Noticias del mercado
Mantente al día de las noticias, datos y análisis que mueven el forex y los mercados financieros globales.
New Zealand NZIER Business Confidence (QoQ) climbed from previous 8% to 43% in 3Q
New Zealand NZIER Business Confidence (QoQ) climbed from previous 8% to 43% in 3Q
Singapore Dollar: MAS seen very slightly tightening – Standard Chartered
Standard Chartered’s Edward Lee expects the Monetary Authority of Singapore (MAS) to deliver another very slight tightening in October, raising the SGD NEER slope to 1.5% from 1.25% while keeping the band parameters unchanged.
Chinese Yuan: Sideways with firmer bias against US Dollar - UOB
United Overseas Bank (UOB) strategist Quek Ser Leang reports USD/CNH slipped to 6.7008 before closing at 6.7041, with intraday price action expected to stay between 6.7000 and 6.7105. For the coming 1–3 weeks, he continues to see the pair confined to a 6.6950–6.7270 range.
Markets just priced out rate hikes on financial stress. This chart shows why 2022-23 says they’ll be wrong
Traders have taken about one quarter-point hike out of their European Central Bank (ECB) forecasts since mid-September, betting the ECB will stop raising rates because of a French debt selloff.
United States: Domestic rare earth production push – ING
ING’s report by Coco Zhang and Ewa Manthey explains how the United States is enhancing domestic Rare earth production. Federal support now includes grants, loans, equity stakes, purchase agreements and price floors for key products like NdPr oxide and magnets.
British Pound slides as France fiscal shock lifts the US Dollar
The Pound Sterling (GBP) dives more than 0.19% against the US Dollar (USD) at the beginning of the week, despite a dip in US services sector activity and elevated US Treasury yields. The GBP/USD trades at 1.3218 at the time of writing.
EUR/CHF Price Forecast: 100-day SMA limits immediate downside
EUR/CHF holds modest losses on Monday as growing fiscal concerns in France weigh on the Euro (EUR).
Australian Dollar edges higher despite robust US services
AUD/USD advances on Monday, trading around 0.6970 at the time of writing, up 0.34% on the day. The pair manages to gain ground despite persistent strength in the US Dollar (USD), which remains supported by elevated Treasury yields and weakness in the Euro (EUR).
Euro: Fiscal stress and fewer ECB hikes weigh against US Dollar – BBH
Brown Brothers Harriman’s (BBH) Elias Haddad reports the Euro (EUR) is underperforming major currencies, with EUR/USD briefly hitting 1.1161, its lowest since May 2025. Elias Haddad flags France’s budget crisis spilling into wider Eurozone bond markets and complicating potential European Central Bank (ECB) Transmission Protection Instrument activation, leaving the Euro pressured by rising fiscal risk and expectations of a shallower ECB hiking cycle.
South Korean Won: Strong exports and policy support KRW – Commerzbank
Commerzbank’s Moses Lim notes that USD/KRW declined on Friday and over the week as robust South Korean exports and supportive policy actions bolstered the Korean Won. Elevated but easing inflation allows the Bank of Korea to stay hawkish while likely holding rates in October.
Indonesian Rupiah: Limited relief, challenging backdrop – OCBC
Christopher Wong at OCBC expects the Indonesian Rupiah (IDR) to see some near-term relief from softer United States (US) payrolls and a wider trade surplus, with policymakers emphasizing IDR stability.
Singapore Dollar: Range trade holds against US Dollar – UOB
United Overseas Bank (UOB) strategist Quek Ser Leang notes USD/SGD slipped to 1.2781 on Friday, with the SGD NEER staying well above its midpoint. For the intraday session, he expects the pair to hold within 1.2768–1.2832, aligning with technical levels at 1.2775/1.2815. On a 1–3 week and 1–3 month horizon, he still sees scope for a recovery toward 1.2835 while 1.2765 acts as strong support.
Euro falls back below 1.1200 as US Dollar dominates despite weaker ISM Services PMI
EUR/USD falls 0.60% on Monday and trades around 1.1190 at the time of writing. The pair remains under pressure as the US Dollar (USD) maintains positive momentum, supported in part by elevated US Treasury yields, while political and fiscal concerns in Europe weigh on the Euro (EUR).