- Asian-Pacific stocks edge higher amid improved sentiment over China trade. U.S. futures rise to record levels.
- Asian-Pacific stocks edge higher amid improved sentiment over China trade. U.S. futures rise to record levels.
-
Asian-Pacific stocks edge higher amid improved sentiment over China trade. U.S. futures rise to record levels. Japan’s JP225 index gains 0.70%, breaking above 50,000 points for the first time.
-
Positive signals from Washington and Beijing have boosted expectations for a breakthrough after two days of talks. Trump and Xi are expected to meet later this week to finalize an agreement — the third in nine months. Both U.S. futures and Asian markets advanced on the headlines.
-
Trump said that a final deal on TikTok could be signed this week, mentioning Xi’s preliminary approval. During his visit to Malaysia, additional trade and rare earth agreements were also signed.
-
Chinese Premier Li told his Australian counterpart Albanese that Beijing is ready for a “more stable, strategic partnership,” supporting the outlook for Australian commodities and investment.
-
U.S. Treasury Secretary Scott Bessent said that the talks with China were productive and that an agreement could be signed Thursday in South Korea. He pointed to the resumption of large Chinese purchases of U.S. soybeans and a one-year delay in expanding export licenses for rare earth metals. He added that the threat of 100% tariffs has been “taken off the table.”
-
China’s industrial profits rose 21.6% y/y in September (after +20.4% in August) and are up 3.2% YTD, marking the best result since August 2024. Beijing’s measures to curb excessive price competition appear to be improving margins.
-
The Australian and New Zealand dollars strengthened slightly as China-linked currencies. The People’s Bank of China set the yuan’s reference rate at its strongest level in over a year, adding tailwinds to regional risk sentiment.
-
Japan’s services PPI accelerated to +3.0% y/y (from 2.7% previously), confirming persistent cost pressures in the services sector.
-
In Argentina, President Javier Milei’s party scored a decisive victory in by-elections, strengthening his control over Congress. Combined with a $20 billion U.S. support package, the result is viewed as a positive catalyst for Argentine assets.
-
Trump announced that he will not meet with Prime Minister Carney and signaled an additional 10% tariff “on top of current levels,” citing a dispute over an advertisement related to “Reagan tariffs.” Markets reacted indifferently due to the lack of concrete details.
Chart of the day: JP225 (27.10.2025)
BREAKING: Ifo Index Slightly above expectations
Economic calendar: Fed’s interest-rate decision on Wednesday 📄
Daily Summary: CPI down, Markets Up
The content of this report has been created by XTB S.A., with its registered office in Warsaw, at Prosta 67, 00-838 Warsaw, Poland, (KRS number 0000217580) and supervised by Polish Supervision Authority ( No. DDM-M-4021-57-1/2005). This material is a marketing communication within the meaning of Art. 24 (3) of Directive 2014/65/EU of the European Parliament and of the Council of 15 May 2014 on markets in financial instruments and amending Directive 2002/92/EC and Directive 2011/61/EU (MiFID II). Marketing communication is not an investment recommendation or information recommending or suggesting an investment strategy within the meaning of Regulation (EU) No 596/2014 of the European Parliament and of the Council of 16 April 2014 on market abuse (market abuse regulation) and repealing Directive 2003/6/EC of the European Parliament and of the Council and Commission Directives 2003/124/EC, 2003/125/EC and 2004/72/EC and Commission Delegated Regulation (EU) 2016/958 of 9 March 2016 supplementing Regulation (EU) No 596/2014 of the European Parliament and of the Council with regard to regulatory technical standards for the technical arrangements for objective presentation of investment recommendations or other information recommending or suggesting an investment strategy and for disclosure of particular interests or indications of conflicts of interest or any other advice, including in the area of investment advisory, within the meaning of the Trading in Financial Instruments Act of 29 July 2005 (i.e. Journal of Laws 2019, item 875, as amended). The marketing communication is prepared with the highest diligence, objectivity, presents the facts known to the author on the date of preparation and is devoid of any evaluation elements. The marketing communication is prepared without considering the client’s needs, his individual financial situation and does not present any investment strategy in any way. The marketing communication does not constitute an offer of sale, offering, subscription, invitation to purchase, advertisement or promotion of any financial instruments. XTB S.A. is not liable for any client’s actions or omissions, in particular for the acquisition or disposal of financial instruments, undertaken on the basis of the information contained in this marketing communication. In the event that the marketing communication contains any information about any results regarding the financial instruments indicated therein, these do not constitute any guarantee or forecast regarding the future results.
