Radar do Mercado
Resumo diário completo com análise técnica e fundamental dos mercados globais, incluindo movimentos em Forex, ações, metais e decisões macroeconômicas relevantes.
12223 tópicos neste fórum
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Join OANDA Market Analyst Kenny Fisher, Nick Syiek (TraderNick) and podcast host Jonny Hart as they review the latest market news and moves. MarketPulse provides up-to-the-minute analysis on forex, commodities and indices from around the world. MarketPulse is an award-winning news site that delivers round-the-clock commentary on a wide range of asset classes, as well as in-depth insights into the major economic trends and events that impact the markets. Opinions are the authors'; not necessarily that of OANDA Business Information & Services, Inc. or any of its affiliates, subsidiaries, officers or directors. The provided publication is for in…
Last reply by Ben Graham, -
Following a period of setting new records, U.S. stock markets, particularly the major technology companies, saw a decline. This was largely due to Federal Reserve Chair Jerome Powell not giving any clear indication that he would support another interest rate cut at the central bank's next meeting in October. While the stock market dropped from its all-time highs, government bonds held onto their gains. Powell stated that both the job market and inflation outlooks are uncertain, repeating his previous message that it will be a difficult challenge for policymakers as they consider future interest-rate cuts. Under pressure from the White House, the Federal Reserve cut it…
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Kevin O’Leary pushed back on what many traders are betting on, saying he does not expect the US Federal Reserve to cut rates in December and that such a move would not rock Bitcoin’s price. The well-known investor/entrepreneur said he is not investing as if the Fed will ease policy, and he thinks Bitcoin will likely drift within 5% of its current level. Fed Cut Odds Skyrocketing According to the CME FedWatch Tool, markets are now pricing in an 89% chance of a December rate cut, a big swing from just weeks earlier when odds were far lower. This shift in expectations has been a main driver of recent moves in risk assets, including crypto. Bitcoin Reacts To Shift In …
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Crypto markets saw a modest lift after the US Federal Reserve made another move on rates, and traders are watching for a clearer follow-through. According to reports, the Fed has carried out three consecutive interest rate cuts totaling 0.75% from September to December. The move was widely expected. Still, market responses have been mixed and somewhat choppy. Fed Moves And Market Takeaway According to CoinEx chief analyst Jeff Ko, much of the Fed’s action was already priced in, and the updated dot plot leaned a bit more hawkish than some had hoped. Ko pointed to $40 billion in short-term Treasury purchases as a technical step to ease liquidity and lower short-term rate…
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This is turning out to be a very important week for the US stock market. The largest Bitcoin Treasury Company, Strategy (MSTR) and the world’s most valuable brand, Apple (AAPL) are set to report their earnings today, following in the footsteps of Meta, Google and Microsoft, who released their earnings yesterday. Strategy, led by Michael Saylor has largely benefitted from .cwp-coin-chart svg path { stroke-width: 0.65 !important; } .cwp-coin-widget-container .cwp-graph-container.positive svg path:nth-of-type(2) { stroke: #008868 !important; } .cwp-coin-widget-container .cwp-coin-trend.positive { color: #008868 !important; background-color: transparent !impo…
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Market Insights Podcast (30/10/2025): In today’s episode, we discuss yesterday’s decision to cut rates by the Federal Reserve, Powell’s comments on the ongoing government shutdown, and the latest developments between President Trump and President Xi. Join OANDA Financial Writer Christian Norman, Nick Syiek (TraderNick) and podcast host Jonny Hart as they review the latest market news and moves. MarketPulse provides up-to-the-minute analysis on forex, commodities and indices from around the world. MarketPulse is an award-winning news site that delivers round-the-clock commentary on a wide range of asset classes, as well as in-depth insights into the major economi…
Last reply by Ben Graham, -
Fed Cuts Rates as Dissent Grows Inside the Central Bank For the third time in 2025, the Federal Reserve slashed interest rates by a quarter point, bringing the benchmark rate down to 3.50-3.75%, a 3-year low. The dissents on the Fed board continues to grow as two members voted to keep rates steady and a third voted to cut rates by a half of a percentage point in a 9-3 vote on Wednesday. Market Reacts Gold traded above $4,200 an ounce after the Fed’s decision and silver trades near its new all-time high at $61.31. Stocks gained modestly and Treasury yields declined on the news. Big picture? The Fed remains between a rock and hard place. Board members made today’s decisi…
Last reply by Ben Graham, -
Fed Cuts Rates as Dissent Grows Inside the Central Bank For the third time in 2025, the Federal Reserve slashed interest rates by a quarter point, bringing the benchmark rate down to 3.50-3.75%, a 3-year low. The dissents on the Fed board continues to grow as two members voted to keep rates steady and a third voted to cut rates by a half of a percentage point in a 9-3 vote on Wednesday. Market Reacts Gold traded above $4,200 an ounce after the Fed’s decision and silver trades near its new all-time high at $61.31. Stocks gained modestly and Treasury yields declined on the news. Big picture? The Fed remains between a rock and hard place. Board members made today’s decisi…
Last reply by Ben Graham, -
Market Insights Podcast (18/09/2025): In today’s episode, we discuss the Federal Reserve’s 25 basis point cut yesterday, the Bank of England’s vote to maintain headline lending rates today, and recent revelations concerning the Swiss National Bank, amongst a renewed wave of franc strength. Join OANDA Market Analyst Kenny Fisher, OANDA Financial Writer Christian Norman, Nick Syiek (TraderNick) and podcast host Jonny Hart as they review the latest market news and moves. MarketPulse provides up-to-the-minute analysis on forex, commodities and indices from around the world. MarketPulse is an award-winning news site that delivers round-the-clock commentary on a wide r…
Last reply by Ben Graham, -
Today’s Federal Reserve Rate Cut Is Just the Start, Gold Still Climbing The Federal Reserve cut interest rates by a quarter point today, marking the start of an important new monetary easing cycle. In an 11-1 vote, central bankers lowered the Fed’s benchmark rate to 4.00-4.25%. The lone dissent came from newly appointed Governor Stephan Miran, who wanted a half-point rate cut. A majority of Fed officials indicated they expect at least two more interest rate cuts in 2025, suggesting easing at the October and December meetings. After hitting a new record high earlier this week, gold pulled back after the Fed news. Today’s Fed rate cut was widely expected, and short-term t…
Last reply by Ben Graham, -
Today’s Federal Reserve Rate Cut Is Just the Start, Gold Still Climbing The Federal Reserve cut interest rates by a quarter point today, marking the start of an important new monetary easing cycle. In an 11-1 vote, central bankers lowered the Fed’s benchmark rate to 4.00-4.25%. The lone dissent came from newly appointed Governor Stephan Miran, who wanted a half-point rate cut. A majority of Fed officials indicated they expect at least two more interest rate cuts in 2025, suggesting easing at the October and December meetings. After hitting a new record high earlier this week, gold pulled back after the Fed news. Today’s Fed rate cut was widely expected, and short-term t…
Last reply by Ben Graham, -
Overview: The outcome of the FOMC meeting is the main focus today. With the market discounting at least two cuts next year compared with the median projection in September that one cut would be appropriate, it is difficult not to anticipate a hawkish cut. The greenback has rallied after both the September and October rate cuts. The Bank of Canada also meets today. While there is no doubt that it will stand pat, the issue is how much it pushes against creeping expectations for a rate hike in H2 26. The US dollar has a slightly softer tone mostly within the ranges seen yesterday. The Canadian dollar is the laggard and is nearly flat. Most emerging market currencies are firm…
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The Federal Reserve has officially joined the FDIC and the OCC in removing “reputational risk” from the list of factors used to assess whether banks can do business with certain industries. This quiet but significant update could change how banks engage with the crypto world. For years, crypto companies in the United States have faced a frustrating problem. Even when fully legal and compliant, many found themselves locked out of traditional banking. The issue wasn’t fraud or instability. It was image. Banks were worried that working with crypto firms would hurt their reputation. That kind of risk, often vague and hard to define, could trigger extra scrutiny during exams…
Last reply by Ben Graham, -
Fed cut interest rates to 3.75–4.00% for the second time but signaled a more cautious stance going forward, with growing internal divisions and uncertainty due to the U.S. government shutdownBank of Japan held rates at 0.5% but indicated a potential rate hike in December, driven by persistent inflation and rising wage pressures, despite political support for low ratesJapanese yen weakened against the U.S. dollar following the BoJ decision, with USD/JPY moving higher as markets priced in divergent monetary policy paths The Federal Reserve of the United States cut interest rates by 25 basis points for the second time in a row, bringing the target range down to 3.75–4.00%…
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Fed Faces Dilemma Ahead of October 29 FOMC Meeting Data Accuracy With the next Federal Reserve (FOMC) decision scheduled for October 29, policymakers are facing an unusual challenge: the government shutdown has delayed critical economic data, leaving the Fed “flying blind” just weeks before its next interest rate call. At the September meeting, the Fed cut rates by 25 basis points, and market pricing suggests traders expect another cut in October. But with a slowing labor market and persistent inflation pressures, the decision won’t be straightforward. What Is the Fed’s Dual Mandate? The Federal Reserve’s dual mandate, set by Congress, consists of two key goals: M…
Last reply by Ben Graham, -
Cooling inflation boosts rate-cut hopes: U.S. CPI and core CPI both came in below expectations in September, fueling market bets that the Federal Reserve could cut interest rates as early as its next meeting, with another possible move in December.Markets rally on dovish expectations: Softer inflation data triggered gains across major U.S. stock indices, a drop in 10-year Treasury yields below 4%, and a weaker dollar against the euro.Risks and uncertainty remain: Despite easing price pressures, new tariffs, weak consumer sentiment, and potential data disruptions pose challenges for the Fed as it weighs balancing inflation control with supporting growth. The September c…
Last reply by Ben Graham, -
Federal Reserve Governor Stephen Miran also stated that the central bank should not focus solely on current indicators. He believes that actions should be based on the conditions expected in 12-18 months, as this is how long it takes for changes in monetary policy to fully manifest in the economy. If rates are lowered too slowly now, tightening will be necessary in a year or a year and a half. Miran also reported that current data already indicates a slowdown in inflation, which should prompt the FOMC committee to adopt a more "dovish" stance at the December meeting. Meanwhile, the likelihood of a third consecutive round of easing in December has decreased to 44%, accordi…
Last reply by Ben Graham, -
Fed day has arrived and in just a few hours we will hear from Federal Reserve President Jerome Powell as well as get information on the Feds economic projections. President Trump renewed his scathing assessment of the Federal Reserve and in particular Chair Jerome Powell. Trump said he’ll wait until Powell is out before thinking long-term. He also mentioned he doesn’t expect Powell to cut rates today, criticized his performance as poor, and stated that interest rates should be two percentage points lower. close …
Last reply by Ben Graham, -
Sentiment has been once again broadly positive, despite not being the most optimistic we've had after the consecutive weeks of strictly euphoric mood. We've had a few comments from FED members after yesterday's FOMC Minutes release, with Musalem coming up with some hawkish comments on effects of Tariffs while Waller and Daly decided to overlook the long-term impact of a one time rise, tilting more dovish. It is normal towards the end of a Central Bank Cycle to get some diverging views, but this one is tricky, with particularly new conditions in the United States. On the other side of the world, Pacific currencies in the AUD and NZD have had a decent run higher despite …
Last reply by Ben Graham, -
The Federal Reserve has announced a new event happening on October 21 that will take a deep look at how payments are changing. Called the Payments Innovation Conference, the event will bring together policymakers, finance executives, and developers working on new ways to move money. It gives the Fed a chance to directly engage with the tools that are starting to shape modern finance. Stablecoins Take a Central Role A major focus will be on stablecoins and how they might fit into the broader financial system. These are digital tokens tied to currencies like the dollar, and they’re starting to catch on for fast and cheap payments. The Fed wants to understand how it can imp…
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The Federal Reserve held its key interest rate steady today at 4.25-4.50% for the fifth meeting in a row. What wasn’t expected were dissents from two Fed Board Governors, which hasn’t happened in over 30 years. Fed policymakers typically try to show a united front for its monetary policy decisions. Yet, heightened uncertainty over the impact of protectionist trade policies on our economy is beginning to divide them. Today’s meeting was the first time since 1993 that more than one Board Governor voted against the policy decision. Fed Board Governors Michelle Bowman and Christopher Waller voiced support for an interest rate cut. Why is the central bank holding back on low…
Last reply by Ben Graham, -
The Federal Reserve held its key interest rate steady today at 4.25-4.50% for the fifth meeting in a row. What wasn’t expected were dissents from two Fed Board Governors, which hasn’t happened in over 30 years. Fed policymakers typically try to show a united front for its monetary policy decisions. Yet, heightened uncertainty over the impact of protectionist trade policies on our economy is beginning to divide them. Today’s meeting was the first time since 1993 that more than one Board Governor voted against the policy decision. Fed Board Governors Michelle Bowman and Christopher Waller voiced support for an interest rate cut. Why is the central bank holding back on low…
Last reply by Ben Graham, -
US manufacturing is saved! Or at least that’s what crypto investors are waiting to find out as markets brace for a pivotal Tuesday and fresh manufacturing PMI data, as new US economic data could shape the next leg of financial and crypto market sentiment. The spotlight will be on the Manufacturing PMI (forecast: 53.3, previous: 49.8) at 9:45 AM ET, followed by the ISM Manufacturing PMI (forecast: 48.9, previous: 48.0) at 10:00 AM ET. Manufacturing is the only part of the economy that matters: wealth creation comes from value-added manufacturing. Services only exist to support manufacturing. (Source: X) Wait, maybe that wasn’t the right Twitter post? Eh, no, it works. …
Last reply by Ben Graham, -
Remember the gold price reset talk from earlier this year? It’s back. In February, U.S. Treasury Secretary Scott Bessent said, “We’re going to monetize the asset side of the U.S. balance sheet,” which triggered a wave of speculation about what valuing gold at the current market price could mean. Now, a brand new Federal Reserve report issued on August 1 reignited that speculation. You probably know the United States of America owns a huge amount of gold bullion—over 261 million troy ounces stored in vaults at Fort Knox, West Point, and the Denver Mint. Officially, our nation values our total gold reserve at around $11 billion. But, that’s at the 1930s official gold p…
Last reply by Ben Graham, -
Remember the gold price reset talk from earlier this year? It’s back. In February, U.S. Treasury Secretary Scott Bessent said, “We’re going to monetize the asset side of the U.S. balance sheet,” which triggered a wave of speculation about what valuing gold at the current market price could mean. Now, a brand new Federal Reserve report issued on August 1 reignited that speculation. You probably know the United States of America owns a huge amount of gold bullion—over 261 million troy ounces stored in vaults at Fort Knox, West Point, and the Denver Mint. Officially, our nation values our total gold reserve at around $11 billion. But, that’s at the 1930s official gold p…
Last reply by Ben Graham,
