Euro: Political risks cap recovery against US Dollar – Rabobank
Institutional, Rabobank
Euro: Political risks cap recovery against US Dollar – Rabobank
Rabobank’s Senior FX StrategistJane Foley discusses EUR/USD, noting that the European Central Bank (ECB) is expected to keep rates unchanged, with another hike likely in December. Foley highlights widening French OAT–Bund spreads, easing ECB hike expectations, and rising far-right political risks in France and Germany as key factors keeping the Euro and EUR/USD under pressure, […]
by Currency Hedger
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- 2 days ago
EUR, Fx Pairs, Hedging, Market Analysis, Technical Analysis
There is no good scenario for the euro today
Key takeaways The ECB will publish its decision at 14:15 CET, and the press conference will take place at 14:45 CET Today’s ECB meeting presents Christine Lagarde with a choice in which every option works to the disadvantage of the single currency. Perhaps this also offers hope for the euro. Things are so bad that […]
by Currency Hedger
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- 2 days ago
ING, Institutional
CEE FX: Gas-driven downside risks persist – ING
ING’s Frantisek Taborsky notes the Czech National Bank is likely to deliver a 25bp hike to 4.00%, but stresses that CEE markets are primarily driven by energy prices. While a softer EUR/USD and firmer equities may offer short-term support to CEE currencies, surging TTF gas prices above €100 underpin ING’s bearish medium-term outlook for regional […]
by Currency Hedger
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- 2 days ago
Market Analysis, Technical Analysis
Global Bond Yields Fall as New Zealand 10-Year Bonds Lead Declines
Government bond yields move lower across most major markets, with New Zealand’s 10-year government bond yield recording the sharpest decline at 5.90 basis points. German 10-year yields fall by 2.89 basis points, while US 10-year Treasury yields decline by 2.70 basis points. Japan moves against the broader trend, with its 10-year government bond yield rising […]
by Currency Hedger
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- 2 days ago
Italy Jobless Rate Steady at 16-Month High
Italy’s unemployment rate remained stable at 6.3% in September 2026, the highest since May 2025. The number of unemployed people increased by 4,000, or 0.3%, during the month. Meanwhile, the inactivity rate among people aged 15 to 64 remained unchanged at 32.7%. The number of employed people stood at 24.328 million, largely unchanged from August, […]
by Currency Hedger
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- 2 days ago
EUR, Hedging, Market Analysis, Technical Analysis, USD
Euro hangs near YTD low vs USD as focus remains on US macro data and ECB policy update
The EUR/USD pair sticks to a mildly negative bias through the first half of the European session on Thursday, currently trading below 1.1150 and close to its lowest level since May 2025. The downside, however, remains cushioned as traders keenly await important US macro releases and the key central bank event. The Advance US Q3 […]
by Currency Hedger
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- 2 days ago
Deutsche Bank, Institutional
Equities: Tech earnings weigh on US futures – Deutsche Bank
Deutsche Bank strategists highlight pressure on US equity futures as disappointing results from Alphabet and Samsung overshadow Microsoft’s strong cloud performance. They note broader weakness across Asian markets, while European equities struggle for direction amid rising energy prices. Upcoming earnings from Amazon and Intel remain in focus. Tech earnings disappoint as Nasdaq futures retreat “Alphabet’s […]
by Currency Hedger
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- 2 days ago
DBS, Institutional
US Dollar: Fed hawkish hold fails to extend gains – DBS
DBS Group Research economist Philip Wee notes that the Federal Reserve’s hawkish pause did not sustain the Dollar’s rally, even as US Treasury yields rose. He highlights Kevin Warsh’s cautious tone on future hikes and the importance of upcoming PCE inflation and 3Q26 GDP data. Wee argues resilient growth with easing underlying inflation could challenge […]
by Currency Hedger
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- 2 days ago
US PCE Inflation Expected to Accelerate
The US PCE price index is expected to increase 0.5% month-over-month in September 2026, which would mark the biggest gain in six months, following a 0.3% rise in August. The core PCE price index, which excludes food and energy, is projected to rise 0.3%, the most in four months after a 0.2% gain. On an […]
by Currency Hedger
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- 2 days ago
Chart of the day: US100
The Nasdaq-100 Index (US100) has found itself caught between two forces that will dictate its direction in the coming weeks: the Federal Reserve’s continued hawkish stance and disappointing earnings reports from Wall Street’s largest companies, despite their strong results. The Fed kept rates in the 3.75–4.0 percent range, and the market interpreted the 10–2 vote […]
by Currency Hedger
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- 2 days ago