日本私营部门陷入收缩，PMI服务业跌至20个月低点。日本私营部门在第四季度初陷入收缩区域，10月份PMI制造业指数从49.7降至49.0。服务业的跌幅要大得多，服务业采购经理人指数从53.1跌至49.3，为2022年2月以来的最低水平。

Japan's private sector falls into contraction as PMI services plunges to 20-month low.Japan's private sector slipped into contraction territory at the beginning of Q4, with PMI Manufacturing index declining from 49.7 to 49.0 in October. The services sector saw a much sharper fall, with PMI Services tumbling from 53.1 to 49.3, its worst reading since February 2022.

澳大利亚制造业采购经理人指数触及53个月低点，通胀压力缓解。澳大利亚制造业继续挣扎，10月份PMI制造业指数从46.7微降至46.6，为53个月来的最低点。柔道银行的Matthew De Pasquale表示，产出和新订单等关键指标已降至表明该行业“濒临衰退”的水平。

Australian's PMI manufacturing hits 53-month low, inflation pressures easing.Australia's manufacturing sector continues to struggle, with PMI Manufacturing index slipping slightly from 46.7 to 46.6 in October, marking its lowest point in 53 months. According to Judo Bank's Matthew De Pasquale, key indicators such as output and new orders have dropped to levels that signal the sector is “on the verge of recession.

国内采购经理人指数公布后澳元上涨。周四公布国内采购经理人指数（PMI）后，澳元（AUD）兑美元（USD）小幅走高。此外，由于美国国债收益率小幅下跌，美元小幅走弱，澳元/美元对上涨。

Australian Dollar gains ground following domestic PMI release.The Australian Dollar (AUD) edges higher against the US Dollar (USD) after the release of the domestic Purchasing Managers Index (PMI) on Thursday. Additionally, the AUD/USD pair gained as the USD weakened slightly, driven by a modest dip in US Treasury yields.

美元在押注美联储放缓降息、特朗普可能获胜方面表现突出。周四，美元兑主要货币汇率接近三个月高点，受美联储降息步伐放缓的预期以及对唐纳德·特朗普可能连任总统的押注增加的支撑。

Dollar stands tall on bets for slower Fed cuts, potential Trump win.The U.S. dollar traded close to a three-month high against major peers on Thursday, underpinned by expectations for a slower pace interest rate cuts by the Federal Reserve and growing bets of a possible second Donald Trump presidency.

市场波动后的石油、天然气、美元技术分析。由于地缘政治的不确定性和即将到来的美国大选，石油、天然气和美元市场表现出强烈的波动性。

Oil, Natural Gas, US Dollar Technical Analysis Following Market Volatility.Oil, natural gas, and US dollar markets show strong volatility due to geopolitical uncertainty and the upcoming US election.

日本央行上田警告称，逐步加息可能导致日元投机。在国际货币基金组织的活动中，日本央行行长上田和男表示：“我们仍需要时间才能以可持续的方式达到2%。”上田和夫表示，即使今年加息，也要暂时维持宽松的货币政策。

BoJ's Ueda warns gradual rate hikes could leading to Yen speculations.At the International Monetary Fund event, BoJ Governor Kazuo Ueda said “It's still taking time for us to get to 2% in a sustainable way,” Ueda said, justifying the commitment to maintaining its accommodative monetary policy for the time being, even with this year's rate hikes.

中国现在面临日本式经济“失落的十年”前景的可能性越来越大。我只是在读美国企业研究所的一篇文章，这是一家总部位于华盛顿特区的中右翼智库，研究政府、政治、经济等。

Heightening chance China now faces the prospect of a Japanese-style lost economic decade.I'm just reading through a piece from the American Enterprise Institute, a center-right/right-wing think tank based in Washington, D.C., that researches government, politics, economics, etc.

英国央行贝利：通胀率下降令人惊讶，但结构性经济变化带来不确定性。在国际金融研究所主办的一次活动中，英国央行安德鲁·贝利承认，英国的反通胀进展“比我们预期的要快”。然而，他对经济中可能持续承受价格压力的潜在“结构性变化”表示担忧。

BoE's Bailey: Disinflation surprising, but structural Economic changes pose uncertainty.At an event hosted by the Institute of International Finance, BoE Andrew Bailey acknowledged that disinflation in the UK is progressing “faster than we expected”. However, he expressed concerns about potential “structural changes” in the economy that could sustain price pressures.

欧元兑日元：贸易预测。周三欧洲交易时段，欧元兑日元汇率触及164.50附近的14周新高。尽管一些欧洲央行（ECB）官员暗示，由于担心欧元区经济增长缓慢，目前3.25%的存款便利率可能会降至中性水平以下，但这一增长仍在发生。

EURJPY: Trade Projection.The EURJPY pair hit a new 14-week high near 164.50 during the European session on Wednesday. This rise comes even as some European Central Bank (ECB) officials hint that the Deposit Facility Rate, currently at 3.25%, might drop below neutral levels due to worries about low economic growth in the Eurozone.

日本济邦银行服务业采购经理人指数从之前的53.1降至10月份的49.3。日本济邦银行服务业采购经理人指数从之前的53.1降至10月份的49.3

Japan Jibun Bank Services PMI down to 49.3 in October from previous 53.1.Japan Jibun Bank Services PMI down to 49.3 in October from previous 53.1

10月份，日本济邦银行制造业采购经理人指数为49，低于预期（49.8）。10月份，日本济邦银行制造业采购经理人指数为49，低于预期（49.8）

Japan Jibun Bank Manufacturing PMI came in at 49 below forecasts (49.8) in October.Japan Jibun Bank Manufacturing PMI came in at 49 below forecasts (49.8) in October

纳斯达克100指数期货周四反弹，特斯拉在盘后交易中飙升12%，得益于7.39亿美元的汽车监管信贷，第三季度利润好于预期。标准普尔500指数期货也小幅上涨，而道琼斯指数期货则进一步下跌。与此同时，在咨询和基础设施部门的收入低于预期后，IBM在盘后交易中暴跌近3%。在周三的常规交易中，道琼斯指数下跌0.96%，标准普尔500指数下跌0.92%，纳斯达克综合指数下跌1.6%。这些损失发生之际，美国国债收益率上升继续拖累股市，而投资者在第三季度财报季中表现良好。在强劲的经济数据下，基准10年期美国国债收益率达到4.25%，同时美联储官员对未来降息的步伐发出了谨慎的基调。投资者现在期待周四UPS、美国航空公司和诺斯罗普·格鲁曼公司等公司的更多收益。

Nasdaq 100 futures rebounded on Thursday as Tesla surged 12% in after-hours trading on better-than-expected third quarter profit bolstered by $739 million in automotive regulatory credit. S&P 500 futures also edged up while Dow futures fell further. Meanwhile, IBM tumbled nearly 3% in extended trading after its consulting and infrastructure units fell short of revenue expectations. In regular trading on Wednesday, the Dow fell 0.96%, the S&P 500 dropped 0.92% and the Nasdaq Composite declined 1.6%. Those losses came as rising Treasury yields continued to weigh on equities, while investors navigated the third quarter earnings season. The benchmark 10-year US yield reached 4.25% amid strong economic data and as Fed officials sounded a cautious tone over the pace of future rate cuts. Investors now look ahead to more earnings on Thursday from UPS, American Airlines and Northrop Grumman, among others.

日元和澳元新闻：服务业PMI让央行受到关注。日本央行的上田强调了服务业通胀在利率政策中的作用。采购经理人指数下降可能会推动美元/日元走向153，但价格上涨可能会扭转这一趋势。

Japanese Yen and Australian Dollar News: Services PMIs Put Central Banks on Watch.BoJ's Ueda highlights service sector inflation's role in rate policy. A PMI drop could drive USD/JPY toward 153, but higher prices may reverse the trend.

看跌围绕着中国的人民币，为特朗普的胜利做准备。中国货币正感受到唐纳德·特朗普可能重返美国总统职位的压力，不仅来自做空人民币的投机者，还来自一直囤积美元的大陆出口商。

Bears circle China's yuan gearing for Trump win.China's currency is feeling the pressure from a possible return of Donald Trump as U.S. president, not just from speculators shorting the currency but also mainland exporters who have been hoarding dollars.

2024年9月，英国汽车产量同比下降20.6%，至70039辆，连续第七个月下降，原因是制造商继续为新的零排放汽车进行改装，导致各种车型的生产结束。9月份的下降部分也是由于去年同期的强劲表现，这是自2020年以来的最佳表现。SMMT首席执行官Mike Hawes表示：“随着英国汽车业经历一个多世纪以来最彻底的转型，短期产量下降一直是意料之中的，这代表着为换取长期增长而进行的暂时调整。”本月早些时候，SMMT向财政部长Rachel Reeves发出了一封公开信，主张政府激励私人买家加快转向电动汽车。电动汽车产量下降37%，9月份生产了21309辆。

UK car production declined 20.6% year-on-year to 70,039 units in September 2024, falling for the seventh straight month due to the end of production of various models as manufacturers continued to retool for new zero-emission vehicles. September’s drop was also partly due to a strong performance in the same period last year, which was the best since 2020. SMMT CEO Mike Hawes said: “As UK Automotive undergoes its most radical transformation in more than a century, short-term production declines were always anticipated, and they represent a temporary adjustment in exchange for long-term growth.” Earlier this month, SMMT sent an open letter to finance minister Rachel Reeves advocating for government incentives to private buyers to speed up the switch to EVs. EV production slumped 37% with 21,309 units being manufactured in September.