ニュージーランド貿易収支

ニュージーランド輸出

ニュージーランド輸入品

オーストラリアRBAジョーンズのスピーチ

The 10-year Brazilian government yield fell to about 13.9% as markets repriced a lower external risk premium and a softer near-term policy outlook. A thaw in US–China trade rhetoric reduced the probability of a sudden hit to commodity exports and the current account, narrowing risk premiums. At the same time, weaker global growth signals and a slide in US Treasury yields pushed global long rates lower. Domestically, cooler inflation prints strengthened the dovish case at the central bank and trimmed inflation risk priced into the curve. Brazil’s still-elevated real policy rate preserved carry appeal, drawing renewed foreign duration demand and compressing yields further.

Brazil 10-Year Bond Yield Declines

In New York,  the Dow Jones Index rose 516 points or 1.12 percent on Monday. Leading the gains are Salesforce (4.61%), Apple (3.95%) and UnitedHealth (2.17%).

The Dow Jones Index Closes 1.12% Higher

The Ibovespa rose 0.8% to close at 144,509 on Monday, buoyed by a thaw in external risk and a string of company-specific catalysts. Fleury plunged about 4% after denying reports that talks with Rede D’Or had been suspended; the transaction remains market-relevant as Citi estimates it could free roughly R$10bn for Rede D’Or post-merger. Braskem jumped 1.8% after Camex extended a 20% import tariff on PE, PP and PVC through October 2026, supporting domestic resin spreads and margins. Vale gained 1.3% on firmer commodity signals, while Petrobras lagged (-0.3%) as oil softened and a recent gasoline price adjustment to distributors fell short of market expectations. Utilities and large banks outperformed, led by Eletrobras, Sabesp, Itaú and Bradesco.

Ibovespa Starts the Week Strong

Argentina’s trade surplus shrank to USD 921 million in September 2025, down from USD 982 million a year earlier. Imports rose 20.7% year-on-year to USD 7,207 million, driven by notable increases in intermediate goods (1.6%), consumer goods (45.7%), passenger motor vehicles (68.6%) and capital goods (47.7%). Meanwhile, exports rose 16.9% to USD 8,128 million, led by gains in primary products (43.0%) and agro-industrial manufactures (11.2%), with industrial manufactures also expanding (3.5%). For the year-to-date through September 2025, the trade surplus stood at USD 6,030 million, down from USD 15,057 million in the same period of 2024.

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