Notícias

Asia FX: KRW and IDR face technical strain – OCBC

OCBC’s FX Strategist Sim Moh Siong says softer Oil prices offer only limited relief to Asia FX, with the Korean Won and Indonesian Rupiah still pressured by equity outflows and policy concerns.

Fonte  Fxstreet1780678740
Thailand: Cost-push pressures but no overheating – UOB

UOB economists say Thailand’s May Consumer Price Index (CPI) eased slightly but stayed near the top of the Bank of Thailand's (BoT) target, with core inflation still subdued. They stress that price gains are driven by fuel, transport and prepared food rather than broad demand.

Fonte  Fxstreet1780676820
Japan: Wage gains bolster BoJ hike case – Deutsche Bank

Deutsche Bank analysts underscore that stronger Japanese wage data and resilient household spending are reinforcing expectations for Bank of Japan (BoJ) tightening. Real and nominal wages are rising at the fastest pace since 2024, with futures pricing a high probability of a June hike.

Fonte  Fxstreet1780674660
Indian Rupee: RBI pause supports INR outlook – Societe Generale

Societe Generale analysts Kunal Kundu and Galvin Chia note that the Reserve Bank of India (RBI) Monetary Policy Committee (MPC) kept the repo rate at 5.25% with a neutral stance, while cutting FY27 Gross Domestic Product (GDP) growth to 6.6% and raising FY27 Consumer Price Index (CPI) inflation to

Fonte  Fxstreet1780672377
Fed's Hammack says holding interest rates steady remains reasonable

Federal Reserve Bank of Cleveland President Beth Hammack said on Friday that it remains reasonable to keep interest rates steady for now, but she warned that if recent economic trends continue, policymakers may soon need to take action to address persistently high inflation.

Fonte  Fxstreet1780671734
United Kingdom: Gradual EU reset shapes growth outlook – Rabobank

Rabobank argues that closer EU–UK ties under Prime Minister Starmer will proceed through targeted, technical agreements that only marginally improve the United Kingdom’s growth outlook.

Fonte  Fxstreet1780670992
Euro area: Growth forecasts face modest downgrades – Nomura

Nomura analysts expects the European Central Bank's (ECB) June macroeconomic projections to incorporate higher market rate assumptions and exclude May Harmonised Indices of Consumer Prices (HICP) data.

Fonte  Fxstreet1780670246

Turkey Treasury Cash Balance climbed from previous -251.242B to -128.35B in May

Fonte  Fxstreet1780670065
Euro: ECB hiking cycle seen extending to 3% – Nordea

Kristian Nummelin at Nordea expects the European Central Bank to hike rates next week as elevated inflation and strong core momentum keep price pressures in focus. Markets are pricing a similar outcome.

Fonte  Fxstreet1780668096

Canada Ivey Purchasing Managers Index s.a came in at 58.2, above expectations (55) in May

Fonte  Fxstreet1780668001
European Central Bank: Credibility costs 25bps – TD Securities

TD Securities’ Global Strategy Team expects the ECB to raise the deposit rate to 2.25% in response to persistently high energy prices.

Fonte  Fxstreet1780667225
Aluminium: US supply strain risks demand destruction – Commerzbank

Commerzbank’s Thu Lan Nguyen reports that US Aluminium supply remains tight more than a year after tariffs, with a planned Oklahoma smelter blocked on environmental and ownership grounds. Domestic production has actually fallen, while high prices and import premiums damp demand.

Fonte  Fxstreet1780664960
Payrolls Não Agrícolas de Maio dos EUA Superam Amplamente as Expectativas. 172.000 Adicionadas, Fortalecendo a Postura de Esperar para Ver do Fed

TradingKey - Em 5 de junho, ET, o último relatório de emprego divulgado pelo Bureau of Labor Statistics dos EUA mostrou que as folhas de pagamento não agrícolas (nonfarm payrolls) dos EUA aumentaram e

Fonte  Tradingkey1780664330
Indian Rupee: RBI holds but defends INR – BNY

Bob Savage at BNY notes that the Reserve Bank of India kept the repo rate at 5.25% and a neutral stance, while unveiling measures to support the Rupee and attract foreign capital.

Fonte  Fxstreet1780663532

United States U6 Underemployment Rate up to 8.1% in May from previous -8%

Fonte  Fxstreet1780662693

United States Unemployment Rate meets expectations (4.3%) in May

Fonte  Fxstreet1780662614

United States U6 Underemployment Rate rose from previous -8% to 52% in May

Fonte  Fxstreet1780662612

United States Average Weekly Hours in line with expectations (34.3) in May

Fonte  Fxstreet1780662608

United States Labor Force Participation Rate remains at 61.8% in May

Fonte  Fxstreet1780662607

United States Average Hourly Earnings (YoY) meets expectations (3.4%) in May

Fonte  Fxstreet1780662605

United States Average Hourly Earnings (MoM) in line with expectations (0.3%) in May

Fonte  Fxstreet1780662603

United States Nonfarm Payrolls registered at 172K above expectations (85K) in May

Fonte  Fxstreet1780662603

Canada Participation Rate below expectations (65.1%) in May: Actual (65%)

Fonte  Fxstreet1780662602

Canada Unemployment Rate below expectations (6.9%) in May: Actual (6.6%)

Fonte  Fxstreet1780662602

Canada Net Change in Employment above forecasts (10K) in May: Actual (87.8K)

Fonte  Fxstreet1780662601
US Dollar: Structural headwinds seen after recent strength – Nordea

Nordea’s Kristian Nummelin notes that strong US data and higher energy prices have recently supported the Dollar, as payrolls, ISM indices and JOLTS all point to a resilient US economy.

Fonte  Fxstreet1780662341
European Central Bank: June hike starts recalibration phase – Nomura

Nomura’s Andrzej Szczepaniak and team expect the European Central Bank (ECB) to begin a recalibration phase at the 11 June meeting, with a 25bp hike in the depo rate to 2.25%.

Fonte  Fxstreet1780661818

Mexico Consumer Confidence declined to 43.1 in May from previous 44.3

Fonte  Fxstreet1780660896

Mexico Consumer Confidence s.a: 43.5 (May) vs previous 44.4

Fonte  Fxstreet1780660837
Canadian Dollar: Softer jobs seen reinforcing dovish tone – TD Securities

TD Securities economists expect Canada’s May employment to rise by 5k versus the market’s 10k, after an 18k loss in April, with the unemployment rate steady at 6.9%.

Fonte  Fxstreet1780659592
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