Overnight Headlines 30 October 2026

 

Morning Markets Pack

Friday 30 October 2026 · 06:20 GMT

Asian markets

Index	Last	Net	%
Nikkei 225	63,108.27	-1,551.20	-2.40%
Shanghai	3,634.32	-17.114	-0.47%
Shenzhen	11,025.239	-112.96	-1.01%
Hang Seng	23,357.14	+398.49	+1.74%
ASX 200	8,908.10	+16.30	+0.18%
Kospi	5,675.45	-262.21	-4.42%
Straits Times	5,374.56	-21.47	-0.40%
NZX 50	13,797.00	+86.83	+0.63%

News headlines

Binance estimates $6.3bn security impact; about $3bn frozen

Japan stocks fall and yen strengthens after BOJ holds at 1.25%

Amazon falls after heavy spending and slower online sales

Intel’s weak fourth-quarter outlook triggers sharp after-hours selloff

US stocks decline as Alphabet weakness weighs on AI sentiment

Nvidia discusses credit backing for Nscale’s Anthropic project

Ukraine pauses Russian refinery strikes after US pressure, WSJ reports

Oil advances as renewed US–Iran tensions threaten energy flows

Virgin Media O2 nears agreement to use BT’s broadband network

Spotify targets early-2027 launch for AI remix service

Market commentary

Technology is setting the tone. The Nasdaq’s 1.38% cash-session decline is being followed by a 2.03% fall in Nasdaq-100 futures as Amazon and Intel earnings deepen concerns about spending, demand and the payoff from AI investment. Asian chip exposure is under pressure: Korea’s Kospi is down 4.42%, while the Nikkei is off 2.40%. Hong Kong is a notable exception, gaining 1.74%.

Treasuries are benefiting from the retreat in risk appetite. The 5-year yield is down 8.6bp to 4.716%, versus a 4.4bp decline in the 30-year, widening the 5s/30s spread to 56.9bp. Japan’s policy rate remains at 1.25%, with further tightening still in view. The yen is firmer, while the reported Binance breach adds another source of pressure on speculative assets.

Oil is moving against the equity trend: WTI is up 1.37% and Brent 1.44% as geopolitical risks support energy prices. Gold is down 0.78%. Today’s focus turns to European growth and inflation releases, the US employment cost index and Chicago PMI; these will test the balance between slowing growth concerns and persistent inflation.

US futures · 06:07 GMT

Contract	Last	Net	%
Dow	52,457.00	-55.00	-0.10%
S&P 500	7,683.50	-70.75	-0.91%
Nasdaq 100	28,962.50	-599.50	-2.03%
Russell 2000	2,860.20	-7.10	-0.25%

US cash close · Thursday 29 October

Index	Close	Net	%
Dow	52,342.56	-132.54	-0.25%
S&P 500	7,720.39	-23.59	-0.30%
Nasdaq Comp.	26,184.724	-365.127	-1.38%
Russell 2000	2,859.217	+28.707	+1.01%
VIX	17.20	UNCH	UNCH
TSX Comp.	36,249.03	-16.06	-0.04%
TSX 60	2,156.78	+2.93	+0.14%
Mexico IPC	69,787.41	+605.02	+0.87%
Bovespa	169,186.42	-1,819.68	-1.06%

US Treasuries · 06:18 GMT

Maturity	Yield	Δ bp
6-month	4.291%	-0.6
1-year	4.392%	-2.8
2-year	4.577%	-7.9
3-year	4.649%	-8.4
5-year	4.716%	-8.6
7-year	4.806%	-8.1
10-year	4.921%	-6.8
20-year	5.317%	-4.9
30-year	5.285%	-4.4

Japan bonds

Maturity	Yield	Δ bp
20-year JGB	3.605%	-6.5

Treasury auction

Thursday’s $44bn 7-year sale cleared at 4.894%, with a 2.46 bid-to-cover ratio and slightly below-average demand.

Commodities

Contract	Last	Net	%
WTI Dec 26	103.40	+1.40	+1.37%
Brent Dec 26	116.54	+1.66	+1.44%
Gold	3,989.293	-31.21	-0.78%
Nat gas Dec 26	2.882	-0.070	-2.37%
RBOB Nov 26	3.2005	+0.0200	+0.63%
Heating oil Nov 26	4.7500	+0.0140	+0.30%
Uranium Nov 26	92.15	UNCH	UNCH
Lumber Nov 26	518.00	UNCH	UNCH

FX · 06:18 GMT

Pair	Last	Net	%
EUR/USD	1.1185	+0.0007	+0.0626%
GBP/USD	1.3395	+0.0020	+0.15%
EUR/GBP	0.8348	-0.0006	-0.0718%
USD/JPY	157.59	-0.10	-0.0634%
USD/CHF	0.8223	-0.0019	-0.2305%
USD/CAD	1.3972	-0.0016	-0.1144%
AUD/USD	0.7029	+0.0002	+0.03%
NZD/USD	0.5633	UNCH	UNCH
EUR/JPY	176.26	-0.01	-0.0057%
USD/SGD	1.2779	-0.0018	-0.1407%
USD/HKD	7.8436	-0.0022	-0.028%
USD/KRW	1,333.90	-5.38	-0.4017%
USD/CNY	6.6583	-0.0027	-0.0405%
EUR/CHF	0.9197	-0.0016	-0.1737%
USD/RUB	81.4062	+0.1607	+0.20%
USD/MXN	18.8837	+0.0252	+0.13%

Overnight economic releases

Release	Actual	Fcast	Prev
Japan jobless rate Sep	2.4%	2.5%	2.5%
Japan jobs/applicants Sep	1.19	1.18	1.18
Tokyo CPI Oct YoY	2.8%	2.7%	2.7%
Tokyo CPI ex fresh food	2.6%	2.6%	2.7%
Tokyo CPI ex food/energy	2.6%	2.7%	2.9% R
Japan output Sep MoM P	2.2%	1.2%	-2.4%
Japan output Sep YoY	1.9%	1.5%	2.7%
Japan retail Sep MoM	-0.7%	0.3%	-0.9% R
Japan retail Sep YoY	2.3%	3.3%	2.9% R
Australia credit Sep MoM	0.6%	0.5%	0.6%
Australia credit Sep YoY	8.4%	—	8.4%
Australia PPI Q3 QoQ	1.1%	—	1.3%
Australia PPI Q3 YoY	3.6%	—	3.6%

Today’s calendar · Friday 30 October · GMT

Time / event	Forecast	Previous
07:00 GBP · Nationwide HPI Oct YoY	0.6%	0.8%
07:00 GBP · Nationwide HPI Oct MoM	-0.2%	-0.2%
08:55 EUR · German unemployment change Oct	5K	12K
08:55 EUR · German unemployment rate Oct	6.4%	6.4%
09:00 EUR · German GDP Q3 QoQ P	0.1%	0.3%
09:00 EUR · German GDP Q3 YoY P	1.1%	1.0%
10:00 EUR · Eurozone GDP Q3 QoQ P	0.2%	0.6%
10:00 EUR · Eurozone GDP Q3 YoY P	1.1%	1.2%
10:00 EUR · Eurozone unemployment Sep	6.4%	6.4%
12:30 USD · Employment cost index Q3 QoQ	0.8%	0.9%
13:00 EUR · German CPI Oct YoY P	3.0%	3.3%
13:00 EUR · German CPI Oct MoM P	0.1%	0.6%
13:45 USD · Chicago PMI Oct	55.8	58.8
16:00 USD · Fed’s Daly speaks	—	—
16:10 EUR · ECB’s Lane speaks	—	—
17:00 USD · Baker Hughes oil rigs	—	460
17:00 USD · Baker Hughes total rigs	—	603

P: preliminary · R: revised · bp: basis points · UNCH: unchanged

Overnight Headlines 29 October 2026

 

Morning Markets Pack

Thursday 29 October 2026 · 06:37 GMT

Asian markets

Index	Last	Net	%
Nikkei 225	64,598.43	+644.24	+1.01%
Shanghai	3,651.795	-29.674	-0.81%
Shenzhen	11,180.905	-292.275	-2.55%
Hang Seng	23,025.47	-69.36	-0.30%
ASX 200	8,891.80	+44.50	+0.50%
Kospi	5,943.44	-69.00	-1.15%
Straits Times	5,409.62	+11.71	+0.22%
NZX 50	13,710.17	+18.84	+0.14%

News headlines

Alphabet drops 10% after hours as $51bn AI spending deepens cash burn

Fed leaves rates unchanged despite intensifying inflation

ECB expected to hold rates as attention turns to France and Lagarde

Weil leadership recommends dissolving law firm

SocGen equity trading revenue jumps 46% as quarterly profit rises

Market overview

Asian markets are mixed, with the Nikkei up 1.01% while Shenzhen falls 2.55% and the Kospi loses 1.15%. Nasdaq 100 futures are down 1.08% after Alphabet’s results renewed scrutiny of AI spending and cash generation. Dow futures are up 0.44%, showing a marked divergence across US equity benchmarks.

The Fed held its target range at 3.75–4.00%, with two dissenters seeking a hike. Treasury yields are lower this morning: the 2-year falls 4.6bp and the 10-year falls 3.8bp to 5.007%. WTI drops 1.44% and Brent falls 1.19%.

Today’s focus is the US GDP, PCE and claims releases at 12:30 GMT, followed by the ECB decision at 13:15 and press conference at 13:45. Forecasts point to firmer annual headline and core PCE inflation, making the data an important test of the policy outlook.

US futures · 06:25 GMT

Contract	Last	Net	%
Dow	52,926.00	+230.00	+0.44%
S&P 500	7,762.25	-21.00	-0.27%
Nasdaq 100	29,654.25	-325.25	-1.08%
Russell 2000	2,854.60	+15.10	+0.53%

US cash close · Wednesday 28 October

Index	Close	Net	%
Dow	52,475.10	+97.53	+0.19%
S&P 500	7,743.98	+21.38	+0.28%
Nasdaq Comp.	26,549.851	+72.04	+0.27%
Russell 2000	2,830.509	+11.639	+0.41%
VIX	16.91	UNCH	UNCH
TSX Comp.	36,265.09	+93.60	+0.26%
Bovespa	171,006.10	-4,703.95	-2.68%

US Treasuries · 06:35 GMT

Maturity	Yield	Δ bp
2-year	4.689%	-4.6
5-year	4.828%	-4.3
10-year	5.007%	-3.8
30-year	5.330%	-3.1

Commodities

Contract	Last	Net	%
WTI Dec 26	101.30	-1.48	-1.44%
Brent Dec 26	113.95	-1.37	-1.19%
Nat gas Dec 26	3.032	UNCH	UNCH
RBOB Nov 26	3.1620	-0.0114	-0.36%
Heating oil Nov 26	4.7680	-0.0472	-0.98%

FX majors · 06:36 GMT

Pair	Last	Net	%
EUR/USD	1.1137	-0.0015	-0.1345%
GBP/USD	1.3309	-0.0016	-0.1201%
EUR/GBP	0.8363	-0.0004	-0.0478%
USD/JPY	157.87	+0.05	+0.03%
USD/CHF	0.8287	+0.0008	+0.0966%
USD/CAD	1.3990	-0.0004	-0.0286%
AUD/USD	0.7042	-0.0011	-0.156%
NZD/USD	0.5616	-0.0008	-0.1422%
USD/CNY	6.6605	-0.0055	-0.0825%

Overnight data

Release	Actual	Fcast	Prev
Japan consumer confidence Oct	35.0	35.1	35.4
Australia export prices Q3 QoQ	1.4%	—	1.1%
Australia import prices Q3 QoQ	-1.1%	—	5.7%

Today’s calendar · GMT

Time / event	Forecast	Previous
12:30 USD · Continuing claims	1,720K	1,728K
12:30 USD · Core PCE Sep YoY	3.1%	3.0%
12:30 USD · Core PCE Sep MoM	0.3%	0.2%
12:30 USD · Core PCE prices Q3 (P)	2.40%	3.30%
12:30 USD · GDP Q3 QoQ (P)	3.2%	2.2%
12:30 USD · GDP price index Q3 (P)	3.2%	6.1%
12:30 USD · Initial claims	198K	194K
12:30 USD · PCE Sep MoM	0.5%	0.3%
12:30 USD · PCE Sep YoY	3.6%	3.4%
12:30 USD · Personal spending Sep MoM	0.6%	0.9%
13:15 EUR · ECB deposit rate	2.50%	2.50%
13:15 EUR · ECB marginal lending rate	—	2.90%
13:15 EUR · ECB policy statement	—	—
13:15 EUR · ECB refinancing rate	2.65%	2.65%
13:45 EUR · ECB press conference	—	—
14:00 USD · Atlanta Fed GDPNow Q4 (P)	—	—
14:30 EUR · Bundesbank Mauderer speaks	—	—
15:15 EUR · Lagarde speaks	—	—
17:00 USD · 7-year note auction	—	5.085%
20:30 USD · Fed balance sheet	—	6,754B

Overnight Headlines 28 October 2026

Morning Markets Pack

Wednesday 28 October 2026 · 05:56 GMT

Asian markets

Index	Last	Net	%
Nikkei 225	64,151.80	+883.43	+1.40%
Shanghai	3,672.895	+24.594	+0.67%
Shenzhen	11,478.067	+232.335	+2.07%
Hang Seng	23,062.84	+21.52	+0.09%
ASX 200	8,847.30	-2.80	-0.03%
Kospi	6,021.51	+383.17	+6.80%
Straits Times	5,398.17	+1.14	+0.02%
NZX 50	13,691.33	+11.06	+0.08%

News headlines

SK Hynix profits soar as AI memory demand fuels Asian chip rally

UBS third-quarter pre-tax profit rises 27% to $3.59bn

No clear winner in Israeli election, exit polls suggest

Healey to reverse cuts to cash ISA allowance, FT reports

US warns Gulf of possible renewed Iran war after midterms

Glencore chief flags bumper year from asset sales and trading

Standard Chartered lifts targets after quarterly profit growth

Asian equities advance as investors await Fed decision

US futures

Contract	Last	Net	%
Dow	52,456.00	-123.00	-0.23%
S&P 500	7,760.50	+2.25	+0.03%
Nasdaq 100	29,917.00	+105.00	+0.35%
Russell 2000	2,823.70	-4.80	-0.17%

US cash close · Tuesday 27 October

Index	Close	Net	%
Dow	52,377.57	+15.99	+0.03%
S&P 500	7,722.60	+45.83	+0.60%
Nasdaq Comp.	26,477.811	+308.43	+1.18%
Russell 2000	2,818.87	+32.446	+1.16%
VIX	17.52	-0.87	-4.73%
TSX Comp.	36,171.49	+227.33	+0.63%

US Treasuries

Maturity	Yield	Δ bp
2-year	4.753%	+1.6
5-year	4.866%	+2.4
10-year	5.022%	+2.9
30-year	5.331%	+2.6

Commodities

Contract	Last	Net	%
WTI Dec 26	101.47	+1.57	+1.57%
Brent Dec 26	115.72	+1.84	+1.62%
Gold	4,031.934	-28.21	-0.69%
Nat gas Nov 26	2.718	+0.021	+0.78%
RBOB Nov 26	3.1755	+0.0379	+1.21%
Heating oil Nov 26	4.7620	-0.0132	-0.28%

FX majors

Pair	Last	Net	%
EUR/USD	1.1116	-0.0006	-0.0539%
GBP/USD	1.3286	-0.0017	-0.1278%
EUR/GBP	0.8362	+0.0005	+0.06%
USD/JPY	157.82	-0.12	-0.076%
USD/CHF	0.8300	+0.0010	+0.1206%
USD/CAD	1.4065	+0.0017	+0.12%
AUD/USD	0.7030	+0.0006	+0.09%
NZD/USD	0.5606	-0.0074	-1.3028%
USD/CNY	6.6671	+0.0011	+0.02%

Overnight data

Release	Actual	Fcast	Prev
Australia CPI Q3 QoQ	1.3%	1.2%	0.6%
Trimmed CPI Q3 QoQ	1.0%	1.0%	0.8%
Trimmed CPI Q3 YoY	3.7%	3.6%	3.6%
Australia CPI Sep MoM	0.8%	0.7%	0.4%
Australia CPI Sep YoY	4.3%	4.2%	4.0%

Today’s calendar · GMT

Time / event	Forecast	Previous
07:00 EUR · GfK consumer climate Nov	-30.1	-30.6
10:30 EUR · German 10y Bund auction	—	3.580%
12:30 GBP · Autumn Forecast Statement	—	—
12:30 USD · Goods trade balance Sep	-130.40B	-132.07B
12:30 USD · Retail inventories ex autos Sep	—	0.0%
14:00 USD · Atlanta Fed GDPNow Q3	—	—
14:30 USD · Crude oil inventories	0.100M	-3.060M
14:30 USD · Cushing inventories	—	0.987M
18:00 USD · FOMC statement	—	—
18:00 USD · Fed interest rate decision	4.00%	4.00%
18:30 USD · FOMC press conference	—	—

Markets: Asian equities rallied, led by the Kospi’s 6.80% gain after strong SK Hynix earnings reinforced demand for the AI trade. The Nikkei gained 1.40%, following a 1.18% rise in the Nasdaq.

US futures were mixed ahead of the Fed decision, with Nasdaq futures outperforming. Treasury yields rose, taking the 10-year above 5%, while Brent climbed 1.62% to $115.72, keeping inflation and geopolitical risks in focus.

Today’s key events are the UK Budget at 12:30 GMT and the Fed decision at 18:00 GMT. The calendar forecast is for rates to remain at 4.00%, putting the emphasis on the accompanying statement and press conference.