- Nikkei closed at 12,239.66, down 0.61
- Kospi closed up 0.32%
- China CSI300 down 1.1%
- Shanghai Comp down 1.0%
- German Bund futures open down 4 ticks at 143.0
- other Euro market futures: Eurostoxx down 0.04%, DAX up 0.1%, CAC flat
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 RBA is expected to hold its cash rate at 3.60% on Nov. 4 as inflation climbs above target. A Reuters poll shows economists now see the next and likely final rate cut in Q2 2026, delayed from late 2025, as stronger prices stall easing plans.
Mortgage rates jump 20bps post-Fed comment; year-on-year down 0.5%. Affordability concerns loom.
Fed cuts rates to 3-year low! Experts debate December move. Watch your finances!
Inflation in Tokyo accelerated modestly in October, with all major measures coming in above expectations. Nationwide data is due later this month. Core inflation near 3% keeps pressure on the BoJ to maintain a tightening bias into year-end
Japan’s jobless rate stayed at 2.6% in September, unchanged from August and above forecasts for 2.5%. The jobs-to-applicants ratio also held at 1.20, indicating steady labour demand and little new pressure on the BoJ’s policy stance.
Big Oil's Q3 mixed results: Equinor misses on lower prices, Eni beats. Focus shifts to 2026 LNG plans amid AI demand surge.
China eyes 5% consumption boost in 5 yrs, shifting from investment. Will it lift 40% GDP share vs US 70%?
 
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