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.
Mexican Peso stumbles as traders brace for US inflation week
The Mexican Peso (MXN) loses some ground versus its North American counterpart, the US Dollar (USD), as the USD/MXN pair rises over 0.25% to 16.93, even though the Greenback edges lower against a basket of six currencies, the so-called US Dollar Index (DXY).
Asia FX: Stronger Dollar and Oil weigh on CNY and peers – BNY
BNY’s Geoff Yu highlights that a stronger US Dollar (USD), higher Oil prices and rising global yields are pressuring Asian currencies and assets.
Gold bulls flinch as NFP puts Fed hawks back in the driver’s seat
Gold (XAU/USD) price dives over 0.40% on Monday following last Friday’s US jobs report, which ignited speculation that the Federal Reserve (Fed) might resume its tightening cycle if inflation reaccelerates late this week, while the labor market remains solid.
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.
The world has enough Crude Oil and not enough diesel
Crude Oil trades just under $91.00 after adding 1.6% on Monday. The grind has run roughly $10 from the $81.00 area in nine sessions, and not a barrel has stopped being produced in any of them.
Germany: Cautious growth outlook – ABN AMRO
ABN AMRO’s Chief Economist Germany, Alexander Krüger, notes that German economic output is rising and the bank has raised its Gross Domestic Product (GDP) growth forecast for 2026 to 1.3% and for 2027 to 1.1%.
United States Dollar Index trades under pressure as Yen buying accelerates
The US Dollar Index (DXY), which tracks the Greenback’s value against a basket of six major currencies, extends its decline on Monday as a sharp rally in the Japanese Yen (JPY) outweighs support from elevated geopolitical tensions and Federal Reserve (Fed) interest rate hike expectations.
Forex Today: Japanese GDP figures and China’s trade results in the limelight
The US Dollar (USD) has started the week on the back foot, rapidly leaving behind Friday’s uptick and refocusing on the downside.
A German landslide moved the Euro by nothing at all
EUR/USD holds above 1.1600, seven pips above where Monday opened. The pair has had three chances to move over four sessions and has taken none of them. Both central banks are priced to raise rates this month for the same energy shock, and a rate gap that is not moving does not move a currency.
United States: Sideways growth and oil shock risks – TD Securities
TD Securities expects US output growth to move sideways in 2026 as the prior Oil shock lingers and the Iran conflict poses stagflationary risks. GDP is forecast to end 2026 at 2.1% Q4/Q4, with unemployment around 4.2%. The bank assigns a 25% probability to a US recession over the next year.
The Japanese Yen has stopped trading the Federal Reserve
USD/JPY trades just above 154.00 after giving up close to two Yen on Monday, its weakest in six months. Nothing confirms an intervention, and Tokyo has no level left to defend at six-month Yen highs.
British Pound climbs as USD fades, Hormuz risk keeps Fed in play
The Pound Sterling (GBP) rises over 0.23% amid thin trading, as US markets remain closed for the Labor Day weekend, while the US-Iran conflict escalated, with both countries exchanging strikes around the Strait of Hormuz. The GBP/USD trades at 1.3541.
New Zealand Dollar struggles to gain traction as cautious RBNZ outlook weighs
NZD/USD trades around 0.5880 on Monday at the time of writing, posting a modest 0.06% decline on the day after two consecutive days of gains.