スイス SNB金融政策会合議事録

中国 FDI (年初来) 前年比

イギリス 2029年国債オークション

イギリス CBI ビジネス楽観主義指数

Japan’s Nikkei 225 Index dropped 2.65% to 62,908 on Thursday, closing at its lowest level in nearly three months as renewed selling pressure hit technology and artificial intelligence stocks. Investors continued to question whether massive AI investments would generate sufficient returns, particularly as Japanese companies play a significant role in the global AI infrastructure expansion. Sentiment was further dampened by rising oil prices following deadly attacks on a Saudi oil field, intensifying geopolitical tensions in the Middle East and adding to inflationary concerns. Japan remains especially vulnerable to regional disruptions due to its heavy reliance on oil imports from the Middle East. Technology stocks recorded notable losses, with Kioxia Holdings falling 6.8%, Advantest and Taiyo Yuden each declining 6%, SoftBank Group dropping 6.9%, and Tokyo Electron sliding 7%.

Japanese Shares Slide as Tech Selloff Resumes

France’s overall business climate rose to 97 in October 2026, above expectations and September’s 96, and moving closer to its long-term average of 100. The improvement was driven mainly by manufacturing, where the indicator climbed four points to 105, its highest level among the main sectors, supported by stronger global and foreign order books. The services climate also edged up to 99 from 98, moving closer to its long-term average. Meanwhile, retail trade deteriorated, with the indicator falling three points to 93, further below its long-term average, mainly due to a sharp decline in general business outlook. Construction weakened as well, with the indicator slipping one point to 95 as contractors’ views of past activity worsened despite improved expectations for future activity. The employment climate fell three points to 95.

France Business Climate Improves in October

France’s manufacturing business climate index rose to 105 in October 2026, above market expectations and September’s 101, marking its highest level since July 2022. The improvement was driven mainly by overall order books (-11 vs -16 in September) and foreign order books (-1 vs -10), with the latter reaching its highest level since April 2022. Personal production prospects increased for the third consecutive month to 19 from 14, their highest level since February 2022, while past production rebounded to 2 from -1. General production prospects also improved for the sixth consecutive month to -8 from -9, returning to their long-term average. Meanwhile, finished-goods inventories declined to 9 from 13, while expected workforce size edged up to -1 from -2. Expectations for selling prices eased to 11 from 15 but remained above their long-term average. Economic uncertainty among business leaders rose to 36 from 32.

France Industry Confidence Strongest Since 2022

Iron ore futures declined toward CNY 670 per ton, reaching their lowest level in four years after China’s state-backed iron ore buyer secured a new supply agreement with Rio Tinto, easing concerns over supply availability. The China Mineral Resources Group verbally informed several steel mills of the deal on Wednesday, although specific terms were not disclosed. CMRG had previously instructed some steel mills to suspend negotiations with Rio Tinto over shipments scheduled from September. Meanwhile, rising global shipments and increased arrivals at Chinese ports signaled abundant supply. Industry data showed that global iron ore shipments rose by 3.89 million tons week-on-week to 34.77 million tons in the week ending October 18. Shipments from Australia and Brazil increased by a combined 4.79 million tons to 29.82 million tons, while iron ore arrivals at 47 Chinese ports climbed by 2.73 million tons to 28.35 million tons over the same period.

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