04:36 *(US) BOFA INSTITUTE: WEEK-TO-OCT 17TH TOTAL CARD SPENDING +4.9% Y/Y V +5.1% PRIOR WEEK; Lower-income spending growth has consistently outpaced higher-income spending growth over the past several weeks.04:02 MU Announces new quarterly bonus scheme for employees worldwide linked to company profits, in response to Taiwan union demands for profit-sharing04:46 UNG Drewry Shipping Consultants Webinar: The Qatar disruption has caused a “permanent shift” in LNG procurement, with buyers moving away from just-in-time purchases toward securing supply because availability—not price—has become the primary risk.04:40 KRN.DE Cuts FY26 Rev growth 1-2% (prior 3-5%); Cuts FY28 Rev target to €6.0-6.2B (prior around €7B); Cites challenging geopolitical conditions, customer cost increases and ongoing macroeconomic uncertainties.04:36 BARC.UK 04:30 ET Q3 Earnings Call: Barclays says its private-credit loan exposure remains classified outside the trading book under Basel 3.1; the mark-to-market is approximately £300 million within a £15 billion portfolio.05:03 (HU) Hungary Oct Business Confidence: -7.4 v -8.3 prior
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04:36*(US) BOFA INSTITUTE: WEEK-TO-OCT 17TH TOTAL CARD SPENDING +4.9% Y/Y V +5.1% PRIOR WEEK; Lower-income spending growth has consistently outpaced higher-income spending growth over the past several weeks.
04:02MU Announces new quarterly bonus scheme for employees worldwide linked to company profits, in response to Taiwan union demands for profit-sharing
04:46UNG Drewry Shipping Consultants Webinar: The Qatar disruption has caused a “permanent shift” in LNG procurement, with buyers moving away from just-in-time purchases toward securing supply because availability—not price—has become the primary risk.
04:40KRN.DE Cuts FY26 Rev growth 1-2% (prior 3-5%); Cuts FY28 Rev target to €6.0-6.2B (prior around €7B); Cites challenging geopolitical conditions, customer cost increases and ongoing macroeconomic uncertainties.
04:36BARC.UK 04:30 ET Q3 Earnings Call: Barclays says its private-credit loan exposure remains classified outside the trading book under Basel 3.1; the mark-to-market is approximately £300 million within a £15 billion portfolio.
05:03(HU) Hungary Oct Business Confidence: -7.4 v -8.3 prior

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12:24 (US) Market Trading Hours Summary: As expected, Dec PCE runs hotter than CPI, Q4 GDP impacted by shutdown; Supreme Court strikes down IEEPA tariff powers
S&P 5007714.5 ▼1.19%EUR/USD1.12 ▲0.55%USD/JPY157 ▼0.81%GBP/USD1.34 ▲1.44%OIL--Gold4097.8 ▼15%