イギリス英中銀ピルのスピーチ

ユーロ圏ECBマチャド氏の演説

カナダカナダ人による外国証券の購入

カナダ外国証券の購入

Yields on Italy’s 10-year BTPs held around 3.3%, near the lowest since December 2024, supported by Italian fiscal measures and investor risk aversion. Rome has agreed to impose roughly €11 billion in taxes on banks and insurers from 2026 to 2028 to bolster the national budget, with the plan under review by the European Commission and expected to be approved by early November. In addition, market concerns over the broader credit sector have intensified following reports of loan losses and potential fraud at two US regional banks, while rising US-China trade tensions have further fueled investor caution. On the macro front, money markets have lifted expectations of an ECB rate cut, pricing in about an 80% probability of a 25-basis-point reduction by July, whereas US markets largely anticipate 25-basis-point cuts at each of the next two Federal Reserve meetings.

Italy BTP Yields Remain at 10-Month Low

Germany’s 10-year Bund yield fell below 2.55%, touching its lowest level since June 25, as investors sought safety amid escalating US-China trade tensions and fresh signs of credit stress in the US banking sector. On Thursday, Beijing accused Washington of “stoking panic” over its rare earth export controls and rejected calls to roll back the measures. Meanwhile, bank shares worldwide tumbled after two US regional banks revealed losses tied to bad and potentially fraudulent loans, deepening concerns over the health of global credit markets. In response, money markets increased bets on interest rate cuts by both the European Central Bank and the Federal Reserve. Traders now price in an 80% probability of a 25 basis point ECB rate cut by July 2026, with the key rate expected to reach around 1.8% by the end of next year. The Fed, meanwhile, is seen delivering at least two 25-basis-point cuts in the final meetings of the year.

German Bund Yields Hit Four-Month Low

The Hang Seng tumbled 641 points, or 2.5%, to close at 25,247 on Friday, extending losses from the prior session and marking its lowest level in six weeks amid broad-based declines. Global sentiment soured after signs of credit stress at U.S. regional banks rattled investors, while renewed trade frictions between Washington and Beijing added pressure. All sectors fell, with tech sliding around 4%, followed by consumer, financial, and property stocks. Khoon Group hit a record low after certain sanctions by government authorities in the U.S. BYD lost 4.3% following its largest vehicle recall over design and battery safety issues. Other notable losers included SMIC (-7.2%), Pop Mart Intl. (-4.6%), XPeng (-4.4%), Meituan (-4.4%), and Xiaomi Corp. (-3.7%). For the week, the index fell near 4%, its second straight decline, on mounting cautioun ahead of a key leadership gathering next week, as well as a slew of Chinese data, including Q3 GDP, September retail sales, and industrial output.

Hang Seng Plunges to 6-Week Low Amid Global Selloff

The Swiss franc was firmer around 0.79 per USD, its highest since mid-September, as investors flocked to safe-haven assets amid rising concerns over the US financial system after two regional banks reported bad loans. The currency also remained supported by US-China trade tensions, the ongoing US government shutdown, and expectations of Fed rate cuts.

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