أخبار الأسواق

Natural gas: Prices stay high as winter risk persists – Commerzbank

Commerzbank’s Norman Liebke warns that European gas prices are set to remain elevated this winter as constrained LNG supply and below-average storage levels increase reliance on…

United Kingdom: Budget risks for fiscal headroom and rates - ING

ING economist James Smith expects the UK Autumn Budget to show reduced fiscal headroom as higher debt interest costs bite, with limited stimulus and modest tax hikes to rebuild…

Canadian Dollar: Consolidation around 1.40 level – Scotiabank

Scotiabank strategists Shaun Osborne and Eric Theoret report USD/CAD trading flat with the Canadian Dollar (CAD) underperforming other commodity currencies but gaining versus…

US CB Consumer Confidence Index improves to 91.7 in October

US consumer sentiment gathers some momentum in October, as the Conference Board’s Consumer Confidence Index improves to 91.7 from September’s 84.2 (revised from 81.9).

Brazilian Real: Brazil election shock keeps volatility high – MUFG

MUFG’s Halpenny warns that Brazil’s election-driven market sell-off could fuel further volatility, while a right-leaning Congress may force President Lula da Silva to compromise…

US October Richmond Fed -2 vs -2 expected

Manufacturing shipments 0 vs -5 last month Other details: Employment 3 versus 7 last month Wages 20 versus 17 last month Prices paid 7.12 versus 7.08 last month Prices received…

October US consumer confidence 91.7 vs 81.0 expected

Prior was 81.9 (revised to 84.2) Present situation 120.4 vs 111.8 prior Expectations 72.6 vs 65.7 prior This is a nice jump but it comes after the worst reading since 2014 so it's…

US New home sales for September 0.676M annualized vs 0.650M estimate

Prior month 0.684M annualized revised lower to 0.680M annualized Details: New home sales: 676,000 annualized. Prior 680,000. Sales change: −0.6% MoM; −5.3% YoY. Homes for sale:…

Japanese Yen retreats as traders await Fed and BoJ monetary policy decisions

USD/JPY edges higher on Tuesday as last week’s AI-related worries subside, reducing the Japanese Yen’s (JPY) safe-haven appeal and helping the US Dollar (USD) resume its uptrend…

Mexican Peso: Weakness seen limited against US Dollar – Commerzbank

Commerzbank FX analyst Michael Pfister reviews the recent sharp depreciation of the Mexican Peso (MXN) against the US Dollar (USD) and argues that the move looks overdone. He…

British Pound: Range trading expected against US Dollar - UOB

United Overseas Bank’s (UOB) Quek Ser Leang and Lee Sue Ann report that GBP/USD broke below prior support at 1.3340, with intraday downside momentum modest but sufficient to keep…

Bank of Canada: Higher oil prices support a rate hike – NBC

National Bank of Canada (NBC) economists Taylor Schleich and Ethan Currie argue that economic slack and contained core inflation have allowed the Bank of Canada to be patient, but…

US August Case-Shiller 20-city house price index +2.7% y/y vs +2.6% expected

Prior was +2.5% y/y 20-city house price index +0.3% m/m vs +0.3% expected Mortgage rates at 7.5% aren't doing any favors for the housing market. For background, the S&P…

US FHFA Monthly home prices index 0.3% vs 0.2% estimate

Prior month 0.3% Details of the report US August FHFA house prices rise 0.3% as expected; annual growth slows to 2.4% House prices MoM: +0.3% vs +0.3% expected. Prior revised to…

Canadian dollar slips as investors await Bank of Canada, Fed rate decisions

Experts agree: Fed policy outlook and geopolitical tensions keep US Dollar bid

The US Dollar has been one of the strongest performers among major currencies in the last few sessions.

Federal Reserve: December hike expectations – BNY

BNY Markets’ John Velis previews the October FOMC, expecting no rate hike this week but a possible move in December. He notes market-implied probabilities show the Fed funds rate…

Brazilian Real: Post-ambush path tied to politics – Societe Generale

Societe Generale strategists highlight severe pressure on the Brazilian Real, which will resume trading at 5.4155 after an 8.5% drop driven by unwinding of long positions.

Japanese Yen: Hedge appeal strengthens against US Dollar - OCBC

OCBC’s Sim Moh Siong and Christopher Wong highlight that the Japanese Yen (JPY) is regaining relevance as a portfolio hedge amid shifting AI-related market risks.

United States Durable Goods Orders rise 1.8% in September vs. 0.6% expected

New orders for manufactured Durable Goods in the United States (US) rose by $6.3 billion, or 1.8%, to $345.4 billion in September, the US Census Bureau reported on Tuesday. This…

US September durable goods orders +1.8% vs +1.7% expected

Prior was 0.0% Ex-transport +0.5% vs +0.6% expected Prior ex-transport +0.3% Ex-defense +2.2% vs +0.1% prior Non-defense capital goods orders ex-air +0.5% vs +0.7% expected Prior…

U.S. Treasury yields hover near multi-week lows ahead of Fed decision

investingLive European news wrap: Markets remain rangebound ahead of the FOMC decision

Headlines: FOMC Preview: A hawkish hold as markets watch for signals about timing and extent of further tightening Why the Federal Reserve matters more to crypto market than many…

Gold holds above $4,000 as traders brace for Fed interest rate decision

Gold (XAU/USD) edges higher during American trading hours on Tuesday after trading in negative territory earlier in the day.

Dollar firms on AI rebound as euro trips on French worries

Sterling today: Pound dips on firm dollar as Fed, budget loom

France consumer confidence plunges to lowest since 2013 as fiscal worries deepen

France October consumer confidence 80 vs 85 expected Prior 86; revised to 85 That's a major blow. French household confidence falls to its lowest since 2013 in October as fiscal…

What are the main events for today?

EUROPEAN SESSION In the European session, we don't have much on the agenda other than a couple of low-tier releases like the French consumer confidence and the Spanish…

Bond market tensions ease but Treasury yields near 5% and France's debt risks keep investors on edge

There is a bit of a welcome relief in global bonds to start the new week, particularly in Europe after Moody's affirmed France's Aa3 credit rating. Meanwhile, Treasury yields have…

European markets face a quiet calendar today as central banks and big tech earnings loom

European traders will be greeted with a rather bare economic calendar when they get to their desks today, and I reckon that might suit some market players just fine considering…

investingLive Asia-Pacific market news: Regional stocks mostly rose

Asia firms into Tokyo lunch: Japan and Korea stocks rise, AUD and NZD gain after Nasdaq lead Ethereum Foundation “dump” is a $6.4m treasury sale, not a crisis South Korea Q3 GDP…

China September industrial profits jump 14.4% y/y, rebounding from 4.2% in August

The rebound offers a modest positive surprise for Chinese assets at a time when sentiment is fragile, with onshore equities in a bear market and Morgan Stanley warning of further…

Japan September services PPI holds at 3.7% y/y, in line with forecast, before BoJ

An in-line print is unlikely to move the yen much on its own, but it removes one possible dovish surprise before Friday’s decision and keeps the backdrop supportive of December…

Greer warns $3.4 billion EU loan to Airbus may breach US-EU aircraft trade truce Alt headlines:

This is a warning shot rather than an escalation, so the immediate market impact is likely confined to aerospace names, with Airbus and Boeing shares the most exposed to any shift…

Dollar rebounds as euro slips ahead of key central bank decisions

Canadian dollar steadies after seven-day rally ahead of rate decisions

Brazil’s real weakens 12% as Lula wins reelection

U.S. yields hover near 3-week lows as ahead of Fed decision

Sterling today: Pound slips as dollar holds firm ahead of Fed decision

Dollar steadies as AI jitters spur yen gains and weigh on euro