Domestic News:
1. The Ministry of Foreign Affairs reminds Chinese citizens to avoid traveling to Japan recently.
2. The Ministry of Foreign Affairs: China is seriously concerned about Japan's recent military and security developments.
3. The Ministry of Commerce responds to the Dutch Minister of Economy's remarks regarding Nexperia: Extreme disappointment and strong dissatisfaction.
4. The State Administration for Market Regulation releases the "Guidelines for Anti-Monopoly Compliance of Internet Platforms (Draft for Comments)".
5. Tao Ling, Vice Governor of the People's Bank of China: Restrain "involutionary competition" in the financial industry and maintain reasonable profit margins.
6. The Shenzhou-21 manned spacecraft return capsule successfully landed; the Shenzhou-20 astronaut crew is in good condition.
7. The People's Bank of China: On November 17, it will conduct 800 billion yuan of outright reverse repurchase operations with a term of 6 months (182 days).
8. The Ministry of Commerce and three other departments issue a notice on further strengthening the management of used car exports: Strictly control the export of new cars under the guise of used cars. 9. National Bureau of Statistics: In October 2025, among 70 large and medium-sized cities, the sales prices of commercial residential buildings in cities of all tiers both declined month-on-month and year-on-year.
10. National Bureau of Statistics: In October, the value added of industrial enterprises above designated size increased by 4.9% year-on-year in real terms; total retail sales of consumer goods reached 4,629.1 billion yuan, an increase of 2.9% year-on-year.
11. Li Qiang chaired an executive meeting of the State Council: studying relevant work on deepening the implementation of the "two major" construction projects; deploying policies and measures to enhance the matching of supply and demand of consumer goods and further promote consumption, etc.
International News:
1. South Korea and the United States signed an agreement for South Korea to invest $350 billion in the United States.
2. The US government removed some agricultural products from the "reciprocal tariff" list.
3. The US-Switzerland trade agreement was basically reached, with a tariff rate of 15% on Switzerland.
4. The release dates for some backlogged US data have been confirmed; non-farm payroll data is still pending.
5. UK Chancellor of the Exchequer Reeves will freeze, rather than lower, the UK income tax threshold.
6. Russian Ministry of Defense: Russian forces launched a large-scale attack on Ukrainian military and energy facilities.
7. Sources: Samsung Electronics raised contract prices for server memory chips by up to 60% in November.
8. Affected by changing expectations of interest rate cuts, spot gold and silver continued to decline, with spot silver falling 4% intraday and spot gold once falling more than 3%.
9. US Trade Representative Greer: It's time to remove some tariffs on non-domestic products. Tariff reductions on bananas, coffee, and cocoa would be mutually beneficial.
10. Federal Reserve – ① Logan: It's difficult to support a December rate cut; providing more precautionary protection to the labor market through rate cuts is inappropriate. ② Governor Milan: Data supports a rate cut; the Fed should be more dovish. ③ Schmid: Further rate cuts could have a lasting impact on inflation; my concerns about inflation go far beyond tariffs.
