日本央行行長植田和男：即使在這一調整已基本完成之後，企業儲蓄仍居高不下，而海外投資則變得日益重要。

Canada unemployment rose to 6.7% in October as labour force growth outpaced a small decline in employment. Wholesale and retail payrolls fell 28.8k in October and are down 113.1k YoY, with losses concentrated in Ontario, Quebec and British Columbia. Despite the softer labour market, the Bank of Canada hiked last week citing elevated inflation risks. Governor Macklem said the BOC has no pre-set path and will decide policy meeting-by-meeting. Overnight index swaps priced roughly a 40% chance of a December hike before the jobs release. The BOC flagged Middle East energy shocks as an upside risk to inflation even as US tariffs drag on growth, leaving Canada’s growth outlook set to slow.

匯豐控股(HSBC.N)：油輪或基礎設施遭襲導致每日200萬至300萬桶石油供應再度中斷，將使市場重回短缺，並對油價構成上行壓力。