Morgan Stanley: Fed Rate Cuts Still on Track Despite Oil-Driven Inflation 
Private Credit Under Pressure: Is a Slow-Motion Crisis Unfolding? 
BCA Research Warns U.S.-Iran Ceasefire Could Collapse, Maintains Cautious Equity Outlook 
Bank of America Maintains Forecast for Two Fed Rate Cuts in 2026 Despite Inflation Risks 
U.S. Strikes on Iran Draw War Crimes Warnings from International Law Scholars 
Goldman Sachs Cuts 2026 Copper Price Forecast Amid Global Growth Concerns 
Goldman Sachs, ANZ Cut Oil Forecasts Amid U.S.-Iran Ceasefire Hopes 
Not many economic dockets scheduled for today, with US closed for thanksgiving.
Data released so far -
- Australia - Private capital expenditure dropped -9.2% y/y in third quarter.
Upcoming -
- Spain - Third quarter GDP report to be released at 8:00 GMT. Prior 3.1% y/t, expected 3.4%.
- Switzerland - Industrial production for third quarter to be released at 8:15 GMT. Prior -2.4% y/y.
- Euro zone - Private loans and money supply details to be released at 9:00 GMT for October.
- UK - Financial stability report will be released at 9:30 GMT.
- Germany - GFK consumer confidence survey to be released at 12:00 GMT
- Japan - Inflation report to be released at 23:30 GMT, along with unemployment report for October.
