Notícias do mercado
Fique por dentro das principais notícias, dados e análises que movem o forex e os mercados financeiros globais.
Canadian Dollar extends winning streak as Fed-BoC policy divergence comes into focus
USD/CAD slips below 1.4000 to its lowest level in a month on Friday, extending its losing streak to seven consecutive days as traders expect the Federal Reserve (Fed) and the Bank of Canada (BoC) to take different paths at next week’s meetings.
Indian Rupee: Cautious with decline risk against US Dollar – OCBC
OCBC strategists Christopher Wong and Sim Moh Siong say Indian Rupee's (INR) recent recovery has stalled as renewed gains in Oil prices highlight India’s external vulnerabilities.
Belgium Leading Indicator came in at -9.8, above expectations (-11.8) in October
Belgium Leading Indicator came in at -9.8, above expectations (-11.8) in October
Breaking: US S&P Global Composite PMI eases in October, Manufacturing at 53-month high
Business activity in the United States (US) private sector showed continued expansion in October, according to preliminary data released by S&P Global on Friday.
Mexican Peso: Stays under pressure as Banxico lags Fed – ING
Chris Turner at ING highlights that the Mexican Peso has been the weakest emerging market currency since early September, hurt by dovish Banxico rhetoric and narrowing policy spreads versus the Federal Reserve. Without a hawkish surprise at the 5 November meeting, he expects MXN to remain vulnerable, with IMF-flagged US tech exposure adding pressure and USD/MXN seen heading toward the 19.00–19.10 area in coming weeks.
US Dollar: Resilient into FOMC with election risks – TD Securities
TD Securities strategists note that FX markets remain meaningfully long the US Dollar (USD) ahead of the October FOMC, with data showing the Fed faces the strongest G10 hiking pressures.
Canada Retail Sales (MoM) below expectations (1.3%) in August: Actual (1.2%)
Canada Retail Sales (MoM) below expectations (1.3%) in August: Actual (1.2%)
Canada Retail Sales ex Autos (MoM) came in at 1.2%, above forecasts (1%) in August
Canada Retail Sales ex Autos (MoM) came in at 1.2%, above forecasts (1%) in August
Silver Price Forecast: Bearish pressure mounts as $50 comes into focus
Silver (XAG/USD) slides to fresh yearly lows on Friday after plunging 5.8% on Thursday as concerns over AI-related investments weighed on equities, but failed to spark safe-haven demand for Silver as investors favour government bonds.
Euro: Gradual upside as Fed and ECB converge – Commerzbank
Commerzbank economists, led by Dr. Jörg Krämer and colleagues, expect the Fed and ECB to keep rates unchanged in October but deliver 25 bps hikes in December, with policy then staying slightly restrictive as inflation trends lower into 2027.
Gold: Cautious near term outlook – OCBC
OCBC strategists Christopher Wong and Sim Moh Siong highlight renewed weakness in Gold despite falling US Treasury yields and rising geopolitical risks. They note that surging Oil prices are reviving inflation concerns and expectations of prolonged restrictive Fed policy, weighing on Gold. They remains cautious, saying easing Oil prices, lower real yields and a better price response are needed for Gold to regain traction near term.
Brazil Mid-month Inflation came in at 0.32% below forecasts (0.43%) in October
Brazil Mid-month Inflation came in at 0.32% below forecasts (0.43%) in October
The US Dollar holds the yield advantage: Why safe-haven demand still sank it against the Japanese Yen
The US Dollar (USD) has experienced a sharp setback against the Japanese Yen (JPY), with USD/JPY plunging from the 158.20 area to intraday lows around 156.08 as falling US Treasury yields and a spike in geopolitical risk aversion triggered aggressive safe-haven demand for the Yen.