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Auckland, New Zealand Local 10:00 · Fri · working now Friday's open in Auckland is digesting a split global tape: Thursday's NZX 50 still closed up 0.1% at 13,691.85 on Fisher & Paykel Healthcare and gentailers, but overnight US tech sold off sharply—the Nasdaq Composite fell about 1.5% in late trading after reports OpenAI's annualised revenue near $50 billion trailed earlier $70 billion targets, hitting Nvidia and Intel. Brent crude held near $104 after President Trump ruled out Iran strikes before the 3 November midterms, while Australia's Firmus Technologies IPO may pivot to a private round after a difficult bookbuild, keeping regional AI-infrastructure listings in focus ahead of the ASX.
NBR · NBR
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New York, United States Local 17:00 · Thu · working now New York's tape turned on geopolitics, tech, and the calendar: Brent rallied past $105 on strike speculation, then eased toward $103 after President Trump pledged no Iran attacks before the 3 November midterms, yet crude still finished sharply higher. Equities trimmed morning losses only partly—the S&P 500 was down about 0.7% in late trading and the Nasdaq about 1.5% as reports that OpenAI's revenue run-rate trailed earlier targets hit chipmakers—while initial jobless claims at 197,000 and hawkish September FOMC minutes keep multiples tied to energy inflation and Treasury yields that eased toward 5.24% only after Trump's post.
NBC News · NBR · AP News
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Toronto, Canada Local 17:00 · Thu · working now Toronto trades the same oil-duration knot as New York with a domestic bank tilt: TSX composite futures remain pressured after Wednesday's 1.7% slide to 35,041.86 as Brent clears $105 and US 10-year yields hold above 5.3%. Energy producers catch a bid from crude while Big Six lenders still price at least one Bank of Canada hike by year-end alongside tighter US financial conditions.
Globe and Mail · CNBC
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Bogotá, Colombia Local 16:00 · Thu · working now Bogotá's Wednesday COLCAP drop of 2.09% to 2,534.92 still frames the Andean session as Brent's afternoon surge above $105 reprices imported inflation and peso weakness toward 3,239 per dollar. September CPI at 6.29% year on year keeps Bancolombia and Ecopetrol under pressure alongside regional financials, reminding desks that Colombian beta still tracks global oil and US yields.
La República · AFP
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Mexico City, Mexico Local 15:00 · Thu · working now Mexico City's September CPI print at 3.45% year on year—below consensus—and core at 3.75% still anchor Banxico on hold at 6.50% ahead of the 5 November meeting. The IPC's 1% Wednesday drop on global risk-off already priced Brent above $105, so the afternoon question is whether softer inflation can offset US yield pressure on nearshoring multiples and the peso near 17.98 per dollar.
El Financiero · Bloomberg Law
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Chicago, United States Local 16:00 · Thu · working now Chicago's pits are printing macro volatility: CME Group's Q3 average daily volume hit 29.4 million contracts, up 16% year on year, while Brent's push past $105 lifts energy and ag hedging even as equity index futures slip. Claims at 197,000 offer a steady labor read but the 10-year yield near 5.32% keeps duration the dominant factor for airline and industrial hedges tied to the Midwest complex.
Seeking Alpha · CNBC
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Los Angeles, United States Local 14:00 · Thu · working now Los Angeles still lives the Skydance integration trade: SKYD fell about 7% after the Warner Bros. close as debt near $80 billion spooked equity investors, while co-CEOs pitched vertical wins on CNBC Thursday morning. Brent above $105 adds jet-fuel and production-cost anxiety across Hollywood and the port complex even as US indices trim losses after Trump's midterm strike pledge.
CNBC · Variety · NBC News
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San Francisco, United States Local 14:00 · Thu · working now San Francisco's late session is again duration versus AI: the Nasdaq Composite fell about 1.5% after reports OpenAI's annualised revenue near $50 billion lagged earlier $70 billion targets, dragging Nvidia and Intel even as Brent eased from $105 after Trump ruled out Iran strikes before the midterms. Fed minutes still cite AI infrastructure borrowing as an inflation risk, and Vice President JD Vance's pause on a tech immigration programme adds a policy layer to Bay Area hiring models.
NBR · Federal Reserve · Yahoo Finance
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Frankfurt, Germany Local 23:00 · Thu · after hours Frankfurt's DAX closed down 1.2% at 24,806.97 as Brent's 5% surge and firmer bund yields mirrored the US bond sell-off. European bank indices remain the pressure point—duration-sensitive lenders fell nearly 2% in the morning tape—while energy majors catch a bid from crude above $105. For ECB watchers the afternoon story is still energy-driven inflation risk against growth drag from higher financing costs.
AFP · swissinfo
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London, United Kingdom Local 22:00 · Thu · after hours London's cash market is done but the cross-asset knot still matters for the US open: the FTSE 100 closed down 0.2% at 10,441.60 while BP rose 4.1% and Shell 3.6% on Brent at $105.54. Gilts tracked US duration higher and the CMA's strengthened Google search-choice consultation closes Friday at 5 p.m. London—updated proposals would put AI assistants on Android and Chrome choice screens and require annual default resets.
AFP · GOV.UK
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Shanghai, China Local 05:00 · Fri · pre-dawn Shanghai's post-holiday close still frames the regional risk-off: the composite finished down 0.8% at 3,811.90 while the STAR 50's 4.8% chip unwind left semiconductors lagging oil and banks. With Brent having cleared $105 in New York trade and US yields parked near 5.32%, the overnight read from Shanghai is imported inflation and duration pressure rather than a domestic growth surprise.
AFP · China Finance
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Hong Kong, China (SAR) Local 05:00 · Fri · pre-dawn Hong Kong's cash session is closed but the Hang Seng's 1.4% drop to 23,785.79 still sets the tone for offshore China portfolios: mainland chip weakness and Brent's push past $105 outweighed Samsung's record third-quarter profit guidance. With the 10-year Treasury yield up four basis points to 5.32%, HKEX-linked books remain biased toward energy and defensives over semiconductors.
AFP · swissinfo