アメリカEIA ガソリン在庫の推移

アメリカEIA原油輸入の変化

アメリカEIA留出燃料生産の変化

アメリカEIAガソリン生産の変化

Cocoa futures rose past $6,200 per tonne, reaching the highest level in over two weeks, amid supply concerns in top grower Ivory Coast. Dealers noted that the market was supported by a slow start to the main crop season in top producer Ivory Coast and worries about the poor quality of some beans arriving at ports. The country was already struggling with quality issues in the 2024-25 season that ended in September. Meanwhile, Ghana’s agriculture minister said cocoa production for the 2025/26 season, which began this month, is likely to exceed the government’s initial projection of 650,000 tonnes, supported by favorable weather and ongoing crop rehabilitation efforts.

Cocoa Futures at Over 2-Week High

Germany’s 10-year Bund yield hovered around 2.55%, near its lowest level since late June, as global bond investors awaited delayed US inflation data due on Friday amid mounting expectations for interest rate cuts, particularly from the Federal Reserve and the Bank of England. The Fed is set to meet next week, with markets almost fully pricing in a 25bps rate cut, followed by another move in December. Similarly, expectations are building that the Bank of England could begin lowering borrowing costs in the coming months, as inflation shows signs of having peaked and the labor market continues to cool. In the euro area, inflation has edged closer to the European Central Bank’s 2% target, while growth remains modest but resilient. ECB Vice President Luis de Guindos echoed President Christine Lagarde’s recent remarks, noting satisfaction with current policy settings and indicating little need for near-term action. Markets currently expect the ECB to begin cutting rates only in July 2026.

Bund Yields Hover Near Multi-Month Lows as Global Rate-Cut Bets Build

El Salvador’s trade deficit increased to $857.23 million in September 2025 from $718.9 million in the same month of previous year, as imports surged while exports contracted. Imports increased 18.96% year-on-year to $1,498.4 million, while exports slightly decreased by 0.75% to $536.7 million, not enough to offset the sharp rise in foreign purchases. Export contraction was driven by a 22.29% drop in traditional goods, while non-traditional goods edged up 0.46%.

El Salvador Trade Deficit Widens in September

Mexico’s economic activity index fell 0.9% year-on-year in August 2025, after a 1.1% decline in Julyless than market expectations of a 1% drop. The downturn was driven by a 3.6% drop in secondary activities, with losses across all industries: mining (-6.8%), construction (-4.0%), manufacturing (-3.1%), and utilities (-2.2%). Services fell 0.1%, reversing a 0.4% rise, as wholesale trade (-6.7%), restaurants and lodging (-3.3%), public administration (-2.7%), education (-1.2%), and transport and warehousing (-1.1%) all contracted. In contrast, the primary sector rebounded 16.2%, recovering from a 12.6% plunge in July, led by agriculture (26.5%) and animal production (3.3%). On a seasonally adjusted basis, activity rose 0.6% from July, offsetting the prior month’s 0.9% decline.

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