Key market events this week: concentrated Fed speaker slate, US inflation and PPI, China macro prints, OPEC/IEA oil reports and Abu Dhabi US‑Russia‑Ukraine talks (Nov 10–11) that carry geopolitical risk for oil markets. Monday: China Oct CPI and M2 (y/y) due; Australia Reserve Bank assistant governor Hunter speaks; earnings from Occidental Petroleum and Lucid. Tuesday: US Oct seasonally adjusted CPI m/m and core CPI m/m; NY Fed 1‑yr inflation expectations; ADP payrolls; China Oct trade balance (

2026-11-09

Key market events this week: concentrated Fed speaker slate, US inflation and PPI, China macro prints, OPEC/IEA oil reports and Abu Dhabi US‑Russia‑Ukraine talks (Nov 10–11) that carry geopolitical risk for oil markets. Monday: China Oct CPI and M2 (y/y) due; Australia Reserve Bank assistant governor Hunter speaks; earnings from Occidental Petroleum and Lucid. Tuesday: US Oct seasonally adjusted CPI m/m and core CPI m/m; NY Fed 1‑yr inflation expectations; ADP payrolls; China Oct trade balance (USD and RMB); G7 foreign ministers meeting; Bank of England governor Bailey speaks on central bank independence; BOJ issues minutes of its Oct policy meeting; US‑Russia‑Ukraine talks in Abu Dhabi begin Nov 10. Wednesday: US 10‑yr Treasury auction stop yield and bid‑cover published; API weekly oil stocks; OPEC monthly oil market report and EIA monthly short‑term energy outlook; Bank of Canada releases policy minutes. Thursday: UK Q3 GDP preliminary and sector activity data; China to open a domestic fuel‑price adjustment window; ECB publishes its Economic Bulletin; SMIC and Applied Materials report. Friday: US Oct PPI (y/y and m/m) and weekly EIA crude and gas inventories; France final Oct CPI and euro‑area Q3 GDP second estimate; China Oct total electricity consumption released (NEA typically publishes around the 15th); IEA monthly oil market report; NY Fed, San Francisco Fed and Chicago Fed presidents scheduled to speak. Saturday: US rotary rig count to Nov 13; Fed Vice‑Chair Jefferson and San Francisco Fed president Daly speak. Markets to watch: US Treasury yields around the 10‑yr auction and monthly CPI/PPI prints; oil prices around OPEC/IEA reports, weekly EIA/API draws and the Abu Dhabi talks; China CPI, M2, trade and electricity data for growth/ liquidity signals; multiple Fed and major central bank speakers for near‑term policy signalling.

其他消息
2026-11-08

黃金中期週期低點或於10月30日形成,美債收益率下行和股市走弱正在提供新的宏觀支撐,12月可能成爲下一輪行情的重要窗口。

2026-11-08

1. 下令司法部徹查民主黨“敲詐勒索”,指控其濫用彈劾與監禁威脅 ——特朗普發文,指責民主黨人威脅彈劾美國司法部長等官員,並揚言對他們採取其他懲罰措施。特朗普稱,民主黨人自己也承認缺乏相關理由,而遭到威脅的人並未實施、甚至沒有考慮過任何可能構成彈劾理由的行爲。他將此稱爲“最高級別的敲詐勒索”,並要求追究相關人員的責任。 2. 邀請UFC總裁達納·懷特擔任白宮新聞祕書 ——特朗普表示,已邀請UFC總裁達納·懷特擔任美國新聞祕書,懷特表示,他計劃於週一與美國總統特朗普會面,討論特朗普提出的邀請。另據消息人士稱,懷特拒絕了這一不同尋常的提議。 3. 呼籲向司法部或其本人舉報民主黨“非法威脅” ——特朗普再度發文指責民主黨針對共和黨捐款人和黨員發出威脅,稱相關行爲“史無前例”且“完全違法”,並呼籲有關人士立即向司法部舉報,也可以直接向他本人反映。特朗普稱,相關人員應爲其行爲承擔法律責任,甚至應該入獄。 4. 政府人事調整啓動,白宮副幕僚長沃爾特斯將離職 ——據Axios報道,白宮副幕僚長理查德·沃爾特斯將離開特朗普政府。這是新任白宮幕僚長斯蒂芬·米勒即將接掌幕僚團隊之際,預計展開的一輪人事調整