo tse 10 e ka tsamaisa chai le litefiso.
  • Japane: Lintlha ke tsa bobeli, tšusumetso ea yen e itekanetseng ntle le haeba liphetho li makatsa.

Kakaretso ea Sephetho: 8/10

  • Hobaneng: Lintlha tsa China deflation + Inflation ea US le liketsahalo tsa 'maraka oa bond li theha seboka se nang le tšusumetso e matla bakeng sa mebaraka ea lefats'e.