뉴스

WTI rises to near $92.50 despite Middle East diplomacy, resuming flows

West Texas Intermediate (WTI) oil price halts its four-day losing streak, trading around $92.30 per barrel during the Asian hours on Tuesday. However, crude oil prices may face further challenges amid easing supply concerns in the Middle East and growing diplomatic efforts to end the US-Iran war.

출처  Fxstreet1790041406
RBA’s Hunter backs more hikes as inflation risks entrench

The Reserve Bank of Australia (RBA) Assistant Governor Sarah Hunter confirmed the need for further rate hikes this year, to keep inflation in check. This has increased the chances for a rate increase at the September 29 meeting.

출처  Fxstreet1790035073
Houthis push for control of Yemen highlands

Yemen’s Houthis pushed to seize strategic heights in Yemen on Monday to cut off the Red Sea coast from remaining areas held by Saudi-backed forces, after a report that US President Donald Trump had called off US strikes on the group at the last minute, Reuters reported.

출처  Fxstreet1790034815
ECB’s Lane says energy shock could delay inflation’s return to 2%

The European Central Bank (ECB) Chief Economist Philip Lane stated that the European economy will expand steadily at a moderate pace if the energy shocks ease, according to Le Temps.

출처  Fxstreet1790034429
Fed’s Collins eyes another hike as energy risks linger

On Monday, Boston Fed President Susan Collins said that the resumption of hostilities in the Middle East was a key reason for supporting the increase in the Fed funds rate last week.

출처  Fxstreet1790023457
Singapore Dollar: Labour slack limits MAS tightening risk – UOB

UOB’s Jester Koh assesses Singapore’s soft labour market and its implications for Monetary Authority of Singapore policy. The Labour Market Pressure Index shows rising slack, which UOB links to weaker passthrough of supply-side shocks into inflation.

출처  Fxstreet1790021880
Indonesian Rupiah: Policy continuity offsets but cannot erase external headwinds – OCBC

OCBC’s Christopher Wong notes that Indonesia’s appointment of Finance Minister Suahasil Nazara signals fiscal continuity and discipline, helping to reduce domestic risk premia for the Rupiah.

출처  Fxstreet1790019420
Singapore Dollar: Inflation keeps MAS tightening risk alive - Commerzbank

Commerzbank’s Henry Hao and Moses Lim highlight that Singapore’s August NODX growth was the strongest since 1998, driven by surging electronics and robust AI-related demand. They expect NODX to stay firm but moderate as base effects fade.

출처  Fxstreet1790016660
South Korean Won: High-beta KRW needs foreign inflows – OCBC

OCBC’s Christopher Wong comments that USD/KRW eased as Korean equities rebounded and foreign investors briefly turned net buyers, but warns this may not mark a lasting shift.

출처  Fxstreet1790014175
BoC’s Macklem sees inflation drifting higher as uncertainty lingers

The Bank of Canada Governor, Tiff Macklem, said that he expects inflation to “drift up a little higher in the coming months,” and commented that “A new era of uncertainty is not going away any time soon,” as he speaks in Halifax at the time of writing.

출처  Fxstreet1790010167
United States: Midterm outcomes and policy paths – NBC

National Bank of Canada (NBC) strategist Angelo Katsoras analyzes how the 2026 United States (US) midterm elections could reshape policy under President Trump. He notes Democrats are favoured by high inflation, weak approval ratings and a strong generic ballot lead.

출처  Fxstreet1790000222
Indian Rupee: AI imports add pressure against US Dollar – Standard Chartered

Standard Chartered economists Anubhuti Sahay and Saurav Anand highlight that India’s AI-enabling goods trade deficit has become the second-largest contributor to the country’s trade gap after Oil, overtaking Gold.

출처  Fxstreet1789997952
US Dollar: Oil-driven support as Fed seen hiking – ING

ING strategist Francesco Pesole notes the Dollar remains supported as ING now expects the Fed to deliver one final rate hike in December. Despite near-term upside risks for the Dollar, ING keeps a gradually negative longer-term view and anticipates lower energy prices in Q4.

Brent: Diesel signals higher prices – Societe Generale

Societe Generale analysts Michael Haigh and Jeremy Sellem highlight a sharp divergence between physical Brent and futures, with Dated Brent trading at a substantial premium. They note that Diesel strength implies Brent should be above $150/bbl to restore historical refining economics.

출처  Fxstreet1789990214
Fed’s Goolsbee: Demand, tariffs, energy, supply shocks all are fuelling inflation

Chicago Federal Reserve (Fed) Bank President Austan Goolsbee said at an Official Monetary and Financial Institutions Forum event on Monday that various factors including strong demand, tariffs, energy and supply shocks are fuelling United States (US) inflationary pressures.

출처  Fxstreet1789989198
Breaking: Bitcoin hits $85,000 for the first time in eight months

Bitcoin price reclaims $85,000 on Monday, advancing last week’s 5% recovery toward an eight-month high. The recovery in King Crypto aligns with renewed institutional demand, with Exchange Traded Funds (ETFs) recording $433 million in inflows on Friday. 

출처  Fxstreet1789983554
Euro holds gains against Canadian Dollar amid lower oil prices

EUR/CAD extends its gains for the third successive day, trading around 1.6090 during the European hours on Monday. The currency cross remains stronger as the commodity-linked Canadian Dollar (CAD) struggles amid lower oil prices.

출처  Fxstreet1789980825
Equities: Strong rebound supported by earnings growth – Danske Bank

Danske Research Team reports a strong rebound in global equities, with the S&P 500, Nasdaq, Stoxx 600 and Kospi all posting solid gains despite a recent Fed hike and further tightening priced.

출처  Fxstreet1789976976
CEE FX: Rating downgrade adds to regional FX pressure – ING

ING strategist Frantisek Taborsky says Moody’s downgrade of Poland to A3 adds to pressure on CEE assets at the start of a relatively quiet second half of the month.

출처  Fxstreet1789974410
Euro: Holds below 1.15 against US Dollar as yields rise - Danske Bank

Danske Research Team notes that EUR/USD consolidated below 1.15 on Friday as European yields moved higher, with Bund yields rising amid increased French sovereign risk.

출처  Fxstreet1789972635
Iran’s IRGC warns any new strike will prompt Tehran to alter war geography and armaments

Iran’s Islamic Revolutionary Guard Corps (IRGC) warned that any new military attack could trigger a response fought across a different geographical area and with different weapons, Reuters reported on Monday.

출처  Fxstreet1789969775
Indonesian Rupiah declines as US Dollar remains stronger amid hawkish Fed tone

USD/IDR extends its winning streak for the eighth successive day, trading around 17,850 during the Asian hours on Monday. The pair remains stronger as the US Dollar (USD) gains support amid hawkish sentiment surrounding the Federal Reserve (Fed) policy outlook.

출처  Fxstreet1789967094
Ukraine attacks on Moscow oil refinery in massive drone and missile attack

Ukraine carried out a large-scale overnight drone and missile attack targeting Moscow and the surrounding region on Sunday, BBC reported. 

출처  Fxstreet1789957668
US Treasury Secretary Bessent says had a very successful engagement with China on trade and AI

US Treasury Secretary Scott Bessent spoke ahead of the US President Donald Trump and Chinese President Xi Jinping summit, saying that he had a very successful engagement with China on trade and AI, Reuters reported on Monday. 

출처  Fxstreet1789953247
British Pound slips as hawkish Fed outlook boosts US Dollar

GBP/USD inches lower after registering modest gains in the previous trading day, hovering around 1.3390 during Asian hours on Monday. The pair loses ground as the US Dollar (USD) holds ground amid hawkish sentiment surrounding the Federal Reserve (Fed) policy outlook.

출처  Fxstreet1789953008
Confirmed: PBOC leaves Loan Prime Rates unchanged in September

The People’s Bank of China (PBOC), China's central bank, announced to leave its Loan Prime Rates (LPRs) unchanged on Monday. The one-year and five-year LPRs were at 3.00% and 3.50%, respectively.

출처  Fxstreet1789952455
Fed’s Kashkari: Inflation is still too high in “all aspects” of US economy

Minneapolis Federal Reserve (Fed) President Neel Kashkari said that inflation is too high across all sectors ‌of the US economy, not just in rising oil prices, Reuters reported on Sunday.

출처  Fxstreet1789948633
US, China open high-level talks ahead of Trump-Xi summit

US and Chinese officials began talks in New York aimed at clearing the way for possible agreements on trade, Artificial Intelligence (AI) and critical minerals ahead of a meeting between US President Donald Trump and Chinese President Xi Jinping later on Thursday, Bloomberg reported on Sunday.

출처  Fxstreet1789947834
연준 카시카리: 인플레이션 압력이 유가 충격을 넘어 미국 경제의 여러 분야로 확산

TradingKey - 닐 카시카리 미니애폴리스 연방준비은행 총재는 미국의 인플레이션이 여전히 높은 수준을 유지하고 있다며, 물가 상승 압력이 이란 전쟁으로 치솟은 유가에만 국한되지 않고 경제 전반의 여러 부문으로 확산하고 있다고 밝혔다.카시카리 총재는 미국인들이 일상생활에서 겪는 인플레이션은 "단순한 유가 문제를 훨씬 뛰어넘는 수준"이라며 경제 모든 영역

출처  Tradingkey1789936579
Taiwan Dollar: Mildly hawkish CBC but flows drive – OCBC

OCBC strategist Christopher Wong highlights that Taiwan’s CBC kept its policy rate at 2% for a tenth straight quarter with a mildly hawkish tone, sharply raising 2026 growth and inflation forecasts while flagging sticky services inflation.

출처  Fxstreet1789775700
goTop
quote