アメリカFRB総裁の講演

アメリカポールソンFRB議長の演説

アメリカFRBウォーラー講演

アメリカFRB「地区連銀経済報告」

Peru’s GDP grew by 3.18% year-on-year in August 2025, slowing from 3.41% in the previous month and marking the seventeenth consecutive monthly expansion. The deceleration reflected weaker growth in manufacturing (0.06% vs. 3.65% in July), construction (3.60% vs. 5.03%), agriculture (6.43% vs. 8.49%) and transportation (4.03% vs. 4.28%). By contrast, mining and hydrocarbons continued to expand (1.78% vs. 1.95%), lodging and restaurants swung back to growth (0.89% vs. -0.82%), and commerce strengthened (3.78% vs. 2.72%). The national production index, seasonally adjusted, rose 0.29% compared with the previous month.

Peru Economic Activity Slows in August

Colombia’s industrial production rose 1% year-on-year in August 2025, easing from a 5.8% gain in July. Growth was mainly driven by the manufacturing of transport equipment (36.5%), chemical products (5.8%), clothing (5.5%), and food products (4.7%), while coffee threshing (38.7%) and sugar refining (11.3%) also contributed positively. In contrast, output declined in pharmaceuticals (-7.6%), beverages (-2.1%), and iron and steel (-9.3%). Real sales increased 0.9% from a year earlier, and industrial employment rose 0.8%.

Colombia Industry Growth Eases in August

Colombia’s Consumer Confidence Index rose to 1.6% in September 2025, up 4.0 percentage points from August (-2.4%) and returning to positive territory. The improvement was mainly driven by a 6.9-point increase in the Economic Conditions Index (0.1%), reflecting a rebound in households’ current financial situation (0.5% vs -2.2%) and reduced pessimism about durable goods purchases (-0.4% vs -11.3%). The Consumer Expectations Index also advanced 2.1 points to 2.6%, supported by a less negative outlook for the country’s economic situation (-6.3% vs -9.7%), though optimism about households’ future conditions eased (26.2% vs 28.4%). Compared with September 2024 (-16.0%), the overall index rose 17.6 points.

Colombia Sentiment Rebounds in August

European stocks rebounded on Wednesday, with the Stoxx 50 up nearly 1% and the Stoxx 600 gaining over 0.5%. Luxury stocks led the rally after LVMH jumped 12% on stronger-than-expected revenues, lifting peers Hermès (+7%), Moncler (+7%), Richemont (+6%), Kering (+5.3%), and Burberry (+3.3%). Tech shares also supported gains, with ASML rising 3.4% after upbeat earnings and reassuring guidance for 2026, boosted by demand linked to AI investments. France’s CAC 40 climbed 2.2%, its best day since April, as investors bet Prime Minister Sebastien Lecornu’s new government will survive upcoming no-confidence votes. Sentiment improved further after Lecornu pledged to suspend the unpopular pension reform until after 2027, securing Socialist backing. Trade tensions also eased late in the day after US Treasury Secretary Scott Bessent hinted tariffs on China could be delayed. Meanwhile, Germany’s Aurubis fell over 6% after Salzgitter issued €500 million in convertible bonds tied to its stake.

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