1. The election impacts the AI boom, giving US Treasury yields renewed momentum.
2. Fed Chair Daly: Prepared for further rate hikes if needed; emphasizes the need for cautious policy decisions.
3. Falling oil prices lead to a slight decline in US Treasury yields; market awaits US October CPI.
4. Goldman Sachs warns of supply pressure in AI bond issuance; five major cloud vendors issued $67 billion in bonds in one week.
5. Berkshire Hathaway is preparing to issue yen-denominated bonds and has appointed a lead underwriter.
6. National Association of Financial Market Institutional Investors (NAFMII): Strengthening disclosure of accounts receivable information for debt financing instruments.
7. Net financing of corporate bonds reached 2.66 trillion yuan in the first 10 months, with corporate bonds becoming the largest issuance category.
8. China Index Academy: Total bond financing in the real estate sector increased by nearly 70% month-on-month in October.
9. Guangzhou Bank plans to issue 3 billion yuan of perpetual capital bonds; subscription to begin on November 10. 10. Shanghai Bank plans to issue 15 billion yuan of three-year financial bonds, with a subscription interest rate range of 1.25% to 1.75%.
11. Zhenro Properties Holdings disclosed repayment arrangements for three domestic bonds, proposing to cancel 0.1% of the approved bonds.
12. Institutions: India may further raise interest rates in the coming months, and short-term bonds are expected to lag behind long-term bonds again.
