市場消息：蘋果(AAPL.O)高評級債券發行獲310億美元訂單。

Barclays: expects a 25bp hike; anticipates the Bank of England will acknowledge increased upside inflation risk but stress policy will remain meeting‑by‑meeting. Danske Bank: expects 25bp to 4.00%; MPC communications skew hawkish and a clear majority should back a hike. Rabobank: expects 25bp, vote 7‑2; persistent energy inflation is forcing MPC action despite limited evidence of second‑round effects. BNP Paribas SA: expects 25bp and will seek to temper market pricing to avoid overheating expectations; continued war‑driven energy cost rises could prompt another hike in Feb 2027. ANZ: expects 25bp tonight and another to 4.25% in Feb 2027 as supply‑side price pressures raise second‑round risks, followed by a long pause. HSBC: says a BOE hike is fully priced, limiting sterling upside; larger risk is the BOE disappointing market hopes for a follow‑up hiking cycle. ABN AMRO Bank: expects inflation to remain elevated, peaking above 4% by early 2027; sees two hikes over coming months with terminal rate at 4.25% in Feb 2027. Schroders: fiscal measures offer partial relief but don’t alter the outlook; resilient growth and rising inflation point to about two hikes, the first in November. Goldman Sachs: expects 25bp, vote 7‑2; committee likely to signal readiness to counter rising inflation but stop short of explicit forward guidance; forecasts another 25bp in Feb 2027 to a 4.25% peak. S&P Global: October services output growth accelerated and price pressures rose, mirroring manufacturing — November hike is nearly certain and further tightening in 2027 is more likely. MUFG: with high inflation, stronger‑than‑expected activity and a steadier labour market, expects 25bp, a 7‑2 vote with Taylor and Dingra dissenting, and another 25bp in Feb 2027 to a 4.25% peak.

WTI原油突破89美元/桶，日內漲1.11%。