北约秘书长吕特：英国达到北约支出承诺是值得欢迎的举措。

Preliminary shipping-tracking data show Saudi oil exports in October remain near wartime-high levels despite attacks on Saudi energy infrastructure and reports of increased Iranian strikes in the Strait of Hormuz. Vortexa estimates Saudi daily exports via east and west coasts at 6.5 mln b/d Oct-to-date versus a 6.6 mln b/d full-month average last month; Tankertrackers.com puts the Oct average at 6.99 mln b/d, back to pre-conflict levels; Kpler reports 5.4 mln b/d, below September. The divergence largely reflects tankers switching off satellite transponders/AIS to mask locations and reduce attack risk. Aggregate shipping data suggest Gulf oil flows are broadly recovering toward pre-conflict volumes.

Alessia Berardi, global head of macroeconomics and emerging markets strategy at Credit Agricole CIB Investment Research, said the Fed’s patience should not be read as complacency. In line with market pricing, Credit Agricole CIB expects the Fed to keep policy rates unchanged. Berardi noted the labour market has softened and market rates remain elevated, but the inf outlook is unchanged, so the Fed still needs to continue withdrawing accommodation.