日本日本銀行金利政策決定

ニュージーランドクレジットカード支出前年比

ドイツPPI前年比

ドイツ生産者物価指数月增率

The Nikkei 225 Index climbed 0.9% to around 46,570 while the broader Topix Index advanced 0.8% to 3,185 on Friday, with Japanese equities hitting fresh all-time highs as investors awaited the Bank of Japan’s policy decision, where rates are expected to remain unchanged. Still, markets are pricing in a possible 25 basis point hike in October amid signs of resilience in the economy. Investors also assessed data showing Japan’s core inflation rose 2.7% in August, easing for the third straight month to the lowest since November 2024. Japanese stocks also mirrored Wall Street’s rally, with the Federal Reserve’s latest rate cut propelling US indexes to record highs. Among top gainers were Lasertec (10.1%), Tokyo Electron (1.7%), Advantest (2.5%), Fujikura (2.4%) and Mitsubishi UFJ (1.4%).

Japanese Shares Rise Ahead of BOJ Decision

The United Arab Emirates' economy is now expected to grow 4.9% in 2025, up from earlier forecasts of 4.4%, supported by higher oil production and robust growth in the non-hydrocarbon sector. In its quarterly update, the Central Bank said the hydrocarbon sector is projected to expand by 5.8% in 2025 and 6.5% in 2026, as oil production increases in line with OPEC+ quotas. Meanwhile, non-hydrocarbon GDP is forecast to grow by 4.5% in 2025 and 4.8% in 2026. These sectors may benefit from the indirect effects of stronger hydrocarbon growth, including increased investment, higher government spending, and improved economic confidence. In the first quarter, UAE GDP advanced 3.9% year-on-year, driven by non-hydrocarbon growth of 5.3%. The manufacturing, financial services, construction, and real estate sectors led this expansion.

UAE Revises Up GDP Forecasts to 4.9% in 2025

US stock futures edged higher on Friday after all three major indexes closed at record highs in the prior session, supported by the Federal Reserve’s latest rate cut. On Thursday, the Dow added 0.27%, the S&P 500 climbed 0.48% and the Nasdaq Composite jumped 0.94%. Seven of the 11 S&P sectors advanced, led by technology, industrials and communication services. Among individual movers, Intel soared about 23% after Nvidia unveiled a $5 billion investment to co-develop chips, while Nvidia rose 3.5%. Other notable gainers included Palantir (5.1%), Coinbase (7%) and CrowdStrike (12.8%). Earlier in the week, the Fed delivered a 25 basis point cut and projected two more reductions this year, while signaling just one cut in 2026. Meanwhile, no major economic data or earnings reports are scheduled for Friday.

US Futures Extend Gains to All-Time Highs

Germany’s parliament approved on Thursday the nation’s first annual budget since sweeping reforms to loosen fiscal rules were passed earlier this year, securing record investments to revive the economy while committing to increased defence spending. The 2025 budget allows for total investment of nearly €116 billion (approximately $136.94 billion), made possible by a €500 billion infrastructure fund and an exemption from debt rules for defence spending approved in March. “It is a huge paradigm shift in German fiscal policy,” Finance Minister Lars Klingbeil told lawmakers ahead of the vote in the Bundestag, Germany’s lower house of parliament, according to Reuters. Germany’s 2025 budget raises defence spending to 2.4% of GDP, still shy of the new target. Europe’s largest economy has been operating on a provisional budget this year, after the former ruling oalition collapsed last November, leaving no time to pass the 2025 spending plans.

話題の銘柄と投資戦略を提供します

タイムリーなニュースや経済イベント＆アイデアで、賢く投資を。

最新ニュース