Notícias do mercado
Fique por dentro das principais notícias, dados e análises que movem o forex e os mercados financeiros globais.
US Dollar: Fed repricing risk caps downside – Rabobank
Rabobank’s Senior FX Strategist Jane Foley notes the US Dollar (USD) has outperformed G10 peers on expectations the Fed will deliver around 100 bps of tightening over 12 months, but warns this may be excessive.
US Dollar: Fed pricing creates asymmetric risks – BBH
Brown Brothers Harriman’s (BBH) Elias Haddad says the US Dollar (USD) remains supported by energy-driven risk aversion ahead of the FOMC decision.
US Dollar: Modestly bearish path under gridlock – TD Securities
TD Securities’ Jayati Bharadwaj expects a divided Congress to keep macro fundamentals as the main driver for FX, maintaining a modestly bearish view on the Dollar into year-end.
US Dollar: Fed path and credibility in focus – Commerzbank
Commerzbank’s Antje Praefcke notes that the FOMC is widely expected to raise the federal funds rate by 25 basis points after stronger-than-expected August inflation. She argues that a surprise pause would hurt Fed credibility and the Dollar, while a hike is largely priced in.
Why is the US Dollar firm when the Federal Reserve hike is already fully priced in?
The US Dollar (USD) is trading with a firm undertone heading into the Federal Open Market Committee (FOMC) interest rate decision, supported by a relentless march higher in US Treasury yields that has pushed the 10-year yield to 5.00% and the 2-year yield to 4.66%.
US Dollar: Higher yields and oil support – MUFG
MUFG’s Lloyd Chan notes that the US Dollar has strengthened modestly as US Treasury yields climb, with the US 10-year yield reaching 5.00% and the 2-year at 4.66%.
Dow Jones futures tick higher ahead of Fed interest rate decision
Dow Jones futures gain by 0.14% to trade near 52,190 during European hours on Wednesday. Meanwhile, S&P 500 futures rise by 0.21% to trade around 7,600, while Nasdaq 100 futures advance by 0.42% to trade near 29,080.
US Dollar: Warsh guidance keeps Greenback supported – ING
ING strategists Francesco Pesole and Frantisek Taborsky note that markets fully expect the Federal Reserve to raise rates by 25bp to 4.0%, with a surprise hold seen as materially negative for the Dollar.
United States Dollar Index (DXY) eases from two-week top, holds above 99.50 ahead of Fed
The US Dollar Index (DXY), which tracks the Greenback against a basket of currencies, retreats slightly from a two-week high, retested earlier this Wednesday, though it lacks follow-through selling.
Forex Today: US Dollar firms as markets brace for Fed rate decision
The US Dollar Index (DXY) gained to 99.60 mark on Tuesday, and the bond market drove the move.
100 threshold: United States Dollar Index faces make-or-break Fed decision
The US Dollar Index (DXY) holds firm near a two-week high on Tuesday as traders prepare for the Federal Reserve’s (Fed) monetary policy decision on Wednesday. At the time of writing, the index trades around 99.66, up 0.17% on the day.
Dow Jones Industrial Average slides as yields beat the Fed to tomorrow's hike
The Dow Jones Industrial Average trades just under 52,000, down around 450 points, a day before the Fed's first expected hike since July 2023. Bets in the futures market put the odds of a quarter-point at 92.5%, so Wednesday's vote is not the news.
US Dollar: FOMC scenarios guide Dollar reaction – TD Securities
TD Securities’ macro team, including Oscar Munoz and colleagues, expects the FOMC to deliver a 25bps hike, with the dot plot signaling fewer hikes than markets imply.