ユーロ圏当座預金

ユーロ圏当座預金口座

ユーロ圏ECBブックスピーチ

ユーロ圏ECBグインドス氏の講演

The S&P/ASX 200 finished 0.8% lower at a two-week low of 8,755 on Thursday, dragged by energy stocks after Santos slumped as an ADNOC-led consortium withdrew its takeover bid. Markets also digested a weaker-than-expected jobs report, which showed employment fell by 5,400 in August, defying forecasts for a 21,500 gain, as full-time jobs dropped 40,900. The jobless rate held at 4.2% while participation eased to 66.8%, pointing to a gradually softening labor market. Still, markets see only a 20% chance of an RBA cut in September, with November odds at 70%, as above-target inflation keeps policymakers cautious. In corporate news, energy firms dropped 5.9%, their weakest day in over five months, with Santos plunging 11.9% after Abu Dhabi’s ADNOC-led consortium withdrew its $18.7B bid following months of wrangling over valuation and terms. Heavyweight miners also fell 0.4% on weaker copper prices, while rate-sensitive financials slipped 0.9%, with CBA down 2.3%, its fourth straight decline.

Aussie Shares End Lower as Energy Stocks Drag

Italy’s 10-year government bond yield edged lower toward 3.48%, the lowest in a week, as investors digested fresh signals from major central banks. The US Federal Reserve delivered its first rate cut of the year in response to signs of labor market cooling, but indicated a measured approach to future easing. Chair Jerome Powell described the move as a risk-management step, stressing that policymakers see no need to rush with additional cuts, tempering expectations for a faster pace of monetary loosening. In the eurozone, ECB officials also struck a cautious note, highlighting risks from tariffs, persistent services inflation, rising food prices, and uncertain fiscal policy. The ECB left rates unchanged for a second consecutive meeting last week, suggesting its easing cycle may be nearing completion.

Italian Bond Yields Ease as Markets Assess Fed Cut

Steel rebar futures dropped to around CNY 3,060 per ton on Thursday, touching a near one-week low amid ongoing demand worries in top consumer China. Data showed that manufacturing and infrastructure investment continued to contract in August, while end-use steel demand slumped in the third quarter, led by the struggling property sector. Crude steel output also declined for a third straight month as mills in Tangshan, China’s key steelmaking hub, scaled back operations during the military parade. On the trade front, steel product imports rose 11.1% to 0.50 Mt, while exports slipped 3.4% to 9.51 Mt. At the same time, inventories of major steel products have been rising since mid-August, highlighting weak consumption and persistent headwinds from the real estate downturn.

Steel Falls on Weak China Demand

Indonesia’s parliamentary budget committee on Thursday approved a fiscal deficit forecast of 2.68% of GDP for the 2026 government budget, higher than the initial proposal of 2.48% presented by President Prabowo Subianto in August. Committee Chairperson Said Abdullah stated that total government spending has been approved at IDR 3,842.7 trillion (USD 233 billion), which is IDR 56.2 trillion higher than the initial proposal. Meanwhile, the government revenue target remains unchanged at IDR 3,153.6 trillion. As a result, the budget financing target has been revised upward from IDR 638.8 trillion to IDR 689.1 trillion to accommodate the increased spending. The budget committee's decision is expected to be ratified in a full parliamentary vote at a later date.

話題の銘柄と投資戦略を提供します

タイムリーなニュースや経済イベント＆アイデアで、賢く投資を。

最新ニュース