Japan 10-year government bond yield fell 5.5 bps to 3.025%.

China's Ministry of Finance said in its 1H 2026 fiscal policy implementation report it will prioritize tech-innovation supply and industry demand, using special funds and government investment funds to upgrade traditional industries and scale emerging and future industries. The ministry pledged fiscal support to expand and upgrade capacity in both producer and consumer services, improve the efficiency of tech-innovation spending, and step up support for key strategic sectors.

London Stock Exchange Group’s I/B/E/S shows Stoxx Europe 600 constituents’ Q3 profits are now expected to rise 21% YoY, up from last week’s 19.4% forecast, driven mainly by energy and materials and potentially the second-best showing in nearly 14 quarters. Ex-energy profits are forecast up 9.7% YoY; revenue is seen rising 10.6% YoY. Deutsche Bank said companies have largely been able to pass higher prices to customers, boosting sales, and that energy costs represent a smaller share of expenses than some market reports imply. Energy sector profits are projected to surge 115.9%—linked to recent US/Israeli actions involving Iran and a Ukrainian drone strike on a Russian refinery—while real estate profits are forecast to fall 71.5%. Investors will watch ASML and Ericsson results next week for clues on the broader earnings season.