Asia Morning Call-Global Markets (updated)

Oil India

31/08/2026 21:31

Sept 1 (Reuters) - 
Stock Markets

Net Chng
Stock Markets

Net Chng
S&P/ASX 200**
9076
-16.3
NZX 50**
13917.3
149.12
DJIA**
53243.81
-316.18
NIKKEI**
66311.93
-93.63
Nasdaq**
26386.308
-16.115
FTSE**
10824.26
31.72
S&P 500**
7690.84
-20.92
Hang Seng**
25566.99
-17.8
SPI 200 Fut
8998
-26
STI**
5755.36
55.43
SSEC**
3986.298
34.119
KOSPI**
6820.02
31.14
 ----------------------------------------------------------------------------------------
Bonds

Net Chng
Bonds

Net Chng
JP 10 YR Bond
2.94
0.015
KR 10 YR Bond
10045.44
-29.65
AU 10 YR Bond
93.657
-0.142
US 10 YR Bond
99
-0.234375
NZ 10 YR Bond
96.0456
-
US 30 YR Bond
98.203125
-0.546875
 ----------------------------------------------------------------------------------------    
Currencies

Net Chng


Net Chng
SGD US$ 
1.2710
-0.0043
KRW US$ 
1367.32
-9.17
AUD US$
0.71640
0.00079
NZD US$
0.59145
0.00008
EUR US$
1.1616
1.1616
Yen US$
159.74
-0.3
THB US$ 
33.14
0.02
PHP US$
62.301
0.074
IDR US$
17710
25
INR US$ 
95.1625
-0.2075
MYR US$
4.0220
-0.008
TWD US$ 
31.688
0.059
CNY US$
6.7195
-0.0112
HKD US$
7.8383
-0.0011
 ----------------------------------------------------------------------------------------     
Commodities

Net Chng


Net Chng
Spot Gold
4451.79
-0.8799
Silver (Lon)
66.59
0.2365
U.S. Gold Fut
4,481.50
-48.4
Brent Crude
90.49
2.39
Iron Ore
752
4
TRJCRB Index
-
-
TOCOM Rubber
440.7
-0.8
LME Copper
14285
2.5
-----------------------------------------------------------------------------------------  
** indicates closing price 
All prices as of 1953 GMT

EQUITIES

GLOBAL - Bond yields rose and stocks fell on Monday as oil prices jumped with a resumption of military clashes between the U.S. and Iran adding to worries about inflation.
MSCI's gauge of stocks across the globe .MIWD00000PUS fell 5.01 points, or 0.43%, to 1,148.15.
For a full report, click on MKTS/GLOB

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NEW YORK - U.S. stocks weakened on Monday with markets turning the page on a volatile month as a war-related price jump in crude revived inflation fears, raising the likelihood of tighter monetary policy.
The Dow Jones Industrial Average .DJI fell 306.71 points, or 0.57%, to 53,253.28, the S&P 500 .SPX lost 27.95 points, or 0.36%, to 7,683.81 and the Nasdaq Composite .IXIC lost 81.08 points, or 0.31%, to 26,321.34.
For a full report, click on .N

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LONDON - European shares fell on Monday as fresh U.S.-Iran military strikes drove oil prices and bond yields higher, though the benchmark STOXX 600 marked its fifth consecutive monthly gain.
The pan-European STOXX 600 .STOXX was down 0.6% at 651.1 points on the day, with trading volumes subdued as London markets were closed for a bank holiday.
For a full report, click on .EU

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TOKYO - Japan's Nikkei share gauge edged lower on Monday as rising expectations for central bank rate hikes weighed on risk sentiment.
The benchmark Nikkei 225 .N225 fell 1.97% to close at 65,096.63, recovering from an earlier plunge of as much as 2.37%.
For a full report, click on .T

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SHANGHAI - China stocks closed higher on Monday as a late rally in tech shares offset concerns over weak economic data and a slump in property stocks following Beijing's policy overhaul, while Hong Kong stocks ended flat.
The blue-chip CSI300 Index .CSI300 recouped early losses to end 0.4% higher, while the Shanghai Composite Index .SSEC rose nearly 1%.
For a full report, click on .SS

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AUSTRALIA - Australian shares were expected to open lower on Tuesday, with gold miners likely to see losses amid weak bullion prices as sentiment sours on inflation worries and a potential rate hike by the U.S. Federal Reserve.
The local share price index futures YAPcm1 fell 0.3%, a 96.3-point discount to the underlying S&P/ASX 200 index .AXJO close. The benchmark closed 0.2% down on Monday.
For a full report, click on .AX

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SEOUL - South Korean shares rose on Monday, led by gains in chipmakers, as investors awaited August trade data, while hawkish comments from Federal Reserve Chair Kevin Warsh that boosted U.S. rate hike expectations capped further gains.
The benchmark KOSPI .KS11 closed up 31.14 points, or 0.46%, at 6,820.02. 
For a full report, click on KRW/

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FOREIGN EXCHANGE

NEW YORK - The dollar edged lower on Monday in a relatively subdued session, as the futures market raised odds on a September interest-rate hike following last week's hawkish remarks from Federal Reserve Chairman Kevin Warsh.
The dollar index =USD, which measures the U.S. currency against six major peers, was down 0.24% at 99.43 after hitting 99.73 on Friday, its strongest since August 17.
For a full report, click on USD/

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CHINA - China's yuan strengthened on Monday, despite a rebound in the dollar triggered by hawkish comments from the U.S. Federal Reserve on Friday, as analysts say exporters likely took advantage of the bounce to settle dollar receipts.
The onshore yuan CNY=CFXS changed hands at around 6.7200 per dollar around noon, 0.1% firmer than the previous session’s close.
For a full report, click on CNY/

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AUSTRALIA - The New Zealand dollar edged higher on Monday as traders braced for a widely expected interest rate hike at home, while the Aussie was trying to recover momentum after a U.S. dollar induced setback.
The kiwi dollar NZD=D3 rose 0.2% to $0.5919, after slipping 0.6% on Friday to finish 1% lower last week. Across the Tasman, the Aussie AUD=D3 edged up 0.2% to $0.7170, having lost 0.5% on Friday to break an eighth-week winning streak.
For a full report, click on AUD/

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SEOUL - The won strengthened, while the benchmark bond yield rose.
The won was quoted at 1,370.1 per dollar on the onshore settlement platform KRW=KFTC, 0.69% higher than its previous close at 1,379.5. 
For a full report, click on KRW/

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TREASURIES

NEW YORK - U.S. Treasury yields rose on Monday after the U.S. and Iran renewed military attacks against one another and on lingering effects from Federal Reserve Chair Kevin Warsh's comments last week that the market viewed as hawkish.
The yield on the benchmark U.S. 10-year Treasury note US10YT=RR rose 3.6 basis points to 4.758% after earlier touching 4.768%, highest since January 15, 2025.
For a full report, click on US/

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LONDON - German and French long-dated government bond yields were at their highest levels in over 15 years on Monday as oil and natural gas prices rose and Federal Reserve Chair Kevin Warsh signalled rate hikes may be needed if inflation remains above target.
Germany's 10-year bond yield DE10YT=RR was up 5 basis points to 3.3233%, the highest since May 2011. France's 10-year bond yield FR10YT=RR rose 4.5 bps to 4.1729%, the highest since November 2008.
For a full report, click on GVD/EUR

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TOKYO - The two-year Japanese government bond (JGB) yield rose to a 31-year high on Monday amid rising bets on central bank rate hikes and an uncertain environment for debt auctions later in the week.
The two-year yield JP2YTN=JBTC, the one most sensitive to Bank of Japan policy rates, added 0.5 basis point (bp) to 1.730%, a level not seen since April 1995. 
For a full report, click on JP/
 

COMMODITIES

GOLD - Gold fell on Monday, hovering near a two-week low, as investors assessed growing expectations of a Federal Reserve rate hike following hawkish comments from Chair Kevin Warsh as a surge in oil prices further added to inflation concerns.
Spot gold XAU= fell 0.4% to $4,433.19 per ounce by 01:39 p.m. EDT (1739 GMT), having touched its lowest level since August 19 earlier.
For a full report, click on GOL/

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IRON ORE - Iron ore futures rose on Monday, supported by higher freight and oil costs, though surging coking coal prices squeezed steel mill margins and capped gains.
The most-traded January iron ore contract on China's Dalian Commodity Exchange (DCE) DCIOcv1 closed daytime trade 0.76% higher at 727 yuan ($108.18) a metric ton.
For a full report, click on IRONORE/

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BASE METALS - Shanghai zinc gained on Monday, supported by supply tightness outside China, to cap its best month since January.
The most-traded zinc contract on the Shanghai Futures Exchange SZNcv1 rose 1.66% to 26,710 yuan ($3,975.35) a metric ton by 0715 GMT. 
For a full report, click on MET/L

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OIL - Oil prices settled more than 2.5% higher on Monday after a resumption of military action between the U.S. and Iran rekindled market concerns about global supply disruption, as the conflict extended into its sixth month.
Brent crude futures LCOc1 settled up $2.39, or 2.71%, to $90.49 a barrel.
For a full report, click on O/R

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PALM OIL - There was no Malaysian Palm Oil report on Monday as markets in Malaysia were on a public holiday.
For a full report, click on POI/

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RUBBER - Japanese rubber futures eased on Monday as technical signals pointed to a possible correction after the contract's rally to multi-year highs, while Japanese equities inched lower as rising Bank of Japan rate hike expectations also weighed on sentiment.
The Osaka Exchange (OSE) rubber contract for February delivery JRUc6, 0#2JRU: was down 1.1 yen, or 0.25%, at 441.5 yen ($2.76) per kg.
For a full report, click on RUB/T

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 (Bengaluru Bureau; +91 80 6749 1130)