ข่าวตลาด
ติดตามข่าวสาร ข้อมูล และบทวิเคราะห์สำคัญที่ขับเคลื่อนตลาดฟอเร็กซ์และตลาดการเงินทั่วโลก
Japanese Yen: BoJ hawkish hold keeps January hike in focus – Standard Chartered
Standard Chartered’s Chong Hoon Park expects the Bank of Japan to keep its policy rate at 1.25% at the 29-30 October meeting, maintaining a hawkish tone. The bank notes upside inflation risks and firmer Tokyo CPI and PPI data, but highlights weak domestic demand and subdued consumption. December is seen as a live meeting, while January 2027 remains the base case for the next hike.
Mexico Jobless Rate s.a: 2.6% (September) vs previous 2.7%
Mexico Jobless Rate s.a: 2.6% (September) vs previous 2.7%
Mexico Jobless Rate registered at 2.8%, below expectations (3%) in September
Mexico Jobless Rate registered at 2.8%, below expectations (3%) in September
Mexico 1st half-month Core Inflation above forecasts (0.18%) in October: Actual (0.25%)
Mexico 1st half-month Core Inflation above forecasts (0.18%) in October: Actual (0.25%)
Mexico 1st half-month Inflation came in at 0.41%, above forecasts (0.37%) in October
Mexico 1st half-month Inflation came in at 0.41%, above forecasts (0.37%) in October
British Pound: Further rebound potential toward 1.3440 against US Dollar – UOB
United Overseas Bank (UOB) strategists Quek Ser Leang and Lee Sue Ann highlight that GBP/USD’s recent sharp gains have left the pair consolidating around 1.3395, with scope for a modest intraday rise within 1.3370–1.3415.
Swiss Franc recovers its safe-haven status amid the turmoil in bond markets
The Swiss Franc (CHF) keeps marching higher against the US Dollar (USD), favoured by Switzerland’s solid fiscal stability and the Greenback's weakness, as traders ponder the depth of the Federal Reserve’s (Fed) monetary tightening cycle.
New Zealand Dollar: RBNZ hikes offer limited support against USD - BBH
Brown Brothers Harriman’s (BBH) Elias Haddad notes that NZD/USD’s recovery stalled after reaching a one-month high, as New Zealand Q3 Consumer Price Index (CPI) came in below expectations while underlying inflation remains persistent.
Euro: Monetary reach and limits – Commerzbank
Commerzbank’s Thu Lan Nguyen discusses ECB Chief Economist Lane’s argument that a larger global role for the euro could strengthen monetary policy transmission by extending its impact abroad and reducing exchange rate pass-through.
Turkey CBRT Interest Rate Decision in line with forecasts (36%)
Turkey CBRT Interest Rate Decision in line with forecasts (36%)
British Pound: High-carry profile supports Sterling against Euro – ING
ING’s Chris Turner says sterling strength reflects both independent GBP gains and Euro weakness in EUR/GBP. Earlier concerns that Pound gains would fade have eased as markets gain confidence in the Bank of England’s tightening path, with ING expecting 25bp hikes in February and November.
Indian Rupee: Trade hopes boost INR against US Dollar - Societe Generale
Societe Generale strategists highlight that USD/INR is drifting toward the lower end of its six-month 94.14-96.95 range, helped by recent FX-supportive measures from the Reserve Bank of India (RBI).
Swiss Franc: Gradual gains toward 0.8200 against US Dollar – UOB
United Overseas Bank (UOB) strategists Quek Ser Leang and Lee Sue Ann describe USD/CHF price action as directionless intraday, expecting a 0.8225–0.8260 range as momentum remains muted. On a 1–3 week horizon they retain a bearish bias, looking for a move toward 0.8200 while keeping strong resistance at 0.8275. Their earlier 1–3 month view had anticipated a rebound, but not enough momentum to revisit the July peak at 0.8206.