美國參議員科林斯：包括藍莓、土豆、蘋果和海藻生產商在內的9類產品，將獲美國對加拿大關稅豁免。

Eamonn Sheridan says Japan's September underlying inflation accelerated. Despite government fuel subsidies, goods and services price gains widened. Core CPI ex‑fresh food but including fuel rose 2.1% YoY (in line); core CPI ex‑fresh food and fuel — the BOJ's preferred gauge — climbed from 1.9% to 2.4% YoY. Goods inflation rose to 2.8% from 2.6% and services inflation to 1.5% from 1.2%, signalling firms are passing higher wages to customers. Rising fuel costs tied to the prolonged Middle East conflict, yen weakness lifting import prices, and robust AI‑related demand have bluntly undermined the subsidy effect. The print reinforces market bets on a BOJ hike in December and shifts attention to how high policy rates could go; BOJ wording in next week's Outlook Report may shape expectations for rates after December as it balances broader inflation against signs of cooling labour market and domestic demand.

CITIC Securities says the 2026 Bay Chip Expo expanded, drawing over 6,500 professional buyers and showcasing new domestic equipment and process technologies. Equipment orders stayed strong in Q3 2026; industry players expect demand to remain robust for more than three years, and some firms see the current order acceleration extending into 2028–29. CITIC expects AI-driven global capacity expansion and process upgrades, together with domestic substitution, to boost Chinese suppliers' orders and market share, and remains positive on the domestic semiconductor components and equipment chain.