In Asian trade on Friday, USD/IDR reversed a three-day decline, trading near 18,180. Persistent foreign capital outflow risk is weighing on the rupiah and investor sentiment; the Jakarta Composite Index fell 1.29% to about 5,030, dragged by weaker US futures after Alphabet plunged overnight and renewed concerns over AI investment returns. Bank Indonesia said it will actively intervene in the spot FX market, in NDF and DNDF markets, and make targeted secondary-market purchases of government bonds

日本9月失業率 2.4%，預期2.50%，前值2.50%。

ANZ strategists Daniel Hines and Sony Kumari say the oil supply-demand balance is now more fragile than at the start of the Middle East conflict; any escalation after the US midterms would lift prices. Assuming no further escalation, ANZ raises its Brent year‑end forecast to $105/bbl from $95, citing persistent delivery constraints rather than an anticipated new geopolitical shock. Flows through the Strait of Hormuz have largely resumed, but transport efficiency is about 60% of pre‑conflict levels, keeping deliveries tight and making inventory rebuilds difficult. Strategic petroleum reserves have been drawn down and potential demand may be stronger than expected; global idle crude stocks cover roughly 41 days, down from about 45 days earlier this year. If supply improves, some demand suppressed by shortages, high freight rates and trade/refining bottlenecks could be released.