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The yield on India’s 10-year G-Sec eased to just below 6.51%, its lowest in nearly a week, as investors focused on the weekly state debt auction while awaiting minutes from the central bank's latest policy meeting due on October 15. Indian states sold 128 billion rupees worth of bonds today, well below the 291 billion rupees planned for the week, with some states skipping the auction — a move that may reflect reduced funding needs and support bond prices. The bond sale was also influenced by broader market factors, including lower-than-expected retail inflation and anticipation of the upcoming RBI meeting minutes. India’s inflation eased to 1.54% in September, below the RBI’s 2–6% target and market expectations of 1.7%, strengthening the case for interest rate cuts in December. The Reserve Bank of India kept its benchmark interest rate unchanged earlier this month but signaled there may be room to ease policy in the coming months to support an economy under pressure from US tariffs.

India 10Y Yield at Near 1-Week Low

Building permits in Canada fell 1.2% to C$11.6 billion in August 2025, following a decline in residential construction intentions. The residential sector dropped C$173.8 million (-2.4%) to C$7.0 billion, as single-family permits fell C$112.3 million to C$2.5 billion and multi-family intentions decreased C$61.5 million to C$4.5 billion. Nationwide, 20,500 multi-family and 4,100 single-family dwellings were authorized, down 0.9% from July. Meanwhile, non-residential permits edged up C$34.6 million (+0.8%) to C$4.6 billion, driven by a C$211.3 million increase in institutional projects, while commercial (-C$134.0 million) and industrial (-C$42.6 million) components declined. By province, notable drops in Ontario (-C$563.3 million) and Alberta (-C$461.5 million) were offset by gains in British Columbia (+C$612.2 million) and Quebec (+C$294.2 million).

Canada Building Permits Decline in August

Poland recorded a €2.15 billion trade deficit in August 2025, widening marginally from €2.11 billion a year earlier, as exports lost steam after three months of growth. Exports slipped 1.4% year on year to €25.0 billion, weighed down by weaker sales of transport equipment — particularly electric batteries — and softer demand for consumer durables. These declines were partly offset by stronger shipments of agricultural goods, clothing re-exports and computer equipment. Imports fell 1.2% to €27.1 billion, driven mainly by a sharp drop in fuel imports amid lower oil prices. Most other import categories recorded modest declines, though inbound shipments of passenger cars and consumer goods — including clothing, footwear and gaming consoles — continued to rise.

Poland Trade Deficit Widens Slightly in August

US stock futures fell on Tuesday, with S&P 500 and Nasdaq 100 contracts down more than 1% and Dow Jones futures slipping around 280 points, following a strong session the day before. Initial optimism over US–China trade relations faded as both countries began imposing new port fees on each other’s shipments, stoking concerns of further escalation. Rare earth stocks continued to rally, namely Critical Metals (+37%), USA Rare Earth (+8.1%) and Energy Fuels (+12%). The earnings season also got underway: JPMorgan traded near the flatline before the open, after reporting slightly higher-than-expected provisions for credit losses at $3.4 billion. BlackRock fell 0.3% despite beating earnings and revenue estimates, Goldman Sachs declined 0.8% despite a revenue beat, while Wells Fargo jumped 2.3% following a profit increase.

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