HSBC forecasts 17–20% upside in China equities by 2026China President Xi to ramp up the pressure on Trump to abandon TaiwanTrump and Netanyahu near Gaza peace agreement, Hamas approval pending (Axios report)Fed speakers Monday include Waller, Hammack, Williams, Musalem, BosticECB speakers Monday include: Muller, Kazaks, Cipollone, Schnabel, LaneThe USD has lost ground in Asia trade to open the new FX weekBank of England Deputy Governor Dave Ramsden is speaking on Monday, September 29, 2025PBOC sets USD/ CNY reference rate for today at 7.1089 (vs. estimate at 7.1258)Heads up for BOJ Board Member Asahi Noguchi speaking Monday, September 29, 2025Trump administration weighs chip-linked tariffs on electronics to boost U.S. manufacturingCBA warn RBA path muddied as inflation risks rise. No cut this week, November cut in doubtTrump tweeting on gold: “highest quality 24 K Gold used in the … Best Oval Office ever”UK job ads drop as firms brace for weaker activity, surveys showRBNZ review says rate hikes curbed inflation, but earlier move may have helpedIraq resumes Kurdish oil exports to Turkey after 2½-year halt (oil opening lower Monday)Preview: Tesla’s Q3 sales expected midweek, seen around 450K tax-credit rush skews demandUBS says there’s a 93% chance of a recession in the US this yearWeekend data: China’s industrial profits rise 20% in August, reversing July declineReserve Bank of Australia policy meeting begins Monday, Statement is due TuesdayJapan leadership contender Takaichi drops hint she may renegotiate trade deal with the USMonday open levels, indicative FX prices, 29 September 2025OPEC will likely raise production by at least 137K bpd on Oct 5 – reportWhy non-farm payrolls are now a trading minefieldThe U.S. dollar slipped in Asia, pressured by expectations of further Federal Reserve rate cuts and growing concerns over a possible U.S. government shutdown. Major counterparts including the euro, sterling and yen advanced, while gold also pushed higher, aided by geopolitical jitters over the weekend.Looking ahead, key U.S. data releases this week include ISM PMIs and the September jobs report.Oil opened lower but later clawed back losses. Over the weekend, reports indicated OPEC+ is set to raise production quotas by at least 137,000 bpd at its October 5 meeting. Separately, Iraq resumed crude exports from its semi-autonomous Kurdish region to Turkey, reopening the Kirkuk–Ceyhan pipeline after two and a half years. The new arrangement between Baghdad, the Kurdistan Regional Government, and foreign producers will send 180,000–190,000 bpd to Turkey’s Ceyhan port, according to the oil ministry. Check out the post on comments from a leading contender for Japan’s leadership, hinting at a possible renegotiation of the US-Japan trade deal. Asia-Pac stocks:Japan (Nikkei 225) -0.69%Hong Kong (Hang Seng) +1.3%Shanghai Composite +0.13%Australia (S&P/ASX 200) +0.6% This article was written by Eamonn Sheridan at investinglive.com. Source: investinglive.com (Read Full Article)