AbbVie Inc. (ABBV) 加自选

英国央行的药丸：自我维持的通胀风险要求更谨慎的削减步伐。英国央行首席经济学家Huw Pill今天表示，英国的通货膨胀仍然比预期的要顽固得多，这加强了放慢货币宽松步伐的理由。

BoE's Pill: Risk of self-sustaining inflation calls for more cautious pace in cuts.BoE Chief Economist Huw Pill said today that the UK's inflation remains far stickier than expected, reinforcing the case for a slower pace of monetary easing.

美元/日元：美日收益率差破裂预示日元近期将进一步走强。自我们上次报告以来，美元/日元经历了轻微的“动量挤压”，因为美元的看涨情绪退居二线，美元/日圆在2025年10月10日小幅上涨，达到153.28的盘中高点，然后下跌2.2%，在撰写本文时跌至149.90的盘中低点。

USD/JPY: US-Japan Yield Spread Breakdown Signals Further Yen Strength Ahead in the Near Term.Since our prior report, the USD/JPY has witnessed a minor “momentum crush” as bullish sentiment of the US dollar took a backseat, where the USD/JPY did a residual push up to print an intraday high of 153.28 on 10 October 2025, before it tumbled by 2.2% to hit an intraday low of 149.90 at the time of writing.

美国：政府停摆导致劳动力市场数据缺失——投资者寻求替代指标。美国联邦政府部分停摆的第三周，对官方经济数据的获取造成了越来越大的干扰。关键报告的暂停使美联储在为即将于10月28日至29日举行的联邦公开市场委员会会议做准备时，更难评估经济形势。

US: Lack of Labor Market Data Due to Government Shutdown – Investors Seek Alternative Indicators.The third week of the partial shutdown of the U.S. federal government is increasingly disrupting access to official economic data. The suspension of key reports makes it more difficult for the Federal Reserve to assess the economic situation as it prepares for the upcoming FOMC meeting scheduled for October 28–29.

特朗普淡化与中国的不和，风险偏好上升。来得容易，去得容易，来吗？特朗普公开表示，他认为中国的情况会很好，当被问及对中国的高关税是否会持续时，他回答说“不”。

Risk appetite picks up as Trump plays down feud with China.Easy come go, easy go come? Trump is out speaking and saying that he thinks things will be fine with China and when asked if the high tariffs against China will stand, he responded with a "no".