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Curated Headlines for 30 September 2026 South China Morning Post AstraZeneca, Merck, Novo deals boost Chinese biotech as global interest grows https://www.scmp.com/business/china-business/article/3369187/astrazeneca-merck-novo-deals-boost-chinese-biotech-global-interest-grows?module=top_story&pgtype=section China’s CXMT to favour domestic suppliers in US$5.2b memory-chip capacity push: source https://www.scmp.com/tech/tech-trends/article/3369192/chinas-cxmt-favour-domestic-suppliers-us52b-memory-chip-capacity-push-source?module=top_story&pgtype=section The Business Times OpenAI targets US$30 billion in new funding at US$1.4 trillion value This could vault the ChatGPT maker above rival Anthropic’s latest private market valuation https://www.businesstimes.com.sg/international/openai-targets-us30-billion-new-funding-us1-4-trillion-value US 30-year Treasury yield rises to highest since 2002 The leg higher comes as inflationary angst and hefty corporate debt supply weigh on the market https://www.businesstimes.com.sg/international/us-30-year-treasury-yield-rises-highest-2002 Opec+ likely to stick with plan for steady quotas, delegates say Nations will probably ratify their existing roadmap to keep targets unchanged in November https://www.businesstimes.com.sg/companies-markets/energy-commodities/opec-likely-stick-plan-steady-quotas-delegates-say The Wall Street Journal Fed’s Williams Hints Next Rate Increase Can Wait Remarks could reset expectations for central bank’s next move at a meeting in four weeks https://www.wsj.com/economy/central-banking/newyork-fed-s-williams-hints-next-interest-rate-increase-can-wait-6518cd41?mod=hp_major_pos1   Barron’s Boeing Wins Navy Contract for 6th Generation Fighter https://www.barrons.com/articles/boeing-navy-contract-fighter-fire-northrop-52b9a4c2?mod=hp_minor_pos22&_gl=1

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Industrial Production MoM (Japan) {JN} OBSERVATION PERIOD: Aug P (Monthly) ACTUAL  : -1.7% PRIOR   : -0.2% REVISED :      -- SURVEY  : 1.3%  (Mean: 1.4%, High: 3.2%, Low: -0.4%)
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FCPO Daily Commentary 30092026
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Daily Market Updates 29092026
Daily Market Updates 29092026
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FKLI Daily Commentary 30092026
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Conf. Board Consumer Confidence (United States) {US} OBSERVATION PERIOD: Sep (Monthly) ACTUAL : 81.9 PRIOR : 89.4 REVISED : -- SURVEY : 89.0 (Mean: 89.2, High: 92.7, Low: 86.2)
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Consumer Confidence (Eurozone) {EC} OBSERVATION PERIOD: Sep F (Monthly) ACTUAL : -16.5 PRIOR : -16.5 REVISED : -- SURVEY : -16.5 (Mean: -16.4, High: -15.8, Low: -16.5)
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Dear Investors, Trading competitions test more than just your market calls. They challenge your discipline, risk management, and ability to make decisions under pressure. Join our exclusive educational series and discover how traders identify opportunities using intermarket analysis, evaluate risk-adjusted performance, and build a stronger trading strategy. 🔥 Learn practical insights you can apply in The Leap and beyond. Register now: https://tinyurl.com/WBRTVLEAPTEL
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Bond Selloff Deepens as US-Iran Impasse Fuels Inflation Fears; Gold Plunges Nearly 4% as Real Rates Surge 29 September 2026   Market Snapshot (Previous Close) 📉 S&P 500 Index 7,683.69 (-0.77%)↓ 📈 Straits Times Index 5,729.02 (+0.31%)↑ 📉 Nikkei 225 Index 65,877.61 (-0.73%)↓ 📉 Gold Spot (XAU) 4,115.71 (-3.95%)↓   🏦 The bond selloff deepened as the impasse in US-Iran talks weighed on markets and threatened to prolong the war's energy shock, with Treasury 10-year yields touching a 19-year high. Oil edged higher as a result.   🥇 Gold plunged as Brent and real rates surged, with markets flagging rising risk that long gold positions get shaken out, potentially pushing the gold/silver ratio above 70 in the coming weeks.   🤖 AMD agreed to buy Fei-Fei Li's AI startup World Labs for US$8.2 billion in an all-stock deal. Nvidia and Anthropic are collaborating on AI agent security, while OpenAI is reportedly scrapping the release of a new model over safety concerns.   🇭🇰 Shein posted an almost 53% drop in operating income in its inaugural earnings report as a public company, adding to pressure on the stock following its Hong Kong IPO.   🇨🇳 China pledged fresh support for its economy, studying new measures to stabilize the property market, spur domestic demand and support jobs as officials step up counter-cyclical policy, according to Xinhua.   🇸🇬🇲🇾 Indonesia's worst fire season in years is testing President Prabowo Subianto's budget cuts, with toxic haze spreading across Singapore and Malaysia.   🇸🇬 Singapore launched SG Semiconductor, a national identity for its chip sector spanning seven technology areas including advanced packaging and integrated circuit design, backed by $800 million in RIE Flagship investment through 2030. EDB noted Singapore accounts for one in ten of global chip output and a fifth of global semiconductor equipment production, with new partnerships announced alongside Applied Materials, KLA and GlobalFoundries.   👀 Market Focus: Japan sells 40-year bonds at 11:35am. China's second-quarter current account balance is also due today.
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Curated Headlines for 29 September 2026 South China Morning Post VW, Gotion ramp up battery production in Europe, Morocco amid rising EV demand https://www.scmp.com/business/china-business/article/3369104/vw-gotion-ramp-battery-production-europe-morocco-amid-rising-ev-demand?module=top_story&pgtype=section Xiaomi-backed robotics chip designer clears hearing, eyes US$100m Hong Kong IPO: sources Company plans to launch premarketing as early as this week and aims for a mid-October debut, sources say https://www.scmp.com/business/china-business/article/3369017/xiaomi-backed-robotics-chip-designer-clears-hearing-eyes-us100m-hong-kong-ipo-sources?module=top_story&pgtype=section The Business Times US FAA delays Boeing 737 MAX 10 certification, shares dive 7% The FAA said the software issue can increase a pilot’s workload when doing a go-around https://www.businesstimes.com.sg/companies-markets/transport-logistics/us-faa-delays-boeing-737-max-10-certification-shares-dive-7 US stocks fall as higher oil prices, Treasury yields weigh The decline for the S&P 500 is its largest daily percentage drop since Aug 20 https://www.businesstimes.com.sg/companies-markets/capital-markets-currencies/us-stocks-fall-higher-oil-prices-treasury-yields-weigh The Wall Street Journal OpenAI Scraps Release of New AI Model Over Safety Concerns Model dubbed GPT-6.1 Astra was due to make its debut inside ChatGPT and Codex in October https://www.wsj.com/tech/ai/openai-chatgpt-model-release-cancel-safety-5a2f9f42?mod=hp_lead_pos1 AMD to Acquire World Labs for $8.2 Billion Semiconductor company said the deal would help it develop better AI hardware, software and systems, especially in the growing field of physical AI and robotics https://www.wsj.com/tech/ai/amd-to-acquire-world-labs-for-8-2-billion-a8d03d11?mod=hp_lead_pos6
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FCPO Daily Commentary 29092026
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FKLI Daily Commentary 29092026
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Progress - Soybean Harvest (United States) {US} OBSERVATION PERIOD: Sep 25 (Weekly) ACTUAL : 17% PRIOR : 12% REVISED : -- SURVEY : -- (Mean: --, High: --, Low: --) Condition - Soybeans (United States) {US} OBSERVATION PERIOD: Sep 25 (Weekly) ACTUAL : 58% PRIOR : 58% REVISED : -- SURVEY : -- (Mean: --, High: --, Low: --) Progress - Winter Wheat Planted (United States) {US} OBSERVATION PERIOD: Sep 25 (Weekly) ACTUAL : 27% PRIOR : 17% REVISED : -- SURVEY : -- (Mean: --, High: --, Low: --) Progress - Corn Harvest (United States) {US} OBSERVATION PERIOD: Sep 25 (Weekly) ACTUAL : 18% PRIOR : 13% REVISED : -- SURVEY : -- (Mean: --, High: --, Low: --) Condition - Corn (United States) {US} OBSERVATION PERIOD: Sep 25 (Weekly) ACTUAL : 57% PRIOR : 57% REVISED : -- SURVEY : -- (Mean: --, High: --, Low: --)
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Export Inspections - Wheat (United States) {US} OBSERVATION PERIOD: Sep 24 (Weekly) ACTUAL : 310.6k PRIOR : 335.3k REVISED : -- SURVEY : -- (Mean: --, High: --, Low: --) Export Inspections - Corn (United States) {US} OBSERVATION PERIOD: Sep 24 (Weekly) ACTUAL : 1565.9k PRIOR : 1938.5k REVISED : -- SURVEY : -- (Mean: --, High: --, Low: --) Export Inspections - Soybeans (United States) {US} OBSERVATION PERIOD: Sep 24 (Weekly) ACTUAL : 1152.9k PRIOR : 759.2k REVISED : -- SURVEY : -- (Mean: --, High: --, Low: --)
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Industrial Production YoY (India) {IN} OBSERVATION PERIOD: Aug (Monthly) ACTUAL  : 8.0% PRIOR   : 6.7% REVISED :      -- SURVEY  : 7.0%  (Mean: 7.2%, High: 8.5%, Low: 5.5%)
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