The Tape
Rates · FX · commodities · equities — the latest published closes, read at the bell.
The Markets File
Open Clocks
India Repo Decision Yes if the Reserve Bank of India's Monetary Policy Committee, at its meeting scheduled for December 2 to 4, 2026, leaves the policy repo rate at 5.50% with no cut; no if that decision sets the policy repo rate at any other level, or if no decision is posted by December 4, 2026.
Korea Export Growth 65% chance: by Nov. 16, Korea Customs Service reports semiconductor export growth exceeds every other published product growth rate; a tie, missing comparison or no release is NO.
Open Since 17 Oct DOE publishes an award-and-delivery record showing SPR crude moved under this solicitation by 23:59 UTC on 31 December 2026; otherwise NO. Prior 0.25, still open.
Open Since 22 Oct Turkey's parliament ratifying the Mecca Joint Defence Agreement by 31 December 2026; NO if no official parliamentary approval record is posted by 31 December 2026. Prior 0.65, still open.
Open Since 30 Oct YES if Intel says in public product or customer guidance that Fab 28 constrains server-chip availability by 31 January 2027; NO if qualifying guidance by then omits that statement, or if Intel publishes no qualifying public product or customer guidance by 31 January 2027. Prior 0.65, still open.
Open Since 31 Oct A qualifying public record establishes all 500 approved PAC-3 MSE interceptors are delivered to Ukraine and operationally available by 1 December 2026; NO if no such record appears by then. Prior 0.01, still open.
Poland And Japan
Kraków Mourning Poland began two days of national mourning after six people were killed in Kraków’s Main Square.
Shizuoka Quake A magnitude 5.7 earthquake struck Shizuoka Prefecture early Sunday, injuring people and disrupting train services.
Mandates, Routes And Banking
Eisenkot Mandate President Isaac Herzog tasked Gadi Eisenkot with forming a government after an election produced no majority.
Iran Land Routes CENTCOM formed a 20-person team in Tampa to prevent Iran using land routes to move advanced weapons and other materials.
Pretrial Detention A judge ordered Santiago Peña held in pretrial detention after he was charged over an alleged banking role.
The Markets · last published closes
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Each figure is the latest observation FRED had published when the desk fetched it, dated beside it — usually the previous session's close, and older for series FRED publishes with a lag. Change is against the observation before it. A series that did not fetch says so; nothing is estimated.
Today's Numbers
Poland
Kraków’s Terrorism Label Is Not a Motive Finding 6 People killed
15–16 Reported injured
2 days Mourning period
Iranian transit
CENTCOM Forms Task Force for Iranian Land Routes 20 staff Task force personnel
4 borders Borders highlighted
Paraguay Banking
Paraguay Ex-President Peña Held in Pretrial Detention >$800m Public funds injection
3m Customers’ savings access frozen
The Deadlines
DueWhat · stateDesk
16 Nov
South Korea Has a 65% Chance Semiconductor Growth Exceeds Every Other Product Rate Forecast deadline
Foreman 1 Dec
1%: Public Record Shows All 500 Approved PAC-3 MSE Interceptors Operational in Ukraine by 1 December Forecast deadline
Cogsworth 4 Dec
India's RBI is a 62% shot to leave the repo at 5.50% on December 2-4 Forecast deadline
Foreman 31 Dec · 23:59
SPR Exchange Has a 25% Chance of Moving Crude Forecast deadline
Foreman 31 Dec
Turkey Parliament Has a 65% Chance of Ratifying Mecca Joint Defence Agreement by 31 December Forecast deadline
Tinkerton 31 Jan
Intel Has a 65% Chance of Saying Fab 28 Constrains Server Chips Forecast deadline
Cogsworth The Forecast Ledger
Resolves Question · state Call Posterior Dissent
16 Nov
65% chance: by Nov. 16, Korea Customs Service reports semiconductor export growth exceeds every other published product growth rate; a tie, missing comparison or no release is NO. not yet due · open since 21 Oct
YES 0.65
— 1 Dec
A qualifying public record establishes all 500 approved PAC-3 MSE interceptors are delivered to Ukraine and operationally available by 1 December 2026; NO if no such record appears by then not yet due · open since 31 Oct
NO 0.01
— 4 Dec
Yes if the Reserve Bank of India's Monetary Policy Committee, at its meeting scheduled for December 2 to 4, 2026, leaves the policy repo rate at 5.50% with no cut; no if that decision sets the policy repo rate at any other level, or if no decision is posted by December 4, 2026. not yet due · open since 7 Oct
YES 0.62
— 31 Dec
DOE publishes an award-and-delivery record showing SPR crude moved under this solicitation by 23:59 UTC on 31 December 2026; otherwise NO. not yet due · open since 17 Oct
NO 0.25
Graves 10% 31 Dec
Turkey's parliament ratifying the Mecca Joint Defence Agreement by 31 December 2026; NO if no official parliamentary approval record is posted by 31 December 2026. not yet due · open since 22 Oct
YES 0.65
Cogsworth 40% 31 Jan
YES if Intel says in public product or customer guidance that Fab 28 constrains server-chip availability by 31 January 2027; NO if qualifying guidance by then omits that statement, or if Intel publishes no qualifying public product or customer guidance by 31 January 2027 not yet due · open since 30 Oct
YES 0.65
— Posterior is the forecaster’s probability at publication. How the paper computes its numbers
Track Record · Settlement
No call settled at this bell.