Noticias del mercado
Mantente al día de las noticias, datos y análisis que mueven el forex y los mercados financieros globales.
Mexican Peso hits five-month high on weak US jobs data
The Mexican Peso (MXN) capitalizes on a weaker US jobs report and soars versus the US Dollar (USD) on Friday as risk appetite improves and the Greenback gets battered on speculation that the Federal Reserve (Fed) might not raise rates in 2026.
South Korean Won: Intervention risks support KRW against US Dollar – DBS
Chang Wei Liang at DBS Group Research notes that KRW is currently the best performing Asian currency, supported by strong semiconductor demand and reported FX intervention coordination between Korea, the US and Japan.
EUR/USD Price Forecast: Buyers eye a break above the 100-day SMA
EUR/USD edges higher on Friday, supported by a softer US Dollar (USD) as traders scale back Federal Reserve (Fed) rate-hike bets following a disappointing US Nonfarm Payrolls (NFP) report. At the time of writing, the pair trades around 1.1562, hovering near a seven-week high.
Gold rallies as mediocre US NFP crushes Fed rate hike bets
Gold (XAU/USD) skyrockets on Friday, gaining over 2.30% in the day and more than 7% in the week after US jobs data was mixed, with a softer Nonfarm Payrolls print while the Unemployment Rate remained steady.
Indonesia: Modest growth outlook – Standard Chartered
Standard Chartered’s Aldian Taloputra notes Indonesia’s Q2 GDP grew 5.3% year-on-year, slowing from 5.6% but beating consensus. Stronger-than-expected H1 data leads the bank to raise its 2026 GDP forecast to 5.3%.
Dow Jones Industrial Average dodges a hike December still prices
The American labour market contracted in July and the Dow Jones Industrial Average answered with a gain of roughly 65 points, a tenth of a percent, trading near 54,000 into the afternoon.
New Zealand Dollar advances as US labor market weakness pressures USD
NZD/USD trades around 0.5890 on Friday at the time of writing, up 0.36% on the day.
Canada: Gradual improvement with tariff risks – RBC
Royal Bank of Canada’s (RBC) Nathan Janzen reports that Canada’s labour market strengthened in July, with a 75k employment gain following robust increases in May and June and a decline in the unemployment rate to 6.4%.
Australian Dollar climbs near two-month highs as NFP turns negative
The AUD/USD pair surged to its highest in nearly two months past 0.7070 earlier on Friday, following the release of the United States (US) Nonfarm Payrolls (NFP) report. The move owes nothing to Australia.
NY Fed inflation expectations ease modestly in the short term
The New York Fed Survey of Consumer Expectations shows that households’ inflation expectations decreased slightly over the short-term horizon and remained unchanged at the medium and longer-term horizons. One-year inflation expectations eased from 3.7% in June to 3.6% in July
Natural Gas: Higher price forecasts on LNG squeeze – Commerzbank
Norman Liebke at Commerzbank has revised Gas and German power price forecasts higher, citing tighter European storage, increased reliance on LNG and structural constraints on Qatari exports. The phase-out of Russian Gas from 2027 adds upside risk.
US Dollar: Payrolls-driven consolidation as CPI looms – TD Securities
TD Securities strategists note that the US Dollar (USD) weakened after the disappointing July Payrolls report, but see limited downside against G10 currencies unless softer US inflation further reduces Fed hike expectations.
Federal Reserve: Fed focus shifts to jobs – ABN AMRO
ABN AMRO’s Chief Economist Nick Kounis highlights renewed US labour market weakness, with Nonfarm Payrolls falling and household employment data softening. He notes the unemployment rate declined as labour force participation dropped to multi-decade lows, signalling cyclical weakness.