1. Fitch affirms "A" ratings and a stable outlook for the six major state-owned banks, and upgrades its rating for the Chinese business environment.
2. The Fed's mouthpiece: The Fed's shift to a tightening cycle is precisely when "forward guidance" comes into play.
3. AI-driven market rally ends the longest stretch of widening global credit spreads in 20 months.
4. TD Securities: The US Treasury is expected to take initial steps to adjust the size of its Treasury auctions.
5. ING: Yield spread risks between French and German government bonds remain.
6. Deutsche Bank: The US Treasury has taken a step towards adjusting the size of future Treasury issuances.
7. Medium- and long-term large-denomination certificates of deposit are making a strong comeback, with some banks offering rates as high as 1.85%.
8. China Index Academy: Land reserve special bonds issued totaled 343.8 billion yuan in the first three quarters.
9. Report: Meituan launches a $1.2 billion dim sum bond issuance, attracting over $3 billion in subscriptions.
10. Third-quarter reports of mutual funds have been released, with bond fund size reaching a record high. 11. The optimization of the bond market system continues, the market stabilization mechanism has been implemented, and cross-market interconnection is imminent.
12. Report: Banks plan to issue up to $21 billion in bonds for Broadcom's chip financing transaction.
