アメリカ20年債券オークション

アメリカAPI原油在庫変動

ニュージーランドウエストパック消費者信頼感

ニュージーランド当座預金

Soybean futures climbed toward $10.5 per bushel, supported by a weaker US dollar and renewed optimism over US–China trade talks. The dollar index slipped to a two-month low, boosting the competitiveness of US grains abroad, as markets anticipate the Federal Reserve will begin its rate-cut cycle on Wednesday with a 25bps reduction. Trade sentiment was further lifted by reports that US President Donald Trump and Chinese President Xi Jinping are expected to hold a call on Friday. However, China—the world’s largest soybean importer—has yet to make significant purchases of US 2025/26 crops amid lingering trade frictions. On the supply side, the USDA reported that 63% of the US soybean crop was rated “good” or “excellent,” down slightly from 64% the previous week but still above the five-year average. The agency also noted that 5% of the crop has been harvested.

Soybean Futures Climb on Weak Dollar and US-China Trade Optimism

They yield on the 10-year US Treasury note was below 4.05% on Tuesday, remaining near the lowest in five months as markets assessed the rate outlook by the Federal Reserve ahead of their policy decision tomorrow. Mounting evidence of a deteriorating labor market in the last two payroll reports drove FOMC members to signal a 25bps rate cut, while the Summary of Economic Projections will give hints on how the FOMC balances risks of stubborn inflation against increasing unemployment. Markets currently expect three cuts this year. Despite softening in labor conditions, expenditure indices remained robust. Retail sales rose by 0.6% in August while the control group index, which has a large impact on the US GDP, surged by 0.7% to record the fourth straight month of growth. High inflation also limited the magnitude of rate cuts expected next year. The headline CPI rose at a faster pace and import prices unexpectedly rose in August, signaling a potential pro-inflationary impact from tariffs.

US 10-Year Yield Eases Toward 5-Month Low

The Baltic Exchange's dry bulk sea freight index, which tracks rates for vessels transporting dry commodities, advanced for a third session on Tuesday, adding 1 point, or 0.1%, to a fresh high since July 28 at 2,154 points. The capesize index, which typically transports 150,000-ton cargoes such as iron ore and coal, rose about 1.1% to a new high since August 18 at 3,189 points. On the other hand, the panamax index, which usually carries 60,000-70,000 tons of coal or grain, eased for a second session, falling 1.8% to  a one-week low of 1,968 points; and the supramax index shed 2 points to 1,491 points.

Baltic Dry Index Up for 3rd Day

The central bank of Angola lowered the benchmark interest rate by 50bps to 19% in September 2025, the first rate cut since March 2023, amid expectations that inflation will continue to ease. The annual inflation rate in Angola fell to 18.88% in August, a new low since November 2023, down from July's 19.48%.

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