アメリカポールソンFRB議長の演説

アメリカAPI原油在庫変動

アメリカ6年OATオークション

アメリカカシュカリ連銀の講演

The yield on the US 10-year Treasury fell back below 4% on Thursday, reversing a short-lived rebound earlier in the session and edging toward a one-year low as investors reassessed economic weakness and the monetary policy outlook. The Philadelphia Fed Manufacturing Index slumped 36 points to –12.8, well below expectations, highlighting softening activity and raising concerns about broader economic growth, which pushed demand for longer-dated Treasuries higher. The ongoing US government shutdown has delayed key economic releases, including the September CPI, further clouding the Fed’s policy path. Futures markets are pricing in nearly certain 25-basis-point rate cuts at the October and December meetings, reflecting expectations that the central bank will continue easing in response to slowing activity. Additional commentary from Fed officials, coupled with the prospect of reduced quantitative tightening, have further pressured long-end yields.

10-Year Treasury Yield Hovers Near 1-Year Lows

Gold is up by 2%

The Mexican peso strengthened past 18.40 per US dollar, rebounding from a one-month low of about 18.56 on October 10th, as growing expectations of easier Fed policy, underlined by Fed Chair Powell’s comments this week noting signs of labour-market softening, removed some support from the dollar and narrowed the US–Mexico policy differential. At the same time the US government shutdown entered its third week, delaying key US data that might otherwise have anchored rates and market positioning. Domestically, despite Mexico’s annual inflation rising to 3.76% in September, keeping headline inflation comfortably within Banxico’s 2–4% target range and reinforcing the central bank’s willingness to continue easing after its September cut, the rate differential is expected to sustain carry trade demand. Meanwhile, the prospect of the USMCA review next year and Mexico’s tariff advantages versus other trade partners provide additional support.

Mexican Peso Rebounds from 1-Month High

Heating Oil decreased to 2.17 USD/Gal, the lowest since June 2025. Over the past 4 weeks, Heating Oil lost 7.87%, and in the last 12 months, it decreased 1.1%.

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