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.
Mexico: Alignment for certainty in USMCA – Societe Generale
Societe Generale’s Dev Ashish argues that Mexico could benefit from tensions between the US and Canada, but warns that uncertainty around USMCA may limit the upside.
United Kingdom: Resilient growth versus fiscal strain – Rabobank
Rabobank's Senior FX Strategist Jane Foley highlights that recent UK data, including Q2 Gross Domestic Product (GDP), real output per head and the August composite Purchasing Managers' Index (PMI), point to resilient growth and improved consumer confidence.
Canadian Dollar faces double trouble from Oil slump, US tariffs
USD/CAD trades around 1.3835 on Tuesday at the time of writing, down a modest 0.07% on the day. The pair lacks a clear direction as both the US Dollar (USD) and the Canadian Dollar (CAD) face headwinds.
Germany: Business climate brightens – Commerzbank
Commerzbank’s Dr. Ralph Solveen notes that the German Ifo Business Climate Index rose from 86.7 to 88.8 in August, with both current conditions and expectations improving. He highlights stronger foreign demand, rising government spending and better sentiment as factors supporting growth.
British Pound holds near six-month high as Hormuz hopes lift sentiment
The Pound Sterling (GBP) consolidates near a six-month high of 1.3675 on Tuesday as Middle East headlines improve risk appetite, while investors await the release of key US economic data and the speech by Federal Reserve (Fed) Chair Kevin Warsh at Jackson Hole.
Eurozone: AfD surge raises policy uncertainty – ING
Carsten Brzeski of ING underscores that the AfD’s rise to Germany’s largest party in polls introduces significant uncertainty for Eurozone policy.
Australian Dollar up modestly on RBA, weak USD
AUD/USD steadies around the mid 0.7100s at the time of writing on Tuesday, clawing back most of the previous day's modest losses.
British Pound: Range-bound against US Dollar ahead of Budget – Scotiabank
Scotiabank strategists Shaun Osborne and Eric Theoret highlight GBP/USD consolidating in a tight mid-1.36 range as a quiet data and Bank of England (BoE) calendar contrasts with softer yield spreads, which have eroded some fundamental support.
Mexico Accumulated Current Account/GDP up to 1.65% in 2Q from previous -3.14%
Mexico Accumulated Current Account/GDP up to 1.65% in 2Q from previous -3.14%
Mexico Current Account, $ (QoQ) increased to $8927M in 2Q from previous $-15878M
Mexico Current Account, $ (QoQ) increased to $8927M in 2Q from previous $-15878M
Canada: Investment risk and USMCA reliability – Societe Generale
Dev Ashish at Societe Generale highlights that the Trump administration’s threatened 50% tariff on Canadian vehicles and parts signals a broader push to redirect manufacturing investment to the US, challenging USMCA reliability.
Mexican Peso: Carry appeal faces crowding risk – MUFG
MUFG analysts Derek Halpenny and Abdul-Ahad Lockhart state that the Mexican Peso continues to benefit from low FX volatility and strong carry demand, with USD/MXN breaking below 17.00 for the first time since June 2024.
Japanese Yen: BoJ September risk looms in flat range against US Dollar – Scotiabank
Scotiabank strategists Shaun Osborne and Eric Theoret note USD/JPY trading in a relatively flat range between 158.00 and the mid-159s as the Japanese Yen (JPY) underperforms most G10 currencies.