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Bandar Seri Begawan, Brunei Local 09:00 · Thu · working now Bandar Seri Begawan is framing the week around hydrocarbon competitiveness and a new Financial Sector Blueprint 2026–2035 that pushes system assets to BND25.9 billion while business lending has doubled since 2016. The Sultan's quarterly review of Brunei LNG and gas carriers underscores cost discipline as IMF staff still project 2.3% growth but wide fiscal deficits if energy prices fade—an energy-state tension that tracks Brent even without a local equity tape.
The Star · IMF
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Auckland, New Zealand Local 14:00 · Thu · working now Auckland opened October with the NZX 50 down about 0.4% toward 13,781 after Wednesday's 1.1% quarter-end rally, as softer U.S. core PCE failed to offset firmer oil and a three-month low in business confidence. August building-permit strength offers a domestic offset, but traders still price the October OCR decision and Friday U.S. payrolls before declaring the Tasman inflation relief durable.
Trading Economics · NBR
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Sydney, Australia Local 11:00 · Thu · working now Sydney faces a softer open Thursday with SPI futures down about 0.54% after Wall Street's abrupt late selloff wiped an inflation-driven rally, even though Wednesday's ASX 200 close at 8,789.30—up 0.92% on August CPI at 4.0%—still left rate-sensitive names leading an eleven-sector rebound. Long-dated Treasury yields near 5.29% keep the RBA's November hike priced at only about a one-in-four chance, but bond discomfort and firmer oil remain the crosswind into payrolls week.
Market Index · FNArena
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Tokyo, Japan Local 10:00 · Thu · working now Tokyo's Tankan day delivered a sixth straight rise in large-manufacturer sentiment to plus 24—just shy of forecasts—while non-manufacturers eased to plus 35 and December outlooks turned softer. AI-linked export demand is carrying the print, but capital spending plans rising only 11.3% year on year remind the BOJ that Middle East energy costs still feed into inflation expectations near 2.6%—a mix that keeps gradual tightening on the table even as equities digest U.S. yields.
Nikkei Asia · CNA
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Seoul, South Korea Local 10:00 · Thu · working now Seoul opened October with the KOSPI back under 6,800 as foreigners extended a four-day selling streak despite Micron's record quarter—Samsung Electronics and SK Hynix still traded lower while the dollar-won climbed toward 1,358.6. Softer U.S. core PCE trimmed October Fed hike odds, yet 10-year Treasury yields near cycle highs show Korean chip beta remains hostage to duration even when AI earnings beats land after the bell.
Chosun Biz · Digital Times
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Shanghai, China Local 09:00 · Thu · working now Shanghai desks are on Golden Week closure through October 7, leaving the composite's 3842 pre-holiday finish and Stock Connect suspension as the reference points for offshore positioning. Strategists already frame October as an earnings-verification month after September's steady close, meaning A-share liquidity will stay thin until reopening while Hong Kong carries China beta alone on Friday.
SSE · Xinhua Finance
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Taipei, Taiwan Local 09:00 · Thu · working now Taipei closed September with the TAIEX up 0.65% at 47,940 after a record 18,976-point gain through three quarters, as foreigners net bought about NT$296 billion and panel names led the tape. October's script is "dip then surge" in local strategist talk—TSMC's mid-month briefing and AI supply-chain orders remain the pivot even as U.S. yields cap multiples on the world's hottest semiconductor benchmark.
Taiwan News · Well News
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Hong Kong, China (SAR) Local 09:00 · Thu · working now Hong Kong is closed Thursday for National Day after the Hang Seng added 89 points to 24,613 on Wednesday, capping a 7.57% third-quarter gain even as September still logged a 3.73% monthly drop. Southbound flows returned nearly HK$60.8 billion in September, so Friday's reopen—while the mainland stays shut—will test whether mainland bargain hunting can outweigh U.S. payrolls and sticky Treasury yields.
on.cc · BigGo Finance
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Manila, Philippines Local 09:00 · Thu · working now Manila's PSEi sank 1.03% to 5,679.48—its 2026 low and weakest close in more than ten months—as BSP warnings that September inflation could hit 7.4% collided with El Niño infrastructure risks, a softer peso at 62.64, and climbing U.S. yields. Outsourcing and consumption names remain the macro spine, but the tape is pricing a hawkish repricing before foreign investors return as net sellers near P951 million.
Philstar · Inquirer
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Singapore, Singapore Local 09:00 · Thu · working now Singapore enters October with policy and product frictions: the STI's 22.9% year-to-date gain meets an MAS tightening debate as core inflation runs hot, while the Singapore Index Fund's new 1% realisation charge from today raises retail exit costs. Regional flows still track the same quarter-end macro—softer U.S. PCE against 5.29% Treasury yields—making the city a clean ASEAN read on duration versus AI-linked trade.
The Kopi Notes · Minichart
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São Paulo, Brazil Local 22:00 · Wed · after hours São Paulo markets head into Sunday's first-round vote with options open interest clustering on Ibovespa strikes of 200,000 and 210,000 points—bets on a fiscal repricing if the opposition path wins Congress—while JP Morgan warns the traditional October election rally may not arrive until a credible economic team is named. Congressional arithmetic, not just the presidential headline, remains the bond and equity tell for LatAm risk into the runoff window.
Estadão · Aberdeen
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New York, United States Local 21:00 · Wed · after hours New York closed fiscal Q3 with disinflation relief and a fractured tape: August core PCE rose 0.2% month-on-month to 3.0% year-on-year—below forecasts—while Q2 GDP was revised up, yet an abrupt final-hour selloff left the Dow down 0.86% even as the Nasdaq eked out a 0.24% gain. Traders now price roughly a 37% chance of an October Fed hike before Friday payrolls, while Micron's record quarter and tight AI-memory outlook landed after the bell.
CNBC · BEA