日本日本銀行金利政策決定

ニュージーランドクレジットカード支出前年比

ドイツPPI前年比

ドイツ生産者物価指数月增率

The U.S. may soon remove its 25% penal tariff on Indian goods and cut reciprocal duties to 10–15% from 25%, India’s Chief Economic Adviser V. Anantha Nageswaran said Thursday. “My personal confidence is that in the next couple of months, if not earlier, we will see a resolution to at least the extra penal tariff of 25%,” he noted at an event in Kolkata, adding that reciprocal duties may also be lowered. His remarks follow “positive” and “forward-looking” trade talks between New Delhi and Washington earlier this week, raising hopes for a breakthrough after President Donald Trump imposed punitive tariffs in August over India’s purchases of Russian oil. The levy doubled India’s tariff burden to 50% as part of U.S. pressure on Moscow. Recently, Trump has adopted a more conciliatory tone, and a phone call with Prime Minister Narendra Modi signaled easing tensions, with Trump expressing optimism about finalizing a trade deal.

U.S. May Roll Back Tariffs on India Amid Thawing Ties

Gold slipped toward $3,630 per ounce on Friday, marking its third consecutive session of losses and positioning the metal for its first weekly decline in four. Markets continued to digest the Federal Reserve outlook after the central bank eased its benchmark rate for the first time since December, leaving the door open for further reductions. However, policymakers cautioned that persistent inflation could slow the pace of any future cuts. Chair Jerome Powell also framed the move as a measured response to a cooling labor market, emphasizing that the central bank does not intend to accelerate an easing cycle and will proceed cautiously. Nevertheless, gold has still risen roughly 39% so far this year, repeatedly hitting record highs amid expectations of Fed easing, ongoing geopolitical tensions, and strong central bank demand. Elsewhere, Swiss gold exports to China surged 254% in August compared with July, according to official data.

Gold Halts Four-Week Rally

The Bank of Korea plans to broaden its forward guidance by introducing a dot plot of future interest rate paths, Governor Rhee Chang-yong said Thursday. Currently, Rhee verbally discloses the six board members’ conditional views for the next three months after each policy review. “The Bank of Korea is conducting forward guidance pilot tests,” he noted during a speech at the IMF’s Camdessus Central Banking Lecture. In the trial, “six Monetary Policy Board members, excluding myself, then indicate their views on the rate path for the next year using dots,” though the results remain internal. The system allows members to plot two to three dots per horizon to show probabilistic views. Once adopted, it would mark a major shift in how the bank communicates policy, aiming to improve transparency and public understanding. Rhee added the initiative is expected to develop into “an effective channel for monetary policy communication.”

Bank of Korea Plans Dot Plot to Enhance Policy Transparency

The Japanese yen steadied around 148 per dollar on Friday as traders awaited the Bank of Japan’s policy decision, where rates are widely expected to remain unchanged. Still, markets are pricing in a possible 25 basis point hike in October amid signs of resilience in the economy. Investors also weighed data showing Japan’s core inflation rose 2.7% in August, easing for the third straight month to the lowest since November 2024. Meanwhile, the yen declined about 1% over the prior two sessions as the dollar strengthened after the Federal Reserve signaled a less dovish stance than expected. Earlier this week, the Fed delivered a quarter-point cut and projected two more reductions this year, while flagging just one cut in 2026. Fed Chair Jerome Powell called the move a risk management step in response to labor market weakness, stressing there was no need to rush easing.

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