イギリス S&amp;P グローバル サービス PMI フラッシュ

イギリス S&P ローバル製造業 PMI＜速報＞

イギリス S&amp;P グローバル コンポジット PMI フラッシュ

ユーロ圏 ECB消費者インフレ期待

Nickel traded around $15,900 per tonne, reversing recent gains as persistent global oversupply and subdued demand continued to constrain prices. Indonesia’s rapid expansion of nickel production has kept supply ample, while weaker stainless steel demand and the growing use of lithium iron phosphate batteries have limited consumption growth. The International Nickel Study Group expects the global surplus to widen in 2027, reinforcing the longer-term supply overhang. Meanwhile, reports of coordinated production cuts at Chinese-operated Indonesian smelters have raised hopes of tighter supply, with producers reportedly considering halving mixed hydroxide precipitate (MHP) output and cutting nickel pig iron production by 20%. Although the scale and timing of the measures remain uncertain, losses among Indonesian MHP producers strengthen the incentive to curb output, potentially tightening supply if the cuts are implemented.

Nickel Retreats on Persistent Oversupply

The CAC 40 fell 0.7% to 7,758 on Friday, extending losses from the previous session and heading for a weekly decline as investors weighed a batch of corporate earnings alongside PMI data. Luxury stocks were among the laggards, with Kering plunging 11.7% to over one-year low after Q3 2026 revenue came in flat year-on-year and down about 1% on a like-for-like basis. Hermès fell 1.1% to four-year low as its quarterly results disappointed investors amid challenging conditions in China. Safran also dropped 6.7% despite surpassing Q3 revenue growth forecasts. In contrast, L’Oréal climbed 3.5% to a more than two-year high after Q3 sales beat expectations. On the economic front, France’s flash composite PMI fell to 48.4 in October from 51.1 in September, well below forecasts of 50.5. Manufacturing PMI slipped to 49.3 from 50.6, returning to contraction and hitting an 11-month low. Services PMI also fell back into contraction, dropping to 48.4 from 51.2 and missing expectations of 50.7.

French Stocks Set for Weekly Decline

Frankfurt's DAX 40 fell 0.6% to around 25,230 on Friday, hitting a two-week low and extending the previous session’s losses. While the earnings season continues to draw investors’ attention, sentiment remained cautious amid rising oil prices due to escalating tensions in the Middle East. Also, concerns over demonstrations scheduled for Saturday in France and Italy weighed. Most sectors traded lower, particularly telecom, software and autos.

DAX at 2-Week Low

Italy’s FTSE MIB extended its losses to around 48,300 on Friday, hovering near its lowest level since May, as losses in luxury and automotive stocks offset gains in energy shares. Eni climbed more than 3% after reporting third-quarter adjusted net profit of €2.8 billion, more than double the year-earlier figure, and announcing a €1.3 billion special dividend and an increase in its share buyback programme. Tenaris and Saipem also advanced 1.8% and 1.5%, respectively. On the downside, Stellantis and Moncler each lost 2.1%, while Brunello Cucinelli fell 1.9%. Investors also monitored developments in Italy’s banking sector ahead of an October 29 Monte dei Paschi di Siena shareholder meeting on its proposed merger with Mediobanca, amid reports of potential opposition from Banco BPM stakeholders. For the week, the benchmark index was on track to decline by around 3%.

話題の銘柄と投資戦略を提供します

タイムリーなニュースや経済イベント＆アイデアで、賢く投資を。

最新ニュース

Nickel Retreats on Persistent Oversupply

French Stocks Set for Weekly Decline

DAX at 2-Week Low

FTSE MIB Extends Losses

近日の事件

イギリス S&P グローバルサービス PMI フラッシュ

イギリス S&P ローバル製造業 PMI＜速報＞

イギリス S&P グローバルコンポジット PMI フラッシュ

ユーロ圏 ECB消費者インフレ期待

話題の銘柄と投資戦略を提供します

タイムリーなニュースや経済イベント＆アイデアで、賢く投資を。

最新ニュース

Nickel Retreats on Persistent Oversupply

French Stocks Set for Weekly Decline

DAX at 2-Week Low

FTSE MIB Extends Losses

近日の事件

イギリス S&amp;P グローバル サービス PMI フラッシュ

イギリス S&P ローバル製造業 PMI＜速報＞

イギリス S&amp;P グローバル コンポジット PMI フラッシュ

ユーロ圏 ECB消費者インフレ期待

イギリス S&P グローバルサービス PMI フラッシュ

イギリス S&P グローバルコンポジット PMI フラッシュ