04:40 STM 04:30 ET Q3 call: Demand strengthened further in Q3, with bookings rising sequentially and overall book-to-bill well above 2; all end markets were above 1, while communications equipment, computer peripherals and industrial were significantly above 2. Visibility improved, and demand continued to outpace supply across multiple product categories.04:01 SHEL CFO: Have seen early Q4 refining margins come down a bit from Q3 levels, but only seeing minor demand destruction04:24 (TW) Taiwan Central Bank (CBC) Sept Minutes: Decision to keep policy steady was not unanimous; two dissenters sought higher rate04:00 PRY.IT CEO: Sees no sign of critical delays or cancellations on demand from hyperscaler, data centres04:41 DANSKE.DK 03:30 ET Q3 call: Q4 revenue caution is concentrated in market-sensitive income, not core customer momentum. Management expects fees across the four core categories to increase q/q, but fixed-income fund performance fees should be well below the roughly DKK400M historical average, versus around DKK900M last year, following spread movements over recent months. Trading income should resemble Q3’s DKK397M if market conditions persist, with additional year-end seasonal activity weakness.04:40 CARLB.DK 04:30 ET Q3 call: China consumer sentiment remains subdued, with bad weather also weighing on Asian premium beer. Premium beer volumes declined 3% overall but grew mid-single digits excluding China; Tuborg was flat overall versus +4% excluding China.
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04:40STM 04:30 ET Q3 call: Demand strengthened further in Q3, with bookings rising sequentially and overall book-to-bill well above 2; all end markets were above 1, while communications equipment, computer peripherals and industrial were significantly above 2. Visibility improved, and demand continued to outpace supply across multiple product categories.
04:01SHEL CFO: Have seen early Q4 refining margins come down a bit from Q3 levels, but only seeing minor demand destruction
04:24(TW) Taiwan Central Bank (CBC) Sept Minutes: Decision to keep policy steady was not unanimous; two dissenters sought higher rate
04:00PRY.IT CEO: Sees no sign of critical delays or cancellations on demand from hyperscaler, data centres
04:41DANSKE.DK 03:30 ET Q3 call: Q4 revenue caution is concentrated in market-sensitive income, not core customer momentum. Management expects fees across the four core categories to increase q/q, but fixed-income fund performance fees should be well below the roughly DKK400M historical average, versus around DKK900M last year, following spread movements over recent months. Trading income should resemble Q3’s DKK397M if market conditions persist, with additional year-end seasonal activity weakness.
04:40CARLB.DK 04:30 ET Q3 call: China consumer sentiment remains subdued, with bad weather also weighing on Asian premium beer. Premium beer volumes declined 3% overall but grew mid-single digits excluding China; Tuborg was flat overall versus +4% excluding China.

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12:24 (US) Market Trading Hours Summary: As expected, Dec PCE runs hotter than CPI, Q4 GDP impacted by shutdown; Supreme Court strikes down IEEPA tariff powers
S&P 5007750.25 ▼0.73%EUR/USD1.11 ▲0.35%USD/JPY157.95 ▼0.21%GBP/USD1.33 ▲0.66%OIL--Gold4032.4 ▼16.36%