Reports say Nvidia plans to remove Jensen Huang as CEO following allegations of extramarital affairs. Huang may stay as president in a reduced role. Credit default swaps unchanged at 141bps, suggesting limited near-term credit concern. Separately, Federated Hermes CIO R.J. Gallo argues the worst of the 2026 bond selloff is behind, citing the 10-year yield above expected nominal GDP growth. UK GDP grew 2.1% in September, above consensus, raising BOE rate hike expectations. Euro hit an 18-month low of $1.1065. Dollar index eased. Indonesia faces political uncertainty after VP resignation.
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