Notícias

Brent: Iran talks keep risk premium in focus – Deutsche Bank

Deutsche Bank strategists highlight that negotiations between Iran and Oman over a new shipping framework through the Strait of Hormuz remain finely balanced, with Tehran linking any lasting arrangement to broader demands on the US.

Fonte  Fxstreet1786353216
Romanian Leu: Rating relief but NBR stays cautious – ING

ING’s Frantisek Taborsky says Romania’s unchanged Baa3 rating at Moody’s and prior Fitch decision should ease pressure after recent ROMGBs underperformance.

Fonte  Fxstreet1786352682
Euro advances against Canadian Dollar as Eurozone Investor Confidence rises in August

EUR/CAD inches higher after three days of losses, trading around 1.6120 during the European hours on Monday. The currency cross is holding its ground, driven primarily by a resilient Euro (EUR) following positive Eurozone economic sentiment.

Fonte  Fxstreet1786352480
Japanese Yen: Intervention faces persistent rate gap – HSBC

HSBC Asset Management reviews recent coordinated intervention by Japanese and US authorities to support the Japanese Yen, recalling the sharp carry-trade unwind during the previous episode two years ago.

Fonte  Fxstreet1786351773
Equities gain on Oil and Fed repricing – Deutsche Bank

Deutsche Bank strategists report that falling energy prices helped push the S&P 500 and other major equity indices to record highs last week. The rally was reinforced by a renewed AI (Artificial intelligence) trade, with semiconductor stocks posting particularly strong gains.

Fonte  Fxstreet1786349046
Swedish Krona: Hormuz reopening could lift SEK against NOK - Commerzbank

Commerzbank’s Michael Pfister analyses NOK/SEK through oil-price sensitivity and rate expectations. He finds the Norwegian Krone reacts more strongly to oil than the Swedish Krona, while Riksbank expectations adjust more to oil shocks than Norges Bank.

Fonte  Fxstreet1786348453
British Pound: Soft GDP could trigger dovish BoE repricing – BBH

Brown Brothers Harriman’s (BBH) Elias Haddad argues that the British Pound (GBP) requires a stronger-than-expected United Kingdom (UK) Gross Domestic Product (GDP) print to gain upside traction.

Fonte  Fxstreet1786346732
Equities: Falling oil and AI rebound drive record highs - Deutsche Bank

Deutsche Bank strategists report that falling energy prices and softer Federal Reserve (Fed) expectations helped push the S&P 500 and other major equity indices to new record highs last week.

Fonte  Fxstreet1786346073
Indian Rupee drops as oil prices extend recovery, downside seems limited

The Indian Rupee (INR) opens on a negative note against the US Dollar (USD) at the start of the week. The USD/INR pair rebounds to near 95.22 as oil prices extend their recovery move and the US Dollar regains ground after a weak Friday.

Fonte  Fxstreet1786339473
Indonesian Rupiah struggles as Consumer Confidence drops to weakest level since September 2025

USD/IDR holds gains after registering over 0.5% losses in the previous trading day, hovering around 17,860 during the Asian hours on Monday. The pair continues to trade with an upward bias as the Indonesian Rupiah (IDR) faces pressure following the release of domestic Consumer Confidence data.

Fonte  Fxstreet1786338184
United States Dollar Index advances above 99.50 due to Middle East risks

The US Dollar Index (DXY), which measures the value of the US Dollar (USD) against six major currencies, is gaining ground after registering modest losses in the previous day and trading around 99.70 during the Asian hours on Monday.

Fonte  Fxstreet1786333658

Indonesia Consumer Confidence fell from previous 117.8 to 116.8 in July

Fonte  Fxstreet1786331029

Japan Current Account n.s.a. below expectations (¥1512B) in June: Actual (¥-92.3B)

Fonte  Fxstreet1786329094

Japan Current Account n.s.a. below expectations (¥1512B) in June: Actual (¥923B)

Fonte  Fxstreet1786328548
Hormuz tensions escalate as unconfirmed missile attack amid fragile US-Iran talks

The ongoing US-Iran conflict has entered a crucial diplomatic phase, with intense fighting and strategic pressure around the vital Strait of Hormuz continuing to drive the dynamic of the war.

Fonte  Fxstreet1786324623
BoJ Summary of Opinions: Board split on pace of rate hikes amid inflation risk

The Bank of Japan (BoJ) published the Summary of Opinions from the July 30-31 monetary policy meeting, which showed a split between members wanting to hold rates to assess the impact of the last rate hike and others pushing to continue or accelerate tightening. Key findings noted below.

Fonte  Fxstreet1786323312
WTI slips below $76.50 despite uncertainty over reopening Strait of Hormuz

West Texas Intermediate (WTI) oil price depreciates after registering over 4% gains in the previous trading day, hovering around $76.40 per barrel during the Asian hours on Monday.

Fonte  Fxstreet1786322900
China: Credit demand and liquidity trends – DBS

DBS Group Research anticipates China’s credit demand to stay weak in July, with new Yuan loans around RMB 10.8 billion and M2 growth at 8% year-on-year. Corporate and household medium- to long-term lending are likely to soften amid cautious borrowing and mortgage prepayments.

Fonte  Fxstreet1786139460
Chinese Yuan: Range trade holds with bullish tone against US Dollar – UOB

United Overseas Bank (UOB) analysts Quek Ser Leang and Lee Sue Ann see USD/CNH confined to a narrow intraday range, with flat momentum suggesting consolidation between 6.7450 and 6.7550.

Fonte  Fxstreet1786137120
Singapore: GDP revision and forecast upgrade – DBS

DBS Group Research expects Singapore’s final 2Q26 GDP to be revised up to 5.9% year-on-year and 1.3% quarter-on-quarter seasonally adjusted, driven by stronger manufacturing and services.

Fonte  Fxstreet1786134420
Hormuz deal hopes rise, as talks progress  – RTRS, ABC News

A US official says that there is progress in Oman-Iran talks and that a deal could be signed soon, according to Reuters. Once the deal is announced, this would restore commercial shipping, and the US would lift the blockade. 

Fonte  Fxstreet1786133953
Philippines: BSP policy outlook shifts – Standard Chartered

Standard Chartered’s Jonathan Koh and Edward Lee now expect Bangko Sentral ng Pilipinas (BSP) to keep its policy rate unchanged at the 27 August meeting, abandoning a previously projected hike.

Fonte  Fxstreet1786131720
US Treasury yields drop on soft NFP, Hormuz hopes ease Fed risks

US Treasury yields drop across the curve amid growing speculation that the Oman-Iran deal is about to be sealed, which has so far pushed energy prices lower, while investors also digest a “bad” Nonfarm Payrolls report in the US.

Fonte  Fxstreet1786130670
Indonesian Rupiah: Supportive domestic backdrop, capped gains – Commerzbank

Commerzbank’s FX analysts, including Charlie Lay and Moses Lim, note that USD/IDR slipped slightly but stayed below the key 18,000 level as softer global Oil prices and stronger Indonesia Q2 GDP supported the Rupiah.

Fonte  Fxstreet1786129620
Singapore Dollar: Upside risk capped by 1.2790 against US Dollar – UOB

United Overseas Bank’s (UOB) Quek Ser Leang and Lee Sue Ann note USD/SGD has firmed modestly, with the pair closing at 1.2835 after testing both 1.2800 and 1.2840. Short-term momentum now favors a mild upside, though strong resistance at 1.2850 is expected to cap gains.

Fonte  Fxstreet1786127520
Trump reinicia processo para remover diretora do Fed, Cook, por fraude hipotecária, enquanto conflito sobre independência do Banco Central escala novamente

TradingKey - De acordo com relatos da mídia, fontes disseram que o governo Trump deu um passo adiante em sua pressão sobre os membros do Federal Reserve ao iniciar formalmente um processo de destituiç

Fonte  Tradingkey1786126721
Indonesia: Modest growth outlook – Standard Chartered

Standard Chartered’s Aldian Taloputra notes Indonesia’s Q2 GDP grew 5.3% year-on-year, slowing from 5.6% but beating consensus. Stronger-than-expected H1 data leads the bank to raise its 2026 GDP forecast to 5.3%.

Fonte  Fxstreet1786123989
Canada: Gradual improvement with tariff risks – RBC

Royal Bank of Canada’s (RBC) Nathan Janzen reports that Canada’s labour market strengthened in July, with a 75k employment gain following robust increases in May and June and a decline in the unemployment rate to 6.4%.

Fonte  Fxstreet1786118040
NY Fed inflation expectations ease modestly in the short term

The New York Fed Survey of Consumer Expectations shows that households’ inflation expectations decreased slightly over the short-term horizon and remained unchanged at the medium and longer-term horizons. One-year inflation expectations eased from 3.7% in June to 3.6% in July

Federal Reserve: Fed focus shifts to jobs – ABN AMRO

ABN AMRO’s Chief Economist Nick Kounis highlights renewed US labour market weakness, with Nonfarm Payrolls falling and household employment data softening. He notes the unemployment rate declined as labour force participation dropped to multi-decade lows, signalling cyclical weakness.

Fonte  Fxstreet1786115741
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