$AMD | AMD Predicts Accelerating Sales Growth Driven By Data Centres – @bloomberg.com www.bloomberg.com/news/article...

Italy’s FTSE MIB Finally Recoups Declines Since Financial Crisis - @bloomberg.com www.bloomberg.com/news/article...

Traders Bet On BoE Rate Cuts To Support ‘Weakening’ Economy – @telegraphnews.bsky.social www.telegraph.co.uk/business/202...

BoE’s Bailey Says QE Will Offset Its Costs In The Long-Term - @financialtimes.com on.ft.com/3LxOf4m

The Bank of Canada cut rates despite inflation above target. Tariff disruptions and slower growth pushed policymakers to act early.

ADP employment data comes out two days before U.S. payrolls. They have become a crucial early signal for labor market strength and a driver of short-term volatility.

The Bank of Japan stayed cautious and avoided surprises. Future policy shifts will depend on wage data due early next year.

The Bank of Japan does not follow the Federal Reserve’s playbook. It will act when data justify the move, not when markets assume it will.

#OATT | NZ Change In GDT Price Index: -2.4% (prev -1.4%) - Dairy Auction Avg. Winning Price (MT) (USD): 3,768 (prev 3,881) - Change In Whole Milk Powder: -2.7% (prev -2.4%) - Dairy Auction Whole Milk Powder (MT) (USD): 3,503 (prev 3,610) www.globaldairytrade.info/en/product-r...

Anthropic Projects $70 Bln In Revenue, $17 Bln In Cash Flow In 2028 – TheInformation www.theinformation.com/articles/ant...

$Uber CEO: Robotaxis Not Expected To Be Profitable For A Few Years

US President Trump: Terminate Filibuster Now - TSL truthsocial.com/@realDonaldT...

Yum! Brands Q325 Earnings: - Adj EPS: $1.58 (est $1.49) - Revenue: $1.98B (est $1.97B) - Worldwide Same-Store Sales Up 3% (est 2.68%) - Expect To Complete Acquisition Of 128 Taco Bell Restaurants Across Southeast US In Q4 $YUM

The Fed surprised with a rate cut but left investors guessing about December. With the economic data picture blurred by the shutdown, policy uncertainty is rising again.

$UBER | Uber Tech Q325 Earnings: - Revenue: $13.467B (est $13.256B) - Gross Bookings: $49.740B - Free Cash Flow: $2.230B - Net Income: $6.626B - Outlook Q4 Gross Bookings: $52.250B - $53.750B

Telekom And Nvidia Are Investing One Billion In An AI Data Centre – Handelsblatt www.handelsblatt.com/technik/tech...

The White House’s Plan A Is Winning Its Supreme Court Tariff Case. It Also Has A Plan B - POLITICO www.politico.com/news/2025/11...

Canada Budget To Include $50-Billion Local Infrastructure Fund – Globe & Mail www.theglobeandmail.com/politics/art...

EU Leaders Skip LatAm Summit To Avoid Annoying US President Trump

The ECB’s comfort may be misplaced. Weak growth and firm-level price cuts could drive another disinflation cycle and possibly new rate cuts next year.

Senate Majority Leader Thune: Stopgap Bill Must Change To Provide Funding Past Nov 21

House Majority Leader Thune: The Votes To End The Filibuster Aren’t There - Says He Has Talked At Length With Trump About Filibuster

US Treasury Expects To Borrow $569 Bln In Q4, $21 Bln Less Than July Estimate

Fed’s Cook: The Fed's Mandates Are In Tension Right Now, Attentive To Risks On Both Sides

Fed’s Cook: There Is Tension Between Asset Valuations Being High And Low Risk Premia, But Still Policy As Restrictive - It’s Important To Be Timely And Rely On The Most Current Data When Making The December Rate Decision

Fed’s Cook: There's Reason To Be Concerned About Unemployment Uptick

Fed’s Cook: Hope Trajectory Of Federal Debt Changes In The Near Future

Fed’s Cook: We Don't See Extensive Softening In The Labor Market

NY Fed Accepts $7.25 Bln Of $7.25 Bln Submitted To SRF (prev $30 Bln)

18 Counterparties Take $23.792 Bln At Fed Reverse Repo Op. (prev $51.802 Bln, 25 Bids)

GUIDANCE: $SHEL $Bmark Debt Offering In 3 Parts: - $ 5Y FXD At +50 - $ 5Y FRN - $ 10Y FXD At +67

Fed’s Daly: There’s More Vulnerability Now In Spending Data, Given Softening Of Labor Market - Economy Is In A Good Place, But Also A More Vulnerable Place

Fed’s Daly: I’m Surprised And Pleased About Economic Resilience

Fed’s Daly: If You Wait For Job Market Report To Tell You The Labor Market Is Weak, You Are Already Behind

Fed’s Daly: I Look At Pockets Of Softness As A Leading Indicator For Policy Outlook

$GOOGL US Dollar Bond Sale Draws About $90 Bln of Demand

Fed’s Daly: Labor Market Doesn't Look Like It's On A Precipice - We Will Balance Risks, inflation Is Still Printing Around 3%

Fed’s Daly: 50 Bps Of Cuts This Year Makes Fed Better-positioned - Need To Make Decision That Balances Risks - Not A More Divided Fed Than Before, Wouldn't Even Use The Word 'Divided' - Everyone Should Want The FOMC To Debate And Disagree

Fed's Daly: Supported Rate Cut, It Was Appropriate - Still Have Inflation Above Target, Need To Get It Down - Labor Market Has Softened Quite A Bit - Need To Keep Policy Modestly Restrictive - Open Mind On December

Trump Administration Says It Will Partially Fund Food Stamps After Court Loss In Shutdown Fight - DoJ Says Funds Available For 50% Of November Food Aid Benefits

Ukraine Pres. Zelenskiy: US Team To Visit Ukraine Next Week For Talks On Drone Deal

Canada Launches Dispute Resolution Process Against $STLA

$MSFT Launches Multibillion Dollar AI Infrastructure Agreement With Lambda - CNBC

Canada Industry Minister Joly: $STLA Broke Contract With Production Shift To US

JPMorgan Global Manufacturing PMI Oct: 50.8 (prev 50.8)

$KMB $KVUE | Activist Investors In Kenvue Faced Big Losses. Kimberly-Clark Saved The Day - WSJ www.wsj.com/business/dea...

US ISM Manufacturing Oct: 48.7 (est 49.5; prev 49.1) - Prices Paid: 58.0 (est 62.5; prev 61.9) - New Orders: 49.4 (prev 48.9) - Employment: 46.0 (prev 45.3)

ECB likely to hold rates at 2%. Danske Bank expects no change in tone or guidance. The focus shifts to whether the rate-cut cycle is already over.

US S&P Global Manufacturing #PMI Oct F: 52.5 (est 52.2; prev 52.2) www.pmi.spglobal.com/Public/Home/...

Canada S&P Global Manufacturing #PMI Oct: 49.6 (prev 47.7) www.pmi.spglobal.com/Public/Home/...