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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.
British Pound: BoE tightening expectations questioned – BBH
Elias Haddad at Brown Brothers Harriman notes GBP/USD is weaker on broad Dollar strength, even as UK PMI beats and supports expectations for a 25 bps BOE hike to 4.00% in November. He argues the swaps market is overpricing future tightening, citing below-capacity growth, weak real wages, a near-neutral policy rate and likely fiscal restraint as headwinds for the Pound.
USD/CHF Price Forecast: Dollar regains some momentum and approaches 0.8250
The US Dollar (USD) is trimming losses against the Swiss Franc (CHF) on Friday, as the risk-off mood, stemming from surging Oil prices, has offset the negative impact of falling US Treasury yields.
US Dollar: Safe-haven role questioned as AI story weighs – ING
ING strategist Francesco Pesole notes that recent equity sell-offs driven by higher Oil prices and AI concerns have pushed investors toward the Japanese Yen (JPY) and Swiss Franc (CHF), undermining the Dollar’s traditional safe-haven role.
India FX Reserves, USD fell from previous $726.03B to $721.02B in October 12
India FX Reserves, USD fell from previous $726.03B to $721.02B in October 12
Gold eyes weekly loss of over 3% as Fed interest rate decision looms
Gold (XAU/USD) loses momentum after attempting a rebound from a three-month low of $3,986 touched during Asian trading hours. Buyers remain on the sidelines as market sentiment stays fragile.
Brent: Geopolitical tensions push prices higher - Commerzbank
Commerzbank’s FX Research team notes that Brent Oil rose 4% to USD113.17 as attacks on Saudi Arabian infrastructure raised fears of supply disruption. Additional reports of possible renewed US and Israeli strikes on Iran after US mid-term elections added to geopolitical uncertainty.
Australian Dollar: Consolidation limits gains against US Dollar – UOB
United Overseas Bank strategists (UOB) Quek Ser Leang and Lee Sue Ann observe that AUD/USD has entered a short-term consolidation after recent gains, with intraday trade expected between 0.6995 and 0.7030. Over 1–3 weeks they remain constructive but note slowing upward momentum and risk that a break below 0.6985 would put the 0.7070 target out of reach, while longer-term EMAs still warn of downside toward prior lows.
Australian Dollar edges up against US Dollar ahead of US flash PMI data
The Australian Dollar (AUD) trades marginally higher at around 0.7018 against the US Dollar (USD) during the European trade on Friday.
Russia Interest Rate Decision meets expectations (14%)
Russia Interest Rate Decision meets expectations (14%)