According to Jin10, Goldman Sachs, Marex, JPMorgan, TD Securities, AMP Capital, Royal Bank of Canada (RBC), Rabobank, and Brown Brothers Harriman expect the Reserve Bank of Australia (RBA) to raise rates this month, while Deutsche Bank expects it to hold rates steady. Goldman Sachs expects the cash rate to rise to 4.85% and described recent RBA officials’ remarks as clearly hawkish. Marex said policymakers would likely hold rates afterward to assess the effects of this year’s hikes rather than push through a sixth increase. JPMorgan said inflation remained uncontrolled and further work was needed; weak economic activity made another hike after November unlikely, though high inflation would keep the RBA’s stance restrictive. TD Securities said the latest CPI data had cleared the way for another hike, but a move to 4.85% this month could end the current hiking cycle. AMP Capital expects this to be the fifth hike this year, saying a decision not to raise rates could damage the RBA’s credibility and entrench higher inflation expectations, while this month’s increase should allow a pause afterward. RBC cited recent RBA comments and concerning CPI details, including elevated core inflation and renewed increases in key services prices after volatile items were excluded, saying a hold would be a surprise. Rabobank pointed to stronger-than-expected inflation and hawkish policymaker remarks. Brown Brothers Harriman said the latest inflation data exceeded expectations, strengthening the case for another hike and supporting the Australian dollar. Deutsche Bank expects rates to remain unchanged, saying inflation was in line with the RBA’s previous projections and that waiting for clarity after the U.S. midterm elections, particularly on oil prices, was reasonable. A Reuters poll found that 30 of 32 economists expected the RBA to raise the cash rate to 4.85% on November 3; 27 of 29 expected 4.85% to be the peak this year.

Hyperliquid address 0xecb63c...2b00 reduced its ETH short by 10,394.62 ETH and reversed into a 291.401 BTC long. According to ChainCatcher, the address still held a 9,537.09 ETH short and a 191.2 BTC long. At the time of publication, ETH was trading at $2,252.80 and BTC at $76,808.

According to Yonhap, HKET and Yahoo Finance Taiwan, oil prices fell sharply as the United States and Iran signaled a possible resumption of peace talks, with December Brent down 7.63% at $104.77 a barrel and U.S. WTI down 7.36% at $96.46. Concerns over returns on artificial intelligence investment continued to weigh on U.S. technology stocks, while markets awaited Tuesday's U.S. midterm elections. Japanese index futures declined in night trade. The Osaka Exchange's December 2026 Nikkei 225 futures ended the night session at 05:00 UTC+8 at 62,780, down 480 points from the previous day and 301.86 points below the Nikkei Stock Average's cash close of 63,081.86, on volume of 12,815 contracts. Front-month TOPIX futures settled at 3,950, up 17 points. Hang Seng Index night futures closed up 171 points at 23,535, while the NASDAQ Golden Dragon China Index rose 2.25% to 5,518. Among ADRs, Meituan's ADR was equivalent to HK$73.84, 1.08% above its Hong Kong close; Tencent's ADR was at HK$394.38, up 0.56%; the HSBC ADR was at HK$134.82, up 0.84%; and Alibaba's U.S. shares were at HK$99.56, up 0.11%, after rising as much as 6% during the session. HKEX data showed November Hang Seng Index futures volume of 16,636 contracts in the after-hours session. Front-month TAIEX futures closed the night session at 44,310, down 917 points or 2.03%, trading between 44,271 and 45,487 on volume of 38,487 contracts. TSMC futures fell NT$51 in the night session.

According to Sina Finance, US stocks pulled back from early gains on Monday as tech selling resumed, with investors navigating a week packed with earnings, midterm elections, and key employment data. The Dow rose 213.67 points, or 0.41%, to 51,983.98; the S&P 500 fell 38.67 points, or 0.51%, to 7,541.40; and the Nasdaq dropped 272.68 points, or 1.07%, to 25,164.31. Chip stocks declined broadly, with the Philadelphia Semiconductor Index falling 3.37%. Cerebras dropped 11.7%, Intel fell nearly 9%, Western Digital, AMD, and Seagate Technology each lost more than 7%, and SanDisk fell over 6%. Nvidia and Meta Platforms each declined 1%. Apple closed down nearly 2% ahead of its earnings release after the close. Marvell Technology plummeted nearly 13% and Lumentum fell 18% after announcing Marvell would acquire Lumentum for $115 billion. Oracle fell 8% after announcing plans to sell $10 billion in common stock and $10 billion in bonds to finance its AI buildout. After an AI-driven selloff sent the Nasdaq down 5.2% in October, investors continued to scrutinize AI buildout-related stocks, with capital persistently exiting the tech sector. Chris Larkin, managing director of trading and investing at E-Trade, said the long-term bullish narrative for the stock market may have taken some hits in recent weeks but remains intact, though the challenge lies in short-term momentum being repeatedly disrupted by surging oil prices, concerns about AI spending, inflation, or geopolitics. US midterm elections will be held on Tuesday, with Democrats expected to control the House while Senate control remains uncertain. Oil prices plunged on reports that the US and Iran are seeking a diplomatic resolution to the Middle East conflict. December WTI crude futures fell $7.66 to settle at $96.46 per barrel, down 7.36%; January Brent crude futures fell $8.66 to settle at $104.77 per barrel, down 7.63%. Cryptocurrency came under pressure after a $6.3 billion hack at Binance, with Bitcoin falling 1% to below $77,000. Recent surveys indicate US manufacturing expanded in October with persistent inflation pressure. The week will conclude with the government's October nonfarm payrolls report on Friday.

AFTERMARKET MOVES | Palantir Slides Despite Revenue Milestone; Upwork, Fabrinet Surge on Guidance According to CNBC, several companies made notable moves in extended trading. Palantir Technologies shares fell about 2% even after third-quarter earnings topped Wall Street estimates, with revenue nearly doubling year over year and surpassing $2 billion for the first time. U.S. commercial revenue jumped 148% to $984 million, exceeding U.S. government revenue of $953 million. Palantir also projected approximately $2.65 billion in fourth-quarter revenue and $8.53 billion for full-year 2026. Upwork surged 10% after raising its full-year adjusted earnings guidance to a range of $1.45 to $1.47 per share, above the FactSet consensus of $1.39. Lattice Semiconductor jumped 8% after solidly beating third-quarter revenue estimates and raising its full-year forecast, guiding fourth-quarter revenue of $325 million to $345 million versus the $293 million LSEG consensus and adjusted earnings of 82 to 86 cents per share versus the 64-cent consensus. The Clorox Company added 2% after fiscal first-quarter results exceeded estimates, reporting adjusted earnings of $1.55 per share on revenue of $1.91 billion, versus expectations of $1.07 per share and $1.88 billion. On Semiconductor shares fell about 2% after announcing it would acquire Ferric, a power converter maker, for $600 million in cash plus up to $175 million in contingent consideration, while guiding fourth-quarter adjusted earnings of 95 cents to $1.07 per share versus the 95-cent LSEG consensus. Apple shares dropped 2% after the company issued a disappointing margin forecast and reported iPad sales that missed Street estimates for the fiscal fourth quarter. Fabrinet jumped more than 10% after second-quarter guidance topped estimates, projecting adjusted earnings of $4.77 to $4.92 per share on revenue of $1.6 billion to $1.65 billion versus expectations of $4.43 per share and $1.48 billion. Ibotta gained 13% after fourth-quarter guidance beat expectations, with projected revenue of $94 million to $98 million above the $93.4 million FactSet consensus, and adjusted EBITDA also topping expectations.

Jinse Finance launches its daily cryptocurrency and blockchain news bulletin, "Jinse at 8 AM," issue 3231, providing you with the latest and fastest news on the digital currency and blockchain industry.

The GPU hourly rate market has formed a daily pricing structure, with cost base price, scarcity premium, and basis price being the three-tiered logic that still determines the true value of computing power.

OpenAI's new algorithm claims to overturn the exponential time hypothesis, which has been used for nearly 30 years, shaking the foundations of computer theory.

Jinse Finance launches the "Jinse Web3.0 Daily," providing you with the latest and fastest news on AI, DeFi, DAO, NFT, and the metaverse.

The probability of the Democrats sweeping both houses of Congress has risen to 72%. US stocks may see a short-term rebound after the election results are announced, and the historical bottom window for Bitcoin is worth paying attention to.

OpenAI's $30 billion funding target has shrunk to a commitment of approximately $11 billion, and Anthropic's IPO push may struggle to secure an investment-grade rating, as investors are shifting their focus from story to financial statements.

IOSG's review of 19 midterm elections: The S&P 500 rose in the year following each election, and Bitcoin also closed positive in three cycles, but each experienced a decline first.

The FBI has determined that the theft of over $6 billion from Binance was carried out by the North Korean hacking group TraderTraitor. Elon Musk and CZ exchanged barbs, and Xu Mingxing called for exchanges to unite in their defenses.

Getty Images, the world's largest stock photo agency, has filed for bankruptcy. The impact of AI, coupled with its high leverage debt, has ended its 30-year reign as a copyright powerhouse.

The $630 million theft from Binance exposed the risks of signature systems. Among the four perpetual DEXs—Lighter, Hyperliquid, Aster, and Variational—only Lighter allows you to withdraw your funds automatically when the team is unreachable.