บทความและสาระน่ารู้

MUFG’s Senior Currency Analyst Lee Hardman notes the Dollar has strengthened, with the Dollar Index back above 100.00, as Middle East energy infrastructure attacks lift Brent above USD115 and raise global supply concerns.

In an interview with Fox Business Network on Thursday, United States (US) Treasury Secretary Scott Bessent said that the US is not attacking Iran's energy infrastructure and added that they have allowed Iranian oil to continue out of the Gulf, per Reuters.

The Bank of England (BoE) is on track to leave the benchmark Bank Rate unchanged at 3.75% for the second meeting in a row on Thursday, as the macro context has completely shifted in the past three weeks. 

TD Securities’ Oscar Munoz and Eli Nir highlight that US consumer momentum is weakening, with real spending barely growing into early 2026 and creating a soft base for Q1. They project slower quarterly consumption growth but a firmer year-on-year pace, with tax refunds helping more in Q2.

EUR/JPY trades around 182.70 on Thursday at the time of writing, down 0.23% on the day, as markets digest comments from the Bank of Japan (BoJ) governor and await the European Central Bank (ECB) decision.

Brown Brothers Harriman’s Elias Haddad reports USD/CAD is trading near 1.3735, with resistance at the 200-day moving average. The Bank of Canada (BoC) held its overnight rate at 2.25% but dropped guidance that policy is appropriate, signalling a live hiking bias if energy prices stay high.

The Japanese Yen (JPY) outperforms its major currency pairs during the European trading session on Thursday.

Nomura’s European Economics team, led by George Buckley, notes that stronger UK payrolls and stable unemployment contrast with softer wage data and falling full-time jobs.

The EUR/USD pair is 0.16% higher to near 1.1470 during the European trading session on Thursday. The major currency pair gains as the US Dollar (USD) drops slightly, following a strong upside move on Wednesday.

The European Central Bank (ECB) will announce its monetary policy decision on Thursday, following a two-day meeting.