Forex

Lula’s lead over Bolsonaro narrows to 1 point in latest poll
A Quaest poll commissioned by Globo shows President Luiz Inácio Lula da Silva holding a razor-thin 42%-41% advantage over Flavio Bolsonaro ahead of October’s runoff election.

Iraq's oil exports rise in August on discounts, Iran Strait access
Shipments climbed to 2.34 million bpd as Baghdad offered steep discounts and Tehran permitted tanker transit. Recovery remains below pre-war levels.

Brazil poll shows Lula’s lead over Bolsonaro narrows to 1 point
Latest Quaest survey puts President Luiz Inácio Lula da Silva at 42% versus 41% for Senator Flavio Bolsonaro ahead of October’s runoff. The margin has tightened from a 3-point gap in mid-August.

Dollar steadies near 1.5% YTD gain as Fed guidance remains sparse
Reuters poll shows strategists expect limited dollar movement through September, with 73% of respondents seeing little change in positioning. Treasury yields hit 4.82% as U.S. debt surpasses $40 trillion.

Tanker traffic through Strait of Hormuz falls below average amid regional tensions
Ship-tracking data shows four tankers traversed the key oil chokepoint on Tuesday, below the ten-day average of 13. Regional tensions escalate after reported attacks on tankers.

U.S. private payrolls rise 38,000 in August, ADP data shows
ADP report signals slower hiring momentum ahead of Friday's government jobs data. July figure revised up to 46,000 from 44,000.

US private payrolls rise by 38,000 in August, weakest since January
ADP survey shows private hiring slowed sharply last month, missing forecasts as industries including manufacturing and information cut jobs. Government jobs report due Friday expected to show modest gains.

Brazilian real steady as dollar holds near flat ahead of poll
The U.S. dollar traded near stability against the Brazilian real on Wednesday, with investors awaiting a new electoral survey. The October dollar future contract remained flat.

Russian strikes knock out power in Odessa region, seventh day of Kiev offensive
Air raids killed 12 in Odessa region; drone attacks injured 17 in Kiev and Kyiv region. Energy infrastructure hit, leaving parts of Odessa without power.

U.S. Treasury targets airlines, shipping and crypto in Iran sanctions push
Treasury Secretary Scott Bessent signals new restrictions on aviation, maritime and digital asset sectors to curb Iran's economic activity. Fox News interview outlines expanded enforcement plans.

Accelsius installs two-phase cooling at EdgeConneX training center
Accelsius deploys its IR150 direct-to-chip liquid cooling system at EdgeConneX’s Houston-based Global Training Center, marking a step toward broader adoption of two-phase cooling in data centers.

Dollar strengthens as stocks, bonds extend sell-off amid Middle East tensions
The U.S. currency rose against most G10 peers as global equities and sovereign bonds declined, with geopolitical risks and rising oil prices amplifying risk aversion. Sterling and the euro led declines among majors.

USD/JPY near 160.25 as yen weakens on carry trade, bond sell-off
The yen remains under pressure from rising global yields and fiscal concerns, while technical levels suggest a pullback before further gains. US jobs data due Friday may dictate next moves.

NIQ, Similarweb to launch AI commerce measurement tool in 2026
Partners plan Q4 2026 release of a solution tracking AI-driven product discovery, traffic and sales conversion across platforms including ChatGPT and Google AI Mode.

Meta, Roblox commit to Philippine child-safety measures after talks
Social media giant Meta and gaming platform Roblox agree to age verification, parental controls and faster content takedowns. Roblox to open Manila office by October.

Accelsius installs liquid cooling system at EdgeConneX training facility
Accelsius' IR150 two-phase cooling unit deployed at EdgeConneX's Houston data center campus to train operators on AI workload cooling technology. The system integrates directly into IT racks using Accelsius' NeuCool architecture.

Canadian dollar weakens as Fed outlook, U.S. dollar weigh on loonie
The loonie slipped 0.06% to C$1.3885 per dollar as traders assessed U.S. inflation data and the Federal Reserve’s policy path. The dollar index rose to 99.158, extending weekly gains.

U.S. eases stance on French-language rules in Canada trade talks
Washington withdraws objections to Ottawa’s French-language content rules after tariffs on $20 billion of Canadian imports. Negotiations remain stalled on other issues.

Thousands protest in Washington over voting rights amid legal rollbacks
Civil rights groups rally at National Mall to oppose Republican-led electoral map changes and warn of weakening voting protections ahead of U.S. midterms.

U.S. jobless claims fall to 203,000, below forecasts
Initial unemployment claims declined by 4,000 to 203,000 last week, undershooting expectations as the labor market remains tight. The four-week moving average edged down to 207,750.

Canada raises steel, aluminum tariffs to 50% in trade dispute with U.S.
Ottawa increases counter-tariffs on American metals and expands list of targeted goods after industry feedback, as U.S. warns of further retaliation.

Iran’s retaliation options as U.S. conflict escalates
Tehran faces pressure to respond to new U.S. strikes amid threats to disrupt oil flows and escalate cyber and covert operations. Strait of Hormuz traffic remains near halt after six months of conflict.

Ryanair cuts passenger, profit outlook but shares rise on cost controls
Europe's largest low-cost carrier lowered its annual passenger forecast and warned of lower earnings due to surging fuel costs, yet its stock advanced in early trade. Capacity will be held flat in the winter to mitigate seasonal losses.

Novo Nordisk submits oral Wegovy application to China regulator
Danish drugmaker seeks approval for pill form of its GLP-1 weight-loss treatment amid rising obesity rates and intense competition in China's $100 billion-plus market.

