A chronological text record of the AI Market Commentator: important releases, breaking developments, market reactions and concise context for the trading day.
UK food inflation seen rising above 6% mid-2027, industry says. Ofcom allows Openreach to change copper wholesale prices from April 2029. Won strength vs dollar could moderate South Korea core inflation.
US index futures: S and P futures is up 0.05 percent, Nasdaq futures is up 0.16 percent, Dow futures is down 0.04 percent and Russell futures is down 0.03 percent.
Cross-asset desk update. US equities are mixed: S and P futures is up 0.05 percent, Nasdaq futures is up 0.16 percent and Russell futures is down 0.03 percent. In foreign exchange, the dollar is softer; the dollar index is down 0.13 percent, euro dollar is up 0.09 percent and dollar yen is down 0.34 percent. Volatility and commodities: the VIX is at 15.7, down 0.13 percent, WTI crude is up 1.55 percent and gold is up 0.31 percent.
Asian cash markets finished mixed: the Nikkei 225 closed down 0.19 percent, the Hang Seng closed down 0.61 percent, the Shanghai Composite closed up 0.48 percent, the KOSPI closed up 1.4 percent and the ASX 200 closed down 1.1 percent. Asian volume leaders were Xiaomi down 2.08 percent, SoftBank Group up 3.87 percent, Alibaba up 0.55 percent, Meituan down 3.54 percent and Mitsubishi UFJ down 1.5 percent.
Oral infigratinib in PROPEL 3 shows favorable 52-week trends in children. MegaPro Biomedical submits FDA application for Phase III MPB-1523 trial. Graphite India shares surge nearly 18% to fresh 52-week high.
Barclays says China demand still subdued despite inflation rebound. ECB set for 25 bps rate hike to 2.5% Thursday. Finolex Cables jumps to 52-week high; Jefferies targets ₹1,410. The next scheduled risk is Governing Council of the ECB: monetary policy meeting hosted by the Deutsche Bundesbank (Day 1) at 08:00 UTC.
US index futures: S and P futures is up 0.12 percent, Nasdaq futures is up 0.23 percent, Dow futures is up 0.03 percent and Russell futures is up 0.01 percent.
Cross-asset desk update. US equities are higher: S and P futures is up 0.12 percent, Nasdaq futures is up 0.23 percent and Russell futures is up 0.01 percent. In foreign exchange, the dollar is softer; the dollar index is down 0.1 percent, euro dollar is up 0.13 percent and dollar yen is down 0.4 percent. Volatility and commodities: the VIX is at 15.6, down 0.76 percent, WTI crude is up 1.69 percent and gold is up 0.27 percent.
Front-month Brent rises above $100/bbl, ICE data shows. Lien Chang Electronic Aug revenue NT$15.2M vs NT$28.8M prior year. ASE Technology Holding Aug revenue rises to NT$82.25B versus NT$56.47B. The next scheduled risk is Governing Council of the ECB: monetary policy meeting hosted by the Deutsche Bundesbank (Day 1) at 08:00 UTC.
Germany's Merz Delta Electronics AI power growth seen accelerating in mass production. Aten International Aug revenue rises to NT$474.0M vs NT$404.8M. The next scheduled risk is Governing Council of the ECB: monetary policy meeting hosted by the Deutsche Bundesbank (Day 1) at 08:00 UTC.
US index futures: S and P futures is up 0.09 percent, Nasdaq futures is up 0.18 percent, Dow futures is down 0.04 percent and Russell futures is down 0.07 percent.
Cross-asset desk update. US equities are mixed: S and P futures is up 0.06 percent, Nasdaq futures is up 0.14 percent and Russell futures is down 0.07 percent. In foreign exchange, the dollar is softer; the dollar index is down 0.1 percent, euro dollar is up 0.13 percent and dollar yen is down 0.46 percent. Volatility and commodities: WTI crude is up 1.28 percent and gold is up 0.13 percent.
Sberbank August net profit $1.97 billion. China Man-Made Fiber Aug revenue NT$4.18B vs NT$4.00B. Google to invest at least €13 billion in Finland AI infrastructure.
Brent Crude Rises 1.6% to $99.46 a Barrel. Twinhead International Aug revenue rises to NT$180.2M from 135.9M. RBI likely intervenes as rupee slips on oil and dollar outflows.
US index futures: S and P futures is up 0.1 percent, Nasdaq futures is up 0.25 percent, Dow futures is down 0.02 percent and Russell futures is down 0.01 percent.
Cross-asset desk update. US equities are mixed: S and P futures is up 0.07 percent, Nasdaq futures is up 0.19 percent and Russell futures is down 0.05 percent. In foreign exchange, the dollar is softer; the dollar index is down 0.1 percent, euro dollar is up 0.13 percent and dollar yen is down 0.37 percent. Volatility and commodities: WTI crude is up 1.4 percent and gold is up 0.05 percent.
Alternative Income REIT board recommits shareholders to Glenstone bid. Bayer starts Phase II study of atrial fibrillation drug candidate. TTET reports 2026 union revenue NT$2.40B vs NT$1.78B.
Energean’s H1 revenue falls as Israel output suspension weighs. Cosmecca Korea to invest KRW 136 billion in new facility. Tong Hsing Electronic Aug revenue rises to NT$1.17B vs 953.7M.
Pathos Communications reports H1 2026 revenue of $7.30 million. Panion & BF Biotech Aug revenue NT$181.2M vs NT$251.3M. European stocks set for weaker open as oil rallies on Middle East tensions.
US index futures: S and P futures is up 0.14 percent, Nasdaq futures is up 0.27 percent, Dow futures is up 0.05 percent and Russell futures is up 0.05 percent.
Cross-asset desk update. US equities are higher: S and P futures is up 0.14 percent, Nasdaq futures is up 0.27 percent and Russell futures is up 0.05 percent. In foreign exchange, the dollar is softer; the dollar index is down 0.09 percent, euro dollar is up 0.12 percent and dollar yen is down 0.46 percent. Volatility and commodities: WTI crude is up 0.95 percent and gold is up 0.07 percent.
L&T Offshore unit wins large offshore order from ONGC up to ₹5,000 crore. Eurowag reports 1H pre-tax profit of EUR 8.4M. Energean 1H pretax profit $178M.
US index futures: S and P futures is up 0.07 percent, Nasdaq futures is up 0.12 percent, Dow futures is down 0.02 percent and Russell futures is down 0.06 percent.
Cross-asset desk update. US equities are mixed: S and P futures is up 0.07 percent, Nasdaq futures is up 0.12 percent and Russell futures is down 0.06 percent. In foreign exchange, the dollar is softer; the dollar index is down 0.08 percent, euro dollar is up 0.07 percent and dollar yen is down 0.34 percent. Volatility and commodities: WTI crude is up 0.92 percent and gold is down 0.21 percent.
US index futures: S and P futures is up 0.09 percent, Nasdaq futures is up 0.23 percent, Dow futures is down 0.02 percent and Russell futures is down 0.02 percent.
Cross-asset desk update. US equities are mixed: S and P futures is up 0.11 percent, Nasdaq futures is up 0.25 percent and Russell futures is down 0.02 percent. In foreign exchange, the dollar is softer; the dollar index is down 0.03 percent, euro dollar is up 0.09 percent and dollar yen is down 0.32 percent. Volatility and commodities: WTI crude is up 1.11 percent and gold is down 0.32 percent.
US index futures: S and P futures is up 0.06 percent, Nasdaq futures is up 0.14 percent, Dow futures is down 0.05 percent and Russell futures is down 0.08 percent.
Cross-asset desk update. US equities are mixed: S and P futures is up 0.06 percent, Nasdaq futures is up 0.15 percent and Russell futures is down 0.08 percent. In foreign exchange, the dollar is softer; the dollar index is down 0.04 percent, euro dollar is up 0.06 percent and dollar yen is down 0.3 percent. Volatility and commodities: WTI crude is up 1.13 percent and gold is down 0.41 percent.
US index futures: S and P futures is up 0.03 percent, Nasdaq futures is up 0.08 percent, Dow futures is down 0.06 percent and Russell futures is down 0.11 percent.
Cross-asset desk update. US equities are mixed: S and P futures is up 0.03 percent, Nasdaq futures is up 0.08 percent and Russell futures is down 0.11 percent. In foreign exchange, the dollar is softer; the dollar index is down 0.02 percent, euro dollar is up 0.05 percent and dollar yen is down 0.29 percent. Volatility and commodities: WTI crude is up 1.23 percent and gold is down 0.46 percent.
US index futures: S and P futures is up 0.06 percent, Nasdaq futures is up 0.18 percent, Dow futures is down 0.09 percent and Russell futures is down 0.1 percent.
Cross-asset desk update. US equities are mixed: S and P futures is up 0.07 percent, Nasdaq futures is up 0.21 percent and Russell futures is down 0.08 percent. In foreign exchange, the dollar is softer; the dollar index is down 0.01 percent, euro dollar is up 0.03 percent and dollar yen is down 0.21 percent. Volatility and commodities: WTI crude is up 1.45 percent and gold is down 0.42 percent.
US index futures: S and P futures is up 0.06 percent, Nasdaq futures is up 0.21 percent, Dow futures is down 0.09 percent and Russell futures is down 0.09 percent.
Cross-asset desk update. US equities are mixed: S and P futures is up 0.07 percent, Nasdaq futures is up 0.25 percent and Russell futures is down 0.06 percent. In foreign exchange, the dollar is softer; the dollar index is down 0.01 percent, euro dollar is up 0.03 percent and dollar yen is down 0.18 percent. Volatility and commodities: WTI crude is up 1.34 percent and gold is down 0.34 percent.
US index futures: S and P futures is up 0.06 percent, Nasdaq futures is up 0.2 percent, Dow futures is down 0.09 percent and Russell futures is down 0.08 percent.
Cross-asset desk update. US equities are mixed: S and P futures is up 0.06 percent, Nasdaq futures is up 0.21 percent and Russell futures is down 0.08 percent. In foreign exchange, the dollar is firmer; the dollar index is up 0.02 percent, euro dollar is up 0.03 percent and dollar yen is down 0.16 percent. Volatility and commodities: WTI crude is up 1.33 percent and gold is down 0.5 percent.
US index futures: S and P futures is up 0.07 percent, Nasdaq futures is up 0.23 percent, Dow futures is down 0.08 percent and Russell futures is down 0.02 percent.
Cross-asset desk update. US equities are mixed: S and P futures is up 0.06 percent, Nasdaq futures is up 0.18 percent and Russell futures is down 0.02 percent. In foreign exchange, the dollar is steady; the dollar index is unchanged at 0 percent, euro dollar is up 0.03 percent and dollar yen is down 0.14 percent. Volatility and commodities: WTI crude is up 1.38 percent and gold is down 0.48 percent.
US index futures: S and P futures is up 0.08 percent, Nasdaq futures is up 0.2 percent, Dow futures is down 0.05 percent and Russell futures is up 0.04 percent.
Cross-asset desk update. US equities are higher: S and P futures is up 0.07 percent, Nasdaq futures is up 0.17 percent and Russell futures is up 0.04 percent. In foreign exchange, the dollar is firmer; the dollar index is up 0.03 percent, euro dollar is up 0.03 percent and dollar yen is down 0.13 percent. Volatility and commodities: WTI crude is up 1.6 percent and gold is down 0.5 percent.
Cross-asset desk update. US equities are higher: S and P futures is up 0.02 percent, Nasdaq futures is up 0.06 percent and Russell futures is up 0.03 percent. In foreign exchange, the dollar is steady; the dollar index is unchanged at 0 percent, euro dollar is up 0.05 percent and dollar yen is down 0.1 percent. Volatility and commodities: WTI crude is up 1.61 percent and gold is down 0.76 percent.
US index futures: S and P futures is down 0.05 percent, Nasdaq futures is down 0.07 percent, Dow futures is down 0.07 percent and Russell futures is up 0.01 percent.
Cross-asset desk update. US equities are mixed: S and P futures is down 0.03 percent, Nasdaq futures is down 0.03 percent and Russell futures is up 0.01 percent. In foreign exchange, the dollar is softer; the dollar index is down 0.03 percent, euro dollar is up 0.05 percent and dollar yen is down 0.22 percent. Volatility and commodities: WTI crude is up 1.74 percent and gold is down 1.15 percent.
US index futures: S and P futures is down 0.09 percent, Nasdaq futures is down 0.08 percent, Dow futures is down 0.03 percent and Russell futures is up 0.04 percent.
Cross-asset desk update. US equities are mixed: S and P futures is down 0.09 percent, Nasdaq futures is down 0.08 percent and Russell futures is up 0.04 percent. In foreign exchange, the dollar is softer; the dollar index is down 0.02 percent, euro dollar is up 0.03 percent and dollar yen is down 0.33 percent. Volatility and commodities: WTI crude is up 1.73 percent and gold is down 1.05 percent.
SquawkNews LiveCast Briefs are informational market commentary, not investment advice. Facts may be corrected as verified information changes.