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Published: 2025-10-31T04:43:02.000Z

Asia Summary and Highlights 31 Oct

1

Tokyo October Headline CPI 2.8% y/y

Asia Session

The October Tokyo CPI has edged higher on all three items. Headline CPI grew from 2.5% to 2.8%, so as ex fresh food and ex fresh food & energy CPI. This continues to point towards choppy yet solid underlying inflation and remain supportive for BoJ's tightening moves after more political certainty. USD/JPY is trading 0.11% lower at 153.93.

Regional sentiment is sour on Friday, seems to be dragged by contracting manufacturing PMI in China. U.S. major equity indexes are performing individually while Nikkei led gains with more than a percent. AUD/USD is trading 0.10% lower at 0.6547, NZD/USD is trading 0.15% and USD/CAD is unchanged. Else, EUR/USD is up 0.07% and GBP/USD is up 0.04%.

North American session

The ECB left policy unchanged as expected though the statement was slightly more upbeat. EUR/USD having slipped from above 1.16 found a base near 1.1550 and edged up to around 1.1570, though this dip looked more like a correction in EUR/USD with EUR/GBP and EUR/CHF little changed. USD/JPY saw ,kittle movement but remained firm slightly above 154. Early pressure on equities saw USD/CAD move above 1.40 but this was not sustained. AUD/USD similarly found a base after a dip below .6550. 

 

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