菲律宾经济部长：我们预计消费者支出不会很快强劲反弹。通胀仍处高位，11月通胀将继续面临挑战。随着财政和货币工具双双部署以锚定通胀预期，我们预计这些举措将改变消费者和企业的情绪。

Strong October US nonfarm payrolls and a slight fall in the unemployment rate have reinforced market bets on a December Fed rate hike, keeping the dollar bid and extending last week’s pullback in gold. After a 0.4% drop on Friday, gold is trading around $4,060/oz. Early-November US consumer confidence rose to a three-month high. Markets face another jobs report and a full slate of inflation releases before the December FOMC; persistently high energy prices are seen supporting headline inflation and prospects for further tightening. Vantage Global Prime analyst Hebe Chen says post-midterm volatility in gold reflects two opposing forces: sustained safe-haven demand versus a stronger dollar capping gains.

UK Maritime Trade Operations said on the 8th a tanker was struck by an unidentified projectile on the 7th at 20:20 local time (Beijing 04:20 on the 8th) while departing the Strait of Hormuz. The shipowner's security officer filed the report; all crew are safe and no environmental impact has been reported. Authorities are investigating. UKMTO urged transiting vessels to exercise caution and report suspicious activity.