BERNSTEIN cuts Chevron (CVX.N) PT to $233 from $248.

Macquarie FX and rates strategist Thierry Wizman said in a note the Fed’s December meeting is still some way off and a range of developments could prevent a rate increase despite a baseline expectation of a 25bp hike. He flagged risks that could cause the Fed to abandon a December hike or rule out a 50bp move, including a US government shutdown, easing geopolitical tensions that push oil lower, and a deteriorating AI outlook triggering further US equity selling.

國際貨幣基金組織：人工智能投資的變化將影響美國通脹率，目前判斷近期事態是否會影響通脹還爲時過早。