Jeremy Oles
Nuduhake!
| Wektu (GMT+0/UTC+0) | State | pentinge | Event | | Sadurunge |
| 00:00 |  | 2 points | Simposium Jackson Hole | ---- | ---- |
| 00:30 |  | 2 points | au Jibun Bank Services PMI (Aug) | ---- | 53.6 |
| 08:00 |  | 2 points | HCOB Eurozone Manufacturing PMI (Aug) | 49.5 | 49.8 |
| 08:00 | | 2 points | HCOB Eurozone Composite PMI (Agustus) | 50.7 | 50.9 |
| 08:00 | | 2 points | PMI Layanan Zona Euro HCOB (Agustus) | 50.8 | 51.0 |
| 11:30 | | 2 points | Anggota FOMC Bostic Ngomong | ---- | ---- |
| 12:30 | | 2 points | Terusake Klaim Pengangguran | 1,960K | 1,953K |
| 12:30 | | 3 points | Klaim Awal Pengangguran | 226K | 224K |
| 12:30 | | 3 points | Indeks Manufaktur Fed Philadelphia (Agustus) | 6.8 | 15.9 |
| 12:30 | | 2 points | Philly Fed Employment (Agustus) | ---- | 10.3 |
| 13:45 | | 3 points | S&P Global Manufacturing PMI (Aug) | 49.7 | 49.8 |
| 13:45 | | 2 points | S&P Global Composite PMI (Agustus) | ---- | 55.1 |
| 13:45 | | 3 points | PMI Layanan Global S&P (Agustus) | 54.2 | 55.7 |
| 14:00 | | 3 points | Penjualan Omah Saiki (Jul) | 3.92M | 3.93M |
| 14:00 | | 2 points | Penjualan Omah Saiki (MoM) (Jul) | ---- | -2.7% |
| 14:00 | | 2 points | Indeks Utama AS (MoM) (Jul) | -0.1% | -0.3% |
| 17:00 | | 2 points | 30-Taun TIPS Lelang | ---- | 2.403% |
| 20:30 | | 2 points | Neraca Fed | ---- | 6,644B |
| 23:30 | | 2 points | CPI Inti Nasional (YoY) (Jul) | 3.0% | 3.3% |
| 23:30 | | 2 points | CPI Nasional (MoM) (Jul) | ---- | 0.1% |
Ringkesan acara ekonomi sing bakal teka ing Agustus 21, 2025
Global - Sinyal Bank Sentral
Jackson Hole Symposium - 00:00 UTC
- Impact: The acara makro global paling kritis minggu iki. Bankir sentral, kalebu Fed, ECB, lan BoJ, asring nggunakake Jackson Hole kanggo menehi petunjuk arah kebijakan jangka panjang. Sembarang komentar Fed bakal banget mengaruhi USD, ngasilake, lan ekuitas global.
Asia - Jepang
au Jibun Bank Services PMI (Aug) - 00:30 UTC
- Sadurunge: 53.6
- Impact: Stabilitas ing ndhuwur 50 nuduhake ekspansi ing sektor layanan Jepang. A slowdown bakal nimbang ing ekuitas sensitif JPY.
CPI Inti Nasional Jepang (YoY, Jul) - 23:30 UTC
- Prakiraan: 3.0% (Sadurungé 3.3%)
- Impact: Isih munggah nanging nuduhake disinflasi. Penurunan sing luwih cetha bisa meksa BoJ kanggo nundha pengetatan, ngremehake JPY.
Japan National CPI (MoM, Jul) - 23:30 UTC
- Sadurunge: + 0.1%
- Impact: Stabilitas inflasi saben wulan bakal ditonton; cetakan sing luwih dhuwur bakal ningkatake tekanan hawkish BoJ.
Eropah - PMI Watch
PMI Manufaktur Eurozone (Aug) - 08:00 UTC
- Prakiraan: 49.5 (Pr. 49.8)
- Impact: Tetep ing kontraksi; tekanan data lemah EUR.
Eurozone Komposit PMI (Aug) - 08:00 UTC
- Prakiraan: 50.7 (Pr. 50.9)
- Impact: Mung ndhuwur 50; sembarang risiko miss gawe anyar uneg-uneg wutah.
Eurozone Services PMI (Aug) - 08:00 UTC
- Prakiraan: 50.8 (Pr. 51.0)
- Impact: A slowdown bakal nyeret EUR lan sentimen ekuitas Eropa mudhun.
Amerika Serikat - Sinyal Tenaga Kerja, Perumahan & Inflasi
Anggota FOMC Bostic Speaks - 11:30 UTC
- Impact: Bisa pratinjau tampilan Fed sadurunge Powell ing Jackson Hole.
Terusake Klaim Pengangguran - 12:30 UTC
- Prakiraan: 1.960M (Sadurungé 1.953M)
- Impact: Klaim sing stabil nuduhake ora ana owah-owahan pasar tenaga kerja utama.
Klaim Pengangguran Awal - 12:30 UTC
- Prakiraan: 226K (Sadurunge 224K)
- Impact: Munggah sithik isih konsisten karo pasar tenaga kerja sing stabil.
Indeks Manufaktur Fed Philadelphia (Aug) - 12:30 UTC
- Prakiraan: 6.8 (Pr. 15.9)
- Impact: Sentimen sing luwih lemah nuduhake kegiatan regional sing adhem.
Philly dipakani Employment (Aug) - 12:30 UTC
- Sadurunge: 10.3
- Impact: Drop bakal menehi saran tenaga kerja sing luwih alon.
S&P Global Manufacturing PMI (Aug) - 13:45 UTC
- Prakiraan: 49.7 (Pr. 49.8)
- Impact: Isih kontraksi, nguatake industri AS sing luwih alon.
S&P Global Services PMI (Aug) - 13:45 UTC
- Prakiraan: 54.2 (Pr. 55.7)
- Impact: Isih kuwat nanging decelerating; pasar nonton pratandha saka kalem layanan.
Sales Ngarep ana (Jul) - 14:00 UTC
- Prakiraan: 3.92M (Sadurungé 3.93M)
- Impact: Penjualan omah sing luwih murah konfirmasi permintaan pendinginan.
Indeks Utama AS (MoM, Jul) - 14:00 UTC
- Prakiraan: -0.1% (Sadurungé -0.3%)
- Impact: Nyaranake kegiatan ekonomi saya ringkih nanging luwih alon.
30-Taun TIPS Auction - 17:00 UTC
- Sadurunge: 2.403%
- Impact: Panjaluk sing lemah bisa nyebabake asil sing luwih dhuwur, mengaruhi USD lan ekuitas.
Balance Sheet panganan - 20:30 UTC
- Sadurunge: $ 6.644T
- Impact: Stabilitas utawa kontraksi mengaruhi kondisi likuiditas.
Analisis Dampak Pasar
- Asia: Inflasi Jepang bisa uga luwih gampang, nyuda JPY, nanging Jackson Hole ndominasi nada risiko.
- Eropah: Rilis PMI kemungkinan nuduhake stagnasi terus, njaga EUR ing tekanan kajaba layanan kaget luwih dhuwur.
- AS: Klaim pengangguran, PMI, omah, lan data Philly Fed a nada ekonomi jangka pendek, nanging komentar Jackson Hole overshadows kabeh. Nyana volatilitas ing USD, Treasuries, lan ekuitas.
Skor Dampak Sakabèhé: 9/10
- Pemacu utama: Jackson Hole, klaim pengangguran & PMI AS, PMI Zona Euro, CPI Jepang.
- Volatilitas sing dikarepake: Dhuwur banget ing USD lan EUR; munggah ing JPY lan ekuitas.
