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.
Japanese Yen: Domestic investment shift could support the Yen – BNY
BNY’s Geoff Yu notes Japan’s Government Pension Investment Fund (GPIF) has hired active domestic bond managers for the first time in five years to improve expertise and diversification amid volatile JGB markets. The fund’s domestic bond portfolio has suffered losses despite strong overall returns.
Copper: Speculative longs rise on tight supply – ING
ING’s Warren Patterson and Ewa Manthey highlight that speculative net long positions in LME Copper increased notably in the latest COTR data, supported by tight supply and low inventories.
WTI rebounds sharply on fears of renewed escalation in US-Iran war
West Texas Intermediate (WTI) futures on NYMEX trades 6% higher on the day, slightly above $83.00 during the European trading session on Wednesday.
US Dollar: Stretched positioning caps gains against peers – BNY
BNY’s Geoff Yu notes the US Dollar (USD) enters the Federal Open Market Committee (FOMC) with strong recent demand but stretched positioning, as cross-border buying and late-July spot demand remain supportive.
British Pound consolidates against Japanese Yen ahead of central bank decisions
GBP/JPY extends its subdued price action on Wednesday, forming a series of small-bodied candlesticks after briefly climbing above 219 earlier this month, its highest level since December 2007. At the time of writing, the cross trades around 217.50.
Australian Dollar: Softer CPI keeps RBA on hold – TD Securities
TD Securities strategists note that Australia’s Q2 Consumer Price Index (CPI) and June headline inflation came in below expectations, easing pressure on the Reserve Bank of Australia (RBA).
British Pound languishes below 1.3300 heading into Fed and BoE decisions
The British Pound (GBP) has given away previous gains against the US Dollar (USD) on Wednesday and remains practically flat in the daily chart, trading below 1.3300 and on track to complete a nearly 1.20% decline over the last two weeks.
Federal Reserve: Hawkish hold could restore Dollar support – BBH
Brown Brothers Harriman’s Elias Haddad expects the Federal Open Market Committee to keep the federal funds target range unchanged at 3.50%-3.75% for a fifth consecutive meeting.
Japanese Yen: Fed risk clouds recovery against US Dollar – Rabobank
Rabobank's Senior FX Strategist Jane Foley discusses how the Federal Reserve (Fed) and Bank of Japan (BoJ) decisions could shape USD/JPY, noting that Fed Chair Warsh’s stance on forward guidance adds uncertainty.
US Dollar: Fed hold to test recent resilience – ING
ING strategists Francesco Pesole and Frantisek Taborsky expect the Federal Reserve to keep rates unchanged, with two dissenters possibly voting for a hike, limiting downside in front-end USD rates.
Swiss Franc: Moderate pass-through weigh on CHF against Euro – Commerzbank
Commerzbank’s Michael Pfister analyses how the Swiss National Bank’s recent shift toward tolerating a weaker Swiss Franc affects inflation and EUR/CHF.
Why is the US Dollar vulnerable when the Federal Reserve is expected to deliver a hawkish hold?
The US Dollar (USD) stands at a critical juncture as financial markets prepare for the Federal Open Market Committee's (FOMC) upcoming interest rate announcement.
Australian Dollar: Pressured against US Dollar by softer CPI – Societe Generale
Societe Generale analyst highlight that AUD/USD is offered below 0.6950 after softer June Consumer Price Index (CPI), with markets scaling back expectations for an RBA hike.