Asian equity markets extended their losing streak to four consecutive sessions, dragged lower by upward pressure on bond yields that made stocks less attractive to investors. The selloff was broad across major regional indices, compounding losses from earlier in the week. Markets are now holding their breath ahead of Nvidia's quarterly earnings report, which has become a key sentiment indicator for global risk appetite.
Rising bond yields compress equity valuations globally — when yields climb, stocks have to compete harder for investor capital, and that pressure doesn't stay contained to Asia. Nvidia's results carry outsized weight right now: a miss could ripple through tech-heavy indices like the Nasdaq, while a beat could reverse the recent pessimism and lift AI-exposed positions across portfolios.
Nvidia Q3 earnings report: after U.S. market close on the day of publication. Watch for guidance on AI chip demand and data center revenue. Also monitor U.S. 10-year Treasury yield daily — a move above recent highs would signal continued pressure on equities.
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