Daily News reported Japan's Fair Trade Commission has found Amazon Japan is suspected of coercing sellers to set prices below competing websites.

Jiahuang Capital economists said US October CPI almost confirms their expectation that the Fed may hike again. They caution further tightening may not produce disinflation: supply-driven factors are unlikely to respond to higher rates and a large portion of inflationary pressure is already embedded in pass-through. Energy price spillovers are spreading; goods prices remain firm, supported by elevated freight costs; services inflation is accelerating partly due to energy.

摩根大通全球市场策略主管Dubravko表示，美股去杠杆已进入后期。本轮美股调整主要由AI交易过度拥挤、高杠杆和流动性下降引发，目前集中减仓过程已推进到相当靠后的阶段。 动量交易拥挤程度从历史第100百分位降至第76百分位；杠杆ETF在最近两个重要交易日分别卖出600亿和350亿美元，持仓风险敞口已低于2026年1月水平；趋势跟踪基金（CTA）已转为净做空，波动率策略杠杆从历史第65百分位降至第30百分位，但可能仍有约500亿美元待售。企业已宣布1.2万亿美元股票回购计划，有望提供支撑。