Tin tức thị trường
Cập nhật các tin tức, dữ liệu và phân tích quan trọng tác động đến forex và thị trường tài chính toàn cầu.
New Zealand Dollar slips as firm US Dollar and Oil keep the Kiwi pinned
The New Zealand Dollar (NZD) trades near 0.5900 against the US Dollar (USD) on Monday, giving back a little ground after a run toward multi-day highs last week.
Forex Today: US Dollar firms as Oil surges on Hormuz
The US Dollar (USD) traded broadly firmer on Monday, with the US Dollar Index (DXY) up around 0.2% and holding just above 99.80 as Oil surged more than 6% on the ongoing Strait of Hormuz standoff.
China: Cost-driven reflation and narrow profit gains – Standard Chartered
Standard Chartered analysts Carol Liao and Moriarty Lam argue that China’s reflation remains largely cost-driven, with industrial profit recovery concentrated in AI- and oil-related sectors. They highlight that domestic demand continues to lag supply, creating a persistent imbalance.
WTI jumps over 6% as Strait of Hormuz reopening remains uncertain
West Texas Intermediate (WTI) jumps more than 6% on Monday, erasing last week’s losses as uncertainty over when the Strait of Hormuz will reopen keeps supply concerns and the geopolitical risk premium firmly in place. At the time of writing, WTI trades around $81.15 per barrel, near a one-week high.
Breaking: Iran won't negotiate with the US until Trump's term is done
In a major setback to efforts to reopen the Strait of Hormuz and cool Middle East tensions, Iran ruled out any future negotiations with United States (US) President Donald Trump, according to Iranian outlets and a X post by an adviser to Parliament Speaker Mohammad Bagher Ghalibaf.
Federal Reserve: Sideways growth and sticky inflation – TD Securities
TD Securities’ US economists Oscar Munoz and Eli Nir expect US output growth to move sideways in 2026 as the lingering Oil shock and Iran-related risks keep the Federal Reserve on hold through year-end.
WTI Oil jumps over 3% as Iran sets conditions for Strait of Hormuz reopening
West Texas Intermediate (WTI) US Oil rises 3.20% on Monday and trades around $78.80 at the time of writing. Oil prices retain strong daily gains, supported by uncertainty surrounding the reopening of the Strait of Hormuz and persistent tensions in the Middle East.
Oil: Strait risk and cautious positioning – ING
ING analysts Ewa Manthey and Warren Patterson note that Oil prices remain supported by uncertainty around the Strait of Hormuz as US-Iran negotiations continue.
Brent: Iran talks keep risk premium in focus – Deutsche Bank
Deutsche Bank strategists highlight that negotiations between Iran and Oman over a new shipping framework through the Strait of Hormuz remain finely balanced, with Tehran linking any lasting arrangement to broader demands on the US.
WTI comes off from day’s high as investors seeks clarity on Hormuz reopening
West Texas Intermediate (WTI), futures on NYMEX, gives back some of its early gains, but it still 1.6% higher at around $77.55 during the European trading session on Monday. The oil price retreats from its day’s high as fears of a prolonged global energy supply disruption have escalated.
Brent: Cautious trade with geopolitical risks – Rabobank
Rabobank’s Bas van Geffen notes that talks on reopening Hormuz are progressing slowly, with Iran adding new conditions on the United States (US), keeping geopolitical risk elevated for Oil.
Equities: Falling oil and AI rebound drive record highs - Deutsche Bank
Deutsche Bank strategists report that falling energy prices and softer Federal Reserve (Fed) expectations helped push the S&P 500 and other major equity indices to new record highs last week.
Canadian Dollar weakens as US Dollar strengthens on rising risk aversion
USD/CAD gains ground after registering over 0.5% losses in the previous day, trading around 1.3950 during the early European hours on Monday. The pair gains ground as the US Dollar (USD) strengthens on rising safe-haven demand, driven by heightened geopolitical caution.