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US stock futures were mixed on Wednesday after the major averages fell sharply in the previous session amid growing concerns over elevated AI valuations. Dow futures rose 0.2%, while S&P 500 and Nasdaq 100 futures slipped 0.1% and 0.2%, respectively. In regular trading on Tuesday, the Dow fell 0.53%, the S&P 500 dropped 1.17% and the Nasdaq Composite tumbled 2.04%. Palantir shares plunged 7.9% on valuation concerns despite beating earnings estimates. AI chip heavyweight Nvidia also dropped 4% while Tesla lost 5.2% ahead of the EV maker’s shareholder meeting this Thursday. The selloff came as the S&P 500’s forward P/E ratio climbed above 23, near its highest since 2000, heightening fears of a correction after months of concentrated gains in a handful of AI stocks. Comments from Goldman Sachs’ David Solomon and Morgan Stanley’s Ted Pick, warning of potential 10–20% market drawdowns, deepened the risk-off mood.

US Futures Mixed After Tech-Led Selloff

U.S. President Donald Trump signed two executive orders Tuesday that reduce tariffs on fentanyl-related imports from China and extend a freeze on certain reciprocal levies, cementing key provisions of his trade agreement with Chinese leader Xi Jinping. Effective November 10, the tariff on fentanyl-linked imports will drop from 20% to 10%. Meanwhile, the reciprocal tariff rate on Chinese goods will remain at 10% for another year, continuing a truce that lowered the original rate from 34%. The White House described the measures as “a critical step toward stabilizing bilateral trade flows and deepening cooperation on transnational narcotics enforcement.” Officials said the fentanyl tariff cut is intended to incentivize Chinese regulators to crack down on illicit drug production and export networks fueling the U.S. opioid crisis.

Trump Finalizes Fentanyl, Reciprocal Tariff Reductions in Xi Trade Deal

The People’s Bank of China (PBoC) announced on Tuesday it resumed purchasing sovereign bonds on the open market in October, marking its first such move since December 2024. The central bank said it bought CNY 20 billion worth of government bonds last month, following remarks from its governor at a recent financial forum hinting at a restart of bond purchases. In a separate statement, the PBoC also said it would conduct CNY 700 billion of three-month outright reverse repos on November 5 to maintain liquidity in the banking system.

PBoC Resumes Bond Purchases After 10-Month Pause

The NZX 50 slipped 21 points or 0.2% to 13,585 in early trade on Wednesday, retreating for the first time in nine sessions and pulling back from a record high. Sentiment was weighed by a weak lead from Wall Street overnight amid growing concerns over stretched valuations. Locally, data showed New Zealand’s jobless rate rose to 5.3% in Q3, the highest since late 2016, while labor force participation fell to 70.3%, the lowest in nearly five years. Traders booked profits across healthcare, industrial services, and utilities ahead of China’s October trade data later this week. Rua Bioscience fell about 3% to a three-month low after announcing a discounted capital raise. Other notable decliners included Winton Land (-4.0%), Summerset Group (-1.9%), T&G Global (-1.3%), and Meridian Energy (-0.8%).

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最新ニュース

US Futures Mixed After Tech-Led Selloff

Trump Finalizes Fentanyl, Reciprocal Tariff Reductions in Xi Trade Deal

PBoC Resumes Bond Purchases After 10-Month Pause

New Zealand Stocks Fall from Record High

近日の事件

オーストラリアオーストラリア準備銀行経済および金融市場チャート

中国レーティングドッグ総合PMI

中国レーティングドッグ総合PMI

日本10年間の国債オークション