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The S&P/ASX 200 rose 0.5% to around 8,785 on Friday morning trade, recouping some losses from the prior session as dovish bets on domestic monetary policy supported equities. A weaker August jobs report, with an unexpected drop in employment, reinforced bets of an RBA rate cut later this year. Most analysts expect no change in September, with a possible cut in November depending on the Q3 inflation print due in October. The central bank has signaled it will wait for quarterly data, viewing monthly figures as less reliable. Markets also await next week’s PMI figures to gauge the country’s economic health. Meanwhile, the US Federal Reserve cut rates by 25 bps, its first move this year, and indicated two more cuts before year-end. In Sydney, tech stocks, energy, and healthcare led the advance, such as Xero (3.5%), Santos (0.8%), and Telix Pharmaceuticals (8.5%). Over the week, the ASX is on track for its third weekly decline, partly due to geopolitical risks and global trade tensions.

Aussie Shares Rise in Morning Trade

The Nikkei 225 Index climbed 0.9% to around 46,570 while the broader Topix Index advanced 0.8% to 3,185 on Friday, with Japanese equities hitting fresh all-time highs as investors awaited the Bank of Japan’s policy decision, where rates are expected to remain unchanged. Still, markets are pricing in a possible 25 basis point hike in October amid signs of resilience in the economy. Investors also assessed data showing Japan’s core inflation rose 2.7% in August, easing for the third straight month to the lowest since November 2024. Japanese stocks also mirrored Wall Street’s rally, with the Federal Reserve’s latest rate cut propelling US indexes to record highs. Among top gainers were Lasertec (10.1%), Tokyo Electron (1.7%), Advantest (2.5%), Fujikura (2.4%) and Mitsubishi UFJ (1.4%).

Japanese Shares Rise Ahead of BOJ Decision

The United Arab Emirates' economy is now expected to grow 4.9% in 2025, up from earlier forecasts of 4.4%, supported by higher oil production and robust growth in the non-hydrocarbon sector. In its quarterly update, the Central Bank said the hydrocarbon sector is projected to expand by 5.8% in 2025 and 6.5% in 2026, as oil production increases in line with OPEC+ quotas. Meanwhile, non-hydrocarbon GDP is forecast to grow by 4.5% in 2025 and 4.8% in 2026. These sectors may benefit from the indirect effects of stronger hydrocarbon growth, including increased investment, higher government spending, and improved economic confidence. In the first quarter, UAE GDP advanced 3.9% year-on-year, driven by non-hydrocarbon growth of 5.3%. The manufacturing, financial services, construction, and real estate sectors led this expansion.

UAE Revises Up GDP Forecasts to 4.9% in 2025

US stock futures edged higher on Friday after all three major indexes closed at record highs in the prior session, supported by the Federal Reserve’s latest rate cut. On Thursday, the Dow added 0.27%, the S&P 500 climbed 0.48% and the Nasdaq Composite jumped 0.94%. Seven of the 11 S&P sectors advanced, led by technology, industrials and communication services. Among individual movers, Intel soared about 23% after Nvidia unveiled a $5 billion investment to co-develop chips, while Nvidia rose 3.5%. Other notable gainers included Palantir (5.1%), Coinbase (7%) and CrowdStrike (12.8%). Earlier in the week, the Fed delivered a 25 basis point cut and projected two more reductions this year, while signaling just one cut in 2026. Meanwhile, no major economic data or earnings reports are scheduled for Friday.

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