ニュージーランドグローバル酪農貿易価格指数

カナダ住宅着工件数

カナダCPIトリミング-平均前年比

カナダコアインフレ率前月比

The euro climbed above $1.18 for the first time since July, hovering at its strongest level since September 2021, supported by stronger-than-expected investor sentiment in both the Eurozone and Germany, alongside broad dollar weakness as the US Fed prepares to resume interest rate cuts this week. Markets broadly expect the Fed to lower rates by at least 25 bps as policymakers weigh a cooling labor market against lingering inflationary pressures from tariffs. In contrast, European officials continue to emphasize caution on inflation. ECB Executive Board member Isabel Schnabel urged policymakers to “keep a steady hand,” warning that risks ranging from tariffs and services inflation to food prices and fiscal policy remain significant. Slovak central-bank Governor Peter Kazimir echoed that view, cautioning that ignoring these risks “would be a mistake.” The ECB last week kept borrowing costs unchanged for a second consecutive meeting, signaling that its rate-cutting cycle may have ended.

Euro Hits Four-Year High

Lithium carbonate prices dropped to CNY 72,800 per tonne from the one-year high of CNY 87,100 on August 19th amid signs that limits to supply would be softer than expected earlier. Reports indicated that mining activity in CATL's Jiangxi mine is due to restart production at a sooner date that markets expected after the major company. The reopening reports countered the surge in lithium prices after CATL was unable to extend mining permits in the hub, which is responsible for around 3% of global supply. Besides the direct increase in supply from operations in Jiangxi, the event limited the magnitude of supply cuts that the Chinese government was willing to pass to counter deflationary pressures in its fresh capacity-cutting overhaul. In the meantime, Chinese electric vehicle producers continued to record strong sales volumes as companies resisted discounted prices to compete for market share, underpinning demand from battery manufacturers.

Lithium Slides from 1-Year High

The ZEW Indicator of Economic Sentiment for Germany increased to 37.3 in September 2025 from 34.7 in August, beating forecasts of 26.3. "Financial market experts are cautiously optimistic and the ZEW indicator has stabilized, but the economic situation has worsened. There are still considerable risks, as uncertainty about the US tariff policy and Germany’s ‘autumn of reforms’ continues”, according to ZEW President Achim Wambach. Meanwhile, the current conditions gauge declined for a second consecutive month to -76.4 from -68.6, worse than market expectations of -75.

German Investor Morale Rises Unexpectedly

Zinc increased to 2983.00 USD/T, the highest since March 2025. Over the past 4 weeks, Zinc gained 7.14%, and in the last 12 months, it increased 1.85%.

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