Jeremy Oles

E phatlalalitsoe ka: 02/07/2025
Arolelana!
By E phatlalalitsoe ka: 02/07/2025
Nako(GMT+0/UTC+0)StateBohlokoaEventForecastPrevious
00:30🇯🇵2 pointskapa Jibun Bank Services PMI (Jun)51.551.5
01:30🇦🇺2 pointsTrade Balance (Motšeanong)5.080B5.413B
01:45🇨🇳2 pointsCaixin Services PMI (Jun)51.051.1
08:00🇪🇺2 pointsHCOB Eurozone Composite PMI (Jun)50.250.2
08:00🇪🇺2 pointsHCOB Eurozone Services PMI (Jun)50.050.0
11:30🇪🇺2 pointsECB e phatlalatsa Akhaonto ea Kopano ea Leano la Lichelete--------
12:30???????2 pointsKakaretso ea Moputso oa Hora (YoY) (YoY) (Jun)----3.9%
12:30???????2 pointsKakaretso ea Moputso oa Hora (MoM) (Phup)0.3%0.4%
12:30???????2 pointsHo Tsoela Pele Litlaleho Tsa ho Hloka Mosebetsi----1,974K
12:30???????2 pointsThepa kantle (Mots'eanong)----289.40B
12:30???????2 pointsLintho tse tsoang kantle (Motšeanong)----351.00B
12:30???????2 pointsLiphoso tsa pele tsa Jobo239K236K
12:30???????2 pointsMeputso ea Nonfarm (Jun)120K139K
12:30???????2 pointsSekhahla sa Seabo (Phup)----62.4%
12:30???????2 pointsLitefiso tsa Private Nonfarm (Phup)----140K
12:30???????2 pointsTrade Balance (Motšeanong)-69.60B-61.60B
12:30???????2 pointsSekhahla sa ho Hloka Mosebetsi sa U6 (Phup)----7.8%
12:30???????2 pointsSekhahla sa ho Hloka Mosebetsi (Phup)4.3%4.2%
13:45???????2 pointsS&P Global Composite PMI (Jun)52.852.8
13:45???????2 pointsS&P Global Services PMI (Jun)53.153.1
14:00???????2 pointsLitaelo tsa Feme (MoM) (Motšeanong)7.9%-3.7%
14:00???????2 pointsISM Non-Manufacturing Employment (Jun)----50.7
14:00???????2 pointsISM Non-Manufacturing PMI (Jun)50.849.9
14:00???????2 pointsLitheko tsa ISM tseo e seng tsa Tlhahiso (Phup)----68.7
15:00???????2 pointsSetho sa FOMC Bostic se Bua--------
17:00???????2 pointsAtlanta Fed GDPNow (Q2) 2.5%2.5%
17:00???????2 pointsUS Baker Hughes Oil Rig Count----432
17:00???????2 pointsUS Baker Hughes Total Rig Count----547
23:30🇯🇵2 pointsHousehold Spending (MoM) (May)0.4%-1.8%
23:30🇯🇵2 pointsHousehold Spending (YoY) (May)1.3%-0.1%

Kakaretso ea Liketsahalo tse Tlang tsa Moruo ka Phupu 3, 2025

Asia - Japane, Australia le China

kapa Jibun Bank Services PMI (Jun) – 00:30 UTC

  • E lebeletsoe: 51.5 (e fetileng 51.5)
  • Tšusumetso: Ho bala ho tsitsitseng ho bontša tšebetso e tsitsitseng ea litšebeletso Japane; ho se nke lehlakore bakeng sa JPY ntle le ho kheloha ho makatsang.

Australia Trade Balance (Mots'eanong) - 01:30 UTC

  • E lebeletsoe: 5.08B (e fetileng 5.413B)
  • Tšusumetso: Tlaase khoebo e setseng e ka fokolisa AUD hanyenyane; senotlolo sa chebo ea moruo e tsamaellanang le thomello.

Caixin Services PMI (Jun) - 01:45 UTC

  • E lebeletsoe: 51.0 (e fetileng 51.1)
  • Tšusumetso: Tekanyetso e nyane e lebelletsoe; e ntse e le sebakeng sa katoloso. E ts'ehetsa CNY le maikutlo a pharalletseng a kotsi.

Japan Household Spending (MoM) (May) - 23:30 UTC

  • E lebeletsoe: 0.4% (e fetileng -1.8%)
  • Tšusumetso: Rebound e bonts'a ts'ebetso e matla ea bareki, e ts'ehetsang pono ea ho hlaphoheloa malapeng le JPY.

Japan Household Spending (YoY) (May) - 23:30 UTC

  • E lebeletsoe: 1.3% (e fetileng -0.1%)
  • Tšusumetso: Tšebeliso e phahameng ea selemo le selemo e fana ka maikutlo a ho tsitsisa maemo a tlhokahalo.

Europe - ECB & PMI Data

HCOB Eurozone Composite PMI (Jun) - 08:00 UTC

  • E lebeletsoe: 50.2 (e tšoanang le ea pele)
  • Tšusumetso: E boloka lets'oao la kholo le sa nke lehlakore; e boloka EUR e tsitsitse ntle le phetoho e sa lebelloang.

HCOB Eurozone Services PMI (Jun) - 08:00 UTC

  • E lebeletsoe: 50.0 (e tšoanang le ea pele)
  • Tšusumetso: Lipontšo ho thekesela mosebetsing oa litšebeletso; bohlanya haeba bo phehella, bo matlafatsang boemo bo hlokolosi ba ECB.

ECB e phatlalatsa Akhaonto ea Kopano ea Leano la Lichelete - 11:30 UTC

  • Tšusumetso: E ka senola ngangisano ea ka hare mabapi le tsela ea maano; molumo oa li-dovish o ka ba boima ho EUR le lihlahisoa tsa eurozone.

United States - Labor, PMI, Trade & Fed Commentary

Meputso ea Nonfarm (Jun) - 12:30 UTC

  • E lebeletsoe: 120K (139K e fetileng)
  • Tšusumetso: Ho hira ho fokolang ho ka hlasimolla libeche tse theotsoeng ke sekhahla; ho fosa ka tlase ho 100K ho ka etsa hore USD e fokotsehe.

Sekhahla sa ho Hloka Mosebetsi (Jun) - 12:30 UTC

  • E lebeletsoe: 4.3% (e fetileng 4.2%)
  • Tšusumetso: Ho phahamisa hanyane ho ka tiisa mekhoa e bonolo ea basebetsi; e ts'ehetsa litebello tsa Dovish Fed.

Litlaleho tsa Pele tsa ho Hloka Mosebetsi - 12:30 UTC

  • E lebeletsoe: 239K (236K e fetileng)
  • Tšusumetso: Keketseho e itekanetseng e bontša butle-butle ho nolofatsa 'maraka oa basebetsi; e matlafatsa leeme la ho fokotsa sekhahla.

Kakaretso ea Moputso oa Hora (MoM) (Jun) - 12:30 UTC

  • E lebeletsoe: 0.3% (e fetileng 0.4%)
  • Tšusumetso: Ho hola ha meputso butle ho fokotsa khatello ea inflation, letšoao la dovish bakeng sa Fed.

Trade Balance (Mots'eanong) - 12:30 UTC

  • E lebeletsoe: -69.60B (e fetileng -61.60B)
  • Tšusumetso: Khaello e pharaletseng e ka ba boima hanyane ho litebello tsa GDP; tšusumetso e fokolang ea 'maraka ntle le ho makala ho hoholo.

ISM Non-Manufacturing PMI (Jun) - 14:00 UTC

  • E lebeletsoe: 50.8 (e fetileng 49.9)
  • Tšusumetso: Ho khutlela sebakeng sa katoloso ho tšehetsa pale e bonolo ea ho lulisa; bullish haeba e tsitsitse.

Litaelo tsa Fektheri (MoM) (Mots'eanong) - 14:00 UTC

  • E lebeletsoe: 7.9% (e fetileng -3.7%)
  • Tšusumetso: Ho hlaphoheloa ka matla ho matlafatsa maikutlo a matsete a khoebo; e ts'ehetsa lebelo la tekano.

S&P Global Services PMI (Jun) - 13:45 UTC

  • E lebeletsoe: 53.1 (e tšoanang le ea pele)
  • Tšusumetso: Katoloso e tsitsitseng; e tiisa boitelo lekaleng la ditshebeletso.

Atlanta Fed GDPNow (Q2) - 17:00 UTC

  • E lebeletsoe: 2.5% (e tšoanang)
  • Tšusumetso: Khakanyo ea kholo e tsitsitseng e boloka Fed ka mokhoa o itšetlehileng ka data; ho se nke lehlakore ntle le phetoho e kholo.

Setho sa FOMC Bostic se Bua - 15:00 UTC

  • Tšusumetso: E ka fana ka temohisiso mabapi le leeme la Fed mabapi le ho fokotsa sekhahla; 'maraka o tla hlahlobisisa molumo.

Thepa le Matla

US Baker Hughes Oil Rig Count - 17:00 UTC

  • Previous: 432
  • Tšusumetso: Palo e tlase ea rig e tšehetsa litheko tsa oli; e ama maikutlo a lekala la eneji.

API Beke le Beke ea Setoko sa Oli e Hlōlehileng – N/A

  • Tlhahiso e fetileng: –4.277M
  • Tšusumetso: Lits'oants'o tse tsoelang pele li ka ts'ehetsa theko ea oli; ho sekama ha inflation ha ho ka tsoela pele.

Tlhahlobo ea Tšusumetso ea 'Maraka

  • Lintlha tsa basebetsi ba US li laola, ka meputso e seng ea temo, ho hloka mosebetsi, le meputso e bōpang pono ea leano la Fed.
  • Litšebeletso tsa Eurozone PMIs le metsotso ea ECB seta molumo bakeng sa EUR le tataiso ea bond.
  • Lintlha tsa Asia (China PMI, khoebo ea Australia) e eketsa maemo a tlhokeho ea lefatše le mekhoa ea thepa.
  • Lihlahisoa tsa oli le lipalo tsa lisebelisoa tataisa litebello tsa inflation ea matla.

Kakaretso ea Sephetho: 8/10

Lintlha tsa bohlokoa tsa ho shebella:

  • Mesebetsi ea US le data ea meputso - ea bohlokoa bakeng sa litebello tsa pholisi ea nako e khuts'oane ea Fed.
  • Eurozone PMI & ECB metsotso - e tla tsamaisa maikutlo a EUR.
  • China PMI & Australia khoebo - matšoao a pele bakeng sa thepa le kutloisiso ea kholo.
  • Litšebeletso tsa ISM le litaelo tsa feme - e bohlokoa bakeng sa ho netefatsa botsitso ba moruo oa US.