日本央行：實際利率的中位數均值仍處於低位。

Macquarie FX and rates strategist Thierry Wizman says traders should prepare for a round of rate hikes in December. He assigns a subjective ~80% probability to a BOJ hike, ~66% to an ECB move and ~50% to a Fed hike, warning French instability could complicate ECB action as the bank may need to ensure France can continue to access capital markets. Wizman adds AI-driven capital spending should sustain growth into Q4, with Japan poised to see stronger gains as capex materializes.

John Ternus will host his first earnings call as Apple (AAPL.O) CEO on Monday; he took over from Cook in September. Apple’s first foldable phone, a smart-home hub and touchscreen MacBooks began shipping in the current fiscal first quarter. Cook has warned memory-chip costs are undergoing a "once-in-a-century" surge. Market focus: guidance for the critical holiday quarter; Ternus’s remarks on AI and an upgraded Siri; and rising memory-chip costs. Analysts say memory-cost inflation will shave quarterly profit growth to a six-quarter low. Consensus Jul–Sep (fiscal Q4) estimates: revenue +11% to $113.4bn; net income +6% to $29.04bn; services revenue +10% to $31.56bn, the weakest growth in over three years; iPhone sales +15% to $56.54bn, down from ~22% growth in the prior three months.