カナダ住宅着工件数

アメリカ失業者継続受給申請件数

アメリカ最初の失業保険申請件数

アメリカ失業保険申請件数 4週間平均

Germany’s 10-year Bund yield rose to 2.58% after touching a three-month low of 2.56% on Wednesday, as investors reacted to easing political tensions in neighboring France following the government’s survival of a no-confidence vote. At the same time, expectations of US interest rate cuts and renewed US-China trade tensions continued to shape global sentiment. Fed Chair Jerome Powell highlighted labor market weakness, and the Fed’s Beige Book confirmed a further slowdown in the US economy, reinforcing expectations of another rate cut this month. On the trade front, China’s expansion of rare earth export controls and Trump’s threats of 100% tariffs on Chinese goods heightened tensions, though Presidents Trump and Xi Jinping are still expected to meet in South Korea later this month.

German Bund Yields Edge Higher

Canada’s CFIB Business Barometer long-term index fell 3.9 points to 46.3 in October 2025. Confidence weakened across most sectors, led by construction (down 9.3 points to 43.2), transportation (-8.6 to 42.4), retail (-5.8 to 42.6), and manufacturing (-4.1 to 44.6). Only health and education (55.4), agriculture (54.5), and professional services (52.7) remained above  50. The ongoing US–Canada trade dispute weighed on sentiment, with 72% of firms reporting negative effects — particularly in transportation (38%), manufacturing (27%), and wholesale (26%). Regionally, Alberta saw the sharpest drop, down 9.9 points to 43.8. Labor market conditions continued to weaken, with more employers planning to cut staff (19%) than hire (12%). Insufficient demand remains the main barrier to business and production expansion, cited by 52% of respondents. Meanwhile, key cost constraints hindering growth are insurance (68%), tax and regulatory expenses (67%), and wage costs (64%).

CFIB Index Signals Deeper Business Pessimism in Canada

European natural gas futures rose over 2% to €32.5 per megawatt hour on Thursday after Russia attacked Ukraine’s gas infrastructure, further reducing output. The strikes have cut nearly 60% of Ukraine’s gas production this month, forcing private producer DTEK to halt extraction in Poltava and disrupting operations at state-owned Naftogaz, with several workers injured. European gas markets reacted to the attacks amid the start of the heating season, with inventories already below historical norms. Supply from LNG imports and Norwegian pipelines has helped offset reduced Russian flows, while lower Chinese demand from Russia’s Arctic LNG 2 plant frees up global supply. EU storage now stands at 83% of capacity, compared with 93.2% last year, keeping traders cautious as winter consumption rises.

TTF Prices Rise on Worries Ahead of Heating Season

The BSE Sensex surged 1% on Thursday to close above 83,460, and the Nifty 50 rose 1% to 25,585, their highest levels in roughly three months, as fresh corporate results lifted investor sentiment. Nestlé India jumped 4.8% after reporting an increase in quarterly profit. The banking sector also gained, with Axis Bank up 2.3% following an improved operating performance despite a larger-than-expected drop in profit. Other heavyweights such as HDFC Bank (+1.6%), ICICI Bank (+1.4%), and Reliance Industries (+1.8%) also closed higher. On the downside, Infosys slipped 0.2% ahead of its quarterly results due after market hours. Meanwhile, minutes from the latest RBI monetary policy meeting hinted at the possibility of another interest rate cut in December.

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