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Auckland, New Zealand Local 10:00 · Tue · working now Tuesday's NZX open is digesting Monday's 0.7% slide to 13,652 while fresh disclosures land: Kiwi Property launched a green-bond offer and portfolio update, Meridian filed its September operating report, and Westpac flagged items that will hit full-year results—all before Statistics New Zealand's September CPI, the week's domestic rate anchor. Infratil's 5.1% Monday fall on AI infrastructure sentiment still shadows utilities and data-centre owners, but Fonterra and a2 Milk held gains tied to China's 4.5% third-quarter GDP, leaving Wellington's inflation print more important than Wall Street's afternoon tech bounce for local multiples.
NZX announcements · NBR · interest.co.nz
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New York, United States Local 17:00 · Mon · working now New York's Monday close delivered the rebound tech needed before megacap earnings: the Nasdaq Composite finished up 1.11% at 26,430.89, the S&P 500 gained 0.42% to 7,691.07 and the Dow slipped 0.06% to 51,970.20 as the Philadelphia semiconductor index snapped an eight-day losing streak. Intel and Micron led the bounce while Cleveland-Cliffs surged on a Q3 beat; CoreWeave gave up early gains tied to Goldman's upgrade even as Amazon rose after Morgan Stanley named it a top pick. Meta and Tesla on Wednesday remain the clearing test for whether hyperscaler capex can fund itself while French OAT yields near 4.9% keep global risk premia elevated.
Reuters · Yahoo Finance · CNBC
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Toronto, Canada Local 17:00 · Mon · working now Toronto's Monday balances domestic inflation risk against a US tech rebound: S&P/TSX futures eased early as traders awaited September CPI while Governor Macklem warned the Bank of Canada may lift its quarterly inflation forecast on stubborn oil, with markets pricing roughly a one-in-three chance of a hike at next week's meeting. Cross-border flows still matter—the Nasdaq's 1.11% close after last week's 4.5% weekly drop—so TSX energy and materials can outperform even when financials slip, keeping Canadian equities tied to Brent near $109 and the AI earnings gauntlet south of the border.
Investing.com Canada · Reuters
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Bogotá, Colombia Local 16:00 · Mon · working now Bogotá is carrying Colombia's housing and social-transfer complex while national VIS sales fall 12%: the capital sold a record 38,853 low-income homes in the year to September, lifting its share of national VIS turnover to about 34%, even as Congress debates a $45-trillion-peso spending-cut rescue amid fiscal stress. October transfers under the guaranteed minimum income reach more than 190,000 households with over COP 45 billion this cycle—keeping domestic demand and construction finance on the Andean exchange's radar independent of Monday's MSCI turbulence elsewhere in emerging markets.
Infobae · Caracol Radio
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Mexico City, Mexico Local 15:00 · Mon · working now Mexico City opened with a slightly firmer peso near 18.46 per dollar and equities still digesting Friday's 1.87% IPC jump to 68,930, as analysts bracket the index between 67,500 and 69,800 this week. Local earnings begin with airport operator GAP after the close, while the Nasdaq's 1.11% US finish sets the cross-border beta for nearshoring names even as Banorte and BBVA keep 2026 inflation calls anchored near 3.7%.
La Jornada · La Nación
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Chicago, United States Local 16:00 · Mon · working now Chicago's afternoon pairs industrial pricing power with a confirmed tech rebound: Cleveland-Cliffs' $612 million EBITDA quarter—above $575 million guidance—and 2027 EBITDA outlook above $4 billion keep Midwest steel in the earnings spotlight as hot-rolled coil benchmarks sit near multi-year highs. The Nasdaq's 1.11% close and J.P. Morgan's Intel upgrade show AI names participating in the recovery while CME volumes stay elevated into harvest and Tuesday's GM print—the city's signal is whether real-economy beats can outrun megacap-week anxiety over neocloud credit stress.
Cleveland-Cliffs · Reuters
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Los Angeles, United States Local 14:00 · Mon · working now Los Angeles still bridges content IP and a firmer Nasdaq close: Entertainment 360 and Griffin Gaming's HITpoint venture packages game franchises for film and TV while agencies push streamers toward more independent commissioning. With the composite finishing up 1.11% into the bell, LA's dual economy—licensing plus venture-backed gaming—tracks whether Wednesday's megacap earnings can stabilize multiples for studios feeding Southern California production pipelines.
The Hollywood Reporter · Yahoo Finance
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San Francisco, United States Local 14:00 · Mon · working now The Bay Area tape closed on a semiconductor relief bid: the PHLX chip index advanced about 1.6% as Intel and Micron led the bounce, while CoreWeave finished flat despite Goldman's upgrade after last week's distressed CDS print. The Nasdaq's 1.11% finish shows investors willing to buy AI infrastructure again, but Meta and Tesla on Wednesday remain the clearing event for hyperscaler capex—Monday mainly proves volatility can compress when oil slips, not that levered data-centre balance sheets are fully repriced.
WSJ · Investing.com · Yahoo Finance
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Frankfurt, Germany Local 23:00 · Mon · after hours Frankfurt closed into French political risk rather than German data: the DAX fell 1.43% to 25,255 as widening OAT-Bund spreads and lingering AI credit anxiety outweighed China's GDP beat and cheaper oil. Real-estate and rate-sensitive names stayed under pressure, keeping ECB watchers focused on whether euro-area periphery spreads can stabilize before US earnings reset global tech beta.
DW · SCMP
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Paris, France Local 23:00 · Mon · after hours Paris markets are still pricing governability into the US close: Monday trading pushed 10-year OAT yields up 13 basis points toward 4.9%, left the CAC 40 down about 1.5% and widened the Bund-OAT spread to 146 basis points after weekend riots produced mass arrests and localized curfews. BNP Paribas and Société Générale fell about 3% as investors treat French spreads as the eurozone's live stress test—with Moody's set to review the sovereign rating on Friday—even as a US tech rebound offers only partial relief to exporters.
Reuters · CNBC · MarketWatch
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London, United Kingdom Local 22:00 · Mon · after hours London's afternoon closes a statutory telecom chapter and opens a political one: the CMA delivered its BT–TalkTalk report to Lisa Nandy on 19 October after TalkTalk's pre-pack administration, leaving the Secretary of State to decide on clearance, undertakings or a Phase 2 reference under telecare-focused public-interest grounds. Equities still traded softer—the FTSE 100 fell about 1.1% as French OAT yields climbed on weekend unrest—while sterling held firm against a euro pressured by Paris fiscal risk.
GOV.UK · The Guardian
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Tokyo, Japan Local 06:00 · Tue · pre-dawn Tokyo handed off a cautious Monday close—the Nikkei 225 fell 0.62% to 64,917 as last week's US tech weakness still echoed through semiconductor weights, even though China's 4.5% third-quarter GDP offered a partial macro offset. With New York's Nasdaq rebounding 1.11% at Monday's close and megacap earnings ahead, Tokyo's tape remains a transmission belt: export earnings matter, but the clearing price for AI multiples still forms across the Pacific.
Channel NewsAsia · SCMP · Reuters