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پست‌های کانال
Daily Market Updates 09102026
Daily Market Updates 09102026

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Baker Hughes U.S. Rig Count (United States) {US} OBSERVATION PERIOD: Oct 9 (Weekly) ACTUAL : 603 PRIOR : 598 REVISED : -- SURVEY : -- (Mean: --, High: --, Low: --)
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WASDE Soybean End Stocks (United States) {US} OBSERVATION PERIOD: Oct (Monthly) ACTUAL : 315m PRIOR : 310m REVISED : -- SURVEY : 306m (Mean: 309m, High: 378m, Low: 245m) WASDE Corn End Stocks (United States) {US} OBSERVATION PERIOD: Oct (Monthly) ACTUAL : 1849m PRIOR : 1567m REVISED : -- SURVEY : 1695m (Mean: 1694m, High: 1895m, Low: 1522m) WASDE Total Wheat End Stocks (United States) {US} OBSERVATION PERIOD: Oct (Monthly) ACTUAL : 740m PRIOR : 717m REVISED : -- SURVEY : 720m (Mean: 722m, High: 750m, Low: 692m)
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U. of Mich. Expectations (United States) {US} OBSERVATION PERIOD: Oct P (Monthly) ACTUAL : 47.3 PRIOR : 46.3 REVISED : -- SURVEY : 45.7 (Mean: 45.8, High: 47.5, Low: 45.0) U. of Mich. Sentiment (United States) {US} OBSERVATION PERIOD: Oct P (Monthly) ACTUAL : 46.3 PRIOR : 48.1 REVISED : -- SURVEY : 47.6 (Mean: 47.5, High: 49.0, Low: 44.5)
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Curated Headlines for 9 Oct 2026 South China Morning Post  Alibaba’s AI cloud revenue set to surge over 50% as investment blitz pays off: analysts  https://www.scmp.com/tech/big-tech/article/3370209/alibabas-ai-cloud-revenue-set-surge-over-50-investment-blitz-pays-analysts?module=top_story&pgtype=section  Hong Kong IPO boom at risk as cornerstone backers get cold feet, sources say  https://www.scmp.com/business/banking-finance/article/3370173/hong-kong-ipo-boom-risk-cornerstone-backers-get-cold-feet-sources-say?module=top_story&pgtype=section  The Business Times  Oil jumps 5%, then pares gains after Trump says no attack on Iran in October  Shell, Chevron, BP curtail Gulf of Mexico output over Hurricane Isaias threat  https://www.businesstimes.com.sg/companies-markets/energy-commodities/oil-jumps-5-then-pares-gains-after-trump-says-no-attack-iran-october  Trump administration freezes green cards for Microsoft, IT firms, probes universities  US Labor Department will halt new and pending applications involving the named companies  https://www.businesstimes.com.sg/international/trump-administration-freezes-green-cards-microsoft-it-firms-probes-universities  The Wall Street Journal  Tanker Attacks Push Deeper Into Gulf, Rattle Oil Markets  A strike near Qatar, far from the usual flashpoint at the Strait of Hormuz, raises fears of wider disruptions  https://www.wsj.com/world/middle-east/tanker-attacks-push-deeper-into-the-gulf-and-rattle-oil-markets-24666ef9?mod=hp_lead_pos1  Barron’s  Humana Stock Surges After Key Medicare Advantage Plan Gets Higher Rating  Humana stock gained 13% in after hours trading Thursday after the federal government released new ratings data on Medicare Advantage plans, showing that Humana  achieved a four-star rating on a key contract closely watched by Wall Street.  https://www.barrons.com/articles/humana-medicare-star-rating-stock-2b6edbed?mod=hp_minor_pos23
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Industrial Production YoY (Malaysia) {MA} OBSERVATION PERIOD: Aug (Monthly) ACTUAL  : 5.0% PRIOR   : 4.7% REVISED :      -- SURVEY  : 4.9%  (Mean: 4.6%, High: 5.8%, Low: 2.4%)
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US Suspends Tech Visa Program Targeting Microsoft, Infosys; Trump Says No Iran Attack Before Midterms as Oil Rally Eases 9 October 2026   Market Snapshot (Previous Close) 📉 S&P 500 Index 7,765.36 (-0.47%)↓ 📉 Straits Times Index 5,412.96 (-3.49%)↓ 📉 Nikkei 225 Index 69,042.11 (-1.42%)↓ 📈 Gold Spot (XAU) 4,132.50 (+0.52%)↑   🇮🇷🛢️ An oil rally eased after Trump said the US would not attack Iran before the November 3 midterm elections, though Brent had risen as much as 5.7% earlier after the year’s first Atlantic hurricane forced Gulf production cuts.    🤖 OpenAI is on track to generate roughly US$50 billion in annualized revenue, below some recent media reports of approximately US$70 billion. Separately, SpaceX agreed to buy a nationwide wireless spectrum portfolio, paving the way for Starlink to become a major US mobile carrier - shares of T-Mobile, Verizon and AT&T all tumbled more than 5% in extended trading. Firmus pulled its IPO, opting for private funding instead.   🇯🇵 The Nikkei extended losses on profit-taking in AI and semiconductor shares after briefly topping 70,000 earlier in the week. The Fed’s Alberto Musalem signaled rates should rise over the next six to nine months to bring inflation back to the 2% target, though he stopped short of endorsing a move at this month’s meeting.   🇨🇳🇪🇺 China’s central bank rejected claims that the yuan is undervalued as trade talks began with the EU, where officials have increasingly blamed trade imbalances on the exchange rate.    🇸🇬 The STI plunged 3.49% today, a sharper move than the broader regional selloff that also dragged the Nikkei and KOSPI lower amid rising bond yields and AI-sector profit-taking.   🇸🇬 Singapore’s Q3 GDP is forecast to grow 1.4% QoQ (seasonally adjusted) and 5.2% YoY, according to UOB, ahead of advance estimates due October 14 alongside the MAS policy statement. Non-oil domestic export volumes rose 24.6% YoY in July-August on AI-related tailwinds, while commercial bank loan growth accelerated to 14.3% YoY, though consumer-facing sectors remained sluggish with retail sales down 2.1% YoY.   👀 Market Focus: Japan sells ¥3.3 trillion of 3-month bills at 11:30am. Malaysia’s August manufacturing sales and industrial production are due at noon, ahead of the national budget presentation. China’s September money supply, aggregate financing and new yuan loans data are due any time through Thursday. South Korea and Taiwan’s markets are closed today.
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بدون متن...
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FCPO Daily Commentary 09102026
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Daily Market Updates 08102026
Daily Market Updates 08102026
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+1
FKLI 09102026.pdf
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FKLI 09102026.pdf
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FKLI 09102026.pdf
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EIA Natural Gas Storage Change (United States) {US} OBSERVATION PERIOD: Oct 2 (Weekly) ACTUAL : 85 PRIOR : 64 REVISED : -- SURVEY : 82 (Mean: 81, High: 87, Low: 76)
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Net Export Sales Soy Meal-Total (United States) {US}OBSERVATION PERIOD: Oct 1 (Weekly) ACTUAL : 1047.6kPR IOR : 161.6kRE VISED : --SU RVEY : -- (Mean: --, High: --, Low: --)
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Initial Jobless Claims (United States) {US} OBSERVATION PERIOD: Oct 3 (Weekly) ACTUAL : 197k PRIOR : 197k REVISED : -- SURVEY : 200k (Mean: 200k, High: 211k, Low: 190k) Net Export Sales Corn-Total (United States) {US} OBSERVATION PERIOD: Oct 1 (Weekly) ACTUAL : 791.9k PRIOR : 536.0k REVISED : -- SURVEY : -- (Mean: --, High: --, Low: --) Net Export Sales Soybeans-Total (United States) {US} OBSERVATION PERIOD: Oct 1 (Weekly) ACTUAL : 549.4k PRIOR : 1033.5k REVISED : -- SURVEY : -- (Mean: --, High: --, Low: --) Net Export Sales Wheat-Old (United States) {US} OBSERVATION PERIOD: Oct 1 (Weekly) ACTUAL : 451.6k PRIOR : 289.3k REVISED : -- SURVEY : -- (Mean: --, High: --, Low: --) Net Export Sales Soybeans-Old (United States) {US} OBSERVATION PERIOD: Oct 1 (Weekly) ACTUAL : 549.4k PRIOR : 1033.5k REVISED : -- SURVEY : -- (Mean: --, High: --, Low: --) Net Export Sales Corn-Old Crop (United States) {US} OBSERVATION PERIOD: Oct 1 (Weekly) ACTUAL : 769.5k PRIOR : 536.0k REVISED : -- SURVEY : -- (Mean: --, High: --, Low: --) Net Export Sales Wheat-Total (United States) {US} OBSERVATION PERIOD: Oct 1 (Weekly) ACTUAL : 451.6k PRIOR : 284.3k REVISED : -- SURVEY : -- (Mean: --, High: --, Low: --) Net Export Sales Soy Oil-Total (United States) {US} OBSERVATION PERIOD: Oct 1 (Weekly) ACTUAL : 9.3k PRIOR : 0.2k REVISED : -- SURVEY : -- (Mean: --, High: --, Low: --)
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بدون متن...
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بدون متن...
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Stocks Slip From Record as Elevated Oil Fuels Rate-Hike Worries; China Rejects EU Request to Curb Hybrid Car Exports 8 October 2026   Market Snapshot (Previous Close) 📉 S&P 500 Index 7,801.77 (-0.22%)↓ 📉 Straits Times Index 5,608.44 (-1.63%)↓ 📉 Nikkei 225 Index 70,035.71 (-0.92%)↓ 📉 Gold Spot (XAU) 4,111.53 (-0.11%)↓   🏦 Equities fell from a record as still-elevated oil prices stoked concerns that price pressures may trigger another Fed rate hike, with the 10-year yield remaining near its highest since 2002. Fed minutes showed all 19 officials backed last month's hike, while Nassim Taleb warned a pullback in Treasury demand risks creating a fault line across markets.   🇨🇳🇪🇺 China rejected an EU request to voluntarily restrict its surging exports of hybrid cars to the bloc, with the European Commission now hoping Beijing will accept a unilateral EU cap instead.   🤖 Broadcom is arranging more than US$50 billion in financing for a chip it's developing with OpenAI, while Oracle is also seeking a debt deal to finance chips and a gauge of SpaceX's credit risk surged to a fresh high. Michael Novogratz called AI the "biggest bubble of our lifetime" but still urged investors to stay in the trade.   🎬 David Ellison and his family invested approximately US$17 billion to complete Paramount Skydance's acquisition of Warner Bros Discovery.   🇮🇳 The rupee neared a record low after the RBI's quarter-point rate hike disappointed traders hoping for more aggressive action, making it Asia's worst-performing currency this year.   🇸🇬 OCBC and UOB are expected to benefit more than DBS from the rising rate environment, with OCBC guiding for S$6 million of net interest income sensitivity per 1bp move across its four major currency exposures and UOB's book more sensitive to SORA given 80% floating-rate loans. DBS, by contrast, faces a mixed impact given its net USD liability position. RHB expects OCBC and UOB's PATMI to rise 4-6% and 4-5% respectively between FY2027 and FY2028, leaving its DBS estimates unchanged for now.   👀 Market Focus: Indonesia's September consumer confidence index is due at 11:00am. Japan sells 6-month bills at 11:30am and 30-year bonds at 11:35am, followed by the BOJ's branch managers meeting and Regional Economic Report at 1:00pm. US weekly jobless claims land tonight at 8:30pm.
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