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British Pound surges as hot US PPI fails to revive Fed hike bets
The Pound Sterling (GBP) registers solid gains against the US Dollar (USD) on Thursday, even though the latest US inflation data, rather than fueling speculation of an October Fed hike, is nearly cementing the case for December.
Eurozone: De-risking versus de-industrialisation – Rabobank
RaboResearch highlights that Chinese competition is eroding key Eurozone industrial surpluses in vehicles, chemicals and machinery, raising economic-security concerns.
United States: PCE Inflation forecast and Fed stance – TD Securities
TD Securities economists Eli Nir and Oscar Munoz lower their September core PCE forecast to 0.32% month-on-month and headline PCE to 0.49% after weaker PCE-relevant components in PPI.
United States EIA Natural Gas Storage Change below forecasts (76B) in October 9: Actual (67B)
United States EIA Natural Gas Storage Change below forecasts (76B) in October 9: Actual (67B)
Swiss Franc gains ground as US Dollar retreats despite hot inflation data
USD/CHF slips to two-week lows on Thursday as a sharp pullback in US Treasury yields weighs on the US Dollar (USD), overshadowing hotter-than-expected US producer inflation data.
Japanese Yen holds firm despite hotter-than-expected US producer inflation
USD/JPY extends its decline on Thursday, trading around 157.85 at the time of writing, down 0.30% on the day. The pair falls to its lowest level in a week, pressured by a stronger Japanese Yen (JPY) and declining US Treasury yields.
United States Business Inventories meets expectations (0.4%) in August
United States Business Inventories meets expectations (0.4%) in August
Hungarian Forint: Bullish FX stance faces global headwinds – ING
ING’s team sees the Forint supported by fiscal consolidation expectations and steps toward Euro adoption, but warns that global factors such as higher energy prices, a strong US Dollar and eurozone bond market stress could cap gains.
Euro rebounds as falling US yields outweigh hotter-than-expected PPI
EUR/USD trades on the front foot on Thursday as falling US Treasury yields weigh on the US Dollar (USD). However, the Euro’s (EUR) upside appears limited as stronger-than-expected US economic data reinforce hawkish Federal Reserve (Fed) expectations.
Singapore Dollar: MAS stance supports resilience – MUFG
MUFG’s Lloyd Chan notes that Singapore’s economy grew 5.4% year-on-year in Q3, moderating from 2Q but beating consensus. MAS left the S$NEER policy band unchanged, expecting AI-related demand to support near-term growth even as the positive output gap narrows. Core inflation is seen slightly above 2% until 1H 2027, with SGD likely to stay relatively resilient.
Russia Central Bank Reserves $ above expectations ($0B): Actual ($723.5B)
Russia Central Bank Reserves $ above expectations ($0B): Actual ($723.5B)
China: Export surge and stronger PPI – Commerzbank
Commerzbank’s Dr. Henry Hao highlights a sharp acceleration in China’s September exports and a record trade surplus with both the US and EU. Producer prices rose faster than expected, driven by Oil and AI-related costs, while credit growth picked up on government bond issuance but remained uneven. The strong surplus arrives as EU-China trade tensions over sector safeguards intensify.
United States producer inflation jumps 6.3% in September vs. 5.3% expected
Producer inflation in the United States (US), as measured by the change in the Producer Price Index, climbed to 6.3% in September from 5.6% in August. This print surpassed the market expectation of 5.3% by a wide margin.