乌克兰总统泽连斯基：我们将要求举行领导人会议，但不确定俄罗斯是否准备好。

US Labor Department: October headline CPI rose 0.4% MoM, down from September’s 0.6% but above consensus 0.3%. Core CPI rose 0.3% MoM, unchanged from September and also above forecasts. Gasoline prices did not decline materially; AAA reports average pump price $4.32/gal in October versus $4.34 in September, roughly 34% above pre‑conflict levels. Economists had expected gasoline would not add much to October’s headline print given the lack of a sharp drop. The key market question is the extent to which higher energy costs will continue to filter through the economy and push broader inflation higher. Energy‑sensitive sectors are already showing strain and large fuel purchasers are passing on costs; since energy jumped after the February outbreak of hostilities involving Iran, some economists warn wider pass‑through may still be ahead.

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.