Notícias do mercado
Fique por dentro das principais notícias, dados e análises que movem o forex e os mercados financeiros globais.
Canada: Investment risk and USMCA reliability – Societe Generale
Dev Ashish at Societe Generale highlights that the Trump administration’s threatened 50% tariff on Canadian vehicles and parts signals a broader push to redirect manufacturing investment to the US, challenging USMCA reliability.
WTI slides as traders shrug off US sanctions on Iran, Hormuz risks persist
West Texas Intermediate (WTI) Oil edges lower on Tuesday, extending its decline for a second straight day as traders look past Washington’s latest economic pressure on Iran.
Mexican Peso: Carry appeal faces crowding risk – MUFG
MUFG analysts Derek Halpenny and Abdul-Ahad Lockhart state that the Mexican Peso continues to benefit from low FX volatility and strong carry demand, with USD/MXN breaking below 17.00 for the first time since June 2024.
Japanese Yen: BoJ September risk looms in flat range against US Dollar – Scotiabank
Scotiabank strategists Shaun Osborne and Eric Theoret note USD/JPY trading in a relatively flat range between 158.00 and the mid-159s as the Japanese Yen (JPY) underperforms most G10 currencies.
US Dollar: Credibility risks for USD – TD Securities
TD Securities argues that Jackson Hole is more about Federal Reserve (Fed) credibility than new guidance for the US Dollar (USD). They see rate expectations staying anchored, but warn that any failure by Chair Warsh to reaffirm the inflation mandate could weigh on USD.
Silver retreats ahead of US PCE data, but underlying support persists
Silver (XAG/USD) extends its decline on Tuesday and trades around $67.50 at the time of writing, down 1.43% on the day.
Euro: Upside limited above fair value against US Dollar – Scotiabank
Scotiabank strategists Shaun Osborne and Eric Theoret report EUR/USD consolidating in the mid to upper 1.16s after stronger German IFO and Gross Domestic Product (GDP) data, which should bolster European Central Bank (ECB) confidence ahead of the September 10 meeting.
US CB Consumer Confidence Index eases to 89.4 in August
US consumer sentiment loses some momentum in August, as the Conference Board’s Consumer Confidence Index recedes to 89.4 from July’s 90.2 (revised from 90.8).
United States New Home Sales (MoM) came in at 0.607M, below expectations (0.62M) in July
United States New Home Sales (MoM) came in at 0.607M, below expectations (0.62M) in July
United States Richmond Fed Manufacturing Index below forecasts (7) in August: Actual (4)
United States Richmond Fed Manufacturing Index below forecasts (7) in August: Actual (4)
United States New Home Sales Change (MoM) declined to -10.5% in July from previous 1.6%
United States New Home Sales Change (MoM) declined to -10.5% in July from previous 1.6%
Gold: Overbought rally eyes key resistance – UOB
UOB’s Quek Ser Leang notes that Spot Gold remains in a broader uptrend after breaking above a key declining trendline and reaching an intraday high near $4,700.
Copper: Supply setbacks push market into deficit – Commerzbank
Commerzbank’s Barbara Lambrecht notes Copper prices are rising again as ICSG data show a significant June deficit and a sharply reduced year‑to‑date surplus.