ユーロ圏2年BTP短期オークション

ユーロ圏ECB消費者インフレ期待

ユーロ圏HCOB製造PMI＜速報＞

ユーロ圏HCOB複合PMIフラッシュ

Both the STOXX 50 and STOXX 600 rose 0.2% on Friday, as traders continued to focus on corporate earnings and company updates. Sanofi gained more than 3% after beating expectations for third-quarter profit and maintaining its full-year outlook. NatWest jumped 4% after raising its profit and revenue guidance, while Eni climbed over 2% following a stronger-than-expected earnings report.

European Stocks Rise as Corporate Earnings Stay in Focus

European natural gas futures held steady around €32 per megawatt-hour, staying within their recent range as traders await clearer signs of winter demand. EU storage remains healthy at 82.8%, with Italy at 94.2%, France at 92.7%, and Germany at 75.4%. Robust LNG imports and steady Norwegian pipeline flows continue to offset reduced Russian gas deliveries, while weaker Chinese demand has released more global supply for Europe. Despite comfortable inventories, market sentiment remains cautious following the EU’s latest sanctions on Russia’s energy sector. The measures include a ban on Russian LNG imports from 2027, tighter transaction restrictions on two major Russian oil companies, and sanctions on 117 “shadow fleet” vessels used to bypass previous curbs. The EU’s actions mirror recent US and UK sanctions against Rosneft and Lukoil, reinforcing the West’s coordinated pressure on Moscow amid the ongoing war in Ukraine.

European Natural Gas Market Remains Stable

The business confidence indicator in the Czech Republic increased by 1.8 percentage points 103.4 in October 2025, up from 101.6 in the preceding month. This improvement was driven by a rise in sentiment within the industry sector, which saw a notable gain of 4.3 points to 99.8 from 95.5, and in selected services which rose by 0.6 points to 106.2 from 105.6. Conversely, confidence weakened in other sectors including construction (121.8 vs 125.4) and trade (95.6 vs 99.6).

Czechia Business Sentiment at Over 3-Year High

The HCOB France Services PMI fell to 47.1 in October 2025 from 48.5 in the previous month, worse than market expectations of 48.4, flash estimates showed. This marked the fourteenth consecutive month of contraction and the sharpest decline since February, as output declined at a faster pace amid weak client demand and subdued domestic economic conditions. Moreover, new orders extended its nearly year-and-a-half-long period of contraction, reflecting reduced client spending linked to ongoing domestic political volatility. Meanwhile, service providers recorded slightly stronger job growth than the manufacturing sector. On the price front, the latest data signaled a further easing of cost pressures, with input cost inflation at its weakest since November 2020. At the same time, there was a renewed but marginal rise in output prices, reversing the discounting trend observed in the previous month.

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