澳洲联储副主席豪泽：上次会议的委员会讨论非常活跃。

FT reports the diesel arrangement reportedly struck between Trump and Putin ahead of the US midterms is encountering disruption. Two tankers that had been bound for the US have diverted—one to Brazil, one to the Mediterranean—and a third remains en route to the US with buyer and discharge port unconfirmed. A sanctioned tanker has also sailed from Russia toward the US. The New Jersey governor has notified state port operators to refuse any tankers carrying Russian diesel under threat of severe penalties. Congressional Democrats and some Republicans have challenged the deal’s legality and urged its reversal. Kpler analyst Matt Smith says two Russian diesel cargoes have re-routed and a third may change course due to regulatory and sanctions risk. TORM CEO Jacob Meldgaard says operational barriers would hamper efforts to reintegrate Russian product even if US policy shifted. US diesel stocks have tightened below 100 mln barrels, the lowest in over 20 years.

Nov 5 — Chinese equities opened lower: Shanghai Composite down 39.6 pts (-1.07%) at 3,646.57; Shenzhen Composite down 118.88 pts (-1.05%) at 11,216.81; CSI 300 Index down 35.61 pts (-0.87%) at 4,065.72; ChiNext Index down 51.0 pts (-2.00%) at 2,493.73; Sci‑Tech Innovation Board 50 Index down 29.46 pts (-2.33%) at 1,236.01.