The Bank of Korea (BoK) left its base rate unchanged at 3.00% at its October 2026 meeting, in line with expectations, pausing after rare back-to-back 25-basis-point hikes in July and August to address inflation risks. The decision gives policymakers more time to assess how households and businesses are responding to higher borrowing costs, amid persistent […]
South Korea’s 10-year government bond yield fell to around 4.14% in late October, its lowest since June, as foreign buying of government bond futures lifted bond prices. Concerns over mounting debt at AI infrastructure firms further boosted safe-haven demand for government bonds, while falling US Treasury yields put additional downward pressure on Korean yields. On […]
Japan’s 10-year government bond yield dropped below 2.9% on Thursday, reaching its lowest level in six weeks as a global selloff in technology and artificial intelligence stocks boosted demand for safe-haven domestic bonds. Concerns over Japan’s fiscal outlook also eased after Prime Minister Sanae Takaichi repeatedly assured markets that the government would avoid increasing the […]
EU passenger car registrations grew 9.3% yoy to a three-month high of 971,048 units in September 2026, marking the eighth straight month of growth and accelerating from a 4.5% rise in August. The market continued to benefit from robust consumer demand for a range of electrified vehicles, driven primarily by market support measures and a […]
France’s 10-year OAT yield surged above 5%, reaching a new 24-year high as investors grew increasingly concerned about the country’s fragile public finances and mounting social unrest. The spread over 10-year German Bunds widened to around 160 basis points, its highest level since the eurozone sovereign debt crisis. Global bond yields have climbed this year […]
US mortgage demand continues to weaken, with total mortgage applications falling 5.3% in the week ending October 16, 2026, according to the Mortgage Bankers Association (MBA). The decline marks the seventh consecutive weekly drop and leaves applications at their lowest level since January 2025, highlighting the pressure that elevated borrowing costs are placing on the […]
Key takeaways Carrefour’s stock is experiencing one of the worst trading sessions in its history today. Shares of the French retail giant are falling by as much as about 6 percent, to around 14 euros, marking one of the sharpest declines since the outbreak of the pandemic in 2020 (it’s worth noting that a similar […]
Market Overview The UK economy is facing renewed inflationary pressure alongside persistent public-finance challenges, as September data show consumer inflation accelerating, factory-gate prices rising at their fastest annual pace since April 2023, and government borrowing exceeding market expectations. Annual consumer price inflation increased to 3.5% in September 2026, up from 3.1% in August, while core […]
The yield on India’s 10-year G-Sec rose to around 7.45%, reaching its highest level since March 2023, as persistently elevated crude oil prices heightened inflation concerns and strengthened expectations of further rate hikes. Brent crude approached $112 per barrel, its highest in five months, amid Red Sea shipping risks and threats to Saudi oil infrastructure, […]
The UK 10-year gilt yield remained around 5.4%, near multi-year highs, as investors assessed stronger-than-expected inflation and rising public borrowing ahead of next week’s budget and the Bank of England’s November 5 policy meeting. UK inflation rose to 3.5% in September, above the 3.4% forecast, while core and services inflation also exceeded expectations. Meanwhile, public […]