JGB Futures Edge Higher, Tracking Gains in U.S. Treasury Market -- Market Talk

S. Treasury market. JGBs and Treasurys tend to move in tandem. "We anticipate that buying will be slightly dominant" today following Tuesday's pause in Treasury yields' rise, Mitsubishi UFJ Morgan Stanley Securities' fixed income strategists say in commentary.

Focus may also be on the BOJ's scheduled outright purchases today in three sectors of the JGB market including sovereign debt with tenors of more than 10-years and up to 25-years, the strategists add. 30 yen. 22 as gains in electronics and machinery shares offset losses in financial stocks. Hitachi Ltd.

7% lower. 52. 18 as of Tuesday's Tokyo stock market close. Investors are closely watching developments in the Middle East conflict, crude oil prices and bond yields.

S. stock gains overnight as concerns about borrowing costs ease. 1% at 70940 on the SGX. 18 as of Tuesday's Tokyo stock market close.

Investors are focusing on developments in the Iran conflict, crude oil prices and bond yields. 98 on Tuesday, closing above the 70000 threshold for the first time since July 1. com) 1934 ET - Asian currencies consolidate against the dollar in early trade, but may be aided by appetite for risk assets. "The S&P 500 rose to a fresh record high, supported by optimism around AI-related spending," CBA's Samara Hammoud says in a research report.

The overnight rise in equities has boosted risk sentiment, the international economics and currency strategist says. S. 6981, LSEG data show. com) 1928 ET - The recent G2E casino gaming conference in Las Vegas reinforces the view at Morgan Stanley that the earnings backdrop remains supportive for Australia-listed slots makers.

Reiterating an overweight rating on both Aristocrat Leisure and Light & Wonder, Morgan Stanley analysts say their meetings with casino operators, competitors and industry participants left them confident that the market leaders are positioned to take further share. They tell clients in a note that content remains the rivals' key competitive moat, pointing out that both are investing in proven franchises and extending properties across more products and channels. com) 1849 ET - Dicker Data's latest acquisition is viewed at UBS as an incrementally positive step despite its relatively small size.

8 million move for regional tech-solutions distributor Sektor Group helps develop its geographic expansion at an attractive acquisition multiple. They think the deal will be immediately accretive to EPS for the Australia-listed hardware and software distributor. With Dicker Data targeting southeast Asia, the UBS analysts want to see more evidence that Sektor can grow its revenues outside of Australia and New Zealand. 40 Australian dollars.

57 ahead of the open. com) 1838 ET - Sports Entertainment Group's regional expansion helps the sports media group secure a new bull at Bell Potter. Initiating coverage of the stock with a buy rating, analyst Michael Ardrey tells clients in a note that the Australian company's recent acquisition of New Zealand-based audio and ad platform MediaWorks brings opportunities for organic growth and above-target cost synergies. With a business that includes sports-talk radio, digital media and live events, Ardrey thinks Sports Entertainment can generate average annual Ebitda growth of 13% through fiscal 2029.

45 Australian dollars. 265 ahead of the open. S. tariffs didn't stop imports from rising last year thanks to a glut of spending on AI infrastructure and an early rush to import before tariffs took effect, according to an analysis from the Dallas Fed.

S. S. imports would decline sharply, Fed researchers say. S.

5% last year, they say. S. import growth would've likely been negative, the researchers say. com) 1547 ET - The global bonds selloff takes a break and Treasury yields edge lower ahead of Fed minutes.

The central bank is expected to hold rates this month, after raising them in September for the first time in three years. Inflation data coming next week could still change the outlook. An auction of three-year notes clears at the highest yield since 2006, as investors demand loftier returns to finance the government. The Treasury will auction $39 billion in 10-year notes tomorrow.

789%. S. farmers turned more pessimistic in September, thanks to higher input costs pressuring farmer's bottom lines. In the latest Ag Economy Barometer produced by Purdue University and the CME Group, farmer sentiment in September fell from 135 to 123.

More farmers surveyed in September expect their finances to be 'worse off' a year from now than 'better', although many farmers do see some bright spots on the horizon. "While higher costs and financial pressures are clearly shaping producers' views of current conditions, strong expectations for farmland values point to a more positive outlook for some aspects of the agricultural economy," says Michael Langemeier of Purdue's Center for Commercial Agriculture. 17 billion in September 2026--a near 400% increase year-over-year, says RedStone in a report. While the popularity of tokenized stocks is growing at an exponential rate, their utility remains fairly limited.

The firm says that most are traded in the form of perpetual futures on exchanges like Binance, and that the three-largest issuers of tokenized stocks don't allow holders any direct share ownership. Which is why tokens purporting to represent OpenAI stock or Anthropic shares have been publicly disavowed by both companies, which have announced IPOs but haven't started any roadshows. 6% to $86,260 in current trade. com) 1211 ET - Snap elections in Spain in November aren't expected to have a significant impact on Spanish government bonds, MFS Investment Management's Peter Goves says in a note.

"Spanish fundamentals are strong and Spanish politics is rarely a spread driver," the head of developed market debt sovereign research says. Furthermore, it appears that the Partido Popular (PP) could potentially form a workable majority with VOX--which would give Spain a majority government for the first time in several years, Goves says. "This would reduce uncertainty around passing a budget for example," he says. In addition, the PP is likely to be pro-business and pro-EU, which would also support spreads, he says.

081% as eurozone bond yields decline. com) (END) Dow Jones Newswires October 06, 2026 20:17 ET (00:17 GMT) Copyright (c) 2026 Dow Jones & Company, Inc. The statements in this document shall not be considered as an objective or independent explanation of the matters. Please note that this document (a) has not been prepared in accordance with legal requirements designed to promote the independence of investment research, and (b) is not subject to any prohibition on dealing ahead of the dissemination or publication of investment research.