Schlumberger NV (SLB) 加自选

澳大利亚通胀冲击：CPI飙升至3.2%，核心市场重新加速。澳大利亚第三季度的通胀率出人意料地大幅上升，再次引发了人们对价格压力比预期更顽固的担忧。整体CPI环比上涨1.3%，高于第二季度的0.7%，超出预期的1.1%，这是自2023年第一季度以来最强劲的季度增长。

Australia inflation shock: CPI surges to 3.2%, core re-accelerates.Australia's inflation surprised sharply to the upside in Q3, reigniting concerns that price pressures are proving stickier than expected. Headline CPI jumped 1.3% qoq, accelerating from 0.7% in Q2 and beating expectations of 1.1% — marking the strongest quarterly increase since Q1 2023.

加拿大央行预测：预期降息。正如我们在10月份的《国际经济展望》中强调的那样，我们对加拿大银行的看法已经发生了变化。我们现在期待加拿大央行 在10月的会议上，将政策利率下调25个基点至2.25%，这标志着我们之前对12月和2026年全年保持政策利率的预测发生了转变。

Bank of Canada Preview: Rate Cut Expected.As we highlighted in our October International Economic Outlook, our views on the Bank of Canada (BoC) have changed. We now expect the BoC to cut its policy rate by 25 bps to 2.25% at October's meeting, marking a shift from our prior forecast of a hold through December and through all of 2026.

日元预测：美联储政策分歧导致美元/日元面临波动。随着美联储和日本央行利率决定的临近，交易员们准备应对美元/日元的波动。不同的政策路径和干预风险可能会将该货币对推低至150以下。

Japanese Yen Forecast: USD/JPY Faces Volatility on BoJ-Fed Policy Split.Traders brace for USD/JPY volatility as Fed and BoJ rate decisions near. Diverging policy paths and intervention risks could push the pair below 150.

美元在美联储预期降息前下跌，澳元因CPI上涨。周三，美元兑主要货币汇率徘徊在一周低点附近，此前人们普遍预计美联储将在当天晚些时候降息。

Dollar on backfoot ahead of expected Fed cut, Aussie gains on CPI.The U.S. dollar hovered close to a one-week low versus major peers on Wednesday ahead of a widely expected interest rate cut from the Federal Reserve later in the day.