The White House: The agreement includes an additional $200 billion in South Korean investment committed under a memorandum of understanding related to strategic investment.

US Dollar: 1. Investment Company Institute (ICI): US government money market fund holdings increased to $5.623 trillion in October. 2. European financial stability officials discussed alternative mechanisms to the Federal Reserve's dollar liquidity support to reduce dependence on the US under Trump's administration. 3. International Monetary Fund: Pressures on the US economy are beginning to intensify. Fourth-quarter economic growth is expected to be lower than the previously forecast 1.9%, partly due to the government shutdown. 4. White House National Economic Council Director Hassett: Fourth-quarter GDP is expected to decline by 1.5% due to the government shutdown. An employment report (October non-farm payrolls) will be released, but the unemployment rate will not be published. There are not many reasons not to cut interest rates. 5. Federal Reserve – ① Daly: It is too early to say whether or not a rate cut will occur in December; he is open to the possibility. ② Musalaim: Policy is approaching neutral; room for easing is limited; caution is needed. ③ Hawkish official Hamak: Current interest rates are virtually unlimited and need to be kept restrained to curb inflation; the neutral interest rate has been rising recently, and the weakening dollar has brought it closer to its "theoretical fair value." ④ Kashkari: Does not support an October rate cut; there are reasons for both a December rate cut and no cut. Euro: 1. German Ministry of Economic Affairs: Trade activity is widely expected to weaken significantly in 2026. 2. Market news: Croatia will support Vujcic, a member of the ECB Governing Council, in his bid for the position of Vice President of the ECB next year. 3. ECB Governing Council member Nagel: Any ECB president should be qualified to succeed ECB President Lagarde. 4. The German Budget Committee approved the 2026 budget, paving the way for parliamentary approval. The document shows that the total expenditure in the 2026 budget is €524.5 billion, including €58.3 billion in investment; the debt scale is €97.9 billion. Yen: 1. Japanese Minister of Economy, Trade and Industry, Shirouchi: A weaker yen will push up CPI through import costs. 2. Japanese Finance Minister Satsuki Katayama: The planned economic stimulus measures will align with the proactive fiscal policy of the Sanae Takaichi administration. 3. Japanese Prime Minister Sanae Takaichi: It is currently difficult to set a quantitative target for the minimum wage. The government's job is to create an environment that allows businesses to offer wages higher than the rate of inflation. Other: 1. The Central Bank of Peru kept its benchmark interest rate unchanged at 4.25%. 2. According to British media: The UK budget has undergone significant changes, with the Labour Party abandoning its plan to raise income taxes. 3. The minutes of the Chilean Central Bank meeting showed disagreement on interest rate cuts, with one member supporting discussions on a 25 basis point cut. 4. South Korean Finance Minister: Measures will be formulated to stabilize the foreign exchange market. Discussions will be held with exporters and pension funds to address the depreciation of the won. 5. South Korean Ministry of Trade: South Korea and the United States signed a memorandum of understanding on a $350 billion strategic investment. The two sides will select an implementation plan for the strategic investment by January 2029.

A-share military industry stocks fluctuated and rose, with Northern Longlong surging over 10%, Aerospace Development previously hitting the daily limit, Great Wall Military Industry rising over 7%, and Beihua Shares, Jieqiang Equipment, Chenxi Aviation and others following suit.