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イギリスイングランド銀行ロンバルデッリ氏の演説

Australia’s 10-year government bond yield rose to around 4.39%, reaching a more than four-week high, as US-China trade discussions lifted risk appetite across financial markets. While the details remain unclear, both countries alluded to a positive conclusion of the high-stakes trade talks, raising hopes of de-escalation between the two superpowers and easing concerns about potential economic fallout. Domestically, Australia faces a busy week of economic releases, headlined by Westpac’s consumer confidence survey for May and the NAB business survey for April, followed by home credit data and the latest labor statistics. These reports will precede the central bank’s decision next week, with investors still expecting the Reserve Bank of Australia to lower its cash rate by 25bps to 3.85%.

Australia 10-Year Bond Yield Hits 4-Week High

The Shanghai Composite rose 0.3% to around 3,350, while the Shenzhen Component surged 1.2% to 10,250 on Monday, extending last week’s gains amid signs of a meaningful de-escalation in the Sino-US trade dispute. The move followed weekend negotiations in Switzerland, which US Treasury Secretary Scott Bessent described as productive. Chinese Vice Premier He Lifeng stated that an “important consensus” had been reached, with a joint statement expected later in the day. Meanwhile, economic data released over the weekend showed continued deflationary pressure in China. Consumer prices fell for the third consecutive month in April, and producer prices declined at the fastest pace in six months, highlighting weak domestic demand despite government efforts to boost consumption. Technology stocks led the rally, with notable gains from Avic Chengdu (+15.7%), Luxshare Precision (+3.5%), Eoptolink Technology (+1.7%), Shijiazhuang Changshan (+4.6%), and Jiangsu Hoperun (+1.1%).

China Stocks Rise on Trade Deal Hopes

The offshore yuan strengthened around 7.23 per dollar on Monday, after Friday’s muted session, as optimism over progress in US-China trade talks offset mounting domestic deflationary pressures. Two days of high-level talks between the US and China concluded Sunday afternoon in Geneva, with both sides reporting “substantial progress” in their negotiations. US Treasury Secretary Scott Bessent described the talks as productive, while Chinese Vice Premier He Lifeng noted an "important consensus" was reached. A joint statement is expected later in the day, with markets closely watching for details that could support China’s export sector. Meanwhile, China’s April inflation data highlighted ongoing economic weakness, with consumer prices down 0.1% year-on-year for the third month and producer prices falling 2.7%, the sharpest drop in six months. These figures reflect subdued domestic demand and rising external risks, particularly from strained trade relations and soft employment conditions.

Offshore Yuan Gains on US-China Trade Optimism

The Japanese yen weakened past 146 per dollar on Monday, marking a fresh one-month low as optimism over US-China trade negotiations dampened demand for safe-haven assets. Over the weekend, officials from both countries signaled progress, with US representatives touting a deal aimed at reducing the trade deficit, while Chinese leaders described the outcome as an “important consensus.” Meanwhile, US Commerce Secretary Howard Lutnick stated that the 10% baseline tariff on other countries would likely “remain in place for the foreseeable future.” Investors also kept a close eye on ongoing trade talks between the US and Japan, with Tokyo aiming to secure a deal by June. On the domestic front, Japan recorded a current account surplus of JPY 3.45 trillion in March, following a record JPY 4.06 trillion surplus in February.

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