Notícias

The dollar is on track for its strongest weekly advance in more than a month as expectations grow that the Federal Reserve will raise interest rates next month, according to Bloomberg.

On November 13, Dallas Fed President Lorie Logan said the Federal Reserve should manage Treasury purchases made to maintain market functioning separately from its regular monetary-policy portfolio, to prevent emergency liquidity support from unexpectedly easing financial conditions while inflation remains above target and weakening monetary restraint. According to Sina Finance, Logan said past purchases to restore Treasury-market liquidity typically occurred when the economy also needed easier policy, allowing the Fed to stabilize markets and stimulate the economy at the same time. She said that under current conditions of high inflation and restrictive monetary policy, emergency purchases could lower long-term Treasury term premiums and financing costs, conflicting with the Fed’s inflation-control goal.
Logan proposed holding securities purchased to maintain market functioning in a separate account and committing to sell them as soon as possible. She said lending facilities should remain the Fed’s preferred response to market liquidity strains because they can provide funding without changing the direction of benchmark interest-rate policy. She also said the U.S. Treasury market is currently functioning normally and that volatile yields alone should not justify central bank intervention; action is warranted only if market intermediation is seriously impaired.
Logan called for further improvements to the Fed’s liquidity support mechanisms, including extending discount window services to weekends and holidays to accommodate the development of real-time payment systems. She also recommended establishing voluntary central clearing capacity for open-market repo transactions before related regulatory requirements take effect in mid-2027, to reduce dealers’ balance-sheet costs. In addition, she suggested completing legal and collateral reviews in advance for eight systemically important financial market infrastructure institutions, so emergency loans can be provided quickly under extreme market stress.

Three trusts linked to Alphabet director and Google co-founder Larry Page filed notices to sell 253,840 Class A shares and 253,840 Class C shares through JPMorgan Securities. According to Sina Finance, the Form 144 filings were submitted after the market closed on November 12, 2026, and estimate the shares’ total value at $148.3 million; the actual sale price and share count will be confirmed in Form 4 filings expected around November 16.
The proposed sales are covered by a 10b5-1 trading plan established on November 30, 2020. The trusts sell on the second Thursday of each month; between August and October, they sold shares for about $128.9 million in total. Form 144 filings are advance notices, and the planned sales do not indicate Page’s current view of Alphabet, the article said.
Alphabet shares rose on November 12: Class A GOOGL closed at $298.70, up 1.79%, while Class C GOOG closed at $295.35, up 1.62%. Google Cloud revenue increased 103% year over year to $30.709 billion, and operating profit reached $11.121 billion, compared with $3.594 billion a year earlier. Alphabet’s price-to-earnings ratio was about 13, and its shares remained 27% below their 52-week high.
Alphabet reported third-quarter earnings per share of $2.12, below the $2.9659 consensus estimate. The company recorded an $8.7 billion loss on equity securities, capital expenditure of $51.355 billion, and negative free cash flow of $9.065 billion.

Stocks fell as another selloff in chipmakers outweighed inflation data that eased concerns about aggressive Federal Reserve rate hikes, according to Bloomberg. Ted Parkhill, founder and CEO of Incline Investment Management, gave a market outlook amid fresh PPI data and AI-related volatility.

Deutsche Bank has opened Bitcoin custody services to institutional clients who pay for them. According to Odaily, Bitcoin News said in a post on X that the bank directly holds BTC, ETH, USDC and the euro stablecoins EURC and EURAU, with keys stored in hardware security modules and clients accessing the service through their own Autobahn gateway. The service is offered to EU clients from Frankfurt and initially supports custody and transfers, with more features planned. Bitcoin News also said the service is launching during a period of ETF investor outflows.

Liz Ann Sonders, chief investment strategist at Charles Schwab, said investing should be a disciplined process over time. Sonders and Rebecca Patterson, a senior fellow at the Council on Foreign Relations, discussed markets, their investing outlook and Patterson’s co-authored book, “Investment Wisdom for our Friends and Loved Ones,” according to Bloomberg.

On November 13, Procter & Gamble shares rose intraday to $170.57, setting a 52-week high and gaining 15.32% over the past year. According to Sina Finance, improved organic sales growth, steady earnings performance, and ongoing shareholder returns have drawn investor attention. The company recently completed two bond offerings, raising €3.25 billion and $4 billion, respectively, through multiple bond issues with different maturities and interest rates. It has raised its dividend for 43 consecutive years, and its current dividend yield is about 2.59%. Piper Sandler raised its price target to $167, citing momentum in organic revenue growth. TD Cowen raised its target to $166, saying the company could reach the upper end of its sales and earnings guidance ranges. Morgan Stanley adjusted its target to $185 and noted that Procter & Gamble's first-quarter profit and earnings per share each grew 6%, while organic sales growth rebounded notably.

Federal Reserve Bank of Boston President Susan Collins said recent data show inflation is too high and broadening, and that increasing inflation risks warrant further rate tightening, according to Bloomberg.

On November 13, Baird upgraded Domino’s Pizza to Outperform from Neutral and raised its price target to $400 from $320, a 25% increase; shares rose as much as 2.5% early Friday. According to Sina Finance, analyst Chris O’Cull said that after recent meetings with management, Baird saw a clearer outlook for same-store sales and franchisee profitability. Although orders had continued to grow, average ticket had been under pressure from fewer items per customer transaction, longer-running promotions and limited menu price adjustments.
Domino’s is shortening promotions and introducing menu items to encourage add-on purchases rather than relying directly on price increases. These changes improved average ticket sequentially in the third quarter, and it is expected to rise further in the fourth quarter. Baird said Domino’s need not accelerate order growth further: maintaining positive order growth while stabilizing average ticket could improve same-store sales and franchisee profits. While weak operating performance in 2026 could weigh on new-store expansion in 2027, Baird said the risk had largely been priced in and a lower sales comparison base could support a recovery.

According to Jin10, Boston Fed President Susan M. Collins said energy is a driver of inflation, but she believes its effects are broader.

The Financial Industry Regulatory Authority (FINRA) proposed a major overhaul of its governing board to give the industry it oversees a larger role, the first such shakeup in decades, according to Bloomberg.

According to Jin10, U.S. EIA natural gas inventories for the week ending November 6 were 61 billion cubic feet, compared with expectations of 66 billion and a previous reading of 77 billion.

According to Jin10, the Nasdaq 100 fell more than 1% to an intraday low, while the S&P 500 declined 0.4%.

According to Jin10, WTI crude oil was up 1.00% on the day at $89.76 per barrel.

According to Jin10, Dallas Fed President Lorie K. Logan said the U.S. Treasury market is currently operating very well, with trading activity remaining steady even amid sharp interest-rate volatility.

According to Jin10, 2026 FOMC voter and Dallas Fed President Lorie K. Logan will deliver opening remarks at the 2026 Bank Funding Conference in 10 minutes.

Federal Reserve Bank of Boston President Susan Collins said Friday that the fight against inflation outweighs housing concerns and that tighter monetary policy may be needed to cool prices, according to Bloomberg.

According to Jin10, the People's Bank of China released October 2026 financial data showing that outstanding aggregate social financing reached 469.16 trillion yuan at the end of October, up 7.2% year over year, while the M2 balance stood at 359.06 trillion yuan, up 7.1%. Both growth rates were above nominal GDP growth and matched the targets for economic growth and the overall price level. Wang Qing, chief macro analyst at Golden Credit Rating International, said the likelihood of broad-based monetary policy measures, including interest rate and reserve requirement ratio cuts, had declined before year-end. Regulators would mainly guide banks and other financial institutions to increase support for key areas and weak links in the national economy, promote construction of the “Six Networks,” and encourage rapid loan growth in the areas covered by the “Five Major Articles.”

According to Jin10, Mark Dowding, chief investment officer for fixed income at RBC BlueBay Asset Management, said in a report that currency markets continued to trade with low volatility. He said foreign exchange was surprisingly rarely a focus at macro roundtables or other industry events with investors. Softer energy prices should help the euro recover recent losses following the U.S. midterm election results, Dowding said. He added that the firm had closed its long U.S. dollar position and increased its exposure to the Mexican peso. More broadly, it continued to see value in some emerging-market currencies, where carry returns relative to volatility made the risk-reward outlook attractive.

According to Jin10, Boston Fed President Susan M. Collins said rate hikes may harm housing affordability, fighting inflation takes priority over housing hardship, and housing and the economy need long-term price stability.