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Home » Pole position and policy pivot
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Pole position and policy pivot

adminBy adminOctober 6, 2025No Comments3 Mins Read
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Singapore, Singapore – October 5: UK George Russell (63) Mercedes AMG Petronas F1 Team W16 leads Holland’s Max Burstappen. Mercedes and other fields started before Singapore’s F1 Grand Prix on October 5, 2025 in Singapore, Singapore on the Marina Bay Street Circuit.

Mark Thompson | Getty Images Sports | Getty Images

The weekend was set in every world.

In Tokyo, Takato Aso won the position of Paul at the Japanese political grand prix, becoming the first female leader of the Liberal Democratic Party to control and perhaps the country’s next prime minister.

Her attitude as an advocate of Abenomics, advocating a mix of government spending and financial stimuli, could already have attracted investors to twist the Bank of Japan’s rate hiking trajectory.

Meanwhile, the OPEC+ block has hit the gas pedal with a slight increase of 137,000 barrels per day since November. The move, which aimed to regain market share, placed around $65 per barrel of Brent futures.

In the US, Wall Street ended the week on a winning lap despite the state’s deceased stumbling late on Friday. It is now almost certain that they are hoping to cut the Fed rate later this month despite the government being shut down.

The closure has caused the Labor Department to suspend virtually all activities and blocked the Friday release of its September non-farm pay report.

To add to the uncertainty, Kevin Hassett, director of the White House National Economic Council, said if the closure stalls, a massive layoff for federal workers would be launched. About 750,000 federal employees can currently take unpaid leave daily, according to the Congressional Budget Office.

To close off the investors, it’s lighted out and we’ll be a new week.

Things you need to know today

Who is Aso Mah? Kochi is poised to become Japan’s first female prime minister during a period of economic tensions and tensions overseas, testing whether Japan is doubling its conservative, pro-Abenomics agenda that defined the past decade.

Nikkei Jump and Yen become weaker. Japan’s Nikkei 225 Index rushed more than 4% to hit a record high on Monday after Takato’s victory. The yen weakened by more than 1.72%, and temporarily hit a 150 psychological mark against the greenback before retreating. Within the state on Friday in the US, the market became more mixed and retreated in the afternoon after three major indices reached record highs.

US tech companies will suspend in India. Tech companies are delaying their decision to lease large data centres in India. This is volatile due to the sourness of the recent trade ties between New Delhi and Washington. New transactions at the data center have been pending for more than two months, sources told CNBC.

Foreigners see China again. As China seeks to seduce foreign capital amid a decline in inbound investment, global investors seeking country opportunities remain wary of more fundamental constraints.

(Pro) Are chip stocks going too far? Semiconductor inventory is in tears and ranks among the best performance this year. Group’s widely viewed gauge, the Vaneck Semiconductor ETF (SMH), surpasses the S&P500 by a large margin. But is it moving too far and too fast?

And finally…

The picture is a shop in the shape of a new Louis Vuitton cruise ship in Shanghai, China on June 28th, 2025.

Bloomberg | Bloomberg | Getty Images



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