Jeremy Oles
Nuduhake!
| Wektu (GMT+0/UTC+0) | State | pentinge | Event | | Sadurunge |
| 01:30 |  | 2 points | CPI (MoM) (Agustus) | 0.1% | 0.4% |
| 01:30 | | 2 points | CPI (YoY) (Agustus) | -0.2% | 0.0% |
| 01:30 | | 2 points | PPI (YoY) (Agustus) | -2.9% | -3.6% |
| 12:30 |  | 2 points | PPI Inti (MoM) (Agustus) | 0.3% | 0.9% |
| 12:30 | | 3 points | PPI (MoM) (Agustus) | 0.3% | 0.9% |
| 14:30 | | 3 points | Persediaan Minyak Mentah | ---- | 2.415M |
| 14:30 | | 2 points | Persediaan Minyak Mentah Cushing | ---- | 1.590M |
| 17:00 | | 3 points | Lelang Cathetan 10 Taun | ---- | 4.255% |
| 17:00 | | 2 points | Atlanta Fed GDPSaiki (Q3) | 3.0% | 3.0% |
| 23:50 |  | 2 points | BSI Large Manufacturing Conditions (Q3) | -3.3 | -4.8 |
Ringkesan acara ekonomi sing bakal teka ing September 10, 2025
Asia - China lan Jepang
China - CPI & PPI (Agustus) - 01:30 UTC
- CPI (MoM): 0.1% (sadurunge 0.4%)
- CPI (YoY): -0.2% (sadurunge 0.0%)
- PPI (YoY): -2.9% (sadurunge -3.6%)
- Impact: CPI sing lemah terus nyorot tekanan deflasi ing China, bearish kanggo CNY lan komoditas. PPI sing rada kurang negatif nuduhake manawa rega pabrik bisa stabil. Ekuitas global bisa nyuda resiko yen wedi deflasi saya jero.
Jepang - BSI Kahanan Manufaktur Gedhe (Q3) - 23:50 UTC
- Prakiraan: -3.3 (sadurunge -4.8)
- Impact: Peningkatan saka Q2 nanging isih negatif, menehi tandha kontraksi. Reaksi pasar kamungkinan andhap asor, nanging kekirangan terus-terusan nguatake keprihatinan babagan prospek industri Jepang lan aliran safe-haven JPY.
Amerika Serikat – Inflasi, Energi & Obligasi
PPI inti & PPI (Agustus) - 12:30 UTC
- Prakiraan: +0.3% (sadurunge +0.9%)
- Impact: Pertumbuhan PPI sing luwih alon bakal nyuda keprihatinan inflasi, ndhukung obligasi lan ekuitas nanging bisa uga bearish kanggo USD. A surprise upside bakal ngiyataken USD lan Treasury ngasilaken, nambah hawkishness Fed.
Persediaan Minyak Mentah - 14:30 UTC
- Sadurunge: + 2.415M
- Impact: Mbangun cenderung kanggo nimbang ing prices lenga, nalika ndudohke support wong. Ekuitas sektor energi lan CAD sensitif.
Persediaan Minyak Mentah Cushing - 14:30 UTC
- Sadurunge: + 1.590M
- Impact: Data panyimpenan regional mengaruhi panyebaran rega WTI lan volatilitas jangka pendek.
Lelang Cathetan 10 Taun - 17:00 UTC
- Ngasilake sadurunge: 4.255%
- Impact: Panjaluk sing kuat → ngasilake luwih murah, dhukungan USD, relief ekuitas. Panjaluk sing lemah → asil sing luwih dhuwur, resiko, tekanan ekuitas potensial.
Atlanta Fed GDPNow (Q3) - 17:00 UTC
- Prakiraan: 3.0% (padha)
- Impact: Konfirmasi prospek pertumbuhan AS sing stabil. Stabilitas ndhukung ekuitas nanging nyuda urgensi kanggo pemotongan Fed.
Analisis Dampak Pasar
- Asia: China CPI / PPI bakal nyurung sentimen babagan deflasi vs stabilisasi. Aset sing sensitif risiko (AUD, ekuitas, komoditas) bisa bereaksi kanthi kuat.
- AS: Inflasi liwat PPI minangka sorotan. Pembacaan sing luwih murah ing pasar sing tenang, nalika maca sing luwih dhuwur nyebabake rasa wedi Fed. Persediaan lenga nambah volatilitas komoditas. Lelang 10 taun bisa mindhah asil lan ekuitas kanthi signifikan.
- Jepang: Data punika sekunder, andhap asor yen pengaruh kajaba asil surprise.
Skor Dampak Sakabèhé: 8/10
- Kenapa: Data deflasi China + inflasi AS lan acara pasar obligasi nggawe sesi sing duwe pengaruh banget kanggo pasar global.
