Notícias do mercado
Fique por dentro das principais notícias, dados e análises que movem o forex e os mercados financeiros globais.
Japanese Yen underperforms against its peers into the weekend
The Japanese Yen (JPY) trades lower against its major currency peers on Friday. In the European trade, the USD/JPY pair is up 0.3% to near 158.25.
Canadian Dollar: Labor data may trigger dovish repricing – BBH
Brown Brothers Harriman highlights that USD/CAD is consolidating just above 1.4200 after touching fresh cyclical highs near 1.4300. Canada’s September labor force survey is the key release, with modest job gains and a higher unemployment rate expected.
Euro: Elusive recovery prospects against US Dollar – ING
Francesco Pesole at ING observes that EUR/USD has moved back above 1.120 on Dollar softness, but the Euro still struggles against other European currencies as markets keep pricing a French fiscal premium. He argues that French political and bond-market risks may persist, and ING still sees scope for EUR/USD to test the 1.110/1.112 area in the near term.
India FX Reserves, USD fell from previous $747.56B to $734.61B in September 28
India FX Reserves, USD fell from previous $747.56B to $734.61B in September 28
India Bank Loan Growth: 19.4% (September 14) vs 18.1%
India Bank Loan Growth: 19.4% (September 14) vs 18.1%
Mexican Peso: Banxico cautious on cuts as Peso risks linger – Commerzbank
Commerzbank’s Norman Liebke notes Banxico’s September minutes signal a board leaning toward further easing, though the policy rate stayed at 6.5%. He argues it is too early to see a clear November cut, given US elections, geopolitical risks and energy prices.
US Dollar: Upside risks persist with strong demand – BBH
Brown Brothers Harriman’s Elias Haddad notes that a modest pullback in energy prices has eased the global bond sell-off and slowed the recent Dollar rally. However, he stresses that US growth outperformance and strong foreign appetite for US securities keep USD risks skewed to the upside.
Canadian Dollar: Policy divergence weighs on CAD against US Dollar – Rabobank
Rabobank strategists Molly Schwartz and Christian Lawrence note that the recent USD/CAD rally reflects broad US Dollar (USD) strength rather than specific Canadian Dollar (CAD) weakness, with the pair consolidating near 1.425 after failing to break 1.43.
Gold edges higher but remains capped in tight range as Dollar and yields rebound
Gold (XAU/USD) trades on the front foot on Friday but struggles to extend its advance as the US Dollar (USD) and US Treasury yields show signs of stabilisation following Thursday’s sharp pullback.
Australian Dollar struggles to extend gains to near 0.7000, US CPI comes into focus
The Australian Dollar (AUD) is up 0.3% at around 0.6980 against the US Dollar (USD) during the European trading session on Friday. However, the pair is struggling to extend gains beyond 0.6990.
Gold Price Forecast: XAU/USD rallies to $4,200 as US yields retreat
Gold (XAU/USD) accelerates its recovery on Friday, favoured by a softer US Dollar, amid a moderate pullback in US yields.
Portugal Global Trade Balance down to €-9.619B in August from previous €-9.51B
Portugal Global Trade Balance down to €-9.619B in August from previous €-9.51B
Swiss Franc: Range trade bias holds against US Dollar – UOB
United Overseas Bank (UOB) analysts Quek Ser Leang and Lee Sue Ann note that USD/CHF shows slightly increased downside momentum, with scope to test 0.8290 but limited odds of a sustained break lower. For the coming days, they maintain that USD/CHF has likely entered a range-trading phase between 0.8245 and 0.8365, while over the 1–3 month horizon they see the pair continuing to rebound but lacking strength to revisit the July peak.