ข่าวตลาด
ติดตามข่าวสาร ข้อมูล และบทวิเคราะห์สำคัญที่ขับเคลื่อนตลาดฟอเร็กซ์และตลาดการเงินทั่วโลก
Korean Won: Export boom supports currency – DBS
Chang Wei Liang at DBS Group Research highlights Korea’s strong September export performance, driven by an AI-led semiconductor boom and a record monthly trade surplus.
USD/JPY: Range-bound view on BOJ caution – BBH
Brown Brothers Harriman’s Elias Haddad notes USD/JPY has surged to its 200-day moving average on broad Dollar strength, but expects the pair to trade within a 155.00–160.00 range near term.
Chile IMACEC rose from previous -1.5% to -1% in August
Chile IMACEC rose from previous -1.5% to -1% in August
Trump sees ramping up bombing Iran after midterms possible – Time Magazine
Here are comments delivered by United States (US) Donald Trump in an interview with Time Magazine.
British Pound tests 1.3200 as higher US yields and risk-off markets boost US Dollar
The British Pound (GBP) heads lower against the US Dollar (USD) on Wednesday, with the GBP/USD pair hitting three-month lows just below 1.3200 ahead of the US session opening.
Australian Dollar outperforms risky peers despite weak Trade Balance data
The Australian Dollar (AUD) trades higher against its risky peers, but is down versus safe-haven peers during the European trading session on Thursday.
Global Bonds: Selloff deepens with rising term premia – BBH
Brown Brothers Harriman’s Elias Haddad highlights a deepening global bond market selloff driven by tighter expected policy paths and rising real term premia.
USD/JPY: Yen soft as intervention absent – UOB
UOB Global Economics & Markets Research highlights USD/JPY reversed intraday losses to close flat at 157.41. The Japanese Yen weakened after Ministry of Finance data confirmed no FX intervention between 27 August and 28 September, following July’s record coordinated US-Japan operation.
US Treasuries: Long-end selloff extends to multi-decade highs – Deutsche Bank
Deutsche Bank’s Jim Reid describes severe stress in US Treasuries, with 10-year and 30-year yields pushing to post-2000s highs despite dovish PCE revisions.
EU trade: Strategic linkages and rare earths – Rabobank
RaboResearch Global Economics & Markets highlights how the European Union is reshaping trade policy, including linking market access for Thai canned tuna to EU-caught fish and forging a new partnership with Canada on firefighting and critical minerals.
Central banks: Political economy pressures build – Rabobank
Rabobank’s RaboResearch Global Economics & Markets discusses rising political scrutiny of central banks. The report argues central banks are a key pillar of the political economy facing potential role changes.
United States Challenger Job Cuts dipped from previous 52.881K to 43.281K in September
United States Challenger Job Cuts dipped from previous 52.881K to 43.281K in September
Japanese Yen: USD/JPY rises as October BoJ hike bets fade – MUFG
MUFG’s Lee Hardman reports the Japanese Yen has weakened about 0.5% against the US Dollar, lifting USD/JPY to 158.44, after the Bank of Japan’s (BoJ) Summary of Opinions disappointed expectations for an October rate hike.