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中国新增2000亿元地方债券额度以刺激投资。中国国家规划师周五表示，中国已拨款2000亿元人民币（280亿美元）用于新的地方政府特别债券配额，以支持投资和加强地区财政。

China adds 200 billion yuan in new local bond quota to spur investment.China has allocated 200 billion yuan ($28 billion) in new local government special bond quotas to bolster investment and strengthen regional finances, the country's state planner said on Friday.

日本9月工业生产环比增长2.2%，优柔寡断的波动仍在继续。日本9月份工业生产环比增长2.2%，超出预期的1.6%，这是三个月来的首次增长。然而，经济、贸易和工业部保持其评估不变，称产出“波动不定”，强调复苏仍然脆弱。

Japan's industrial production rises 2.2% mom in September, indecisive fluctuation continues.Japan's industrial production rose 2.2% mom in September, beating expectations of 1.6% and marking the first increase in three months. However, the Ministry of Economy, Trade and Industry kept its assessment unchanged, describing output as “fluctuating indecisively,” highlighting that the recovery remains fragile.

日本东京核心CPI飙升至2.8%，日本央行加息时机尚不清楚。日本10月东京CPI数据显示，通胀普遍加速，增加了日本央行的压力，但并未迫使其立即采取政策行动。核心CPI（不包括新鲜食品）同比从2.5%攀升至2.8%，超过2.6%的预期。

Japan's Tokyo core CPI surges to 2.8%, BoJ hike timing still unclear.Japan's Tokyo CPI figures for October showed broad-based acceleration in inflation, adding to pressure on the BoJ but stopping short of forcing an immediate policy move. Core CPI (excluding fresh food) climbed from 2.5% to 2.8% yoy, beating expectations of 2.6%.

周五，金价跌至每盎司4010美元左右，将连续第二周下跌，受美联储降息和美中贸易协议预期减弱的压力。随着特朗普总统将芬太尼关税降至10%，北京同意遏制生产并恢复美国大豆采购，两国就稀土和关键矿产达成了一项为期一年的贸易休战协议。尽管如此，该协议的持久性仍存在一些不确定性。与此同时，美联储主席鲍威尔表示，12月再次降息是不确定的，这将使美元保持在三个月高点附近，并使外国买家的黄金价格更高。尽管如此，在央行强劲需求的支撑下，金价仍有望实现月度上涨，今年上涨了约50%。世界黄金协会报告称，各国央行在第三季度购买了220吨黄金，比上一季度增长28%，其中哈萨克斯坦居首，而巴西则是四年多来的首次购买。

Gold prices fell to around $4,010 per ounce on Friday, set for a second straight weekly loss, pressured by fading expectations of Federal Reserve rate cuts and a US-China trade deal. The two countries reached a trade truce with a one-year deal on rare earths and critical minerals, as President Trump cut fentanyl tariffs to 10% and Beijing agreed to curb production and resume US soybean purchases. Still, some uncertainty remains over the durability of the deal. Meanwhile, Fed Chair Powell said another rate cut in December is not assured, keeping the dollar near a three-month high and making gold costlier for foreign buyers. Nevertheless, the metal remained on track for a monthly gain and is up about 50% this year, supported by strong central bank demand. The World Gold Council reported that central banks bought 220 tons of gold in Q3, up 28% from the previous quarter, led by Kazakhstan, while Brazil made its first purchase in over four years.