Notícias

Prévia do Payroll dos EUA de Agosto: O Mercado de Trabalho Irá Arrefecer as Expectativas de Alta de Juros do Fed? Ações dos EUA, Dólar e Ouro Enfrentam Teste Decisivo

TradingKey - O Bureau of Labor Statistics dos EUA divulgará o relatório de emprego (payroll) de agosto às 8h30 ET do dia 4 de setembro. Após os sinais hawkish emitidos pelo presidente do Fed, Warsh, e

Fonte  Tradingkey1788419487
Asian stock markets reflect mixed trend in countdown to US NFP data

Stock markets in the Asian region demonstrate a mixed performance as investors shift their focus to the United States (US) Nonfarm Payrolls (NFP) data for August, which will be released on Friday.

Fonte  Fxstreet1788417456
Indonesian Rupiah strengthens as US Dollar declines on potential Yen intervention

USD/IDR loses ground for the second successive day, trading around 17,730 during the Asian hours on Thursday. The currency pair experiences downward pressure as a sharp rally in the Japanese Yen (JPY) weighed heavily on the US Dollar (USD).

Fonte  Fxstreet1788412575
Australian Dollar weakens against Japanese Yen following China’s Services PMI data

AUD/JPY extends its losses for the fourth consecutive day, trading around 113.50 during the Asian hours on Thursday. The Australian Dollar (AUD) remains subdued following a wave of mixed economic data from Australia and China, putting downward pressure on the currency cross.

Fonte  Fxstreet1788402677
New Zealand rebounds above 0.5850 on stronger Chinese services PMI

The NZD/USD pair recovers some lost ground to near 0.5860, snapping the four-day losing streak during the early Asian session on Thursday. The New Zealand Dollar (NZD) strengthens against the US Dollar (USD) following the upbeat Chinese economic data.

Fonte  Fxstreet1788401657
China’s RatingDog Services PMI jumps to 51.4 in August, vs. 50.6 expected 

China's Services Purchasing Managers' Index (PMI) climbed to 51.4 in August from 50.4 in July, the latest data published by RatingDog showed on Thursday. This figure came in stronger than the market expectations of 50.6. 

Fonte  Fxstreet1788399981
Australia’s Trade Balance shows a surplus of 1,923M MoM in July, vs. 1,390 expected

Australia's Trade Balance narrowed to A$1,923M MoM in July, followed a surplus of 1,929M in the previous reading, according to the latest foreign trade data published by the Australian Bureau of Statistics on Thursday. The market consensus was for a surplus of A$1,390M. 

Fonte  Fxstreet1788399153
Euro steadies below 1.1600 as hawkish Fed rhetoric limits gains

The EUR/USD pair holds steady near 1.1590 during the early Asian session on Thursday. The potential upside for the major pair might be limited amid hawkish Federal Reserve (Fed) expectations and escalating conflict in the Middle East.

Fonte  Fxstreet1788396672

New Zealand Terms of Trade Index came in at -9% below forecasts (-2.2%) in 2Q

Fonte  Fxstreet1788389102
South Korean Won: Strong exports and BoK stance back gradual KRW gains – Commerzbank

Commerzbank highlights that South Korea’s export boom and a large trade surplus, combined with a hawkish Bank of Korea, are supportive for the Korean Won. They argue that changing FX flow dynamics should allow more of the surplus to translate into KRW strength.

Fonte  Fxstreet1788376020
Fed’s Beige Book shows modest growth as prices rise

The Federal Reserve released its Beige Book, in which the US central bank revealed that economic activity increased modestly since early July, while overall employment rose slightly. Regarding inflation, prices rose in eight districts.

Fonte  Fxstreet1788373308
Indonesian Rupiah: Higher oil prices add to IDR pressure - MUFG

MUFG’s Lloyd Chan remains cautious on the Indonesian Rupiah as domestic inflation accelerates and Gross Domestic Product (GDP) growth stays above 5%. The trade balance has improved slightly but remains weaker than 2025 averages due to higher Oil and gas imports.

Fonte  Fxstreet1788372466
Singapore Dollar: Downside risks remain against US Dollar – OCBC

OCBC’s Sim Moh Siong and Christopher Wong note that USD/SGD is rebounding alongside a stronger US Dollar (USD), supported by higher US Treasury yields and firmer Fed hike expectations.

Fonte  Fxstreet1788371023
British Pound: Break below 1.35 shifts focus lower against US Dollar – Scotiabank

Scotiabank strategists Shaun Osborne and Eric Theoret describe GBP/USD as soft but mid-pack within the G10, with domestic data and Bank of England (BoE) events limited ahead of Governor Bailey’s speech.

Fonte  Fxstreet1788369840

Russia Unemployment Rate rose from previous 2.2% to 2.3% in July

Fonte  Fxstreet1788364801
Prévia do Payroll de Agosto dos EUA: Quanto Impactará a Decisão de Alta de Juros do Fed em Setembro?

TradingKey - O Bureau of Labor Statistics dos EUA divulgará o relatório de empregos não agrícolas (nonfarm payrolls) de agosto no dia 4 de setembro, no horário do Leste. Como o último conjunto complet

Fonte  Tradingkey1788356275
European Central Bank: Dovish hike path as energy drives inflation – ING

ING’s Carsten Brzeski expects the European Central Bank (ECB) to raise rates by 25bp next week, characterizing it as an ‘insurance’ or dovish hike. He notes Eurozone resilience, but stresses that inflation is mainly driven by energy, limiting the case for further tightening.

Fonte  Fxstreet1788354650
Reserve Bank of Australia: September hike expectations strengthen – TD Securities

TD Securities’ Prashant Newnaha now expects the Reserve Bank of Australia (RBA) to raise the cash rate by 25bps to 4.60% at the late-September meeting. The change follows stronger-than-expected Q2 Gross Domestic Product (GDP) and firm discretionary consumption.

Fonte  Fxstreet1788354132
US Dollar: Hawkish Fed expectations underpin strength – OCBC

OCBC’s Sim Moh Siong and Christopher Wong highlight that higher Oil prices and renewed US-Iran tensions have pushed global bond yields higher and strengthened the US Dollar, with markets fully pricing a 25bp Federal Reserve (Fed) rate hike by October.

Fonte  Fxstreet1788352439
Fed's Williams: Recent data have been encouraging on inflation

In an interview with CNBC on Wednesday, New York Federal Reserve (Fed) Bank President John Williams said that tariffs and the Middle East war are big drivers of inflation over target, per Reuters.

Fonte  Fxstreet1788352304
Federal Reserve: Election-year hikes and long-end rates risks – TD Securities

TD Securities strategists argue that Federal Reserve (Fed) decisions in election years remain driven by data rather than politics, with only a small difference in action frequencies versus non-election years.

Fonte  Fxstreet1788350716
US Commerce Secretary Lutnick: Canada treated the US 'disrespectfully'

United States (US) Commerce Secretary Howard Lutnick said during the European trading session on Wednesday that there will be a tariff relief if the company builds in the US.

Fonte  Fxstreet1788348607
India's GDP surged to 7.8% and growth forecasts are climbing: Why the Reserve Bank of India now faces 75bp of hikes

India’s macroeconomic outlook has strengthened following a sharp Q1-FY27 Gross Domestic Product (GDP) print of 7.8%, prompting financial institutions to upgrade both medium-term growth projections and interest rate expectations.

Fonte  Fxstreet1788341957
Euro: ECB guidance may trigger asymmetric downside risks - Commerzbank

Commerzbank’s Antje Praefcke notes that markets are fully pricing an European Central Bank (ECB) rate hike next week after Euro Area inflation rose to 3.3%, but she doubts further tightening beyond September as projections show inflation declining into 2027.

Fonte  Fxstreet1788337207
Euro advances against Canadian Dollar amid lower oil prices, ECB rate hike bets

EUR/CAD gains ground for the second successive day, trading around 1.6120 during the European hours on Wednesday. The currency cross gains ground as the commodity-linked Canadian Dollar (CAD) faces pressure from declining oil prices.

Fonte  Fxstreet1788336923
US Dollar: Fed story supports renewed strength – ING

ING’s Chris Turner notes the Dollar is holding gains after Kevin Warsh’s hawkish comments and a renewed spike in energy prices, with markets now expecting a Federal Reserve rate hike in September.

Fonte  Fxstreet1788336070
Indonesian Rupiah declines as US Dollar gains on Fed rate hike bets

USD/IDR extends its gains for the second successive day, trading around 17,810 during the European hours on Wednesday.

Fonte  Fxstreet1788335256
Indian Rupee: Stronger growth justifies extended RBI tightening – Societe Generale

Societe Generale’s Kunal Kundu now expects the RBI to deliver three 25bp rate hikes, taking the repo rate from 5.25% to 6.00% by early 2027, versus two hikes previously.

Fonte  Fxstreet1788334984
Forex Today: Risk aversion grips markets as tensions in Mideast escalate further

Here is what you need to know on Wednesday, September 2:

Fonte  Fxstreet1788334275
Equities: Global stocks extend declines as yields rise – Deutsche Bank

Deutsche Bank’s Jim Reid notes that rising nominal and real yields pressured global equities, with US and European stocks falling and losses extending across Asia. US technology shares underperformed, while European declines were more moderate.

Fonte  Fxstreet1788332072
goTop
quote