Daily Market Insight

• US labor market remains resilient as decline in jobless claims • Fed officials signal further rate hikes amid decade-high bond yields • US preparing plan for 90-day diesel exports ban • BoE deputy signals higher likelihood of rate hike if energy prices stay elevated • Japan’s economic activities continued to expand in September • Dollar gains on US economic strength and hawkish Fed comments

• US private-sector business activities accelerated sharply in September • Eurozone PMI activities hit a multi-year high as demand continued to strengthen • Oil price swings as eyes on Saudi key pipeline restart and US-Iran talks • BI holds policy rate, relying on FX tools to defend the Rupiah • Dollar strengthens broadly with 10-year US treasury yields climb to a 19-year high

• Oil weakens on de-escalation hopes and returning supply • Fed officials maintain hawkish tone on persistent inflation risks • US economic data show mixed signals • Thailand boosts welfare and extends co-payment scheme • Dollar stays bid despite falling energy prices

• AI agent adoption boosts CPU demand outlook • Crude slides on US-Iran talks hopes and profit-taking • Fed officials maintain hawkish bias on persistent inflation • US-China trade optimism builds ahead of Trump-Xi summit • Thailand overhauls MPI to better reflect manufacturing activity • Dollar strengthens on higher-for-longer Fed outlook

• Crude prices retreat as markets focus on Iran de-escalation • ECB survey shows broad rise in consumer inflation expectations • BoJ hikes rates but sticks to cautious normalization path • China keeps lending rates steady as easing scope narrows • Fitch revises Thailand’s outlook to stable, affirms BBB+ rating • Dollar remains supported by hawkish Fed outlook

• Oil slips despite persistent Middle East supply risks • US expected to delay new tariffs ahead of Trump-Xi talks • Japan core inflation eases ahead of BoJ decision • BoE holds at 3.75% but warns inflation risks tilt further upside • Dollar pares gains as Fed credibility weighs on yields

• Fed delivers 25bp hike and pushes rate path higher • US data signals resilient demand but persistent inflation pressure • Oil pares gains on improving supply conditions • EU seeks deeper strategic alliance with Canada • UK inflation hits five-month high, but core pressures stay contained • Dollar rallies as Fed signals further tightening ahead

• Oil jumps on rising Middle East supply risks • Empire State survey signals softer growth and sticky inflation • Japan exports stay strong on semiconductor demand • UK jobs market weakens further ahead of BOE decision • China economic activity remains uneven • Dollar strengthens on risk-off sentiment ahead of FOMC

• Oil rises on Saudi pipeline disruption, but easing tensions cap gains • AI CEOs call for slower development on safety concerns • ECB flags energy risks, keeps door open to rate action • China credit data signal persistent demand weakness • Indonesia names new finance minister, pledges fiscal discipline • Dollar starts week firmer as markets await Fed rate decision

• Firm US inflation boosts Fed rate-hike bets • Oil retreats, but Middle East tensions remain high • Michigan consumer sentiment falls short of expectations • UK economy shows resilience ahead of BoE decision • Dollar reverses gains despite hawkish Fed repricing