U.S. durable goods orders flat in August, core capital goods miss expectations英語原文
The latest report points to a softer August capex read, with transportation noise masking a weaker core trend.
マクロ
U.S. second-quarter current account deficit widens to $246 billion英語原文
BEA said the deficit increased from a revised first-quarter shortfall, driven mainly by a larger goods gap.
マクロ
US new-home sales rise to 684,000 in August, topping forecasts英語原文
Official data showed a monthly rebound in sales, offering a fresh read on housing demand as mortgage rates stay elevated.
マクロ
UK CBI retail survey falls to -55, weakest orders cut since 1983英語原文
The September survey points to softer demand across UK retailing and a sharper pullback in supplier orders.
マクロ
U.S. September flash PMIs blow past forecasts, pointing to stronger growth英語原文
Manufacturing, services and composite gauges all came in well above estimates, signaling a firmer September expansion in private-sector activity.
マクロ
US 30-year mortgage rate rises to 7.12% as ARM share nears 10%英語原文
MBA data show mortgage demand fell for a third straight week, underscoring continued pressure from higher borrowing costs.
マクロ
UK August public borrowing rises to £18.3 billion, above forecast英語原文
ONS data show borrowing and debt remain elevated, keeping fiscal scrutiny on the UK government ahead of the autumn Budget.
マクロ
Chicago Fed activity index slips to -0.04 in August英語原文
The monthly reading points to growth still running below trend, with the prior month revised to 0.08.
マクロ
U.S. rig count rises to 595, oil rigs to 452英語原文
Baker Hughes’ weekly count points to firmer drilling activity in U.S. oil and gas, a key supply-side gauge for energy markets.
マクロ
UK August retail sales rise 0.5%, beating a 0.2% decline forecast英語原文
ONS’ first estimate points to a summer pickup in consumer spending, a key input for growth and Bank of England rate expectations.
マクロ
U.S. July TIC inflows total $83.7 billion as long-term net flows swing to minus $27.9 billion英語原文
Treasury data show continued foreign demand for U.S. securities, but the long-term transactions line turned negative in July, a key read on cross-border capital allocation.
マクロ
Bank of England holds 3.75% as 6-3 vote lifts 2027 inflation view above 4%英語原文
The MPC kept policy unchanged but struck a more hawkish tone as energy-driven inflation risks persist.
マクロ
Philadelphia Fed index rises to 37.8 as prices paid hit 48.6英語原文
The September survey points to firm factory activity, but elevated price pressures keep the inflation backdrop in focus.
マクロ
U.S. jobless claims fall to 196,000 as continuing claims ease to 1.730 million英語原文
Weekly claims came in below forecasts, reinforcing the picture of a labor market with still-low layoffs and stable demand for workers.
マクロ🔥進行中
ADP weekly hiring rises to 16,250 after 12,250 prior reading英語原文
The latest pulse adds a fresh, high-frequency read on U.S. labor demand after August payrolls showed a slower pace of private-sector job growth.
›このイベントの経緯（7件）
2026-07-29SK Hynix missed Q2 estimates despite strong growth, ADP reported a 7% revenue increase, and the FOMC rate decision was due that day.
2026-08-03Markets focused on U.S.-Iran de-escalation and the CLARITY Act's final window, AI trade entered a crucial earnings week with Palantir gaining new leveraged ETFs.
2026-08-11ADP data showed U.S. private hiring slowed for a sixth straight week with weekly gains averaging 8,250, stoking economic concerns.
2026-09-02Oil price surge crossed into a macro repricing event with WTI above $90, alongside a new gadolinium-based lithography paper and key data releases.
2026-09-03ADP showed August private hiring at just 38,000, the slowest since January, sparking 'danger zone' warnings and fears of negative nonfarm payrolls Friday.
2026-09-09ADP's weekly estimate showed 12,000 private jobs added through August 22, up from 11,750, while optical-networking stocks surged on Corning's Verizon fiber deal.
2026-09-15ADP's preliminary data showed private hiring picked up for a second consecutive week, averaging 16,250 weekly jobs in the period ended August 29.
マクロ
Canada July manufacturing sales flip to -0.4%, missing -0.2% estimate英語原文
An advance reading points to a renewed monthly drop after June’s revised gain, with chemicals and metals likely weighing on the sector.
マクロ
Sweden August CPI matches forecasts at 0.3%, CPIF holds at 0.7%英語原文
The official release confirms the flash reading and gives the Riksbank a fresh inflation gauge ahead of its next policy decisions.
マクロ
U.S. August budget deficit narrows to $166.8 billion, below $221.1 billion estimate英語原文
The Treasury’s monthly statement shows a sharp August improvement, but the fiscal-year deficit remains near $2.0 trillion through 11 months.
マクロ🔥進行中
U.S. Baker Hughes oil rigs rise 1 to 450, total count up to 591英語原文
The weekly rig tally ticks higher, keeping focus on U.S. upstream activity and what it may signal for near-term supply expectations.
›このイベントの経緯（6件）
2026-07-17Iraq's PM met ExxonMobil's CEO in Houston to expand cooperation and end Iranian gas imports; S&P downgraded Baker Hughes.
2026-07-18Baker Hughes weekly rig data showed US oil rigs up 7 to 452, gas rigs unchanged.
2026-07-27Baker Hughes was a premarket mover, with financial media highlighting its rig activity data and market implications.
2026-08-22Baker Hughes data showed US energy firms cut rigs for the first time in four weeks, with oil rigs down 3.
2026-09-11Baker Hughes rig count was listed on the day's economic calendar alongside CPI and other key data, drawing market attention.
2026-09-12Baker Hughes weekly data showed oil rigs up 1 to 450, total rigs rising to 591.
マクロ
UK July goods trade deficit narrows to £20.965bn, beating £22.4bn forecast英語原文
ONS data showed a smaller goods gap in July as imports from outside the EU eased, a release watched for its GDP and current-account implications.
マクロ🔥進行中
Japan Q2 GDP revised up to 1.4% as capex falls only 0.9%英語原文
The upgrade keeps Japan’s September BOJ meeting in focus, with markets still pricing a hike despite softer-than-expected growth.
›このイベントの経緯（6件）
2026-07-11BOJ total assets hit a Q1 2020 low in Q2, marking the largest quarterly drop since QT began; Finance Minister urged GPIF and households to boost Japanese asset investment.
2026-07-31Asian stocks added nearly $1 trillion as KOSPI surged a record 17.9%; Japan and South Korea sold US dollars in the open market on the same night.
2026-08-03US Treasury Secretary confirmed coordinated FX action with Japan; yen carry trade estimated at $20 trillion, while Japanese yields kept rising despite intervention.
2026-08-31Japan's 2-year JGB auction demand plunged 18%, yields hit a 31-year high, and unemployment came in stronger than expected.
2026-09-07Yen surged to a six-month high, surpassing post-intervention levels, with markets pricing a 25bp BOJ hike on September 17-18.
2026-09-08BOJ's JGB holdings saw the largest annual decline ever, 10-year yield topped 3% for the first time, and the yen broke a key technical level.
マクロ
U.S. NFIB small-business optimism eases to 98.7 from 99.8 in August英語原文
The index stays above its 98 long-run average, but hiring and capex intentions cooled modestly.
マクロ
New York Fed August inflation expectations: 1-year at 3.58%, 3-year dips to 3.2%英語原文
Short-term inflation views were little changed, while medium-term expectations edged lower in a closely watched monthly survey.
マクロ
Switzerland August unemployment steady at 3.0% and 3.1% in line with forecasts英語原文
SECO’s latest labor report showed no surprise in either unadjusted or seasonally adjusted unemployment, a release that feeds into CHF and SNB rate expectations.
マクロ🔥進行中
Baker Hughes U.S. rig count holds at 588 as oil rigs rise to 449英語原文
Weekly drilling data were flat on total count, but the mix shifted toward oil rigs and away from gas rigs. That matters for how traders read U.S. upstream activity.
›このイベントの経緯（6件）
2026-07-09Kazakhstan convened major oil firms targeting $25.5B FDI by end-2026, while iShares Nasdaq 100 ETF launched and Kodiak Gas Services secured a multi-year turbine deal with Baker Hughes.
2026-07-10IEA released monthly oil report, US Baker Hughes rig count published, and Baker Hughes received conditional EU approval for its $13.6 billion Chart acquisition.
2026-07-27Baker Hughes reported Q2 results beating estimates with revenue $6.74B and orders $10.50B, while its premarket stock move was highlighted by CNBC.
2026-08-22US energy firms cut rigs for the first time in four weeks, with total rig count at 588 and oil rigs down 3 to 452.
2026-09-04International oil rigs excluding North America rose 5 m/m to 749 in August, US nonfarm payrolls released, and total rig count held at 588.
2026-09-05US total rig count unchanged at 588, with oil rigs up 2 to 449 and gas rigs down 2 to 130.
マクロ
U.S. August payrolls rise 162,000, unemployment holds at 4.1%英語原文
A much firmer-than-expected jobs report keeps the labor market looking resilient ahead of the Fed’s September meeting.
マクロ🔥進行中
US August ISM services PMI rises to 55.4 as prices paid jump to 72.6英語原文
The latest reading points to firmer U.S. services growth, while weak employment and hotter input prices keep policy-sensitive markets in focus.
›このイベントの経緯（6件）
2026-07-06ISM services PMI came in at 54.0, matching expectations, with new orders down, employment up, and price pressures easing.
2026-08-03Markets focus on this week's economic data and a crucial earnings week for AI trades, with Iran tensions easing but oil risks persisting.
2026-08-05ISM services PMI came in at 54.1, missing expectations, with prices paid surging and employment falling into contraction.
2026-08-06Analysts flag stagflation risks as services PMI rises but employment drops; a federal review on Maine's autism services also surfaces.
2026-09-02An open letter urges the Fed to address high gas prices, while Palo Alto Networks' earnings signal strong cybersecurity demand.
2026-09-03ISM services PMI surged to 55.4, well above expectations, with new orders jumping but employment still missing forecasts.
マクロ
France July budget deficit reaches €145.9B, up from €106.8B a year earlier英語原文
The latest official update shows France’s year-to-date fiscal gap widening, keeping attention on funding costs and bond-market pressure.
The Bank of Japan’s latest services price data shows persistent price pressure in the corporate sector, a key gauge for inflation and policy timing.
関連マクロ
New Zealand August trade deficit narrows to NZ$1.349b as exports rise to NZ$6.66b and imports hold at NZ$8.00b英語原文
Stats NZ’s latest goods-trade release points to a smaller monthly deficit and a wider annual gap, a key read-through for the NZD and domestic demand.
関連マクロ
New Zealand June current account deficit narrows to NZ$1.67 billion; annual gap falls to 3.2% of GDP英語原文
Stats NZ’s latest external accounts show a smaller-than-expected quarterly deficit and a lower net international liability position, easing pressure on New Zealand’s external balance.
U.S. durable goods orders flat in August, core capital goods miss expectations英語原文
The latest report points to a softer August capex read, with transportation noise masking a weaker core trend.
マクロ
U.S. second-quarter current account deficit widens to $246 billion英語原文
BEA said the deficit increased from a revised first-quarter shortfall, driven mainly by a larger goods gap.
マクロ
US new-home sales rise to 684,000 in August, topping forecasts英語原文
Official data showed a monthly rebound in sales, offering a fresh read on housing demand as mortgage rates stay elevated.
マクロ
UK CBI retail survey falls to -55, weakest orders cut since 1983英語原文
The September survey points to softer demand across UK retailing and a sharper pullback in supplier orders.
マクロ
U.S. September flash PMIs blow past forecasts, pointing to stronger growth英語原文
Manufacturing, services and composite gauges all came in well above estimates, signaling a firmer September expansion in private-sector activity.
マクロ
US 30-year mortgage rate rises to 7.12% as ARM share nears 10%英語原文
MBA data show mortgage demand fell for a third straight week, underscoring continued pressure from higher borrowing costs.
マクロ
UK August public borrowing rises to £18.3 billion, above forecast英語原文
ONS data show borrowing and debt remain elevated, keeping fiscal scrutiny on the UK government ahead of the autumn Budget.
マクロ
Chicago Fed activity index slips to -0.04 in August英語原文
The monthly reading points to growth still running below trend, with the prior month revised to 0.08.
マクロ
U.S. rig count rises to 595, oil rigs to 452英語原文
Baker Hughes’ weekly count points to firmer drilling activity in U.S. oil and gas, a key supply-side gauge for energy markets.
マクロ
UK August retail sales rise 0.5%, beating a 0.2% decline forecast英語原文
ONS’ first estimate points to a summer pickup in consumer spending, a key input for growth and Bank of England rate expectations.
マクロ
U.S. July TIC inflows total $83.7 billion as long-term net flows swing to minus $27.9 billion英語原文
Treasury data show continued foreign demand for U.S. securities, but the long-term transactions line turned negative in July, a key read on cross-border capital allocation.
マクロ
Bank of England holds 3.75% as 6-3 vote lifts 2027 inflation view above 4%英語原文
The MPC kept policy unchanged but struck a more hawkish tone as energy-driven inflation risks persist.
マクロ
Philadelphia Fed index rises to 37.8 as prices paid hit 48.6英語原文
The September survey points to firm factory activity, but elevated price pressures keep the inflation backdrop in focus.
マクロ
U.S. jobless claims fall to 196,000 as continuing claims ease to 1.730 million英語原文
Weekly claims came in below forecasts, reinforcing the picture of a labor market with still-low layoffs and stable demand for workers.
マクロ🔥進行中
ADP weekly hiring rises to 16,250 after 12,250 prior reading英語原文
The latest pulse adds a fresh, high-frequency read on U.S. labor demand after August payrolls showed a slower pace of private-sector job growth.
›このイベントの経緯（7件）
2026-07-29SK Hynix missed Q2 estimates despite strong growth, ADP reported a 7% revenue increase, and the FOMC rate decision was due that day.
2026-08-03Markets focused on U.S.-Iran de-escalation and the CLARITY Act's final window, AI trade entered a crucial earnings week with Palantir gaining new leveraged ETFs.
2026-08-11ADP data showed U.S. private hiring slowed for a sixth straight week with weekly gains averaging 8,250, stoking economic concerns.
2026-09-02Oil price surge crossed into a macro repricing event with WTI above $90, alongside a new gadolinium-based lithography paper and key data releases.
2026-09-03ADP showed August private hiring at just 38,000, the slowest since January, sparking 'danger zone' warnings and fears of negative nonfarm payrolls Friday.
2026-09-09ADP's weekly estimate showed 12,000 private jobs added through August 22, up from 11,750, while optical-networking stocks surged on Corning's Verizon fiber deal.
2026-09-15ADP's preliminary data showed private hiring picked up for a second consecutive week, averaging 16,250 weekly jobs in the period ended August 29.
マクロ
Canada July manufacturing sales flip to -0.4%, missing -0.2% estimate英語原文
An advance reading points to a renewed monthly drop after June’s revised gain, with chemicals and metals likely weighing on the sector.
マクロ
Sweden August CPI matches forecasts at 0.3%, CPIF holds at 0.7%英語原文
The official release confirms the flash reading and gives the Riksbank a fresh inflation gauge ahead of its next policy decisions.
マクロ
U.S. August budget deficit narrows to $166.8 billion, below $221.1 billion estimate英語原文
The Treasury’s monthly statement shows a sharp August improvement, but the fiscal-year deficit remains near $2.0 trillion through 11 months.
マクロ🔥進行中
U.S. Baker Hughes oil rigs rise 1 to 450, total count up to 591英語原文
The weekly rig tally ticks higher, keeping focus on U.S. upstream activity and what it may signal for near-term supply expectations.
›このイベントの経緯（6件）
2026-07-17Iraq's PM met ExxonMobil's CEO in Houston to expand cooperation and end Iranian gas imports; S&P downgraded Baker Hughes.
2026-07-18Baker Hughes weekly rig data showed US oil rigs up 7 to 452, gas rigs unchanged.
2026-07-27Baker Hughes was a premarket mover, with financial media highlighting its rig activity data and market implications.
2026-08-22Baker Hughes data showed US energy firms cut rigs for the first time in four weeks, with oil rigs down 3.
2026-09-11Baker Hughes rig count was listed on the day's economic calendar alongside CPI and other key data, drawing market attention.
2026-09-12Baker Hughes weekly data showed oil rigs up 1 to 450, total rigs rising to 591.
マクロ
UK July goods trade deficit narrows to £20.965bn, beating £22.4bn forecast英語原文
ONS data showed a smaller goods gap in July as imports from outside the EU eased, a release watched for its GDP and current-account implications.
マクロ🔥進行中
Japan Q2 GDP revised up to 1.4% as capex falls only 0.9%英語原文
The upgrade keeps Japan’s September BOJ meeting in focus, with markets still pricing a hike despite softer-than-expected growth.
›このイベントの経緯（6件）
2026-07-11BOJ total assets hit a Q1 2020 low in Q2, marking the largest quarterly drop since QT began; Finance Minister urged GPIF and households to boost Japanese asset investment.
2026-07-31Asian stocks added nearly $1 trillion as KOSPI surged a record 17.9%; Japan and South Korea sold US dollars in the open market on the same night.
2026-08-03US Treasury Secretary confirmed coordinated FX action with Japan; yen carry trade estimated at $20 trillion, while Japanese yields kept rising despite intervention.
2026-08-31Japan's 2-year JGB auction demand plunged 18%, yields hit a 31-year high, and unemployment came in stronger than expected.
2026-09-07Yen surged to a six-month high, surpassing post-intervention levels, with markets pricing a 25bp BOJ hike on September 17-18.
2026-09-08BOJ's JGB holdings saw the largest annual decline ever, 10-year yield topped 3% for the first time, and the yen broke a key technical level.
マクロ
U.S. NFIB small-business optimism eases to 98.7 from 99.8 in August英語原文
The index stays above its 98 long-run average, but hiring and capex intentions cooled modestly.
マクロ
New York Fed August inflation expectations: 1-year at 3.58%, 3-year dips to 3.2%英語原文
Short-term inflation views were little changed, while medium-term expectations edged lower in a closely watched monthly survey.
マクロ
Switzerland August unemployment steady at 3.0% and 3.1% in line with forecasts英語原文
SECO’s latest labor report showed no surprise in either unadjusted or seasonally adjusted unemployment, a release that feeds into CHF and SNB rate expectations.
マクロ🔥進行中
Baker Hughes U.S. rig count holds at 588 as oil rigs rise to 449英語原文
Weekly drilling data were flat on total count, but the mix shifted toward oil rigs and away from gas rigs. That matters for how traders read U.S. upstream activity.
›このイベントの経緯（6件）
2026-07-09Kazakhstan convened major oil firms targeting $25.5B FDI by end-2026, while iShares Nasdaq 100 ETF launched and Kodiak Gas Services secured a multi-year turbine deal with Baker Hughes.
2026-07-10IEA released monthly oil report, US Baker Hughes rig count published, and Baker Hughes received conditional EU approval for its $13.6 billion Chart acquisition.
2026-07-27Baker Hughes reported Q2 results beating estimates with revenue $6.74B and orders $10.50B, while its premarket stock move was highlighted by CNBC.
2026-08-22US energy firms cut rigs for the first time in four weeks, with total rig count at 588 and oil rigs down 3 to 452.
2026-09-04International oil rigs excluding North America rose 5 m/m to 749 in August, US nonfarm payrolls released, and total rig count held at 588.
2026-09-05US total rig count unchanged at 588, with oil rigs up 2 to 449 and gas rigs down 2 to 130.
マクロ
U.S. August payrolls rise 162,000, unemployment holds at 4.1%英語原文
A much firmer-than-expected jobs report keeps the labor market looking resilient ahead of the Fed’s September meeting.
マクロ🔥進行中
US August ISM services PMI rises to 55.4 as prices paid jump to 72.6英語原文
The latest reading points to firmer U.S. services growth, while weak employment and hotter input prices keep policy-sensitive markets in focus.
›このイベントの経緯（6件）
2026-07-06ISM services PMI came in at 54.0, matching expectations, with new orders down, employment up, and price pressures easing.
2026-08-03Markets focus on this week's economic data and a crucial earnings week for AI trades, with Iran tensions easing but oil risks persisting.
2026-08-05ISM services PMI came in at 54.1, missing expectations, with prices paid surging and employment falling into contraction.
2026-08-06Analysts flag stagflation risks as services PMI rises but employment drops; a federal review on Maine's autism services also surfaces.
2026-09-02An open letter urges the Fed to address high gas prices, while Palo Alto Networks' earnings signal strong cybersecurity demand.
2026-09-03ISM services PMI surged to 55.4, well above expectations, with new orders jumping but employment still missing forecasts.
マクロ
France July budget deficit reaches €145.9B, up from €106.8B a year earlier英語原文
The latest official update shows France’s year-to-date fiscal gap widening, keeping attention on funding costs and bond-market pressure.
The Bank of Japan’s latest services price data shows persistent price pressure in the corporate sector, a key gauge for inflation and policy timing.
関連マクロ
New Zealand August trade deficit narrows to NZ$1.349b as exports rise to NZ$6.66b and imports hold at NZ$8.00b英語原文
Stats NZ’s latest goods-trade release points to a smaller monthly deficit and a wider annual gap, a key read-through for the NZD and domestic demand.
関連マクロ
New Zealand June current account deficit narrows to NZ$1.67 billion; annual gap falls to 3.2% of GDP英語原文
Stats NZ’s latest external accounts show a smaller-than-expected quarterly deficit and a lower net international liability position, easing pressure on New Zealand’s external balance.
