美國至11月6日當週API精煉油庫存 151.5萬桶，預期-78萬桶，前值-119.2萬桶。

Joe Saluzzi, partner and co-head of equity trading at Themis Trading, said US inflation running hotter than expected is forcing a market reassessment and has strengthened Fed tightening bets. He noted some Fed governors had signaled a possible 50bps hike by year-end if inflation stays high; Saluzzi called 50bps too large but said a 25bps move remains possible. The print underscores inflation’s persistence; as long as rates and inflation remain elevated, borrowing costs will stay under pressure, squeezing debt-reliant firms, denting earnings and eventually weighing on equity prices — sustained pressure could amplify downside for stocks.

Moody's projects global growth will slow from 2.8% in 2025 to 2.6% in 2026 and remain near that pace in 2027-28. Advanced economies are forecast to expand about 1.7% next year; emerging markets’ growth is expected to slow from 4.5% in 2025 to roughly 4% by 2027. With oil near the upper end of a $90-110 per barrel range, Moody's expects headline inflation to ease and oil prices to begin declining from mid-2027. Central banks are likely to opt for limited rate hikes rather than a sustained tightening cycle. Hyperscale cloud providers’ capex should remain around $1tn next year, but growth should slow from roughly 100% this year to about 25% next year, reducing its GDP support.