UOB Global Economics & Markets Research highlights USD/JPY reversed intraday losses to close flat at 157.41. The Japanese Yen weakened after Ministry of Finance data confirmed no FX intervention between 27 August and 28 September, following July’s record coordinated US-Japan operation.

The Euro (EUR) extends losses for the fourth consecutive day against the US Dollar (USD), reaching levels below 1.1300 for the first time since May 2025.

Deutsche Bank’s Jim Reid describes severe stress in US Treasuries, with 10-year and 30-year yields pushing to post-2000s highs despite dovish PCE revisions.

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According to UOB Global Economics & Markets Research, Gold spot eased to close at $4,157 per ounce after earlier trading as high as $4,219. Elevated real yields continue to limit bullion’s upside, leaving Gold softer despite broader macro uncertainty and strong moves in other commodities. The report underscores how higher US yields are constraining precious metals.

EUR/USD (EURUSD) 종목은 10월1일 06:00(ET)에 0.51% 하락하여, 현재 가격은 $1.12707이고, 최근 7일간 0.96% 하락했습니다.오늘 EUR/USD(EURUSD) 주가 하락의 요인은 무엇인가요?유로/달러 환율의 하락은 주로 유로존 전역의 스태그플레이션 우려 고조와 함께 미 달러화에 유리한 방향으로 수익률 격차가 확대된 데 따른

RaboResearch Global Economics & Markets highlights how the European Union is reshaping trade policy, including linking market access for Thai canned tuna to EU-caught fish and forging a new partnership with Canada on firefighting and critical minerals.

NZD/USD (NZDUSD) 종목은 10월1일 05:55(ET)에 0.54% 하락하여, 현재 가격은 $0.56014이고, 최근 7일간 1.04% 하락했습니다.오늘 NZD/USD(NZDUSD) 주가 하락의 요인은 무엇인가요?NZDUSD 환율의 하락은 주로 높은 미국 국채 금리와 연방준비제도(Fed·연준)의 긴축적 통화정책 장기화에 대한 시장의 견고한 기대로

Deutsche Bank’s Early Morning Reid notes that softer US PCE revisions reduced expectations for an October Fed hike, even as the Dollar Index edged higher.

Dow Jones futures decline by 0.42% to trade near 51,060 during European hours on Thursday. Meanwhile, S&P 500 futures gain by 0.09% to trade around 7,720, while Nasdaq 100 futures rise 0.51% to trade near 30,850.

Rabobank’s RaboResearch Global Economics & Markets discusses rising political scrutiny of central banks. The report argues central banks are a key pillar of the political economy facing potential role changes.

Silver prices (XAG/USD) broadly unchanged on Thursday, according to FXStreet data. Silver trades at $60.48 per troy ounce, broadly unchanged 0.10% from the $60.42 it cost on Wednesday.

ING’s Chris Turner notes the Dollar remains strongly supported, with the DXY index near its highs for the year as solid US activity data reinforces the Federal Reserve’s hawkish stance. He highlights resilient consumer spending, signs of accelerating payrolls and expectations for firm ISM readings.

MUFG’s Lee Hardman reports the Japanese Yen has weakened about 0.5% against the US Dollar, lifting USD/JPY to 158.44, after the Bank of Japan’s (BoJ) Summary of Opinions disappointed expectations for an October rate hike.

ING’s Chris Turner flags that EUR/USD has been driven to yearly lows mainly by a hawkish reassessment of Federal Reserve policy, but warns French OAT‑Bund spread widening is an emerging concern.

MUFG’s Lee Hardman notes the US Dollar has extended gains, with the Dollar Index reaching the June year-to-date high around 101.80, even as US inflation data softened. Revised core PCE figures show slower underlying price pressures, reducing the likelihood of aggressive Federal Reserve rate hikes.

Silver price (XAG/USD) trades with caution near its four-week low at around $60.00 during the European trading session on Thursday.

US Treasury yields climbed to 24-year highs amid growing concerns over persistent, energy-driven inflation that could prompt tighter monetary policy. At the time of writing, the 10-year Treasury yield rose to 5.33%, while the 30-year yield reached 5.67%.

Chris Turner at ING discusses the British Pound as EUR/GBP moves noticeably lower, suggesting emerging Euro weakness and a changing UK narrative. He highlights UK Prime Minister Andy Burnham’s speech on moving closer to Europe, including a possible push to rejoin the EU after the next election.

Rabobank Research Global Economics & Markets reports that the Bank of Japan (BOJ) is reluctant to continue rapid rate hikes, with September meeting notes revealing internal divisions and concerns over weak private consumption.

Bitcoin (BTC) struggles and consolidates below $84,000 at the time of writing on Thursday after failing to close above the $85,000 resistance zone the previous day.

Deutsche Bank’s Jim Reid highlights that Brent Oil has surged sharply in Q3 as the US–Iran conflict re-escalated, driving a major global bond selloff and higher long-end yields. The report notes fresh gains in Brent and WTI, warns about benchmark roll effects on front contracts, and flags strength further out the futures curve, reinforcing inflation concerns and hawkish central bank risks.

Commerzbank’s research notes that the Mexican Peso (MXN) had a disappointing September, losing over 4% against the Dollar since late month.

The Euro (EUR) ticks up against the British Pound (GBP) on Thursday, yet with the immediate bearish trend intact, after having depreciated about 0.8% over the previous three days.

Rabobank’s RaboResearch Global Economics & Markets notes that US Treasury yields ended Q3 sharply higher, with 10-year and 30-year yields reaching levels last seen in 2002. The report highlights concerns from major market commentators about bonds and equities, and warns that another phase shift higher in long-dated US yields could take them into ranges seen during the late Cold War period.

USD/IDR gains ground after two days of losses, trading around 17,980 during European hours on Thursday. The pair appreciates as the US Dollar (USD) rises amid elevated oil prices, while Treasury yields continue to offset the support from lower Fed rate-hike odds.

Commerzbank analysts Michael Pfister and Tatha Ghose examine how Euro political risks, especially in France, Spain and Italy, transmit to EUR/USD and a trade-weighted Euro.