イギリス鉱工業生産前年比

イギリス鉱工業生産前月比

イギリス製造生産前年同期比

イギリス製造業 生産前月比

The yield on India’s 10-year G-Sec dropped to 6.48%, its lowest level in three weeks, after dovish signals from the Reserve Bank of India strengthened bets of a near term rate cut. The central bank’s meeting minutes showed policymakers increasingly open to easing, with Governor Malhotra noting that the downward revision in inflation projections provides policy space to support growth. India’s inflation eased to 1.54% in September, the lowest in eight years and below both the RBI’s 2–6% target and market forecasts of 1.7%, strengthening the case for a December rate cut. The RBI kept rates unchanged earlier this month, though two panel members favored moving from a neutral to an accommodative stance, signaling potential policy easing to support an economy under pressure from US tariffs. In the latest trade update, US President Trump said PM Modi agreed to halt Russian oil purchases, though New Delhi has yet to confirm, as its trade team continues talks with US officials in Washington.

India 10Y Yield Hits 3-Week Low

U.S. Treasury Secretary Scott Bessent suggested the U.S. might extend a pause on import duties on Chinese goods beyond the usual three months if China cancels plans for strict new export controls on rare-earth elements. “Is it possible that we could go to a longer roll in return? Perhaps. But all that’s going to be negotiated in the coming weeks,” Bessent said at a Washington press conference. The two countries have maintained a series of 90-day truces since earlier this year, with the next one due in November. After months of relative calm, tensions have risen recently as Washington expanded tech restrictions and proposed levies on Chinese ships entering U.S. ports, prompting China to respond with parallel measures and tighter controls on rare earths and other critical materials.

U.S. May Extend China Duty Pause if Rare-Earth Controls Canceled

The New Zealand dollar rose for a second consecutive day to around $0.574 on Thursday, benefiting from broad weakness in the US dollar. The greenback came under pressure amid prospects of Federal Reserve rate cuts, alongside intensifying US-China trade tensions and the ongoing federal government shutdown, which have heightened concerns about the US economic outlook. However, the kiwi’s upside remained limited by a dovish monetary policy outlook at home. Reserve Bank of New Zealand Chief Economist Paul Conway reiterated on Wednesday that the central bank remains open to further policy easing, though it will wait for economic data before making a decision. Markets are currently pricing in another rate cut in November, with rates expected to fall to 2.0% by 2026. Supporting this view, the latest data showed that New Zealand’s annual food inflation eased to a five-month low of 4.1% in September from 5.0% in August.

New Zealand Dollar Gains on Softer US Dollar

Hong Kong stocks were little changed on Thursday morning, hovering around 25,895 after a rally the prior day. Modest gains in financials were offset by weakness in property and tech shares. Investors anticipate key Chinese data next week, including September industrial output, retail sales, Q3 GDP, and the monthly loan prime rate fixing. Meanwhile, China’s September CPI and PPI continued to signal persistent deflationary pressures, as ongoing property weakness and trade tensions weighed on consumer and business mood. Globally, U.S. futures were subdued, with investors balancing strong earnings against escalating U.S.-China trade tensions. President Trump on Tuesday suggested Washington could end some trade ties with China, including cooking oil imports. Gold-related shares advanced, led by Laopu Gold (6.2%), Zijin Gold Intl. (3.3%), and Zhijin Mining (1.9%), while Sun Hung Kai Properties (-3.0%), Xiaomi Corp. (-2.8%), XPeng (-2.6%), and Henderson Land Dev. (-1.2%) weighed on the index.

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

India 10Y Yield Hits 3-Week Low

U.S. May Extend China Duty Pause if Rare-Earth Controls Canceled

New Zealand Dollar Gains on Softer US Dollar

Hong Kong Shares Muted

近日の事件

イギリス鉱工業生産前年比

イギリス鉱工業生産前月比

イギリス製造生産前年同期比

イギリス製造業生産前月比

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

India 10Y Yield Hits 3-Week Low

U.S. May Extend China Duty Pause if Rare-Earth Controls Canceled

New Zealand Dollar Gains on Softer US Dollar

Hong Kong Shares Muted

近日の事件

イギリス鉱工業生産前年比

イギリス鉱工業生産前月比

イギリス製造生産前年同期比

イギリス製造業 生産前月比

イギリス製造業生産前月比