Radar do Mercado
Resumo diário completo com análise técnica e fundamental dos mercados globais, incluindo movimentos em Forex, ações, metais e decisões macroeconômicas relevantes.
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This morning's ADP release was not enough to trigger large volatility in Markets. The data came in at -33K vs a consensus of 95K, a consequential miss that led to a subdued market reaction. US Equity futures had gone up in the overnight session with the S&P 500 just grazing new all-time highs (6,229 on its CFD) and markets are now correcting, with however a slow but steady grind. ADP Employment measures private employment by US Firms and concerns around 30 millions of Americans , which represents a bit less than 10% of the US Population – Its correlation to the Non-Farm Payrolls data is not significant, a reason why reactions to ADP releases are less accentuated tha…
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Equities have enjoyed a remarkable run, with major indices pushing to fresh highs — from last Friday’s Dow peak above the 47,000 milestone to yesterday’s record closes in the S&P 500 and Nasdaq. Since June–July 2025, following the end of the 12-day Israel–Iran conflict, markets have been ecstatic, printing new all-time highs almost every week. Yet, beneath the surface, some divergences are starting to show. The S&P 500 now stands 9.5% above its January 2025 high, the Nasdaq is up 12.5%, but the Dow Jones has gained only 3.6% — a notable gap that hints at sectoral imbalance. A weekly look at US Indices …
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The US Supreme Court declined on Tuesday to hear an appeal by the Apache Stronghold seeking to block the development of the Resolution Copper mine in Arizona. The mine is a joint venture between Rio Tinto (ASX, LON, NYSE: RIO) and BHP (ASX: BHP). The advocacy group, comprising members of the San Carlos Apache tribe of southeastern Arizona and conservationists, challenged a 2024 lower court decision that permitted a federal land swap allowing the mining companies to acquire land considered sacred by the Apache for the mine project. A federal judge in Arizona had temporarily halted the land transfer on May 9, pending the outcome of the Supreme Court appeal. The …
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The US government has launched a new effort to extract valuable critical minerals, including rare earths, lithium, cobalt, and uranium, from mine waste and abandoned sites, aiming to reduce dependence on foreign suppliers and strengthen domestic production. Interior Secretary Doug Burgum has ordered a series of regulatory changes to streamline federal oversight and fast-track projects recovering minerals from coal refuse, tailings, and shuttered uranium mines. The directive includes updated guidance to make these recovery projects eligible for federal funding and requires faster review timelines for new proposals. It also directs the US Geological Survey to map a…
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The US Treasury is going after cyber scam operations in Southeast Asia that have quietly drained over $10 billion from Americans. In its latest move, it announced sanctions on 19 different entities tied to these scams, nine in Myanmar and ten in Cambodia. The focus is on schemes known as “pig butchering,” where victims are manipulated into sending money through fake investment platforms, often built around fabricated romantic relationships. Shwe Kokko in Myanmar Comes Into Focus Much of the attention is on Shwe Kokko, a compound in Myanmar linked to these scams. It’s not just a random location. This area is under the control of the Karen National Army and has long been k…
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Starting today, key minerals including gold bullion, graphite, tungsten and uranium are officially exempt from US global tariffs under an executive order signed late last week by President Donald Trump. The order also imposes new levies on certain silicone products, resin, and aluminum hydroxide, while streamlining the process for future tariff exemptions tied to trade agreements. Under the new framework, the US Trade Representative and the Commerce Department will now be empowered to implement tariff adjustments embedded in agreements with countries such as the European Union, Japan, and South Korea—removing the need for the president to personally issue additi…
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Overview: Most the dollar's late sell-off yesterday after the White House endorsed Stephen Miran to fill the remainder of Governor Kugler's term at the Federal Reserve has been recouped today. In mostly narrow ranges, the greenback is firmer against the G10 currencies but the Canadian dollar and sterling. The dollar is also trading with a stronger bias against emerging market currencies. China reports its CPI and PPI figures tomorrow, and next week's US July CPI is expected to have risen for the third consecutive month. In an otherwise quiet session, the gold futures market was roiled by news that US Customs will be imposing a tariff on one -kilogram and 100-ounce gold ba…
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Overview: The capricious nature of the US tariffs, the tone in which they were announced, while still allowing time (August 1) to negotiate is the main talk. More tariff announcements are expected today. The dollar's upside correction was cut short, and it is weaker against nearly all the world's currencies. The jump in long-end Japanese government bonds (9-15 bp) has not helped the yen, which is the only G10 currency struggling to find traction against the greenback today. Among emerging market currencies, only the Taiwan dollar and Turkish lira are a little softer. Equities have done surprisingly well today, while bonds have been sold. Nearly all the bourses in the Asi…
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Overview: The US 35% tariff on Canada and President Trump's threat to have a 15%-20% universal tariff rather than 10% provides today's disruption. A tariff letter for the EU is awaited but seeing how the US treated Canada and Brazil (with whom the US has a trade surplus) warns of the risk to Europe. That said, the full details of the tariff threat on Canada, given the free-trade deal, have not been reported yet. The dollar is firmer against the G10 currencies. The backing up of US rates arguably helped push the yen to the bottom of the leaders' board with a 0.5%-0.6% loss. The Canadian dollar is at a new low for the month and is off about 0.35%. The UK economy unexpectedl…
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The week kicks off with a familiar pattern for 2025: Tech and metals leading the charge. The Nasdaq extends its dominance, officially breaking above the 25,000 mark and up roughly 1% as I write this piece. Cryptocurrencies follow suit (they correlate very well with Tech in general), while Metals also join the positive mood amid continued “everything rally” momentum. Flows remain heavily concentrated in growth and innovation-linked assets, as markets appear to be pricing not just this year’s optimism, but the next five years of transformation — where AI, automation, and digital infrastructure take center stage. The chip and tech manufacturing boom, tightly linked to c…
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Overview: While the US dollar is a little softer today against the G10 currencies, it remains mostly within Wednesday's range. The yen is a notable exception. It made a new high for the week despite the contraction in Q1 25 GDP. Most emerging market currencies are firmer. The markets have not reacted to a statement from President Trump that his administration lacks the capacity to negotiate with all the parties so in the next 2-3 weeks, the US will simply set the tariff rates. Asia Pacific equities ended the week on a mixed note. Europe's Stoxx 600 is up about 0.6%, the fourth daily advance this week. US index futures are up about 0.25%. European bonds are rallying. The …
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Overview: There is one driver today. The US Court of International Trade ruled against the Trump administration's "Liberation Day" tariffs. The court rules that the 1977 law used to justify the actions did not apply. The ruling also applies to the earlier tariffs on security of the US borders and fentanyl trafficking. The dollar initially rallied but is now more mixed, with the dollar bloc and Scandis firmer on the day. Emerging market currencies have not recovered as well, but after the Russian ruble, the South African rand, Mexican peso, and Chinese yuan are making advances. Equities mostly like the development, but the Trump administration will appeal. Taiwan and Indi…
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Rare earths have been in the news lately, with a deal between the United States and China regarding the 17 elements on the Period Table, followed by a plan the Trump administration is developing to prioritize and fund rare earth projects it deems critical to national security. According to a June 12 story by Bloomberg, Officials are discussing using the Defense Production Act to tap financing, loans and other means for rare earths element-related projects, including mining, processing and other downstream technologies to bolster the US’s capability to build a domestic supply chain, the people said. A specific course of action or a timeline have yet to be finalized, th…
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Overview: The US and China struck an agreement that would lower tariffs for a 90-day cooling off period. The US tariff on China falls to 30% from 145%, while China's tariff on the US falls to 10% from 125%. A new forum was established to allow recurring discussions on economics and trade. The dollar spiked sharply higher on the news but was quickly sold into the rally, and while it remains sharply higher on the day, it is well off its peak. The Japanese yen is weakest of the G10 currencies, and it is off about in late European morning turnover. The Australian dollar, sometimes treated as a G10 proxy for China, is down the least, less than 0.15%. Most emerging markets in …
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Log in to today's North American session Market wrap for September 15 Following the positive post-CPI move, today’s session saw ecstatic flows around consistently higher equities. Despite trade tensions still in the air, the latest talks between the US and China centered around Chinese firms (like TikTok and their rights) recently happened, with the Chinese top trade envoy Chenggang reaffirming their positions. Nvidia was also hit by Antitrust fines in China, which preceded a pullback in the stock, which consequently rallied back, lifted by positive sentiment. In fact, it really was a commodity day in Markets: Coffee and Orange Juice finished their session above 5%, w…
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Overview: There are five developments to note. First, the US and China will have initial trade talks this weekend in Switzerland. Second, the PBOC cut its key rate by 10 bp and cut reserve requirements by 0.5%. It also announced several other measures to boost lending/relending. Third, German factory orders were stronger than expected, perhaps bolstered by attempts to move ahead of US tariffs. Fourth, after last week’s ruction, most Asian emerging market currencies continued to pullback. The exceptions today were the South Korean won and Philippine peso. Fifth, there has been little market impact from India and Pakistan exchanging strikes. The Indian rupee is weaker (~0.5…
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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 inf…
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USA Rare Earth (Nasdaq: USAR) is acquiring one of the most established rare earth metal and alloy producers outside of China, a move that it says represents “a significant acceleration” of its mine-to-magnet strategy. Earlier this week, the company announced that it will acquire United Kingdom-based Less Common Metals (LCM), which currently produces both light and heavy rare earth permanent magnet metals and alloys at scale at its 67,000-square-foot facility in Cheshire. LCM is one of the few companies capable of processing metal oxide feedstocks from both mined and recycled sources, USAR said. Metals and alloys produced at its facility include samarium, samarium …
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Shares of USA Rare Earth (Nasdaq: USAR) jumped nearly 20% on Friday after CEO Barbara Humpton told CNBC that the rare earth miner is “in close communication” with the White House. Humpton, speaking in an interview with CNBC late Thursday, addressed speculation about the company’s interest in striking a deal with the White House. USA Rare Earth did not immediately respond to a MINING.COM request for comment. The stock rose 19.5% in morning trading in New York, giving the company a market capitalization of about $3.1 billion. US steps up critical minerals push The development comes as the Trump administration intensifies efforts to secure supplies of strategi…
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Overview: The US dollar is extending the pullback seen ahead of the weekend. It is softer against all the G10 currencies and most emerging market currencies today. However, the intraday momentum indicators are stretched, and, perhaps, some US participants will want to wait to see the outcome of President Trump's meeting with Democratic leaders in Congress before extending the greenback's sell-off in the face of what the possible government shutdown starting Wednesday. Equities are mostly advancing. Japanese equities were the chief exception in the Asia Pacific, with the Nikkei dropping 0.7%, and Taiwan markets were closed. The Hang Seng led today's rally with a nearly 1.…
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It has been the second day where North Americans see no particular market-moving data after last week's key releases, but this hasn't stopped the session from being volatile. Today has seen some heavy reshuffling in stocks from Tech and Semiconductor Sectors to Healthcare, FInancial and Real Estate sector in what seems to be some closing of positions as we approach the Key earnings releases for some of the biggest names in American Markets: Tesla and Google earnings are awaited tomorrow. The Nasdaq closes down 0.60% and the Dow up 0.40% – Even the Russell 2000 has seen some new flows towards the smaller-cap index in the session. Except for these reshufflings, some furt…
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Overview: The US dollar is firm. The only G10 currency that is stronger today is sterling, which is recovering from yesterday's sharp losses and the UK's drama eased following Prime Minister Starmer's support for Chancellor Reeves. Of note most of the final June PMI readings were revised higher from the initial estimates. The US struck a trade agreement with Vietnam, the third deal reached, and the clear intent is to deter it from re-exporting Chinese goods. Meanwhile, the US also lifted export requirement for chip design software sales to China, which would seem to imply that the administration is satisfied with the resumption of rare earth and magnet shipment to the US.…
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Log in to our mid-week North American Markets overview, where we examine the current themes in North America and provide an overview of indices and currency performances. We are now halfway through the week, and the main storyline has shifted squarely toward the US government shutdown, which has sparked a sharp N-shaped (for nope) reversal in the US Dollar. The greenback had been climbing steadily after a streak of upbeat economic data — GDP, jobless claims, and Powell’s more balanced-than-dovish tone last week pushed the DXY to fresh highs near 98.60. But shutdown rumors quickly flipped the narrative, triggering heavy selling pressure in the reserve currency, currentl…
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Under pressure for much of 2025, the dollar (DXY) is on track for its best weekly gain since February, driven by hawkish Fed commentary following yesterday’s interest rate decision. In today’s session: The US Dollar (DXY) currently trades at around $98.95, up +0.09%EUR/USD currently trades at around 1.14744, down -0.02%Ahead of the open, Dow Jones futures trade -0.36% lower Read more on the Asian session: Asia mid-session: Fed flags stagflation risk, US dollar rebounds, risk-off in equities close …
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Overview: The dollar has steadied today after yesterday's jump. Asia and Europe do not seem to be as enthusiastic about the dollar as North America seemed to be yesterday. President Trump indicated that sectoral tariffs on semiconductor chips and pharmaceuticals could be announced as early as August 1. He also said that there will be more bilateral deals announced. The greenback is mostly a little softer against the G10 currencies, with the Scandis the notable exception, unable to find much traction. Emerging market currencies are softer except for central Europe, the Chinese yuan, and the Mexican peso. The PBOC set the dollar's reference rate higher today for the third c…
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