Notícias do mercado
Fique por dentro das principais notícias, dados e análises que movem o forex e os mercados financeiros globais.
Copper: El Niño risks cap African supply growth – Societe Generale
Societe Generale’s Commodity Compass, authored by Michael Haigh and Jeremy Sellem, highlights how El Niño 2026-2027 could constrain copper output in the African Copperbelt.
Germany Current Account n.s.a. above forecasts (€0B) in August: Actual (€10.3B)
Germany Current Account n.s.a. above forecasts (€0B) in August: Actual (€10.3B)
EUR/GBP Price Forecast: Downtrend remains firm despite deeply oversold RSI
EUR/GBP reverses earlier gains on Tuesday as fiscal and political concerns in France limit the Euro’s (EUR) upside, while the technical picture also suggests sellers remain dominant.
United States ADP Employment Change 4-week average above forecasts (0K) in September 19: Actual (24.75K)
United States ADP Employment Change 4-week average above forecasts (0K) in September 19: Actual (24.75K)
Indian Rupee: RBI measures support near term – MUFG
MUFG’s Michael Wan analyses recent Reserve Bank of India actions and their impact on the Indian Rupee. He notes that RBI’s new FX and liquidity measures have sharply strengthened spot USD/INR, but also pushed stress into forwards, offshore NDFs and bonds.
British Pound: Firmer ground with BoE hike risk – ING
Francesco Pesole at ING highlights a supportive backdrop for the Pound, with EUR/GBP now expected to trade in a 0.84–0.85 range for several months as Euro-specific risks persist and the Bank of England signals readiness to hike. While ING sees BoE expectations as too hawkish for 2027, one or two hikes look increasingly likely, and the budget risk is seen as manageable for Sterling.
WTI Oil extends its pullback to $91.00 amid US imports of Russian Diesel
Crude Oil trades lower on Tuesday, as investors ponder the impact of the US President, Donald Trump’s decision to lift the ban on Russian diesel imports.
Australian Dollar remains weak despite hawkish RBA minutes
The Australian Dollar (AUD) trades lower against its major currency peers, except the US Dollar (USD), during the European trading session on Tuesday. The antipodean is under pressure even as Reserve Bank of Australia (RBA) minutes of the September policy meeting remains hawkish.
Brent: Uptrend intact with $114–116 in sight – Societe Generale
Societe Generale technical analysts highlight that Brent has been consolidating sideways after meeting an interim hurdle near $110 in September. The contract remains above its 50-day moving average around $97, keeping upward momentum intact. Brent is now testing a short-term descending trend line, with potential objectives at $110 and $114/$116, while the recent $102 low acts as first support.
US Dollar: Higher rate expectations support gains - Commerzbank
Commerzbank’s Thu Lan Nguyen discusses how the US Dollar (USD) reacted to Federal Reserve Chair Kevin Warsh’s move away from traditional forward guidance.
GBP/JPY Price Forecast: looking for direction between 209.00 and 210.00
The British Pound (GBP) retraces previous losses against the Japanese Yen (JPY) on Tuesday, and returns to the mid-range of the 209.00s after bouncing from lows at 208.90 earlier in the day.
Silver Price Forecast: XAG/USD wobbles near $60.30, US CPI takes centre stage
Silver price (XAG/USD) trades in a tight range at around $60.30 during the European trading session on Tuesday. The white metal consolidates as investors shift their focus to the United States (US) Consumer Price Index (CPI) data for September, which will be released on Wednesday.
Gold struggles to reclaim $4,200 as Fed interest rate hike risks persist, US CPI looms
Gold (XAU/USD) reverses earlier gains on Tuesday as US Treasury yields recover after falling earlier in the day. With the US Dollar (USD) still under pressure, the metal trades little changed during American trading hours.