日本三次産業指数前月比

オーストラリアRBA ハウザー氏のスピーチ

イギリスHMRCの給与計算の変更

イギリス雇用の変更

Silver steadied around $42.5 per ounce on Tuesday, hovering near 14-year highs as investors positioned for an expected US Federal Reserve rate cut this week. Markets are nearly fully pricing in a 25 basis point reduction on Wednesday, with 67 bps of easing projected by year-end. Expectations have been bolstered by data showing a cooling labor market and subdued inflation. President Donald Trump also pressed Fed Chair Jerome Powell for a larger cut, citing housing market weakness. Elsewhere, central banks in Canada and China are expected to ease policy this week, while those in Japan and the UK are likely to hold steady. On the geopolitical front, US-China trade talks in Spain showed progress, with Trump and Chinese President Xi Jinping scheduled to speak Friday. Meanwhile, industrial demand from solar, electric vehicles and electronics continues to tighten the physical silver market, with supply constraints supporting prices.

Silver Holds Firm on Fed Rate Cut Bets

The Bank of Thailand and the Finance Ministry are considering a tax on gold traded online in baht, Bloomberg News reported, citing people familiar with the matter. The levy, aimed at slowing the baht’s rally that threatens exports and tourism, may exempt trades in U.S. dollars, on futures exchanges, or from bullion shops. Officials say the measure would curb gold exports and make domestic ownership costlier, as dollar inflows from bullion shipments have strengthened the currency. BoT officials will meet gold traders on Monday to discuss the metal’s impact and tighter reporting. Further talks with the Finance Ministry are planned, with a decision expected only after a new cabinet takes office. The tax, possibly a special business levy, could apply when sellers convert dollar proceeds into baht, though rates remain undecided.

Thailand Weighs Gold Tax to Cool Baht Rally

The South Korean Won touched 1380.00 against the USD, the highest since August 2025. Over the past 4 weeks, US Dollar South Korean Won lost 0.65%, and in the last 12 months, it increased 4.55%.

South Korean Won Hits 4-week High

Australia’s 10-year government bond yield slipped to around 4.21%, nearing a four-week low, as markets digested recent remarks from the RBA. Assistant Governor Sarah Hunter said inflation is getting closer to the central bank’s target range and described the outlook as balanced, while stressing the need for a forward-looking approach given policy lags. She also pointed to signs of stronger consumer spending and reiterated the RBA’s goal of keeping the economy near full employment. Firmer economic data has recently tempered expectations of an immediate rate cut, with markets now assigning an 86% probability that policy will remain unchanged this month. Still, futures continue to price in around an 80% chance of easing in November. Investor focus is shifting to the upcoming jobs report and comments from other RBA officials. Separately, markets are awaiting the US rate decision this week, with a widely expected 25 bps cut likely to pressure global yields.

話題の銘柄と投資戦略を提供します

タイムリーなニュースや経済イベント＆アイデアで、賢く投資を。

最新ニュース