Bank of America Identifies Top Asia-Pacific Semiconductor Stocks Poised for AI-Driven Growth 
Citigroup Delays Fed Rate Cut Forecast Amid Strong Jobs Data and Inflation Concerns 
Private Credit Under Pressure: Is a Slow-Motion Crisis Unfolding? 
Strait of Hormuz Disruption Sparks Global Oil Supply Fears 
Morgan Stanley: Fed Rate Cuts Still on Track Despite Oil-Driven Inflation 
U.S. Strikes on Iran Draw War Crimes Warnings from International Law Scholars 
BCA Research Warns U.S.-Iran Ceasefire Could Collapse, Maintains Cautious Equity Outlook 
Goldman Sachs Cuts 2026 Copper Price Forecast Amid Global Growth Concerns 
Trump's Iran War Speech Sparks Market Anxiety Over Extended Conflict 
Not many economic dockets scheduled for today and all with low to medium risks associated.
Data released so far -
- Australia - Reserve Bank of Australia released financial stability review.
Upcoming -
- Japan - Bank of Japan (BOJ) deputy governor Nakaso scheduled to speak at 6:30 GMT, followed by Bank of Japan (BOJ) governor Kuroda at 6:35 GMT.
- Italy - Italy will release Trade balance for August at 8:00 GMT.
- Euro Zone - Consumer price index to be released at 9:00 GMT. CPI is expected to grow 0.2% in September. Trade balance for August to be released at same time.
- Canada - Manufacturing shipments for August to be released at 12:30 GMT. Expected to decline by -1%. Canada will release investment statistics at same time
- US - Industrial production for September to be released at 13:15 GMT. Prior -0.4% m/m, expected -0.2%. Preliminary reading on Michigan confidence to be released at 14:00 GMT. JOLTS job openings to be released at 15:00 GMT. Treasury inflows to be announced at 20:00 GMT.
