也门政府军：我们击退了胡塞武装在塔伊兹市东部前线“坎卜”地区发动的袭击。

美国商品期货交易委员会（CFTC）：截至11月3日当周，COMEX黄金投机者净多头头寸减少3,107手，至104,297手。COMEX白银投机者净多头头寸减少238手，至2,665手。COMEX铜投机者净多头头寸减少5,988手，至34,444手。

Crédit Agricole CIB notes the Bank of England hiked 25bp to 4% in November, with a sole dissenter seeking a larger move — a hawkish signal. The BoE raised inflation forecasts for this year and early next, upgraded 2026–27 growth forecasts and lowered its 2028 outlook. Governor Bailey indicated further tightening remains possible, while the Bank emphasised rates are already restrictive and this is not the start of a new hiking cycle. Markets still price additional hikes, keeping sterling among the higher-yielding G10 currencies, but UK rates markets have largely priced in three further hikes and much of the positive effect is reflected in the exchange rate. Near-term sterling upside will require continued upside surprises in UK data; focus next week on September GDP and speeches by Bailey and other officials.