英國央行首席經濟學家皮爾：關於第二次加息的決策將在未來幾周內揭曉。

Banxico board said keeping the policy rate at its current level for an extended period would help inflation converge to its target.

Markets had priced in tougher regulation of AI and data-center construction after a decisive Democratic election result. ICM investment-bank economist and portfolio manager Michael Crowvit said in a report that a material shift in U.S. AI policy appears unlikely, so hyperscale cloud providers are expected to maintain current investment plans in the near term. He noted hyperscalers are an important source of long-dated debt supply; over the past two years U.S. tech giants have become a distinct issuer cohort in the investment-grade bond market, where the usual link between credit ratings and bond spreads has only limited relevance.