币安冻结资产：疑似遭黑客攻击

THE TOP STORIES THIS HOUR. INTEL PLUNGING IN LATE TRADE ON WEAKER THEN EXPECTED REVENUE FORECAST. AMAZON UNDER PRESSURE AS WELL. SHARES TUMBLING BY A RECORD AFTER SALES DISAPPOINTED. REVIVING DOUBTS OVER THE AI TRADE. ALSO AHEAD, THE BANK OF JAPAN EXPECTED A WHOLE EVEN AS UNDERLYING INFLATION FINALLY REACHES ITS 2% TARGET. PLUS, THE DEMAND OUTLOOK FOR APPLE PRODUCTS. HAIDI: TAKE A LOOK AT THE SET UP FOR THIS FRIDAY.

THESE ARE THE PICTURES WE NEED TO BE PROCESSING. SOME OF THE DOWNSIDE THROUGH FROM INTEL'S PLUNGE. DESPITE THE ONLINE BUSINESS GROWTH SEEING THAT SLOWDOWN. TO THAT END WE ARE SEEING THE DOWNSIDE FOR NASDAQ FUTURES. U.S. FUTURES UP BY 7/10 OF A PERCENT. EXTENDING THESE LOSSES. BACK ON TRACK FOR A THIRD TIME. WE ARE UP IN SYDNEY. ONE OF THE LESSER PRESSURE IS. TAKE A LOOK AT TREASURIES AS WELL. WE SAW THAT ACROSS U.S. BONDS.

PARTICULARLY IN THE TECH GIANTS. REACTING IS A BIT OF A HEDGE FOR A CHANGE. WE SAW THE OIL STORY PLAY THROUGH AS WELL. AT THE MOMENT WE ARE SEEING THAT REVIVAL IN OIL PRICES. THEY ARE NOW SCIENCE THAT THE U.S. COULD RESUME MILITARY STRIKES AGAINST IRAN. PRESIDENT TRUMP HAS BEEN BRIEFED ON SOME MILITARY OPTIONS. SHERY: IT IS BOJ DAY AGAIN. LET'S BRING IN OUR REPORTER. LET ME START WITH YOU. OFFICIAL CPI DATA HAS BEEN THERE SINCE 2022.

THAT IS CORRECT. THEY ARE LOOKING AT A LOT OF FACTORS THAT ARE NOT INCLUDED IN GOVERNMENT DATA. IT TAKES OUT A LOT OF DISTORTIONS. IT TAKES OUT THE SUBSIDY EFFECT. THAT IS WHY WE WILL SEE THAT TODAY. THE UNDERLYING TREND. SHERY: WHAT SHOULD WE BE WATCHING FOR?

THE KEY THING IS WE DO NOT EXPECT HIM TO CHANGE POLICIES. THE KEY WILL BE WHAT IS SAID ABOUT THAT UNDERLYING TRANSLATION. WE EXPECT CONVERSATIONS WE HAVE HAD TO BE FAMILIAR. WE EXPECT THAT THE TARGET HAS FINALLY BEEN MET. NOBODY NEEDS TO KEEP THOSE SETTINGS ACCOMMODATED. TO ENSURE THAT THE POLICY RATE IS NEITHER RESTRICTED NOR STIMULATIVE. SHERY: IT SEEMS I TRADERS ARE CONVINCED THAT THE BOJ WILL NOT MOVE.

THAT IS RIGHT. THAT IS WHY WE SEE THE TWO-YEAR OPTION. THE MORE INTERESTING STORY HERE IS WHAT THAT WOULD MEAN FOR THE YEN. I THINK SENTIMENT FOR THE YEN HAS BECOME BETTER OVER THE PAST FEW WEEKS. THE YEN HAS SEEN SOME OF THAT. WE SAW GOLDMAN COMING OUT TO SAY THAT IT IS A MORE EFFECTIVE HEDGE AGAINST RISKS. THAT SENTIMENT CAN CHANGE VERY QUICKLY. WE ARE RIGHT NOW IN THE 158 RANGE FOR DOLLAR-YEN. THAT HAS NOT BEEN AS ACTIVE.

IF WE GET WEAKER THAN EXPECTED MESSAGING WE MIGHT AS WELL SEE THE YEN GOING BACK TO THAT LEVEL. WE MIGHT SEE INTERVENTION COMING INTO PLAY. SHERY: WE HAVE SEEN A BIT OF RECOVERY WHEN IT COMES TO THE JGB SPACE, ESPECIALLY IN THE LONG END.

IT IS A VERY INTERESTING STORY. THERE ARE A COUPLE OF FACTORS THAT PLAY. WE SEE A RETURN OF GLOBAL BUYERS. SOME HAVE BECOME MORE CONSTRUCTIVE. A LOT OF THEM HAVE INDICATED THAT THEY WILL MAINTAIN OR EVEN INCREASE. THAT IT'S VERY PROMISING. THAT STORY WILL TAKE A BIT LONGER. I THINK WHAT IS A BIGGER FACTOR IS THE FISCAL SIDE OF THINGS. WE GET THE FISCAL BUDGET. MORE CLARITY ON THAT FOR THE END OF THE YEAR. PEOPLE ARE STILL WAITING TO SEE IF THE GOVERNMENT WILL FUND THOSE TAX CUTS.

SHERY: THOSE NUMBERS LIKE SUBSIDIES TO MITIGATE THE COST OF LIVING HERE IN JAPAN ALSO HAVE KIND OF BLED INTO THESE INFLATION NUMBERS. WHEN IT COMES TO LOOKING AHEAD TO THE POTENTIAL PACE OF TIGHTENING FOR THE BANK OF JAPAN, WHAT WILL BE IMPORTANT FOR THE GOVERNOR?

WE EXPECT IN THE MARKET EXPECTS THAT THERE IS AN 80% CHANCE THAT WE WILL SEE A HIKE IN DECEMBER. THE KEY THING IS HE WILL CONTINUE TO WATCH THE UNDERLYING TRENDS AND PACE OF INFLATION. THE KEYWORDING HE WILL SAY TODAY IS THAT THEY NEED TO ANCHOR THAT RATE. SO WE HAD THE BOJ SAYING THEY HEADED ENTERED A NEW PHASE OF MONETARY POLICY. THAT DID NOT GET AS MUCH ATTENTION AS IT DESERVES. WITH THE GOVERNOR WAS TRYING TO SAY IS UNTIL NOW WE HAVE REALLY BEEN TRYING TO NURTURE INFLATION.

FROM NOW ON IT IS ABOUT PUTTING A LID ON IT AND MAKING SURE IT DOES NOT GO TOO FAR. WE NEED TO PREVENT THAT.

ESPECIALLY WHEN YOU HAVE THE JAPANESE YEN AND ITS WEAKNESS FUELING INFLATIONARY CONCERNS. IS THERE RIGHT NOW MORE OF AN UNDERSTANDING OF HOW MUCH THE INFLATION WE ARE SEEING HERE IS DOMESTICALLY MADE AS OPPOSED TO PUSH COSTS?

WE'RE DEFINITELY SEEING COMING FROM BOTH SIDES. LABOR COSTS HAVE BEEN A BIG FACTOR ALL ALONG. IT IS FORCING COMPANIES TO RAISE PRICES IN ORDER TO PROTECT MARGINS. ALL EVIDENCE SO FAR FOR THE NEXT ROUND OF WAGE NEGOTIATION SHOWS THAT MOMENTUM WILL CONTINUE. WE EXPECT TO SEE COMPANIES CONTINUE TO RAISE PRICES AS THEY COMPETE TO RETAIN AND LURE EMPLOYEES. IT IS ALSO OVERSEAS. THE YEN'S EFFECT ON IMPORTS. AND WHAT IS HAPPENING IN THE ENERGY MARKETS WITH THE MIDDLE EAST SITUATION.

WE EXPECT THE GOVERNOR TO SAY TODAY THAT WE NEED TO CONTINUE TO WATCH CONDITIONS AND DEVELOPMENTS IN THE MIDDLE EAST TO DETERMINE WHAT IS COMING AHEAD. SHERY: WE ARE SEEING A LITTLE BIT OF SUPPORTING GLOBAL DEBT MARKETS INCLUDING TREASURIES OVERNIGHT. WE SAW AN EASING OF OIL PRICE IS A LITTLE BIT. WHEN IT COMES TO WHAT IS HAPPENING IN JAPAN, WHAT ARE THE EXPECTATIONS FOR THE JGB SPACE? WILL HIGHER YIELDS ACTUALLY BE ABLE TO ATTRACT AND OFFSET THOSE PRESSURES THAT THE MARKET IS SEEING?

I THINK THE PREVAILING TRAIT SO FAR IS THE FLATTENING OF TRADE. THAT IS BECAUSE PEOPLE EXPECT THE BOJ TO CONTINUE TO RAISE RATES. THE LONG AND HAS REALLY OUTPERFORMED. I THINK THAT TREND IS SET TO CONTINUE. AS LONG AS THE BOJ CONTINUES TO DELIVER AND WE HAVE THIS ON THE FISCAL SIDE OF THINGS. THAT WILL SUPPORT THE TRADE GOING ON. SHERY: WHAT IS THE TIMELINE RIGHT NOW WHEN IT COMES TO MORE KNOWLEDGE ABOUT THESE TAXES?

PEOPLE ARE TARGETING THE END OF THE YEAR. THAT WILL BE VERY CLOSELY WATCHED. SHERY: WE WILL GET YOU MORE ON THE BANK OF JAPAN POLICY DECISION AND YOU CAN ACTUALLY GO ONLINE ON YOUR TERMINAL. THAT IS THE FUNCTION WHERE YOU CAN GET UPDATES, COMMENTARY, AND ANALYSIS FROM OUR EXPERT EDITORS.

JUST SOME DATA CROSSING IN THE LAST TWO MINUTES. IT IS INDUSTRIAL NUMBERS OUT OF SOUTH KOREA. THESE ARE PRETTY HOT NUMBERS. RISING 9% ON THE MONTH. MUCH STRONGER THAN WHAT ECONOMISTS WERE EXPECTING INCLUDING THOSE AT BLOOMBERG. WE ARE REALLY LOOKING AT SOME OF THE NUMBERS WHEN IT COMES TO THE CHIPS SEARCH. 263% ON THE YEAR FROM 109 PERCENT IN AUGUST. HIGHER CHIP PRICES. GROWTH IS STRENGTHENED BY MORE THAN 40% OVER THAT TIME.

INDUSTRIAL PRODUCTION IS CLEARLY STRONG. VEHICLE PRODUCTION SAW A REBOUND AS WELL WITH THE END OF THE LABOR STRIKE. AT THE HYUNDAI PLAN. ALL OF THIS IS BUILDING AN EXPECTATION FOR THE BANK OF KOREA TO RESUME TIGHTENING WHEN IT COMES TO NOVEMBER. CPI LOOKING LIKE IT WILL PULL BACK A LITTLE BIT BUT STILL UNDERLYING CPI STICKY ENOUGH FOR THE BANK OF CREATIVE MOVE IN NOVEMBER. COMING UP, INTEL AND AMAZON CHAIRS ARE SINKING.

PLENTY TO DISLIKE WITH THOSE CURRENT RESULTS. PLUS THE COMPANY SWINGS BACK TO PROFIT. MORE AHEAD. THIS IS BLOOMBERG. ♪ HAIDI: TECH PRESSURES HAVE REVIVED AS WE GO INTO THE ASIAN SESSION. THESE ARE A COUPLE OF THE STORIES WE ARE LOOKING AT TO THE DOWNSIDE. INTEL OFF BY 23%. AS WE CONTINUE TO WATCH SOME OF THE PRESSURE WHEN IT COMES TO THE SUPPLY SNAGS THAT HAVE HURT THE OUTLOOK. ALSO WATCHING AMAZON AS WELL. AMID A SLOWDOWN IN SOME OF ITS BUSINESSES.

LET'S BRING IN OUR TECH REPORTER FROM SEATTLE TO JOIN US WITH MORE DETAILS ON THE AMAZON EARNINGS. NOT A GREAT TIME TO BE BRINGING OUT BIG SPENDING NUMBERS WHEN IT SEEMS LIKE THE E-COMMERCE SIDE OF THE BUSINESS AND EVEN AWS DISAPPOINTED SOME INVESTORS.

THE CLOUD COMPUTING NUMBERS PRETTY GOOD. NO HUGE ALARM THERE. BUT THE CAPEX NUMBER WAS QUITE BIG. A LOT HIGHER. THAT THEY ARE SPENDING ON PROPERTY AND EQUIPMENT. ALSO SOME OF THESE REALLY LIGHT NUMBERS ON THEIR E-COMMERCE BUSINESS. THEY HAVE THIS BIG ANNUAL SALE, PRIME DAY, WHICH THEY TYPICALLY HAVE IN THE THIRD QUARTER. THEY MOVED IT TO THE SECOND QUARTER THIS YEAR. THAT THROUGHOUT THE THIRD QUARTER NUMBERS. WHILE THE ANALYST KNEW THAT GOING IN AND THEY STILL DID NOT EXPECT THE E-COMMERCE BUSINESS AND ADVERTISING R