Notícias do mercado
Fique por dentro das principais notícias, dados e análises que movem o forex e os mercados financeiros globais.
The Pound flatlines as Treasury yields climb to another high
The odds of an October Fed hike have fallen from about two in three in late September to roughly one in five, and GBP/USD hasn't left the range it has traded in since September 24. Monday's range is entirely inside Friday's, and the pair trades just above 1.3200.
South Korea FX Reserves down to 440.56B in September from previous 442.28B
South Korea FX Reserves down to 440.56B in September from previous 442.28B
Mexican Peso builds winning streak as USD/MXN drifts toward 18.00
The Mexican Peso (MXN) posted back-to-back bullish days as USD/MXN edges lower by about 0.34% on Monday amid softer-than-expected US data and a mediocre Nonfarm Payrolls report last Friday. The exotic pair trades at 18.08 after peaking near 18.26.
New Zealand NZIER Business Confidence (QoQ) climbed from previous 8% to 43% in 3Q
New Zealand NZIER Business Confidence (QoQ) climbed from previous 8% to 43% in 3Q
Singapore Dollar: MAS seen very slightly tightening – Standard Chartered
Standard Chartered’s Edward Lee expects the Monetary Authority of Singapore (MAS) to deliver another very slight tightening in October, raising the SGD NEER slope to 1.5% from 1.25% while keeping the band parameters unchanged.
Chinese Yuan: Sideways with firmer bias against US Dollar - UOB
United Overseas Bank (UOB) strategist Quek Ser Leang reports USD/CNH slipped to 6.7008 before closing at 6.7041, with intraday price action expected to stay between 6.7000 and 6.7105. For the coming 1–3 weeks, he continues to see the pair confined to a 6.6950–6.7270 range.
Markets just priced out rate hikes on financial stress. This chart shows why 2022-23 says they’ll be wrong
Traders have taken about one quarter-point hike out of their European Central Bank (ECB) forecasts since mid-September, betting the ECB will stop raising rates because of a French debt selloff.
United States: Domestic rare earth production push – ING
ING’s report by Coco Zhang and Ewa Manthey explains how the United States is enhancing domestic Rare earth production. Federal support now includes grants, loans, equity stakes, purchase agreements and price floors for key products like NdPr oxide and magnets.
British Pound slides as France fiscal shock lifts the US Dollar
The Pound Sterling (GBP) dives more than 0.19% against the US Dollar (USD) at the beginning of the week, despite a dip in US services sector activity and elevated US Treasury yields. The GBP/USD trades at 1.3218 at the time of writing.
EUR/CHF Price Forecast: 100-day SMA limits immediate downside
EUR/CHF holds modest losses on Monday as growing fiscal concerns in France weigh on the Euro (EUR).
Australian Dollar edges higher despite robust US services
AUD/USD advances on Monday, trading around 0.6970 at the time of writing, up 0.34% on the day. The pair manages to gain ground despite persistent strength in the US Dollar (USD), which remains supported by elevated Treasury yields and weakness in the Euro (EUR).
Euro: Fiscal stress and fewer ECB hikes weigh against US Dollar – BBH
Brown Brothers Harriman’s (BBH) Elias Haddad reports the Euro (EUR) is underperforming major currencies, with EUR/USD briefly hitting 1.1161, its lowest since May 2025. Elias Haddad flags France’s budget crisis spilling into wider Eurozone bond markets and complicating potential European Central Bank (ECB) Transmission Protection Instrument activation, leaving the Euro pressured by rising fiscal risk and expectations of a shallower ECB hiking cycle.
South Korean Won: Strong exports and policy support KRW – Commerzbank
Commerzbank’s Moses Lim notes that USD/KRW declined on Friday and over the week as robust South Korean exports and supportive policy actions bolstered the Korean Won. Elevated but easing inflation allows the Bank of Korea to stay hawkish while likely holding rates in October.