Notícias

Philippine Peso: Inflation and politics weigh on PHP against US Dollar – ING

ING economists Deepali Bhargava and Lynn Song warn that upside inflation risks are re-emerging for the Philippine Peso (PHP), driven by recovering Oil prices and expectations of a strong El Niño that could spark a food-price shock. Rising global rice and fertiliser prices add to pressures.

Fonte  Fxstreet1786054140
Fed’s Musalem backs rate hikes, says inflation remains too high

The St. Louis Fed President, Alberto Musalem, stressed that “inflation is too high” and that it’s “critical” that monetary policy focuses on bringing down inflation.

Fonte  Fxstreet1786053586
Indonesia: Headline GDP strength, mixed momentum – Societe Generale

Societe Generale economist Kunal Kundu notes Indonesia’s 2Q26 Gross Domestic Product (GDP) grew 5.3% year-on-year, beating the bank’s 5.1% forecast, but warns the composition is less reassuring.

Fonte  Fxstreet1786051920
Thailand: Supply-led pressures and prolonged hold for BoT – UOB

UOB Global Economics & Markets Research, led by economists Enrico Tanuwidjaja and Sathit Talaengsatya, analyzes Thailand’s July CPI undershoot driven by lower fuel prices while core inflation edges higher.

Fonte  Fxstreet1786049460
Indonesian Rupiah: Policy uncertainty weighs on IDR against US Dollar – ING

ING economists Deepali Bhargava and Lynn Song flag renewed policy uncertainty for the Indonesian Rupiah (IDR) after the surprise resignation of Bank Indonesia’s (BI) governor, just as sentiment toward Indonesian assets was improving.

Fonte  Fxstreet1786046820
British Pound: Sentiment offsets softer spreads – Scotiabank

Scotiabank’s team notes the Pound is fractionally weaker versus the Dollar, with fundamentals less supportive as yield spreads soften. However, sentiment is improving as markets fade earlier political concerns following PM Burnham’s arrival and stronger-than-expected construction PMI.

Fonte  Fxstreet1786044415
Thai Baht: Supply risks and FX sensitivities – UOB

UOB’s economists highlight that Thailand’s inflation outlook is shaped by supply-side factors and external variables such as Oil and USD/THB.

Fonte  Fxstreet1786041923
Hormuz ship ban triggers a jump in US yields, fuels Fed hike bets

US Treasury yields climb along the curve as the Oman-Iran deal, which banned US and Israeli ships, whether military or civilian, from entering the Persian Gulf, drives crude prices higher, and as traders await the latest employment report.

Fonte  Fxstreet1786040117
China: Consumption risks under stable unemployment – Standard Chartered

Standard Chartered economists Hunter Chan and Shuang Ding highlight that China’s urban surveyed unemployment rate has remained in a 5.0-5.4% range over the past three years, yet broader labour underutilisation has risen.

Fonte  Fxstreet1786032420
Warsh do Fed pode considerar alta de juros em setembro se inflação estiver forte e, segundo relatos, insiste em comunicação minimalista

TradingKey - De acordo com o Financial Times, pessoas próximas ao novo presidente do Federal Reserve, Kevin Warsh, disseram que ele admitiu a pessoas ao seu redor que de fato houve erros durante suas

Fonte  Tradingkey1786030785
United Kingdom: Confidence may unlock household spending – Rabobank

Rabobank’s Stefan Koopman analyses United Kingdom demand prospects under Prime Minister Burnham’s shift from “securonomics” to “vibonomics”. The report argues that elevated household saving and weak confidence leave scope for a temporary consumption boost if sentiment improves.

Fonte  Fxstreet1786027866
Australia's AAA credit was just reaffirmed: Why the Australian Dollar still faces growth headwinds

The Australian Dollar (AUD) is balancing solid long-term fiscal fundamentals against near-term growth headwinds and shifting central bank expectations.

Fonte  Fxstreet1786027566

United States Wholesale Inventories came in at 0.2% below forecasts (0.3%) in June

Fonte  Fxstreet1786024801
United Kingdom: Polling bounce faces October test – Standard Chartered

Standard Chartered’s Christopher Graham analyzes recent United Kingdom (UK) polling, noting Labour has regained a lead over Reform UK and Conservatives after Andy Burnham became prime minister.

Fonte  Fxstreet1786022725
Prévia do Payroll de Julho: O crescimento do emprego pode permanecer baixo; como as ações dos EUA, o dólar e o ouro reagirão?

TradingKey - O Bureau of Labor Statistics dos EUA divulgará o relatório de empregos não agrícolas (payroll) de julho às 8h30 (horário do Leste) do dia 7 de agosto. O foco atual do mercado não está ape

Fonte  Tradingkey1786022647
United States: Core CPI momentum seen returning in July – TD Securities

TD Securities economists expect United States (US) July Core Consumer Price Index (CPI) to return to trend after June’s one-off weakness.

Fonte  Fxstreet1786021957

Russia Central Bank Reserves $: $720.3B vs previous $732.1B

Fonte  Fxstreet1786021211
US Initial Jobless Claims increased to 199K last week

According to a report from the US Department of Labour (DOL) released on Thursday, the number of US citizens submitting new applications for unemployment insurance rose marginally to 199K for the week ending August 1.

Fonte  Fxstreet1786019713

United States Unit Labor Costs registered at 1.3%, below expectations (2%) in 2Q

Fonte  Fxstreet1786019442

United States Continuing Jobless Claims came in at 1.801M, above expectations (1.79M) in July 24

Fonte  Fxstreet1786019436

United States Initial Jobless Claims 4-week average: 198.75K (July 31) vs previous 202.75K

Fonte  Fxstreet1786019402

United States Initial Jobless Claims came in at 199K below forecasts (202K) in July 31

Fonte  Fxstreet1786019402
Czech Koruna: Sideways against Euro as CNB holds rates – Commerzbank

Commerzbank’s Tatha Ghose expects the Czech National Bank (CNB) to keep its policy rate at 3.75%, framing June’s hike as fine-tuning rather than a new cycle. With headline and core inflation still within target, CNB can wait but must avoid sounding dovish.

Fonte  Fxstreet1786016634
Czech Koruna: Softer CNB guidance may weigh against euro – ING

ING strategist Frantisek Taborsky says July Czech inflation at 1.7% year-on-year should have limited impact on the Czech National Bank (CNB) meeting. He expects rates to stay at 3.75%, with guidance leaning more dovish than markets.

Fonte  Fxstreet1786008780
Swedish Krona: Riksbank set to hold despite core pressure – Nomura

Nomura strategists highlight that Swedish CPIF ex-energy inflation surprised to the upside in July even as headline CPIF slowed, largely due to government fuel duty cuts and public transport subsidies.

Fonte  Fxstreet1786007788
Equities: Nvidia stands out as broader tech mood cools – Deutsche Bank

Deutsche Bank strategists say the global equity rally lost momentum near record highs as technology shares weakened. The S&P 500 edged lower and the Nasdaq underperformed, with AMD and semiconductor stocks retreating after recent gains.

Fonte  Fxstreet1786005787
Australian Dollar: RBA uneasy pause – Standard Chartered

Standard Chartered’s Nicholas Chia expects the Reserve Bank of Australia (RBA) to keep the cash rate at 4.35% at its 11 August meeting, with no further hikes this year. Q2 core inflation and short-term expectations have eased, while the labour market has softened.

Fonte  Fxstreet1786005312
Equities: Tech-led rally faces growing caution – Danske Bank

Danske Research Team highlights that global equities have gained about 5% over five sessions, with cyclicals and growth outperforming defensives and value, pointing to a tech-driven move.

Fonte  Fxstreet1785999740
Canadian Dollar flatlines as traders watch possible US-Iran deal

The USD/CAD pair USD/CAD holds steady around 1.4015 during the early European trading hours on Thursday. Traders await a possible US-Iran deal, which could give direction to the pair. The US Initial Jobless Claims report is due later on Thursday. 

Fonte  Fxstreet1785997361
3.1%: Germany Factory Orders climb in June, beating estimates

Germany's Factory Orders rose in June, suggesting that the country’s manufacturing sector activity gained momentum, according to the official data published by the Federal Statistics Office on Thursday.

Fonte  Fxstreet1785996141
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