AGP Executive Report
Last update: 7 hours agoRates & Bonds: US Treasury yields surged again, with the 10-year topping 5.12% and the 30-year near 5.44%, as inflation worries and hawkish Fed signals rattled global markets ahead of a Trump-Xi meeting. Housing: Albania’s housing price growth cooled in H1, while Bank of Albania data showed slower annual gains and mixed momentum by region. Malaysia Economy & Budget: An AmBank economist said Budget 2027 may target private consumption to offset weaker domestic demand, with a 3.3% fiscal deficit seen as realistic but sensitive to nominal GDP and oil. Halal Trade Push: Malaysia urged a shift from halal certification to becoming a “market-maker” for export-ready halal, while the Philippines brought 12 halal firms to MIHAS to find buyers. Malaysia IPO Watch: SLGC Bhd’s ACE IPO was oversubscribed (3.1x overall), with listing expected Oct 6 after Oct 2 allotments. EV Market Signal (Norway): BEVs hit 98.7% of registrations in August, with Chinese brands nearly doubling share to 21.4% as they gain traction in a tariff-free, cold-climate testbed. Aviation & Defense Forecasts: Multiple market reports pointed to continued growth in aircraft electrification and defense surveillance systems, including AEW&C and AWACS. AI/Prediction Markets: DeepBook launched a Predict feature on Sui for Bitcoin move bets with very short expiries, while regulators and lawmakers continue debating prediction-market rules. Corporate Moves: Veylo named new CMO and Chief Growth Officer to scale AI modernization sales to enterprise and government buyers. Retail Earnings: H&M beat earnings but guided to only ~1% September revenue growth, weighing on shares.
Note: AI summary from news headlines; neutral sources weighted more to help reduce bias in the result. Feedback is welcome. Please let us know if you have any comments or suggestions about the AGP Executive Report.