Noticias del mercado
Mantente al día de las noticias, datos y análisis que mueven el forex y los mercados financieros globales.
Canada Unemployment Rate meets forecasts (6.5%) in September
Canada Unemployment Rate meets forecasts (6.5%) in September
British Pound gains ground as Japanese Yen underperforms
GBP/JPY trades with a mild positive bias on Friday as the Japanese Yen (JPY) underperforms across the board. A pause in the global bond sell-off has pushed government bond yields lower, with Japanese yields falling more sharply than their UK counterparts.
Japanese Yen: Choppy trade inside defined range – UOB
United Overseas Bank’s (UOB) Quek Ser Leang and Lee Sue Ann note that USD/JPY has been volatile around 157.86, with swings between 157.51 and 158.36 failing to establish a clear trend. For the coming sessions, the pair is expected to trade within 157.50–158.50 intraday, while the 1–3 week view favours consolidation in a narrower 157.00–158.70 band against a backdrop of longer-term downside momentum.
Brazil IPCA Inflation above forecasts (0.73%) in September: Actual (0.82%)
Brazil IPCA Inflation above forecasts (0.73%) in September: Actual (0.82%)
Canadian Dollar: Labor data may trigger dovish repricing – BBH
Brown Brothers Harriman highlights that USD/CAD is consolidating just above 1.4200 after touching fresh cyclical highs near 1.4300. Canada’s September labor force survey is the key release, with modest job gains and a higher unemployment rate expected.
Euro: Elusive recovery prospects against US Dollar – ING
Francesco Pesole at ING observes that EUR/USD has moved back above 1.120 on Dollar softness, but the Euro still struggles against other European currencies as markets keep pricing a French fiscal premium. He argues that French political and bond-market risks may persist, and ING still sees scope for EUR/USD to test the 1.110/1.112 area in the near term.
India FX Reserves, USD fell from previous $747.56B to $734.61B in September 28
India FX Reserves, USD fell from previous $747.56B to $734.61B in September 28
India Bank Loan Growth: 19.4% (September 14) vs 18.1%
India Bank Loan Growth: 19.4% (September 14) vs 18.1%
Mexican Peso: Banxico cautious on cuts as Peso risks linger – Commerzbank
Commerzbank’s Norman Liebke notes Banxico’s September minutes signal a board leaning toward further easing, though the policy rate stayed at 6.5%. He argues it is too early to see a clear November cut, given US elections, geopolitical risks and energy prices.
Canadian Dollar: Policy divergence weighs on CAD against US Dollar – Rabobank
Rabobank strategists Molly Schwartz and Christian Lawrence note that the recent USD/CAD rally reflects broad US Dollar (USD) strength rather than specific Canadian Dollar (CAD) weakness, with the pair consolidating near 1.425 after failing to break 1.43.
Australian Dollar struggles to extend gains to near 0.7000, US CPI comes into focus
The Australian Dollar (AUD) is up 0.3% at around 0.6980 against the US Dollar (USD) during the European trading session on Friday. However, the pair is struggling to extend gains beyond 0.6990.
Portugal Global Trade Balance down to €-9.619B in August from previous €-9.51B
Portugal Global Trade Balance down to €-9.619B in August from previous €-9.51B
Swiss Franc: Range trade bias holds against US Dollar – UOB
United Overseas Bank (UOB) analysts Quek Ser Leang and Lee Sue Ann note that USD/CHF shows slightly increased downside momentum, with scope to test 0.8290 but limited odds of a sustained break lower. For the coming days, they maintain that USD/CHF has likely entered a range-trading phase between 0.8245 and 0.8365, while over the 1–3 month horizon they see the pair continuing to rebound but lacking strength to revisit the July peak.

