【2026年11月5日银行间外汇市场人民币汇率中间价】 美元/人民币报6.7156，下调（人民币升值）24点； 欧元/人民币报7.5243，上调200点； 港元/人民币报0.85601，下调1.9点； 英镑/人民币报9.0230，上调326点； 澳元/人民币报4.6898，上调232点； 加元/人民币报4.7909，上调104点； 100日元/人民币报4.2283，上调6点； 人民币/俄罗斯卢布报12.2459，上调358点； 新西兰元/人民币报3.7650，上调220点； 人民币/林吉特报0.60617，下调15.5点； 瑞士法郎/人民币报8.2030，上调343点； 新加坡元/人民币报5.2373，上调100点。

Norway’s central bank held the policy rate at 4.5% in an interim meeting, in line with market expectations, and reiterated it would raise rates again if necessary to curb inflation. The bank did not update economic forecasts or its rate path. Policymakers framed the pause as a hawkish hold amid a renewed global tightening cycle and an escalation of conflict involving Iran that is adding upside price pressure. The bank delivered its second rate hike this year in September and said borrowing costs may need to remain high for a period to return inflation to the 2% target. Norway’s mainland economy is still expanding, wage pressures are likely to ease only gradually, and a potentially more expansionary budget next year from the minority Labour government and its allies could further add to inflationary pressures.

JPMorgan analysts in a client note said global second-largest steelmaker ArcelorMittal is optimistic on the industry, a positive for European steel. ArcelorMittal’s Q3 results beat expectations. The company said EU protection measures, including higher tariffs on certain non-EU imports, are helping firms reset product pricing to offset elevated energy costs. JPMorgan described this as a "positive signal" for the European steel outlook through 2027, supporting steel spreads and a quarter-on-quarter recovery in corporate earnings despite a persistently high-cost environment.