ニュージーランドウエストパック消費者信頼感

ニュージーランド当座預金

日本貿易収支

日本輸入額前年比

The Ibovespa rose 0.4% to close at 144,062 on Tuesday, extending record gains as the central bank’s Copom opened its policy meeting, the Selic is widely expected to be held at 15% on Wednesday. On the data front, Brazil’s unemployment rate fell to 5.6% in the quarter through July, the lowest in the series since 2012 and in line with the bottom of market forecasts, reinforcing the case for a cautious policy stance. In the US, markets are pricing a 25bp Fed cut at Wednesday’s decision, which underpinned a softer dollar and added external support to the real. Among stocks, BRF (5.1%), Marfrig (6.0%) and Lojas Renner (4.9%) led gains, while oil’s rise and lower future interest rates helped sustain the market’s advance.

Ibovespa Sets Fresh Record High

The S&P/TSX Composite slipped 0.4% to close at 29,400 on Tuesday as investors digested softer-than-expected inflation data ahead of the Bank of Canada’s policy decision tomorrow. Canada’s annual CPI rose to 1.9% in August from 1.7% in July—below the 2.0% consensus and marking the fifth consecutive month beneath the BoC’s 2% midpoint—while the trimmed-mean core CPI, the Bank’s preferred gauge of underlying inflation, eased to 3.0% in August from 3.1% in July, in line with forecasts. Markets still expect the BoC to begin easing but have trimmed bets on the extent of rate cuts through the remainder of 2025. Heavyweight miners were among the biggest laggards, led by Wheaton Precious Metals down 2.4%, and rate-sensitive tech and financials also traded firmly in the red. Meanwhile, rising oil prices for a third session provided some offset from energy producers.

TSX Declines Ahead of BoC

US stocks pulled back slightly on Tuesday as investors booked profits ahead of the Federal Reserve’s highly anticipated September policy meeting. The S&P 500 dipped 0.1%, the Dow Jones fell 125 points, and the Nasdaq closed slightly below the flatline. Technology leaders including Nvidia, Microsoft, Alphabet, and Palantir retreated, while financial and utility stocks also weighed on the broader market. Traders widely expect the Fed to deliver a 25 basis point rate cut on Wednesday, marking its first reduction since December, with markets closely watching Chair Powell’s comments for clues on future moves. Meanwhile, upbeat August retail sales data showed resilient consumer spending despite sticky inflation and a softening labor market. Investors also tracked US-China developments, with progress on trade and a new TikTok framework lifting sentiment and boosting shares of Oracle.

S&P 500, Nasdaq Retreat from Records

Sugar futures slipped below 15.9 cents per pound as the market faced pressure from expectations of abundant global supplies. Trading was subdued, reflecting cautious sentiment as participants assessed prospects for large harvests in key producing regions. India’s ample stocks ahead of the new season added to the bearish outlook, with exports expected to rise starting in October. Meanwhile, strong output projections in Brazil and favorable weather across Asia reinforced supply-side headwinds. Although demand has remained steady, it has been insufficient to counter the oversupply narrative, keeping futures under pressure.

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