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.
Copper: Tariff uncertainty and max CTA length – TD Securities
TD Securities analysts Ryan McKay and Bart Melek report that Copper’s recent rally has been driven mainly by supply-side factors linked to tariff-induced inventory depletion.
British Pound under pressure as hot PPI puts Fed hike in play
The Pound Sterling (GBP) loses traction against the US Dollar (USD) on Thursday after the latest US producer inflation report, which exceeded estimates, prompting investors to price in a more hawkish Federal Reserve (Fed). At the time of writing, GBP/USD trades at 1.3525, down 0.17%.
British Pound: Consolidation against US Dollar before UK data and BoE – Scotiabank
Scotiabank strategists Shaun Osborne and Eric Theoret note GBP/USD is little changed as it extends its recovery from last week’s lows, with risk set to rise on upcoming United Kingdom (UK) trade and industrial data.
United States: Higher August forecast with methodology shift – TD Securities
TD Securities economists Eli Nir and Oscar Munoz raise their August core PCE forecast after stronger PCE-relevant components in the August PPI report. They now expect core PCE at 0.24% m/m and 3.3% y/y, with headline PCE at 0.33% m/m and 3.8% y/y.
Australian Dollar eases from four-month high
The Australian Dollar eased against the US Dollar on Thursday, slipping back below the 0.7200 mark after touching its highest level since mid-May earlier in the week. AUD/USD trades in the 0.7160 area, lower on the day, as a firmer US Dollar pulls the pair away from a recent peak around 0.7220.
European Central Bank: Two more hikes remain the baseline – Nordea
Nordea analysts Jan von Gerich and Tuuli Koivu note that the European Central Bank (ECB) delivered a 25bp rate hike and signalled a bias toward further tightening as its projections show Eurozone inflation above target through 2028.
United States EIA Natural Gas Storage Change came in at 40B, above expectations (35B) in September 4
United States EIA Natural Gas Storage Change came in at 40B, above expectations (35B) in September 4
Euro gains modestly against British Pound after ECB delivers widely expected hike
EUR/GBP trades with a modest positive bias on Thursday but stays within the narrow range that has been in place for more than a week.
Canadian Dollar: Range trade with upside bias against US Dollar – Scotiabank
Scotiabank strategists Shaun Osborne and Eric Theoret note USD/CAD is holding a tight sideways range near 1.38 with no domestic data, leaving the Canadian Dollar (CAD) driven by external factors and technicals.
Japanese Yen: BoJ risks skewed to stronger Yen – BBH
Brown Brothers Harriman's (BBH) Elias Haddad reports that the recent USD/JPY decline has stalled despite hawkish comments from Bank of Japan (BoJ) member Kazuyuki Masu, with markets already pricing a 25 bps hike to 1.25% on September 18.
United States Existing Home Sales (MoM) in line with forecasts (3.98M) in August
United States Existing Home Sales (MoM) in line with forecasts (3.98M) in August
United States Wholesale Inventories meets expectations (1.3%) in July
United States Wholesale Inventories meets expectations (1.3%) in July
United States Existing Home Sales Change (MoM) down to -2% in August from previous -1.7%
United States Existing Home Sales Change (MoM) down to -2% in August from previous -1.7%