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What are the main events for today?

Yale study finds ‘TACO gap’: U.S. tariffs on China far lower than Trump claims

China private survey manufacturing PMI (October 2025) 50.6 (expected 50.7)

China’s Premier Li Qiang to deliver keynote at Shanghai import expo

Russian Prime Minister Mishustin to visit China November 3–4, will meet Premier Li Qiang

Australian September Household Spending +0.2% m/m . September building permits +12% m/m.

South Korea factory activity contracts again as U.S. tariffs weigh on demand

Trump says U.S. will block China from getting Nvidia’s most advanced chips

Trump says not considering giving Ukraine Tomahawk missiles, could put US troops (Nigeria)

Australia private inflation indicator higher at 3.1% y/y in October (prior 3.0%)

JPY, JGB, Nikkei, UST traders note – it’s a market holiday in Japan today

New Zealand Building Permits, September 2025: +7.2% m/m (prior +6.1%)