USDA raised 2026/27 corn production forecasts to 57 mln tonnes for Argentina (previously 55 mln) and 141 mln tonnes for Brazil (previously 139 mln).

美国10月未季调CPI 337.511，预期337.023，前值336.94。

Joe Saluzzi, partner and co-head of equity trading at Themis Trading, said US inflation running hotter than expected is forcing a market reassessment and has strengthened Fed tightening bets. He noted some Fed governors had signaled a possible 50bps hike by year-end if inflation stays high; Saluzzi called 50bps too large but said a 25bps move remains possible. The print underscores inflation’s persistence; as long as rates and inflation remain elevated, borrowing costs will stay under pressure, squeezing debt-reliant firms, denting earnings and eventually weighing on equity prices — sustained pressure could amplify downside for stocks.