Kajadian ékonomi nu bakal datang 29 Nopémber 2024

Waktos (GMT+0/UTC+0)	nagara	kapentingan	kajadian	ramalan	saméméhna
10:00		titik 2	CPI Inti (YoY) (Nov)	2.8%	2.7%
10:00		titik 2	CPI (MoM) (Nov)	---	0.3%
10:00		titik 3	CPI (YoY) (Nov)	2.3%	2.0%
11:30		titik 2	ECB urang De Guindos Speaks	---	---
14:45		titik 3	Chicago PMI (Nov)	44.9	41.6
20:30		titik 2	CFTC Minyak atah posisi net spekulatif	---	193.9K
20:30		titik 2	CFTC Gold posisi net spekulatif	---	234.4K
20:30		titik 2	CFTC Nasdaq 100 posisi net spekulatif	---	19.8K
20:30		titik 2	CFTC S&P 500 posisi net spekulatif	---	34.9K
20:30		titik 2	CFTC AUD posisi net spekulatif	---	31.6K
20:30		titik 2	CFTC JPY posisi net spekulatif	---	-46.9K
20:30		titik 2	CFTC EUR posisi net spekulatif	---	-42.6K
21:30		titik 2	Neraca Fed urang	---	6,924B

Ringkesan Kajadian Ékonomi Ka hareup dina 29 Nopémber 2024

1. Eurozone CPI Data (Nov) (10:00 UTC):
   • CPI Inti (YoY): ramalan: 2.8%, saméméhna: 2.7%.
   • CPI (MoM): saméméhna: 0.3%.
   • CPI (YoY): ramalan: 2.3%, saméméhna: 2.0%.
     Rising inflation figures would indicate persistent price pressures, supporting the EUR by reinforcing expectations for continued ECB tightening. Lower readings could weigh on the EUR, suggesting easing inflationary trends.
2. ECB urang De Guindos Speaks (11:30 UTC):
   Remarks from ECB Vice President Luis de Guindos may offer insights into the ECB’s inflation outlook and monetary policy. Hawkish tones would support the EUR, while dovish remarks could soften the currency.
3. US Chicago PMI (Nov) (14:45 UTC):
   • ramalan: 44.9, saméméhna: 41.6.
     A reading below 50 signals contraction in manufacturing activity. Improvement would suggest recovery in the sector, supporting the USD. A weaker result may weigh on the currency.
4. Posisi Net Spekulatif CFTC (20:30 UTC):
   • Tracks speculative sentiment in minyak atah, emas, equities, sarta currencies utama.
     Changes in net positions provide insights into market sentiment and trends, influencing commodity, equity, and FX markets.
5. Neraca Fed (21:30 UTC):
   Weekly update on the Federal Reserve’s assets and liabilities. Changes in the balance sheet could indicate adjustments in monetary policy tools, influencing USD sentiment.

Analisis Dampak Pasar

• Eurozone CPI Data & ECB De Guindos Speech:
  Higher inflation figures or hawkish comments from De Guindos would support the EUR, signaling persistent price pressures and potential for further ECB tightening. Lower CPI readings or dovish remarks may weigh on the EUR.
• PMI Chicago AS:
  An improvement in manufacturing activity would suggest resilience in the US economy, supporting the USD. Further contraction would signal continued challenges in the sector, softening the currency.
• Posisi Spekulatif CFTC:
  Changes in speculative positions reflect market sentiment. For example, increasing crude oil speculative positions suggest rising demand expectations, potentially supporting oil prices.
• Neraca Fed:
  Significant changes in the balance sheet could influence expectations for quantitative easing or tightening, impacting USD sentiment.

Dampak Gemblengna

volatility:
Moderate, with the Eurozone inflation data and US Chicago PMI driving key market movements. Speculative positioning and the Fed’s balance sheet provide additional insights into market sentiment.

Skor Dampak: 6/10, driven by critical inflation data from the Eurozone, US manufacturing activity, and central bank insights influencing the EUR and USD.