スイス貿易収支

中国FDI (年初来) 前年比

ユーロ圏ECBラガルドのスピーチ

ユーロ圏当座預金

Australia’s 10-year government bond yield steadied at 4.21% as traders assessed the labour market report. Employment fell by 5,400 in August, following a revised 26,500 rise in July and defying forecasts of a 22,000 gain. The jobless rate, however, stayed at 4.1%, matching expectations and still low by historical standards. The mixed data did little to alter expectations for monetary policy as markets upheld bets the Reserve Bank of Australia will leave rates unchanged this month, while pricing a 75% chance of a November cut. The RBA has so far adopted a cautious approach to policy easing, delivering only three cuts this year—guided mainly by quarterly inflation data. On Tuesday, Assistant Governor Sarah Hunter said the bank was close to achieving both of its inflation and employment goals, though risks remain on both sides of the outlook. In contrast, the US Federal Reserve lowered rates as expected on Wednesday and indicated a steady pace of further cuts for the rest of this year.

AUS 10-Year Yield Steady as Traders Assess Jobs Data

The IDX Composite rose 18 points, or 0.2%, to 8,043 in morning trade on Thursday, gaining for the seventh consecutive session and hitting a record high. The upturn was supported by a 25 bps interest rate cut by Bank Indonesia on Wednesday—the sixth rate cut since September last year. Sentiment was further boosted by the US Federal Reserve’s decision to cut the federal funds rate by 25 bps, along with signals of an additional 50 bps in cuts before year-end. A newly announced economic stimulus package worth IDR 16.23 trillion (USD 989.3 million) for Q4 2025 and into next year, aimed at boosting economic growth, also contributed to positive market sentiment. However, gains were capped by a mixed session on Wall Street overnight, with the Nasdaq and S&P 500 both closing in the red. Tech, manufacturing, and utilities sectors led the advance. Among the top performers were Elang Mahkota (+4.9%), XL Axiata (+1.5%), and BRI (+0.7%).

Indonesia Stocks Hit Record Peak After BI and Fed Decisions

Japan’s 10-year government bond yield rose above 1.6% on Thursday, rebounding from the prior session’s decline as the Bank of Japan began its two-day policy meeting, where rates are expected to be kept unchanged while officials weigh the impact of US tariffs on the export-driven economy. Still, analysts suggested the BOJ could raise rates by 25 basis points in October amid signs of resilience. Politically, the ruling Liberal Democratic Party will elect a new leader on October 4 to succeed outgoing Prime Minister Shigeru Ishiba. Japanese yields also tracked US Treasuries higher after the Federal Reserve delivered a widely expected quarter-point cut on Wednesday, while projecting two more reductions this year but only one in 2026, pushing back against expectations for two or three cuts next year.

Japan 10-Year Yield Climbs Ahead of BOJ Meeting

The 10-year US Treasury yield hovered near 4.07% on Thursday after rising about 5 basis points in the prior session, as investors digested the Federal Reserve’s policy outlook. On Wednesday, the Fed delivered a widely expected quarter-point cut, while signaling two more reductions this year but only one in 2026, pushing back against forecasts for two or three cuts next year. Chair Jerome Powell struck a cautious note, framing the move as “risk management” in response to labor market softness, while stressing there is no urgency to accelerate easing. Notably, newly appointed Governor Stephen Miran was the sole dissenter, favoring a larger 50 bps cut, leading to fewer splits than anticipated.

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