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イギリス2029年国債オークション

ドイツ2年間のシャッツオークション

アメリカLMIロジスティクスマネージャー指数

The FTSE 100 fell over 0.5% on Tuesday, marking its third straight decline, weighed down by losses in major constituents and mining stocks. Heavyweights like Rolls-Royce, Shell, and HSBC slipped between 1% and 1.5%, while miners Rio Tinto, Antofagasta, and Anglo American dropped about 1.5%, 3%, and 2.5%, respectively. BP edged down 0.3% despite posting stronger-than-expected Q3 profits of $2.2 billion and announcing a $750 million share buyback. The company said divestment proceeds will exceed $4 billion this year, with cost-cutting efforts on track, following the sale of US shale stakes for $1.5 billion. On the policy front, Chancellor Rachel Reeves delivered a speech outlining the UK’s fiscal challenges ahead of the late-November budget, signaling potential tax hikes. She blamed prior mismanagement and global headwinds for the weak economy but reaffirmed her “iron-clad” fiscal rules and focus on curbing inflation to enable future rate cuts while controlling debt.

FTSE 100 Falls for 3rd Session

Consumer prices in São Paulo, Brazil’s most populous city, rose 0.27% month-over-month in October 2025, easing from a 0.65% increase in September which was the highest in ten months. Prices went up for food (0.38%), health (0.37%), transportation (0.32%), personal expenses (0.26%), housing (0.22%) and clothing (0.1%). On the other hand, prices were little changed for education.

Sao Paulo Consumer Prices Slow

Indonesian stocks fell 22 points, or 0.3%, to 8,253 on Tuesday afternoon, erasing earlier gains as sentiment soured. The downturn followed pressure on global equities after President Trump announced a ban on Nvidia’s top-tier AI chip exports to China, although limited access for Beijing would still be permitted. Caution also grew ahead of domestic Q3 GDP data due Wednesday, amid concerns that pro-growth initiatives under President Prabowo Subianto could push imports higher. Geopolitical tensions and uncertainty over economic recovery in top trading partner China also weighed on sentiment. In recent data, Indonesia's annual inflation rose to a 1-1/2 year high of 2.86% in October from 2.65% in September, but still within Bank Indonesia’s 1.5–3.5% target range. Losses were led by non-energy minerals, consumer durables, and financials, with notable decliners including Tower Bersama Infrastructure (-4.9%), Archi Indonesia (-3.7%), Jhonlin Agro Raya (-3.2%), and Pertamina Geothermal (-2.7%).

Indonesia Shares Drop Ahead of Upcoming Q3 GDP Data

The British pound fell toward $1.310, its weakest level since April, after Chancellor Rachel Reeves’ speech signaling upcoming tax hikes, while investors awaited Thursday’s Bank of England meeting. Markets now see about a one-in-three chance of a 25-basis-point rate cut this week, up from near zero after softer inflation and other weak economic data, while odds of a cut by December have risen to two-in-three. Reeves, preparing to unveil her budget on November 26, said the UK has endured “years of economic mismanagement” and stressed that fiscal discipline would be central to her plan. She pledged an “iron-clad” commitment to fiscal rules, a message aimed at reassuring investors amid concerns about the size of the fiscal gap. Her comments reinforced expectations of tighter fiscal policy, even as monetary policy may soon ease, weighing further on the pound ahead of the BoE’s closely watched rate decision.

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