Daily Market Insight

• Trump, Takaichi to discuss trade, security • German business confidence hits 2022 high • South Korea’s Q3 GDP hits 18-month high • Thai exports soar 19% despite Trump tariffs • Dollar opens the week on the back foot

• Trump strikes Asia trade deals ahead of Xi talks • US inflation softer than expected, boosting case for Fed cuts • US PMI expands at second-fastest pace this year • Eurozone PMI surges to highest level since May 2024 • Dollar flats amid soft US CPI report

• US sanctions Russian oil producers to pressure Moscow toward Ukraine peace • Japan inflation accelerates, BOJ hike expectations persist • UK Inflation holds below forecast as food prices fall • BOK keeps rate steady in October meeting • Thailand faces deeper slump as BOT signals Q3 GDP contraction • Dollar holds steady ahead of US CPI release

• Trump eyes ‘good deal’ with Xi, but says meeting not guaranteed • EU to propose delay in enforcement of deforestation law • Takaichi becomes Japan’s first female PM • Thai cabinet approves measures to boost domestic tourism • Dollar edges higher as banking concerns ease

• Trump and Australia’s Albanese sign critical minerals deal to reduce China reliance • BOJ board member Takata keeps call for more rate hikes • China Q3 GDP tops forecasts but hits year-low pace • China home prices slide faster despite easing in major cities • China leaves loan prime rate unchanged in October • Dollar edges up on light trade, shutdown data void

• Trump says high tariffs on China are ‘not sustainable’ • Eurozone consumer inflation confirmed at 2.2% annually in September • S&P downgrades France in unscheduled review, flags fiscal risks • LDP, Ishin strike coalition deal in Japan • Dollar index slightly firmer on improved sentiment

• Regional banks spark risk-off sentiment amid rising concerns • Philadelphia Fed manufacturing index shows unexpected downturn • BOJ’s Ueda keeps door open for rate hike as decision nears • French PM survives no-confidence votes with pension concession • UK economy grows modestly in August • Dollar pressured amid US regional bank jitters

• IMF warns of gloomy global outlook • NY Empire State manufacturing index surges past expectations • China deflation eases but price slump persists • Thailand turns to locals with stimulus to revive tourism sector • Dollar falls on ongoing US–China tensions

• Powell signals more cuts amid weak hiring • US-China trade frictions continue • UK unemployment rises and wages cool, spurring rate cut bets • Bank of Thailand sees inflation missing target through 2026 • Dollar weakens amid renewed trade tensions

• Trump threatens 100% tariffs after China's export controls • Michigan consumer sentiment index slightly dips • Japan’s decades-old ruling coalition collapses • China’s exports and imports beat forecasts in September • Dollar recovers on hopes of eased US-China tension