アメリカ6か月の請求書オークション

アメリカ3か月の請求書オークション

アメリカFRBの毎日の講演

カナダカナダ銀行のマックレム氏のスピーチ

US stocks gave up most of their early gains on Monday, with the S&P 500 fluctuating around the flatline, the Dow Jones falling more than 300 points, and the Nasdaq holding modestly higher, up 0.2%. Ongoing optimism around AI supported technology and consumer discretionary stocks, with Nvidia up 2.8% and Microsoft adding 0.4% after confirming it had secured export licenses to ship Nvidia chips to the UAE. Amazon jumped more than 5% following news of a multi-year, $38 billion partnership with OpenAI. In contrast, materials and real estate stocks underperformed. Apple (-1%), Oracle (-2.4%), and JPMorgan (-1%) were among notable decliners. Kimberly-Clark slumped 12.9%, ranking among the worst performers in the S&P 500 after announcing a $48 billion deal to acquire Kenvue, whose shares soared over 15% in response. Corporate earnings also remained in focus, with Palantir Technologies up 1% ahead of its quarterly results due after the closing bell.

US Stocks Mixed

Cocoa futures climbed over 5% toward $6,485 per tonne, the highest level since early October, extending recent gains, after confirmation that the commodity will rejoin the Bloomberg Commodity Index for the first time in two decades, a move expected to draw substantial passive fund inflows. Shrinking ICE cocoa inventories also supported prices, with stocks monitored by ICE in US ports falling to a seven-month low of 1,815,627 bags as of October 31.

Cocoa Futures Jump

Mexico’s S&P Global Manufacturing PMI fell to 49.5 in October 2025 from 49.6 in September, indicating a slight deterioration in operating conditions. The PMI has remained below 50 in 15 of the past 16 months. New orders rose for the third month, though at the slowest pace, while new export orders fell for the twentieth consecutive month, with weaker demand from Europe and the US partly offset by Asia and South America. Factory output contracted for the sixteenth month, but at a slower pace. Firms reduced input purchases and trimmed staff via technical breaks and non-renewal of temporary contracts, with job losses the largest since June. Finished goods inventories rose, while input stocks fell. Input costs increased further amid higher material and transport expenses, US tariffs, and adverse exchange rates. Output prices rose at a slower pace than input costs. Business confidence remained positive but weakened.

Mexico Manufacturing Activity Shows Modest Contraction

Canola futures fell toward CAD 620 per tonne, easing from a six-week high of 634.5 seen October 30th amid profit taking and a reversal in the broader vegetable oil complex removed the immediate buying pressure. Traders who booked gains after the recent rally met a market that was being pushed lower by retreating palm oil, which reduced canola’s premium over competing oils and squeezed crush margins, lowering near term demand for seed and oil. At the same time Canadian harvest is effectively complete and official production and yield metrics were revised higher this season, which increases near term available supplies. Trade and demand channels have also softened as China’s provisional anti-dumping duties effectively shut a large outlet for Canadian seed and earlier signs of weaker biofuel offtake have constrained industrial demand, limiting a durable rebound in export volumes.

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