أخبار السوق اليوم — عناوين الأسهم والعملات الرقمية المنتقاة بالذكاء الاصطناعي

Nomura Securities has outlined an extreme scenario in which the Bank of Japan (BOJ) could implement three consecutive interest rate hikes through December.

The article reports that the recent rally in cobalt prices is reversing as exports from the Democratic Republic of Congo increase under a new regulatory regime.

New Zealand's central bank (RBNZ) is more likely to delay its next interest rate hike until December, as indicated by Assistant Governor Karen Silk.

The Philippine central bank's inflation report shows consumer prices rose 6.1% year-over-year in August, marking the fourth consecutive monthly decline but remaining above the central bank's target range.

Traders unwound yen‑funded carry trades, pushing the Japanese yen to a one‑month high versus the dollar as markets increase bets on further Bank of Japan rate hikes.

Nomura analyst Yujiro Goto expects the Bank of Japan to raise its policy rate by 25 basis points in September and possibly pursue further tightening, citing external pressure from the United States (Bloomberg).

Bathla Group, a major Sydney residential property developer, is currently in discussions for a short-term funding deal to prevent its collapse.

The US dollar declined at the start of September due to reduced expectations of a Federal Reserve rate hike this month, while the Japanese yen strengthened sharply, triggering cross-asset reactions in global currency markets.

Gold prices rose more than 2% on Thursday before stabilizing, driven by comments from a Federal Reserve official that reduced market expectations for an interest-rate hike.

Malaysian palm oil exports are likely to have declined in August due to reduced demand from India, particularly during festival periods.

The article highlights financial strain on Indonesia’s state-owned construction firms due to Jokowi’s infrastructure legacy, which may force Danantara to allocate more capital to restructure these firms rather than pursue new investments.

JPMorgan strategists warn that a further unwind of yen short positions could accelerate gains if the yen strengthens past 155 per dollar, highlighting a potential inflection point for currency markets.