Reserve Bank of Australia Governor Bullock said the AUD moves with interest-rate differentials and that pass-through to import prices is lagged.

BNP Paribas analyst William Bratton said a Democratic win in US midterms could weigh on Asia-listed AI-related stocks. A full Democratic victory would likely shift policy focus to AI safety, testing and industry standards, undermining AI sentiment; a strong Democratic showing could prompt markets to price in a 2028 “blue wave” and greater scope for stricter AI regulation. Given Northeast Asia’s large exposure to a US-led AI supercycle, this poses downside risk to the region’s tech equities. He added that with investor attention moving toward AI commercialisation, near- to mid-term corporate earnings will be the primary driver of Asian tech performance.

美国加州州长纽森：明天，我们将对美国历史上最腐败的总统作出裁决。（纽森所指为当地时间11月3日美国中期选举，意在呼吁选民通过投票表达对特朗普执政表现的不满。）