2026年11月10日，巴菲特指數（A股總市值/上年度全年GDP）爲84.17%。滬深300指數股權風險溢價（ERP）爲5.83%，前值爲5.81%，較2026年11月9日微升0.02個百分點。當前ERP低於6%參考線。按ERP口徑，權益資產相對國債的估值優勢較前期增強。

US Oct CPI MoM +0.4% (exp +0.3%), and hawkish signals from Fed governor WALLER pushed Treasury yields broadly higher. 10-year Treasury yield hit 5.012%, 2-year 4.759%. Market-implied odds for a 25bp Fed hike in December are 86%, 50bp odds 14%. WALLER said if inf runs materially above expectations the Fed may need larger policy action. European bond markets repriced: German 10-year Bund yield rose to 3.307%, highest since Nov. 3.

加拿大央行會議紀要：管理委員會同意需要仔細評估經濟形勢將如何影響前景。