Notícias

New Zealand ANZ – Roy Morgan Consumer Confidence dipped from previous 91.3 to 80.3 in April

Fonte  Fxstreet1777588731
Taiwan: Growth strength and CBC stance – UOB

UOB’s Ho Woei Chen highlights Taiwan’s strong 1Q26 Gross Domestic Product (GDP) performance, driven by exports and improving domestic demand, and expects full-year 2026 growth to exceed 9%.

Fonte  Fxstreet1777585020

Mexico Fiscal Balance, pesos fell from previous -50.733B to -110.1B in March

Fonte  Fxstreet1777583155
Rising inflation and slowing growth put ECB and BoE in a bind

The European Central Bank (ECB) and the Bank of England (BoE) may operate in different economies, but this week’s meetings delivered a strikingly similar message: inflation risks are creeping back just as growth is losing momentum, giving some belief to the idea that a stagflationary scenario could

Fonte  Fxstreet1777582350
Thailand: BoT pause extended as stagflation risks build – DBS

DBS Group Research economist Chua Han Teng expects the Bank of Thailand (BoT) to keep its policy rate at 1.00% through end-2026 as stagflationary pressures from Iran-related supply shocks hit growth and inflation.

Fonte  Fxstreet1777582320
China: Manufacturing outlook bright, demand softens – UOB

UOB economist Ho Woei Chen assesses China’s latest PMIs, noting a positive outlook for manufacturing supported by strong AI-related export demand and robust industrial profits, while domestic demand and services weaken.

Fonte  Fxstreet1777579860
Romania: Reform risks rise – Standard Chartered

Standard Chartered Bank analysts Pietro Righi and Christopher Graham warn that renewed political turmoil in Romania could undermine fiscal consolidation and delay key reforms.

Fonte  Fxstreet1777577820
Asian FX: Oil shock and Fed stance pressure – OCBC

OCBC strategists Sim Moh Siong and Christopher Wong highlight that most Asian FX traded softer as Brent’s rise toward USD120/bbl, inflation risks and hawkish Fed repricing weighed on sentiment.

Fonte  Fxstreet1777575744
India: Growth resilient but risks building – Commerzbank

Commerzbank analysts describe India’s growth backdrop as solid, with GDP expected around 6.5% in fiscal 2026–2027, supported by domestic demand, GST 2.0 reforms, and investment-friendly budgets.

Fonte  Fxstreet1777574137
UK: Local vote risks and Gilt focus – Standard Chartered

Standard Chartered strategists discuss how United Kingdom (UK) local elections on 7 May could intensify political pressure on Prime Minister Starmer and potentially trigger a Labour leadership challenge.

Fonte  Fxstreet1777571548
BoE recap: An “active hold” as inflation risks re-emerge

The Bank of England (BoE) kept rates unchanged at 3.75%, but unlike a passive pause, this was framed as a deliberate and active policy choice.

Fonte  Fxstreet1777565233

United States 4-Week Bill Auction climbed from previous 3.595% to 3.6%

Fonte  Fxstreet1777563649
ECB sources see two rate hikes if Brent stays above $100 ─ RTRS

Sources speaking with Reuters revealed that the European Central Bank (ECB) policymakers are likely to hike rates “at least” twice this year, beginning in June if there’s no resolution to the Iran conflict.

Fonte  Fxstreet1777561645

Colombia National Jobless Rate down to 8.8% in March from previous 9.2%

Fonte  Fxstreet1777561638
ECB: Stagflation risks complicate policy path – ING

ING’s Global Head of Macro, Carsten Brzeski, notes that the European Central Bank (ECB) kept interest rates on hold as stagflationary pressures in the Eurozone rise. The bank highlights weaker Gross Domestic Product (GDP) growth, mixed inflation dynamics and tighter credit conditions.

Fonte  Fxstreet1777561329
Fed: Dots and easing path steady – ABN AMRO

ABN AMRO’s US Senior Economist Rogier Quaedvlieg reviews the latest Federal Open Market Committee (FOMC) decision, noting that the Federal Reserve (Fed) kept rates unchanged and maintained an easing bias in its statement.

Fonte  Fxstreet1777560838
ECB recap: between rising inflation risks and a slowing economy

As widely telegraphed, the European Central Bank (ECB) kept its policy rates unchanged, but the tone of the meeting reflected a far more complicated backdrop.

Fonte  Fxstreet1777560788
Canada: Growth masks structural headwinds – NBC

National Bank of Canada (NBC) economists Matthieu Arseneau and Alexandra Ducharme note that the Canadian economy expanded by 0.2% in February, with Q1 Gross Domestic Product (GDP) by industry tracking 1.7% annualized.

Fonte  Fxstreet1777560007

United States EIA Natural Gas Storage Change below forecasts (83B) in April 24: Actual (79B)

Fonte  Fxstreet1777559404
BoE: Cautious hike risks grow – Rabobank

Rabobank's Senior Macro Strategist Stefan Koopman reviews the latest Bank of England (BoE) decision to hold the Bank Rate at 3.75%, noting Governor Bailey’s description of an 'active hold' as he balances inflation persistence against risks to employment and activity.

Fonte  Fxstreet1777559036
Japan reportedly conducts first FX intervention since 2024 to counter speculative moves

Japanese authorities reportedly intervened directly in the foreign exchange market on Thursday, according to Reuters, citing Nikkei, which attributed the information to Japanese government sources.

Fonte  Fxstreet1777557503
ECB: June hike prospects strengthen – Nordea

Nordea’s Chief Analyst Jan von Gerich notes that the European Central Bank (ECB) kept its key rate at 2.0% and maintained a data-dependent, meeting-by-meeting stance.

Fonte  Fxstreet1777557362

United States Chicago PMI came in at 49.2 below forecasts (53) in April

Fonte  Fxstreet1777556898
CAD: Growth momentum supports steady BoC – RBC

Royal Bank of Canada (RBC) economist Abbey Xu reports that Canada's Gross Domestic Product (GDP) grew 0.2% in February, with both goods-producing and services industries contributing as earlier auto-sector disruptions faded.

Fonte  Fxstreet1777556554
Lagarde speech: Not seeing second round effects

Christine Lagarde, President of the European Central Bank (ECB), explains the ECB's decision to leave key rates unchanged at the April policy meeting and responds to questions from the press.

Fonte  Fxstreet1777556148
Copper: High prices curb near‑term upside – Commerzbank

Commerzbank’s Thu Lan Nguyen highlights that Copper’s supply surplus has widened to about 300,000 tons early this year as production expanded while demand stagnated. February saw a notable demand drop with prices near USD 13,000 per ton.

Fonte  Fxstreet1777555721
Lagarde speech: Interest rates best tool we can use

Christine Lagarde, President of the European Central Bank (ECB), explains the ECB's decision to leave key rates unchanged at the April policy meeting and responds to questions from the press.

Fonte  Fxstreet1777555068
Lagarde speech: Debated at length a hike

Christine Lagarde, President of the European Central Bank (ECB), explains the ECB's decision to leave key rates unchanged at the April policy meeting and responds to questions from the press.

Fonte  Fxstreet1777554470

Russia Central Bank Reserves $ down to $771.7B from previous $779.5B

Fonte  Fxstreet1777554054
BoE: June hike seen as one and done – ING

ING’s James Smith notes that the Bank of England (BoE) kept rates at 3.75% in April but is moving closer to tightening as the Middle East crisis persists. ING now expects a single June rate hike, with UK inflation seen peaking slightly above 4% this year.

Fonte  Fxstreet1777554046
goTop
quote