Jeremy Oles

E phatlalalitsoe ka: 29/06/2025
Arolelana!
Liketsahalo tse tlang tsa moruo ka la 30 Phuptjane 2025
By E phatlalalitsoe ka: 29/06/2025
Nako(GMT+0/UTC+0)StateBohlokoaEventForecastPrevious
01:30🇨🇳2 pointsPMI e Kopanetsoeng ea Sechaena (Jun)----50.4
01:30🇨🇳3 pointsPMI ea Tlhahiso (Jun)49.649.5
01:30🇨🇳2 pointsPMI e sa Etsang Lintho (Phup)50.350.3
08:30🇪🇺2 pointsDe Guindos oa ECB oa Bua--------
13:45???????3 pointsChicago PMI (Jun)42.740.5
14:00???????2 pointsSetho sa FOMC Bostic se Bua--------
17:30🇪🇺2 pointsMopresidente oa ECB Lagarde oa Bua--------
22:00🇳🇿2 pointsNZIER Business Confidence (Q2)----19%
23:50🇯🇵2 pointsTankan All Big Industry CAPEX (Q2)----3.1%
23:50🇯🇵2 pointsTankan Big Manufacturing Outlook Index (Q2)912
23:50🇯🇵2 pointsTankan Large Manufacturers Index (Q2)1012
23:50🇯🇵2 pointsTankan Large Non-Manufacturers Index (Q2)3435

Kakaretso ea Liketsahalo tse Tlang tsa Moruo ka Phuptjane 30, 2025

China

1. Chinese Manufacturing PMI (Jun) - 01:30 UTC

  • Polelo: 49.6 | Previous: 49.5
  • Impact Market:
    • Ho bala ka tlase ho 50 ho bontša khutso. Keketseho e nyane e kanna ea se ke ea etsa letho, empa ntlafatso leha e le efe e kholo e ka tšehetsa CNY, maikutlo a kotsi sebakeng, le FX e amanang le thepa.

2. Sechaena e sa Etsang Lintho le PMI e Kopanetsoeng (Jun) - 01:30 UTC

  • Forecast bao e seng ba Tlhahiso: 50.3 | Previous: 50.3
  • Ponelopele e Kopanetsoeng: - | Previous: 50.4
  • Impact Market:
    • Litšebeletso le matla a kopantsoeng li ka fokotsa bofokoli bo bonoang indastering, ho fana ka matšoao a fapaneng bakeng sa Sekhahla sa China ka kakaretso.

Eurozone

3. ECB's De Guindos Speaks – 08:30 UTC

4. Mopresidente oa ECB Lagarde o Bua - 17:30 UTC

  • Impact Market:
    • Ha ECB e ntse e atamela kopano ea eona ea Phupu, lipuo tsena li tla fana ka lintlha tse ncha mabapi le sekgahla sa nako e tlang le tsela ya ho nyoloha ha theko.
    • Molumo ofe kapa ofe oa hawkish o ne o ka matlafatsa EUR; maikutlo a makatsang a ka liehisa ho hlaphoheloa ha eona.

United States

5. Chicago PMI (Jun) - 13:45 UTC

  • Polelo: 42.7 | Previous: 40.5
  • Impact Market:
    • Ha e ntse e le sebakeng sa konteraka, matšoao a ntlafatso tekano bofokoding ba tlhahiso, e ka fanang ka tšehetso e itekanetseng ho USD le li-equities tse mahareng.

6. FOMC Member Bostic Speaks – 14:00 UTC

  • Impact Market:
    • Tlhaloso efe kapa efe mabapi le tsela e eang pele bakeng sa litefiso kapa inflation e tla tsamaea FX le limmaraka tsa lihlahisoa.

New zealand

7. NZIER Business Confidence (Q2) - 22:00 UTC

  • Previous: 19%
  • Impact Market:
    • Ho bala ka boitšepo ho tlase hoa bonahatsa tlhokomeliso ea mekhatlo, e ka bang butle NZD.

Japan

8. Tankan Survey - 23:50 UTC

  • Capex, Manufacturing, and Non-Anufacturing Outlook bakeng sa Lifeme tse Kholo (Q2)
  • Boprofeta: Capex ~3.1%, Manufacturing Index ~9, Non-Manufacturing ~34 | Previous: Capex ~?%, Manufacturing ~12, Non-Manufacturing ~35
  • Impact Market:
    • Tankan ke senotlolo sa Litebello tsa leano la BoJ. Liphello tse fokolang li ka 'na tsa etsa hore mashano a bebofatse, a ntse a tsoela pele JPY le maikutlo a lichelete a Japane.

Tlhahlobo ea Tšusumetso ea 'Maraka

  • China: Liphetho tse tsoakiloeng tsa PMI li seta molumo bakeng sa Maikutlo a tlhahiso ea Asia le kotsi.
  • Tlhaloso ea ECB ke ntlha ea bohlokoa bakeng sa EUR tataiso.
  • US Chicago PMI le litlhaloso tsa Bostic sebopeho se haufi le nako Fepa litebello.
  • Tankan ea Japane litšusumetso JPY le maano a tšebeliso ea chelete.
  • Lintlha tsa NZIER e eketsa nuance ho Maikutlo a NZD.

Kakaretso ea Sephetho: 7/10

Litsela tsa bohlokoa:

  • lebella kopano e sebetsang hantle ho pholletsa le Asia le Europe.
  • Lipuisano tsa banka e bohareng ho tsoa ho ECB le Fed e tla khanna FX le lihlahisoa tse tsamaeang.
  • Watch Lipalo tsa Tankan le NZER bakeng sa matšoao a leano la libaka Japane le New Zealand.