市场资讯

Gold (XAU/USD) pares intraday losses on Friday as traders react to fresh geopolitical headlines surrounding the ongoing war in the Middle East. At the time of writing, XAU/USD is trading around $4,655, rebounding from the one-month low of $4,510 reached earlier this week.

Lorie Logan, President of the Federal Reserve (Fed) Bank of Dallas, spoke at the Bank of Dallas, claiming that the Fed should not have give guidance that implies easing right now. She also added that the next rate move could be a cut or a hike.

The Institute for Supply Management’s (ISM) data showed the Manufacturing PMI held steady at 52.7 in April, slightly below analysts’ expectations of 53.0.

BNY reports that Bundesbank President Joachim Nagel has signaled a likely European Central Bank rate hike in June unless the outlook improves, reinforcing a hawkish bias.

BNY’s Bob Savage highlights that suspected FX intervention has driven a sharp Japanese Yen rebound, with the Ministry of Finance signaling readiness to act in both currency and crude oil futures. The focus is now on key USD/JPY levels around 155–158 as authorities seek to counter Yen weakness.

GBP/JPY stages a modest rebound on Friday after coming under selling pressure earlier in the day amid suspected intervention by Tokyo for a second straight day to curb excessive weakness in the Japanese Yen (JPY).

AUD/USD trades around 0.7200 on Friday at the time of writing, virtually unchanged on the day and holding near recent highs, as markets adopt a wait-and-see approach ahead of the Reserve Bank of Australia (RBA) monetary policy decision scheduled for Tuesday.

European Central Bank (ECB) Governing Council member Gabriel Makhlouf said on Friday that without a clear timeline for the end of the conflict in the Middle East, he is concerned about a "higher-for-longer" energy price scenario, per Reuters.

In a statement published on Friday, Federal Reserve Bank of Cleveland President Beth Hammack explained her decision to dissent against the Fed keeping an easing bias in the policy statement, saying that a "clear easing bias" is no longer appropriate given the current outlook.

Citing Iranian sources, several news outlets reported on Friday that Iran has prepesented a new proposal to end the war and a response to the United States' (US) amendments through Pakistani mediators on Thursday.

The Euro (EUR) edges up against the British Pound (GBP) on Friday, trading at the 0.8630 area at the time of writing after dropping from Thursday’s highs at 0.8670, but remains dangerously close to the eight-month lows of 0.8610.

Chris Turner at ING notes that recent European Central Bank communication had limited impact on Euro rates and the Euro, with markets still pricing a June rate hike near 90%.

ING’s Chris Turner argues Japanese authorities likely intervened to push USD/JPY back below 160, echoing the 2024 pattern of sizeable FX sales around late April and early May.

The USD/CAD pair extends its sideways consolidative price move through the first half of the European session and currently trades around the 1.3575-1.3570 region, or its lowest level since March 11.

The US Dollar (USD) remains practically flat against the Swiss Franc (CHF) on Friday, wavering within a few pips above 0.7800, on track for a 0.35% weekly loss after dropping from highs above 0.7900 the previous day.

The Australian Dollar (AUD) trades lower against its major currency peers during the European trading session on Friday. The Australian currency is slightly under pressure as investors turn cautious ahead of the Reserve Bank of Australia’s (RBA) monetary policy announcement on Tuesday.

Gold (XAU/USD) extends its steady intraday descent further below the $4,600 mark through the early European session on Friday and reverses a part of the previous day's move higher.

Dow Jones futures gain 0.14%, trading near 49,900 during the European hours on Friday, ahead of the United States (US) regular opening. Meanwhile, the S&P 500 rise 0.12%, to near 7,250. However, Nasdaq 100 futures advance 0.04% to near 27,600.

Here is what you need to know on Friday, May 1:

European Central Bank (ECB) Governing Council member and President of the Deutsche Bundesbank, Joachim Nagel, said during the European trading session on Friday that the baseline scenario already entails a more restrictive monetary policy.

The USD/CAD pair enters a bearish consolidation phase after touching a fresh low since March 11 during the Asian session on Friday, and currently trades around the 1.3575 region. Nevertheless, spot prices remain on track to register losses for the fourth straight week.

West Texas Intermediate (WTI) oil price inches higher after registering 2.7% losses in the previous day, trading around $102.40 per barrel during the Asian hours on Friday.

The AUD/USD pair drifts lower to near 0.7200 during the early Asian trading hours on Friday. Ongoing tensions in the Middle East continue to boost a safe-haven currency such as the US Dollar (USD) against the Aussie.

The USD/JPY pair is seen building on the previous day's late rebound from the vicinity of mid-155.00s, or over a two-month low, and gaining some positive traction during the Asian session on Friday.

NZD/USD pulls back after registering over 1.25% gains in the previous day, trading around 0.5900 during the Asian hours on Friday. The pair depreciates as the New Zealand Dollar (NZD) remains subdued following the release of weaker mid-tier economic data from the country.

The People’s Bank of China (PBOC) sets the USD/CNY central rate for the trading session ahead on Friday at 6.8628 compared to the previous day's fix of 6.8608.

Atsushi Mimura, Japan’s Vice Finance Minister for International Affairs and top foreign exchange official, said on Friday that he had no comment on foreign exchange intervention and crude oil futures. Mimura added that the official is in close contact with the United States (US) on currency.

US President Donald Trump complained about congressional efforts aimed at limiting his war powers, the latest of which the Senate rejected this afternoon. Trump was expected to hear about updated military options for Iran from Pentagon officials on Friday, CNN reported on Thursday.

The EUR/USD pair attracts some buyers to around 1.1730 during the early Asian session on Friday. The Euro (EUR) strengthens against the US Dollar (USD) after the European Central Bank (ECB) kept interest rates on hold at its April meeting. 

The headline Tokyo Consumer Price Index (CPI) for April rose 1.5% YoY as compared to 1.4% in the previous month, the Statistics Bureau of Japan showed on Friday.

The Australian Dollar reclaimed the 0.7200 level on Thursday, surging more than 1% as the Greenback dropped to seven-day lows amid Japanese authorities’ intervention in the FX markets, pushing aside solid US economic data. The AUD/USD trades past 0.7200 after hitting a daily low of 0.7110.

The US Dollar Index (DXY) declined sharply to around 98.10 on Thursday after data showed the United States (US) economy grew at a lower-than-expected pace in the first quarter and amid Japanese authorities' first intervention in the foreign exchange market in almost two years.

DBS Group Research economist Chua Han Teng expects the Bank of Thailand (BoT) to keep its policy rate at 1.00% through end-2026 as stagflationary pressures from Iran-related supply shocks hit growth and inflation.

UOB economist Ho Woei Chen assesses China’s latest PMIs, noting a positive outlook for manufacturing supported by strong AI-related export demand and robust industrial profits, while domestic demand and services weaken.

Standard Chartered Bank analysts Pietro Righi and Christopher Graham warn that renewed political turmoil in Romania could undermine fiscal consolidation and delay key reforms.

OCBC strategists Sim Moh Siong and Christopher Wong highlight that most Asian FX traded softer as Brent’s rise toward USD120/bbl, inflation risks and hawkish Fed repricing weighed on sentiment.

Commerzbank analysts describe India’s growth backdrop as solid, with GDP expected around 6.5% in fiscal 2026–2027, supported by domestic demand, GST 2.0 reforms, and investment-friendly budgets.

The Euro (EUR) edges higher against the US Dollar (USD) on Thursday as the Greenback softens broadly following possible intervention from Tokyo, with authorities seen selling Dollars to support the Japanese Yen (JPY), while the Euro also draws some support from the latest monetary policy decision by

The GBP/USD pair advances by some 0.78% on Thursday as market participants continue to price in further tightening by the Bank of England (BoE), even though it kept rates steady earlier in the day.

Standard Chartered strategists discuss how United Kingdom (UK) local elections on 7 May could intensify political pressure on Prime Minister Starmer and potentially trigger a Labour leadership challenge.

West Texas Intermediate (WTI), futures on NYMEX, gives up its early gains after posting a fresh over seven-week high at around $107.35 and flattens to near $104.85 during the European trading session on Thursday.

The Bank of England (BoE) is widely expected to hold the benchmark Bank Rate unchanged at 3.75% for a third consecutive meeting on Thursday, as traders assess the impact of the Middle East war on prices and the UK economy.

Japanese Finance Minister Satsuki Katayama said on Thursday that they are moving closer to taking a decisive action in the foreign exchange markets, as reported by Reuters.

OCBC strategists Sim Moh Siong and Christopher Wong report that Silver has extended its pullback toward USD71/oz after a failed break above USD80 in mid-April, with higher Brent, hawkish rate repricing and a firmer US Dollar (USD) weighing on non-yielding metals.

German preliminary Q1 Gross Domestic Product (GDP) rises at a steady pace of 0.3%, beats the estimates of 0.2%, according to the Federal Statistics Office of Germany. On an annualized basis, the German GDP growth arrives at 0.3%, as expected, slower than the previous reading of 0.4%.

The United States (US) Bureau of Economic Analysis (BEA) is set to publish its preliminary estimate of first-quarter Gross Domestic Product (GDP) on Thursday, with analysts expecting the data to show annualised growth at a solid 2.3%, a sharp rebound from the meagre 0.5% expansion recorded in the fi

The US Dollar (USD) appreciates against the Japanese Yen (JPY) for the third consecutive day on Thursday, to hit 21-month highs at 160.73, levels that urged Japanese authorities to act in the past, since the 160.00 round mark is considered a line in the sand for Tokyo.

BNY’s Geoff Yu expects a challenging near-term backdrop for Norwegian Krone (NOK) despite solid Norwegian fundamentals and potential Norges Bank tightening.

Here is what you need to know on Thursday, April 30:

Eurostat will publish the preliminary Eurozone Harmonized Index of Consumer Prices (HICP) for April and Gross Domestic Product (GDP) for the first quarter of 2026 later on Thursday at 09:00 GMT.