أخبار السوق
ابقَ على اطلاع بأهم الأخبار والبيانات والتحليلات التي تحرّك الفوركس والأسواق المالية العالمية.
Bank of Japan: Gradual path toward neutral rate – ING
ING analysts Chris Turner and Padhraic Garvey argue the Bank of Japan is likely to hike 25bp to 1.25% and then proceed cautiously.
US Treasury yields ease after CPI as Fed hike risks linger
US Treasury yields fall during the North American session on Friday following the release of US inflation data, but are poised to finish the week higher. The US 10-year Treasury yield is down one basis point to 4.951% but has gained over 16 basis points, or 3.49%, this week.
Asia FX: Resilience at risk as US yields climb – MUFG
MUFG’s Michael Wan notes that Asia FX and rates have stayed relatively stable despite sharply higher US Treasury yields, but he warns this resilience may not last in the near term.
Japanese Yen rises as the Greenback's inflation bounce fades
USD/JPY is trading around 153.70 on Friday, down for the day after briefly spiking above 154.50 following the US inflation release.
ECB rate hike gives Euro little to work with as Pound holds firm
EUR/GBP is easing on Friday and slipping toward the 0.8580 area. The cross had pushed to the top of its recent range in the high 0.8590s before running out of steam.
Russia Consumer Price Index (MoM) above expectations (-0.1%) in August: Actual (-0.08%)
Russia Consumer Price Index (MoM) above expectations (-0.1%) in August: Actual (-0.08%)
British Pound shakes off US CPI jolt as UK growth steals spotlight
The Pound Sterling (GBP) climbs slightly against the US Dollar (USD) on Friday, up 0.10%, as the latest US consumer inflation report came in line with forecasts, and although money markets have increased the odds of a Federal Reserve (Fed) rate hike next week, traders faded the initial reaction.
Australian Dollar holds firm as hotter US inflation fails to cement Greenback's advantage
AUD/USD is edging higher today but is yet to retake the 0.7200 mark on Friday. The pair is clawing back part of the previous session's sharp sell-off after hitting multi-month highs in the high 0.7200s.
China: Exports support output as property drags – DBS
DBS Group Research forecasts an improvement in China’s industrial production to 5.0% year-on-year in August, helped by strong export growth driven by AI-related electronics.
Taiwan: AI boom sustains trade surplus – Commerzbank
Commerzbank economists, led by Dr. Henry Hao and colleagues, note Taiwan’s August trade surplus hit a record USD22.3bn, driven by strong AI-related exports. Electronics and semiconductor shipments surged, lifting overall exports and imports.
Japan: BoJ tightening path in focus – ING
ING economists Deepali Bhargava and Lynn Song expect the Bank of Japan to raise its policy rate by 25bp to 1.25%, citing persistent price pressures. They project two further 25bp hikes in January and April 2027, taking the rate to 1.75%.
India: Inflation pressures point to tighter bias – DBS
DBS Group Research expects India’s inflation to accelerate to 4.9% year-on-year, with food and energy costs driving a gradual broadening of price pressures.
Canadian Dollar slides with Oil prices, US CPI fails to keep US Dollar higher
USD/CAD rises 0.27% on Friday and trades around 1.3870 at the time of writing, after reaching a daily high of 1.3882 in the immediate reaction to the release of United States (US) inflation data.

