Notícias

Asian equities rally; KOSPI leads gains as US Treasury support counters Fed/Iran risks

Asian equities advanced on Thursday, with South Korea's KOSPI surging nearly 6% intraday amid a more than 5% jump in SK Hynix shares following the buyback announcement.

Fonte  Fxstreet1787198269
Japanese Yen struggles amid widening Trade Deficit, escalating import costs

USD/JPY appreciates after registering modest losses in the previous day, trading around 158.50 during the Asian hours on Thursday.

Fonte  Fxstreet1787194434
China's Commerce Ministry sets anti-dumping tax rates on polyoxymethylene from US, EU, Taiwan and Japan

China's Commerce Ministry on Thursday announced a decision on corporate tax rate for enterprises related to anti-dumping measures on imported polyoxymethylene from the United States (US), the European Union (EU), Taiwan and Japan, Reuters reported.

Fonte  Fxstreet1787192736

Australia Part-Time Employment dipped from previous 47K to -32.2K in July

Fonte  Fxstreet1787189613
PBOC leaves Loan Prime Rates unchanged in August

The People’s Bank of China (PBOC), China's central bank, announced to leave its Loan Prime Rates (LPRs) unchanged on Wednesday. The one-year and five-year LPRs were at 3.00% and 3.50%, respectively.

Fonte  Fxstreet1787188049
US Treasury Department to buy back more longer-term bonds

The US Treasury Department said on Wednesday that it will buy back more of its longer-term bonds, in an effort to curb a sharp increase in borrowing costs, the Wall Street Journal reported.

Fonte  Fxstreet1787183669
US President Donald Trump announces "crushing economic operation" on Iran

US President Trump announced the most severe economic action ever taken against Iran, CBS News reported on Wednesday. Trump said this will be economic conflict and isolation on an unprecedented scale and the countries allowing financial aid to Iran will face severe economic consequences. 

Fonte  Fxstreet1787182871
Ata do Fed de Julho: Se a Inflação Não Cair, Aumentos de Juros Podem Ser Necessários

TradingKey - O Federal Reserve divulgou a ata de sua reunião de julho em 19 de agosto, no horário da Costa Leste dos EUA. Na reunião realizada nos dias 28 e 29 de julho, o FOMC decidiu manter a faixa-

Fonte  Tradingkey1787164051

United States 20-Year Bond Auction: 5.204% vs 5.163%

Fonte  Fxstreet1787162577
Indonesian Rupiah: BI holds rates to back IDR – BNY

Geoff Yu writes that Bank Indonesia (BI) kept its benchmark rate at 5.75% for a second month in Acting Governor Destry Damayanti’s first decision.

Fonte  Fxstreet1787153041
US 10-year Treasury yield tumbles as Treasury steps in to calm bond market

The US 10-year Treasury yield declines sharply on Wednesday, trading at 4.651% at the time of writing after reaching an intraday high of 4.712%.

Fonte  Fxstreet1787152624
United Kingdom: Energy-driven upside risks – Societe Generale

Societe Generale’s Sam Cartwright notes United Kingdom (UK) headline inflation rose to 2.9% year-on-year in July, driven mainly by higher household energy bills.

Fonte  Fxstreet1787151908
Thai Baht: Higher commodities threaten Baht stability – Commerzbank

Commerzbank analysts note that the Bank of Thailand (BoT) is expected to keep its policy rate at 1.0%, seeing it as sufficiently accommodative. USD/THB has consolidated in a 32.90–33.30 range, with rising global commodity prices and foreign outflows posing downside risks for the Baht.

Fonte  Fxstreet1787151267
Bank of England: Rate hold baseline with conflict risks – Societe Generale

Sam Cartwright at Societe Generale argues recent easing in United Kingdom (UK) services inflation and labour market loosening support the Bank of England’s wait-and-see stance. The baseline view is Bank Rate stays at 3.75% through 2026 to restrain underlying inflation.

Fonte  Fxstreet1787149360
South Korean Won: Growth-driven recovery offers policy lesson – ING

Chris Turner at ING explains that Korea’s earlier massive portfolio outflows and a weaker Korean Won (KRW) pushed USD/KRW to 1560 in June, despite a large current account surplus.

Fonte  Fxstreet1787148493
Fed Minutes expected to shed light on the depth of FOMC hawkish split

The United States (US) Federal Reserve (Fed) will release the Minutes of the July Federal Open Market Committee (FOMC) meeting on Wednesday.

Fonte  Fxstreet1787148000
Chinese Yuan: Policy support eyed as growth slows – Commerzbank

Commerzbank’s Charlie Lay, Dr. Henry Hao and Moses Lim note that China’s July data showed weaker Industrial Production and Retail Sales, underscoring fading momentum at the start of Q3.

Fonte  Fxstreet1787147621
Indonesian Rupiah: Stability-focused BI stance – UOB

UOB economist Enrico Tanuwidjaja notes that Bank Indonesia (BI) kept the BI Rate at 5.75% in August, prioritizing Rupiah and macro-financial stability over growth.

Fonte  Fxstreet1787145906
US Treasury doubles some long-dated debt buybacks to support liquidity

The United States (US) Department of the Treasury (US Treasury) announced on Wednesday that it will double the size of some of its buyback operations aimed at supporting liquidity in the longer-dated Treasury securities market.

Fonte  Fxstreet1787144974
United Kingdom: Constrained backdrop and BoE risks – Societe Generale

Societe Generale’s Sam Cartwright argues that a new UK Prime Minister has not altered the constrained fiscal backdrop, limiting ambitions on housebuilding, social care, investment and defence.

Fonte  Fxstreet1787144685
China: Policy support and structural shifts – HSBC

HSBC strategists review July data and the latest China Politburo guidance. Retail sales and Fixed Asset Investment softened, while Industrial Production and exports were supported by AI-related and green technology demand.

Fonte  Fxstreet1787143591
Canada: EU protectionist shift challenges diversification – NBC

National Bank of Canada’s (NBC) Angelo Katsoras argues that Canada’s push to diversify exports away from the United States (US) toward the European Union (EU) faces growing obstacles as EU industrial policy turns more protectionist.

Fonte  Fxstreet1787141926
US Dollar: Fed minutes watched as rate doubts grow – Commerzbank

Commerzbank’s Antje Praefcke says markets will scrutinize the latest Fed minutes for clues on how close policymakers remain to another rate hike after weaker US labour and inflation data reduced expectations for a hike by year-end.

Fonte  Fxstreet1787141155
Indonesian Rupiah: Policy continuity supports currency – Societe Generale

Societe Generale analysts Galvin Chia and Kunal Kundu note that Bank Indonesia kept the BI rate at 5.75%, with deposit and lending facility rates unchanged, reinforcing Rupiah stability and inflation control.

Fonte  Fxstreet1787140345
British Pound: Carry appeal keeps Sterling resilient as BoE stays on hold – ING

ING’s Chris Turner, citing UK economist James Smith, notes that July United Kingdom (UK) Consumer Price Index (CPI) had limited impact on EUR/GBP, with benign food inflation and only a modest uptick in the Bank of England’s core services measure to 3.8%.

Fonte  Fxstreet1787138774
United Kingdom: Upside risks building for inflation – Deutsche Bank

Deutsche Bank’s Chief United Kingdom (UK) Economist Sanjay Raja notes that UK inflation data for July broadly matched expectations, with headline Consumer Price Index (CPI) rising and core CPI steady.

Fonte  Fxstreet1787131764
Japanese Yen: BoJ’s hawkish pivot reshapes outlook against US Dollar - Standard Chartered

Standard Chartered strategists have revised its Bank of Japan (BoJ) rate outlook, bringing forward its expected 25bps hike from October to September and raising its terminal rate forecast to 1.75% from 1.50% previously.

Fonte  Fxstreet1787129356
WTI holds ground around $84.50 as supply risks increase due to US-Iran peace uncertainty

West Texas Intermediate (WTI) oil price moves sideways after three days of gains, trading around $84.50 per barrel during the European hours on Wednesday.

Fonte  Fxstreet1787126488
Euro: Extends rebound as yields stabilize against US Dollar - Danske Bank

Danske Research Team notes that EUR/USD has extended its rebound towards 1.1600 as European yields remain elevated while US Treasury yields stabilize after the recent spike.

Fonte  Fxstreet1787126333
Equities: Chip-led selloff under stagflation pressure – Deutsche Bank

Deutsche Bank strategists note that global equities endured another difficult session as rising yields and higher Oil reinforced a stagflationary backdrop. US indices, led by chip stocks and the NASDAQ, extended declines, while the STOXX Europe 600 posted its fifth consecutive drop.

Fonte  Fxstreet1787125280
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