日本リーブス財務大臣の演説

ドイツECBドネリーのスピーチ

日本日銀氷野講演

イギリス公共部門の純借入元銀行

The offshore yuan inched up around 7.12 per dollar on Tuesday, nearing a four-week high, supported by continued firm central bank guidance and signs of easing US-China trade tensions. The People’s Bank of China set the daily midpoint at 7.093 per dollar, stronger than Monday’s 7.0973 fix and well below the market estimate of 7.1219, signaling continued efforts to anchor the currency ahead of key political events. Optimism also grew after US Treasury Secretary Scott Bessent said he would meet Chinese Vice Premier He Lifeng this week to help prevent a further escalation of tariffs, while President Donald Trump expressed hopes for a “fair trade deal” with President Xi Jinping in their upcoming meeting in South Korea. Attention now turns to the Communist Party’s Fourth Plenum, which runs through Thursday and is expected to outline economic and policy priorities for the coming years. Broader policy adjustments, however, are likely to follow after December’s Central Economic Work Conference.

Offshore Yuan Approaches 4-Week High

Japan’s 10-year government bond yield steadied around 1.66% on Tuesday after a sharp rise in the previous session, as investors awaited a parliamentary vote expected to confirm Sanae Takaichi as the country’s next prime minister. The ruling Liberal Democratic Party secured a coalition with the Japan Innovation Party, with both parties expected to pursue expansionary fiscal policies and spending reforms. Still, uncertainty remains over the coalition’s durability and whether Takaichi may adopt more hardline policies. The alliance with Ishin could, however, support a more balanced economic and monetary approach. Meanwhile, Bank of Japan board member Hajime Takata said Monday that the time was ripe for raising interest rates, which pushed yields higher. Investors now turn their focus to next week’s BOJ meeting, where policymakers are widely expected to keep rates unchanged.

Japan 10-Year Yield Steady Ahead of PM Vote

The yield on the US 10-year Treasury note held near 4% on Tuesday after declining in the previous session, as investors weighed the effects of the prolonged government shutdown, trade uncertainty, and the monetary policy outlook on the economy. National Economic Council Director Kevin Hassett said the shutdown could end this week, boosting optimism for a resolution to the disruption. On trade, President Donald Trump said he expects to reach a fair deal with China’s President Xi Jinping during their meeting in South Korea later this month. Meanwhile, investors await Friday’s September CPI report amid limited data releases caused by the shutdown. Markets widely anticipate a 25-basis-point rate cut by the Federal Reserve next week, with additional reductions expected in December and into next year.

US 10-Year Yield Stabilizes

The Shanghai Composite climbed 0.6% to above 3,880 while the Shenzhen Component gained 1.2% to 12,980 on Tuesday, with mainland stocks rising for the second straight session as easing Sino-US trade tensions continued to support market sentiment. US President Donald Trump said he expects to reach a fair trade deal with China’s President Xi Jinping during their meeting in South Korea later this month, while trade representatives from both nations are set to meet in Malaysia this week to help defuse tensions. In corporate news, EV battery giant Contemporary Amperex climbed about 3% after reporting Q3 net profit growth of 41.2% year-on-year, up from 33.7% in Q2 despite intensifying competition. Meanwhile, Foxconn Industrial jumped 4% after Apple announced strong iPhone 17 sales in both the US and China. Foxconn is a major manufacturing partner for Apple.

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