ข่าวตลาด
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United States: Core CPI trend seen moderating – TD Securities
TD Securities’ US economics team led by Oscar Munoz, with Eli Nir, Gennadiy Goldberg and Molly Brooks, expects September Core CPI to slow to 0.20% month-on-month, driven by softer core services and supercore.
Norwegian Krone: Rate hike risks support currency – BBH
Brown Brothers Harriman notes that the Norwegian Krone (NOK) is softer against most peers following a modest pullback in Oil prices, but September CPI data keep further Norges Bank rate hikes in play, offering support to NOK. Sticky underlying inflation above the central bank’s forecasts means the option to raise rates further remains open, with markets pricing roughly 50% odds of another hike by year-end.
Canada Participation Rate declined to 64.8% in September from previous 65%
Canada Participation Rate declined to 64.8% in September from previous 65%
Canada Net Change in Employment came in at -68.3K, below expectations (7K) in September
Canada Net Change in Employment came in at -68.3K, below expectations (7K) in September
Canada Unemployment Rate meets forecasts (6.5%) in September
Canada Unemployment Rate meets forecasts (6.5%) in September
British Pound gains ground as Japanese Yen underperforms
GBP/JPY trades with a mild positive bias on Friday as the Japanese Yen (JPY) underperforms across the board. A pause in the global bond sell-off has pushed government bond yields lower, with Japanese yields falling more sharply than their UK counterparts.
Japanese Yen: Choppy trade inside defined range – UOB
United Overseas Bank’s (UOB) Quek Ser Leang and Lee Sue Ann note that USD/JPY has been volatile around 157.86, with swings between 157.51 and 158.36 failing to establish a clear trend. For the coming sessions, the pair is expected to trade within 157.50–158.50 intraday, while the 1–3 week view favours consolidation in a narrower 157.00–158.70 band against a backdrop of longer-term downside momentum.
Brazil IPCA Inflation above forecasts (0.73%) in September: Actual (0.82%)
Brazil IPCA Inflation above forecasts (0.73%) in September: Actual (0.82%)
Canadian Dollar: Labor data may trigger dovish repricing – BBH
Brown Brothers Harriman highlights that USD/CAD is consolidating just above 1.4200 after touching fresh cyclical highs near 1.4300. Canada’s September labor force survey is the key release, with modest job gains and a higher unemployment rate expected.
Euro: Elusive recovery prospects against US Dollar – ING
Francesco Pesole at ING observes that EUR/USD has moved back above 1.120 on Dollar softness, but the Euro still struggles against other European currencies as markets keep pricing a French fiscal premium. He argues that French political and bond-market risks may persist, and ING still sees scope for EUR/USD to test the 1.110/1.112 area in the near term.
India FX Reserves, USD fell from previous $747.56B to $734.61B in September 28
India FX Reserves, USD fell from previous $747.56B to $734.61B in September 28
India Bank Loan Growth: 19.4% (September 14) vs 18.1%
India Bank Loan Growth: 19.4% (September 14) vs 18.1%
Mexican Peso: Banxico cautious on cuts as Peso risks linger – Commerzbank
Commerzbank’s Norman Liebke notes Banxico’s September minutes signal a board leaning toward further easing, though the policy rate stayed at 6.5%. He argues it is too early to see a clear November cut, given US elections, geopolitical risks and energy prices.