Japan's September CPI rose 2.9% as expected, but yen weakened to 152.65. New PM Takaichi's stimulus plans pressure BOJ rate hike odds before Oct 29-30 meeting.
The Chinese stock market rebounded but remains far from its peak, with trade tensions and slowdown causing divergence; tech and industrial stocks stay strong.
Copper trades near $10,600/tonne with shrinking LME stocks whilst platinum faces an 850,000-ounce deficit in 2025. Both metals signal key market shifts.