Notícias do mercado
Fique por dentro das principais notícias, dados e análises que movem o forex e os mercados financeiros globais.
South Korean Won: Leads Asia FX on tech support – MUFG
Lloyd Chan at MUFG highlights that the Korean Won has outperformed regional peers, helped by a softer Dollar and a resilient semiconductor and AI investment cycle supporting exports and inflows.
Swedish Krona: Riksbank keeps hikes on table – BNY
BNY Mellon’s Geoff Yu reports the Swedish Riksbank left its policy rate at 1.75%, judging the stance well balanced amid stronger growth and inflation but a softer labor market. Underlying inflation is near 2% and summer readings beat forecasts.
Egypt CBE Interest Rate Decision meets forecasts (19%)
Egypt CBE Interest Rate Decision meets forecasts (19%)
United States EIA Natural Gas Storage Change below expectations (17B) in August 14: Actual (16B)
United States EIA Natural Gas Storage Change below expectations (17B) in August 14: Actual (16B)
Euro: Bullish trend eyes upper 1.17s against US Dollar – Scotiabank
Scotiabank strategists Shaun Osborne and Eric Theoret report that EUR/USD gains are being driven mainly by broad US Dollar (USD) weakness, with front-end spreads narrowing since late June and supporting Euro (EUR) fundamentals.
Indonesian Rupiah: BI pause keeps tightening risk alive – Commerzbank
Commerzbank’s Moses Lim highlights that Bank Indonesia left the BI Rate at 5.75%, balancing inflation, growth and IDR stability after earlier hikes. BI has expanded hedging incentives and CNY clearing to support inflows and FX stability, while keeping SRBI yields from rising further.
Canadian Dollar: Upside focus into 1.35–1.37 against US Dollar – Scotiabank
Scotiabank strategists Shaun Osborne and Eric Theoret highlight that USD/CAD is under pressure as broad US Dollar (USD) weakness combines with tentative progress on a US-Canada trade deal.
Indian Rupee: RBI defends manageable Dollar shorts – BNY
BNY Mellon’s Geoff Yu highlights comments from RBI Governor Sanjay Malhotra that the central bank’s net-short forward-Dollar position is still very manageable despite large bearish bets to support the Rupee.
Analysts agree: Indian Rupee should draw support from hawkish RBI, strong reserves
The Indian Rupee (INR) is balancing solid macroeconomic fundamentals and massive central bank reserves against renewed hawkish undertones from the Reserve Bank of India (RBI).
Fed's Daly: Rise in long term yields is a global issue
In an interview with Bloomberg TV on Thursday, Federal Reserve (Fed) Bank of San Francisco President Mary Daly argued that the rise in long term Treasury bond yields is a global issue and added that she doesn't see the Fed's credibility at risk.
Russia Central Bank Reserves $ increased to $755.6B from previous $740B
Russia Central Bank Reserves $ increased to $755.6B from previous $740B
Australian Dollar retreats as weak jobs data weighs on RBA rate outlook
AUD/USD declines 0.22% on Thursday and trades around 0.7110 at the time of writing.
Japanese Yen: Debt concerns shape FX outlook – Rabobank
Rabobank's Senior FX Strategist Jane Foley discusses USD/JPY in context of fiscal and debt dynamics in Japan and the United States (US).

