Taiwan Export Orders Break 42-Year Record as Auto Data Splits Europe

Tech Demand Sets New Heights

Taiwan's export order data, published by the Ministry of Economic Affairs, broke a 42-year record in September. Total orders reached NT$3,622.3bn, the largest September reading since the series began in 1984. That surpasses the previous September best of NT$2,137.7bn, set just a year earlier in 2025. The product-group breakdown tells the same story. Orders by product group hit $95,691m in September, also the highest reading since 1984, clearing the prior record of $84,274m. The scale of the move reflects the breadth of tech demand flowing through Taiwan's order books.

Inflation and Betting Revenue Pull in Different Directions

Canada's CPI data, from Statistics Canada, shows a different kind of record. The all-items index reached 170.0 in September, the largest September reading since 1914. The annual rate came in at 3.1%, the highest September rate in two years, up from 2.4% a year earlier. That is a material acceleration over a short period.

US sports betting data from state regulators tells a softer story. Pennsylvania's retail sportsbook handle fell 23% year-on-year in September to $31.2m, down from $40.4m. In Massachusetts, casino sportsbook gross revenue has fallen for three consecutive months, with the latest reading at $407,627. Australia adds another weak transport signal: September saw the smallest count of both sectors flown and sectors scheduled in two years, according to the Australian Bureau of Infrastructure.

European Auto Registrations to Watch Ahead of Earnings

Four major automakers report this week, and vehicle registration data tracked by ORTEX has a measured lead on their revenues. Austrian car registration data leads Kia revenue by 45 days. It is running 9% above the same quarter last year, with all three months of the quarter in. Dutch car registrations lead Mercedes-Benz revenue by 26 days with a strong fit. That series is running 6% below the same quarter last year, all three months in. Finnish registrations, a separate measured lead for Mercedes, are running 36% above a year ago.

For Volkswagen, Austrian registrations lead revenue by 18 days and are running 6% below a year ago. Renault's picture is mixed: Austrian registrations are up 6% year-on-year, while Dutch registrations are down 19%, both with all three months of the quarter captured. These are where the registration data points so far, not a forecast of the reported numbers.