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CEE FX: Rates relief and CNB meeting – ING
ING strategist Frantisek Taborsky says Central and Eastern European markets opened positively, with rates markets outpricing hikes while FX stayed sidelined.
USD/CZK
Fxstreet
Tue, Aug 4
Brent: Sharp drop questions supply fears – Rabobank
Rabobank’s Senior Market Strategist Benjamin Picton notes Brent futures fell over 7% and Singapore gasoil nearly 11%, despite ongoing geopolitical and logistical disruptions to Oil and refined products.
Brent
Fxstreet
Tue, Aug 4
Forex Today: Mideast uncertainty keeps USD supported ahead of next batch of US data
Here is what you need to know on Tuesday, August 4:
Fxstreet
Tue, Aug 4
Equities: Cyclical rotation extends as tech recovers – Danske Bank
Danske Research Team notes that global equities began August with fresh all-time highs in several MSCI indices. Gains were driven by sector rotation, with software rebounding 16% over the past week and lower Oil prices supporting sentiment.
Fxstreet
Tue, Aug 4
Saudi Aramco CEO Nasser: Middle East crisis continues to aggravate historically biggest supply shock
Saudi Aramco CEO Amin H. Nasser said during the European trading session on Tuesday that the ongoing geopolitical crisis continues to aggravate the biggest supply shock in history.
Brent
Fxstreet
Tue, Aug 4
Euro flatlines above 1.1500 as traders turn cautious ahead of US NFP data
The EUR/USD pair holds steady around 1.1505 during the early European trading hours on Tuesday. Markets remain cautious ahead of the crucial US July jobs report, which is due later this week.
EUR/USD
Fxstreet
Tue, Aug 4
Indonesian Rupiah struggles amid geopolitical volatility, twin-deficit risks
USD/IDR halts its four-day losing streak, trading around 18,090 during the Asian hours on Tuesday. The currency pair is gaining upward momentum as the Indonesian Rupiah (IDR) faces persistent pressure.
Fxstreet
Tue, Aug 4
Japan's Katayama declines to comment on effectiveness of joint intervention
Japan's Finance Minister Satsuki Katayama declined to comment on effectiveness of joint intervention with the US Department of the Treasury, Reuters reported on Tuesday.
Fxstreet
Tue, Aug 4
Japan Economy Minister Kiuchi: Pass-through of rising costs has been limited so far
Japan Economy Minister Minoru Kiuchi said during the European trading session on Tuesday that the overall impact of the increase in the cost of goods has not yet been passed.
Fxstreet
Tue, Aug 4
Australia ANZ Job Advertisements rose from previous -0.2% to 0.8% in June
AUD/USD
Fxstreet
Tue, Aug 4
Fed's Warsh weighs cutting regular FOMC meetings to six from eight a year
Federal Reserve (Fed) Chair Kevin Warsh is reportedly weighing whether the US central bank should hold fewer policy meetings each year, according to the New York Times, citing four people familiar with the matter.
US Dollar Index
Fxstreet
Tue, Aug 4
Iran rejects any second corridor through Strait of Hormuz
Iranian state television, advisor to the Supreme Leader, General Mohsen Rezaei said that the country will absolutely not allow the opening of a second corridor in the Strait of Hormuz, Reuters reported on Monday.
Brent
Fxstreet
Mon, Aug 3
Trump: This is a last chance for Iran
United States (US) President Donald Trump said on Monday that Washington is currently holding talks with Iran, adding that the discussions are taking place at Tehran's request and describing them as a final opportunity for the Islamic Republic.
US Dollar Index
Fxstreet
Mon, Aug 3
Singapore Dollar: Upside bias capped against US Dollar – UOB
United Overseas Bank’s (UOB) Quek Ser Leang notes USD/SGD slipped to 1.2809 but closed near 1.2821, with intraday bias still pointing lower.
USD/SGD
Fxstreet
Mon, Aug 3
Latin America: Duration favored over carry – BNY
Geoff Yu at BNY sees Brazil and Mexico operating in a more comfortable policy environment after the Fed decision, with anchored United States (US) front-end yields supporting emerging-market duration.
USD/CNH
Fxstreet
Mon, Aug 3
Taiwan: Growth stays strong as normalization begins – DBS
DBS Group Research economist Ma Tieying notes Taiwan’s 2Q GDP growth slowed to 12.9% year-on-year from 14.5% in 1Q, but remained solid on a quarterly basis.
Fxstreet
Mon, Aug 3
Hong Kong: Growth seen moderating – UOB
UOB’s Ho Woei Chen notes that Hong Kong’s Gross Domestic Product (GDP) growth slowed to 4.3% year-on-year in 2Q26, with a 0.6% quarterly contraction after a strong start to 2026. Goods exports remain robust, but consumption and investment growth have moderated.
HK50
Fxstreet
Mon, Aug 3
China: Growth momentum softens again – Standard Chartered
Standard Chartered economists Hunter Chan and Shuang Ding argue that China’s July data likely showed weaker momentum, with official PMIs for manufacturing, services and construction all below 50 and at multi-year lows.
Fxstreet
Mon, Aug 3
Norwegian Krone: Policy rate seen on hold from Norges Bank – Nordea
Nordea economists Kjetil Olsen and Sara Midtgaard expect Norges Bank to leave the policy rate at 4.25% at next week’s meeting. They highlight that June core inflation was well below the Bank’s projection and see July data remaining subdued.
USD/NOK
Fxstreet
Mon, Aug 3
Federal Reserve: Data driven rate path – HSBC
HSBC strategists note that the Federal Reserve (Fed) left policy rates unchanged in July, with markets now assigning a two-thirds probability to a September hike.
Fxstreet
Mon, Aug 3
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