Weekly Archive: 2026-W40
October 4, 2026 PM
October 3, 2026 PM
- Fire broke out at an Aramco refinery in Riyadh; the cause remained unclear. | AP ↗︎
- Seven OPEC+ countries will review market conditions on October 4. | OPEC ↗︎
- U.S. August goods and services trade data are due October 6. | BEA ↗︎
- BOJ Governor Ueda will address the national securities convention October 6. | BOJ ↗︎
- Minutes of the September 15–16 FOMC meeting are due October 7. | Fed ↗︎
- Germany's August factory orders, industrial production and trade data are due October 6–8. | Destatis ↗︎
- ECB account of its September 9–10 monetary policy meeting is due October 8. | ECB ↗︎
October 2, 2026 PM
- G7 will release 100 million barrels from reserves over four months, frontloading diesel. | G7 ↗︎
- U.S. September payrolls rose 29,000; unemployment edged up to 4.2 percent. | BLS ↗︎
- UK average diesel price reached a record 200.01 pence per litre. | RAC ↗︎
- Euro-area Q2 household saving rate fell to 14.2 percent from 14.4 percent. | Eurostat ↗︎
October 2, 2026 AM
- Euro-area September inflation rose to 3.8 percent y/y; core inflation increased to 2.5 percent. | Eurostat ↗︎
- Germany H1 public-budget financing deficit widened to EUR98.8 billion from EUR58.5 billion. | Destatis ↗︎
- Korea September CPI rose 2.9 percent y/y; core inflation was 2.8 percent. | MODS Korea ↗︎
- UK firms' year-ahead own-price inflation expectations eased to 3.7 percent; wage growth expectations held at 3.4 percent. | BoE ↗︎
- U.S. Treasury expanded Iran sectoral sanctions to the automotive and rail sectors. | U.S. Treasury ↗︎
October 1, 2026 PM
- U.S. initial jobless claims fell to 197,000; the four-week average declined to 200,000. | DOL ↗︎
- U.S. September ISM manufacturing PMI held at 54.5; prices index jumped to 77.9. | ISM ↗︎
- Canada designated Pacific Link a national-interest project; planned capacity is 1 mb/d to Asian markets. | PM Canada ↗︎
- BoE's Mann said the current policy stance is not sufficiently tight and Bank Rate rises are needed. | BoE ↗︎
- U.S. is sending roughly 9,000 troops and a third aircraft carrier to the Middle East. | AP ↗︎
October 1, 2026 AM
- Japan's 10-year government bond yield rose to 3.12 percent, around a 30-year high. | Yahoo Finance ↗︎
- UK 30-year gilt yield reached 6 percent for the first time since 1998. | Guardian ↗︎
- U.S. 10-year Treasury yield reached 5.33 percent, its highest since 2002. | AP ↗︎
- Japan's Tankan large-manufacturer sentiment rose to +24; large nonmanufacturer sentiment fell to +35. | BOJ ↗︎
- Korea September exports surged 83.5 percent y/y to a record USD120.9 billion. | MOTIR ↗︎
- Switzerland September CPI inflation rose to 1.0 percent y/y; prices were flat m/m. | FSO ↗︎
- Euro-area August unemployment held at 6.4 percent; unemployed persons increased 26,000. | Eurostat ↗︎
- Euro-area September manufacturing PMI rose to 52.9, its highest since May 2022. | S&P Global ↗︎
September 30, 2026 PM
- U.S. Q2 GDP growth was revised to 2.2 percent annualized from 1.5 percent. | BEA ↗︎
- U.S. August PCE inflation was 3.4 percent y/y; core inflation was 3.0 percent. | BEA ↗︎
- U.S. September private payrolls rose 90,000; job-stayer base pay increased 3.0 percent y/y. | ADP ↗︎
- U.S. August goods trade deficit widened to USD132.6 billion as imports rose USD17.4 billion. | Census ↗︎
- Germany September CPI inflation rose to 3.3 percent y/y; core inflation held at 2.4 percent. | Destatis ↗︎
- Fed finalized stress-test changes likely to cut annual volatility in capital requirements about 50 percent. | Fed ↗︎
- BoE FPC said financial-stability risks worsened since July as global sovereign yields rose. | BoE ↗︎
- Middle East Gulf crude exports excluding Iran reached at least 16.5 mb/d in September, matching pre-war levels. | Kpler ↗︎
September 30, 2026 AM
- China September manufacturing PMI rose to 50.1; nonmanufacturing PMI rebounded to 50.2. | NBS China ↗︎
- UK Q2 GDP growth was revised up to 0.5 percent q/q from 0.4 percent. | ONS ↗︎
- Germany September unemployment rose 12,000 seasonally adjusted; headline unemployment fell 67,000 to 2.994 million. | BA ↗︎
- France September CPI inflation rose to 3.0 percent y/y; HICP reached 3.4 percent. | AA ↗︎
- Japan August industrial production fell 1.7 percent m/m but rose 3.4 percent y/y. | METI Japan ↗︎
- Korea August output fell 1.3 percent m/m; equipment investment dropped 9.5 percent. | MODS Korea ↗︎
- Iraq began importing gasoline via Syria under a three-month deal bypassing closed Hormuz. | AP ↗︎
- U.S. military completed its Iraq troop withdrawal, ending the 12-year anti-ISIS mission. | AP ↗︎
September 29, 2026 PM
- U.S. August job openings were little changed at 7.1 million; hires totaled 5.2 million. | BLS ↗︎
- U.S. September consumer confidence fell 6.7 points to 81.9, lowest since April 2014. | Conference Board ↗︎
- Fed's Barr said further policy adjustments are likely needed to bring inflation down to target. | Fed ↗︎
- Canada July real GDP was essentially unchanged; August advance estimate indicated 0.2 percent growth. | StatCan ↗︎
- U.S. import bans on selected Canadian alcohol, dairy products and motorcycles took effect September 29. | CBP ↗︎
- U.S. 10-year Treasury yield touched 5.28 percent, its highest since 2002. | AP ↗︎
- Saudi East-West oil pipeline resumed operations near pre-attack levels. | AP ↗︎
September 29, 2026 AM
- RBA raised the cash rate 25 bp to 4.60 percent in a unanimous decision. | RBA ↗︎
- PBOC cut one-year PSL to 1.5 percent; tech relending quota rose to RMB1.4 trillion. | PBOC ↗︎
- China will subsidize eligible first-home mortgage rates by 1 percentage point from Oct. 1. | PBOC ↗︎
- UK August mortgage approvals fell to 54,900; consumer credit growth rose to 9.6 percent y/y. | BoE ↗︎
- Korea September manufacturing sentiment fell 4.3 points to 99.5; nonmanufacturing rose 2.2 points to 98.9. | BOK ↗︎
- Iran's rial fell to a record low beyond 2.5 million per U.S. dollar. | AP ↗︎
September 28, 2026 PM
- U.S. 10-year Treasury yield briefly topped 5.27 percent, its highest since 2007. | AP ↗︎
- Fed's Cook expects AI investment and Middle East disruptions to keep inflation under pressure. | Fed ↗︎
- Singapore August manufacturing output rose 15.4 percent y/y, led by electronics and precision engineering. | EDB Singapore ↗︎
September 28, 2026 AM
- NBC reported eight U.S. Marines were injured in a September 14 Iranian missile strike in Hormuz. | Anadolu ↗︎
- China industrial profits rose 4.2 percent y/y in August; Jan-Aug profits increased 15.7 percent. | NBS China ↗︎
- Korea's KOSPI fell 2.7 percent Monday to 6,889.74. | Yonhap ↗︎