ドイツPPI前年比

ドイツ生産者物価指数月增率

イギリス小売売上高前年比（燃料除く）

イギリス小売売上高前年比

Australia’s 10-year government bond yield edged lower to 4.23% after a soft jobs report added to the case for another rate cut by the Reserve Bank later this year. Employment fell by 5,400 in August, following a revised 26,500 rise in July and defying forecasts of a 22,000 gain. The jobless rate stayed at 4.1%, matching expectations. Markets continue to expect the RBA to keep the cash rate steady at its meeting later this month but now assign about a 70% probability of a rate cut in November. The central bank has so far taken a measured approach to easing, delivering only three cuts this year, with decisions guided primarily by quarterly inflation readings. Earlier in the week, Assistant Governor Sarah Hunter said the central bank was close to achieving both of its inflation and employment goals, but noted risks remain on both sides of the economic outlook.

Australia 10-Year Bond Yield Inches Down

The yield on the 10-year US Treasury hovered near 4.11% on Friday after climbing almost 10 basis points over the past two sessions, as the Federal Reserve signaled a less dovish stance than markets expected. Earlier this week, the Fed delivered a widely anticipated quarter-point cut and projected two more reductions this year, while flagging just one cut in 2026. Fed Chair Jerome Powell characterized the move as a risk management step in response to labor market weakness, emphasizing there was no need to accelerate easing. Data on Thursday also showed weekly jobless claims fell, reversing the prior week’s spike. At the same time, the Fed maintained the pace of quantitative tightening despite the sharp drawdown in its overnight reverse repo facility since the last meeting.

US 10-Year Yield Holds Advance

Hong Kong shares rose 68 points or 0.3% to 26,617 on Friday morning trade, rebounding from a 1.4% slump in the previous session as bargain hunters stepped in. Record highs for the S&P 500 and Nasdaq overnight supported sentiment, a day after the Fed cut rates for the first time in nine months. Traders also looked ahead to a call between U.S. President Trump and Xi Jinping after a deal that would place TikTok under U.S. ownership. For the week, the Hang Seng is on track for the third consecutive gain, up around 0.8% so far, lifted by optimism over China’s progress in AI, semiconductors, and drug innovation. Still, upside was limited by a pullback in mainland equities from decade highs after China's central bank signaled no urgency to ease monetary policy, fueling bets that fresh stimulus may be delayed until 2026. Among individual movers, Weimob jumped 12% after a share sale for tech upgrades, while SMIC gained 3.9%, Anta Sports 3.6%, Galaxy Entertainment 3.2%, and Trip.com 2.1%.

Hong Kong Stocks Poised for Third Straight Weekly Gains

The offshore yuan depreciated past 7.11 per dollar on Friday, extending its decline from the previous session amid a stronger greenback. The US dollar firmed after the Federal Reserve signaled it would adopt a cautious approach to easing monetary policy, following a 25 basis point rate cut announced on Wednesday. While the yuan faced downward pressure from the strengthening dollar, its losses were partially offset by supportive developments out of Hong Kong. In a move aimed at deepening the renminbi's role in international markets, Hong Kong announced plans to expand the use of the Chinese currency by issuing additional yuan-denominated bonds and settling a portion of government expenditures in renminbi. Looking ahead, investors are turning their attention to the release of China’s loan prime rates over the weekend. Despite back-to-back declines, the yuan is on track to notch a weekly gain.

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