路透調查：63位經濟學家中有54位預計，英國央行將在11月5日將基準利率上調至4.00%。（上一次調查中，65位經濟學家中有54位預計將維持利率不變）

Thursday Asian morning US Treasuries rallied across the curve: 10-year yield fell 4bps to 5.14%; the policy-sensitive 2-year also eased; 30-year, which had been heavily sold amid inflation and fiscal worries, declined as well. ITC Markets senior analyst Kit Lowe said the market has reverted to a safe‑haven pattern of buying sovereign bonds on equity sell‑offs. Hotter-than-expected US inflation data sparked the stock selloff and renewed demand for bonds. Asset managers including PIMCO have recently advised increasing bond allocations after sell‑offs.

An IMF official said South Korea stands to benefit "disproportionately" from the AI cycle.