Notícias do mercado
Fique por dentro das principais notícias, dados e análises que movem o forex e os mercados financeiros globais.
Euro holds ground as US Dollar steadies, markets brace for Iran sanctions
EUR/USD trades flat on Monday as the US Dollar (USD) steadies and markets settle into a calmer tone following the sharp volatility triggered by the US Treasury’s surprise buyback announcement last week. At the time of writing, the pair trades around 1.1670, hovering near levels last seen in mid-May.
Federal Reserve: Warsh faces a communication test – DBS
DBS Bank strategist Philip Wee argues that Fed Chairman Kevin Warsh’s rejection of forward guidance is amplifying market volatility and complicating the policy mix with the Treasury.
Reuters: US Treasury's Scott Bessent to announce more sanctions on Iran
The United States (US) Treasury is expected to broaden the scope of secondary sanctions it can impose on entities and countries that maintain business ties with Iran, reports Reuters.
United States: Sideways growth with stagflation risks – TD Securities
TD Securities strategists expect United States (US) output growth to move sideways in 2026, with their Gross Domestic Product (GDP) tracker at 2.5% quarter-on-quarter annualized and full-year growth slightly below trend at 2.1% Q4/Q4.
Canadian Dollar: Trade war escalation threatens recent strength – MUFG
MUFG's Derek Halpenny argues the Canadian Dollar’s (CAD) reaction to the new US tariffs on USD 20bn of Canadian exports will hinge on escalation risks rather than the initial measures.
Euro: Range consolidation against US Dollar as growth gap narrows – Societe Generale
Societe Generale’s Kit Juckes notes EUR/USD has retraced half of its drop from above 1.20 to 1.1325 and is now stuck in a range as markets await fresh US data.
US Dollar: Policy risks keep downside bias – ING
ING’s Chris Turner, Francesco Pesole and Frantisek Taborsky note the Dollar starts the week soft as markets await US policy signals from the White House.
United States Chicago Fed National Activity Index dipped from previous -0.02 to -0.08 in July
United States Chicago Fed National Activity Index dipped from previous -0.02 to -0.08 in July
Australian Dollar: Cooling inflation but carry remains supportive – BBH
Brown Brothers Harriman’s (BBH) Elias Haddad expects Australia’s July Consumer Price Index (CPI) to ease, with headline and trimmed mean inflation drifting lower, in line with softer labor conditions and wage growth.
WTI Oil retreats toward $85 ahead of US economic offensive against Iran
West Texas Intermediate (WTI) US Oil falls 1.55% on Monday and trades around $85.00 at the time of writing, giving back some of its recent gains as investors take profits ahead of the announcement of new US sanctions against Iran.
CEE FX: Koruna leads as policy diverges – Commerzbank
Commerzbank’s Tatha Ghose reviews recent CEE FX performance, noting that the euro’s strength above 1.17 has supported high-beta PLN and HUF, while the Czech koruna has also gained despite its lower beta profile.
Silver Price Forecast: Buyers stall near $70 after strong rally
Silver (XAG/USD) is little changed on Monday, fluctuating between modest gains and losses near its highest level since mid-June, with buyers struggling to clear the $70 psychological mark.
Hungarian Forint: MNB easing and HUF carry prospects – BNY
BNY’s Geoff Yu describes Hungary as a constructive story within EMEA, with post-election re-rating and scope for continued MNB easing.