フランスGDP成長率前年比（初期値）

フランス世帯消費前月比

フランスGDP成長率（初期値）

スイスKOF先行指標

Business confidence in the Netherlands rose to -0.8 in October from -1.6 in the previous month. This marked the highest reading since April 2023, mainly due to the increased optimism about expected production over the next three months (10.7 vs 9.4 in September). Their assessments of finished goods inventories (-4.7 vs -5.4) and order books (-8.5 vs -8.9) were also less pessimistic. The outlook improved across more than half of the underlying sectors. Producers in other industries, such as machinery repair and installation, and furniture were the most optimistic, while producers in the electrical and machinery industry were the most pessimistic.

Dutch Business Sentiment Highest in Over Two Years

U.S. President Donald Trump and Chinese leader Xi Jinping concluded talks in South Korea on Thursday, with Trump calling it an “amazing meeting” where both sides agreed on “many important points,” including trade, tariffs, and rare-earth minerals.  The 90-minute summit at Busan’s Gimhae International Airport appeared to set the stage for broader dialogue, with Trump planning to visit China in April and signaling that a tentative trade deal could follow soon. Trump mentioned a 10% reduction in tariffs on China in exchange for Beijing’s cooperation in curbing the fentanyl crisis and said China would resume “large amounts” of soybean imports from the U.S. He also claimed the two reached a deal to lift Chinese restrictions on rare-earth minerals, saying, “All of the rare earth [issue] is settled… There’s no roadblock from China anymore.” Trump added that he and Xi discussed the ongoing war in Ukraine and agreed to “work together.” Chinese officials have yet to issue a statement.

Trump, Xi Reach Key Trade Deal Understandings

New Zealand's benchmark S&P/NZX 50 index rose 0.4% to close at 13,459 on Thursday, extending gains to reach its highest level in nearly three weeks. The local market tracked the positive momentum across most Asian equities after the US Federal Reserve delivered a widely expected 25bps rate cut. However, Fed Chair Jerome Powell said that this may be the final reduction this year due to lack of data amid the ongoing government shutdown. Meanwhile, investors awaited details from trade talks between US President Trump and Chinese President Xi. In domestic news, New Zealand’s business confidence jumped to an eight-month high in October, supported by substantial monetary easing and expectations of economic recovery. Top gainers included Fisher & Paykel (+0.9%), Fletcher Building (+1.6%), Ryman Healthcare (+0.7%), Argosy Property (+2.0%), and Channel Infrastructure (+2.7%).

New Zealand Stocks Extend Gains

Thailand’s economy is expected to grow 2.4% this year, higher than a previous forecast of 2.2%, following a series of government stimulus measures and better-than-expected exports, the finance ministry said on Thursday. Exports, a key driver of Thai growth, are now projected to rise 10% this year, up from an earlier forecast of 5.5%, said Vinit Visessuvanapoom, head of the Finance Ministry’s Fiscal Policy Office, at a press conference, according to Reuters. Foreign tourist arrivals are expected to reach 33.5 million this year, down from a forecast of 34.5 million made in July. However, gross domestic product growth is expected to slow to 2.0% next year, with exports forecast to dip 1.5%. Meanwhile, tourist arrivals are projected to rebound to 35.5 million in 2026, though still below the pre-pandemic record of nearly 40 million visitors in 2019. Last year, Southeast Asia’s second-largest economy grew 2.5%, lagging its regional peers.

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