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Euro retreats as US Dollar regains ground, France's debt worries weigh
EUR/USD loses 0.33% on Thursday, reversing earlier gains as the US Dollar (USD) rebounds after slipping to a three-week low during Asian trading hours. Meanwhile, political turmoil in France and uncertainty surrounding the country's fiscal outlook continue to weigh on the Euro (EUR).
France's bond spreads near the 2011 crisis record: Why 1.1000 looms for the Euro
The Euro (EUR) is walking a tightrope between French fiscal risk and a firm Federal Reserve (Fed).
European Central Bank: Rising bond yields favor an October hold – ING
ING’s Carsten Brzeski expects the European Central Bank to keep policy rates unchanged at the 29 October meeting, as the French fiscal crisis and higher bond yields are already tightening financial conditions.
United States EIA Natural Gas Storage Change registered at 77B, below expectations (80B) in October 16
United States EIA Natural Gas Storage Change registered at 77B, below expectations (80B) in October 16
Silver plunges 5% to three-month low as Fed rate hike bets intensify
Silver (XAG/USD) extends its sharp decline on Thursday, falling 5% to trade around $55.05 at the time of writing, after hitting its lowest level in three months at $55.01.
Bank of England: November hike added as UK inflation stays firm – Danske Bank
Danske Research Team reports that UK headline CPI rose to 3.5% year-on-year in September, with core and services inflation also edging higher and exceeding Bank of England projections. On the back of stronger inflation and resilient activity, the bank now expects a BoE rate hike in November to reinforce inflation-targeting credibility.
Eurozone Consumer Confidence below expectations (-17) in October: Actual (-17.9)
Eurozone Consumer Confidence below expectations (-17) in October: Actual (-17.9)
South African Rand: Fiscal discipline supports SAGBs – Societe Generale
Societe Generale analysts highlight that SAGBs outperformed and the ZAR strengthened after South Africa’s mini‑budget, although some gains were surrendered the following morning. The deficit target for 2026/27 was trimmed to 3.9% of GDP, issuance was reduced, and a bond buyback programme announced, with the government signalling a proposed fiscal anchor and raising the prospect of a medium‑term return to IG status.
Canadian Dollar steadies as US Dollar recovery limits further upside
USD/CAD trims some earlier losses on Thursday as the US Dollar (USD) tries to rebound after slipping to a fresh three-week low earlier in Asian trading hours.
Mexican Peso: Banxico risks weigh on MXN against US Dollar - Commerzbank
Commerzbank’s Michael Pfister highlights that the Mexican Peso has sharply depreciated, as dovish Banxico policy and uncertainty over USMCA extension weigh on MXN.
Canada New Housing Price Index (MoM) registered at -0.2%, below expectations (-0.1%) in September
Canada New Housing Price Index (MoM) registered at -0.2%, below expectations (-0.1%) in September
Euro: French spreads threaten downside against US Dollar – BBH
Brown Brothers Harriman’s (BBH) Elias Haddad highlights that France’s deteriorating public finances are driving a sharp widening in French-German spreads, with the premium already near past crisis highs. Using Italy’s 2018 budget turmoil as a template, Haddad warns that further spread widening could pressure EUR/USD toward 1.1000, while noting that France’s 2027 presidential election may eventually restore confidence if credible deficit reduction is delivered.
Russia Central Bank Reserves $: $723.2B vs previous $723.5B
Russia Central Bank Reserves $: $723.2B vs previous $723.5B