European Stocks Fall as Bond Yields and Geopolitical Risks Weigh 
Gold Prices Fall as Treasury Yields Rise on Fed Rate Hike Bets 
Fed’s Hammack Says Bond Yield Surge Is Not Driven by Inflation Fears 
Trump, Xi Focus on Trade and AI at White House Summit 
Asian Currencies Mixed as Dollar Holds Near Two-Month High 
UK PM Burnham to Unveil Economic Vision at Labour Conference 
Fed Unveils Stablecoin Rules Under GENIUS Act 
Soybean Futures Slip as Traders Await Trump-Xi Trade Signals 
Fed Unveils Stablecoin Rules Under GENIUS Act 
Japanese Bank Stocks Surge as Bond Yields Fuel Rate Hike Bets 
Gold Holds Near $4,275 as Rising Treasury Yields Fuel Fed Rate Hike Bets 
Asian Stocks Fall as Bond Yields Surge Ahead of Trump-Xi Summit 
Mexico-US Trade Talks Delayed to October as Tariff Negotiations Continue 
Oil Prices Jump 3% as Houthi Attack Revives Supply Fears 
Australia Unemployment Hits Five-Year High Despite Strong Jobs Growth 
Germany’s 2026 Growth Outlook Strengthens on Fiscal Spending 
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Asian markets started the week strong, buoyed by a weaker dollar, China's ongoing recovery, and a shift from U.S.-centric trades. Japan's Q4 GDP data, expected to show 1.0% annualized growth, is a key focus, with business investment offsetting weak consumption.
The dollar hit a two-month low due to delays in U.S. tariff implementations, marking its longest losing streak since August. Emerging market currencies are rising against the greenback, except for the Indian rupee. The MSCI Asia ex-Japan index surged 8% over the past month, while Hong Kong's Hang Seng jumped 20%, and its tech index soared 30%.
China's tech giants Baidu, Alibaba, Tencent, and Xiaomi (BATX) have gained 22% since Trump's inauguration, outperforming America's 'Magnificent Seven,' which remained flat. Analysts highlight that BATX's $1 trillion market cap pales in comparison to the Mag Seven's $17 trillion, indicating potential growth if China continues excelling in AI.
Taiwan Semiconductor Manufacturing Co and Broadcom are reportedly exploring deals that could split Intel, further shaking up the global chip industry. Geopolitical tensions in the Russia-Ukraine war remain in focus as French President Macron hosts an emergency European summit, with peace talks seemingly limited to the U.S. and Russia. Prospects of peace are driving oil and the dollar lower while boosting European and Asian stocks.
Key upcoming data include Japan and Thailand's Q4 GDP figures, which could further influence market trends. Investors are keenly watching these developments as Asian markets continue their upward trajectory.
