TREE NEWS update: Mainland Chinese A-share markets and Hong Kong are closed from Oct 1 to Oct 7, with the Stock Connect link shut. The session is heavy with data and central bank appearances: Japan’s September monetary policy meeting summary at 07:50 Beijing time, South Korean September exports at 08:00, euro-area, UK and US September manufacturing PMI finals through the day, and the US ISM manufacturing index at 22:00. ECB President Lagarde speaks at 21:30.
China A-shares and Hong Kong markets closed Oct 1-7; global PMI, central bank speakers on tap
With Stock Connect dark for the week, global PMIs and ISM manufacturing become the main reference points for anyone tracking China-linked risk, since onshore price discovery is simply unavailable. The euro-area, UK and US manufacturing finals plus Lagarde's appearance carry outsized weight when a major liquidity pool is absent, and South Korean exports offer an early read on regional trade demand. Whether the gap in onshore trading leaves offshore proxies more sensitive to these releases is the open question worth watching.
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