美國總統特朗普：正在與伊朗人打交道，看看結果如何。預計內閣將有“很少”人員離職。

HSBC strategist Max Kettner said an Anthropic IPO in two weeks could have greater market impact than the US midterm elections. Kettner, who cut his US equity rating from overweight to neutral two weeks ago, said the market narrative for tech has turned adverse regardless of capex plans; the recent tech sell-off has not undermined the basic AI trade case. He remains cautious after the midterms, noting investors showed little election hedging and it is unclear how much risk the vote removed. Kettner said the true market-clearing event may be the Anthropic IPO, if it proceeds as planned.

IMF managing director GEORGIEVA said global imbalances are large, worsening and remain a concern.