The week ahead for Latin American markets is shaped by U.S. 10-year Treasury yields, which closed just above 5% after falling about 15 basis points, keeping funding conditions tight for high-carry currencies. Key domestic data include Brazil's mid-month IPCA inflation on Friday, ahead of the 25 October presidential runoff, and Mexico's retail sales, inflation and economic activity figures. China's GDP data on Monday will set the tone for commodity exporters, while Brent crude near US$110 a barrel supports exporters but keeps global rate concerns alive. As of 18 October, Polymarket priced a Flávio Bolsonaro win in Brazil's runoff at 81.0% and Kalshi at 79.0%, with Lula at 19.5% and 20.0% respectively.
Summary written by Upside AI from the original article. Read the source for full details.
Read the original on riotimesonline.com ↗
Keywords
Open a keyword to see other news on the same topic.
Related news
- Asian stocks slip , Wall Street and bonds benefit from oil dip
Asian share markets mostly slipped Monday on worries about AI's huge funding needs, though Chinese data beat forecasts, with third-quarter GDP growing 4.5% and retail sales up 1.1%. Indonesia's stock index fell 5% to its lowest since 2020 after MSCI said it was considering moving the country from emerging-market to 'standalone' status. Oil fell after Trump waived some Russia sanctions, with Brent down 1.8% to $107.83 a barrel and the 10-year Treasury yield dropping 4 basis points to 5.0525%. The yuan strengthened to 6.6828 per dollar, its firmest since July 2022, while the euro dipped toward its 16-month low. Investors are awaiting this week's earnings from Meta, Tesla and other companies.
- Domestic Yields Rise While Long - End Finds Support Amid Global Volatility
PGIM India Mutual Fund expects the MPC to begin rate hikes in October, with a total of 50-75 bps by the end of FY2027, and sees the 10-year bond yield trading between 6.95% and 7.25% in the near term. The 10-year yield closed the week at 7.06%, up 2 bps, while the 5-year yield rose 15 bps as the RBI conducted INR 50,000 crore of OMO. Brent crude spiked above USD 109/bbl intra-week before ending at USD 103.87/bbl, and the RBI continued FX intervention as outflows from debt and equity persisted. The trade deficit narrowed to USD 27 billion in August from USD 32 billion in July, while the current account deficit is expected near 1% in FY2027 depending on crude prices. CPI inflation is expected at 5.50% next month, with a risk of broad-based price rises if crude stays above USD 100/bbl.
- Roaring exports lift China economic growth ; violent French protests put pressure on euro , stocks and bonds – business live | Business
French government bonds and stocks sold off amid increasingly violent protests, adding pressure on the euro. The 10-year French yield rose as much as 8 basis points to 4.86%, while Germany's was flat at 3.41%, widening the spread to 145 basis points, its highest in two years. The CAC 40 fell nearly 1.3%, with Société Générale and BNP Paribas down 2.5% and 2.2%. Natixis CIB economists expect the French deficit to widen to 5.4% of GDP in 2026 and question the credibility of a €54bn savings plan for 2027, while Italy also saw cost-of-living protests, with clashes in Milan and lorry drivers blocking roads in the south.
- Canada moves closer to overtaking China as major holder of U . S . debt - Philippine Canadian Inquirer Nationwide Filipino Newspaper
Canada is becoming one of the largest foreign holders of U.S. Treasury securities, and a report from October 17 suggests it could overtake China to become one of the three largest foreign holders before 2028. U.S. Treasury data show Canadian-held Treasuries reached US$464.6 billion in August 2026, up from US$426.3 billion in July, while China's holdings fell to US$590.7 billion from US$618 billion, a gap of about US$126.1 billion. Japan and the United Kingdom remain the two largest holders. However, the figures reflect securities held through Canadian custody accounts, not necessarily by Canadian investors, and there is no conclusive evidence on how much of Canada's total is beneficially owned by Chinese entities. The article stresses that these holdings do not mean the Canadian government is directly lending hundreds of billions of dollars to Washington.
- Russia says it will supply 39 billion cubic meters to neighbour Vietnam
Russian Deputy Prime Minister Alexander Novak said Russia expects to deliver 39 billion cubic meters of gas to China via the Power of Siberia pipeline this year, more than the main contract, and the two sides agreed to raise supply to 44 billion cubic meters. He said the first Russian oil tanker bound for world markets, linked to a diesel-related deal with the US, had left the Arctic port of Dikson, and that Moscow faces no problems selling oil. Novak said the market is short 4-6 million barrels per day, keeping prices high and potentially pushing them higher if the Strait of Hormuz situation does not improve. He added that if Persian Gulf supply resumes, the market could rebalance within one to one-and-a-half years, while strategic oil reserves are nearly exhausted.
- Dalal Street Week Ahead: Jio IPO, Q2 earnings, China GDP, oil prices, PMI flash numbers among 10 key factors to watch
Related markets
Latest news
- Duong Son Ba Arrested, Hai Phong Thermal Power Loses Lawsuit and Must Pay VND 115 Billion to Partner
Hai Phong Thermal Power (HND) disclosed an appellate ruling in a coal supply dispute with Dan Ka Mineral, under which the court accepted the plaintiff's appeal and ordered the company to pay nearly VND 115 billion, including a coal price difference of over VND 80.15 billion and interest of over VND 34.65 billion. The dispute stems from a 2021 contract, with disagreement over price adjustments after global coal prices rose sharply in 2022. Duong Son Ba, the company's general director, was arrested on 21 May 2026 over alleged forgery of documents of an agency or organisation, and the board dismissed him from the post on 13 October, with no successor yet announced. In the first half of 2026, the company reported net revenue of nearly VND 6,081 billion, up 8%, and after-tax profit of over VND 508 billion, up nearly 25%.
- Iran threatens to use the 'father of all missiles' to strike adversaries' energy facilities
Major General Mohammad Reza Naqdi, senior adviser to the IRGC commander, said at a rally in Sari on October 18 that Iran has prepared the most advanced missiles and will respond to any aggression. He warned that energy infrastructure and investments belonging to powers Tehran deems aggressive in the region could fall within Iranian missile range. His remarks answered US President Donald Trump's threat to use the GBU-43/B MOAB, often called the 'mother of all bombs' and weighing about 14 tons, against Iran's energy infrastructure and nuclear sites. Naqdi said Iran also possesses these bombs, having seized some that failed to detonate in the 12-day war, and called Trump's impatience a 'public admission of defeat'.
- Strategy on verge of golden cross, just weeks after bitcoin flashed same bullish signal
Strategy (MSTR) is about to form a golden cross, when its 50-day average rises above its 200-day average, possibly as early as Monday, just weeks after bitcoin showed the same bullish signal. The company holds $69.81 billion in bitcoin, and its stock has had two earlier golden crosses followed by big rallies: from $15.57 in September 2020 to $127.29 by February 2021, a 717% gain, and from $25.29 on March 2, 2023 to a peak of $473.83 in November 2024, up 1,774%. The article stresses the signal is unreliable, though: since 1999 MSTR has had 19 golden crosses, and only 10 were followed by a higher price 12 months later, a 50% hit rate, with a median 12-month return of just 3.3%. The two worst cases, in 2001 and 2007, were followed by a 61% loss.
- Director of the HCMC Institute of Economics, Natural Resources and Environment: Four major corporations have raised plans to invest in Vietnam, but pulled back when asked about power capacity
At a seminar co-organized by Tien Phong newspaper and the HCMC Department of Construction on October 16, TS. Phạm Viết Thuận said the city should treat infrastructure as an integrated system rather than focusing only on transport. He argued that 11 main and 13 secondary infrastructure categories, including power, water drainage, industrial zones and logistics, need to be synchronized for the city to develop its economy. To address flooding, he proposed surveying 159 flood-prone points and building ecological lakes at major spots. He also noted that four large corporations had considered investing in Vietnam but withdrew when asked about grid power capacity. Department director Trần Quang Lâm said capital mobilization and land policy need further study, while traffic congestion, flooding and pollution remain the city’s top priorities.
- Live updates: Bitcoin tags $83,000 and slips back as chip stocks lead a rebound
Bitcoin climbed from an overnight low near $80,700 to just above $83,000 early Monday, then slipped back to about $82,400 as sellers stepped in, and was up 0.3% over 24 hours. The bounce followed tech stocks, with Nasdaq 100 futures up 1.1%, snapping a weeklong 5.5% selloff, and an ETF tracking chipmakers jumping 3%. WTI crude recovered to $98.55 after touching $96.72, as the U.S. warned citizens across 12 Middle East locations of possible flight cancellations and airspace closures, raising fears of fresh strikes on Iran and disruption at the Strait of Hormuz. In Europe, the Stoxx 600 fell 0.8% after protests in France. Bitcoin would need to move through $84,000, its ceiling on October 13 and 14, to signal that the tech rebound is lifting it too.
- Americas Gold and Silver Corporation Announces Record Quarterly Silver Production and Sales of 800,458 Ounces Produced and 860,850 Ounces Sold
Americas Gold and Silver reported record third-quarter 2026 silver production of 800,458 ounces and record silver sales of 860,850 ounces. Production at Cosalá reached 415,879 ounces, up 23% quarter-over-quarter, supported by strong grades in the EC120 orebody. Year-to-date silver production totals 2.3 million ounces, in line with expectations, and the company remains on track to meet full-year 2026 guidance of 3.2 to 3.6 million ounces. At the Galena Complex, the company is advancing infrastructure projects including a paste fill plant and an upgrade of the No. 3 hoist to support higher future output. As of September 30, 2026, the company had cash of US$63 million and available liquidity of US$113 million.
Get the briefing on Telegram or Zalo
Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.