美国投资管理机构MissionSquare：科技板块不确定性或对美国国债收益率构成上限。投资者可能高估美联储加息意愿。

U.S. equities closed higher on Monday: Dow Jones Industrial Average up 2.15% at the preliminary close, S&P 500 up 2.34%, Nasdaq Composite up 2.74%. Notable movers: SK Hynix +5.5%, AMD +13%, NVIDIA -4.2%, Tesla +5.5%, Apple up just over 2%. The Nasdaq Golden Dragon China Index fell 1.33%; Alibaba down 3.7%.

New York Fed October consumer expectations survey: one-, three- and five-year inflation expectations held at 3.9%, 3.3% and 3.0% respectively. Mean probability that the unemployment rate will rise over the next year climbed to 45.3%, the highest since April 2020; personal probability of becoming unemployed over the next year rose to 13.9%. Probability of finding a job after unemployment rose to 46.5%, the highest since November 2025. Probability households will be unable to make minimum debt payments in the next three months rose to 13.8%, the highest since December 2025. Household income growth expectations fell to 3.0% and expected consumption growth to 5.3%.