上期所：本週銅庫存減少19606噸，鋁庫存減少24114噸，鋅庫存減少6870噸，鉛庫存減少23761噸，鎳庫存減少1160噸，錫庫存減少814噸，天然橡膠庫存增加2732噸。

日本10年期國債收益率下跌7.0個基點至2.810%。

Economists say the RBNZ will need to hike sharply to rein in a rebound in inflation, even if that requires action 10 days before the election. Q3 CPI eased slightly, but most analysts expect Q4 inflation to accelerate above 4% and remain above the RBNZ’s 1–3% target for longer than the bank had projected. Rising fuel prices and a weaker NZD are the main upside pressures. Most economists expect the official cash rate to be raised to 3% next Wednesday (Oct. 28). ASB senior economist Smith warns sustained higher inflation is a major problem, forecasts CPI above 3% until Q4 2027, and expects the RBNZ on Oct. 28 to acknowledge more work is needed and to retain a conditional bias to tighten further.