ドイツHCOB複合PMIフラッシュ

ドイツ2年BTP短期オークション

ドイツHCOB製造PMI＜速報＞

ユーロ圏2年BTP短期オークション

Consumer confidence in France rose to 90 in October 2025 from an upwardly revised 88 in September, marking the highest level since April and moving closer to the long-term average of 100. Households were less pessimistic about their financial outlook, with expectations improving to -11 from -14 in September and views on their past situation slightly better at -20 from -21. Saving sentiment also strengthened, as both current (23 vs 20) and expected (19 vs 17) saving capacity increased, while savings intentions reached a four-month high of 44. Meanwhile, major purchase intentions improved slightly (-29 vs -31), and unemployment prospects eased to 48 from 54, suggesting growing optimism in the job market. Perceptions of the past standard of living were steady at -72, while expectations for the future improved to -56 from -61. Price perceptions remained stable, with past consumer prices at -6 and future inflation unchanged at -32.

France Consumer Confidence Improves in October

Stockholm 30 increased to 2770.00 Index Points, the highest since April 1998. Over the past 4 weeks, Sweden Stock Market Index (Stockholm 30) gained 4.69%, and in the last 12 months, it increased 7.42%.

Stocks in Sweden Hit 27-1/2-year High

The Nikkei 225 Index jumped 1.35% to close at 49,299 while the broader Topix Index gained 0.48% to 3,269 on Friday, reversing losses from the previous session, with technology and AI-related stocks leading the rebound. The tech sector got a boost recently after new Prime Minister Sanae Takaichi pledged targeted investments in AI and other key industries. Major gainers included SoftBank Group (5.3%), Kioxia Holdings (18.6%), Fujikura (3.9%), Advantest (4%), and Disco Corp (5.1%). Japanese equities also mirrored Wall Street’s tech-driven rally overnight, while sentiment improved after the White House confirmed that the Trump-Xi meeting will go ahead next week. Meanwhile, data showed Japan’s core inflation accelerated to 2.9% in September from 2.7% in August, though the Bank of Japan is still expected to keep interest rates unchanged next week.

Japanese Shares Climb on Tech and AI Rally

The annual inflation rate in the US likely accelerated for a second consecutive month to 3.1% in September 2025, up from 2.9% in August, which would mark the highest level since May 2024. The pickup is expected to reflect higher prices for food, and tariff-affected goods, as well as a slower-than-expected easing of service-sector inflation, particularly in housing. Meanwhile, core inflation is projected to hold steady at 3.1%, with monthly headline and core CPI readings seen unchanged at 0.4% and 0.3%, respectively, suggesting that tariff-related price pressures remain contained. The CPI report, originally scheduled for release on October 15, was delayed due to the government shutdown. However, the Bureau of Labor Statistics has recalled a portion of its furloughed staff to ensure the data’s publication.

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