The latest Market Talks covering FX and Fixed Income. Published exclusively on Dow Jones Newswires throughout the day.

0236 GMT - Asian currencies consolidate against the dollar in early trade. Market participants will focus on U.S. data, including August trade figures due later Tuesday, UOB's Global Economics and markets research team says in a note. The reading will offer further clues on the U.S. economy's health, they add. Investors will also keep a close watch on commentary from Fed officials, with markets looking for any new signals on the interest-rate outlook, UOB says. The U.S. dollar is flat at 157.93 yen and 0.1% higher at 1343.50 won, while the Australian dollar is steady at US$0.6968, LSEG data show. (amanda.lee@wsj.com)

0210 GMT - A 100bp rise in Malaysian government bond yields could reduce the banking sector's capital buffers by about 46bp, even after mitigating factors, RHB IB analysts David Chong and Tan Yenn Lynn say in a note. Bank Islam Malaysia, Alliance Bank Malaysia and Malayan Banking are expected to be more sensitive, while AMMB and Public Bank are better insulated, they reckon. Changes to bank capital rules should cushion much of the impact for some banks, while dividend reinvestment plans could help preserve capital, they say. RHB maintains a neutral rating on Malaysian banks, pegging AMMB, Malayan Banking and Hong Leong Bank as top picks. (yingxian.wong@wsj.com)

0201 GMT - Bitcoin edges lower in Asia, as markets await the next catalyst. "A quieter macro week might be just what cryptocurrencies need to make some more headway," says IG's Chris Beauchamp in a note. The focus now turns to the coming U.S. earnings season, he adds. Strong earnings would lift major U.S. stock indexes, boosting market liquidity and investor appetite for risk assets including bitcoin. Bitcoin is 0.1% lower at $85,704.25. (amanda.lee@wsj.com)

0150 GMT - Australian consumers have rarely been so gloomy, with a string of confidence measures showing the mood of households is deeply in the doldrums. The Westpac-Melbourne Institute consumer sentiment index fell 4.7% from the previous month to 80.4 in October, a level 20% below its long-run average. Falling house prices, rising mortgage interest rates and elevated inflation are behind the data. Still, the gloom isn't linked to mass layoffs and a weak job market. The data will likely weigh on the RBA's decision making at its policy meeting in November. (james.glynn@wsj.com; X @JamesGlynnWSJ)

0045 GMT - Long-term Japanese government bond yields are higher, tracking gains in U.S. Treasury yields overnight. Domestic yields are also supported by continued expectations for the Bank of Japan's rate increases aimed at mitigating upside risks in inflation. Investors are focusing on crude oil prices and any signs of rising inflation. Oil prices declined overnight as traders weighed a planned release of emergency oil and diesel stocks by the G-7 countries. The 10-year Japanese government bond yield is 2 basis points higher at 3.105%. (kosaku.narioka@wsj.com; @kosakunarioka)

0023 GMT - Japanese stocks are higher as concerns about higher energy costs ease following declines in crude oil prices overnight. Electronics and financial stocks are leading gains. Hitachi Ltd. is up 1.3% and Advantest is 2.0% higher while Tokio Marine Holdings is up 1.6% and Japan Post Bank is 1.2% higher. The dollar is at 157.86 yen, compared with Y157.79 as of Monday's Tokyo stock market close. Investors are closely watching any developments in the Middle East conflict, crude oil prices and bond yields. The Nikkei Stock Average is up 0.4% at 70251.44. (kosaku.narioka@wsj.com; @kosakunarioka)

2343 GMT - Japanese stocks may remain rangebound as concerns about higher borrowing costs offset enthusiasm over rising artificial intelligence-related demand. Nikkei futures are flat at 70175 on the SGX. The dollar is at 157.88 yen, compared with Y157.79 as of Monday's Tokyo stock market close. Investors are focusing on any developments in the Middle East conflict, crude oil prices and bond yields. The Nikkei Stock Average rose 2.4% to 69946.86 on Monday. (kosaku.narioka@wsj.com)

2143 GMT - Australian equities are poised to open higher with ASX 200 futures up 27 points or 0.3%. Local investors are taking their cue from another record-breaking session on Wall Street, where relentless momentum across technology and artificial intelligence infrastructure continues to outrun bond market headwinds, says NAB in a note to clients. A slide in Brent oil futures to $100 per barrel is providing additional relief, it adds. Big tech remains the primary engine of global market optimism, NAB says. (james.glynn@wsj.com; @JamesGlynnWSJ)

2133 GMT [Dow Jones]--Australian equities are poised to open higher with ASX 200 futures up 27 points, or 0.3%. Local investors are taking their cue from another record-breaking session on Wall Street, where relentless momentum across technology and artificial intelligence infrastructure continues to outrun bond market headwinds, says NAB in a note to clients. A slide in Brent oil futures to $100 per barrel is providing additional relief, it adds. Big tech remains the primary engine of global market optimism, NAB says. (james.glynn@wsj.com; @JamesGlynnWSJ)

1952 GMT - Treasury yields rise as markets expect the Fed to keep rates elevated while long-term inflation remains a concern. September ISM services PMI slows to 54.9 from 55.4, but it stays above the 50 mark, suggesting economic growth. August trade deficit is expected to widen to $102 billion from $88.6 billion, according a WSJ consensus. The Treasury will auction $58 billion in three-year notes tomorrow. The 30-year yield rises 0.035 percentage point to 5.664%, its highest settlement since May 2002. The 10-year yield adds 0.034 point to 5.310%, its highest close since April 2002. The two-year is little changed, at 4.831%. (paulo.trevisani@wsj.com; @ptrevisani)

1755 GMT - Treasury yields keep traveling higher, a symptom of the selling seen in bonds. This dynamic has many investors curbing the riskier investments that they make, which includes cryptocurrencies. That's why bitcoin can't manage to break out of where it's currently rangebound at, says analysts for Bitfinex in a note. America's mounting national debt is also a factor that is spooking traders, says the firm. The firm pegs its support target at $84,000, while resistance is expected to be within $87,000 and $90,000. Bitcoin falls 0.6% to $85,307, ethereum is down 0.2% to $2,700, XRP falls 0.8% to $1.49, and solana is down 1.2% to $119.81. Meanwhile, the 10-year Treasury yield is up 0.067 percentage points to 5.35%. (kirk.maltais@wsj.com)

1709 GMT - Fitch Ratings said North American theatrical exhibitors are being supported by improving box office trends and higher spending per patron. However, the sector's structural concerns remain key credit constraints, Fitch added. Structural headwinds including competition from streaming and dependence on film studios for content-supply. But fuller film slates and operating discipline are driving EBITDA growth and deleveraging, Fitch said. Premium large-format screens, attractive locations and strong concession economics put operators in a position to garner more revenue per visit, while smaller, less-well-capitalized operators, or those with inflexible cost structure, are more exposed to gaps in the slate, according to Fitch.