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German 10-year Bund yields fell toward 2.66% on Thursday, the lowest level in a week, as markets digested the latest policy signals from central banks. The US Federal Reserve delivered its first rate cut of the year amid evidence of a cooling labor market, but struck a cautious tone on the path ahead. Fed Chair Jerome Powell framed the move as a risk-management cut, pushing back on expectations for aggressive easing and stressing that the central bank does not need to move quickly on rates. In the euro area, policymakers have also emphasized caution. ECB officials continue to flag risks from tariffs, sticky services inflation, elevated food prices, and fiscal policy uncertainty. The ECB held rates steady for a second straight meeting last week, reinforcing the view that its rate-cutting cycle may be nearing an end.

German Bund Yields Slip as Investors Weigh Fed Cut

Iron ore futures fell to around CNY 801 per ton on Thursday, giving back gains from the prior session amid persistent signs of weak demand in top consumer China. Data indicated that manufacturing and infrastructure investment continued to contract in August, while end-use steel demand dropped sharply in the third quarter, particularly from the property and construction sectors. Market participants also noted that steel mill margins remain under pressure, prompting production cuts in several regions. Still, upcoming restocking ahead of the National Day holiday is expected to lend some support to prices, alongside seasonal demand from infrastructure projects. On the supply side, China’s crude iron ore output rose 8.8% year-on-year in August to 81.63 million metric tons, while shipments from major supplier Brazil also increased in the third quarter, adding to global supply pressures.

Iron Ore Slips on Weak China Demand

In Tokyo,  the Nikkei 225 Index rose 567 points or 1.27 percent on Thursday. Leading the gains are Resonac Holdings (11.82%), Sumco (7.53%) and Mitsui Mining & Smelting (5.44%).

The Nikkei 225 Index Closes 1.27% Higher

Switzerland's trade surplus narrowed to CHF 3.9 billion in August 2025 from CHF 4.2 billion in July, the lowest in three months. Exports slipped 1.0% month-on-month to CHF 22.0 billion, weighed down by lower sales of watches (-8.6%) and jewelry (-7.5%). Exports to the US plunged 22.1% (-CHF 873 million), its weakest level since late 2020, as the impact of Washington’s 39% tariff on Swiss goods—one of the highest globally—continued to curb demand. By contrast, exports to Europe rose 1.6%, boosted by Austria (+43.2%), Poland (+37.2%), and France (+23.9%). Meanwhile, imports rose 0.4% to CHF 18.1 billion, supported by higher purchases of energy (+11.6%), vehicles (+2.7%), and chemical-pharmaceutical products (+0.5%). Among suppliers, Austria (+13.9%) and Slovenia (+23.7%) recorded notable increases, while Germany posted a sharp decline of 6.8%, its steepest since December 2020.

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