Brazilian Real: Volatility risks after Lula win – Societe Generale
Institutional, Societe Generale
Brazilian Real: Volatility risks after Lula win – Societe Generale
Societe Generale’s Dev Ashish analyzes Brazil after Lula’s surprise re-election over Flávio Bolsonaro. The note highlights likely pressure on Brazilian assets as markets unwind positions built on a Bolsonaro victory. It stresses challenging governability under a more conservative Congress, gradual fiscal consolidation, unresolved debt concerns and a higher-for-longer interest-rate outlook, including a shallower easing path […]
by Currency Hedger
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- 6 days ago
Institutional, TDS
US Dollar: October Fed pause raises December hike odds – TD Securities
TD Securities’ Oscar Munoz and Eli Nir expect the FOMC to keep the Fed Funds Rate at 4.00% in October, validating current market pricing while avoiding fresh forward guidance. They see inflation risks as elevated and argue that a hold now increases the likelihood of a December hike, with a non‑trivial chance of a larger […]
by Currency Hedger
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- 6 days ago
Market Analysis, Metals, Technical Analysis
Copper Price Forecast: Futures Fall Below $6.50 as AI Sector Concerns Weigh on Demand Despite Global Supply Risks
Copper futures are trading below $6.50 per pound, hovering near multi-week lows as concerns surrounding the artificial intelligence sector weaken investor risk appetite. The industrial metal is retreating from the record highs reached last month, with uncertainty over technology-sector valuations, US copper tariff policy and global economic conditions weighing on market sentiment. The decline comes […]
by Currency Hedger
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- 6 days ago
Market Analysis, Metals, Technical Analysis
Iron Ore Price Forecast: Prices Slide Towards CNY 670 as Weak Chinese Steel Profits Hit Demand
Iron ore prices are approaching CNY 670 per tonne, hovering near four-year lows as weakening profitability among Chinese steelmakers undermines demand prospects. The decline reflects growing pressure on the steel industry’s economics, with lower blast furnace operating rates pointing to softer production activity and reduced appetite for raw materials. Data from 247 Chinese steel mills […]
by Currency Hedger
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- 6 days ago
Market Analysis, Metals, Technical Analysis
Metals Market Update: Lithium Carbonate Rises 1.34% as Silver and Gold Advance
Metals markets are showing mixed performance in the latest commodity snapshot, with lithium carbonate leading the gainers at 1.34%, followed by silver, up 0.55%, and gold, which advances 0.46%. On the downside, platinum falls 0.82%, while iron ore traded in Chinese yuan declines 0.67%. The contrasting moves highlight differing price dynamics across battery materials, precious […]
by Currency Hedger
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- 6 days ago
Commodities, Market Analysis, Technical Analysis
Agricultural Commodities Forecast: Soybeans Drop 1.32% as Cotton and Corn Also Decline
Agricultural commodity markets are under pressure in the latest market snapshot, led by a 1.32% decline in soybeans. Cotton follows with a 1.10% loss, while corn falls 0.83%, placing three major agricultural commodities among the leading market decliners. Rubber moves in the opposite direction, rising 1.10% to lead the reported commodity gainers. The divergence highlights […]
by Currency Hedger
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- 6 days ago
India 10Y Yield Remains Near Over 3-Year High
India’s 10-year government bond yield stood at 7.465%, remaining near its highest level since March 2023 as elevated oil prices and expectations of further monetary tightening weighed on bonds. Brent crude surged above USD 117 a barrel last week amid Middle East supply concerns, heightening inflation risks for India, which imports nearly 90% of its […]
by Currency Hedger
- 0 Comments
- 6 days ago
UK 10-Year Gilt Yields Ease Ahead of Budget Announcement
UK 10-year gilt yields edged down to 5.35% as investors awaited Wednesday’s budget, with expectations that Chancellor John Healey will adhere to fiscal rules helping ease pressure on government bonds. According to the Financial Times, the government plans to provide £20.4 billion in additional funding to the National Wealth Fund and British Business Bank through […]
by Currency Hedger
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- 6 days ago
INR, Market Analysis, NOK, Technical Analysis, USD
FX Market Update: Norwegian Krone Leads Currency Gains as Indian Rupee Weakens
The Norwegian krone leads the latest currency-market performance, rising 0.50%, followed by the Swedish krona, up 0.25%, and the euro, which gains 0.16%. The moves highlight a mixed foreign-exchange landscape, with gains among selected European currencies contrasting with renewed weakness in the Indian rupee and modest losses for the US dollar index and Japanese yen. […]
by Currency Hedger
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- 6 days ago
Finland Producer Inflation Highest Since 2023
Producer prices in Finland rose by 9.8% year-on-year in September 2026, accelerating from a 7.3% gain in the previous month and marking the fastest growth since January 2023. The increase was largely driven by double-digit rises in prices of mining and quarrying (+13.8%) and water supply; sewerage, waste management and remediation services (+12.4%). Prices also […]
by Currency Hedger
- 0 Comments
- 6 days ago