Upcoming economic events 25 April 2025

Time(GMT+0/UTC+0)	State	Importance	Event	Forecast	Previous
14:00		2 points	Michigan 1-Year Inflation Expectations (Apr)	6.7%	6.7%
14:00		2 points	Michigan 5-Year Inflation Expectations (Apr)	4.4%	4.4%
14:00		2 points	Michigan Consumer Expectations (Apr)	47.2	47.2
14:00		2 points	Michigan Consumer Sentiment (Apr)	50.8	50.8
17:00		2 points	U.S. Baker Hughes Oil Rig Count	———-	481
17:00		2 points	U.S. Baker Hughes Total Rig Count	———-	585
19:30		2 points	CFTC Crude Oil speculative net positions	———-	146.4K
19:30		2 points	CFTC Gold speculative net positions	———-	202.2K
19:30		2 points	CFTC Nasdaq 100 speculative net positions	———-	31.8K
19:30		2 points	CFTC S&P 500 speculative net positions	———-	-63.1K
19:30		2 points	CFTC AUD speculative net positions	———-	-58.8K
19:30		2 points	CFTC JPY speculative net positions	———-	171.9K
19:30		2 points	CFTC EUR speculative net positions	———-	69.3K

Summary of Upcoming Economic Events on April 25, 2025

United States (🇺🇸)

1. Michigan Consumer Expectations & Sentiment (Apr) – 14:00 UTC
   • 1-Year Inflation Expectations: Forecast: 6.7% (Previous: 6.7%)
   • 5-Year Inflation Expectations: Forecast: 4.4% (Previous: 4.4%)
   • Consumer Expectations Index: Forecast: 47.2 (Previous: 47.2)
   • Consumer Sentiment Index: Forecast: 50.8 (Previous: 50.8)
   • Market Impact:
     • Stable or rising inflation expectations may support a more hawkish Fed stance, impacting bonds and USD.
     • Sentiment figures below historical averages reflect weak consumer confidence, potentially dampening spending outlooks.
2. U.S. Baker Hughes Oil Rig Count – 17:00 UTC
   • Previous: 481
3. U.S. Baker Hughes Total Rig Count – 17:00 UTC
   • Previous: 585
   • Market Impact:
     • Rising rig counts indicate future supply growth, potentially pressuring oil prices lower. A drop could suggest tightening supply.
4. CFTC Speculative Net Positions – 19:30 UTC
   • Crude Oil: Previous: 146.4K
   • Gold: Previous: 202.2K
   • Nasdaq 100: Previous: 31.8K
   • S&P 500: Previous: -63.1K
   • AUD: Previous: -58.8K
   • JPY: Previous: 171.9K
   • EUR: Previous: 69.3K
   • Market Impact:
     • These figures reflect institutional sentiment and market positioning.
     • Large shifts may foreshadow upcoming volatility or changes in trend direction for these asset classes.

Market Impact Analysis

• USD & Treasuries: Watch for any shift in inflation expectations; higher prints could strengthen the dollar and weigh on equities.
• Crude Oil: Speculator data combined with rig counts can drive short-term oil market direction.
• Risk Sentiment: Positioning in Nasdaq and S&P 500 suggests overall risk appetite trends.

Overall Impact Score: 6/10

Key Focus: Inflation expectations, consumer sentiment, and speculative positioning across commodities and equities.