Noticias del mercado
Mantente al día de las noticias, datos y análisis que mueven el forex y los mercados financieros globales.
Singapore Dollar: MAS surprise hold signals extended pause – MUFG
MUFG’s Michael Wan reports that the Monetary Authority of Singapore surprised markets by holding its exchange rate policy unchanged in October, against expectations for slight tightening. MAS sees core inflation easing from mid-2027, subdued domestic costs and a narrowing output gap as the AI cycle cools. Forward guidance suggests the Singapore Dollar policy band will keep appreciating to counter imported inflation.
Fed’s Barkin says CPI ran too hot, keeps October decision open
Richmond Federal Reserve (Fed) President Thomas Barkin, a voter in 2027, said Wednesday that he doesn’t see AI job losses happening at scale, adding that investment is mostly focused on AI.
EUR/USD Price Forecast: Strong US CPI keeps bears in control despite oversold RSI
EUR/USD loses nearly 0.50% on Wednesday as stronger-than-expected US inflation data reinforce expectations of further Federal Reserve (Fed) rate hikes, lifting the US Dollar (USD) to fresh year-to-date highs above 102.50.
Fed Beige Book flags intensifying price pressures
The US Federal Reserve (Fed) released its Beige Book, a qualitative report that summarises regional and national economic conditions and is used by the Federal Open Market Committee (FOMC) at each of its eight monetary policy meetings.
Chinese Yuan: Upside risk below 6.6900 against US Dollar – UOB
United Overseas Bank (UOB) strategists Quek Ser Leang and Lee Sue Ann describe USD/CNH as softening within a 6.6900–6.7000 range, with scope for a dip below 6.6900 while major support at 6.6800 should hold. On a 1–3 week view, a close below 6.6900 could trigger a move toward 6.6800. Over 1–3 months, they expect the pair to edge lower below the cloud.
Forex Today: More US inflation alongside jobs in Oz
The US Dollar (USD) regained strong upside traction, climbing once again to fresh tops on Wednesday.
Gold crashes below $4,100 as hot CPI revives October Fed hike bets
Gold (XAU/USD) price collapses nearly 2% on Wednesday after the latest inflation report in the US was hotter than foreseen, resurrecting bets that the Federal Reserve (Fed) could increase rates at the October 27-28 meeting. At the time of writing, XAU/USD trades at $4,078, after peaking near $4,170.
Silver Price Forecast: XAG/USD approaches oversold territory after CPI-driven sell-off
Silver (XAG/USD) tumbles over 5.5% on Wednesday as stronger-than-expected US inflation data fuel expectations of further Federal Reserve (Fed) rate hikes, sending the US Dollar (USD) to a fresh year-to-date high. At the time of writing, XAG/USD trades around $55.78, its lowest level since July.
New Zealand Dollar plunges to 18-month low as hot US inflation fuels US Dollar rally
NZD/USD extends its decline on Wednesday, losing 0.77% to trade around 0.5570 at the time of writing, its lowest level since April 2025. The pair broke below the 0.5580 support level, potentially ending the horizontal consolidation phase that has prevailed since the beginning of October.
US Dollar Index roars towards 103 as hot CPI reignites Fed hike bets
The US Dollar Index (DXY), which tracks the performance of the Greenback against a basket of six major currencies, surges over 0.69% on Wednesday as US inflation data trumps the Federal Reserve (Fed) rhetoric that no rate hikes are needed in 2027.
Swiss Franc slides as hot US inflation reinforces hawkish Fed outlook
USD/CHF climbs to its highest level since May 2025 on Wednesday as hotter-than-expected US inflation data strengthen expectations of further Federal Reserve (Fed) interest rate hikes.
United States: Core CPI and PCE re-accelerate – TD Securities
TD Securities economists report that US CPI has surprised to the upside for a second month, with core CPI at 0.3% m/m and broad-based strength in goods and services. Supercore remains elevated, and the translation into core PCE is strong, lifting their estimate to 0.36% m/m.
South Korean Won: Equity rout drives downside hedging – MUFG
Michael Wan at MUFG notes that a sharp sell-off in South Korean equities has boosted demand for South Korean Won downside protection. The KOSPI fell heavily, led by semiconductor names amid concerns over Chinese competition and AI capex sustainability. KRW risk reversals show investors paying more for protection, consistent with sizeable foreign equity outflows and related Won selling.