Filipino Exports (Sep YY) 35.6% (Prev. 27.8%)
Newsquawk ·
Filipino Exports (Sep YY) 35.6% (Prev. 27.8%) Philippine trade prints of this size tend to be heavily base-effect and semiconductor-driven: electronics, principally chips and components, account for the dominant share of the country's export basket, so a YY reading at this level usually tracks the global tech inventory cycle more than domestic demand. The acceleration from the prior month's already elevated pace is consistent with the restocking phase that has historically lifted the whole North Asian and ASEAN electronics supply chain in sequence, which makes the regional read-across to Korean and Taiwanese shipments the more informative comparison. The peso's sensitivity to single trade prints has generally been limited; the currency and rates complex responds more durably when consecutive strong prints shift the current account trajectory and with it the central bank's tolerance for policy stance. Worth noting is that YY optics at this magnitude frequently flatter the underlying run rate, so the sequential and three-month trend is the cleaner signal. The follow-ons are the import side of the same release, which reveals capital goods demand, and the next central bank communication for any acknowledgement of external sector strength. 28 Oct, 21:50 Newsquawk Daily Asia-Pac Opening News - 29th October 2026 28 Oct, 12:06 US Broker Moves: ENPH and DYN downgraded at Oppenheimer; FFIV downgraded at Piper Sandler 28 Oct, 10:05 Otis Worldwide (OTIS) Q3 2026 (USD): Adj. EPS 1.05 (exp. 1.01), Revenue 3.9bln (exp. 3.85bln). Maintains FY26 guidance 26 Oct, 17:00 Newsquawk Daily US Earnings Estimates - 27th October 2026: KO, GLW, SPGI, BA, STX, V 26 Oct, 06:27 Newsquawk Daily European Opening News - 26th October 2026 Filipino Imports (Sep YY) 25.7% (Prev. 20.9%) 20 min ago Newsquawk Daily Asia-Pac Opening News - 26th October 2026 4 days ago Newsquawk Daily European Equity Opening News - 23rd October 2026 6 days ago PRE-MARKET AUSTRALIAN STOCKS NEWS: Whitehaven Coal (WHC AT) Q1 managed run-of-mine production rose 3% Q/Q to 11.0mln tons, equity sales of produced coal fell 5% Q/Q to 6.0mln tons 7 days ago Newsquawk Daily Asia-Pac Opening News - 23rd October 2026 7 days ago PRE-MARKET AUSTRALIAN STOCK NEWS: CSL names new CEO and faces class action; Fortescue Q1 sales hit by CMRG talks; Garda upgrades FY27 guidance on AUD 300mln portfolio sale Oct 21 US Market Wrap: Stocks gain as tech earnings begin Oct 21 Newsquawk Daily US Earnings Estimates - 22nd October 2026: BX, LMT, VLO, PG, UNP, WDC, NEM, SPOT Oct 21 US Market Wrap: AI jitters hit tech as Alphabet earnings disappoint; bonds rally 4 hours ago US Midterms (5 days out): Peltola campaign faces scrutiny over second “Dan Sullivan” on Alaska ballot; Democrats’ battleground early-vote lead narrows to D+6 8 hours ago US Equity Open: Software rout and Alphabet slump weigh on indices; Treasuries rally and metals slip 11 hours ago Caterpillar (CAT) Q3 Retail Statistics: Total Combined +22% (prev. +25%) 14 hours ago Caterpillar Inc. (CAT) Q3 2026 (USD): adj. EPS 7.20 (exp. 7.06), Revenue 20.7bln (exp. 20.76bln); operating margin 20.4%, adj. margin 20.6% 14 hours ago Newsquawk Daily US Opening News - 29th October 2026 15 hours ago EUROPEAN OPEN: Some of BP/ LN board favour breakup; DTE GY delays TMUS merger bid; STM profits up, sales outlook beats; VOW3 GY operating loss; ADS GY raises profit view; ABI BB Q3 volumes rise; GLE FP Q2 net income beats; AIR FP profit beat, sales miss 17 hours ago
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