ICE: Speculative net-long positions in diesel fell by 8,314 contracts to 60,745 in the week to Nov. 3.

IMF总裁格奥尔基耶娃：当前时刻对央行官员尤为重要，需要具备看穿不确定性的能力。

The ECB is considering a targeted review of bank loans to data centres to assess risks from AI‑related market sentiment and valuation swings, sources told Bloomberg. Officials have floated the idea internally and with supervised banks as rising rates and local opposition to data‑centre builds increase pressure on a rapidly expanding lending segment, the sources said. The exercise could include on‑site inspections focused on banks’ assessment of future cash flows, collateral values and provisioning for potential defaults. One source said the probe would be narrower than the ECB’s leveraged‑finance review several years ago; the ECB has not decided the exact scope or format. Global regulators are stepping up scrutiny of banks’ AI‑related exposures.