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United States 4-Week Bill Auction: 4% vs 3.98%
United States 4-Week Bill Auction: 4% vs 3.98%
New Zealand Dollar rebounds toward 0.5600 as RBNZ signals further rate hikes
NZD/USD trades around 0.5600 on Thursday at the time of writing, gaining 0.18% on the day. The New Zealand Dollar (NZD) benefits from a weaker US Dollar (USD), as falling US Treasury yields and hawkish comments from the Reserve Bank of New Zealand (RBNZ) support the currency.
Silver Price Forecast: XAG/USD rebounds, but bearish technical outlook persists
Silver (XAG/USD) stages a rebound on Thursday after sliding nearly 6% the previous day.
British Pound surges as hot US PPI fails to revive Fed hike bets
The Pound Sterling (GBP) registers solid gains against the US Dollar (USD) on Thursday, even though the latest US inflation data, rather than fueling speculation of an October Fed hike, is nearly cementing the case for December.
Eurozone: De-risking versus de-industrialisation – Rabobank
RaboResearch highlights that Chinese competition is eroding key Eurozone industrial surpluses in vehicles, chemicals and machinery, raising economic-security concerns.
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.
US Dollar: Rally durability questioned – DBS
DBS Group Research economist Philip Wee notes that hotter-than-expected US CPI initially lifted the Dollar and US Treasury yields, but both moves faded as markets reassessed Fed tightening risks. He highlights the DXY Index’s failure to hold gains, reversing Fed hike probabilities, and growing concerns over growth, earnings and political uncertainty weighing on US equities and the broader USD rally.
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.
Gold: CTA short covering supports prices – TD Securities
TD Securities’ Ryan McKay and Bart Melek note that easing interest rates and moderating US Dollar (USD) strength are encouraging CTAs (Commodity Trading Advisors) to cover shorts in Gold and other precious metals. Systematic positioning remains a drag, but strong macro discretionary exposure, ETF inflows and central bank demand are providing support. TD Securities expects these flows to stay robust, particularly in the $4,000-4,100/oz region.
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.