オーストラリアパートタイム雇用変更

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オーストラリア雇用の変更

Japan’s core machinery orders—which exclude volatile sectors such as ships and electric power—fell 0.9% month-over-month to ¥8890 billion in August 2025, improving from a sharp 4.6% drop in July but missing market expectations for a 0.4% gain. The decline was led by the non-manufacturing sector, which tumbled 6.4% to ¥469 billion, while manufacturing orders lost 2.4% to ¥418 billion. By industry, the steepest contractions were recorded in goods leasing (-55.2%), chemical & chemical products (-48.9%), pulp, paper & paper products (-45.2%), other transport equipment (-38.2%) and other non-manufacturing (-21.1%). On an annual basis, private-sector orders rose 1.6% in August, easing from a 4.9% gain in July and coming in way below forecasts of 4.8%. Core machinery orders are seen as a key yet volatile leading indicator of capital expenditure over the coming six to nine months.

Japan Machinery Orders Unexpectedly Decline

The Bank of Japan should maintain its loose monetary policy and raise interest rates only gradually amid persistent global trade uncertainties, said Deputy Director of the IMF’s Asia and Pacific Department Nada Choueiri. She noted that Japan’s economy has exceeded expectations this year, helped by solid consumption and exports, while a trade deal with the U.S. has eased some of the uncertainty. However, risks remain tilted to the downside due to unresolved U.S.-China trade tensions and potential shifts in global conditions. “Going forward, gradualism is very important because of the degree of uncertainty,” Choueiri told Reuters, stressing the need to monitor incoming data closely. She also warned that wage growth may not be strong enough to sustain inflation near the BoJ’s 2% target. Political instability has further clouded the outlook, with leadership uncertainty surrounding new ruling party leader, Sanae Takaichi. The BoJ’s next policy meeting is scheduled for October 29–30.

IMF Urges Caution on BoJ Rate Hikes

The Reserve Bank of India (RBI) minutes from October 2025, released on Wednesday, showed that India’s interest-rate panel members have flagged room for future rate cuts as the country’s inflation outlook turns more benign. The six-member Monetary Policy Committee held the key repo rate steady at 5.50% earlier this month, after cutting rates by 100 basis points in 2025. It retained the "neutral" policy stance, though two members favored a shift to "accommodative." "The benign outlook for headline and core inflation, as a result of the downward revision of projections, opens up policy space to further support growth," RBI Governor Sanjay Malhotra wrote in the minutes. Annual inflation fell to an eight-year low of 1.54% in September. The central bank has revised its inflation forecast for 2025–26 to 2.6%, down from 3.1% in August and 3.7% in June, while raising the GDP growth forecast to 6.8% from 6.5%.

RBI Sees Room to Cut Rates as Inflation Outlook Improves

The NZX 50 rose 13 points, or 0.1%, to 13,320 in choppy morning trade on Thursday, gaining for the second straight session amid hopes of a further interest rate cut. RBNZ Chief Economist Paul Conway told Bloomberg TV on Wednesday that the Monetary Policy Committee remains open to additional rate cuts if necessary. US Treasury Secretary Scott Bessent’s efforts to propose a longer pause on high tariffs on Chinese goods—aimed at resolving a conflict over critical minerals—also lifted sentiment. However, gains were capped by continued concerns over the ongoing US government shutdown, as well as persistent deflation in China, New Zealand’s top trading partner. On the data front, New Zealand's food inflation eased to a five-month low of 4.1% in September, down from 5% in August. Financials, real estate, and materials mainly supported the index, with notable gains from Infratil (2.1%), Mercury NZ (1.7%), Ventia Services Group (1.7%), Ebos Group (1.0%), and Kiwi Property Group (1.0%).

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