Notícias

Indian Rupee: Hedging demand rises on bond gains – BNY

BNY’s Geoff Yu highlights that INR faces strong selling pressure from a rebalancing perspective, as Indian bonds have outperformed major peers. With INR flows broadly flat, FX exposure has risen and investors are advised to keep hedging elevated after strong duration gains.

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Iraqi PM calls for urgent security meeting after Saudi-US strikes

Iraqi Prime Minister (PM) Ali Faleh al-Zaydi has called for an urgent security meeting on Wednesday following joint military operation from Saudi Arabia and the United States (US), according to a statement.

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Equities: Record highs with tech under pressure – Deutsche Bank

Deutsche Bank analysts note that lower oil prices and bond yields supported US equities, helping the equal-weighted S&P 500 reach a record high as investors rotated into defensive and non-tech sectors.

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Iran officially rejects Oman’s regional joint Hormuz management proposal

According to a senior official from Iran, the nation doesn’t support Oman's proposal for regional joint management of Strait of Hormuz, a critical chokepoint for almost 20% of global energy supply.

Fonte  Fxstreet1785307720
Japanese Yen: Fed and energy drivers outweigh BoJ – ING

ING’s Chris Turner and Padhraic Garvey expect the Bank of Japan to keep its policy rate at 1.00% on 31 July, with any modestly hawkish shift seen as unlikely to materially boost the Yen or change the USD/JPY trajectory.

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South Korean Won nears four-month highs despite the KOSPI index selloff

The South Korean Won (KRW) extends gains for the second consecutive day against the US Dollar (USD), and is set for a 6.5% monthly rally. Strong South Korean macroeconomic data and market expectations of monetary tightening by the Bank of Korea have offset the KOSPI Index’s sell-off.

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Indonesian Rupiah gains as Fed uncertainty weighs on US Dollar

USD/IDR depreciates after two days of gains, trading around 18,120 during the Asian hours on Wednesday. However, the pair has lost ground as the US Dollar (USD) struggles ahead of the Federal Reserve’s (Fed) upcoming policy decision.

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Iran's IRGC confirms striking US base in Jordan

In European trade on Wednesday, the Iranian Islamic Revolutionary Guard Corps (IRGC) announces that it fired several ballistic missiles at a United States (US) air base and the military Central Command (CENTCOM) center in Jordan.

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India Gold price today: Gold falls, according to FXStreet data

Gold prices fell in India on Wednesday, according to data compiled by FXStreet.

Fonte  Fxstreet1785299794
British Pound gains ground as US Dollar struggles ahead of Fed decision

GBP/USD edges higher after remaining flat in the previous day, trading around 1.3300 during the Asian hours on Wednesday. The currency pair gains ground as the US Dollar (USD) struggles ahead of the Federal Reserve’s (Fed) upcoming policy decision.

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US CENTCOM launches strikes in Iraq targeting Iran-backed groups

US Central Command: carried out precision strikes in Iraq targeting Iran-backed groups planning attacks on US forces and Saudi oil facilities.

Fonte  Fxstreet1785288405
Japanese Yen holds ground despite rising oil prices

USD/JPY loses ground after registering minor gains in the previous day, trading around 163.70 during the Asian hours on Wednesday. The pair may regain ground as the Japanese Yen could come under pressure from rebounding oil prices.

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Indonesia: Policy focus after BI Governor exit – DBS

DBS Group Research economist Radhika Rao analyzes Indonesia markets after Bank Indonesia Governor Perry Warjiyo’s unexpected resignation. She notes initial weakness in onshore assets as investors reassess implications for Rupiah stability and bonds.

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Singapore Dollar: MAS tightening keeps pair under pressure – Commerzbank

Commerzbank analysts highlight that the Monetary Authority of Singapore (MAS) unexpectedly tightened policy for a second straight meeting, slightly increasing the Singapore Dollar (SGD) Nominal Effective Exchange Rate (NEER) slope while leaving the band’s centre and width unchanged.

Fonte  Fxstreet1785275520
Brazilian Real: BRL seen weaker into year-end – Rabobank

Rabobank’s strategists Mauricio Une and Renan Alves note that tensions between the United States (US) and Iran have eased slightly with a pause in hostilities, but the outlook for global energy and markets remains highly uncertain.

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United States: Supercore and measurement debates shape Fed path – BNY

BNY strategists John Velis and David Tam see elevated US supercore inflation as a key argument for further tightening but still favor a July hold.

Fonte  Fxstreet1785271140
Silver: Forecast cut but deficit supports upside – Commerzbank

Commerzbank’s Norman Liebke reports that Silver has fallen from USD 70 to USD 57.50 per troy ounce and that the bank has lowered its forecasts, now seeing USD 67 by year-end and USD 80 by end‑2027.

Fonte  Fxstreet1785267758
Federal Reserve: Knife-edge policy risks surprise – ING

ING’s Padhraic Garvey expects the Federal Reserve (Fed) to leave rates unchanged at the upcoming Federal Open Market Committee (FOMC) meeting, with odds seen around 60:40 for no move.

Fonte  Fxstreet1785248649
US CB Consumer Confidence Index eases to 90.8 in July

US consumer sentiment loses some momentum in July, as the Conference Board’s Consumer Confidence Index recedes to 90.8 from June’s 92.2 (revised from 91.2).

Fonte  Fxstreet1785247816
Swiss Franc: Weak performance tied to carry and Gold – TD Securities

TD Securities strategists argue that the Swiss Franc’s (CHF) underperformance since the February 2026 Iran shock reflects both low-yield carry dynamics and sensitivity to Gold prices.

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British Pound: Political risks and BoE stance shape outlook – Rabobank

Rabobank's Senior FX Strategist Jane Foley discusses British Pound (GBP) prospects around UK welfare reform, shifting voter polls and the upcoming Bank of England (BoE) decision. Foley highlights how PM Burnham’s fiscal choices and intra-Labour tensions could affect gilts and the Pound.

Fonte  Fxstreet1785244245
Trump downplays escalation risks while warning Iran against breaking agreements

In an interview with Fox News, cited by Reuters, US President Donald Trump said that Pickaxe Mountain, an Iranian underground nuclear site, is not a big problem, adding that the United States (US) is now in a very strong position with Iran.

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Federal Reserve: Scenarios into FOMC – DBS

DBS Group Research economist Eugene Leow notes that investors remain cautious on upcoming FOMC decisions, with markets pricing a 34% chance of a July hike and nearly full odds for September.

Fonte  Fxstreet1785242747
US ADP Employment Change 4-week average drops to 15K

Private-sector hiring in the US has further cooled in mid-July. According to the NER Pulse, the weekly companion to the ADP National Employment Report, companies added an average of 15K jobs per week in the four weeks ending July 11.

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Swiss Franc: Tariffs and steady SNB stance pressure currency – Commerzbank

Commerzbank’s Michael Pfister notes that reports of the Swiss National Bank (SNB) planning to keep rates unchanged until early 2028, if accurate, clash with still-ambitious market expectations for hikes by 2027.

Fonte  Fxstreet1785240037
CEE FX: Normalising rates leave room for gains – ING

ING’s Frantisek Taborsky notes Central and Eastern European (CEE) rate curves have repriced sharply, with more tightening now expected in Czech Republic and Poland and further easing in Hungary.

Fonte  Fxstreet1785236943
Indonesian Rupiah: Leadership change at BI sustains rupiah pressure – Commerzbank

Commerzbank’s Moses Lim argues that Bank Indonesia Governor Perry Warjiyo’s surprise resignation, following earlier high-profile departures, heightens concerns over policy continuity and institutional credibility as the Indonesian Rupiah (IDR) trades near historic lows versus the US Dollar (USD).

Fonte  Fxstreet1785232552
US Dollar: Fed hike odds and asymmetric risks – DBS

DBS Group Research’s Philip Wee notes that the Dollar is trading on diverging themes versus Developed Market and Asia-ex Japan currencies, with Fed expectations central. Futures are pricing a 38% chance of a surprise rate hike at Fed Chairman Kevin Warsh’s second FOMC meeting.

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Singapore Dollar: MAS surprise tightening supports SGD – HSBC

HSBC’s Abhilash Narayan notes that the Monetary Authority of Singapore (MAS) unexpectedly tightened policy on 27 July 2026 by raising the Singapore Dollar (SGD) Nominal Effective Exchange Rate (NEER) slope to 1.25%.

Fonte  Fxstreet1785229780
Swiss Franc: SNB on hold view boosts funding role – ING

ING’s Chris Turner highlights a Bloomberg source story suggesting the Swiss National Bank (SNB) may keep its policy rate at 0.00% until end-2027, aligning with ING’s own forecast.

Fonte  Fxstreet1785227322
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