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.
Euro holds modest gains as US Dollar lacks momentum, Eurozone inflation in focus
EUR/USD holds modest gains on Monday during American trading hours as the US Dollar (USD) struggles to build on Friday’s strength, which followed hawkish remarks from Federal Reserve (Fed) Chair Kevin Warsh at the Jackson Hole Symposium.
Bank of Canada: Tariffs reshape rate risks – NBC
National Bank of Canada's (NBC) Taylor Schleich and Ethan Currie expect the Bank of Canada (BoC) to keep its overnight rate at 2.25% and maintain current balance sheet policy.
Japanese Yen: BoJ normalization expectations and contained moves – BNY
Wee Khoon Chong at BNY reports strong Japanese macro data and resilient housing and commerce indicators, supporting the narrative that Japan has exited deflation and Bank of Japan (BoJ) normalization remains in play.
Bank of Canada: Policy on hold as tariffs bite – Rabobank
Rabobank strategists expect the Bank of Canada (BoC) to keep its overnight rate at 2.25% at the September 2 meeting and through 2027, despite markets pricing in around 17bp of tightening by year-end.
Chile Industrial Production (YoY): -5.1% (July) vs previous 1.3%
Chile Industrial Production (YoY): -5.1% (July) vs previous 1.3%
Pound Sterling retreats as Japanese Yen attracts modest buying
GBP/JPY trades on the back foot on Monday as the Japanese Yen (JPY) strengthens against its major peers. The Pound Sterling (GBP), meanwhile, lacks a fresh domestic catalyst as UK markets remain closed for the Summer Bank Holiday.
Federal Reserve: Warsh’s hawkish shift reshapes rate outlook – Rabobank
Rabobank’s Elwin de Groot discusses Fed Chair Kevin Warsh’s Jackson Hole speech and its impact on US rates. He notes that Warsh signalled dissatisfaction with recent inflation and openness to further hikes, lifting near-term rate expectations while lowering longer-term premia.
Germany flash HICP growth remains slower than expected at 2.9% in August
Preliminary Germany Harmonized Index of Consumer Prices (HICP) data for August arrives at 2.9% YoY, lower than estimates of 3.1% but higher than the previous reading of 2.8%. On a monthly basis, inflation grew by 0.2%, slower than 0.3% estimates and the prior release of 0.9%.
South Africa Trade Balance (in Rands): 20.14B (July) vs 17.75B
South Africa Trade Balance (in Rands): 20.14B (July) vs 17.75B
Germany Harmonized Index of Consumer Prices (YoY) came in at 2.9%, below expectations (3.1%) in August
Germany Harmonized Index of Consumer Prices (YoY) came in at 2.9%, below expectations (3.1%) in August
Germany Harmonized Index of Consumer Prices (MoM) below forecasts (0.3%) in August: Actual (0.2%)
Germany Harmonized Index of Consumer Prices (MoM) below forecasts (0.3%) in August: Actual (0.2%)
Germany Consumer Price Index (YoY) in line with forecasts (2.9%) in August
Germany Consumer Price Index (YoY) in line with forecasts (2.9%) in August
Germany Consumer Price Index (MoM) came in at 0.2%, below expectations (0.3%) in August
Germany Consumer Price Index (MoM) came in at 0.2%, below expectations (0.3%) in August

