{"id":7301,"date":"2026-10-26T07:00:00","date_gmt":"2026-10-26T07:00:00","guid":{"rendered":"https:\/\/lqhmarkets.com\/news-and-trade-ideas\/ai-concerns-central-bank-outlook-asia-markets-26-oct-26\/"},"modified":"2026-10-27T23:08:35","modified_gmt":"2026-10-27T23:08:35","slug":"ai-concerns-central-bank-outlook-asia-markets-26-oct-26","status":"publish","type":"post","link":"https:\/\/lqhmarkets.com\/news-and-trade-ideas\/ai-concerns-central-bank-outlook-asia-markets-26-oct-26\/","title":{"rendered":"AI Doubts Weigh on Chip Stocks, Central Banks in Focus as Oil Eases"},"content":{"rendered":"<p>Investors entering the European session face a cautious backdrop, with Asian markets exhibiting mixed performance. Dominant concerns center on the sustainability of artificial intelligence (AI) spending and its impact on the semiconductor sector. While Australia&#8217;s S&amp;P\/ASX 200 managed modest gains, supported by company-specific news and strength in materials and energy, other major Asian indices saw varied performance, with key chipmakers across the region notably lower. Oil prices eased on Monday, pulling back from recent six-month highs, although geopolitical tensions in the Middle East continue to provide underlying support. The Australian dollar traded near a month-high amid heightened expectations for a Reserve Bank of Australia interest rate hike, setting the stage for a busy week of critical inflation data and pivotal central bank policy meetings, including the US Federal Reserve, European Central Bank, and Bank of Japan.<\/p>\n<h2>Market Overview<\/h2>\n<p>The Australian S&amp;P\/ASX 200 benchmark edged higher on Monday, recovering from an early sell-off, as strength in materials and energy sectors helped offset broader caution. Meanwhile, other major Asian equity markets presented a mixed picture, with Japan&#8217;s Nikkei 225 and South Korea&#8217;s KOSPI both trading lower, reflecting concerns over the semiconductor industry. Hong Kong&#8217;s Hang Seng Index and China&#8217;s Shanghai Composite, however, posted marginal gains.<\/p>\n<p>Commodity markets saw Brent crude prices retreat from recent six-month highs, easing global inflation concerns slightly but remaining underpinned by ongoing geopolitical risks. In currency markets, the Australian dollar reached near a month-high, driven by expectations of a potential interest rate hike from the Reserve Bank of Australia next week. European equity markets in Frankfurt and London are in pre-market trading, with US stock futures also rising early Monday ahead of key economic events.<\/p>\n<h2>Markets<\/h2>\n<ul>\n<li><strong>S&amp;P\/ASX 200 (^AXJO):<\/strong> Closed up 0.17% at 8,809.90.<\/li>\n<li><strong>Nikkei 225 (^N225):<\/strong> Was trading down 0.19% at 62,573.95 as of approximately 2:40 pm Tokyo time.<\/li>\n<li><strong>KOSPI (^KS11):<\/strong> Was trading down 0.48% at 5,523.85 as of approximately 2:35 pm Seoul time.<\/li>\n<li><strong>Hang Seng Index (^HSI):<\/strong> Was trading up 0.60% at 23,230.99 as of approximately 1:40 pm Hong Kong time.<\/li>\n<li><strong>Shanghai Composite (000001.SS):<\/strong> Was trading up 0.03% at 3,691.40 as of approximately 1:40 pm Shanghai time.<\/li>\n<li><strong>Straits Times Index (^STI):<\/strong> Was trading down 0.41% at 5,399.95 as of approximately 1:40 pm Singapore time.<\/li>\n<li><strong>Brent Crude (BZ=F):<\/strong> Closed down 5.93% at $109.80.<\/li>\n<li><strong>WTI Crude (CL=F):<\/strong> Closed down 2.02% at $101.18.<\/li>\n<li><strong>Australian Dollar (AUDUSD=X):<\/strong> Closed up 0.14% at 0.7030.<\/li>\n<\/ul>\n<h2>What Drove Markets<\/h2>\n<p><strong>AI Spending and Semiconductor Sector Weakness<\/strong><br \/>\nA fresh sell-off in US technology shares on Friday, fueled by investor questioning over the returns on massive AI infrastructure investments, extended into Asian trading. Semiconductor stocks across Japan, South Korea, Hong Kong, and China notably declined. Japanese chipmakers Renesas Electronics and Tokyo Electron each fell more than 3% in intraday trading, according to Investing.com. Chinese chipmaker SMIC shares slipped 2.3% and Hua Hong Grace Semiconductor dropped over 5%, as reported by Investing.com. In South Korea, Samsung Electronics was trading 1.3% lower, while SK Hynix was reported to be up 1.8%, both according to Investing.com. Elon Musk stated overnight that SpaceX had closed a $US40 billion ($57 billion) debt deal to finance the chips it needs for its AI plans, the AFR reported. This sector weakness is front-of-mind ahead of upcoming quarterly results from major US tech companies and Asian chipmakers, which will be closely watched for evidence of sustainable revenue growth.<\/p>\n<p><strong>Impending Central Bank Decisions and Inflation Outlook<\/strong><br \/>\nA globally significant week for central bank policy looms, with the US Federal Reserve, the European Central Bank, and the Bank of Japan all scheduled to announce rate decisions. Fed funds futures trading suggests a 90% likelihood that US policymakers will hold interest rates at the current target range of 3.75% to 4%. However, Bank of America expects the Federal Reserve will raise rates by a quarter percentage point, describing it as a &#8220;heavy lift&#8221; move that would test Chair Warsh&#8217;s resolve, CNBC reported. In Australia, Wednesday&#8217;s quarterly inflation data is seen as a crucial input that may solidify market expectations for a fifth Reserve Bank of Australia cash rate hike next week, with money markets implying a 65% chance that the RBA will raise interest rates to 4.85% at its November 3 policy meeting. New Zealand&#8217;s central bank is also expected to raise rates. Separately, France\u2019s 10-year bond yield touched 5% last week for the first time since 2002. Moody\u2019s maintained its Aa3 credit rating and negative outlook on the nation, noting that a significant and sustained fiscal effort will be needed beyond the 2027 presidential elections to stabilize its public finances, CNBC reported.<\/p>\n<p><strong>Oil Price Volatility Amid Geopolitical Tensions<\/strong><br \/>\nBrent crude prices eased on Monday after climbing to six-month highs last week. The rally was initially spurred by reports of Houthi militant attacks targeting Saudi Arabian energy infrastructure, which intensified fears of global supply disruptions. Yemen\u2019s Houthi militants said they had targeted Saudi Arabia\u2019s main airport in Riyadh and oil facilities on Saturday, with Saudi authorities reporting the interception of additional missiles and drones, heightening fears of disruptions to global energy supplies, CNBC reported. However, traders are now balancing these supply-side risks against growing concerns that elevated oil prices could eventually lead to a destruction of demand.<\/p>\n<p><strong>Australian Market Dynamics and Company-Specific Catalysts<\/strong><br \/>\nThe S&amp;P\/ASX 200 recovered from an early sell-off to close marginally higher, buoyed by strength in materials and energy sectors even as oil prices retreated from their peaks. BHP Group rose 1.04%, Fortescue rallied 2.17%, and Woodside Energy gained 0.70%. Rio Tinto finished 0.23% higher, buoyed by overall sector strength. Investor caution persists ahead of domestic inflation data and global central bank announcements. The session also saw significant company-specific movements, notably Ingenia Communities climbing 6% after receiving an unsolicited cash takeover offer, according to the AFR. Telecommunications provider Tuas was the biggest index laggard, tumbling 30% on news that its subsidiary faces a fine or licence suspension by the Singapore watchdog, the AFR reported. CSL Limited declined 0.79% after its long-serving chairman announced his retirement. NextDC extended losses, down almost 2%, after its chief executive forfeited incentives following power delays and a profit downgrade, the AFR reported. BlueScope Steel rallied 3.4% after lifting its first-half profit guidance due to a stronger-than-expected performance from its North Star steelmaking operation, according to the AFR. Cochlear shed 3% despite affirming underlying full-year net profit guidance, while Mayne Pharma gained 1.6% after its earnings tumbled 52% in the first quarter, both reported by the AFR. Eagers Automotive jumped more than 6% after inking a binding deal to acquire the remaining 20% of its BYD electric car joint venture, and Challenger slipped 0.3% after rejecting an $11.80 per share buyout offer, deeming the bid an undervaluation, the AFR reported.<\/p>\n<h2>Assets Discussed<\/h2>\n<p>Source: Yahoo Finance<\/p>\n<table>\n<thead>\n<tr>\n<th>Instrument<\/th>\n<th>Code<\/th>\n<th>Close<\/th>\n<th>Move<\/th>\n<th>WoW<\/th>\n<th>YTD<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>ASX 200<\/td>\n<td>^AXJO<\/td>\n<td>8,809.90<\/td>\n<td>0.17%<\/td>\n<td>-0.40%<\/td>\n<td>0.94%<\/td>\n<\/tr>\n<tr>\n<td>Australian Dollar<\/td>\n<td>AUDUSD=X<\/td>\n<td>0.7030<\/td>\n<td>0.14%<\/td>\n<td>0.74%<\/td>\n<td>5.26%<\/td>\n<\/tr>\n<tr>\n<td>Brent Crude<\/td>\n<td>BZ=F<\/td>\n<td>109.80<\/td>\n<td>-5.93%<\/td>\n<td>0.23%<\/td>\n<td>80.74%<\/td>\n<\/tr>\n<tr>\n<td>DAX<\/td>\n<td>^GDAXI<\/td>\n<td>25,181.65<\/td>\n<td>-0.75%<\/td>\n<td>-1.72%<\/td>\n<td>2.62%<\/td>\n<\/tr>\n<tr>\n<td>FTSE<\/td>\n<td>^FTSE<\/td>\n<td>10,690.40<\/td>\n<td>-0.32%<\/td>\n<td>-1.76%<\/td>\n<td>7.43%<\/td>\n<\/tr>\n<tr>\n<td>WTI Crude<\/td>\n<td>CL=F<\/td>\n<td>101.18<\/td>\n<td>-2.02%<\/td>\n<td>-2.39%<\/td>\n<td>76.52%<\/td>\n<\/tr>\n<tr>\n<td>SpaceX<\/td>\n<td>SPCX<\/td>\n<td>147.49<\/td>\n<td>1.89%<\/td>\n<td>-3.07%<\/td>\n<td>-8.36%<\/td>\n<\/tr>\n<tr>\n<td>BHP<\/td>\n<td>BHP.AX<\/td>\n<td>55.62<\/td>\n<td>1.04%<\/td>\n<td>-4.10%<\/td>\n<td>21.55%<\/td>\n<\/tr>\n<tr>\n<td>Fortescue<\/td>\n<td>FMG.AX<\/td>\n<td>14.58<\/td>\n<td>2.17%<\/td>\n<td>-2.93%<\/td>\n<td>-34.15%<\/td>\n<\/tr>\n<tr>\n<td>Woodside<\/td>\n<td>WDS.AX<\/td>\n<td>33.09<\/td>\n<td>0.70%<\/td>\n<td>-0.81%<\/td>\n<td>39.86%<\/td>\n<\/tr>\n<tr>\n<td>Rio Tinto<\/td>\n<td>RIO.AX<\/td>\n<td>146.61<\/td>\n<td>0.23%<\/td>\n<td>-3.99%<\/td>\n<td>-0.73%<\/td>\n<\/tr>\n<tr>\n<td>CSL<\/td>\n<td>CSL.AX<\/td>\n<td>195.14<\/td>\n<td>-0.79%<\/td>\n<td>4.41%<\/td>\n<td>13.48%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2>What to Watch Next<\/h2>\n<h3>Economic Releases<\/h3>\n<ul>\n<li>2026-10-27 09:00 ET US \u2014 House Price Index (Aug)<\/li>\n<li>2026-10-27 16:30 ET US \u2014 API Crude Oil Stock Change (Oct\/23)<\/li>\n<li>2026-10-28 07:00 ET US \u2014 MBA Mortgage Applications (Oct\/23)<\/li>\n<li>2026-10-28 10:30 ET US \u2014 EIA Crude Oil Stocks Change (Oct\/23)<\/li>\n<li>2026-10-28 14:00 ET US \u2014 FOMC Economic Projections<\/li>\n<li>2026-10-28 14:00 ET US \u2014 Fed Interest Rate Decision<\/li>\n<li>2026-10-29 07:00 ET GB \u2014 BoE Interest Rate Decision<\/li>\n<li>2026-10-29 08:30 ET US \u2014 Core PCE Price Index MoM (Sep)<\/li>\n<li>2026-10-29 19:30 ET JP \u2014 Tokyo Core CPI YoY (Oct)<\/li>\n<li>2026-10-29 19:50 ET JP \u2014 Industrial Production (Sep)<\/li>\n<li>2026-10-29 19:50 ET JP \u2014 Industrial Production MoM (Nov)<\/li>\n<li>2026-10-29 23:00 ET JP \u2014 BoJ Interest Rate Decision<\/li>\n<li>2026-10-30 01:00 ET JP \u2014 Housing Starts YoY (Sep)<\/li>\n<li>2026-11-01 19:30 ET AU \u2014 Building Permits (Sep)<\/li>\n<li>2026-11-02 16:45 ET NZ \u2014 Building Permits MoM (Sep)<\/li>\n<li>2026-11-03 10:00 ET US \u2014 JOLTs Job Openings (Sep)<\/li>\n<li>2026-11-03 15:30 ET US \u2014 API Crude Oil Stock Change (Oct\/30)<\/li>\n<li>2026-11-04 05:00 ET EU \u2014 Core Inflation Rate YoY (Oct)<\/li>\n<li>2026-11-04 06:00 ET US \u2014 MBA Mortgage Applications (Oct\/30)<\/li>\n<li>2026-11-04 09:30 ET US \u2014 EIA Crude Oil Stocks Change (Oct\/30)<\/li>\n<\/ul>\n<h3>Corporate Earnings<\/h3>\n<ul>\n<li>2026-10-26 US \u2014 Cadence Design Systems, Inc. (CDNS) (After market close)<\/li>\n<li>2026-10-27 US \u2014 Baker Hughes Company (BKR) (After market close)<\/li>\n<li>2026-10-27 US \u2014 Boeing Co (BA) (Before market open)<\/li>\n<li>2026-10-27 US \u2014 Coca-Cola Co (KO) (Before market open)<\/li>\n<li>2026-10-27 US \u2014 Ferrovial (FER) (Time not confirmed)<\/li>\n<li>2026-10-27 US \u2014 NXP Semiconductors NV (NXPI) (After market close)<\/li>\n<li>2026-10-27 US \u2014 Paccar Inc (PCAR) (Before market open)<\/li>\n<li>2026-10-27 US \u2014 PayPal Holdings, Inc. (PYPL) (Before market open)<\/li>\n<li>2026-10-27 US \u2014 Seagate Technology Holdings PLC (STX) (After market close)<\/li>\n<li>2026-10-27 US \u2014 Sherwin-Williams Co (SHW) (Before market open)<\/li>\n<li>2026-10-27 US \u2014 Teradyne, Inc. (TER) (After market close)<\/li>\n<li>2026-10-27 US \u2014 Visa Inc. (V) (After market close)<\/li>\n<li>2026-10-28 US \u2014 Alphabet (GOOGL, GOOG) (After market close)<\/li>\n<li>2026-10-28 US \u2014 American Electric Power Company Inc (AEP) (Before market open)<\/li>\n<li>2026-10-28 US \u2014 Automatic Data Processing Inc (ADP) (Before market open)<\/li>\n<li>2026-10-28 US \u2014 Fortinet, Inc. (FTNT) (After market close)<\/li>\n<li>2026-10-28 US \u2014 GE HealthCare Technologies Inc. (GEHC) (Before market open)<\/li>\n<li>2026-10-28 US \u2014 Honeywell Aerospace Inc. (HONA) (After market close)<\/li>\n<li>2026-10-28 US \u2014 KLA Corporation (KLAC) (After market close)<\/li>\n<li>2026-10-28 US \u2014 Microsoft Corporation (MSFT) (After market close)<\/li>\n<li>2026-10-28 US \u2014 Old Dominion Freight Line, Inc. (ODFL) (Before market open)<\/li>\n<li>2026-10-28 US \u2014 O\u2019Reilly Automotive, Inc. (ORLY) (After market close)<\/li>\n<li>2026-10-28 US \u2014 T-Mobile US Inc (TMUS) (Before market open)<\/li>\n<li>2026-10-29 US \u2014 Alnylam Pharmaceuticals, Inc. (ALNY) (Before market open)<\/li>\n<li>2026-10-29 US \u2014 Amazon.com Inc (AMZN) (After market close)<\/li>\n<li>2026-10-29 US \u2014 Caterpillar Inc (CAT) (Before market open)<\/li>\n<li>2026-10-29 US \u2014 Dexcom Inc (DXCM) (After market close)<\/li>\n<li>2026-10-29 US \u2014 Gilead Sciences, Inc. (GILD) (After market close)<\/li>\n<li>2026-10-29 US \u2014 Intel Corp (INTC) (After market close)<\/li>\n<li>2026-10-29 US \u2014 Linde PLC (LIN) (Before market open)<\/li>\n<li>2026-10-29 US \u2014 Merck &amp; Co Inc (MRK) (Before market open)<\/li>\n<li>2026-10-29 US \u2014 Mondelez International Inc (MDLZ) (After market close)<\/li>\n<li>2026-10-29 US \u2014 Monolithic Power Systems Inc (MPWR) (After market close)<\/li>\n<li>2026-10-29 US \u2014 SanDisk Corporation (SNDK) (After market close)<\/li>\n<li>2026-10-29 US \u2014 Starbucks Corp (SBUX) (After market close)<\/li>\n<li>2026-10-29 US \u2014 Strategy (MSTR) (After market close)<\/li>\n<li>2026-10-29 US \u2014 Xcel Energy Inc (XEL) (Before market open)<\/li>\n<li>2026-10-30 US \u2014 Chevron Corporation (CVX) (Before market open)<\/li>\n<li>2026-10-30 US \u2014 Exelon Corp (EXC) (Before market open)<\/li>\n<li>2026-10-30 US \u2014 Regeneron Pharmaceuticals, Inc. (REGN) (Before market open)<\/li>\n<li>2026-11-02 US \u2014 Apple Inc. (AAPL) (After market close)<\/li>\n<li>2026-11-02 US \u2014 Diamondback Energy, Inc. (FANG) (After market close)<\/li>\n<li>2026-11-02 US \u2014 IDEXX Laboratories (IDXX) (Before market open)<\/li>\n<li>2026-11-02 US \u2014 Marriott International, Inc. (MAR) (Before market open)<\/li>\n<li>2026-11-02 US \u2014 Palantir Technologies Inc. (PLTR) (After market close)<\/li>\n<li>2026-11-02 US \u2014 Vertex Pharmaceuticals Incorporated (VRTX) (After market close)<\/li>\n<li>2026-11-03 US \u2014 Advanced Micro Devices, Inc. (AMD) (After market close)<\/li>\n<li>2026-11-03 US \u2014 Amgen Inc (AMGN) (After market close)<\/li>\n<li>2026-11-03 US \u2014 Astera Labs, Inc. (ALAB) (After market close)<\/li>\n<li>2026-11-03 US \u2014 Booking Holdings Inc. (BKNG) (After market close)<\/li>\n<li>2026-11-03 US \u2014 Keurig Dr Pepper Inc (KDP) (Before market open)<\/li>\n<li>2026-11-03 US \u2014 Shopify Inc. (SHOP) (Before market open)<\/li>\n<li>2026-11-03 US \u2014 Thomson Reuters Corp (TRI) (Before market open)<\/li>\n<li>2026-11-04 US \u2014 ARM Holdings PLC (ARM) (After market close)<\/li>\n<li>2026-11-04 US \u2014 AppLovin Corporation (APP) (After market close)<\/li>\n<li>2026-11-04 US \u2014 Datadog Inc (DDOG) (Before market open)<\/li>\n<li>2026-11-04 US \u2014 DoorDash, Inc. (DASH) (After market close)<\/li>\n<li>2026-11-04 US \u2014 McDonald&#8217;s Corp (MCD) (Before market open)<\/li>\n<li>2026-11-04 US \u2014 MercadoLibre, Inc. (MELI) (After market close)<\/li>\n<li>2026-11-04 US \u2014 QUALCOMM Incorporated (QCOM) (After market close)<\/li>\n<li>2026-11-05 US \u2014 Airbnb, Inc. (ABNB) (After market close)<\/li>\n<li>2026-11-05 US \u2014 Axon Enterprise, Inc. (AXON) (After market close)<\/li>\n<li>2026-11-05 US \u2014 Lumentum Holdings Inc. (LITE) (After market close)<\/li>\n<li>2026-11-05 US \u2014 Microchip Technology Inc (MCHP) (After market close)<\/li>\n<li>2026-11-05 US \u2014 Monster Beverage Corporation (MNST) (After market close)<\/li>\n<li>2026-11-05 US \u2014 Warner Bros. Discovery, Inc. (WBD) (Before market open)<\/li>\n<\/ul>\n<h3>Market Holidays<\/h3>\n<ul>\n<li>2026-11-03 JP \u2014 TSE (Japan): Closed \u2014 Culture Day<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Asian markets show mixed performance amid AI spending doubts and chip sector weakness. Central bank decisions loom, oil eases, and Australia eyes inflation data.<\/p>\n","protected":false},"author":3,"featured_media":7166,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"wrap_published_at_et":"2026-10-26T01:57:29-04:00","wrap_author_name":"","wrap_author_url":"","wrap_author_linkedin":"","wrap_reviewer_name":"","wrap_reviewer_url":"","footnotes":""},"categories":[38],"tags":[40],"class_list":["post-7301","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-market-wraps","tag-asia-close"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.7 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>AI Doubts Weigh on Chip Stocks as Central Banks Loom<\/title>\n<meta name=\"description\" content=\"Asian markets were mixed amid AI spending doubts and chip weakness. 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