21:41:01   

US October CPI unexpectedly accelerated: headline CPI rose 0.4% MoM and core CPI (ex food and energy) rose 0.3% MoM. The Bureau of Labor Statistics did not publish a YoY inflation rate because data collection was disrupted during last year’s government shutdown. Two-year Treasury yields jumped after the release; the two-year is highly sensitive to shifts in Fed rate expectations. The print has pushed markets to price a higher probability of additional rate hikes next year.

21:40:58   

美国国务卿鲁比奥：目前伊朗似乎并不想现在达成协议。

21:40:54   

U.S. Secretary of State Rubio said Iran does not appear willing to reach an agreement at this time.

19:21:23   

The UK Debt Management Office sold £1.0bn of 5.375% 2056 gilts at an average yield of 5.540%, the highest for that maturity since the DMO began such auctions in 1998. Bids were 3.75x the issue size. The result underscores the pressure rising borrowing costs are placing on public finances.

19:21:20   

Huaan Nasdaq ETF to be halted from market open on 11 Nov 2026 until 10:30 a.m. that day.

19:21:16   

纳指ETF广发将于2026年11月11日开市起至当日10:30停牌。

19:21:13   

GF Nasdaq ETF will be suspended from market open on 11 November 2026 until 10:30 that day.

19:21:09   

纳指ETF嘉实将于2026年11月11日开市起至当日10:30停牌。

19:21:05   

China-listed Harvest Nasdaq ETF will be suspended from market open on Nov. 11, 2026 until 10:30 a.m. Beijing time.

19:21:02   

纳指ETF易方达将于2026年11月11日开市起至当日10:30停牌。

19:20:59   

E Fund Nasdaq ETF will halt trading from market open on Nov. 11, 2026 until 10:30.

19:20:55   

纳斯达克100ETF招商将于2026年11月11日开市起至当日10:30停牌。

19:20:52   

China Merchants Nasdaq-100 ETF will be suspended from market open on Nov 11, 2026 until 10:30 that day.

19:20:48   

欧盟批准大众汽车收购Europcar。

19:20:44   

European Commission approves Volkswagen's acquisition of Europcar.

19:20:07   

富国银行：将英伟达(NVDA.O)目标价从315美元下调至300美元，同时维持“增持”评级。

18:11:30   

ECB executive board member KAZAKS said 2027 inf could be well above 4%.

18:11:24   

欧洲央行管委卡扎克斯：欧洲央行无需放缓或停止量化紧缩政策。

18:11:19   

ECB governing council member KAZAKS said the ECB need not slow or stop quantitative tightening (QT).

18:11:14   

美联储理事沃勒：我们至少需要收回此前三次预防性降息。

18:11:09   

Fed Governor Waller said the Fed needs to reverse at least the three earlier preemptive rate cuts.

18:11:03   

美联储理事沃勒：并非超级偏鹰，我们不想重创经济。

18:10:58   

Fed Governor WALLER said he is not super-hawkish and does not want to severely damage the economy.

18:10:54   

美联储理事沃勒：我们不会把利率提高150或200个基点。

18:10:47   

Fed governor Waller said the Fed will not raise rates by 150 or 200 bps.

17:00:18   

Zhengzhou Commodity Exchange said the first batch of sunflower seed oil futures contracts to begin trading on Nov. 12, 2026 — SO2705, SO2707, SO2709 and SO2711 — will carry a listing benchmark price of 10,000 yuan/ton.

15:50:56   

The dollar eased ahead of US CPI, which could affect Fed timing for any further hikes. Investors will watch whether a Middle East conflict-driven energy shock has broadened price pressures. Oil has pulled back recently on hopes of conflict resolution, but volatility remains elevated. A Wall Street Journal economist survey sees Oct headline inf MoM slowing to 0.3% from Sep’s 0.6% and core inf MoM to 0.2% from 0.3%. The DXY index was down 0.12% at 101.55.

14:40:36   

Houthi forces said in the early hours of the 10th (local time) that a Saudi-led coalition carried out airstrikes on multiple locations in Yemen’s capital Sanaa, including a gas plant north of the city and the Yemen Oil Company building on 60th Street in southern Sanaa.

13:31:28   

Nov 10 — China Gold Coin Group Ltd. warned that recent domestic and international macro factors have intensified precious metals price volatility. The company urged collectors and investors to adopt rational, stable allocations, recognise market dynamics, prioritise price‑volatility risk, avoid blind chasing or panic selling, and implement scientific risk controls for investment and collection positions.

13:31:23   

澳大利亚S&P/ASX200指数11月10日（周二）收盘上涨105.90点，涨幅1.17%，报9135.60点。

13:31:16   

Australia's S&P/ASX 200 index closed up 105.90 points, or 1.17%, at 9,135.60 on Tuesday, Nov. 10.

13:30:20   

A股半导体板块午后走高，乐鑫科技盘中创新高，富瀚微、瑞芯微涨停，星宸科技涨超15%，全志科技、清溢光电、恒玄科技、赛微微电、中科蓝讯、燕东微、龙迅股份、盛科通信涨超10%。

12:20:59   

On Nov 10, Ningbo‑Zhoushan Port's annual container throughput surpassed 40 mln TEU, marking a second consecutive year above the 40 mln threshold after first crossing it in 2025; the milestone was reached 22 days earlier than last year. The port now runs over 310 container services, linking more than 700 ports across 200+ countries and regions, and ranks second globally on the port connectivity index.

11:10:38   

cenc measured a magnitude-3.0 earthquake at 10:54 on Nov 10 in Feidong County, Hefei, Anhui (31.99°N, 117.60°E). Hypocenter depth 10 km.

10:00:18   

China A-share innovative-drug sector spiked intraday; Panlong Pharmaceutical hit the daily trading limit, while Longshen Rongfa, Xin Ganjiang, Tailong Pharmaceutical, Guilin Sanjin and Sanyuan Gene advanced.

08:51:46   

As of Nov 9, Shanghai Stock Exchange margin balance CNY1.1782 tln, up CNY9.354 bln from the prior session; Shenzhen Stock Exchange margin balance CNY1.0813 tln, up CNY2.715 bln. Combined margin balance CNY2.2595 tln, up CNY12.069 bln.

08:51:43   

Early on Nov 10 local time, loud explosions were heard in Riyadh, Saudi Arabia, and residents received air-raid alerts sent to mobile phones.

08:51:39   

沙特民防部门称利雅得的危险警报已解除。

08:50:57   

Saudi civil defense says danger alert in Riyadh has been lifted.

07:40:36   

Japan's September trade balance and the Bank of Japan's summary of policy board members' opinions from the October monetary policy meeting are due in 10 minutes.

06:32:28   

U.S. President Trump said Iran's manufacturing capacity has declined by about 85%, leaving it able to produce only a limited number of missiles and drones.

06:32:20   

美国总统特朗普：认为米勒将与民主党人相处融洽。

06:32:13   

President Trump said he believes Miller will get along well with Democrats.

06:32:02   

美国总统特朗普在白宫的讲话结束。

06:31:48   

Trump's speech at the White House has ended.

06:30:13   

特朗普已离开白宫新闻简报室，其带领美国UFC总裁进行了亮相，现场记者对特朗普这场临时发布会的提问非常积极。

05:21:38   

U.S. stocks closed higher on Monday, Nov. 9: Dow Jones Industrial Average +1,104.32 pts (+2.15%) to 52,390.05; S&P 500 +173.08 pts (+2.34%) to 7,549.94; Nasdaq Composite +673.71 pts (+2.74%) to 25,253.14.

05:21:33   

加拿大财政部长：加拿大调整关税减免措施，将对美关税的横向减免延长一年，至2028年6月30日。

05:21:27   

Canada's finance minister said Ottawa will adjust tariff relief measures, extending a tariff waiver on U.S. duties by one year to June 30, 2028.

05:21:22   

加拿大财政部长：加拿大关税减免将涵盖用于采矿、采石或油气开采的非钢铁商品。

05:21:16   

加拿大财政部长：加拿大正对加拿大市场供应短缺的特定进口商品给予定向关税减免。

05:21:10   

Canadian finance minister says tariff relief will cover non-steel goods used in mining, quarrying or oil and gas extraction.

05:21:04   

Canada's finance minister said Ottawa will grant targeted tariff relief on specific imported goods facing supply shortages in Canadian markets.

05:20:59   

美国众议院少数党领袖杰弗瑞斯：伊朗现在的实力比防长赫格塞思领导的“史诗级失败行动”开始之前还要强大。

05:20:48   

恐慌指数VIX收跌5.72点，报19.92点，创2025年4月14日以来最大单日跌幅。

03:00:52   

ANTHROPIC launched Claude Fable 5.2 and Claude MYTHOS 5.2, positioning them as models for the toughest technical challenges. The firm says both deliver material upgrades in programming, reasoning and vision capabilities and are framed as collaborative tools for large-scale projects.

03:00:46   

Anthropic：Fable 5.2和Mythos 5.2在我们评估的几乎所有能力上都优于Opus 5.5。测试者发现，它们比之前的Fable和Mythos模型沟通更清晰。输出速度比Fable 5.1和Mythos 5.1快30%。

01:51:27   

Russian Deputy Foreign Minister Ryabkov said Moscow has "no intention, no plan, and no reason" to attack European countries in the near, medium or longer term, but would be "forced to respond" if subjected to aggression. He said Russia expects European states will sooner or later be willing to enter dialogue with Moscow on principles of equal and indivisible security and pragmatic mutual understanding of interests.

01:51:22   

美国官员：我们希望看到对乌克兰的安全保障类似于北约。

01:51:16   

U.S. official says Washington wants security guarantees for Ukraine similar to NATO.

01:51:10   

Meta Platforms(META.O)：推出Muse Ember，这是我们最小、最高效的模型，专为复杂推理执行而设计。

01:51:05   

Meta Platforms (META.O) launched Muse Ember, its smallest, most efficient model designed for complex reasoning tasks.

01:50:58   

美国官员：我们希望找到办法，使北约-俄罗斯理事会更加有力。

00:41:52   

Russian presidential press secretary Peskov said it is too early to discuss whether Putin will attend the G20 summit in Miami or whether he might meet German Chancellor Merz there.

00:41:48   

U.S. 6-month Treasury auction on Nov 9: bid-cover ratio 2.92; prior 2.89.

00:41:45   

US 3-month Treasury auction through Nov. 9 — share allocated at the stop-out rate 79.03%, prior 64.28%.

00:41:40   

U.S. 3-month Treasury auction bid-cover ratio as of Nov 9 2.67, prior 2.88.

00:41:35   

US 6-month Treasury auction on Nov 9: share allocated at the stop-out rate 70.91% vs 49.23% previously.

00:41:31   

据以色列第12频道：以色列右翼反对派政党“以色列是我们的家园”党主席阿维格多·利伯曼（Avigdor Lieberman）与“雅沙尔”党主席、前以军总参谋长加迪·艾森科特（Gadi Eisenkot）会晤后，就下一届以色列议会议长人选达成一致，但双方尚未透露具体人选。

00:40:29   

欧盟委员会主席冯德莱恩：欧盟需要推动黑海海上安全中心投入运作。罗马尼亚和保加利亚正积极推进相关工作，欧盟已与保加利亚政府达成协议，将加快建设进程、制定明确时间表，并提供5000万欧元资金支持。

23:32:48   

According to Israeli broadcaster i24News, Turkey's intelligence chief said Qatar will host in Doha next week a meeting between U.S. Vice President Vance and Iran's Supreme National Security Council secretary Rezaei, calling it a good opportunity for a breakthrough in negotiations.

23:32:41   

据沙特官方媒体：沙特与阿曼外长强调需继续通过外交努力遏制地区危机。

23:32:34   

Saudi official media reported that Saudi and Omani foreign ministers stressed the need to continue diplomatic efforts to contain the regional crisis.

23:32:27   

埃及石油部：埃及与雪佛龙(CVX.N)签署海上天然气勘探协议。

23:32:20   

Egypt's Ministry of Petroleum says Egypt and Chevron (CVX.N) have signed an offshore natural gas exploration agreement.

23:32:12   

美联储古尔斯比：大问题一直出在通胀方面。

23:32:05   

美联储古尔斯比：就业和增长实际上相当稳定。

23:31:57   

GOOLSBEE: The main problem has consistently been inf.

23:31:48   

Fed's Goolsbee: employment and growth are actually fairly stable.

23:31:39   

美联储古尔斯比：我们必须正视通胀治理的失败。

23:31:32   

Federal Reserve's GOOLSBEE: We must acknowledge the failure to manage inf.

23:31:24   

美联储古尔斯比：开始看到服务业通胀抬头。

23:31:15   

Fed's GOOLSBEE says he is beginning to see services-sector inflation pick up.

23:31:05   

美联储古尔斯比：数据中心的情况看起来像传统意义上的经济过热。

23:30:51   

Federal Reserve Chair Goolsbee said data-center activity looks like traditional economic overheating.

23:30:32   

美联储古尔斯比：消费支出一直是增长的主要驱动力。

22:20:39   

墨西哥总统辛鲍姆：墨西哥10月新增161,077个正式工作岗位。

21:14:57   

At the night session open, China’s main futures contracts were mostly lower: fuel oil fell more than 6%, SC crude nearly 5%, low-sulfur fuel oil (LU) over 4%; methanol and LPG about 4% lower; polypropylene, propylene and benzene each down more than 3%. Shanghai gold rose over 1%.

21:14:51   

Canada national economic confidence index 50.8 as of Nov. 6, down from 51.0 previously.

21:14:42   

麦当劳(MCD.N)指定Uber(UBER.N)为14个国家的首选合作伙伴。

21:14:33   

McDonald's (MCD.N) designated Uber (UBER.N) as its preferred partner in 14 countries.

21:14:26   

金十图示：2026年11月09日（周一）投机情绪指数

21:14:13   

国际货币基金组织：尽管遭受冲击，丹麦经济仍持续扩张。丹麦增长风险偏向下行。

21:13:57   

IMF: Denmark's economy continues to expand despite shocks; growth risks skewed to the downside.

21:13:47   

美国天然气期货日内涨幅达3.00%，现报3.088美元/百万英热。

21:13:41   

U.S. natural gas futures gained as much as 3.00% intraday, trading at $3.088/MMBtu.

21:13:35   

Qatar official says reports on details of a US-Iran cooperation plan are inaccurate. The US and Iran are discussing agreement details with mediators.

21:13:26   

国际货币基金组织：中东冲突是丹麦面临的关键风险。预计丹麦通胀率到2026年底将升至约2.5%。

21:13:16   

IMF says Middle East conflict is a key risk to Denmark and expects Danish inflation to rise to about 2.5% by end-2026.

21:12:20   

意大利总理梅洛尼的盟友表示，意大利针对富人征收的离境税需要进行修订。