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Image Attribution: 1. Photo: "Montrose Alpha" by Lee181169 · CC0 · (resized) https://commons.wikimedia.org/wiki/File:Montrose_Alpha.JPG… http://creativecommons.org/publicdomain/zero/1.0/deed.en… 2. Photo: "President Donald Trump delivers remarks to the Knesset in Jerusalem (54855603895)" by The White House · Public domain · (resized) https://commons.wikimedia.org/wiki/File:President_Donald_Trump_delivers_remarks_to_the_Knesset_in_Jerusalem_(54855603895).jpg… https://creativecommons.org/publicdomain/mark/1.0/… 3. Photo: "Boat on the Burj Khalifa Lake at night" by Aleksandar Pasaric · CC0 · (resized) https://commons.wikimedia.org/wiki/File:Boat_on_the_Burj_Khalifa_Lake_at_night.jpg… http://creativecommons.org/publicdomain/zero/1.0/deed.en… 4. 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Photo: "Folding money (20 dollar US banknotes)" by United States Department of the Treasury · Public domain · (resized) https://commons.wikimedia.org/wiki/File:Folding_money_(20_dollar_US_banknotes).jpg… https://creativecommons.org/publicdomain/mark/1.0/… [链接预览] commons.wikimedia.org File:Montrose Alpha.JPG - Wikimedia Commons

@FirstSquawk: START OF IRAN & US NEGOTIATIONS DEPEND ON END OF NAVAL BLOCKADE

Draft proposal circulated for feedback; follow-up meeting possible, official briefed on talks: source

Iranian negotiators left Doha talks on Sunday, not because of challenges: source

"Serious Warning": Germany Misses November NatGas Storage Levels As Cold Snap Looms

@FirstSquawk: IRAN SAYS HORMUZ CANNOT BE REOPENED BEFORE LIFTING OF US SANCTIONS

Iran: Hormuz cannot be reopened before lifting of us sanctions.

@FirstSquawk: IRAN: IT HAS CONVEYED 'LEGITIMATE DEMANDS' TO THE US

Sweden Swedbank/Silf PMI Manufacturing Oct: 60.5 (prev 58.1)

Switzerland Retail Sales Real (Y/Y) Sep: 1.6% (prev 3.2%; prevR 3.9%)

Iran's Baghaei: Exchange of messages with us continues, deputy foreign minister Gharibabadi was in Doha to facilitate this.

@FirstSquawk: IRAN'S BAGHAEI: EXCHANGE OF MESSAGES WITH US CONTINUES, DEPUTY FOREIGN MINISTER GHARIBABADI WAS IN DOHA TO FACILITATE THIS

SWISS RETAIL SALES YOY ACTUAL 1.6% (FORECAST -, PREVIOUS 3.2%) $MACRO

What are the main events for today?

@GFXFTs: [转推] LiveSquawk reposted 🚨 GGMA Markets Briefing: Oil Falls on Iran Diplomacy as Stocks Steady After Tech Rout 🇫🇷 Fitch kept France at A+ but cut its outlook to negative, citing weaker growth, higher borrowing costs and a wider deficit. 🛢️ Oil fell after a report that Trump wants to give diplomacy with Iran more time before potentially resuming strikes. 🇺🇸 Fed officials kept hikes in play before today's ISM factory survey, with St. Louis Fed President Musalem saying more firming will be necessary soon. 🇨🇳 China's central bank began daily operations at its new key rate, set below the old benchmark, after factory activity shrank. 🇰🇷 South Korea's chip exports rose again in October, extending the boom despite last week's tech rout. 🇦🇺 The RBA is expected to raise rates to 4.85% on Tuesday, the highest in 18 years, as house prices keep falling. Today's Macro Roadmap: The Swiss manufacturing PMI is due at 09:30 CET, the final euro-area PMI follows at 10:00 CET, and the US ISM manufacturing index is out at 16:00 CET. ECB Vice-President Boris Vujčić speaks in Dublin at 10:45 CET, and Chicago Fed President Austan Goolsbee moderates a discussion at 17:15 CET. Apple reports after the US close, and Berkshire Hathaway is expected to report today. Try GGMA free for 30 days, no credit card needed: http://ggma-app.com/sign-up?utm_source=x&utm_medium=social&utm_campaign=brief-02112026… Read the full article on our website for free: https://ggma-app.com/public-article/oil-falls-on-iran-diplomacy-as-stocks-steady-after-tech-rout-226?utm_source=x&utm_medium=social&utm_campaign=brief-02112026…

@FirstSquawk: IRAN'S FOREIGN MINISTRY SPOKESPERSON BAGHAEI: BASIS OF DIPLOMACY WITH US IS IRAN'S SEVEN STEPS PROPOSAL, CHANCE OF ITS IMPLEMENTATION OVER NEXT FEW DAYS EXISTS

🔴 Iran's Foreign Ministry Spokesperson Baghaei: Basis of diplomacy with US is Iran's seven steps proposal, chance of its implementation over next few days exists.

@FirstSquawk: PBOC TO CONDUCT SFISF TUESDAY SAYS CAILIAN

@FirstSquawk: SHELL WILL SUPPLY METLEN WITH 6 LNG CARGOES/YEAR

@FirstSquawk: CHINA FOREIGN MINISTRY SAYS SPECIAL ENVOY TO AFRICA TO VISIT ETHIOPIA, DJIBOUTI, EGYPT IN EARLY, MID NOV

@FirstSquawk: CHINA FOREIGN MINISTRY SAYS SPECIAL ENVOY ZHAI JUN TO VISIT IRAN, OMAN, SAUDI IN EARLY, MID NOV

@thechovanone: [转推] zerohedge reposted The female pilot involved in the tragic private plane crash in Palm Beach County today appears to be Nathalia Filgueiras, of Florida. Nathalia Filgueiras did a news interview about getting her pilot's license while still in high school in 2023. This news segment is no longer the uplifting giggly feel good spot it was intended to be. This is extremely disturbing dangerous and irresponsible.

@FirstSquawk: JAPAN AND SAUDI ARABIA DEFENSE MINISTERS HELD CALL ON MONDAY

@FirstSquawk: BP SAYS WILL TREAT RETAINED STAKE IN CASTROL AS EQUITY ACCOUNTED INVESTMENT, DOES NOT EXPECT TO GET EARNINGS OR RECEIVE DIVIDEND IN SHORT TO MEDIUM TERM

@FirstSquawk: BP SAYS CASTROL'S DEBT-LIKE OBLIGATIONS ON BP'S BALANCE SHEET ARE RECOGNISED AT AROUND $0.3 BLN AS AT 30 SEPTEMBER 2026

BoJ: Governor Ueda is scheduled to deliver speech, hold news conference in Nagoya, central Japan, on November 30.

@FirstSquawk: BP SAYS USING $6 BLN IN AFTER-TAX PROCEEDS FROM CASTROL TRANSACTION TO FURTHER REDUCE FINANCIAL OBLIGATIONS; FOLLOWING TWO-YEAR LOCK-UP PERIOD, BP HAS OPTIONALITY TO SELL ITS 35% STAKE IN CASTROL

Tesla new registrations in Norway rise 131% year-on-year in October. Registrations of new Tesla TSLA cars in Norway rose 130.7% in October from a year earlier, to 1,548 vehicles, data compiler OFV said on Monday.

Germany September retail sales -2.0% vs +0.4% m/m expected

GERMAN REAL RETAIL SALES YOY ACTUAL -2.3% (FORECAST -, PREVIOUS -0.4%) $MACRO

@FirstSquawk: GERMANY (SEP) RETAIL SALES SA YOY ACTUAL: -2.3% VS -0.4% PREVIOUS;EST -0.2%

@FirstSquawk: GERMANY (SEP) RETAIL SALES MOM ACTUAL: -2% VS 1.3% PREVIOUS;EST 0.4%

GERMAN REAL RETAIL SALES MOM ACTUAL -2% (FORECAST 0.4%, PREVIOUS 1.3%) $MACRO

Poland Is The Symptom And Europe Is The Patient

@FirstSquawk: Fitch leaves Taiwan's Exim credit rating unchanged at 'AA', with the outlook remaining stable.

Chart of the day: Gold is in trouble and things could get a whole lot uglier

【最新内容：unusual_whales @unusual_whales · 2026-11-02T06:56:00.000Z】 The Treasury just ran the biggest auction week on record, though most of the $839 billion went to rolling over maturing debt. Read more: [链接预览] US Treasury Borrows Record $839 Billion in One Week of Bill and Note Auctions 【回复上下文：unusual_whales @unusual_whales · 2026-10-30T20:22:00.000Z】 BREAKING: The US government borrowed a record $839 billion this week via its sales of Treasury bills and notes, both to repay holders of maturing debt and to raise the additional capital needed to finance the federal deficit.

@FirstSquawk: AI-generated fake court precedents have been encountered by 80% of judges in South Korea, according to a survey - KYODO

Markets hope for relief in Apple margins. MARKETS HOPE FOR RELIEF IN APPLE MARGINS A look at the day ahead in European and global markets from Wayne Cole. It's been a calmer start in Asia as Nasdaq futures bounce modestly after last week's drubbing and oil prices ease. It could be investors are hoping for some earnings relief from Apple AAPL later today given it isn't spending mountains of cash on data centres. Analysts forecast revenue of around $113 billion, up 11% on the year before, with earnings per share at $2.00. One focus will be profit margins, given the company is facing rising costs for equipment, particularly chips and memory. Gross margins are seen between 47% and 48%, which would be astounding for any other company. Investors will also be hungry for guidance on how iPhone 18 sales are going with pre-orders having begun in mid-October. Apple's shares have been something of a haven of stability having risen for four straight months and are up 27% so far this year, pushing its valuation past $5 trillion. More challenging for the mood will be results from AMD AMD later in the week given it slid almost 11% last Friday as Intel INTC.O shed 28% on a disappointing outlook. The US midterms are an added wrinkle as a Democratic win could result in more political opposition to data centres and calls for controls on AI in general. Prediction markets have the Democrats winning the house, but are less certain on the Senate where there are some very close calls. There is likely to be a bitter fight over spending authority and raising the debt limit, with government borrowing in the frame as Treasury announces its quarterly refunding this week. While oil prices are down almost 3% so far today, it isn't entirely clear why. Talks are continuing between Iranian and Qatari mediators, but that hasn't stopped tankers being attacked in the Gulf. There are also plenty of reports the US has been telling allies in the Middle East to expect a renewed strike on Iran once the midterms are over. That may be why Brent futures are still above $100 a barrel out to April. Key developments that could influence markets on Monday: - German retail sales for September, EU PMIs for October, US ISM for October and construction spending for September - Appearances by ECB Vice-President Boris Vujcic, ECB policymakers Jose Luis Escriva and Olivier Moulin, Bank of Spain governor Jose Luis Escriva and Bank of France governor Emmanuel Moulin - Federal Reserve Bank of Chicago President Austan Goolsbee moderates a discussion *****

@FirstSquawk: Houthi ballistic missile aimed at southern Saudi Arabia intercepted and destroyed by coalition air defences, coalition says.

@FirstSquawk: Higher oil prices could mark a period of strong performance for Ryanair, according to its CEO.

@larisamlbrown: [转推] LiveSquawk reposted Navy chiefs are examining plans to speed up the delivery of new Type 31 warships amid concern the current ones are rotting and unseaworthy, exclusive in @thetimes with @akefford [链接预览] Navy eyes speeding up warship production to update ‘rotting’ fleet

Steyr Motors Board Recommends Acceptance Of Red Cat Purchase Offer. Steyr Motors AG 4X0 : MANAGEMENT BOARD AND SUPERVISORY BOARD OF STEYR MOTORS AG RECOMMEND ACCEPTANCE OF RED CAT’S PURCHASE OFFER BOARD RECOMMENDS ACCEPTANCE OF RED CAT PURCHASE OFFER ACCEPTANCE PERIOD RUNS UNTIL DECEMBER 18, 2026 OFFER PRICE EUR 39 PER SHARE, TOTAL VALUE ABOUT EUR 205 MILLION OFFER PRICE OF EUR 39 PER SHARE CONFIRMED AS FAIR BY PWC OFFER REPRESENTS PREMIUM OF ABOUT 29% ON PRE-ANNOUNCEMENT SHARE PRICE

Open AI CEO Altman: Energy is one challenge AI is facing today.

【最新内容：unusual_whales @unusual_whales · 2026-11-02T06:31:00.000Z】 Air defense has quietly arrived in Palm Beach: Stinger-armed Avengers on a barge by the estate and more near the airport, at the Secret Service's request. Read more: [链接预览] Avenger Missile Systems With Stingers Deployed Near Mar-a-Lago at Secret Service Request 【回复上下文：unusual_whales @unusual_whales · 2026-10-30T19:51:42.000Z】 BREAKING: Surface-to-air missile systems have been deployed near Trump’s Mar-a-Lago estate Avenger systems armed with Stinger missiles are positioned on a barge next to the estate and near the airport where Air Force One parks, at the Secret Service’s request, per PalmBeach Post

@FirstSquawk: Today's agreements deepen the relationship between OpenAI and the UAE, CEO Sam Altman says.

Fitch Ratings: China auto exports cushion weak demand as 2027 headwinds build.

@FirstSquawk: Anthropic targets up to $3.5 billion through a Japan share sale ahead of its Nasdaq listing, Reuters reports.

FX option expiries for 2 November 10am New York cut

UAE's Adnoc CEO: New agreement with Open AI will transform Adnoc's field development oil management and commercial operations.