Notícias

RBNZ: Gradual hiking path from September – TD Securities

TD Securities’ Prashant Newnaha now expects the Reserve Bank of New Zealand (RBNZ) to start raising the Official Cash Rate (OCR) from the September 2026 meeting, having previously forecast the first move in February 2027.

Fonte  Fxstreet1779181604
Euro weakens as Canadian Dollar receives support from higher oil prices

EUR/CAD pares its recent gains from the previous day, trading around 1.6000 during the European hours on Tuesday. The currency cross depreciates as the commodity-linked Canadian Dollar (CAD) holds ground against the Euro (EUR) due to higher oil prices.

Fonte  Fxstreet1779181243
Polish Zloty: Limited downside risk – Commerzbank

Commerzbank’s Tatha Ghose writes that Polish core inflation has firmed but remains manageable, driven mainly by external energy shocks rather than domestic policy errors.

Fonte  Fxstreet1779180599
BoE: Softer labour market data shape rate path – Nomura

Nomura’s Josie Anderson, George Buckley, Andrzej Szczepaniak and David Seif highlight a softer UK labour market, with falling payrolls, rising unemployment and weaker vacancies. They stress that labour data lag the Iran war shock, but see current softness as the starting point.

Fonte  Fxstreet1779180248
Canada CPI expected to show rising inflation in April, pressuring BoC rate outlook

The publication of Canada’s April Consumer Price Index (CPI) figures on Tuesday will be the focus of attention.

Fonte  Fxstreet1779177600
Australian Dollar falls vs Japanese Yen as RBA Minutes flag inflation, growth risks

AUD/JPY has offered its recent gains registered in the previous day, trading around 113.40 during the early European hours on Tuesday.

Fonte  Fxstreet1779176852
Fed: Rate cuts pushed out as risks rise – BNY

BNY strategists John Velis and David Tam have abandoned their call for two Federal Reserve rate cuts this year, citing persistent disruption in the Strait of Hormuz and a labor market that has not weakened as expected.

Fonte  Fxstreet1779176621
Norwegian Krone: Energy shock supports strength – Commerzbank

Antje Praefcke at Commerzbank highlights that the Norwegian Krone (NOK) has outperformed Euro (EUR) and US Dollar (USD), helped by Norway’s status as a net Oil and gas exporter during the Iran war.

Fonte  Fxstreet1779176110
Asian FX: Breather as Oil and yields ease – OCBC

OCBC’s FX Strategist Christopher Wong highlights that Asian FX has seen a modest stabilisation after an oil- and rates-led sell-off, helped by softer Brent and a pause in United States (US) yield gains.

Fonte  Fxstreet1779173299
Equities: Iran risk drives sectors – Danske Bank

Danske Research Team observes that equities moved lower on US tech underperformance and a defensive rotation, though most sectors ended higher and VIX declined.

Fonte  Fxstreet1779172697
US Dollar: Market weighs escalation risks and Fed path – Commerzbank

Commerzbank’s Antje Praefcke notes that rising Oil prices linked to renewed Middle East tensions are lifting US inflation and pushing back expectations for Fed rate cuts, with markets even contemplating a hike by mid‑2027.

Iran: Lifting sanctions, release of frozen funds, ending US blockade include in new proposal

According to the Islamic Republic News Agency (IRNA), Iran's deputy foreign minister said on Tuesday that lifting sanctions, releasing frozen funds, and ending the United States (US) blockade are major demands included in Iran's recent proposal to the US.

Fonte  Fxstreet1779171587

United Kingdom Claimant Count Rate unchanged at 4.4% in April

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United Kingdom Unemployment Rate rises to 5.0% in March vs. 4.9% expected

The United Kingdom’s (UK) ILO Unemployment Rate rose to 5.0% in the three months to March after reporting 4.9% in the previous reading, data published by the Office for National Statistics (ONS) showed on Tuesday.

Fonte  Fxstreet1779170461

United Kingdom Employment Change (3M) climbed from previous 25K to 148K in March

Fonte  Fxstreet1779170424

United Kingdom ILO Unemployment Rate (3M) registered at 5% above expectations (4.9%) in March

Fonte  Fxstreet1779170409

United Kingdom Claimant Count Change came in at 26.5K below forecasts (27.3K) in April

Fonte  Fxstreet1779170409

United Kingdom Average Earnings Excluding Bonus (3Mo/Yr) meets expectations (3.4%) in March

Fonte  Fxstreet1779170404

United Kingdom Average Earnings Including Bonus (3Mo/Yr) registered at 4.1% above expectations (3.8%) in March

Fonte  Fxstreet1779170404
Australian Dollar loses ground against Japanese Yen on stronger Japan GDP data

The AUD/JPY cross attracts some sellers to around 113.45 during the early European session on Tuesday. The Japanese Yen (JPY) strengthens against the Australian Dollar (AUD) following Japan’s upbeat Gross Domestic Product (GDP) report.

Fonte  Fxstreet1779165133

Japan Tertiary Industry Index (MoM) came in at -0.2%, above forecasts (-0.4%) in March

Fonte  Fxstreet1779165080

Japan Industrial Production (YoY) increased to 2.4% in March from previous 2.3%

Fonte  Fxstreet1779165056

Japan Capacity Utilization dipped from previous -0.1% to -1.2% in March

Fonte  Fxstreet1779165050

Japan Industrial Production (MoM) came in at -0.4%, above expectations (-0.5%) in March

Fonte  Fxstreet1779165049
British Pound softens as UK political turmoil, hawkish Fed bets weigh

The GBP/USD pair loses ground to near 1.3415 during the Asian trading hours on Tuesday. The British Pound (GBP) edges lower against the Greenback amid UK political turmoil. Traders will take more cues from the UK employment report, which is due later on Tuesday. 

Fonte  Fxstreet1779158526
Japan's Kiuchi says must stay alert to economic effects from Middle East conflict

Japan's Economy Minister, Minoru Kiuchi, said on Tuesday that the government will respond swiftly while monitoring the economic impact of the Middle East conflict and price hikes on households and businesses.

Fonte  Fxstreet1779155443
RBA Minutes: Members see case for rate hike as inflation expectations risk grows

The Reserve Bank of Australia (RBA) published the Minutes of its May monetary policy meeting this Tuesday, which showed that eight members saw case for rate hike as strongest and one member preferred to await further data. 

Fonte  Fxstreet1779154659

Australia Westpac Consumer Confidence rose from previous -12.5% to 83% in May

Fonte  Fxstreet1779151925

Japan Gross Domestic Product Deflator (YoY) above expectations (3.1%) in 1Q: Actual (3.4%)

Fonte  Fxstreet1779148346
Japan’s GDP grows 0.5% QoQ in Q1 2026 vs 0.4% expected

The Japanese economy expanded 0.5% over the quarter in the first quarter (Q1) of 2026, the preliminary report published by the Cabinet Office showed on Tuesday. This reading followed a 0.3% growth recorded in Q4 of 2025 and beat market expectations of a 0.4% expansion.

Fonte  Fxstreet1779148303
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