ニュージーランド電子小売カード支出前月比

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イギリスBRC小売売上高前年比モニター

Gold surged past $4,100 per ounce on Monday, setting a fresh record high as escalating US-China trade tensions and growing expectations of Federal Reserve rate cuts boosted demand for safe-haven assets. The rally intensified after President Donald Trump reignited trade frictions with Beijing, rattling investor sentiment and prompting a flight to safety. Traders are now pricing in a 97% chance of a Fed rate cut in October and are fully expecting another in December. Market anxiety was further heightened by the prolonged US government shutdown, with the White House proceeding with mass federal layoffs. On the geopolitical front, Trump announced that the Gaza war had ended as he traveled to Israel to oversee the release of hostages, adding another layer of uncertainty to global markets.

Gold Breaks Above $4,100, Setting New Record

Wall Street’s main indexes surged on Monday, rebounding sharply from Friday’s steep sell-off after President Trump struck a softer tone on US-China trade tensions, assuring that relations with Beijing “will all be fine.” The S&P 500 and Nasdaq 100 climbed 1.6% and 2.1%, respectively, while Dow Jones jumped over 600 points, as investors rushed back into risk assets following Trump’s comments. His remarks helped ease fears of an escalating trade war after last week’s threat of a 100% tariff on Chinese goods wiped out roughly $2 trillion in market value. Gains were led by technology stocks, with Nvidia and AMD rising around 2.5% and 1%, Oracle soaring 5.5%, and Broadcom surging 10% after confirming its AI partnership with OpenAI. Still, investors remained cautious amid a prolonged government shutdown and delayed economic data releases, while attention turned to the kickoff of earnings season, with major banks such as JPMorgan, Goldman Sachs, and Citigroup set to report results this week.

US Stocks Rally as Tariff Fears Ease

Uruguay’s manufacturing output contracted 6.3% year-on-year in August 2025, reversing the 4.2% increase recorded in July. The sharpest drag came from petroleum refining, which plunged 46% amid a partial shutdown at ANCAP’s José Ignacio oil buoy for maintenance. Food manufacturing and motor vehicle output also declined, by 5% and 45%, respectively. Offsetting part of the fall, pharmaceutical production grew 5.9%, while electrical equipment and chemical manufacturing rose 20.3% and 2%. Meanwhile, the Index of Hours Worked fell 8.5%, and the Index of Employed Personnel decreased 2.8%.

Uruguay Industrial Output Falls Sharply in August

Brazil's Industrial Entrepreneur Confidence Index (ICEI) rose to 47.2 in October 2025, up from 41.9 in September, signaling a mild improvement in sentiment but still below the 50-point threshold that separates optimism from pessimism. The Current Conditions Index reached 43.2, reflecting better assessments of both company conditions (46.5, +1.3 points) and the Brazilian economy (36.7, +1.4 points). Meanwhile, the Expectations Index increased for the third consecutive month to 49.1 (from 48.3), indicating that confidence about the next six months remains cautious but less negative. Business owners reported improved expectations for the economy (41.0, +1.5 points) and slightly greater optimism regarding their own companies (53.2, +0.5 points).

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