News

Bank of Japan Deputy Governor Shinichi Uchida: The adoption of artificial intelligence could have both positive and negative impacts on productivity and the labor market.

Brazil's ETF listed in Japan rose 7.6% after Bolsonaro took the lead in the election.

NI225 rose by 2.00% within a day.

Japan's Topix index expanded to 1%.

Note: Australia's September TD-MI inflation index has not yet been released.

On Monday, October 5th, the NI225 index opened 756.45 points higher, or 1.11%, at 69,065.91, led by gains in electronics and machinery stocks.

[Japan's Defense Minister Summons Commander of U.S. Forces Japan] According to a report by Japan's Fuji Television today (October 5), in response to the suspected murder case involving U.S. forces stationed in Naha City, Okinawa Prefecture, Japanese Defense Minister Shinjiro Koizumi summoned the commander of U.S. Forces Japan, stating that Japan "takes the matter extremely seriously" and lodging a protest with the U.S. side.

The NI225 futures index rose 1.86% in early trading.

1. Monday: ① Data: France's final September Services PMI; Germany's final September Services PMI; Eurozone's final September Services PMI; Eurozone's October Sentix Investor Confidence Index; UK's final September Services PMI; Eurozone's August PPI month-on-month rate; US's final September S&P Global Services PMI; US's September ISM Non-Manufacturing PMI. ② Events: Saudi Aramco announces its official crude oil prices around the 5th of each month. ③ Holidays: Seoul Stock Exchange closed; Hong Kong Stock Exchange open as usual, northbound and southbound trading closed; Shanghai and Shenzhen Stock Exchanges, Beijing Stock Exchanges, and domestic futures exchanges closed. 2. Tuesday: ① Data: French August industrial production month-on-month; Swiss September seasonally adjusted unemployment rate; Eurozone August retail sales month-on-month; US ADP employment change week-on-week to September 19; US August trade balance; US September global supply chain stress index. ② Events: Bank of Japan Governor Kazuo Ueda delivers a speech; FOMC permanent voting member and New York Fed President Williams chairs the Fed's 2026 Governance and Cultural Reform Conference. ③ Holiday: Hong Kong Stock Exchange will be open as usual, but northbound and southbound trading will be closed; Shanghai and Shenzhen Stock Exchanges, Beijing Stock Exchanges, and domestic futures exchanges will be closed. 3. Wednesday: ① Data: US API crude oil inventories for the week ending October 2; German August seasonally adjusted industrial production month-on-month; UK September Halifax seasonally adjusted house price index month-on-month; French August trade balance; US EIA crude oil inventories for the week ending October 2, US EIA Cushing, Oklahoma crude oil inventories for the week ending October 2, US EIA strategic petroleum reserve inventories for the week ending October 2, US September New York Fed 1-year inflation expectations; China's September foreign exchange reserves (pending). ② Events: EIA releases monthly Short-Term Energy Outlook report; 07:00 FOMC voting member and Dallas Fed President Logan speaks. ③ Holiday: Hong Kong Stock Exchange will be open as usual, but northbound and southbound trading will be closed; Shanghai and Shenzhen Stock Exchanges, Beijing Stock Exchanges, and domestic futures exchanges will be closed and will resume normal trading on October 8 (Thursday). 4. Thursday: ① Data: US 10-year Treasury auction results (to October 7) - winning yield, US 10-year Treasury auction results (to October 7) - bid-to-cover ratio; Japan's August trade balance; Germany's August seasonally adjusted trade balance; US initial jobless claims for the week ending October 3; US August wholesale sales month-on-month rate; US EIA natural gas storage for the week ending October 2. ② Events: Federal Reserve releases monetary policy meeting minutes; European Central Bank releases September monetary policy meeting minutes; Bank of England Governor Bailey delivers a speech. 5. Friday: ① Data: Swiss September consumer confidence index; Canadian September employment change; US October one-year inflation rate expectations (preliminary), US October University of Michigan consumer sentiment index (preliminary); China's September M2 money supply year-on-year rate. ② Event: Speech by St. Louis Fed President Musaleem, a 2028 FOMC voting member. ③ Holiday: Seoul Stock Exchange closed; Taiwan Stock Exchange closed. 6. Saturday: ① Data: Total number of US oil rigs for the week ending October 9. ② Event: Speech by Boston Fed President Collins, a 2028 FOMC voting member.

Australia's S&P/ASX 200 index opened 28.10 points higher, or 0.32%, at 8710.20 on Monday, October 5.

British unions say a strike by Apache workers could disrupt the Forties oil pipeline in the North Sea.

U.S. stock index futures rose slightly, with Nasdaq futures up more than 0.2% and Dow Jones and S&P 500 futures up more than 0.1%.

Former Anthropic researcher Jacob Coxon will testify Monday at a New York City Council hearing on AI alongside representatives from Anthropic, OpenAI, Alphabet-owned Google and Meta, sources said. Coxon, who left Anthropic last month, has warned AI could become uncontrollable and accused Anthropic and OpenAI of “betting with our lives” by racing to develop more powerful systems. The hearing, requested by City Council Speaker Julie Menin, comes as council members consider bills to establish safety safeguards for the technology. Former DeepMind researcher Alex Turner and Daniel Kokotajlo, executive director of the AI Futures Project and a former OpenAI researcher, are also expected to testify. Sources said the four large AI firms will be represented by officials responsible for policy and security.

According to the Wall Street Journal: The United States has withdrawn all B-1 bombers from its British air bases.

Iranian General Sardar Fadui: Diesel prices in Europe have reached 2 euros per liter, equivalent to about 700,000 Iranian rials. Here, 10,000 Iranian rials worth of gasoline costs less than 1 US dollar. It's incomprehensible what 2 euros for diesel means.

France’s education minister said on Sunday that up to 500 schools would be partially or completely closed on Monday after clashes between riot police and student protesters.

The UK Maritime Trade Operations Office has received reports of an incident 60 nautical miles south of the port of Muha, Yemen. An oil tanker witnessed multiple explosions in the vicinity. The crew is reportedly safe, and no environmental impact has been detected.

A column of black smoke, approximately 50 kilometers long, was observed over the Saudi East-West oil pipeline today, according to Sentinel-3 satellite imagery. NASA's FIRMS system also recorded four thermal anomalies at the site. The pipeline was shut down after being initially attacked on September 11 and partially resumed operation on September 22. As of now, no further official details regarding the attackers or the extent of the damage are available.

White House National Economic Council Director Hassett said Sunday he doesn't believe recent polls showing Americans have a negative view of the economy. "Before the election cycle, some polling organizations, which may be partisan, told us that people were very, very frustrated. That's typical Democratic rhetoric, and I simply don't believe it," Hassett said on CNN's "State of the Union." He added, "Because if that were true, if these polls had any value in judging consumer sentiment, then we should look at the consumer data and say, 'Oh my god, yes, that's right. People aren't spending much.' But in reality, retailers are doing very well." A recent Quinnipiac University poll showed that 62% of respondents disapproved of Trump's handling of the economy. Another survey conducted by the Associated Press/NORC Research Center found that 65% of respondents believed Trump's policies were the main cause of high prices. More than half of the respondents in that poll also said that the national economy and the overall state of the United States have worsened since Trump returned to the White House. Trump's overall approval rating is also quite low, at only 38.5% on Sunday morning, according to the Decision Desk HQ polling average.

According to Saudi media outlet Haddad, citing Israeli media reports, 3,000 US soldiers have been deployed in Israel in preparation for a new conflict. The US troops' missions in Israel include air defense systems, pilots, support teams, and logistical support.