Jeremy Oles

Published On: 05/08/2025
Share it!
By Published On: 05/08/2025
Time(GMT+0/UTC+0)StateImportanceEventForecastPrevious
14:30🇺🇸3 pointsCrude Oil Inventories———-7.698M
14:30🇺🇸2 pointsCushing Crude Oil Inventories———-0.690M
16:45🇺🇸2 pointsFOMC Member Daly Speaks———-———-
17:00🇺🇸3 points10-Year Note Auction———-4.362%
20:10🇺🇸2 pointsFOMC Member Daly Speaks———-———-

Summary of Upcoming Economic Events on August 6, 2025

United States – Energy, Bond Auction & Fed Commentary

Crude Oil Inventories – 14:30 UTC

  • Forecast: ~+7.698M drawdown
  • Impact: A continued draw would lighten crude supply and support oil prices. This can feed into energy equities and inflation expectations. A build could exert pressure on oil-linked markets.

Cushing Crude Oil Inventories – 14:30 UTC

  • Forecast: ~+0.690M
  • Impact: Storage changes at Cushing matter for WTI balance. Rising inventories may weigh on prices, while draws support bullish sentiment.

FOMC Member Daly Speaks – 16:45 & 20:10 UTC

  • Impact: As a key voting member, her remarks will be watched closely for nuance in tone about inflation, labor-tightness, or the timing of future rate changes. Any deviation from consensus could influence USD, Treasury yields, and equities sharply.

10-Year Note Auction – 17:00 UTC

  • Previous Yield: ~4.362%
  • Impact: Auction demand will gauge investor appetite for long-duration Treasuries. Weak demand may push yields higher, pressuring bonds and rate-sensitive stocks. Strong demand could anchor yields lower.

Market Impact Analysis

  • Crude inventory data is a short-term driver for energy prices and inflation sentiment.
  • Daly’s speeches are the key Fed event of the day—her messaging may clarify or shift current policy expectations.
  • Treasury auction outcomes deliver crucial insight into market appetite for long-duration debt and can drive yield curve moves.

Overall Impact Score: 7 / 10

Key Watchpoints:

  • Extent of crude drawdown—a larger-than-expected figure supports commodity and inflation-sensitive assets.
  • Demand at the 10-year note auction—fundamental for assessing bond market risk appetite.
  • Tone from Fed’s Daly—especially regarding balance-sheet policy, inflation risks, and labor softness.