뉴스

Oil: Conflict-driven gains fuel inflation risks – Danske Bank

Danske Research Team underlines that the US–Iran conflict and closure risks in the Strait of Hormuz are heavily impacting energy markets. US gasoline prices have surged nearly 50% since hostilities began, and higher Oil prices are pressuring global bond yields and inflation expectations.

출처 Fxstreet1777883672

Eurozone Sentix Investor Confidence: -16.4 (May) vs -19.2

출처  Fxstreet1777883401
ECB: Data risks complicate policy path – Societe Generale

Societe Generale economists highlight that Euro area growth nearly stalled in 1Q, with 0.1% qoq GDP and weak confidence indicators. They argue downside risks to growth are rising even as headline inflation is set to climb further.

출처  Fxstreet1777881968

Turkey Exports up to $25.4B in April from previous $21.9B

출처  Fxstreet1777881807

Eurozone HCOB Manufacturing PMI in line with forecasts (52.2) in April

출처  Fxstreet1777881609

Greece S&P Global Manufacturing PMI: 52.4 (April) vs previous 54.5

출처  Fxstreet1777881601
WTI Oil rises towards $100 after Trump vows to free Hormuz ships

Crude prices appreciate again on Monday despite US President Donald Trump’s pledge to rescue Hormuz vessels. The US benchmark West Texas Intermediate (WTI) barrel trades at $99.40 at the time of writing, about $3 up from the daily opening price of $96.46.

출처  Fxstreet1777881497

Germany HCOB Manufacturing PMI registered at 51.4 above expectations (51.2) in April

출처  Fxstreet1777881305
USD: Downward correction extends as policy diverges – DBS

DBS Group Research economist Philip Wee expects the Dollar’s April weakness to persist into May, as the USD’s earlier two-month rise unwinds.

출처  Fxstreet1777881227

France HCOB Manufacturing PMI meets expectations (52.8) in April

출처  Fxstreet1777881002

Italy HCOB Manufacturing PMI came in at 52.1, above expectations (51.6) in April

출처  Fxstreet1777880702
S&P 500: Cash deployment versus dip buying – BNY

BNY’s Bob Savage notes that April’s 10% S&P 500 surge, the strongest in 33 years, reversed a prior defensive rotation from big tech into Energy, Materials and Industrials and into cash.

출처  Fxstreet1777880311

Austria Unemployment Rate: 7.5% (April)

출처  Fxstreet1777879872

Austria Unemployment: 320.3K (April) vs previous 322.7K

출처  Fxstreet1777879869
Solana Price Forecast: Market recovery lifts SOL amid muted institutional demand

Solana (SOL) trades above $85 at press time on Monday, starting the week on a bullish note amid broader market recovery. The rising retail demand is fueling activity in SOL derivatives while institutions remain on the sidelines.

출처  Fxstreet1777879800

Switzerland SVME - Purchasing Managers' Index came in at 54.5, above forecasts (53.5) in April

출처  Fxstreet1777879800
Oil: Market steadier as Hormuz risks persist – ING

ING analysts Warren Patterson and Ewa Manthey say the Oil market has stabilised after a volatile week driven by concerns over Persian Gulf disruptions and the expiry of the ICE Brent Jun-26 contract.

출처  Fxstreet1777879484

Spain HCOB Manufacturing PMI climbed from previous 48.7 to 51.7 in April

출처  Fxstreet1777878901
EUR/GBP Price Forecasts: Euro remains vulnerable below 0.8640

The Euro (EUR) opens the week on a soft note against the British Pound (GBP). The pair shows moderate losses, as Friday’s upside attempt from the 0.8620 lows failed to find acceptance above a previous support area at 0.8640, which leaves the year-to-date low, at 0.8611, exposed

출처  Fxstreet1777878899
Forex Today: Markets cling to cautious stance as Strait of Hormuz tensions heat up

Here is what you need to know on Monday, May 4:

출처  Fxstreet1777878849
EUR/USD: Focus shifts to Dollar weakness – Commerzbank

Commerzbank’s Thu Lan Nguyen notes that EUR/USD has nearly returned to pre-war levels as the Euro (EUR) proves resilient and the US Dollar (USD) retreats. Markets expect the European Central Bank (ECB) to hike in June, but Nguyen doubts pricing for three hikes by year-end.

출처  Fxstreet1777878645
Canadian Dollar softens as crude oil prices retreat

The USD/CAD pair recovers some lost ground near 1.3595 during the early European trading hours on Monday. The Canadian Dollar (CAD) weakens against the US Dollar (USD) on lower crude oil prices. The US and Canadian employment data for April will be the highlights later on Friday. 

출처  Fxstreet1777878515

Turkey Consumer Price Index (YoY) registered at 32.37% above expectations (31.25%) in April

출처  Fxstreet1777878191

Turkey Consumer Price Index (MoM) registered at 4.18% above expectations (3.28%) in April

출처  Fxstreet1777878184
USD/JPY: Intervention supports gradual downside view – MUFG

MUFG’s Michael Wan highlights that Japanese authorities likely intervened in FX markets as USD/JPY dropped from near 160 to below 157, with estimated operations of JPY5-6 trillion. He notes these efforts mirror past interventions in 2022 and 2024.

출처  Fxstreet1777877408
 USD/JPY approaches 157.00 after falling to 155.70 on likely Yen intervention

The US Dollar (USD) pares previous losses against the Japanese Yen (JPY) ahead of the European session opening on Monday. The pair is trading at the 156.80 area at the time of writing after dropping about 150 pips in a matter of minutes during the Asian session, hitting session lows near 155.70.

출처  Fxstreet1777877005
Brent: Large monthly drop after Hormuz scare – UOB

UOB strategists note that Brent crude has just recorded its largest monthly percentage decline since December 2025, despite briefly spiking above USD 126/bbl on renewed Strait of Hormuz concerns.

출처  Fxstreet1777876773

Sweden Manufacturing PMI rose from previous 56.3 to 57.2 in April

출처  Fxstreet1777876205
goTop
quote