Notícias do mercado
Fique por dentro das principais notícias, dados e análises que movem o forex e os mercados financeiros globais.
Bank of Canada: Growth inflation trade-off in focus – RBC
Royal Bank of Canada’s (RBC) Claire Fan highlights that the Q3 Canadian Business Outlook Survey underscores a difficult growth-inflation trade-off for the Bank of Canada (BoC) ahead of its next decision.
BoE's Greene worried that "stance is not restrictive enough"
Megan Greene, a member of the Bank of England's (BoE) Monetary Policy Committee (MPC), said on Tuesday that she is concerned “over [the] BoE estimate of target-consistent pay growth,” and added that more wage disinflation is needed to meet the Consumer Price Index (CPI) target.
China: Growth momentum supports CNY backdrop – MUFG
MUFG’s Michael Wan notes China’s Q3 GDP growth firmed to 4.5% year-on-year, slightly above consensus, with September industrial production accelerating and fixed asset investment contractions narrowing.
Forex Today: UK inflation comes to the fore
The US Dollar (USD) has further extended its corrective move on Tuesday, at some point easing to three-week lows, as investors continued to assess hopes of a potential US-Iran agreement, as per still-unconfirmed news.
European Central Bank: Core inflation pressures and rate path – Commerzbank
Commerzbank’s Dr. Vincent Stamer analyzes Euro area inflation, highlighting that high energy costs are already feeding into goods and services prices. The bank’s Quant Model projects headline inflation near 4% in coming months and core inflation rising above 3% over the next year.
AUD/USD Price Forecast: Double bottom takes shape as RSI approaches 50
AUD/USD edges higher on Tuesday, extending its gains for the third consecutive day, supported by a pullback in the US Dollar (USD) from the 18-month highs touched last week, while the Reserve Bank of Australia’s (RBA) hawkish stance keeps underlying demand for the Australian Dollar (AUD) intact.
BoE’s Greene warns stalled wage disinflation raises inflation risks
Megan Greene, a member of the Monetary Policy Committee (MPC) of the Bank of England (BoE), said on Tuesday that “wage disinflation has stalled,” a hint that salaries could begin to push prices higher.
Canadian Dollar: CAD gains against US Dollar on BoC bets – Scotiabank
Scotiabank strategists Shaun Osborne and Eric Theoret report USD/CAD trading near 1.4054, with the Canadian Dollar (CAD) supported by Alberta’s strong rejection of separation and higher Oil prices.
Canadian Dollar climbs to one-month highs as BoC rate-hike bets strengthen
USD/CAD extends its losing streak on Tuesday as the Canadian Dollar (CAD) draws support from a softer US Dollar (USD) and growing expectations of a Bank of Canada (BoC) interest rate hike. Meanwhile, traders assess conflicting headlines surrounding diplomatic efforts in the Middle East.
Federal Reserve: December hike seen as cycle peak – BNY
In the rates outlook, BNY Markets’ John Velis expects no Federal Reserve rate increase in October, with markets pricing a low probability for an immediate move. He sees December as the next likely and final hike of this cycle, noting that implied policy rates out to December 2027 have eased from their most hawkish levels as inflation remains largely supply-driven.
British Pound: Bullish flag points to range highs against US Dollar – Scotiabank
Scotiabank strategists Shaun Osborne and Eric Theoret see the British Pound (GBP) supported by stronger-than-expected UK labour data. Unemployment fell to 4.7% versus 4.9% expected, while earnings excluding bonuses rose 3.7%, reinforcing Bank of England (BoE) tightening expectations.
New Zealand GDT Price Index up to 2.5% from previous 1.2%
New Zealand GDT Price Index up to 2.5% from previous 1.2%
Canadian Dollar: Rate-hike odds rise as energy supports economy – Commerzbank
Commerzbank’s Norman Liebke reports that markets now see a sharply higher probability of a Bank of Canada rate hike on 28 October after Governor Macklem flagged stronger support from high Oil prices and likely upward revisions to inflation forecasts. Recent data show headline inflation above prior BoC projections, while surveys point to elevated price expectations despite limited evidence of broadening pressures.