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9/30
10:25
Frank Elderson, Member of the Executive Board of the European Central Bank, stated that European banking supervision is adjusting its approach to cope with an increasingly complex environment. Through a dedicated Risk Tolerance Framework (RTF), supervisors have consciously increased their risk tolerance, focusing on material risks rather than subjecting all risk areas in every bank to intensive scrutiny every year. Additionally, the "Next Level Supervision" initiative has enhanced efficiency, reducing approval times for standardized securitisation transactions from three months to around seven days, cutting stress testing data points by approximately 55%, and shortening capital-related decision approvals to less than six days. Elderson called on all stakeholders, including banks, to embrace this cultural shift towards a more risk-tolerant and agile supervisory environment.
10:10
★★★★★Previous 103.07PointsForecast 103.4PointsActual 103.5Points Above forecast↑
10:09
Pro-Palestine protests have spread across several Moroccan cities, demanding an end to diplomatic normalisation with Israel as Rabat deepens ties with Tel Aviv. The latest mobilisation occurred on September 27, following a September 16 announcement that Morocco and Israel would elevate their diplomatic missions to full embassies and appoint ambassadors. Opponents argue that the government's pursuit of closer institutional ties, including agreements on investment protection and avoiding double taxation, is incompatible with public sentiment, especially amid the war in Gaza. Moroccan media reported restrictions and arrests during some demonstrations.
09:48
JPMorgan Chase reported on September 29 that with the resumption of operations of the Saudi East-West Pipeline, the 10-day average of Middle East oil exports has recovered to 20.5 million barrels per day, equivalent to 89% of pre-2025 war levels, indicating that the crude oil market has largely normalized. Specifically, crude oil flow has recovered to 98%, but refined product exports have only recovered to 58%, with a significant gap remaining. The report also noted that India's crude oil imports from the Middle East rose to 2.8 million barrels per day in September, confirming a rebound in demand. Transit volume through the Strait of Hormuz is near recent highs, but high freight rates reflect that the market is still pricing in security risks.
09:47
★★★★★Previous 51.5PointsForecast 51.6PointsActual 52.1Points Above forecast↑
09:47
★★★★★Previous 51.4PointsForecast 51.1PointsActual 51.6Points Above forecast↑
09:47
★★★★★Previous 3.5%Forecast 4.1%Actual 4% Below forecast↓
09:46
Uzbekistan has sought BlackRock's assistance in establishing its financial center, a move that is accelerating the competition among Central Asian nations to attract foreign investment, Nikkei Asia reported. Analysts noted that despite growing investor interest, the local market's insufficient depth, coupled with issues such as weak governance and inadequate market liquidity, may continue to deter some investors.
09:45
Bloomberg Markets reports that India's initial public offering (IPO) market is heading for its third consecutive bumper year, fueled by strong momentum in the third quarter and a robust pipeline of deals.
09:43
According to Wall Street Insights, citing JPMorgan Chase's latest Data Center Observation Report, OpenRouter platform token usage surged 71% month-over-month in September, reaching 30 times year-over-year. Overall spending increased by 28% month-over-month and expanded 14 times year-over-year, primarily driven by inexpensive open-source models. The NVIDIA GPU rental market showed divergence: average rental prices for A100 and H100 decreased by 2.8% and 2.6% month-over-month, respectively, while the average rental price for B200 rose by 1.3% month-over-month to $5.70 per GPU hour, reversing the decline seen in August. In the memory market, DRAM spot prices saw a slight month-over-month decline of approximately 1% in September to $49.70 (DDR5 16Gb) after five consecutive months of increases, while NAND prices remained largely flat.
09:37
★★★★★Previous 49.5PointsForecast 50.1PointsActual 50.7Points Above forecast↑
09:32
★★★★★Previous 49Forecast 49.3Actual 50.2 Above forecast↑
09:31
China's National Bureau of Statistics announced that the Composite PMI Output Index for China in September 2026 was 50.7%, an increase of 1.2 percentage points from the previous month, rising above the critical threshold. This indicates that the overall production and operation activities of Chinese enterprises expanded compared to the previous month.
09:31
China's National Bureau of Statistics announced that in September 2026, China's Non-Manufacturing Business Activity Index was 50.2%, an increase of 1.2 percentage points from the previous month, indicating a significant recovery in the non-manufacturing sector. Specifically, the Business Activity Index for the construction industry was 50.3%, and for the service industry, it was 50.2%.
09:31
★★★★★Previous 3.5%Forecast 4.1%Actual 4% Below forecast↓
09:31
★★★★★Previous 49.8PointsForecast 50.1PointsActual 50.1Points In line with forecast
09:26
Upbit, through its investment subsidiary Dunamu & Partners, discloses its digital asset holdings monthly. As of September 30, 2026, the company held 2,081.84950412 Bitcoin, with no cumulative sell records. These Bitcoin were acquired through LUNC (formerly LUNA) exchange transactions.
09:21
A rare hiring boom for equity analysts is emerging in India as brokerages race to increase coverage of soaring small-cap stocks, defying a pullback on Wall Street.
09:18
Investors are starting to snap up Australian bonds, betting that the Reserve Bank is nearing the end of its rate-hike cycle after lifting borrowing costs to a 15-year high.
09:12
Elon Musk reposts finkd's post, stating that major American lab leaders' commitment to robust internal controls and audits is a significant positive step, which should give people more confidence that the technology each lab is building will work as intended.
09:06
According to Wallstreetcn, short positions in US Treasury futures continue to accumulate, with asset managers adding over 100,000 10-year Treasury futures short contracts in the week ending September 22, one of the largest weekly increases since 2023. The 30-year Treasury yield has risen to its highest level since 2002. Analysts believe that if economic data weakens or Federal Reserve officials signal a dovish stance, the market could face a sharp short squeeze, potentially leading to a significant short-term decline in yields. The options market is already showing hedging signs, with put option premiums for long-dated Treasury futures contracts rising to their highest level since August. A JPMorgan Chase survey shows that as of the week ending September 28, investors' long positions remain at their highest level since November last year, providing a basis for a potential short squeeze.
09:03
Investors' enthusiasm for shares of risky new companies has cooled, as a recent string of delayed offerings illustrates how quickly investor demand for newly issued shares can wane. Just a few months ago, investors were clamoring for them.
08:46
Japanese stocks are higher after oil prices fell overnight, easing concerns about rising inflation and fast-paced rate increases by global central banks. Chip-related, banking and metals stocks are leading gains, with Tokyo Electron Ltd. up 3.6%, SoftBank Group 3.8% higher, Mizuho Financial Group up 2.5% and Sumitomo Metal Mining 3.8% higher. The dollar is trading at 157.33 yen.

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