CFTC data for the week to Nov. 3: speculators cut net short positions in CBOT ultra-long-dated U.S. Treasury futures by 21,646 contracts to 361,932. Speculators cut net short positions in CBOT U.S. Treasury futures by 10,041 contracts to 9,097.

Nomura analysts led by Cindy Park say the KOSPI appears oversold after an 18% decline since August, trading near 5,400. They set a three‑month KOSPI target range of 7,500–8,000 to reflect macro and AI-related risks and kept a long-term target of 10,000 unchanged. Nomura flags AI investment, larger share buybacks and market reforms aimed at lifting corporate value as potential catalysts for a rebound.

汇丰控股(HSBC.N)：持续存在的安全风险与低库存使油价风险在极短期内偏向上行，直到2027年初新增绕行产能开始缓解原油紧张局面。