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United States: PCE Inflation forecast and Fed stance – TD Securities
TD Securities economists Eli Nir and Oscar Munoz lower their September core PCE forecast to 0.32% month-on-month and headline PCE to 0.49% after weaker PCE-relevant components in PPI.
United States EIA Natural Gas Storage Change below forecasts (76B) in October 9: Actual (67B)
United States EIA Natural Gas Storage Change below forecasts (76B) in October 9: Actual (67B)
Swiss Franc gains ground as US Dollar retreats despite hot inflation data
USD/CHF slips to two-week lows on Thursday as a sharp pullback in US Treasury yields weighs on the US Dollar (USD), overshadowing hotter-than-expected US producer inflation data.
Japanese Yen holds firm despite hotter-than-expected US producer inflation
USD/JPY extends its decline on Thursday, trading around 157.85 at the time of writing, down 0.30% on the day. The pair falls to its lowest level in a week, pressured by a stronger Japanese Yen (JPY) and declining US Treasury yields.
United States Business Inventories meets expectations (0.4%) in August
United States Business Inventories meets expectations (0.4%) in August
Hungarian Forint: Bullish FX stance faces global headwinds – ING
ING’s team sees the Forint supported by fiscal consolidation expectations and steps toward Euro adoption, but warns that global factors such as higher energy prices, a strong US Dollar and eurozone bond market stress could cap gains.
Euro rebounds as falling US yields outweigh hotter-than-expected PPI
EUR/USD trades on the front foot on Thursday as falling US Treasury yields weigh on the US Dollar (USD). However, the Euro’s (EUR) upside appears limited as stronger-than-expected US economic data reinforce hawkish Federal Reserve (Fed) expectations.
Singapore Dollar: MAS stance supports resilience – MUFG
MUFG’s Lloyd Chan notes that Singapore’s economy grew 5.4% year-on-year in Q3, moderating from 2Q but beating consensus. MAS left the S$NEER policy band unchanged, expecting AI-related demand to support near-term growth even as the positive output gap narrows. Core inflation is seen slightly above 2% until 1H 2027, with SGD likely to stay relatively resilient.
Russia Central Bank Reserves $ above expectations ($0B): Actual ($723.5B)
Russia Central Bank Reserves $ above expectations ($0B): Actual ($723.5B)
China: Export surge and stronger PPI – Commerzbank
Commerzbank’s Dr. Henry Hao highlights a sharp acceleration in China’s September exports and a record trade surplus with both the US and EU. Producer prices rose faster than expected, driven by Oil and AI-related costs, while credit growth picked up on government bond issuance but remained uneven. The strong surplus arrives as EU-China trade tensions over sector safeguards intensify.
United States producer inflation jumps 6.3% in September vs. 5.3% expected
Producer inflation in the United States (US), as measured by the change in the Producer Price Index, climbed to 6.3% in September from 5.6% in August. This print surpassed the market expectation of 5.3% by a wide margin.
United States Retail Sales (YoY) came in at 6.3%, above expectations (0%) in September
United States Retail Sales (YoY) came in at 6.3%, above expectations (0%) in September
United States Continuing Jobless Claims above expectations (0M) in October 2: Actual (1710M)
United States Continuing Jobless Claims above expectations (0M) in October 2: Actual (1710M)