Bank of America Identifies Top Asia-Pacific Semiconductor Stocks Poised for AI-Driven Growth 
Goldman Sachs, ANZ Cut Oil Forecasts Amid U.S.-Iran Ceasefire Hopes 
Morgan Stanley: Fed Rate Cuts Still on Track Despite Oil-Driven Inflation 
Private Credit Under Pressure: Is a Slow-Motion Crisis Unfolding? 
BCA Research Warns U.S.-Iran Ceasefire Could Collapse, Maintains Cautious Equity Outlook 
Strait of Hormuz Disruption Sparks Global Oil Supply Fears 
Goldman Sachs Cuts 2026 Copper Price Forecast Amid Global Growth Concerns 
Trump's Iran War Speech Sparks Market Anxiety Over Extended Conflict 
Lot of economic dockets scheduled for today and some with high risks associated. Focus on NFP report from US.
Data released so far
- Australia - RBA released monetary policy statement.
- Japan - Leading economic index dropped marginally to 101.4 from 103.4 and Coincident index to 111.9 from 112.2 as per flash estimate. BOJ governor Kuroda spoke today.
- Germany - Industrial production dropped -1.1% in September from August.
Upcoming
- France - France will announce trade balance and budget at 7:45 GMT.
- Spain - Industrial output for September to be released at 8:00 GMT.
- Switzerland - SNB will declare forex reserve at 8:00 GMT.
- UK - Industrial and manufacturing production for September to be released at 9:30 GMT. NISER will release GDP estimate at 15:00 GMT.
- Greece - Greece will declare industrial production for September at 10:00 GMT.
- US - NFP report to be released at 13:30 GMT. FED's Bullard is scheduled to speak at 13:00 GMT. FOMC member Brainard is scheduled to speak at 20:15 GMT.
- Canada - Employment statistics for October and building permits for September to be released at 13:30 GMT.
