Noticias del mercado
Mantente al día de las noticias, datos y análisis que mueven el forex y los mercados financieros globales.
US Dollar: AI-driven reversal after CPI gains – MUFG
MUFG’s Lee Hardman notes the US Dollar has quickly surrendered gains made after the stronger US CPI report, with the Dollar Index retreating from a year-to-date high near 102.95 back towards 102.00. He links the move to an unwind of AI-related trades and risk-off conditions, but stresses that firm inflation data and Fed expectations still provide a supportive backdrop for the Dollar.
US Dollar Index Price Forecast: DXY flirts with 23.6% Fibo. support below 102.00
The US Dollar Index (DXY), which tracks the Greenback against a basket of currencies, attracts heavy selling on Thursday, extending the previous day's retracement slide from the 103.00 neighborhood, or a fresh high since April 2025.
US Dollar: Resilient growth supports upside through 1H27 – OCBC
OCBC’s Sim Moh Siong and Christopher Wong note that hotter US CPI has revived Federal Reserve tightening fears, but the US Dollar’s rally has been constrained by reversing Treasury yields and AI-led equity weakness.
Dow Jones futures gains ahead of US PPI, Retail Sales data
Dow Jones futures rise by 0.46% to trade near 52,090 during European hours on Thursday. S&P 500 futures decline 0.33% to trade around 7,740, while Nasdaq 100 futures fall by 1.30% to near 29,780.
102.00: United States Dollar Index skids below this level
The US Dollar (USD) underperforms its major currency peers on Thursday as hot United States (US) Consumer Price Index (CPI) data for September has failed to bring a meaningful impact on Federal Reserve’s (Fed) interest rate expectations.
Fed's Daly: More rate hikes likely, timing still under consideration
Federal Reserve (Fed) President Mary Daly said on Wednesday that the central bank will probably need to increase short-term interest rates further to rein in too-high inflation. However, she also signaled there's no need to do so at the Fed's October 27-28 meeting.
Fed Beige Book flags intensifying price pressures
The US Federal Reserve (Fed) released its Beige Book, a qualitative report that summarises regional and national economic conditions and is used by the Federal Open Market Committee (FOMC) at each of its eight monetary policy meetings.
Forex Today: More US inflation alongside jobs in Oz
The US Dollar (USD) regained strong upside traction, climbing once again to fresh tops on Wednesday.
US Dollar Index roars towards 103 as hot CPI reignites Fed hike bets
The US Dollar Index (DXY), which tracks the performance of the Greenback against a basket of six major currencies, surges over 0.69% on Wednesday as US inflation data trumps the Federal Reserve (Fed) rhetoric that no rate hikes are needed in 2027.
Canadian Dollar weakens as US CPI puts October Fed hike in play
USD/CAD climbs on Wednesday, reversing the previous day’s losses as the US Dollar (USD) rallies to a fresh year-to-date high following higher-than-expected US inflation data. At the time of writing, USD/CAD trades around 1.4287, up 0.50% on the day near 18-month highs.
British Pound slides as US CPI lifts Fed rate-hike expectations
GBP/USD loses around 0.52% on Wednesday as higher-than-expected US inflation data reinforce expectations of further Federal Reserve (Fed) interest rate hikes, triggering fresh buying in the US Dollar (USD), while US Treasury yields also rebound sharply.
US Dollar: CPI to test hawkish conviction – DBS
DBS Group Research economist Philip Wee highlights how upcoming US CPI data will challenge the US Dollar’s hawkish narrative. He notes New York Fed President John Williams supports another rate hike before end-2026 but questions further tightening in 2027.
US Dollar: CPI surprise could lift DXY toward 105 - MUFG
MUFG’s Derek Halpenny highlights that G10 FX volatility has eased after the recent spike driven by higher US yields, but warns risks remain skewed to renewed turbulence. He links Middle East tensions, potential US involvement, and energy prices to further upside in yields and Dollar strength.