Noticias del mercado
Mantente al día de las noticias, datos y análisis que mueven el forex y los mercados financieros globales.
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.
Singapore Dollar: Bullish bias within tight range against US Dollar – UOB
United Overseas Bank (UOB) strategists Quek Ser Leang and Lee Sue Ann note USD/SGD held a narrow range on Wednesday and expect consolidation between 1.2765 and 1.2785 intraday. However, they highlight that short-term downward momentum has strengthened, opening scope for a move toward 1.2750 over the coming days, provided the pair stays below resistance at 1.2805. Their broader 1–3 month view still sees upside risk if 1.2871 breaks.
European Central Bank: December hike signalled as markets overprice path – Nomura
Nomura’s Andrzej Szczepaniak, George Buckley and Josie Anderson expect the ECB to keep the depo rate at 2.50% on 29 October, maintaining current quantitative tightening guidance.
British Pound retreats from 1.34 as Iran tensions boost USD demand
The Pound Sterling (GBP) retreats against the US Dollar (USD) on Thursday, down 0.16% after hitting a high of 1.3419 as Middle East tensions rise and US jobs data shows the labor market remains strong. This increases the chances that the Federal Reserve (Fed) may raise rates, but not in October.
Japanese Yen surges as risk-off mood drives safe-haven demand
USD/JPY loses nearly 0.65% on Thursday, on track for its biggest daily decline in a month, as growing concerns over AI-related investments weigh on global equities and dampen risk sentiment, driving renewed safe-haven demand for the Japanese Yen (JPY), which is outperforming across the board.
Australian Dollar retreats toward 0.7000 as Middle East tensions overshadow hawkish RBA
AUD/USD trades around 0.7010 on Thursday at the time of writing, down 0.21% on the day, as the Australian Dollar (AUD) retreats from a fresh monthly high.
United States 4-Week Bill Auction dipped from previous 4% to 3.945%
United States 4-Week Bill Auction dipped from previous 4% to 3.945%
China: Targeted policy focus as growth slows – HSBC
HSBC analysts review China’s latest macro data, noting GDP growth at 4.5% in Q3 2026, supported by stronger September activity but still constrained by weak domestic demand and investment.
British Pound: Gains extend as Euro tests channel support - Societe Generale
Societe Generale’s Kenneth Broux notes EUR/GBP has extended its decline after breaking the July low and is now testing support at the lower end of a multi‑month descending channel near 0.8370/0.8355.
Euro retreats as US Dollar regains ground, France's debt worries weigh
EUR/USD loses 0.33% on Thursday, reversing earlier gains as the US Dollar (USD) rebounds after slipping to a three-week low during Asian trading hours. Meanwhile, political turmoil in France and uncertainty surrounding the country's fiscal outlook continue to weigh on the Euro (EUR).
France's bond spreads near the 2011 crisis record: Why 1.1000 looms for the Euro
The Euro (EUR) is walking a tightrope between French fiscal risk and a firm Federal Reserve (Fed).