Geopolitical Risk - Taiwan, 作为华盛顿和北京之间最大的潜在冲突点，重新成为焦点 [1] - 这一发展可能对美中贸易关系产生重大影响 [1]

Navigate the rapidly changing world order with David Rennie, our geopolitical editor, and special guests on our new show Inside Geopolitics.Explore all coming episodes of The Economist Insider: https://t.co/XiPRJVidND https://t.co/GYO4dwmuMX ...

Federal Reserve and Economic Outlook - Federal Reserve Governor Waller indicates a potential shift towards a more accommodative monetary policy, advocating for a rate cut at the upcoming December meeting due to concerns over a weak labor market [2][9] - Waller estimates ex-tariff inflation to be around 2.4% or 2.5%, suggesting that inflation is not a major problem given the weak labor market [3][9] - A more meeting-by-meeting approach is expected by January, with Waller acknowledging the challenges posed by new data influencing future rate decisions [3] Geopolitical Developments - Ukraine's delegation for peace plan talks is returning from Geneva, following discussions between Russian President Putin and Turkish President Erdogan regarding a potential peace plan [4][9] - Erdogan has expressed readiness to mediate in the conflict, indicating broader international engagement on the issue [5] US Agriculture Sector - US Agriculture Secretary Rollins announces that aid for farmers is expected to be unveiled in the week following Thanksgiving, with a formal announcement anticipated soon [6] - China has resumed purchasing US soybeans, which could significantly boost US agricultural exports and farmer incomes [7][9] Market Movements - Spot gold prices have surged past the $4,080/oz mark, climbing 0.36% intraday, reflecting investor uncertainty or a flight to safety [10][9] - In US pre-market trading, major indices show gains, with tech giants like Google and Tesla leading the pack with increases of 3.5% and 2.1% respectively [11][9] Housing Market Imbalance - The US housing market experienced a significant imbalance in October, with home sellers exceeding buyers by 37%, marking the widest gap recorded since 2013 [13][9] - A report from the San Francisco Federal Reserve suggests that tariffs contribute to lower inflation and weaker aggregate demand, leading to higher unemployment [14]

日本在与台湾邻近的西南诸岛部署进攻性武器，中国外交部回应：刻意制造地区紧张，挑动军事对立。这一动向极其危险，需要引起周边国家以及国际社会的高度警惕。中方有决心有能力捍卫国家领土主权。 ...

Chinese land, US radar and ties to Taiwan: The geopolitics rattling a tiny Pacific nation https://t.co/B8HJapIQJ2 ...

Geopolitical Landscape - Japan's military build-up is a response to increasingly aggressive neighbors in China and North Korea [1] - The build-up is also due to an ever more unreliable ally in America [1]

Japan’s defense minister said plans to deploy missiles to the post were on track as tensions smolder between Tokyo and Beijing over Taiwan https://t.co/51pH3X1kCJ ...

Be in no doubt that this is a perilous moment. America’s proposal prescribes a deeply insecure future for Ukraine and richly rewards Vladimir Putin’s aggression https://t.co/lbCOXdsevI ...

Japan and the Philippines would struggle to stay out. But what about the rest? https://t.co/STZV09ZEMY ...

As long as the Ukraine war continues and Xi Jinping remains a supporter of Vladimir Putin, there are limited prospects for improvement in Europe’s relationship with China https://t.co/AjHylYnr61 ...