Notícias

Bank of Japan set to keep interest rates unchanged after suspected Yen intervention

Investors are turning their attention to the Bank of Japan’s (BoJ) monetary policy announcement on Friday, after the Japanese Yen (JPY) staged a dramatic rebound during Thursday's American session.

Fonte  Fxstreet1785448800
China: Incremental support and trade risks – TD Securities

TD Securities’ Senior Asia Economist Alex Loo assesses the July Politburo meeting, noting no major new stimulus despite acknowledged growth challenges. The focus is on fiscal execution, accelerating spending and bond use to support the Six Networks infrastructure program.

Fonte  Fxstreet1785445080
Oil: Key driver of UK inflation scenarios – Rabobank

RaboResearch highlights Oil as the dominant input for UK monetary policy. The Bank of England’s central forecast assumes Oil prices fall from $76 to around $71, with inflation peaking near 3.2%, but Brent already trades above $90.

Fonte  Fxstreet1785443098
Chinese Yuan: Gradual gains versus US Dollar – Commerzbank

Commerzbank FX & Commodity Analyst Volkmar Baur argues that China’s large trade surplus, driven increasingly by green technology exports, is supporting a stronger Chinese Yuan.

Fonte  Fxstreet1785442260
Malaysian Ringgit: Political risks rise as fundamentals hold firm – MUFG

MUFG’s Lloyd Chan highlights that Malaysia’s solid growth, low inflation and prudent policy are supporting the Ringgit, but rising domestic political risks could drive USD/MYR in coming months.

Fonte  Fxstreet1785440280
South Korean Won: Policy tightening expectations lift KRW against US Dollar – Commerzbank

Commerzbank Research notes that USD/KRW has fallen to its lowest level since February as South Korean authorities tighten rules on leveraged ETFs to curb Kospi volatility.

Fonte  Fxstreet1785437880
China: Consumption pivot points to slower growth - Rabobank

Rabobank’s Teeuwe Mevissen highlights that China’s Gross Domestic Product (GDP) growth undershot expectations in Q2, with persistent headwinds from weak domestic demand and a deepening real estate crisis.

Fonte  Fxstreet1785435180
Singapore: Fiscal and FX coordination on policy – DBS

DBS Group Research economist Chua Han Teng analyzes Singapore’s latest SGD900mn fiscal support package and the Monetary Authority of Singapore’s (MAS) calibrated tightening of the Singapore Dollar (SGD) Nominal Effective Exchange Rate (NEER) band.

Fonte  Fxstreet1785432704
Malaysia: Balanced macro profile supports Ringgit – MUFG

MUFG notes Malaysia remains one of Asia’s stronger-performing economies, with above-trend growth, low inflation and robust external demand, especially in electronics.

Fonte  Fxstreet1785426660
Bank of England: Tighter conditions support September hold – TD Securities

TD Securities strategists highlight that the Bank of England (BoE) kept Bank Rate at 3.75% with a 6-3 split, signalling slightly more hawkish rhetoric but continued comfort with existing tightening.

Fonte  Fxstreet1785423500
China: Domestic weakness calls for measured fiscal support - Commerzbank

Volkmar Baur at Commerzbank assesses that China’s Gross Domestic Product (GDP) growth of 4.3% year-on-year in Q2 2026 fell short of the government’s 4.5–5% target, with real estate weakness and cautious fiscal policy weighing on demand.

Fonte  Fxstreet1785422001

United States EIA Natural Gas Storage Change came in at 28B below forecasts (35B) in July 24

Fonte  Fxstreet1785421803
Eurozone: Strategic push reshapes dependencies – Rabobank

RaboResearch economists Maartje Wijffelaars and Leander Kalff outline how the European Union is intensifying efforts to strengthen Eurozone industry and reduce external dependencies.

Fonte  Fxstreet1785420414
Germany: War-driven energy shock shapes outlook – Commerzbank

Commerzbank’s Dr. Ralph Solveen analyzes German inflation after the July national Consumer Price Index (CPI) rose from 2.3% to 2.8%, driven mainly by higher energy prices linked to conflict in the Persian Gulf and the end of fuel tax rebates.

Fonte  Fxstreet1785419804
Breaking: Japanese Yen surges on suspected intervention, USD/JPY plunges below 161.00

The Japanese Yen is surging accross the board in the American session on Thursday, without a clear catalyst. This development hints that Japanese authorities may finally be intervening in foreign exchange markets following days of speculation.

Fonte  Fxstreet1785419401
Canadian Dollar: BoC minutes flags two-sided economic risks – TD Securities

TD Securities strategists note the Bank of Canada’s (BoC) July Summary of Deliberations was balanced, with the Bank seeing the economy adjusting to recent shocks and expecting growth to strengthen, while worrying about medium-term inflation expectations drifting higher.

Fonte  Fxstreet1785418767
Federal Reserve: Fed holds rates and supports Dollar – HSBC

HSBC’s Jose Rasco and Michael Zervos note that the US Federal Reserve (Fed) kept rates unchanged for a fifth straight meeting, with a 9-3 split highlighting internal debate.

Fonte  Fxstreet1785417504
Inflação do PCE de junho nos EUA desacelera com queda do núcleo para 3,3%, aliviando pressão sobre a política do Fed

TradingKey - Dados divulgados pelo Departamento de Comércio dos EUA na quinta-feira mostraram que o índice de preços de Gastos com Consumo Pessoal (PCE) dos EUA subiu 3,7% na comparação anual em junho

Fonte  Tradingkey1785416414
US PCE inflation data confirm steady disinflation

The United States (US) Personal Consumption Expenditures (PCE) Price Index pointed to a further moderation in inflation in June. The headline index fell by 0.1% MoM after a revised 0.5% increase in May, while the annual rate eased to 3.7% from 4.1%, in line with market expectations.

Fonte  Fxstreet1785415816

United States Gross Domestic Product Price Index above expectations (3.6%) in 2Q: Actual (6.3%)

Fonte  Fxstreet1785414642

United States Continuing Jobless Claims registered at 1.782M, below expectations (1.8M) in July 17

Fonte  Fxstreet1785414630
Federal Reserve: September hike risk stays elevated – ABN AMRO

ABN AMRO strategists analyze the latest Federal Reserve decision to keep the federal funds rate at 3.5-3.75%. They highlight dissenting votes, Kevin Warsh’s emphasis on the 2% inflation target, and the Fed’s reliance on market signals.

Fonte  Fxstreet1785414387
Bailey speech: Encouraging CPI is below where we thought it would be

Bank of England (BoE) Governor Andrew Bailey explains the decision to maintain the bank rate at 3.75% in a 6-3 vote split following the July monetary policy meeting and responds to questions from the press.

Fonte  Fxstreet1785414136
Bailey speech: Need to raise rates if Mideast conflict leads to 2nd round effects

Bank of England (BoE) Governor Andrew Bailey explains the decision to maintain the bank rate at 3.75% in a 6-3 vote split following the July monetary policy meeting and responds to questions from the press.

Fonte  Fxstreet1785413865
Bailey speech: Ready to adjust our stance as evidence evolves

Bank of England (BoE) Governor Andrew Bailey explains the decision to maintain the bank rate at 3.75% in a 6-3 vote split following the July monetary policy meeting and responds to questions from the press.

Fonte  Fxstreet1785413425
Germany annual CPI inflation climbs to 2.8% in July vs. 2.7% expected

Annual inflation in Germany, as measured by the change in the Consumer Price Index (CPI), climbed to 2.8% in July's flash estimate from 2.3% in June. This print came in above the market expectation of 2.7%. On a monthly basis, the CPI rose 0.8%, following the 0.3% decrease recorded in June.

Fonte  Fxstreet1785413308
United States: Growth and inflation data set to soften – TD Securities

TD Securities expects United States (US) Gross Domestic Product (GDP) to slow to 1.0% q/q annualized in Q2, well below the 2.0% consensus, even as underlying growth is supported by a recovering US consumer and AI-related investment, with net exports and inventories dragging.

Fonte  Fxstreet1785411961
Polish Zloty: Glapinski probe seen low-impact for FX – Commerzbank

Commerzbank’s Tatha Ghose highlights accelerating efforts in Poland’s Sejm to hold NBP Governor Adam Glapinski accountable before the State Tribunal, amid allegations of politicising the central bank.

Fonte  Fxstreet1785410424
Federal Reserve: September hike risk stays on table – Nordea

Nordea’s Kirsti Sunde Midttun notes that the Federal Reserve (Fed) kept its target range at 3.50–3.75%, but three hawkish dissents make the hold less comfortable than in June. With no new projections, the unchanged statement and a cautious press conference offered limited guidance.

Fonte  Fxstreet1785409926
Bank of England: Market pricing stays hawkish – ING

ING’s Michiel Tukker and Padhraic Garvey expect no change in the Bank of England (BoE) policy rate at the upcoming meeting, despite markets pricing in substantial tightening.

Fonte  Fxstreet1785404876
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