- USDTHB: moving in the range 33.68 – 33.70 this morning, supportive level at 33.60 resistance level at 33.80
- SET Index: 1,563.9 (+0.31%), 1 Oct 2026
- S&P 500 Index: 7,651.5 (-0.25%), 1 Oct 2026
- Thai 10-year government bond yield (interpolated): 2.390 (+1.87 bps), 1 Oct 2026
- US 10-year treasury yield: 5.24 (-5.00 bps), 1 Oct 2026
- U.S. initial jobless claims slip to their lowest level since July
- Euro zone factory growth accelerates again in September
- UK house prices fall sharply since last year amid higher mortgage rates
- Japan's manufacturing sector expanded at its weakest pace in six months in September
- Tokyo’s core inflation edges up again keep BOJ rate hike talk alive
- Dollar firms as strong U.S. labor data
U.S. initial jobless claims slip to their lowest level since July
The U.S. initial jobless claims totaled 197K for the week ending September 26, below the 200K expected and was lower than the previous week’s 198K (revised from 197K). Furthermore, the 4-week moving average went down by 2.5K to 200K vs. the previous week’s revised prints (202.5K). The report also indicated that Continuing Jobless Claims dropped by 11K to 1.701M for the week ending September 19.
Euro zone factory growth accelerates again in September
The S&P Global's Eurozone Manufacturing Purchasing Managers' Index (PMI) rose for a third consecutive month to 52.9 in September from 52.7 in August, its highest level since May 2022 and above a preliminary estimate of 52.7. The upturn is being driven by rising demand for investment goods such as machinery and equipment, with output of these capital goods growing in September rebounded at a faster pace in years. Growth was broad-based across the bloc, with the Netherlands leading the expansion. Germany, the region's largest economy, recorded solid growth while expansion was modest in France, Italy and Spain.
UK house prices fall sharply since last year amid higher mortgage rates
UK Nationwide house prices fell by 0.2% in September, reversing August’s rise, Nationwide reveals. The average price dropped from £275,465 to £274,251, with the growth halving from 1.6%YoY to 0.8%YoY, which showing the weakest rate since December 2025. Meanwhile, four regions recorded annual price falls in the third quarter, with East Anglia seeing the largest decline at 0.7% while London the only southern region to record an increase.
Japan's manufacturing sector expanded at its weakest pace in six months in September
The S&P Global Japan Manufacturing Purchasing Managers' Index (PMI) eased to 54.1 in September from 54.9 in August. Although it slowed down from the previous month, it marked the ninth consecutive month of expansion. While production rose strongly, its pace eased to a three-month low. Total new orders similarly increased at a slower rate, with the expansion the weakest in four months after August's multi-year record. Overseas demand remained firmer. New export orders rose for a ninth straight month and the pace of growth was the second sharpest since January 2018, supported by stronger demand across Asian economies and improved sales to the US.
Tokyo’s core inflation edges up again keep BOJ rate hike talk alive
Tokyo’s inflation rose 2.7%YoY in September, accelerating from a 1.8% gain in August and exceeding a median market forecast for a 2.4% gain. While the jump was partly due to the phasing out of water bill subsidies, households paid more for a broad range of goods and services including food, transportation and hotel bills. It exceeded the BOJ's 2% target for the first time since January and marked the fastest year-on-year pace since a 2.8% rise in November last year, keeping traders focused on whether the Bank of Japan might raise interest rates at its October 29-30 meeting.
Dollar firms as strong U.S. labor data
The 10-year government bond yield (interpolated) on the previous trading day was 2.390, +1.87 bps. The benchmark government bond yield (LB365A) was 2.339, +2.14 bps. Meantime, the latest closed US 10-year bond yields was 5.24, -5.00 bps. USDTHB on the previous trading day closed around 33.67 Moving in a range of 33.68-33.70 this morning. USDTHB could be closed between 33.60-33.80 today. This lower-than-expected figure is generally considered bullish for the dollar. The Dollar Index (DXY) climbed to fresh tops near the 102.00 barrier, levels last seen in April 2025. While two of the Federal Reserve’s top policymakers this week staked out an unusually clear case for taking in more data before deciding about another interest-rate hike, driving investors to largely abandon bets on an interest rate increase at the central bank's next policy meeting, in late October. Besides, USD/JPY slipped back on the data release and is still up on the week.
