Noticias del mercado
Mantente al día de las noticias, datos y análisis que mueven el forex y los mercados financieros globales.
Australia S&P Global Services PMI: 47.8 (October) vs previous 51.9
Australia S&P Global Services PMI: 47.8 (October) vs previous 51.9
Australia S&P Global Manufacturing PMI increased to 49.7 in October from previous 49.6
Australia S&P Global Manufacturing PMI increased to 49.7 in October from previous 49.6
Indonesian Rupiah: Finding footing despite MSCI risks - DBS
DBS Group Research’s Philip Wee notes that USD/IDR has been relatively stable after Bank Indonesia kept its benchmark rate at 5.75% while deploying targeted tools to support the Indonesian Rupiah.
USD/CHF Price Forecast: Bulls defend 50-day SMA near 0.8200
The USD/CHF pair edges lower on Thursday, losing 0.46% and dropping towards 0.8200 as safe-haven currencies like the Swiss Franc (CHF) and the Japanese Yen (JPY) are the only currencies appreciating against the Greenback during the day. At the time of writing, the pair trades at 0.8205.
Chinese Yuan: Gradual gains toward 6.6640 against US Dollar – UOB
United Overseas Bank (UOB) strategists Quek Ser Leang and Lee Sue Ann note USD/CNH is drifting lower, with intraday risks skewed toward a brief dip below 6.6700, though they do not expect a sustained break.
Silver Price Forecast: XAG/USD breaks $55 as bears target $50
Silver (XAG/USD) price sinks over 5% on Thursday as yield-seeking investors buy US Treasuries. Although this tumbled US Treasury yields, the white metal failed to gain traction due to rising energy prices and a strong US Dollar.
Gold slides as safe-haven demand shifts to US Treasuries despite lower yields
Gold (XAU/USD) collapses over 2% on Thursday as investors flee to the safety of US Treasuries amid falling yields and US equities. Concerns over technology companies' credit risks are mounting as investors seek evidence that massive AI investments will deliver returns.
South Korean Won: Hawkish BoK hold supports gains against US Dollar – Societe Generale
Societe Generale notes that the Korean Won (KRW) has risen to a fresh two-year high near 1323/USD after the Bank of Korea (BoK) unanimously kept its policy rate at 3.0% with a hawkish tone. The bank plans to maintain a restrictive stance until inflation converges to 2% and expects stronger economic growth in 2026 and 2027, while exporter Dollar selling and robust exports further support KRW.
European Central Bank: Gradual tightening points to December hike – Rabobank
Rabobank’s Bas van Geffen expects the European Central Bank (ECB) to keep policy unchanged at its October meeting, with the deposit rate at 2.50%, and to deliver a final hike in December. He highlights persistent upside inflation risks but notes no evidence of broad-based second-round effects.
Forex Today: It’s PMIs day!
The US Dollar (USD) was unable to maintain its recovery, coming under some modest selling pressure in the latter part of Thursday’s NA session.
New Zealand Dollar loses ground as inflation eases in third quarter
NZD/USD pauses a five-day winning streak on Thursday following softer-than-expected domestic inflation data. However, the pair lacks follow-through selling as the US Dollar (USD) remains on the back foot amid declining US Treasury yields.
Indonesian Rupiah: Policy mix supports currency, challenges persist – Commerzbank
Commerzbank’s Charlie Lay and Dr. Henry Hao note that Bank Indonesia kept the BI-Rate at 5.75% while tightening liquidity conditions via a higher Deposit Facility rate and lower reserve requirements to support the Indonesian Rupiah.
Producer prices are up 6.3%. Consumer prices only 3.7%. This chart shows who eats the gap
The Producer Price Index rose 6.3% in the year to September and the Consumer Price Index 3.7%, the widest gap since 2022. Inside the S&P 500, energy and technology companies collect the difference, the rest pay it, and shoppers get their turn in 2027.