Tin tức thị trường
Cập nhật các tin tức, dữ liệu và phân tích quan trọng tác động đến forex và thị trường tài chính toàn cầu.
Singapore: PMI points to transitory weakness – UOB
UOB economist Jester Koh highlights that Singapore’s electronics PMI rose in August, with broad-based gains in new export orders, output and backlogs.
The British Pound bounces on a hike argument that lost 6-3 in July
Sterling (GBP) has spent Thursday recovering a little of what it lost this week, with GBP/USD trading near 1.3530, roughly a third of a percent higher, after the 50-day Exponential Moving Average (EMA) just under 1.3500 held for a second consecutive session.
Indonesian Rupiah: Depreciation trend persists as oil shock weighs – MUFG
MUFG’s Lloyd Chan argues that while the pace of Rupiah depreciation may slow, the broader weakening trend is set to continue. USD/IDR has pulled back as crowded long positions unwind and some foreign inflows return, but elevated US yields and high Oil prices remain headwinds.
Malaysian Ringgit: Stable policy underpins growth narrative – BNY
Geoff Yu notes that Bank Negara Malaysia kept its policy rate at 2.75%, judging the stance consistent with price stability and sustainable growth. The bank sees Malaysia’s economy on track for around 5% growth this year, with low inflation and limited external cost pass-through.
Singapore Dollar: Stronger Singapore growth with contained inflation – Commerzbank
Commerzbank’s Singapore-based team highlights robust Singapore manufacturing and electronics PMIs, supported by an AI-driven semiconductor cycle, alongside upgraded MAS Survey GDP and export forecasts.
Chinese Yuan: Range trade persists against US Dollar – UOB
United Overseas Bank (UOB) analysts Quek Ser Leang and Lee Sue Ann see USD/CNH confined to tight ranges in different time frames. For the next 24 hours, they expect the Dollar to trade between 6.7130 and 6.7230.
USD/CHF Price Forecast: Break of 50-day SMA exposes 0.8040
The USD/CHF pair tumbles nearly 0.80% on Thursday as the US Dollar (USD) weakens on rumors of a potential intervention in the FX markets to boost the Japanese Yen. Consequently, the pair fell from around daily highs of 0.8131, extending its losses to the current exchange rate near 0.8065.
Equities: AI-led upside and income focus – HSBC
HSBC’s Willem Sels highlights that accelerating AI adoption, resilient growth and broadening earnings are supporting global equities into Q4 2026. The bank has recently added exposure to global stocks, favouring the US and Asia, while keeping sector diversification.
Japanese Yen: Intervention ceiling guides BoJ path – BNY
BNY’s Geoff Yu highlights strong Japanese Yen flows and a declining USD/JPY as markets hesitate to challenge Japanese and U.S. authorities. He argues that heavy post-intervention selling has largely run its course and that around 160 in USD/JPY now acts as a practical intervention ceiling.
United States 4-Week Bill Auction up to 3.7% from previous 3.65%
United States 4-Week Bill Auction up to 3.7% from previous 3.65%
BoE’s Pill backs rate hike to 4% to limit inflation catch-up effects
Bank of England (BoE) Chief Economist Huw Pill reiterated on Thursday his support for raising the Bank Rate to 4%, arguing that policymakers cannot wait for uncertainty surrounding the Middle East conflict and energy prices to resolve before acting.
British Pound rises as Fed’s Waller tempers hike bets ahead of NFP
The Pound Sterling (GBP) rises against the US Dollar (USD) on Thursday as Federal Reserve (Fed) Governor Christopher Waller favors holding rates unchanged, shifting to a more neutral stance regarding monetary policy, while data showed that the US labor market is solid and that business activity impr
Canadian Dollar extends gains on hawkish BoC message, softer US Dollar
USD/CAD extends its decline for the second consecutive day on Thursday as broad US Dollar (USD) weakness and the Bank of Canada’s (BoC) hawkish message at its September policy meeting support the Canadian Dollar (CAD).