금융 뉴스 허브

European Central Bank: Structural LTROs could ease funding pressure - Rabobank

Rabobank's Bas van Geffen, analyses how forthcoming structural Longer-term Refinancing Operations (LTROs) could complement the European Central Bank's (ECB) standard refinancing operations as excess l ...

United States S&P Global Manufacturing PMI came in at 53.2, below expectations (53.9) in August

Brent: Supply risks keep prices elevated – Commerzbank

Commerzbank’s Barbara Lambrecht says tensions around the Strait of Hormuz and tight diesel inventories continue to support Brent. With prices near USD 94 and almost 20% above their early-August lows, ...

Mexico Retail Sales (YoY) below expectations (3.1%) in June: Actual (2.7%)

Mexico Retail Sales (MoM) came in at -0.2%, below expectations (0.1%) in June

Canadian Dollar: Binary tariff risks shape near-term path – TD Securities

TD Securities strategists argue that Section 338 tariff negotiations pose a binary risk for the Canadian Dollar (CAD) and USD/CAD.

Clash in the capital as Fed and Treasury contradict

Treasury Secretary Scott Bessent’s sudden announcement on Wednesday that the Treasury would double the cost of its debt buyback scheme has sent the DXY to its lowest since May.

US Dollar: Yield management weighs on currency – BBH

Brown Brothers Harriman’s (BBH) Elias Haddad notes the US Dollar (USD) is weaker against all major currencies as longer-term US Treasury yields edge lower following buyback plans. Haddad argues expand ...

US Dollar: Limited upside as fiscal plans questioned – MUFG

MUFG’s Derek Halpenny notes that the US Dollar has weakened as investors focus on potential US Treasury measures to stem the decline in Treasury yields, while Japanese inflation data supports expectat ...

Gold breaks $4,550 as Dollar weakness offsets higher yields

Gold is currently trading in an unusual but analytically important cross-asset regime in which traditional macro relationships have partially broken down.

ECB’s Kazāks: Central bank is well placed to act if needed to get inflation to 2%

European Central Bank (ECB) Governing Council member Mārtiņš Kazāks said during the European trading session on Friday that the central bank won’t hesitate to act if needed to bring Eurozone inflation ...

Japanese Yen: Weakness offsets intervention impact – MUFG

MUFG's Michael Wan notes that US longer-end yields have returned close to pre-buyback levels, with the 10-year at 4.7% and 30-year at 5.24%, weighing on risk assets.