Jeremy Oles

La daabacay: 30/06/2025
La wadaag!
By La daabacay: 30/06/2025
Waqtiga (GMT+0/UTC+0)StateMuhiimaddaEventForecastPrevious
01:45🇨🇳2 pointsSoosaarka Caixin PMI (MoM) (Jun)49.248.3
03:35🇯🇵2 points10-Sano JGB Xaraashka----1.512%
07:40🇪🇺2 pointsECB's De Guindos wuu hadlayaa--------
08:00🇪🇺2 pointsSoosaarka HCOB Eurozone PMI (Jun)49.449.4
08:40🇪🇺2 pointsECB's Elderson wuu hadlayaa--------
09:00🇪🇺2 pointsCore CPI (YoY) (Jun)2.3%2.3%
09:00🇪🇺2 pointsCPI (MoM) (Jun)----0.0%
09:00🇪🇺3 pointsCPI (YoY) (Jun)2.0%1.9%
10:40🇪🇺2 pointsECB's Schnabel wuu hadlayaa--------
13:30Warranty3 pointsGuddoomiyaha Fed Powell ayaa hadlay--------
13:30🇪🇺2 pointsMadaxweynaha ECB Lagarde ayaa hadlay--------
13:45Warranty3 pointsSoosaarka Caalamiga ah ee S&P PMI (Jun)52.052.0
14:00Warranty2 pointsKharashka Dhismaha (MoM) (Maajo)-0.1%-0.4%
14:00Warranty2 pointsShaqaalaynta Waxsoosaarka ISM (Jun)----46.8
14:00Warranty3 pointsSoosaarka ISM PMI (Jun)48.848.5
14:00Warranty3 pointsQiimaha Waxsoosaarka ISM (Jun)70.269.4
14:00Warranty3 pointsJOLTS Shaqooyinka Furan (May)7.450M7.391M
17:00Warranty2 pointsAtlanta FedNow (Q2)  2.9%2.9%
20:30Warranty2 pointsKaydka Saliida Ceyriinka Todobaadlaha ah ee API-----4.277M

Soo koobida Dhacdooyinka Dhaqaale ee Soo Socda Julaay 1, 2025

Aasiya - Shiinaha & Japan

  • Soosaarka Caixin PMI (Jun) - 01:45 UTC
    • Rajo: 49.2 (kii hore 48.3)
    • Saameyn: Hoos-u-dhac ka hooseeya 50 ayaa muujinaya foosha sii socota; horumar kasta ayaa taageeraya CNY, sinnaanta gobolka, iyo lacagaha badeecooyinka ku xidhan.
  • 10-Sano JGB Xaraashka - 03:35 UTC
    • Waxsoosaarka la filayo: ~ 1.512%
    • Saameyn: Saamaynta dalabka xaraashka JPY wax soo saar iyo dhaqdhaqaaqa suuqa curaarta; Baahida daciifka ah ayaa laga yaabaa inay kor u qaaddo wax soo saarka oo ay daciifiso yenka.

Yurub – Wax-soo-saarka Eurozone & Sicir-bararka

  • Khudbadaha ECB:
    • De Guindos - 07:40 UTC
    • Elderson - 08:40 UTC
    • Schnabel - 10:40 UTC
    • Lagarde - 13:30 UTC
  • Soosaarka HCOB Eurozone PMI (Jun) - 08:00 UTC
    • Rajo: 49.4 (kii hore 49.4)
  • Siidaynta CPI (Jun) - 09:00 UTC
    • Muhiimadda CPI YoY: 2.3% (2.3%)
    • Ciwaanka CPI YoY: 2.0% (1.9%)
    Saameyn: Fadhiidnimada wax-soo-saarka iyo CPI-da deggan ayaa maamuli doonta waxyaabaha laga filayo Kala duwanaanshaha heerka dulsaarka EUR. Codka ECB ku hadla—hawkish vs dovish—ayaa fure u noqon doona qaabaynta EUR jihada.

Maraykanka - Qudbadihii Fed & Xogta Wax Soo Saarka

  • Guddoomiyaha Fed Powell ayaa hadlay - 13:30 UTC
    • Saameyn: Darawalka suuqa caalamiga ah ee muhiimka ah; Tilmaamaha siyaasaddu waxay saameeyaan USD, Wax-soo-saarka Khasnadda, iyo kaydka.
  • Soosaarka Caalamiga ah ee S&P PMI (Jun) - 13:45 UTC
    • Rajo: 52.0 (isku mid)
    • Saameyn: Wuxuu xaqiijinayaa ballaarinta wax soo saarka; la jaanqaada dareenka khatarta ah.
  • Kharashka Dhismaha (May) - 14:00 UTC
    • Rajo: -0.1% (kii hore -0.4%)
    • Saameyn: Waxay bixisaa aragtida maalgashiga go'an; dib u soo celin kasta dareenka qaybta dhismaha.
  • Shaqada Soosaarka ISM & PMI & Qiimaha (Jun) - 14:00 UTC
    • PMI: 48.8 (Hore 48.5)
    • Tusmada Qiimaha: 70.2 (Hore 69.4)
    • Saameyn: Soo kabashada yar ee PMI iyo qiimayaasha sare ayaa laga yaabaa inay ka tarjumayaan socda cadaadiska kharashka, saamayn ku leh Aragtida siyaasadda Fed.
  • JOLTS Shaqooyinka Furan (May) - 14:00 UTC
    • Rajo: 7.45M (Hore 7.39M)
    • Saameyn: Shaqooyinka sare ee furan waxay soo jeedinayaan adkeysiga suuqa shaqada, taas oo awood u leh malo-awaal heer-goyn ah.
  • Atlanta FedNow (Q2) - 17:00 UTC
    • Rajo: 2.9% (isku mid)
    • Saameyn: Waxay soo jeedinaysaa kobaca dhexdhexaadka ah inuu sii socdo-taageeraya sinnaanta laakiin waxa laga yaabaa inay xaddiddo dagaalka Fududeynta Fed.

Badeecadaha & Tamarta

  • Kaydka Saliida Ceyriinka Todobaadlaha ah ee API - 20:30 UTC
    • barbarihii hore: -4.277M
    • Saameyn: Barbaro kale ayaa taageera qiimaha saliidda waxaana laga yaabaa inuu sii socdo rajada sicir bararka iyo kaydka sinnaanta tamarta.

Falanqaynta Saamaynta Suuqa

  • Dhacdooyinka Mareykanka ayaa u badan maalinta, leh Hadalada Powell, akhrinta ISM/PMI, iyo xogta JOLTS meelaynta suuqyada ee aragtida Fed iyo khatarta koritaanka.
  • Soosaarka Eurozone iyo CPI, oo lagu daray khudbado badan oo ECB ah, saamayn doona EUR iyo rajada wax-soo-saarka curaarta.
  • Xogta Aasiya (Shiinaha PMI, xaraashka Japan) qaabeeya codka halista bilowga usbuuca.
  • Xogta alaabada saliidda waxay kicin kartaa tamarta fadhiga dambe iyo dhaqdhaqaaqyada xasaasiga ah ee sicir-bararka.

Dhibcaha Guud ee Saamaynta: 9/10

Meelaha muhiimka ah:

  • Faallada Powell iyo Calaamadaha wax soo saarka sicir bararka/mushaarka Mareykanka-muhiim u ah Habka Fed.
  • EUR-based PMI iyo ECB tones-waxay qeexi doontaa rabitaanka cuntada khatarta ah ee suuqyada Yurub.
  • Shiinaha PMI iyo xaraashka curaarta Japan- tilmaamayaasha hore ee khatarta caalamiga ah.
  • Sawirka saliidda waxa laga yaabaa inay keento kiciye soo daahay Qiimaha sicir bararka ee ku xidhan badeecadaha.