カナダ原材料価格前月比

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カナダPPI前年比

カナダ原材料価格前年比

The UK 10-year gilt yield fell to 4.553%, the lowest in ten weeks, as investors increased bets on Bank of England rate cuts following softer economic data and dovish comments from Governor Andrew Bailey. Bailey warned that the UK economy is operating “below potential” and that the labor market is showing signs of softening, with unemployment rising to 4.8% in the three months to August, the highest since May 2021. Also, recent data showed GDP grew just 0.1% in August after contracting in July, pointing to tepid third-quarter growth. Markets now fully price in a rate cut by February, with a small chance of one as soon as December. Bailey noted the growing tension between persistent inflation risks and weakening employment, suggesting the timing of future policy moves remains uncertain. Meanwhile, fiscal concerns are also in focus ahead of Chancellor Rachel Reeves’s November 26 budget, where she is expected to announce spending cuts and possible tax increases.

UK 10-Year Gilt Yield Edges Down

Germany’s 10-year Bund yield edged up to 2.59% on Monday, moving further away from Friday’s four-month low of 2.523%, as concerns over US-China trade tensions and the stability of US regional banks eased. US Treasury Secretary Scott Bessent and Chinese Vice Premier He Lifeng are scheduled to meet in Malaysia this week to prevent a potential escalation in US tariffs on Chinese goods—a move President Donald Trump recently described as unsustainable ahead of his planned meeting with Chinese President Xi Jinping later this month. Meanwhile, money markets increased bets on rate cuts from both the European Central Bank and the Federal Reserve. Traders now price in a 80% chance of a 25-basis-point ECB rate cut by July 2026, while the Fed is expected to deliver at least two 25-basis-point cuts in its final meetings of the year.

Bund Yields Rise Amid Easing US-China Trade Tensions

The yield on India’s 10-year G-Sec rose around 6.5%, recovering from three-week lows, as markets tracked demand at state bond auctions later in the day and navigated a holiday-shortened week. Indian states aim to raise about 170 billion rupees through bond auctions, broadly in line with the scheduled calendar after undershooting last week’s target, with investors closely monitoring uptake to gauge market appetite. Still, yields are expected to remain within a tight 6.47%–6.52% range amid subdued trading, with Indian debt markets closed Tuesday and Wednesday for local holidays. On the policy front, minutes from the Reserve Bank of India’s latest meeting reaffirmed the potential for policy easing later this year, with policymakers noting room for rate cuts as inflation remains muted. Retail inflation fell to an eight-year low of 1.54% in September, and forecasts for October point to a further decline near 0.5%, reinforcing expectations of a dovish stance.

India 10-Year Yield Rebounds

Paris’ CAC 40 reversed early gains to trade 0.2% lower at 8,170 points on Monday, after hitting an all-time high of 8,239.67 earlier in the session. BNP Paribas tumbled 8% following a $20.75 million US jury verdict against the bank over its alleged complicity in Sudan atrocities two decades ago, with peers Crédit Agricole and Société Générale falling more than 2%. On the upside, Kering surged 3.5% after agreeing to sell its beauty division to L’Oréal for €4 billion, while L’Oréal shares added 0.4% on the news. Thales rebounded 2.7% from last week’s decline, supported by renewed demand for defense stocks after conflict reignited in Gaza and as the Ukraine war showed no signs of easing. Airbus climbed 1.1% after India’s IndiGo finalized an order for 30 A350 aircraft.

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