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Delayed 15 min · 15:40 GMT

FLASH

China industrial profits jump 14.4% in September on AI demand South Korea Q3 GDP grows 1.0%, triple the central bank’s forecast Wall Street lines up $63B to fund Broadcom AI chips for Anthropic Brazil’s Ibovespa crashes ~14% after Lula’s surprise runoff win Central banks' super week: Fed, ECB, BoJ seen holding; Canada may hike Moody’s spares France a downgrade as 10-year yield tops 5% Oil slips from six-month highs as Qatar mediates in Tehran China’s Fifth Plenum opens as AI exports mask weak home demand Lula wins, Brazil markets brace for shock sell-off; Tokyo Brazil ETF plunges ~15% Brazil votes today: Lula faces Flávio Bolsonaro in runoff

China industrial profits jump 14.4% in September on AI demand South Korea Q3 GDP grows 1.0%, triple the central bank’s forecast Wall Street lines up $63B to fund Broadcom AI chips for Anthropic Brazil’s Ibovespa crashes ~14% after Lula’s surprise runoff win Central banks' super week: Fed, ECB, BoJ seen holding; Canada may hike Moody’s spares France a downgrade as 10-year yield tops 5% Oil slips from six-month highs as Qatar mediates in Tehran China’s Fifth Plenum opens as AI exports mask weak home demand Lula wins, Brazil markets brace for shock sell-off; Tokyo Brazil ETF plunges ~15% Brazil votes today: Lula faces Flávio Bolsonaro in runoff

Intelligence

India: RBI may hike rates for the first time since cuts, decision on 7 Oct

With GDP growth strong, the RBI's monetary policy committee may raise the repo rate by 25 basis points, which would mean higher EMIs for Indian borrowers.

Market Signals | 1 October 2026

India: RBI may hike rates for the first time since cuts, decision on 7 Oct

The yields and bond rates are rising everywhere in the world. India's central bank follows suit, further buoyed by confidence in the domestic growth.

The yields and bond rates are rising everywhere in the world. India's central bank follows suit, further buoyed by confidence in the domestic growth.

The MPC meets from 5 to 7 October, with the repo rate at 5.25% after the August review. The RBI cut rates by 125 bps in 2025 and has held them through 2026. Inflation is at 4.82%, crude is near $107 and the rupee has weakened past 96 per dollar. Crisil expects one hike in October and possibly another in December.

With GDP growth strong, the RBI's monetary policy committee may raise the repo rate by 25 basis points, which would mean higher EMIs for Indian borrowers.