Noticias del mercado
Mantente al día de las noticias, datos y análisis que mueven el forex y los mercados financieros globales.
British Pound finds fresh momentum as BoE hawks set stage for US CPI
The Pound Sterling (GBP) gains against the US Dollar (USD) on Tuesday, up 0.28%, as investors seem confident the Bank of England (BoE) will raise rates at its November meeting, while they brace for the release of US inflation figures. At the time of writing, GBP/USD trades at 1.3244.
Neither a breakout nor a reversal: What OCBC, Commerzbank and ING expect from the US Dollar
Three banks agree the US Dollar (USD) is on solid footing for now, but none expects a decisive breakout or a sharp reversal soon. OCBC, Commerzbank and ING credit the Greenback's support to higher Oil prices, firm US yields and sticky Federal Reserve (Fed) tightening expectations.
Taiwan Dollar: Monetary tightening and housing recovery – DBS
DBS economist Ma Tieying expects the Central Bank of the Republic of China to raise its policy discount rate by 12.5bp to 2.125% in December as CPI stays above 2% and electricity price risks build.
Euro finds support from softer US Dollar, French fiscal risks linger
EUR/USD gains ground on Tuesday as the US Dollar (USD) retreats from recent highs, giving the Euro (EUR) some breathing room despite persistent concerns over France’s fiscal and political outlook. At the time of writing, the pair trades around 1.1192, up 0.33% on the day.
British Pound: Upside momentum builds against Euro – Societe Generale
Societe Generale strategists note EUR/GBP has continued its pullback after failing at the 0.8610 graphical hurdle linked to the February and March troughs. The cross has slipped below the July lows, reinforcing prevailing downside momentum.
Canadian Dollar: Modest gains against US Dollar - Scotiabank
Scotiabank strategists Shaun Osborne and Eric Theoret reports the Canadian Dollar (CAD) up 0.2% versus the US Dollar (USD) but underperforming other G10 currencies, with markets still pricing Bank of Canada (BoC) tightening into year-end despite weak labour data.
Australian Dollar : Key support at 0.6935 in focus against US Dollar – UOB
United Overseas Bank’s (UOB) Quek Ser Leang and Lee Sue Ann report AUD/USD slipping as the stronger US Dollar weighs on commodity currencies. Short‑term momentum has turned lower, with scope for a test of major support at 0.6935, though a sustained break is seen as unlikely.
United States Existing Home Sales (MoM) above forecasts (3.95M) in September: Actual (3.99M)
United States Existing Home Sales (MoM) above forecasts (3.95M) in September: Actual (3.99M)
United States Existing Home Sales Change (MoM) climbed from previous -2% to 1.5% in September
United States Existing Home Sales Change (MoM) climbed from previous -2% to 1.5% in September
Australian Dollar edges higher amid softer US Dollar, hawkish RBA
AUD/USD edges higher on Tuesday as a pullback in US Treasury yields weighs on the US Dollar (USD), pulling it away from recent highs. Meanwhile, hawkish signals from the Reserve Bank of Australia (RBA) provide underlying support to the Australian Dollar (AUD).
Indian Rupee: RBI defense limits losses against US Dollar – Societe Generale
Societe Generale's strategists note that the INR has rallied further, with USD/INR looking to break below the 95 handle as the RBI intensifies its FX defense. The central bank extended FX curbs to GIFT City and broadened use of risk reserves.
US Dollar: Supported but capped by CPI risks – OCBC
OCBC strategists Sim Moh Siong and Christopher Wong argue the US Dollar (USD) remains supported by higher Oil prices, firm US yields and resilient Federal Reserve (Fed) expectations, but not yet breaking out of its recent range. They note markets are focused on energy, US inflation and earnings, with a decisive USD move likely requiring a meaningful upside surprise in core CPI. The base case is for a supported but range-bound USD.
Euro: Lower year-end target at 1.13 against US Dollar – ING
ING’s Francesco Pesole writes that EUR/USD is moderately undervalued versus short-term fundamentals, reflecting a persistent France-related risk premium that could widen if French bonds sell off further. He sees a challenging backdrop for Euro bulls, expects a possible test of 1.110, and notes that ING has revised its EUR/USD forecast down to 1.13 for the fourth quarter of 2026 and first quarter of 2027.