Jeremy Oles
Nuduhake!
| Wektu (GMT+0/UTC+0) | State | pentinge | Event | Forecast | Sadurunge |
| 00:30 |  | 2 points | au Jibun Bank Services PMI (Mei) | 50.8 | 52.4 |
| 01:30 |  | 2 points | GDP (QoQ) (Q1) | 0.4% | 0.6% |
| 01:30 | | 2 points | PDB (YoY) (Q1) | 1.5% | 1.3% |
| 08:00 |  | 2 points | HCOB Eurozone Composite PMI (Mei) | 49.5 | 50.4 |
| 08:00 | | 2 points | PMI Layanan Zona Euro HCOB (Mei) | 48.9 | 50.1 |
| 12:15 |  | 3 points | ADP Nonfarm Employment Change (Mei) | 111K | 62K |
| 12:30 | | 2 points | Anggota FOMC Bostic Ngomong | ---- | ---- |
| 13:45 | | 2 points | S&P Global Composite PMI (Mei) | 52.1 | 50.6 |
| 13:45 | | 3 points | S&P Global Services PMI (Mei) | 52.3 | 50.8 |
| 14:00 | | 2 points | ISM Non-Manufaktur Employment (Mei) | ---- | 49.0 |
| 14:00 | | 3 points | ISM Non-Manufaktur PMI (Mei) | 52.1 | 51.6 |
| 14:00 | | 3 points | Rega Non-Manufaktur ISM (Mei) | ---- | 65.1 |
| 14:30 | | 3 points | Persediaan Minyak Mentah | ---- | -2.795M |
| 14:30 | | 2 points | Persediaan Minyak Mentah Cushing | ---- | 0.075M |
| 18:00 | | 2 points | Beige Book | ---- | ---- |
Ringkesan Prastawa Ekonomi sing bakal teka ing 4 Juni 2025
Japan
1. au Jibun Bank Services PMI (Mei) - 00:30 UTC
- Prakiraan: 50.8 | Sadurunge: 52.4
- Dampak Pasar:
- Nolak tegese sektor layanan kalem, kang bisa weakened JPY lan nyuda optimisme wutah.
Australia
2. PDB (QoQ & YoY) (Q1) - 01:30 UTC
- Prakiraan (QoQ): 0.4% Sadurunge: 0.6%
- Prakiraan (YoY): 1.5% Sadurunge: 1.3%
- Dampak Pasar:
- Slowing wutah seprapat bisa dampen RBA hawkishness, tekanan AUD.
- Yen YoY ngluwihi pangarepan, sentimen investor bisa stabil.
Eurozone
3. HCOB Eurozone Composite & Services PMI (Mei) - 08:00 UTC
- Prakiraan komposit: 49.5 | Sadurunge: 50.4
- Prakiraan Layanan: 48.9 | Sadurunge: 50.1
- Dampak Pasar:
- Mudhun ing loro indeks suggest kontraksi ekonomi, kamungkinan meksa EUR lan ngasilake obligasi.
- Kinerja layanan sing lemah nambah risiko resesi ing zona euro.
Amerika Serikat
4. ADP Nonfarm Employment Change (Mei) - 12:15 UTC
- Prakiraan: 111K | Sadurunge: 62K
- Dampak Pasar:
- Pertumbuhan proyek rebound ndhukung kekuatan pasar tenaga kerja, sing bisa nyuda pangarepan pemotongan tarif, ndhukung USD lan panenan.
5. Anggota FOMC Bostic Speaks - 12:30 UTC
- Dampak Pasar:
- Pandangan babagan lapangan kerja lan inflasi bakal mbentuk jangka pendek Pangarepan kabijakan panganan.
6. S&P Global Composite & Services PMI (Mei) - 13:45 UTC
- Prakiraan komposit: 52.1 | Sadurunge: 50.6
- Prakiraan Layanan: 52.3 | Sadurunge: 50.8
- Dampak Pasar:
- A munggah nandheske ekspansi ekonomi, ndhukung ekuitas lan USD.
7. ISM Non-Manufaktur PMI & Employment & Prices (Mei) - 14:00 UTC
- Prakiraan PMI: 52.1 | Sadurunge: 51.6
- Employment Sadurunge: 49.0
- Prices Sadurunge: 65.1
- Dampak Pasar:
- PMI kuwat lan sinyal indeks prices terus-terusan inflasi, sing bisa uga watesan keluwesan Fed.
- data Employment mengaruhi outlook tekanan upah.
8. Minyak Mentah & Persediaan Cushing - 14:30 UTC
- Minyak mentah sadurunge: -2.795M
- Sadurunge Cushing: + 0.075M
- Dampak Pasar:
- drawdowns luwih bisa ndhukung harga minyak, nguwatake pangarepan inflasi.
9. Beige Book - 18:00 UTC
- Dampak Pasar:
- Nawakake wawasan regional menyang aktivitas ekonomi lan tren inflasi.
- bisa mbentuk nada Fed sadurunge rapat FOMC.
Analisis Dampak Pasar
- Dina iku akeh banget dipengaruhi dening data sektor layanan US, utamane ISM lan S&P PMIs, Lan wutah proyek ADP.
- Kekirangan PMI Zona Euro bisa meksa EUR yen dikonfirmasi.
- Lembut GDP Australia bisa pengaruh pangarepan RBA.
- Data minyak lan Buku Beige bisa sway inflasi lan tingkat sentimen menyang Rapat FOMC Juni.
Skor Dampak Sakabèhé: 9/10
Fokus Utama:
Kanthi indikator utama AS ing aktivitas layanan, lapangan kerja, lan inflasi kabeh ngeculake ing siji sesi, arah pasar bakal gumantung banget apa ing Ekonomi AS katon tahan banting utawa panas banget. Digabungake karo data Eurozone sing lemah lan GDP Australia sing alus, ana potensial kanggo gerakane cetha ing USD, EUR, AUD, lenga, lan ekuitas.
