뉴스

DXY rebounds as Iran hope trade unwinds: is the safe-haven bid back?

The morning belonged to the deal: Asia had ripped overnight, with the Nikkei 225 clearing 62,000 for the first time on a session that gained north of 5%, and US futures came in primed for another leg of the Iran ceasefire trade.

출처 Fxstreet1778178029
Crude Oil claws back as Hormuz blockade outlasts deal hopes

Crude Oil markets staged a sharp intraday reversal on Thursday, with WTI futures briefly tagging lows below $90 a barrel before clawing back above $93, while Brent slid toward $95 before recovering to reclaim the $100 handle.

출처  Fxstreet1778176856
Fed’s Daly: We have to work on price stability without overreacting

Mary Daly, President of the Federal Reserve (Fed) Bank of San Francisco, said on Bloomberg TV on Thursday that she doesn’t see evidence that longer-run inflation expectations are up. She also claimed that wage rises are consistent with the overall 2% inflation.

출처  Fxstreet1778174723
USD/SGD: Range trading with downside bias – OCBC

OCBC strategists Sim Moh Siong and Christopher Wong see USD/SGD consolidating as markets await clarity on a potential US–Iran deal. The pair has slipped slightly on tentative optimism, but Iran has yet to respond and a 48‑hour deadline looms, keeping some caution in place.

출처  Fxstreet1778174629
NY Fed Survey of Consumers: Households see higher inflation next year

The New York Fed released its Survey of Consumer Expectations for April, which showed that American households expect prices to rise in the short term. For the medium- to long-term horizon, inflation expectations were unchanged.

출처  Fxstreet1778173367
Dow Jones Industrial Average reverses as Iran deal hopes hit hard reality

The DJIA was off around 0.4% in early afternoon trade, sliding back below 50,000 after tagging an intraday high near 50,100.

출처  Fxstreet1778171474
Silver price rallies to multi-week highs as Oil slump, softer Dollar lift XAG/USD

Silver (XAG/USD) extends its strong rally on Thursday, with the white metal trading around $80.60 at the time of writing, up 4.19% on the day. XAG/USD is reaching fresh multi-week highs, supported by lower Oil prices, declining US Treasury yields and broad weakness in the US Dollar (USD).

출처  Fxstreet1778170123
GBP/USD climbs as US-Iran peace hopes weaken US Dollar

GBP/USD advances by some 0.28% on Thursday as the US and Iran appear close to signing a peace deal that could reopen the Strait of Hormuz, while keeping issues—like the nuclear program—unresolved. At the time of writing, the pair trades at 1.3627.

출처  Fxstreet1778169759

United States 4-Week Bill Auction increased to 3.61% from previous 3.6%

출처  Fxstreet1778168062
Zcash Price Forecast: ZEC rallies 68% in May driven by surging retail interest

Zcash (ZEC) continues to build momentum, trading above $570 at the time of writing on Thursday. The privacy-oriented token has sustained significant gains since late April, rising from lows of $345, supported by steady retail demand.

출처  Fxstreet1778167800
EUR/USD: Sentiment-led rally eyes 1.1825 – Scotiabank

Scotiabank strategists Shaun Osborne and Eric Theoret report the Euro (EUR) is modestly higher, extending a sentiment-driven recovery despite softer expectations for European Central Bank (ECB) tightening.

출처  Fxstreet1778167680
Fed’s Hammack: Fed should be neutral in policy stance

Beth Hammack, President of the Federal Reserve (Fed) Bank of Cleveland, in an interview on a public radio station on Thursday. She claimed that she sees a lot of uncertainty in the economic outlook and that the Fed should be more neutral in its policy stance given this uncertainty.

출처  Fxstreet1778167446
USD/JPY muted as easing Middle East tensions weigh on US Dollar

The USD/JPY pair is currently trading around the 156.40 level, showing minimal change throughout the day. This stability comes as multiple reports indicate that the United States (US) and Iran are moving closer to a deal to resolve the over two-month-long conflict.

출처  Fxstreet1778166895
USD/CHF slides to two-month low as US-Iran deal hopes weigh on Dollar

The Swiss Franc (CHF) strengthens against the US Dollar (USD) on Thursday as renewed hopes for a possible US-Iran peace deal pressure the Greenback. At the time of writing, USD/CHF is trading around 0.7766, its lowest level since March 10.

출처  Fxstreet1778166205
Germany: Recovery risks rise after Middle East conflict – Commerzbank

Commerzbank’s Dr. Ralph Solveen notes that German industry orders rose 5% in March, with core orders up 5.1% and gains broadly spread across sectors, indicating an economic recovery was underway before the Middle East conflict.

출처  Fxstreet1778165935
Canada: Sector risks under USMCA review – NBC

National Bank of Canada (NBC) analysts highlight that Canada’s aggregate tariff burden still looks relatively low versus peers, but warns this advantage is eroding.

출처  Fxstreet1778164541

United States EIA Natural Gas Storage Change below forecasts (72B) in May 1: Actual (63B)

출처  Fxstreet1778164203
Fed: Higher-for-longer stance weighs on Gold – TD Securities

TD Securities strategist Bart Melek notes that the latest FOMC decision and the Iran-related Oil shock are pushing the Fed toward a neutral or even restrictive bias, delaying any rate cuts.

출처  Fxstreet1778163180

United States Construction Spending (MoM): -0.2% (February) vs -0.3%

출처  Fxstreet1778162490

United States Construction Spending (MoM) registered at 0.6% above expectations (0.2%) in March

출처  Fxstreet1778162426

United States Construction Spending (MoM) up to 0.6% in February from previous -0.3%

출처  Fxstreet1778162420
USD/CAD: Bear trend intact below 1.3645 – Scotiabank

Scotiabank strategists Shaun Osborne and Eric Theoret note the Canadian Dollar (CAD) is little changed as traders await US/Iran headlines and Friday’s Canadian employment data. USD/CAD trades near 1.36, with spot still above Scotiabank’s fair value estimate around 1.3514.

출처  Fxstreet1778162014
GBP/USD: Election risks weigh on Pound – Societe Generale

Societe Generale’s team highlights that GBP/USD has edged higher, helped by lower Oil prices, risk correlations and Asian FX intervention-driven US Dollar (USD) selling. However, they stress that UK local elections and seasonal patterns pose downside risks.

출처  Fxstreet1778160807
SEK: Riksbank holds as low inflation buys time – Nomura

Nomura's research analysts note that the the central bank of Sweden, Riksbank kept its policy rate at 1.75% in May, maintaining a wait-and-see stance as weak inflation offsets upside risks from global energy prices and the Iran war.

출처  Fxstreet1778159857
EUR: European data mixed as fiscal and construction risks loom – BNY

BNY's Geoff Yu highlights that Euro area retail trade shows modest growth while Eurozone construction PMI signals a sharp contraction and rising cost pressures. German manufacturing orders and services turnover are improving, but France’s trade deficit is widening on energy imports.

출처  Fxstreet1778158967
EUR/GBP Price Forecast: Sellers retain control as momentum indicators stay bearish

EUR/GBP trades flat on Thursday as traders remain cautious ahead of the UK local election results, while also assessing the prospects of a possible US-Iran deal aimed at ending the war in the Middle East.

출처  Fxstreet1778158949
Oil: Supply shock sustains inflation risk – TD Securities

TD Securities strategist Bart Melek highlights that the Strait of Hormuz disruption has removed 9–10 million bbl/d from the market, keeping Brent near $100/bbl and potentially pushing it above $150/bbl.

출처  Fxstreet1778158058
US: Initial Jobless Claims rose to 200K last week

According to a report from the US Department of Labour (DOL) released on Thursday, the number of US citizens submitting new applications for unemployment insurance increased to 200K for the week ending May 2.

출처  Fxstreet1778157374
goTop
quote