Noticias del mercado
Mantente al día de las noticias, datos y análisis que mueven el forex y los mercados financieros globales.
Euro plunges to 17-month low as hot US inflation fuels Fed rate hike bets
EUR/USD extends its decline on Wednesday, losing 0.55% on the day to trade around 1.1135 at the time of writing, its lowest level since May 2025.
Natural Gas: Prices extend 2026 rally – Rabobank
Rabobank’s Global Daily highlights European natural gas 1‑month TTF futures surging to 86.81 EUR/MWh, the highest level since 2023, after rising more than €60 from 2025 lows. Strategist Florence Schmit stresses growing European reliance on LNG ahead of the planned full phase‑out of Russian gas from 2027, with weaker October LNG exports from the Middle East and softer LNG arrivals into Europe.
Oil: Middle East tensions and yield spillovers – MUFG
MUFG’s Derek Halpenny argues that Middle East developments and Houthi attacks on Saudi infrastructure raise the probability of higher crude Oil prices. He warns that an escalation involving US support for Saudi Arabia or renewed strikes on Iran could push Oil back toward earlier-year peaks. Such a move would likely trigger another jump in long-term yields and broader market volatility, impacting global FX.
United States Consumer Price Index n.s.a (MoM) above expectations (336.65) in September: Actual (336.94)
United States Consumer Price Index n.s.a (MoM) above expectations (336.65) in September: Actual (336.94)
United States Consumer Price Index Core s.a came in at 338.9, above forecasts (0) in September
United States Consumer Price Index Core s.a came in at 338.9, above forecasts (0) in September
United States Consumer Price Index ex Food & Energy (MoM) registered at 0.3% above expectations (0.2%) in September
United States Consumer Price Index ex Food & Energy (MoM) registered at 0.3% above expectations (0.2%) in September
United States Consumer Price Index ex Food & Energy (YoY) registered at 2.6% above expectations (2.5%) in September
United States Consumer Price Index ex Food & Energy (YoY) registered at 2.6% above expectations (2.5%) in September
United States Consumer Price Index (YoY) registered at 3.7% above expectations (3.6%) in September
United States Consumer Price Index (YoY) registered at 3.7% above expectations (3.6%) in September
United States Consumer Price Index (MoM) meets forecasts (0.6%) in September
United States Consumer Price Index (MoM) meets forecasts (0.6%) in September
Canada Building Permits (MoM) rose from previous -17.3% to 8.8% in August
Canada Building Permits (MoM) rose from previous -17.3% to 8.8% in August
Euro slides against British Pound as traders weigh French fiscal crisis, central bank signals
EUR/GBP extends its decline on Wednesday, sliding to its lowest level since June 2025 as fiscal and political concerns in France weigh on the Euro (EUR). Traders also assess fresh remarks from central bank officials on both sides of the Channel.
US Dollar: CPI to test hawkish conviction – DBS
DBS Group Research economist Philip Wee highlights how upcoming US CPI data will challenge the US Dollar’s hawkish narrative. He notes New York Fed President John Williams supports another rate hike before end-2026 but questions further tightening in 2027.
Swedish Krona: Riksbank support for SEK against Euro – ING
ING’s Francesco Pesole highlights that EUR/SEK has fallen about 1.8% from its early-October high, helped by French fiscal concerns and prior short-term overvaluation. The pair is now seen as fairly valued, unlike cheap EUR/USD. With the Riksbank signalling readiness to hike in November and ECB expectations repriced dovishly, ING’s one-month EUR/SEK target is 11.15, with risks skewed to further downside.