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US banks into easing — NIM, curve, and credit quality after the Sep cut, from our Hong Kong desk.

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November opens on ISM/PMIs then JOLTS/NFP; Nasdaq is soft on 1M while LQD and gold stay washed—do not treat long IG as the cut proxy. Premium and consultations remain available when you need them.

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This week from the desk

Macro snapshot · Hong Kong time · week of 2–6 Nov 2026

November data week: manufacturing then labor

Monday ISM/S&P manufacturing (ISM cons. 54.7, prices 77.2) opens the growth dial; Tuesday JOLTS (cons. 7.110M) and Friday NFP (cons. 63K / AHE 0.3%) verify the post–late-Oct FOMC path.

Equities washed; duration only repaired

Nasdaq −5.0% 1M and Bitcoin −4.2% 1M after the Sep CPI/PPI cluster; LQD flat 1M and the long-bond proxy +1.1% 1M—repair, not a free long-IG green light.

Cross-asset leaders

Leaders: long-bond proxy +1.1% 1M, LQD −0.0% 1M, S&P −1.0% 1M. Soft: Nasdaq −5.0% 1M, STOXX −5.0% 1M, gold −6.7% 1M, CSI −8.5% 1M.

November opens on manufacturing surveys then the labor gate. Size for expansion-near-consensus with sticky survey prices and orderly labor cool as base; keep quality selective; long IG/30Y cautious; gold armed for sticky-wage / hawkish-path risk.

November manufacturing outlook · full analysis Labor market expectations · full analysis

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