Noticias del mercado
Mantente al día de las noticias, datos y análisis que mueven el forex y los mercados financieros globales.
Indian Rupee: RBI measures support near term – MUFG
MUFG’s Michael Wan analyses recent Reserve Bank of India actions and their impact on the Indian Rupee. He notes that RBI’s new FX and liquidity measures have sharply strengthened spot USD/INR, but also pushed stress into forwards, offshore NDFs and bonds.
British Pound: Firmer ground with BoE hike risk – ING
Francesco Pesole at ING highlights a supportive backdrop for the Pound, with EUR/GBP now expected to trade in a 0.84–0.85 range for several months as Euro-specific risks persist and the Bank of England signals readiness to hike. While ING sees BoE expectations as too hawkish for 2027, one or two hikes look increasingly likely, and the budget risk is seen as manageable for Sterling.
GBP/JPY Price Forecast: looking for direction between 209.00 and 210.00
The British Pound (GBP) retraces previous losses against the Japanese Yen (JPY) on Tuesday, and returns to the mid-range of the 209.00s after bouncing from lows at 208.90 earlier in the day.
Japanese Yen: Stronger footing with intervention risk – MUFG
MUFG’s Lee Hardman notes that the Japanese Yen has firmed modestly, pulling USD/JPY back toward 158.00 and keeping it below the 200-day moving average near 158.50.
Swiss Franc: Range consolidation persists against US Dollar – UOB
United Overseas Bank (UOB) strategists Quek Ser Leang and Lee Sue Ann note that USD/CHF has rebounded but still lacks strong upside momentum. In the near term, they see the Dollar trading in a slightly higher 0.8320/0.8355 band, while over the next 1–3 weeks they expect a narrower 0.8295/0.8365 range. On a 1–3 month horizon, they see continued rebound but not a retest of the July peak.
Indian Rupee: RBI measures support but do not reverse trend – OCBC
OCBC strategists Sim Moh Siong and Christopher Wong note the Indian Rupee (INR) rebounded sharply after the Reserve Bank of India (RBI) tightened FX derivative rules and imposed additional restrictions, alongside higher-than-expected inflation.
Swiss Franc's recovery stalls despite broad-based US Dollar weakness
The Swiss Franc (CHF) has trimmed some losses in a quiet market session on Tuesday, as a pullback on US Treasury yields and a mild reversal in Oil prices has undermined support for the safe-haven US Dollar (USD).
Equities: Earnings beats seen versus consensus – Deutsche Bank
Deutsche Bank strategists, highlight the start of the United States (US) Q3 earnings season with major banks reporting.
Portugal Consumer Price Index (MoM) meets forecasts (1.2%) in September
Portugal Consumer Price Index (MoM) meets forecasts (1.2%) in September
United States NFIB Business Optimism Index came in at 97.9, below expectations (98) in September
United States NFIB Business Optimism Index came in at 97.9, below expectations (98) in September
Portugal Consumer Price Index (YoY): 3.6% (September)
Portugal Consumer Price Index (YoY): 3.6% (September)
Euro declines as BoJ tightening bets, Eurozone stagflation risks bolster Japanese Yen
EUR/JPY trades around 176.60 on Tuesday, down 0.21% on the day at the time of writing.
Polish Zloty: Pressured by policy and fiscal risks – Commerzbank
Commerzbank’s Tatha Ghose argues that the environment for the Zloty remains negative.