Notícias

Polish Zloty: Glapinski probe seen low-impact for FX – Commerzbank

Commerzbank’s Tatha Ghose highlights accelerating efforts in Poland’s Sejm to hold NBP Governor Adam Glapinski accountable before the State Tribunal, amid allegations of politicising the central bank.

Fonte  Fxstreet1785410424
Federal Reserve: September hike risk stays on table – Nordea

Nordea’s Kirsti Sunde Midttun notes that the Federal Reserve (Fed) kept its target range at 3.50–3.75%, but three hawkish dissents make the hold less comfortable than in June. With no new projections, the unchanged statement and a cautious press conference offered limited guidance.

Fonte  Fxstreet1785409926
Bank of England: Market pricing stays hawkish – ING

ING’s Michiel Tukker and Padhraic Garvey expect no change in the Bank of England (BoE) policy rate at the upcoming meeting, despite markets pricing in substantial tightening.

Fonte  Fxstreet1785404876
Japan PM Takaichi: Will avoid debt channel to ensure market trust  

Japan Prime Minister (PM) Sanae Takaichi said during the European trading session on Thursday that the government won’t lean on debt funds to supplement temporary tax cuts, in an attempt to maintain market trust.

Fonte  Fxstreet1785403278
Federal Reserve: Dollar awaits clearer policy signals - Societe Generale

Societe Generale’s Jan Groen reviews the July 2026 Federal Open Market Committee (FOMC) outcome, noting the Federal Reserve (Fed) left the Fed funds target range at 3.5%-3.75% and signaled a cautious stance on inflation.

Fonte  Fxstreet1785402910
BoE interest rate expected to remain unchanged at 3.75% as markets look for policy clues

The Bank of England (BoE) is on track to keep the benchmark Bank Rate steady at 3.75% for the fifth straight meeting on Thursday, despite the renewed surge in Oil prices in July and a leadership change in the United Kingdom (UK).

Fonte  Fxstreet1785402000
Swiss Franc: Undervaluation supports APAC recovery trades – BNY

BNY’s Geoff Yu highlights that the Swiss Franc looks undervalued on both nominal and real effective exchange rate measures, near one-year and 15‑month lows respectively.

Fonte  Fxstreet1785401343
US GDP expected to grow at 2.1% in Q2, unshaken by Iran conflict

The United States (US) Bureau of Economic Analysis (BEA) is set to publish its preliminary estimate of second-quarter Gross Domestic Product (GDP) on Thursday, with analysts expecting the data to show annualised growth at a solid 2.1%, a modest cooling from the 2.1% expansion recorded in the previou

Fonte  Fxstreet1785400200
Indian Rupee: RBI seen on hold as growth solid – Commerzbank

Commerzbank’s analysts report that USD/INR has eased as India’s June industrial production surprised to the upside and inflation stayed within the Reserve Bank of India’s target band.

Fonte  Fxstreet1785399463
Federal Reserve: Extended pause with 2027 cuts – UOB

UOB’s Suan Teck Kin and Alvin Liew analyze the latest FOMC decision, noting the Fed Funds Target Rate remains at 3.50%-3.75% for a fifth straight meeting despite three dissenting votes favoring a hike.

Fonte  Fxstreet1785399017
Fed Mantém Taxas Inalteradas na Reunião de Julho enquanto Wall Street Interpreta as Visões de Warsh

TradingKey - O Federal Reserve manteve as taxas de juros inalteradas em sua reunião de julho, mas os comentários do presidente do Fed, Kevin Warsh, na coletiva de imprensa desencadearam muito mais con

Fonte  Tradingkey1785398594
German flash Q2 GDP rises 0.2% QoQ, beats 0.1% estimates

German preliminary Q2 Gross Domestic Product (GDP) rises at a 0.2%, beats the estimates of 0.1%, according to the Federal Statistics Office of Germany. However, the GDP growth remains slower than the previous reading of 0.3%.

Fonte  Fxstreet1785398540
Equities: Fed-driven yield spike pressures equities – Deutsche Bank

Deutsche Bank notes that the Federal Reserve’s (Fed) on-hold decision and limited detail from Chair Warsh sparked a sharp steepening in the Treasury curve, pushing the 30-year yield to 5.20% and weighing on equities.

Fonte  Fxstreet1785395604
Indonesian Rupiah holds ground as Bank Indonesia intensifies efforts to stabilize markets

USD/IDR inches higher after opening at a bearish gap, remaining in negative territory and trading around 18,110 during the Asian hours on Thursday.

Fonte  Fxstreet1785389204
Australian Dollar weakens against Japanese Yen as chances of RBA rate hikes fall

The AUD/JPY cross declines to around 113.65 during the early European session on Thursday. The pair currently trades 0.65% lower on the week as the likelihood of the Reserve Bank of Australia (RBA) raising interest rates has fallen.

Fonte  Fxstreet1785386716
Japan’s Katayama says official proposed no ceiling on next year’s budget requests

Japan's Finance Minister Satsuki Katayama said that officials proposed no ceiling on next year’s budget requests.

Fonte  Fxstreet1785377163
New Zealand Dollar rises as ANZ Business Outlook Index jumps in July

NZD/USD extends its gains for the third consecutive day, trading around 0.5810 during the Asian hours on Thursday. The currency pair climbs higher as the New Zealand Dollar (NZD) receives support from a sharp rise in domestic business confidence.

Fonte  Fxstreet1785376507
Australian Dollar gains despite cooling domestic Inflation, hawkish Fed hold

AUD/USD inches higher after two days of losses, trading around 0.6960 during the Asian hours on Thursday. The currency pair may face potential downside pressure as the US Dollar (USD) could gain strength following a hawkish interest rate pause by the Federal Reserve (Fed).

Fonte  Fxstreet1785374306

New Zealand ANZ Business Confidence climbed from previous 36.6 to 56.1 in July

Fonte  Fxstreet1785373201

South Korea BOK Manufacturing BSI: 82 (August) vs 79

Fonte  Fxstreet1785372257

Japan Foreign Investment in Japan Stocks rose from previous ¥-79.6B to ¥912.1B in July 24

Fonte  Fxstreet1785369002
No soft target: Warsh vows to return inflation to 2%

The Fed left interest rates unchanged at 3.50%-3.75%, but the decision carried a distinctly hawkish edge as three officials voted for an immediate 25-basis-point increase.

Fonte  Fxstreet1785355909
Decisão de Julho do Fed Mantém Taxas Inalteradas com Maior Número de Dissidências desde 2016 Enquanto Kashkari Inesperadamente Adota Postura Hawkish e Warsh Enfrenta Pressão para Setembro

TradingKey - Em 29 de julho, no horário do leste dos EUA, o Federal Reserve anunciou sua decisão de taxa de juros de julho. O Comitê Federal de Mercado Aberto (FOMC) votou por 9 a 3 para manter a faix

Fonte  Tradingkey1785349268
Bank of Japan: Gradual tightening path and neutral rate debate – ING

ING analysts Chris Turner and Padhraic Garvey see the Bank of Japan maintaining its tightening bias after June’s move to 1.00%, with most board members viewing Japan’s neutral rate near 2.00%.

Fonte  Fxstreet1785340595
Federal Reserve: Hawkish hold may offer US Dollar limited support – BNY

BNY’s Geoff Yu highlights that markets face a genuinely live Federal Reserve (Fed) decision, with futures implying about a 35% chance of a hike and a hold still the base case.

Fonte  Fxstreet1785338269
Federal Reserve set to hold interest rates steady, yet a hike can’t be ruled out

The United States (US) Federal Reserve (Fed) announces its interest rate decision on Wednesday, another pivotal meeting for markets to gauge the stance of policymakers as they assess how rising crude Oil prices could impact the inflation outlook.

Fonte  Fxstreet1785333600
Swiss National Bank: Rates seen on prolonged hold – Commerzbank

Michael Pfister of Commerzbank argues that subdued imported inflation and low exchange rate pass-through give the Swiss National Bank (SNB) little reason to tighten policy.

Fonte  Fxstreet1785332278
Singapore Dollar: Range guidance around NEER band – UOB

UOB’s SGD NEER model shows the index at 1.68% above the midpoint of the policy band, after ending the previous session 171 basis points above it. The model is expected to remain between 1.40% and 1.90% above the midpoint today, implying a USD/SGD trading range of 1.2898–1.2963.

Fonte  Fxstreet1785331175
Trump vows fresh strikes on Iran after missiles targeting US forces are intercepted

According to Reuters, United States (US) President Donald Trump said in a phone interview with Fox News on Wednesday that the US would carry out further strikes against Iran in response to attacks targeting US positions in Jordan.

Fonte  Fxstreet1785330618
Australian Dollar: Softer CPI keeps RBA on hold – TD Securities

TD Securities strategists note that Australia’s Q2 Consumer Price Index (CPI) and June headline inflation came in below expectations, easing pressure on the Reserve Bank of Australia (RBA).

Fonte  Fxstreet1785327167
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