Notícias

Saudi Arabia warns to step up attacks on Houthis – The Guardian

According to a report from The Guardian, Saudi Arabia aims to extend its military operations against Iran-aligned Houthis for attacking the Najran province, which is located in its southern region, and Yemeni government troops.

Fonte  Fxstreet1786076141
Australian Dollar holds losses against Japanese Yen following China’s Trade Balance data

AUD/JPY halts its three-day winning streak, trading around 111.30 during the Asian hours on Friday. The currency cross depreciates as the Australian Dollar (AUD) loses ground, driven by a surge in global safe-haven demand.

Fonte  Fxstreet1786074040
British Pound remains weaker as UK-US yields narrow, US Dollar strengthens

GBP/USD extends its losses for the second consecutive day, trading around 1.3450 during the Asian hours on Friday. The pair depreciates as the British Pound (GBP) softens even as United Kingdom (UK) political risk fades.

Fonte  Fxstreet1786073397
China’s June Trade Balance: Surplus widens more than expected to $112.5 billion

China's Trade Balance for June, in US Dollar (USD) terms, arrives at $112.5 billion, higher than $107.0 billion expected, but lower than the prior release of 125.62 billion.

Fonte  Fxstreet1786071569
Euro weakens against US Dollar amid Middle East tensions

EUR/USD extends its losses for the second consecutive day, trading around 1.1520 during the Asian hours on Friday. The currency pair faces downward pressure as the US Dollar (USD) gains strength, propelled by renewed safe-haven demand among global investors.

Fonte  Fxstreet1786067677
Chinese Yuan: Bullish tone with upside tests against US Dollar – UOB

United Overseas Bank (UOB) analysts Quek Ser Leang and Lee Sue Ann note that USD/CNH is trading with a soft underlying tone, with scope for the Dollar to test support levels near 6.7420 in the short term, while a sustained break lower is seen as unlikely.

Fonte  Fxstreet1786060500
Singapore Dollar: Upside risk capped against US Dollar – UOB

United Overseas Bank’s (UOB) Quek Ser Leang and Lee Sue Ann note USD/SGD stayed broadly flat on Wednesday, trading between 1.2804 and 1.2825 and closing at 1.2810.

Fonte  Fxstreet1786056420
Philippine Peso: Inflation and politics weigh on PHP against US Dollar – ING

ING economists Deepali Bhargava and Lynn Song warn that upside inflation risks are re-emerging for the Philippine Peso (PHP), driven by recovering Oil prices and expectations of a strong El Niño that could spark a food-price shock. Rising global rice and fertiliser prices add to pressures.

Fonte  Fxstreet1786054140
Fed’s Musalem backs rate hikes, says inflation remains too high

The St. Louis Fed President, Alberto Musalem, stressed that “inflation is too high” and that it’s “critical” that monetary policy focuses on bringing down inflation.

Fonte  Fxstreet1786053586
Indonesia: Headline GDP strength, mixed momentum – Societe Generale

Societe Generale economist Kunal Kundu notes Indonesia’s 2Q26 Gross Domestic Product (GDP) grew 5.3% year-on-year, beating the bank’s 5.1% forecast, but warns the composition is less reassuring.

Fonte  Fxstreet1786051920
Thailand: Supply-led pressures and prolonged hold for BoT – UOB

UOB Global Economics & Markets Research, led by economists Enrico Tanuwidjaja and Sathit Talaengsatya, analyzes Thailand’s July CPI undershoot driven by lower fuel prices while core inflation edges higher.

Fonte  Fxstreet1786049460
Indonesian Rupiah: Policy uncertainty weighs on IDR against US Dollar – ING

ING economists Deepali Bhargava and Lynn Song flag renewed policy uncertainty for the Indonesian Rupiah (IDR) after the surprise resignation of Bank Indonesia’s (BI) governor, just as sentiment toward Indonesian assets was improving.

Fonte  Fxstreet1786046820
British Pound: Sentiment offsets softer spreads – Scotiabank

Scotiabank’s team notes the Pound is fractionally weaker versus the Dollar, with fundamentals less supportive as yield spreads soften. However, sentiment is improving as markets fade earlier political concerns following PM Burnham’s arrival and stronger-than-expected construction PMI.

Fonte  Fxstreet1786044415
Thai Baht: Supply risks and FX sensitivities – UOB

UOB’s economists highlight that Thailand’s inflation outlook is shaped by supply-side factors and external variables such as Oil and USD/THB.

Fonte  Fxstreet1786041923
Hormuz ship ban triggers a jump in US yields, fuels Fed hike bets

US Treasury yields climb along the curve as the Oman-Iran deal, which banned US and Israeli ships, whether military or civilian, from entering the Persian Gulf, drives crude prices higher, and as traders await the latest employment report.

Fonte  Fxstreet1786040117
China: Consumption risks under stable unemployment – Standard Chartered

Standard Chartered economists Hunter Chan and Shuang Ding highlight that China’s urban surveyed unemployment rate has remained in a 5.0-5.4% range over the past three years, yet broader labour underutilisation has risen.

Fonte  Fxstreet1786032420
Warsh do Fed pode considerar alta de juros em setembro se inflação estiver forte e, segundo relatos, insiste em comunicação minimalista

TradingKey - De acordo com o Financial Times, pessoas próximas ao novo presidente do Federal Reserve, Kevin Warsh, disseram que ele admitiu a pessoas ao seu redor que de fato houve erros durante suas

Fonte  Tradingkey1786030785
United Kingdom: Confidence may unlock household spending – Rabobank

Rabobank’s Stefan Koopman analyses United Kingdom demand prospects under Prime Minister Burnham’s shift from “securonomics” to “vibonomics”. The report argues that elevated household saving and weak confidence leave scope for a temporary consumption boost if sentiment improves.

Fonte  Fxstreet1786027866
Australia's AAA credit was just reaffirmed: Why the Australian Dollar still faces growth headwinds

The Australian Dollar (AUD) is balancing solid long-term fiscal fundamentals against near-term growth headwinds and shifting central bank expectations.

Fonte  Fxstreet1786027566

United States Wholesale Inventories came in at 0.2% below forecasts (0.3%) in June

Fonte  Fxstreet1786024801
United Kingdom: Polling bounce faces October test – Standard Chartered

Standard Chartered’s Christopher Graham analyzes recent United Kingdom (UK) polling, noting Labour has regained a lead over Reform UK and Conservatives after Andy Burnham became prime minister.

Fonte  Fxstreet1786022725
Prévia do Payroll de Julho: O crescimento do emprego pode permanecer baixo; como as ações dos EUA, o dólar e o ouro reagirão?

TradingKey - O Bureau of Labor Statistics dos EUA divulgará o relatório de empregos não agrícolas (payroll) de julho às 8h30 (horário do Leste) do dia 7 de agosto. O foco atual do mercado não está ape

Fonte  Tradingkey1786022647
United States: Core CPI momentum seen returning in July – TD Securities

TD Securities economists expect United States (US) July Core Consumer Price Index (CPI) to return to trend after June’s one-off weakness.

Fonte  Fxstreet1786021957

Russia Central Bank Reserves $: $720.3B vs previous $732.1B

Fonte  Fxstreet1786021211
US Initial Jobless Claims increased to 199K 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 rose marginally to 199K for the week ending August 1.

Fonte  Fxstreet1786019713

United States Unit Labor Costs registered at 1.3%, below expectations (2%) in 2Q

Fonte  Fxstreet1786019442

United States Continuing Jobless Claims came in at 1.801M, above expectations (1.79M) in July 24

Fonte  Fxstreet1786019436

United States Initial Jobless Claims 4-week average: 198.75K (July 31) vs previous 202.75K

Fonte  Fxstreet1786019402

United States Initial Jobless Claims came in at 199K below forecasts (202K) in July 31

Fonte  Fxstreet1786019402
Czech Koruna: Sideways against Euro as CNB holds rates – Commerzbank

Commerzbank’s Tatha Ghose expects the Czech National Bank (CNB) to keep its policy rate at 3.75%, framing June’s hike as fine-tuning rather than a new cycle. With headline and core inflation still within target, CNB can wait but must avoid sounding dovish.

Fonte  Fxstreet1786016634
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