Noticias del mercado
Mantente al día de las noticias, datos y análisis que mueven el forex y los mercados financieros globales.
Australia CFTC AUD NC Net Positions: $-39.4K vs $-44.5K
Australia CFTC AUD NC Net Positions: $-39.4K vs $-44.5K
United States CFTC Oil NC Net Positions climbed from previous 123.4K to 129.9K
United States CFTC Oil NC Net Positions climbed from previous 123.4K to 129.9K
Malaysia: Hawkish pause keeps options open – DBS
DBS Group Research economist Chua Han Teng notes that Bank Negara Malaysia (BNM) held the Overnight Policy Rate at 2.75% while dropping language that the current level is appropriate. DBS expects rates to remain unchanged through 2026 but sees risks tilted towards a one-off policy normalisation.
Indian Rupee: Dollar inflows support INR but impulse may fade – OCBC
OCBC’s Christopher Wong notes that strong foreign-currency inflows linked to the RBI’s special measures have bolstered the Indian Rupee (INR) and strengthened the central bank’s FX buffer.
Brazil Trade Balance came in at 7.39B, above forecasts (7.14B) in August
Brazil Trade Balance came in at 7.39B, above forecasts (7.14B) in August
Eurozone: Inflation above target into 2027 – Nordea
Nordea expects Eurozone inflation dynamics to stay persistent, with headline inflation projected above the ECB’s target at least until spring 2027.
Turkey: CBRT likely to hold before two Q4 rate cuts - ING
ING’s Muhammet Mercan notes the Central Bank of the Republic of Türkiye (CBRT) has normalised liquidity via weekly repo auctions, bringing effective funding costs down to the 37% policy rate.
Australian Dollar resumes advance as US Dollar loses post-NFP momentum
AUD/USD resumes its advance on Friday after a brief bout of weakness following a stronger-than-expected United States (US) employment report.
EUR/USD Price Forecast: Euro forms potential higher low above 100-day SMA
EUR/USD sees sharp two-way price swings on Friday after a stronger-than-expected United States (US) employment report triggers fresh volatility. The pair initially fell to an intraday low of 1.1585 before recovering as the US Dollar (USD) struggled to sustain its gains.
European Central Bank: Dovish hold may follow September hike - Rabobank
Rabobank's Senior Macro Strategist Bas van Geffen expects the European Central Bank (ECB) to hike its deposit rate by 25bp to 2.50% next week and then hold at that level for an extended period.
Hungary: Inflation uptick complicates rate-cut path – ING
ING’s Peter Virovacz expects Hungarian industrial production to rebound in July, helping avoid a third-quarter GDP decline despite August headwinds from heatwave-related energy issues.
Swiss Franc loses ground upbeat US Nonfarm Payrolls
USD/CHF trades higher on Friday as stronger-than-expected United States (US) Nonfarm Payrolls (NFP) data trigger fresh volatility. The pair jumped to 0.8126 following the release before giving back part of its advance. At the time of writing, USD/CHF trades around 0.8102, up nearly 0.34% on the day.
Canada: Gradual improvement outlook on labour market – RBC
Royal Bank of Canada (RBC) economist Claire Fan notes Canada’s labour market lost 42,000 jobs in August, partly reversing earlier gains and leaving modest year-to-date job growth. She emphasizes structural factors like demographics and weaker immigration as key drags.