アメリカ失業者継続受給申請件数

アメリカ最初の失業保険申請件数

アメリカ失業保険申請件数 4週間平均

アメリカフィラデルフィア連銀製造業指数

The FTSE 100 edged higher on Thursday as markets assessed central bank moves. The Bank of England kept rates at 4%, slowed its bond sales program, and said it will scale back sales of longer-dated gilts. In the US, the Federal Reserve cut rates as expected but cautioned against a rapid easing cycle, while signaling two more cuts remain likely this year amid labor market weakness. A stronger dollar boosted large multinationals, though retailer Next dragged on the index, falling almost 4% after a cautious update. Despite reporting a 10% rise in first-half sales and a 14% profit increase, both beating forecasts, the company stuck to its guidance and warned that second-half growth would slow due to weak employment and sluggish UK growth. Still, Next announced a dividend increase.

FTSE Trades Higher

The value of building plans approved in South Africa fell by 4.7% year-on-year to ZAR 9,022 million in July 2025, following a revised 12.5% slump in the prior month. This marked the second consecutive monthly decline, albeit at a slower pace, attributed to the non-residential segment (-25.2% vs -48.3% in June). On the other hand, permits increased for both residential projects (3.3% vs 2.5%) and additions & alterations (3.2% vs 2.1%).

South Africa Building Plans Fall Less in July

US futures rose on Thursday, with S&P 500 contracts up 0.9%, the Nasdaq 100 gaining 1.3%, and the Dow Jones climbing more than 300 points, as traders reacted to the Fed’s first interest rate cut of the year. Trading was volatile immediately after the decision and during Chair Powell’s press conference, where he described the move more as a “risk management” cut and noted that there are no risk-free paths. Investors now appear to be betting that the central bank will focus on its employment mandate. The Fed reduced the federal funds rate by 25 basis points yesterday and signaled an additional 50bps of cuts this year, followed by another 25bps reduction in 2026. On the corporate front, Nvidia shares jumped more than 3% in premarket trading, while Intel soared nearly 29% after announcing that Nvidia will invest $5 billion for a minority stake in the company.

US Futures Rise, Intel Soars

The yield on the UK 10-year Gilt whipsawed to the 4.62% mark on Thursday after the Bank of England held its Bank Rate unchanged at 4%, as expected, and slowed the pace of its quantitative tightening. The MPC voted by 7-2 to hold its rates unchanged, aligned with what markets had penciled, and hinted that more rates are likely in their gradual easing cycle. In the meantime, the central bank eased its quantitative tightening pace to reflect a annualized rundown of GBP 70 billion for longer-dated bonds, compared to the earlier pace of GBP 100 billion. The slower pace of quantitative tightening reacted to recent stress in the longer-end of Gilt maturities as fiscal concerns and a high policy rate drove yields on the 10-year and 30-year securities to trade higher than G7 counterparts. Additionally, concerns of higher supply of Gilts by the Debt Management Office recently drove interest rate swaps to below yields of comparable maturities, another sign of fiscal stress by the government.

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