China

Fed rate cut odds for Dec surge as economists split; BofA sees 2 more in '26. Traders eye inflation.

Eni inks 10-yr LNG deal w/ Thailand's Gulf Dev. 0.8 MTPA from 2027. Secures Asian growth, eyes 20 MTPA LNG by 2030.

Russell 2000 hits record high, up 1% as rate cut hopes fuel small-cap rally; large caps dip.

Home prices to dip in 22 cities by 2026! Traders eye potential shifts in real estate valuations and market balance.

Poll: RBA expected hold at 3.60% this month as outlook shifts to long pause through 2026 Reinforces stability in short-end pricing, but the shift toward a long pause — and rising chatter about possible hikes — may lend support to AUD

Resurgence of shadow lending underscores persistent stress in China’s local-government finances and weak infrastructure spending — a drag on growth-sensitive assets. The trend signals higher credit risk in LGFV-linked markets

Japan metalworkers union seeks bigger wage hikes, reinforcing BOJ rate-hike expectations Strengthens the narrative that Japan’s labour market is providing the “initial momentum” Governor Ueda says is necessary for sustainable inflation.