カナダNIESR 月間 GDP トラッカー

アメリカ3か月の請求書オークション

アメリカ6か月の請求書オークション

ドイツブンデスバンクバルツスピーチ

The Baltic Exchange’s dry bulk index, which tracks rates for vessels transporting dry commodities, remained steady at 2,069 points on Monday, as minimal increases in the larger vessel segments were offset by weakness in the smallest one. The capesize index, which typically transports 150,000-ton cargoes such as iron ore and coal, rose by 0.2% to a one-week high of 3,128 points; and the the panamax index, which usually carries 60,000-70,000 tons of coal or grain, increased two points to 1,829 points, extending gains for the tenth day. On the other hand, the supramax index fell six points to 1,422 points.

Baltic Dry Index Holds Steady

Yields on Italy’s 10-year BTPs hovered around 3.37%, after rebounding from an 11-month low of 3.34% last week, as concerns over US-China trade tensions and turmoil in regional US banks eased, cooling the rush into safe-haven assets. Trump called his proposed 100% tariffs on Chinese goods unsustainable, and Treasury Secretary Bessent is expected to meet Chinese Vice Premier He Lifeng in Malaysia this week. Domestically, Prime Minister Giorgia Meloni’s right-wing coalition government became the third longest-serving postwar administration on October 19, underscoring political stability. On the macro front, attention turns to Friday’s delayed US September CPI report, a key guide for monetary policy, with markets widely expecting a 25-basis-point Fed rate cut at the next meeting. The European Central Bank is expected to hold rates steady, with a potential 25-basis-point cut by July 2026.

Italy BTP Yields Rebound from 11-Month Low

US stocks rose on Monday, with the S&P 500 gaining 0.7%, the Nasdaq Composite up 0.8%, and the Dow Jones Industrial Average climbing more than 230 points. Investors are gearing up for a busy week of corporate earnings, including results from Tesla, and the long-delayed CPI report due on Friday. Optimism also grew that the government shutdown could soon end, after White House economic adviser Kevin Hassett told CNBC the shutdown is likely to end sometime this week. Meanwhile, concerns over regional banks, which had sparked a sell-off last week, eased following solid results from several lenders. Sentiment was further boosted after President Trump moved to de-escalate trade tensions with China, ahead of a new round of US–China trade talks in Malaysia. A Wall Street Journal report also said that Trump exempted dozens of products from reciprocal tariffs. All major sectors traded higher except consumer staples, with energy, financials, and industrials leading the gains.

US Stocks Advance to Start the Week

Soybean futures rose toward $10.3 per bushel, on renewed hopes that China will resume large US purchases tied to a possible Trump–Xi meeting and by firmer Chinese activity that supports feed and crush demand. Over the weekend President Trump publicly flagged soybeans as a top negotiating item and signalled a desire to restore purchases, which pushed buyers to anticipate near-term Chinese demand. At the same time China’s Q3 GDP surprised on the upside on a quarterly basis, underlining that industrial and livestock demand for soymeal can remain firm even as annual growth slows. Meanwhile, US harvest progress remains patchy and USDA reporting gaps caused by the government shutdown have left traders dependent on private surveys showing slower deliveries. South American supplies have filled immediate needs but are not yet erasing the prospect of a rapid pivot back to US origin, while historically strong US crush rates and attractive crush margins have diverted grain into processing.

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