イギリスポールソンFRB議長の演説

カナダ建築許可前月比

アメリカECBエルダーソンのスピーチ

アメリカレッドブック前年同期比

Platinum hovered above $1,660 an ounce, approaching a 12-year high, supported by tight market fundamentals and escalating US-China trade tensions. Safe-haven demand was boosted as both the US and China plan to impose additional port fees on shipping companies starting Tuesday, while US Treasury Secretary Scott Besent said President Trump is still expected to meet Chinese President Xi Jinping in South Korea in late October. Meanwhile, markets largely bet on 25 basis point Fed rate cuts in October and December. On the fundamentals, platinum is regaining share in luxury jewelry as its price gap with gold narrows. Industrial demand remains firm in gasoline vehicle catalysts, oil refining, and chemicals. Supply-side pressures persist, with the market set for a third consecutive year of deficit. Mine output in 2025 is expected to fall 6% to 5.426 million ounces, while automotive catalyst recycling, projected to grow at a 4.7% CAGR through 2029, is insufficient to close the gap.

Platinum Hits Near 12-Year High

Romania’s current account recorded a deficit of EUR 2,664 million in August 2025, narrowing slightly from EUR 2,695 million in the corresponding month of the previous year. The improvement was mainly driven by a smaller goods trade shortfall, which declined to EUR 2,629 million from EUR 2,908 million in August 2024, while the services surplus widened to EUR 1,050 million from EUR 951 million. In contrast, the primary income deficit increased to EUR 921 million from EUR 837 million, and the secondary income account shifted to a deficit of EUR 164 million from a EUR 138 million surplus a year earlier.

Romania Current Account Gap Narrows Slightly

The NFIB Small Business Optimism Index in the US fell for the first time in three months to 98.8 in September 2025 from 100.8 in August and well below forecasts of 100.5. The reading signalled a decline in optimism among small business owners, with supply chain disruptions and inflation emerging as the main concerns. 14% of owners reported that inflation was their single most important problem and 64% reported that supply chain disruptions were affecting their business to some degree. One bright spot was actual earnings changes, which increased to its highest level since December 2021. "While most owners evaluate their own business as currently healthy, they are having to manage rising inflationary pressures, slower sales expectations, and ongoing labor market challenges. Although uncertainty is high, small business owners remain resilient as they seek to better understand how policy changes will impact their operations", NFIB Chief Economist Bill Dunkelberg said.

US Small Business Optimism Below Forecasts

The euro slipped toward $1.15, hitting its weakest level since July 31, as investors closely watched political developments in France. Reappointed Prime Minister Sébastien Lecornu is rushing to present the 2026 budget bill to parliament before constitutional limits on reviewing the legislation expire. The plan, according to the Haut Conseil des Finances Publiques, aims to reduce the Eurozone’s largest deficit to between 4.7% and 5% of GDP, a modest improvement from this year’s 5.4%. Meanwhile, concerns over a potential US-China trade war resurfaced after both countries imposed additional port fees on ocean shipping firms. This follows President Trump’s threat of 100% tariffs on Chinese goods and Beijing’s decision to tighten rare earth export controls. On the data front, German investor sentiment improved in October, but less than expected, adding to cautious market sentiment.

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