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BoJ's Governor Ueda: We need to watch impact of FX, AI and Middle East.

BoJ Governor Ueda Says Core Inflation Is Near the 2% Price Stability Goal and Likely to Remain There

BoJ's Governor Ueda: Underlying CPI inflation at level generally consistent with 2% price stability target, expected to remain at around that level.

BoJ's Governor Ueda: Mid- to long-term inflation expectations are at around 2%.

France Consumer Spending (Y/Y) Sep: -0.4% (est 0.4%; prev 0.8%) - Consumer Spending (M/M): -0.5% (est 0.1%, prev –0.5%)

France GDP (Q/Q) Q3 P: -0.1% (est 0.1%; prev 0.0%) - GDP (Y/Y): -0.1% (est 0.3%; prev 0.5%)

BoJ's Governor Ueda: Japan's economy expected to continue growing moderately.

France (q3) gdp qoq actual: -0.1% vs 0.0% previous;est 0.1%

France (q3) gdp yoy actual: -0.1% vs 0.5% previous;est 0.3%

France (sep) consumer spending mom actual: -0.5% vs -0.5% previous;est 0.4%

France (sep) consumer spending yoy actual: -0.4% vs 0.8% previous;est 0.4%

Spot Platinum Falls Sharply, Trading Down Nearly 3% at $1,443.75/Oz

FRENCH CONSUMER SPENDING MOM ACTUAL -0.5% (FORECAST 0.1%, PREVIOUS -0.5%) $MACRO

France Q3 preliminary GDP -0.1% vs +0.1% q/q expected

FRENCH GDP YOY PRELIM ACTUAL -0.1% (FORECAST 0.3%, PREVIOUS 0.5%) $MACRO

🔴 FRENCH GDP QOQ PRELIM ACTUAL -0.1% (FORECAST 0.1%, PREVIOUS 0.0%) $MACRO

Qatari Mediators Returned To Tehran On Friday As Part Of Effort To Reach A US-Iran Deal, Mediation Talks Have Been Coordinated With US - Official Briefed On Talks To RTRS

Qatari mediators returned to Tehran on Friday as part of effort to reach a US-Iran deal, mediation talks have been coordinated with US - Official Briefed on Talks.

FX option expiries for 30 October 10am New York cut

ECB's Simkus: We don't see second-round effects yet.

ECB's Simkus: Likelihood of energy spillover has risen.

Microsoft Prices $25 Bln Of Senior Unsecured Notes Offering. REDMOND (dpa-AFX) - Microsoft Corporation (MSFT), the American IT giant, Friday announced that it is pricing its offering of $25 billion aggregate principal amount of senior unsecured notes. These notes consist of the following tranches- $1.00 billion of floating rate notes due November 3, 2028; $1.00 billion of floating rate notes due November 3, 2029. Fixed Rate Notes include $2.00 billion of 4.85 percent notes due November 3, 2028; $3.25 billion of 5.00 percent notes due November 3, 2029; $3.25 billion of 5.20 percent notes due November 3, 2031; $2.50 billion of 5.35 percent notes due November 3, 2033; $4.00 billion of 5.55 percent notes due November 3, 2036; $2.00 billion of 6.15 percent notes due November 3, 2046; $4.00 billion of 6.25 percent notes due November 3, 2056; $2.00 billion of 6.35 percent notes due November 3, 2066. The company plans to use the net proceeds from the offering to fund working capital, capital expenditures, repurchases of capital stock, acquisitions, and repayment of existing debt. The offering is expected to close on November 4. On Thursday, shares closed at $530.14, down 0.16% on the Nasdaq. Copyright(c) 2026 RTTNews.com. All Rights Reserved Copyright RTT News/dpa-AFX

Sterling Gains Past 1.3350, Though Bearish Bias Persists Below 100-Day SMA-FXS

New Zealand Dollar Likely to Extend Gains Against the US Dollar, Approaching 20-Day EMA-FXS

Two killed during demining in Oleshky: Russian human rights commissioner, TASS quotes

Finnish September GDP increases 2.0% year on year: Statistics Finland

Trump Talks Peace While The CIA Is Fueling The War In Ukraine

Local residents can evacuate Oleshky until 1400 local time on October 30: Russian human rights commissioner says

[转推] LiveSquawk reposted EURUSD 4H BUY DOVISH, SELL HAWKISH is the new mantra that I have looked at yesterday and that turned out quite well... see inside [链接预览] EURUSD 4h

Yemen's Houthis Say They Did Not Attack Mecca, Contradicting Saudi Drone Strike Account

Ceasefire Holding Around Humanitarian Operation in Russian-Controlled Oleshky, Russian Official Says

Yemen's Houthis reject claims of Mecca attack after Saudi Arabia says it downed Houthi drone

Russian human rights commissioner: ceasefire stable in humanitarian operation zone in russian-controlled Oleshky

【最新内容：unusual_whales @unusual_whales · 2026-10-30T05:47:14.000Z】 Good night to everyone: 【引用内容：unusual_whales @unusual_whales · 2026-10-30T01:58:00.000Z】 BOO! The Halloween sale is live. Get 20% off right on site. No trick, only treats. Join here: https://unusualwhales.com/pricing

Euro Maintains Gains Against Dollar Near 1.1200, Yet Struggles to Break Technical Resistance

Ukraine, Russia human rights commissioners meet in Russian-held Oleshky, footage by Russian state TV Vesti

【最新内容：unusual_whales @unusual_whales · 2026-10-30T05:31:00.000Z】 House Democrats have introduced a resolution that Congress should not bail out AI firms in the event of a financial crisis and should be subjected to the ordinary bankruptcy process. Read more: [链接预览] House Democrats: No Bailouts for AI Firms, Ordinary Bankruptcy Instead 【回复上下文：unusual_whales @unusual_whales · 2026-10-28T17:30:13.000Z】 BREAKING: House Democrats have introduced a resolution that Congress should not bail out AI firms in the event of a financial crisis and should be subjected to the ordinary bankruptcy process.

What is spooking markets as stocks, Treasury yields and gold all fall ahead of European trading?

Stocks slump, bonds leap as AI giants' spending spooks investors. Tech shares sank on Friday, while the yen rose and bonds surged toward their biggest monthly gain in nearly three years, as investors scurried to safety from worries that huge and rising AI spending may not deliver sufficient returns. Shares in Google parent Alphabet GOOG fell 12.6% on Wall Street and slid a little further after hours, to wipe out a stunning $500 billion in market value, as massive AI spending turned the company's cash flow negative. An aftermarket plunge of 23% in Intel shares INTC and a drop of 7% in Amazon AMZN stocks, as they too burn through cash, drove Nasdaq 100 futures NQ1! down 1.9% and sent stocks of chipmakers around Asia into a tailspin. "The market isn't necessarily questioning whether the AI buildout can be financed," said Pepperstone analyst Chris Weston. "It's increasingly questioning whether shareholders will earn an adequate return on the enormous capital being deployed." That led to a broad selloff in technology stocks in Asia. South Korea's KOSPI KOSPI fell more than 3%, for a total fall of nearly 16% in October. Japan's Nikkei NI225 fell over 2%, on course for a decline of 5% this month. Earnings from big tech firms this week have raised the stakes in the AI trade as investors fear the infrastructure race is not only straining the industry but affecting consumers, as price hikes squeeze global demand for devices like smartphones and PCs. Nerves were also frayed by a potentially record-breaking hack at Binance, the world's biggest cryptocurrency exchange, which drove down bitcoin BTCUSD , other cryptocurrency prices and stocks including rival exchange Coinbase COIN . The world's biggest cryptocurrency, bitcoin hit a six-week low before cutting losses to trade 0.9% lower at $78,171.16. "I suspect the negative price action still has some way to go," said Geoffrey Kendrick, head of digital assets research at Standard Chartered. "Only after assets are unfrozen and more detail of the hack emerges will we find a new base." NO SURPRISE FROM BOJ The Bank of Japan left interest rates on hold, which was expected and did not trigger major currency or bond moves, but Nikkei futures slipped after the central bank unveiled plans to sharply accelerate exchange-traded fund sales next year. "While this may initially spook markets, I actually think this is a positive development since the BOJ feels confident enough with the economy and market," said David Chao, global market strategist for Asia-Pacific at Invesco. The central bank declared victory in a nearly 14-year battle to hit its price target and signalled vigilance against inflation risks, suggesting the next rate hike could come as soon as December. In China, the blue chip CSI300 3 399300 headed for its largest monthly fall in a decade, after nearly four months of AI stocks tanking on fears that a slowdown in demand for chips and other data centre equipment could crush revenues. Investors' rush into bonds was further spurred by the Federal Reserve's Wednesday decision to keep US interest rates on hold, with no firm projection of when it might hike next. Benchmark 10-year US Treasury yields US10Y fell by more than 7 basis points in Tokyo trade on Friday to 4.91% for a fall of some 37 bps through October — the largest one-month drop since December 2023. Two-year yields (US2YT=RR) dropped by more than 8 bps to 4.57% and Fed funds futures rallied as investors dialled back some expectations for US rate hikes. Yields fall when bond prices rise. The risk-averse mood strengthened haven currencies such as the yen and Swiss franc, with the yen USDJPY up about 0.3% at 157.20 per dollar and the franc USDCHF at 0.8213 to the dollar and not far from a one-month high. The euro EURUSD inched up 0.1% to $1.1194. In commodities, oil prices rose on Friday, poised for a fourth monthly gain, as an attack on a tanker in the key Strait of Hormuz waterway highlighted continuing supply risks from the US-Israeli war on Iran.

FT: Virgin Media O2 Nears Deal to Tap BT's Broadband Infrastructure

Russian Forces Target Military and Energy Infrastructure in Kyiv and Dnipropetrovsk Regions, Newswires Report

Japan's 20-Year JGB Yield Drops 6.5 Basis Points to 3.605%

Russia hits port facilities in Odesa region, cargo ships: Russian newswires quote defence ministry

Russia hits military and energy sites in Ukraine’s Kyiv and Dnipropetrovsk region: Russian newswires cite defense ministry

JAPANESE HOUSING STARTS YOY ACTUAL -2.743% (FORECAST 2.85%, PREVIOUS 6.1%) $MACRO

Pentagon officials tell some Nato allies to moderate rhetoric on Russian threat, sources say

Officials in Lithuania, Latvia and Estonia among those receiving message, sources:

Bank of Japan Maintains Current Policy as Further Rate Increases Remain in View

【最新内容：unusual_whales @unusual_whales · 2026-10-30T04:58:00.000Z】 The FOMC decision to hold rates was 10-2, with Lisa Cook and Beth Hammack voting for an increase. Read more: [链接预览] Fed Hold Passes 10-2 as Cook and Hammack Dissent in Favor of a Hike 【回复上下文：unusual_whales @unusual_whales · 2026-10-28T18:08:15.000Z】 BREAKING: FOMC decision to hold rates was 10-2. Lisa Cook and Beth Hammack voted for an increase.

Yen Strengthens and Nikkei Slides Further After Bank of Japan's Latest Decisions