Hong Kong-listed port and shipping stocks jumped after choppy trading: COSCO Shipping Holdings (01919.HK) up nearly 7.5%, Orient Overseas International (00316.HK) up about 3.5%, COSCO Shipping Energy (01138.HK) and China Merchants Port (00144.HK) each up over 2%, Sinotrans (00598.HK) also higher.

预期中值+0.3%，前值+0.2% 1. 斯巴达：+0.2%、荷兰银行：+0.3%、法巴银行：+0.3%、美国银行：+0.3%； 2. 满地可：+0.3%、花旗集团：+0.3%、德商银行：+0.3%、五三银行：+0.3%； 3. 杰富瑞：+0.3%、汇丰银行：+0.3%、荷兰国际：+0.3%、摩根大通：+0.3%； 4. 劳埃德：+0.3%、高盛集团：+0.3%、瑞穗证券：+0.3%、摩根士丹利：+0.3%； 5. 穆迪分析：+0.3%、野村证券：+0.3%、牛津经济：+0.3%、日兴证券：+0.3%； 6. 法兴银行：+0.3%、渣打银行：+0.3%、斯蒂菲尔：+0.3%、道明证券：+0.3%； 7. 瑞银集团：+0.3%、裕信银行：+0.3%、丰业银行：+0.4%；凯投宏观：+0.4%； 8. 巴克莱：+0.4%、富国银行：+0.4%、潘森宏观：+0.4%、德意志银行：+0.4%；

Markets expect the ECB to keep the deposit facility rate at 2.50%. Whether the ECB signals further tightening at the December meeting will be a key driver for the euro and bond markets. Monitor pass-through of oil and gas costs into wages, services prices and core inflation. Movements in the French government bond market will inform whether the ECB judges prevailing financial conditions sufficiently tight to affect policy. Watch for any formal developments on Lagarde’s continuation or departure.