Jeremy Oles ne adam wata
Raba shi!
| Lokaci (GMT+0/UTC+0) | Jihar | Muhimmanci | Event | | Previous |
| 00:00 |  | 2 points | Jackson Taro taron | ---- | ---- |
| 14:00 | | 3 points | Shugaban Fed Powell Yayi Magana | ---- | ---- |
| 17:00 | | 2 points | Amurka Baker Hughes Oil Rig Count | ---- | 412 |
| 17:00 | | 2 points | Baker na Amurka Hughes Total Rig Count | ---- | 539 |
| 19:30 | | 2 points | CFTC Crude Oil speculative net matsayi | ---- | 116.7K |
| 19:30 | | 2 points | CFTC Gold speculative net matsayi | ---- | 229.5K |
| 19:30 | | 2 points | CFTC Nasdaq 100 speculative net matsayi | ---- | 33.8K |
| 19:30 | | 2 points | CFTC S&P 500 speculative net matsayi | ---- | -139.6K |
| 19:30 |  | 2 points | CFTC AUD speculative net matsayi | ---- | -83.6K |
| 19:30 |  | 2 points | CFTC JPY speculative net matsayi | ---- | 82.0K |
| 19:30 |  | 2 points | CFTC EUR speculative net matsayi | ---- | 116.0K |
Takaitacciyar Abubuwan Tattalin Arziƙi masu zuwa akan Agusta 22, 2025
Duniya - Babban Bankin Mai da hankali
Taron Taro na Jackson Hole - Duk Rana (00:00 UTC)
- Imfani: Lamarin da ke gudana. A tarihi, Jackson Hole shine inda manyan bankunan tsakiya ke sigina manyan canje-canjen manufofin (misali, QE a cikin 2010, ƙarfafawa a cikin 2021). Mahalarta kasuwar za su bibiyi kowane jawabi don alamu kan matakai na gaba na Fed da haɗin kai na kuɗi na duniya.
- Muhimman Kadarorin da Suka Shafi: USD, Taskokin Amurka, daidaiton duniya, zinariya.
Shugaban Fed Powell Yayi Magana - 14:00 UTC
- Imfani: The mafi mahimmancin taron ranar. Sautin Powell (hawkish vs dovish) zai jagoranci jagorar kasuwa na kusa.
- Hawkish: Yana ƙarfafa dalar Amurka, yana ɗaga haƙƙin baitul mali, yana matsa lamba ga daidaito.
- Dovish: Yana raunana USD, yana goyan bayan ãdalci, yana haɓaka zinariya.
Amurka - Makamashi & Matsayi
US Baker Hughes Oil Rig Count - 17:00 UTC
- Na farko: 412
- Imfani: Faduwar kididdigar ma'aikatun na nuna cewa ana kara tsaurara wadatar kayayyaki, da tallafawa farashin danyen mai. Ƙarfafa ko tashin injina suna sigina ƙarin samarwa, auna kan mai.
US Baker Hughes Jimlar Rig Count - 17:00 UTC
- Na farko: 539
- Imfani: Yana ba da faffadan ra'ayi game da ayyukan hakowa, tare da irin wannan tasiri ga kasuwannin makamashi.
Rahoton Matsayin CFTC - 19:30 UTC
- Matsayin Taskar Danyen Mai: Prev. +116.7K → Maɗaukakin dogon lokaci = jin daɗi a cikin mai.
- Matsayin Net Specific na Zinariya: Prev. +229.5K → Babban tsayi mai tsayi yana nuna buƙatar shinge mai ƙarfi.
- Nasdaq 100 Spec Net Matsayi: Prev. +33.8K → Kyakkyawan ra'ayi game da daidaiton fasaha.
- S&P 500 Spec Net Matsayi: Prev. -139.6K → gajeren wando na gidan yanar gizo yana nuna son zuciya a cikin manyan ãdalci.
- Matsayin Yanar Gizo na AUD Spec: Prev. -83.6K → Matsayin Bearish yana nuna ci gaba da kasada.
- Matsayin Net na JPY Spec: Prev. +82.0K → Dogayen sigina buƙatu mai aminci.
- EUR Spec Net Matsayi: Prev. +116.0K → Dogayen gidan yanar gizo suna nuna girman girman EUR, mai kula da sautin ECB.
Binciken Tasirin Kasuwa
- Jawabin Jackson Hole + Powell = Direban Kasuwar Duniya
- Wannan zai rufe duk sauran abubuwan da suka faru. Sautin Powell yana ƙayyade ko farashin kasuwanni a cikin ƙarin haɓakar Fed, tsayi mai tsayi, ko sauƙi da wuri.
- Kasuwannin Makamashi: Ƙididdigar rig da CFTC man fetur na iya ƙarfafa man fetur idan wadata ya kasance mai ƙuntatawa da kuma tsayin daka.
- Karfe mai daraja Matsayin zinari ya kasance yana ɗaukaka; Rashin hankali na Powell zai iya haifar da zanga-zangar.
- Daidaita Matsayin Nasdaq da S&P na gaba yana ba da shawara kyakkyawan fata na fasaha amma faɗaɗa taka tsantsan na kasuwa. Dovish Powell na iya matse guntun wando, yayin da kalaman shaho suna zurfafa haɗarin ãdalci.
- FX: Matsayin AUD da EUR yana nuna ra'ayi daban-daban - raunin AUD (haɗarin kayayyaki) vs ƙarfin EUR (dangi na ECB hawkishness). JPY ya kasance shinge mai aminci.
Makin Tasiri Gabaɗaya: 10/10
- Jawabin Powell's Jackson Hole shine abu mafi mahimmanci na watan Agusta ga kasuwannin duniya.
- Ƙarfafawa zai yi girma sosai USD, Taskokin Amurka, Zinariya, mai, ãdalci, da manyan nau'ikan FX.
