据NewsNation，美国总统特朗普将于北京时间11月2日凌晨4时在爱荷华州杜布克举行集会，并于当天北京时间上午8时在堪萨斯州萨利纳举行第二场集会。美国副总统万斯将于11月3日选举前一天在俄亥俄州斯旺顿举行集会。

A survey of 19 economists found all expect the RBNZ to raise the official cash rate (OCR) by 25bp to 3.00% at the Dec. 9 meeting. Of 17 analysts asked about the subsequent move, 11 expect a further 25bp increase to 3.25% in next February, while six expect a hold. Economists differ on the OCR level in 2027: two expect it to remain at or below 3%, seven expect 3.25%, and eight expect the OCR to reach 3.5% or higher by the end of next year. The poll was conducted after the RBNZ unexpectedly left rates unchanged this week; swaps price roughly a 75% probability of a December hike.

Amazon spent more than $77 bln on property and equipment in Q3 as it accelerates data-center buildout to support AI services; the outlays drove a free cash flow outflow of $42.4 bln. Revenue rose 12% YoY to $201.9 bln; AWS sales growth accelerated for a sixth straight quarter while signs of slowing emerged in the core online business. The company expanded data-center capacity to increase enterprise compute supply and said in July that storage‑chip shortages could push 2026 capex to about $220 bln, above prior forecasts.