印度10月經濟報告：原油價格高企及西亞過境航線海運中斷，對投入成本構成持續上行風險。

Samsung Electronics says long-term contracts will account for 60-70% of its chip production capacity by 2030.

Oriental Jincheng says the Fed’s hawkish stance at the October meeting remains. Two FOMC voters favored additional hikes and Governor Cook—previously seen as a centrist—filed a first-time dissent, indicating a lower tolerance for inflation risk. Most members preferred to monitor the effects of September’s increase, moving policy into a cautious, data-dependent phase. From 2027 the Fed will reduce the number of formal rate-decision meetings to create strategic space for balance-sheet framework changes; this should have limited direct impact on rate decisions but will amplify market pricing volatility and tactical positioning. With oil prices high and core inflation sticky, Oriental Jincheng sees a high probability of a 25bp hike at the December meeting to a 4.00%–4.25% range, and says further hikes in 2027 remain possible.