Company filings, central bank comments and macro data from the US, Hong Kong and mainland China markets, refreshed continuously. Important items are flagged, and every entry keeps its original publish time.
U.S. Securities and Exchange Commission (SEC) filing: Estee Lauder stated that tariffs had a negative impact on operating performance in the first quarter of fiscal year 2027.
U.S. Secretary of State Rubio meets with Venezuelan Foreign Minister.
According to the Portuguese Automobile Association (ACAP), new registrations of light-duty battery electric vehicles in Portugal increased by 61.4% year-on-year in October.
CrowdStrike (CRWD.O) and Dell (DELL.N) announced the provision of integrated AI security solutions for Dell AI factories powered by NVIDIA (NVDA.O).
Ukrainian President Volodymyr Zelenskyy: Russian attack on a humanitarian aid distribution point in the town of Komeshuvakha, Zaporizhzhia Oblast, has resulted in 18 deaths.
Italian Ministry of Transport: Tesla (TSLA.O) saw new car registrations in Italy rise 94.14% year-on-year in October.
$Marvell Technology(MRVL.US)$ is down 8.1% as the company agreed to acquire Lumentum in a $115 billion all-stock deal at a hefty premium. The most active put contract by turnover surges 80%, with 14,058 contracts traded. Check the Top Options on the options page for details. Tap to view the $MRVL options chain.Options trading entails significant risk and is not appropriate for all customers. It is important that investors read the Characteristics and Risks of Standardized Options before engaging in any options trading strategies.
The Office of the United States Trade Representative intends to suspend the duty-free access to the U.S. market enjoyed by South Africa and Rwanda under the African Growth and Opportunity Act (AGOA).
U.S. Trade Representative Greer: U.S. President Trump has determined that the governments of Rwanda and South Africa are engaging in actions that do not meet the eligibility criteria of the African Growth and Opportunity Act.
According to the Portuguese Association of Automobile Manufacturers (ACAP), new Tesla (TSLA.O) vehicle registrations in Portugal rose by 186.1% year-on-year in October, with a 62.5% increase recorded from January to October.
Germany's DAX 30 Index closed up 168.50 points, or 0.65%, at 25,986.71 on Monday, November 2; the UK's FTSE 100 Index closed up 37.67 points, or 0.35%, at 10,767.45; France's CAC 40 Index closed up 78.27 points, or 0.98%, at 8,047.69; the Euro Stoxx 50 Index closed up 47.54 points, or 0.78%, at 6,178.85; Spain's IBEX 35 Index closed up 311.99 points, or 1.67%, at 18,964.89; Italy's FTSE MIB Index closed up 466.53 points, or 0.94%, at 49,967.50.
U.S. 3-month Treasury bill auction as of November 2 – winning rate 4.04%, previous value 4.05%.
U.S. 3-month Treasury bill auction as of November 2 – bid-to-cover ratio: 2.88, prior value: 3.07.
The rise in UK government bond prices widened, with the yield on 10-year UK gilts falling 10 basis points to an intraday low of 5.18%.
The Trump administration has requested that the U.S. Supreme Court intervene in a lawsuit aimed at preventing California from counting certain mail-in ballots.
According to Interfax, oil shipments from Kazakhstan via the Atyrau-Samara pipeline have been suspended due to drone attacks.
Yemen's Houthi forces: Attacked a military aircraft at Jizan Airport in Saudi Arabia.
Yemen's Houthi rebels: Two drones were used to attack Saudi Arabia's Dammam Airport.
Today (November 3) marks the official voting day for the U.S. midterm elections. As of October 31 local time, a record 50 million people had already cast early ballots. This election is viewed as an assessment by the American public of the Trump administration's performance over the past two years and will influence the balance of power between the Republican and Democratic parties in Congress over the next two years, as well as their respective influence across various states. (CCTV International News)
The European Union described the multiple cyberattacks targeting grocery stores as "deeply concerning."
The UK Home Secretary has scrapped a plan that would have required migrant social care workers already in the country to wait 15 years before becoming eligible for Indefinite Leave to Remain (ILR). Under the new rules, these care workers will qualify to apply for ILR after five years of residence, provided they earn an annual salary of at least £25,000 and arrived in the UK before May 2025. Home Secretary Shabana Mahmood also abolished the 15-year waiting period for all low-paid workers to obtain ILR. For all other low-paid workers, the waiting period has been reduced to 10 years.
Meta held a conference call to discuss the issuance of U.S. dollar and euro bonds with various maturities.
Meta Platforms (META.O) held a conference call to discuss the tranched issuance of U.S. dollar and euro-denominated bonds.
UK Home Secretary Mahmood: Settled status will not be available to individuals with criminal records.
Tibo, Head of Product at OpenAI Codex: We are expanding the suite of cutting-edge models that power “dots,” including GPT-6 Astra, GPT-6.1 Terra, and additional models to be introduced in the future. Terra not only enhances processing speed but also delivers superior personality performance; it will help us extend the reach of “dots” to a broader user base.
U.S. Geological Survey: A magnitude 5.1 earthquake occurred 50 kilometers west-southwest of Valme, Peru.
According to the official determination by the China Earthquake Networks Center, a magnitude 4.2 earthquake occurred in Baqing County, Nagqu City, Tibet, at 23:35 on November 2, with a focal depth of 10 kilometers.
ECB Governing Council Member Escrivá: AI valuations are clearly overstated.
ECB Governing Council member Escriva: I am optimistic about the impact of artificial intelligence, believing it will drive significant productivity gains.
Egyptian statement: Egypt holds reserves of various strategic materials sufficient to meet national demand for six months.
Market News: Israel's opposition bloc will hold its first meeting on Tuesday to discuss the nomination of a prime ministerial candidate.
ECB Governing Council member Escrivá: In recent years, the market has been largely immune to price risks.
ECB Governing Council member Escrivá: It is reasonable to keep interest rates at 2% to maintain inflation around 2%.
A U.S. judge dismissed criminal charges against former FBI officials accused of lying in connection with the Hunter Biden investigation.
ECB Governing Council Member Mullan: The macroeconomic landscape is markedly different from that of 2022.
The Russell 2000 Index rose by 1.1%.
The three major U.S. stock indices all rose by more than 1%, with Amazon (AMZN.O) up 5%; the Nasdaq Golden Dragon China Index is currently up 3.77%, and XPeng Motors (XPEV.N) surged over 8%.
ECB Governing Council member Escriva: The interest rate outlook is highly complex.
Saudi-led coalition: Two drones intercepted and destroyed in the Riyadh area.
U.S. natural gas futures prices rose as production declined over the weekend, with the most significant cuts occurring in the Appalachian shale gas region. The drop in supply suggests that producers may be voluntarily reducing output amid low natural gas prices. Additionally, a slight cooling in the weather forecast implies that demand for natural gas for heating and power generation could increase as the winter heating season begins. However, temperatures across most of the United States are expected to remain above seasonal averages in the coming weeks, which may limit upside potential for natural gas prices and offset the support from marginally higher heating demand. Furthermore, volumes of natural gas flowing to liquefied natural gas (LNG) export terminals also decreased, leaving more supply in the domestic U.S. market and exerting downward pressure on prices.
Nasdaq and Dow Jones gains widened to 1%; among star tech stocks, Amazon rose nearly 5%, SK Hynix and Google gained nearly 3%, while Tesla and NVIDIA climbed nearly 2%.
ECB Governing Council member Escrivá: The lack of fiscal adjustment is not limited to France.
ECB Governing Council member Muller: France may pass its budget, and the market reaction may be overblown.
ECB Governing Council member Mullan: Rising global interest rates will affect all countries.
As gold prices are poised to record their worst annual performance in over a decade, investors are assessing whether shifts in the U.S. political landscape can rekindle the safe-haven appeal of the precious metal. Matt Miskin, Co-Chief Investment Strategist at Manulife John Hancock Investments, remarked, “History doesn’t repeat itself, but it often rhymes.” He noted that gold experienced a rally in 2019. “If conditions in 2027 bear some resemblance to those in 2019, the current weakness in gold could actually reverse.” Miskin stated, “A congressional stalemate could reduce the risk of further fiscal policy measures driving real yields higher.” He expects the Democratic Party to make modest gains in the midterm elections, resulting in limited policy changes, which he considers “a very positive development for gold.”
ECB Governing Council Member Muller: Markets are concerned about the situation in France.
ECB Governing Council Member Muller: ECB President Lagarde seeks to embark on a new chapter in her career.
ECB Governing Council Member Escrivá: ECB President Lagarde has sufficient grounds for early departure.
Israel Defense Forces: A military aircraft crashed in the Beit Shikma area near Ashkelon due to a technical malfunction; the crash caused a fire at the scene, but no injuries were reported.
The U.S. Department of Defense has signed a conditional loan agreement with Neros Corporation for up to $450 million.
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