X（推特）上的财经、科技与宏观账号。按时间排，不论是否入选精选。
Oh, my sweet summer child... 引用 @LynAldenContact：The tragedy of it all is that rioting against inflation and cost of living by destroying stores just increases inflation and cost of living. Fiscal issues lead to social issues, which lead to more fiscal issues and more social issues.
UKMTO reporting that a tug got double-tapped in Hormuz this morning. A TUG! https://t.co/T2SAT7m81s
Spoke with @WarOnTheRocks about Trump's Russian diesel deal. What it is, what it isn't, and how it fits into our historic crisis in middle distillates supply. https://t.co/dN8XwhCnVe
美国10万亿美元AI基础设施热潮因项目延误、公众反弹和投资者信心不稳显现裂痕。相关建设支撑着美国经济，当前面临重新评估。
.@SecScottBessent: “Core inflation is down. Food is below the Fed’s targets. Prescription drugs have had the biggest decrease in history. Rents are down. This is an energy shock. We will get to the other side of the Iran conflict, and those prices will come down.” https://t.co/Xw8Vf8KW6y
“and then, kids, the President posted to Truth Social.” https://t.co/wUlwmzbJ26
企业债市场的稳健表现曾给股票交易员带来安慰，但过去几周这一支撑有所减弱。企业债收益率逐步走高，尤其是信用状况较弱的公司；最低评级债券收益率已升至2022年以来最高水平。
CRWV的债券价格是不是被操控了？CUSIP21873SAK4就是CRWV最近收益率飙升到15%以上的那支2032年到期的企业债券，13号这支债券交易量1120万美金、14号超过5000万美金，再去看看Crwv股票日交易量至少都是20亿美金以上。感觉影响债券价格比影响股市价格要更容易很多钱。 https://t.co/c5yFGbIc9V https://t.co/J7hKJ8vMqt 【被引推文】聊聊CRWV的真实压力以及对能都扛过此次危机？一周前觉得高Beta容易📉的其中一个原因是市场对债务的担心：博通给anthropic和openai担保了近千亿美金，spacex计划借债500亿美金
UKMTO 今晨报告又发生三起袭击：两起发生在波斯湾，其中一起据报由一名乘坐小艇、持 RPG 的人员实施；另一起是小艇在也门南部海岸附近骚扰一艘 LNG 油轮。
Nearly two-thirds of builders said immigration enforcement is affecting their labor force, up from 23% in March and 13% a year ago, according to a September John Burns Research & Consulting survey. “We’re almost dead in the water because our workforce is gone,” said Scott
Catch up on all the new #BLSdata and publications that came out this week! https://t.co/6g1gI9492s https://t.co/UyaVmNGTeD
伍德麦肯兹分析显示，未来五年美国数据中心表后天然气需求最多新增每日50亿立方英尺（5 Bcf/d）。McGuire 将其与约19–20 Bcf/d的现有LNG出口需求、约112–113 Bcf/d的近期美国天然气产量作比较，并称LNG和数据中心需求相对稳定，可能减少供暖需求急升时的灵活性。
一艘油轮在波斯湾内、远离霍尔木兹海峡处遭袭；小艇靠近后，有人向船只发射火箭推进榴弹。
Javier Blas称，10月16日15:29 GMT的Copernicus Sentinel 1 SAR影像显示，胡塞对相关区域发动弹道导弹袭击后，沙特延布和穆阿吉兹港仍有多艘油轮装载；沙特称袭击已被拦截。引用内容称，10月15日沙特波斯湾和红海码头装载了9艘VLCC及另外2艘Suezmax/Aframax原油船，总量超过2000万桶。
Global economic activity has navigated higher costs impressively well via a combination of income growth, savings and inventory drawdowns, debt, efficiency gains, slower margin growth, and selective price pass-through. But the longer the inflation hit persists, the greater the https://t.co/aTeZuGkcl
特朗普于周五晚签署行政令，豁免俄罗斯适用国会上月通过的新制裁立法。该措施被描述为给俄罗斯总统普京提供经济支持；美国正转向俄罗斯寻求降低天然气价格的帮助。
《当代商业调查》（Survey）新刊：政府收入与支出：2026年第二季度 https://t.co/rjTfXjQ9bA #SCB https://t.co/9fRJAhNwAM 原文： New in the Survey: Government Receipts and Expenditures: Second Quarter 2026 https://t.co/rjTfXjQ9bA #SCB https://t.co/9fRJAhNwAM
美国9月进口价格上涨1.1%，原因是非燃料价格上涨；出口价格上涨2.2%。
作者称，长期怀疑至少部分伊朗原油混入阿曼湾船对船转运，并欢迎新增的报道细节。作者认为，美国封锁已使伊朗出口和产量大幅下滑，但并非百分之百。
BUSINESS LEADERS SURVEY → Business activity in the New York-Northern New Jersey region’s service sector declined significantly in October. Employment was flat, and price increases remained widespread. Firms turned somewhat pessimistic about the outlook. Learn more: https://t.co/we32VREUAg
美国9月工业生产总量增长0.7%，其中制造业增长0.3%、公共事业增长3.5%、采矿业增长0.2%；产能利用率为76.9%。
El-Erian称，美国9月工业生产增长0.7%，高于0.4%的一致预期。帖文还提到，前一天零售销售和劳动力市场数据表现强劲，当日9月进口价格涨幅高于预期。
至少五名美联储官员在过去两周公开表示降息没有紧迫性；美联储主席凯文·沃什谈及向市场提供指引时称，“我们不做这类事”。引用内容称，鲍曼在 CPI 发布前表示需要时间观察经济变化；古尔斯比的发言未完整显示。
AI相关进口激增带来更大的进口价格压力，并正传导至国内生产者和消费者通胀。
美国9月进口价格环比上涨1.1%，其中燃料价格上涨4.8%，非燃料价格上涨0.7%。进口价格同比上涨8.1%，为2022年7月以来最快；非燃料进口价格同比上涨6.0%，为2022年4月以来最快。资本品进口价格同比上涨8.4%，原文称其增速为有记录以来最快，并称由AI带动。原文链接：https://x.com/GregDaco/status/2111087023461437622
Javier Blas称，延布和穆艾吉兹的卫星图像显示，沙特东西输油管道也在以很高负荷运行。利雅得方面此前称，该管道输送量接近每日600万桶。
沙特10月15日从波斯湾和红海码头装载超过2000万桶原油。根据Copernicus Sentinel-2卫星影像，当日装载船舶包括9艘VLCC，以及另外2艘Suezmax或Aframax。
I'm 37 today, which feels old but the past 7-8 months have felt like a dozen years so honestly pretty charitable in the scheme My only birthday request is that Friday does not Friday this particular Friday—looking forward to a calm day of oil market writeup-ing That'd be great https://t.co/voJvPz3
9月进口价格环比上涨1.1%，前值为上涨0.5%，此前值从上涨0.7%下修。出口价格环比上涨2.2%，前值为上涨1.2%，此前值从上涨0.6%上修。
9月工业生产环比增长0.7%，高于预期的0.4%和前值的0.1%。制造业生产增长0.3%，符合预期的0.3%，前值为下降0.2%。
Ukrainian attacks on Russian refineries did temporarily subside following the "Energy Truce" announced by Trump bc Kyiv obviously wants Moscow to stop bombing Ukrainian power plants ahead of winter. But Moscow wasn't interested, so we're back—another refinery strike last night. https://t.co/ttEcbyv
U.S. small-scale #solar generation has quadrupled in the last decade. #TodayInEnergy https://t.co/HDgrIxpiFp https://t.co/kyYI9lk3i0
Ukrainian attacks against Russian refineries/fuel facilities continue to re-ramp following the early-week lull that followed Trump's "energy truce" announcement In fact, all else equal, Russian diesel US sanctions relief actually further bolsters Kyiv's case for said strikes. 引用 @yarotrof：Ukraine
Brent crude launches back above $107/bbl Friday gonna Friday https://t.co/c19rV3K1gG
Spoke with Bloomberg's @roberttuttle about the perfect storm of factors—from exploding shipping rates to weak USGC fuel oil markets—currently standing between Canadian oil producers and their ability to take advantage of high global crude prices. Read: https://t.co/brDtmS3vmr https://t.co/OHm4ZUQu0
Also getting the first real rally in crude timespreads we've seen this week. Feels like we're missing a headline here. 引用 @Rory_Johnston：Brent > $108
Brent > $109 Seeing as of yet **very unconfirmed** reports of thermal anomalies around Yanbu that folks are interpreting as evidence of either an attack on loading infra or the East-West Pipeline [again] Stress the unconfirmed nature of said report; waiting for real news. 引用 @Rory_Johnston：Also g
LOL! 引用 @DeItaone：TRUMP: KATIE ZACHARIA WILL STAY IN SOME FORM, BUT MAYBE ANOTHER FORM
So, on that Yanbu/East-West Pipeline rumour confirmation... https://t.co/CX9IZiwqty
Dated Brent基准油价单日下跌约10美元/桶，北海现货溢价单日跌幅位居历史最大之列，或为史上最大。