German 30-year government bond yield fell to 3.608%, its lowest level since late July.

北京时间今晚21:30，美国10月非农报告出炉，这是中期选举后首份完整就业数据，也是12月议息前的一次关键检验。市场预期非农就业新增6.5万人，当前加息预期已从80%左右骤降至68.7%，这份报告是添上最后一块砖，还是让预期彻底泄气？届时行情波动恐放大，敬请留意风险，点击查看更多前瞻……

UBS strategists expect the Bank of England to raise rates again in February next year, lifting the terminal rate to 4.25% or higher. The Bank on Thursday updated its inflation forecast and projected inflation to rise to around 5% by mid-2027, signalling the prospect of further tightening. UBS says this implies at least one more 25bp hike and cannot rule out additional increases; LSEG data show markets have fully priced two cumulative hikes by mid-2027.