ドイツ鉱工業生産前月比

フランスプライベート非ファーム給与前四半期比速報値

スイス失業率

ユーロ圏ウォーラー連銀議長のスピーチ

The HSBC India Composite PMI stood at 60.4 in October 2025, above flash data of 59.9 but lower than September 61.0. It was the lowest reading since May.

India Composite PMI Revised Higher

Malaysian palm oil futures hovered above MYR 4,100 per tonne on Thursday, partly recovering from losses in the previous session, supported by strength in rival edible oils on the Dalian exchange. Prices tried to emerge from a recent 12-week low amid bargain hunting and stronger October export estimates, with cargo surveyors reporting shipments up between 4.3%–5.2%. However, the contract is on course for a third straight weekly fall, pressured by growing caution ahead of key October trade and inflation data from China, a major consumer. Meanwhile, expectations of increased rapeseed oil supply from India, driven by record planting this year, could add further pressure to palm oil sentiment. India’s palm oil imports dropped to a five-month low in October, pushing total purchases for the 2024/25 marketing year to their lowest level in five years. Separately, Reuters projected Malaysia’s palm oil stockpiles likely rose 3.5% in October to 2.44 million tonnes, the highest since October 2023.

Palm Oil Trades Higher

Silver held around $48.1 per ounce on Thursday, steadying after recent gains as investors digested stronger-than-expected US economic data. The ADP report showed that private employers added 42,000 jobs in October, exceeding forecasts and underscoring labor market resilience, while the ISM Services PMI climbed to an eight-month high. Signs of economic strength reinforced expectations that the Federal Reserve will move cautiously on further rate cuts, though the ongoing US government shutdown has delayed key data releases. Markets now price in a 62% chance of a 25 bps rate cut in December, down sharply from over 90% before last week’s FOMC meeting. Last month, silver briefly hit record highs amid a short squeeze and a liquidity crunch in London before retreating as conditions normalized and investors took profits.

Silver Steady Amid Strong US Data

The South Korean won fell to around 1,445 per dollar on Thursday, reversing modest gains from the previous session to its weakest level in almost seven months, weighed down by sustained capital outflows. The Bank of Korea recently warned that growing overseas investments by individuals and pension funds, though improving external stability, are reducing domestic investment activity and exerting persistent downward pressure on the currency. Sentiment was further dampened by signs of labor market softness, as the number of “resting” or discouraged workers reached a record high, underscoring limited job creation and muted household confidence. Meanwhile, the downside was partially cushioned by data showing South Korea’s current account surplus hit an all-time high for September, driven by strong exports and higher dividend income.

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