ข่าวตลาด
ติดตามข่าวสาร ข้อมูล และบทวิเคราะห์สำคัญที่ขับเคลื่อนตลาดฟอเร็กซ์และตลาดการเงินทั่วโลก
Japanese Yen: Intervention drop seen capped near 153 – TD Securities
TD Securities strategists see the recent intervention-driven USD/JPY decline as cyclical rather than regime-changing. They expect December as the more likely timing for the next Bank of Japan (BoJ) hike and doubt sustained joint US‑Japan intervention support.
British Pound: Sterling pressured into autumn against Euro – Rabobank
Rabobank's Senior FX Strategist Jane Foley discusses recent British Pound (GBP) weakness versus the Euro (EUR), linking it to reduced Bank of England (BoE) tightening expectations and political developments under UK Prime Minister Burnham.
Oil: Geopolitics test supply routes – BNY
BNY’s Geoff Yu reports Oil prices rose after the Houthis claimed a missile strike on a Saudi tanker near Yanbu, highlighting risks to alternative export routes while Strait of Hormuz disruptions persist.
Strategists lower Euro forecasts, remain skeptical over Yen interventions – Reuters
Reuters’ latest poll of foreign exchange strategists shows a modest downward revision in Euro (EUR) forecasts while highlighting persistent market skepticism over the effectiveness of Japanese currency intervention.
Indian Rupee: RBI stance and inflows support Rupee – BBH
Brown Brothers Harriman’s (BBH) Elias Haddad reports USD/INR is firmer after recently testing a one‑month low, following the Reserve Bank of India’s (RBI) unanimous decision to keep its policy rate at 5.25% and maintain a neutral bias.
Brazilian Real: Limited policy easing caps FX impact – Commerzbank
Commerzbank’s Norman Liebke notes that markets expect a further 25 bps cut from the Brazilian Central Bank (BCB), but real rates would remain highly restrictive near 9.4%.
Canadian Dollar firms as Oil rebounds, USD softens on weaker ADP data
USD/CAD trades around 1.4040 on Wednesday at the time of writing, down 0.14% on the day, as the Canadian Dollar (CAD) benefits from a rebound in Oil prices.
Japanese Yen edges higher after weak US employment data
USD/JPY trades under modest pressure on Wednesday as easing tensions in the Middle East and weaker US labour market data weigh on the US Dollar (USD). At the time of writing, the pair trades around 157.45, down 0.2% on the day.
New Zealand Dollar: RBNZ seen hiking again – TD Securities
TD Securities reviews New Zealand’s Q2 labour report, noting unemployment rose to 5.6%, an 11‑year high, partly on higher participation, while employment still grew 0.5% quarter‑on‑quarter. Private-sector wages slightly beat consensus and the RBNZ’s May forecast.
Fed's Kashkari: Not calling for dramatic increase in rates
In an interview with CNBC on Wednesday, Minneapolis Federal Reserve (Fed) Bank President Neel Kashkari explained that he is not calling for a dramatic increase in interest rates.
Japanese Yen: US trade focus shapes intervention – Societe Generale
Societe Generale’s Kit Juckes, drawing on Scott Bessent’s perspective, argues that recent coordinated US-Japan action in the Japanese Yen is part of a broader US trade strategy.
United States ADP Employment Change below forecasts (70K) in July: Actual (44K)
United States ADP Employment Change below forecasts (70K) in July: Actual (44K)
Copper: Tight supply supports breakout above $14,000 – ING
ING’s Warren Patterson and Ewa Manthey highlight that Copper has surged above $14,000 per tonne on the LME, driven by tightening physical conditions and strong prompt demand.