Asian stocks gained and bonds steadied after a bruising selloff as traders awaited a crucial US inflation reading for clues on the path of interest rates. The dollar headed for its best month since June. The MSCI Asia Pacific Index gained 0.9%, with 10 of its 11 industry groups advancing. SoftBank Group Corp., an investor in OpenAI, rose more than 6% after people familiar with the matter said the artificial intelligence startup sought to raise at least $30 billion in fresh funding at a $1.4 trillion valuation. Equity-index futures indicated the advance would spread to Europe and Wall Street. Bonds remained in focus after yields on the longest-maturity Treasuries reached their highest since 2002 in the New York session. Yields steadied across the curve after rising earlier this week, as a rally in oil prompted traders to price in further interest-rate hikes by the Federal Reserve. Brent climbed 0.8% to about $103.40 a barrel, recouping some of the losses from Tuesday. Crude oil flows from the Middle East are returning toward pre-war levels despite continued risks to shipping, according to separate estimates from JPMorgan Chase & Co. and Goldman Sachs Group Inc. Oil prices and US-Iran tensions remain key sources of uncertainty, with markets looking for clearer signs of progress in negotiations after conflicting signals in recent days. Global bond yields have climbed to multi-year highs as elevated energy costs threaten to keep inflation persistent and reinforce expectations for further Fed interest-rate hikes. Yields on Treasury 30-year bonds rose for a sixth day on Tuesday as investors demanded greater compensation to hold the securities amid concerns about persistent inflation, higher government spending and a surge in corporate borrowing to finance the AI buildout. Traders are ramping up bets that Treasury yields will keep climbing, raising the risk of an abrupt unwind of those positions on any sign of a marked economic cooling. Money markets are pricing a series of rate hikes over the next year. Elsewhere, Chinese property stocks slumped after Beijing rolled out a mortgage subsidy program that analysts said fell short of expectations. A Bloomberg gauge of the dollar steadied, wrapping up its best month since June as the Fed’s renewed focus on taming inflation pushed rate expectations and US bond yields higher. Elsewhere, the yen strengthened 0.3% to 156.85 per dollar. Traders will now turn their attention to Wednesday’s Bureau of Economic Analysis’s Personal Consumption Expenditures reading, the Fed’s preferred measure of inflation. August’s personal income and outlays report should show an acceleration in monthly headline and core inflation, according to Bloomberg Economics. Upside surprises would reinforce the Fed’s hawkish stance and support the case for further tightening, Tim Waterer, chief market analyst at KCM Trade, wrote in a note. Softer numbers, however, could raise questions about the need for a follow-up rate hike in October and potentially take some of the steam out of the recent rise in Treasury yields, he said. US After Hours CNXC -9.6% lower on earnings.
Nikkei +2.12% Hang Seng +0.06% CSI +0.43% Kospi -0.08% Shanghai +0.46% Shenzen +0.03%
Eur$ 1.1332 CNH 6.7059 CNY 6.7042 JPY 156.86 GBP 1.3226 CHF 0.8344 RUB 83.8984 TRY 49.0174 WTI$ 89.79 +0.50% Gold 4,174 +0.65% BTC 83,328 -0.35% ETH 2,673 -0.58%
S&P +0.17% Nasdaq -0.02% EuroStoxx +0.65% FTSE +0.62% Dax +0.64% SMI +0.42%
Macro :
- JPMorgan and Goldman See Mideast Oil Flows Near Pre-War Levels
- Euro Falls to 16-Month Low as Hawkish Fed Bets Boost Dollar
- Trump Backs Independent AI Audits in Shift of Safety Posture
Keep an eye on :
Keep an eye on :
- ABBV US : AbbVie’s Zumilokibart Meets Primary Endpoint in Phase 2 AD Trial
- Accelevation IPO : Accelevation Announces Pricing of Initial Public Offering (ACCV US)
- Anthropic IPO : Anthropic Routed 47% of 2025 Sales Through Amazon, Google: Rtrs
- AAPL US : Apple’s New CEO Moves to Overhaul Company to Run Faster, Leaner
- AAPL US : Apple Will Sell 6 Million iPhone Duos in 2026, Counterpoint Says
- ARCAD NA : Arcadis to Sell Majority Stake in Greater China to Local Mgmt
- MT NA : ArcelorMittal Weighs $960 Million Expansion of Brazil Steel Mill
- 1AST GY : Asta Energy Solutions' Majority Shareholders Plan 3.5% Stake Sale, priced @ 60/share
- AUROORA FH : Auroora Group Holders Offer About 1.2m Shares, Terms Show
- AUROORA FH : Auroora Group Holders Offer About 1.2m Shares, Terms Show
- BAYN GY : J&J, Bayer Expand Into High-Risk Localized Prostate Cancer
- BITTI FH : Bittium to Merge Defence & Security, Engineering Services
- BMW GY : BMW Outlines Sustainability Targets Through 2050
- BA US : FAA Examines Boeing Software Glitch That Risks Wider Fallout
- BP/ LN : BP Hires PJT Partners’ Ben Monaghan as Its New Head of M&A
- BMY US : Bristol’s Drug Trial Papers Flag Liver Safety Risks: Wells Fargo
- DBV FP : DBV Technologies Files BLA With FDA for Viaskin Peanut Patch
- EDF FP : EDF May Start Sale Process for Edison Stake in Oct.: Corriere
- LLY US : Lilly’s Retatrutide Cuts Weight Avg 20.8% Over 80 Wks in PH. 3
- ENGI FP : Belgian Govt Won’t Reach Engie Nuclear Deal by Oct. 1: VRT
- ENGI FP : Belgian Govt Won’t Reach Engie Nuclear Deal by Oct. 1: VRT
- ENI IM : ENI to Offer Certain Customers 30% Discount on Electricity, Gas
- GALD SW : Galderma: Nemluvio 3 Year Data Shows Sustained Disease Control
- GLEN LN : Glencore Secures Approval for Key Australian Coal Mine Expansion
- HLAG GY : Israeli Government To End Vetting of Hapag-Lloyd’s ZIM Takeover
- JUVE IM : Juventus FY Net Loss EU66M; Resolves to Raise EU250m
- Kalshi IPO : Kalshi in Talks to Raise $1b at About $40b Valuation: Reuters
- KOG NO : Kongsberg Wins NOK10b NASAMS Contract From Belgium
- Leo Pharma IPO : Leo Pharma Targets Late-November IPO, Berlingske Reports
- HLUNB DC : Lundbeck Is Said to Express Interest in Buying Xeris Biopharma
- MAIRE IM :
- MANU US : Man City guilty of using 'sham' deals to distort finances, Premier League says - Reuters
- MOUR BB : Moury Construct: Résultats semestriels 30.06.2026
- NDX1 GY : Nordex Group secures 175 MW of new orders in France, Portugal and Spain
- NVDA US : DeepSeek Unveils Huawei AI Chip Tools That May Replace Nvidia’s
- Open AI IPO : OpenAI Targets $30 Billion in Funding at $1.4 Trillion Value
- PSKY US : Paramount Deal Delay Fuels Fears of Costly $52 Billion M&A Debt
- PST IM : Poste Italiane Reaches 85.82% of TIM Share Capital
- RXL FP : Rexel’s €500m Capital Raise Is Said to Draw About 100 Orders
- RIO LN : Big Super fires up bid for Rio Tinto’s power infrastructure
- ROP SW : Roche Says Fenebrutinib Gets FDA Priority Review for RMS, PPMS
- CRM US : Salesforce to Buy Listen Labs
- SANN SW : Santhera Pharmaceuticals' H1 Attributable Net Loss Narrows; Revenue Rises
- Sevilla FC IPO : Sevilla FC Holders Hire Goldman to Explore Strategic Options
- SKISB SS : SkiStar 4Q Sales Beat Estimates
- TSLA US : Tesla Secures $30b in New Credit Facilities
- UCB BB : UCB’s Bimekizumab Earlier HS Treatment Shows Improvements
- VWS DC : Vestas Reports New Orders in Australia for Total of 614 MW
- WRT1V FH : Wartsila to Deliver Engines to Australian Engine Power Plant
- WDP BB : WDP Offering of 20.6m Shares Prices at EU19.40/Share
- YIT FH : YIT Wins EUR70 Million Construction Contract for School, Youth Facilities in Finland
- ZIM US : Israeli Government To End Vetting of Hapag-Lloyd’s ZIM Takeover
- ZIM US : Israel Cites Saudi, Qatari Stakes in Hapag to Halt ZIM Deal (1)