沃什强化市场对美联储10月维持利率不变的预期
美联储主席凯文·沃什未能消除市场预期：美国央行在本月底会议上将维持利率不变。
#海外/地缘
外媒与科技媒体长文、研究号文章。按时间排，不论是否入选精选。
彭博利好AI 评分4242 彭博利空AI 评分2121 UK's Healey Set to Raise Taxes on Banks
UK Chancellor of the Exchequer John Healey is set to raise taxes on banks to fund cost-of-living support for voters and stabilize the public finances, according to people familiar with the matter. The move will likely involve increasing the bank surcharge that’s levied on top of the standard corpora
彭博利好AI 评分2626 IMF Quite Confident Argentina Able to Meet 2027 Debt Obligations
The International Monetary Fund is “quite confident” that Argentina’s authorities are in a position to meet next year’s debt obligations, said Luis Cubeddu, deputy director of the Western Hemisphere department.
彭博AI 评分1818 Japan’s Fukoku Mutual Life Counts on Cash to Mitigate Volatility
Japan’s Fukoku Mutual Life Insurance Co. is maintaining an elevated cash position as a buffer against volatile global markets and concerns about rising government spending in the country.
彭博AI 评分4949 伊朗战争推高风险之际，中国提前储备天然气保障冬季需求
分析师称，中国已储备足够天然气满足冬季需求。进口商提前补充库存，以应对伊朗战争可能带来的价格飙升风险。
路透社利好AI 评分1111 Euro gets much-needed reprieve as AI wobbles rock the dollar - Reuters
Euro gets much-needed reprieve as AI wobbles rock the dollar Reuters
路透社AI 评分77 China's super-rich scramble to exit offshore trusts, raise cash as taxman knocks - Reuters
China's super-rich scramble to exit offshore trusts, raise cash as taxman knocks Reuters
路透社AI 评分2020 Ukraine's resumption of strikes on Russian refineries is 'disgrace', Trump says - Reuters
Ukraine's resumption of strikes on Russian refineries is 'disgrace', Trump says Reuters
金融时报AI 评分88 EU resists bid to weaken emissions rules as leaders spar over energy costs
Also in this newsletter: Orbán’s favourite Brussels think-tank rebrands
金融时报AI 评分4646 美联储的沃什拒绝暗示10月加息，美元走弱
美联储的沃什拒绝暗示10月加息，美元走弱。相关言论发表于IMF会议期间，此前通胀数据推高了市场对连续加息的押注。
SolidotAI 评分2727 国际计量局通过决议用润时取代闰秒
国际计量局在法国凡尔赛召开会议，多数成员国投票支持一项《关于确保“协调世界时”（UTC）连续性所需的技术措施》的决议，这意味着使用了半个多世纪的闰秒将被取消。根据决议，取消闰秒的举措将于 2027 年 5 月 20 日（世界计量日）生效。此前，在国际计量局 2022 年举行的会议上，成员国投票通过一项决议，呼吁制定不晚于 2035 年逐步取消闰秒的计划。决议还建议用闰时取代闰秒，即等到“原子时”（TAI）和“世界时”（UT）的时刻相差 3600 秒（即1小时）时，再进行调整。闰秒因为需要频繁更改而会导致数字系统发生混乱，润时则需要 3000 多年才会修改一次。
Business Standard利空AI 评分2828 China's trade barriers remain a hurdle to closer bilateral ties: Sitharaman
Finance Minister said that Chinese non-tariff barriers are restricting Indian exports of generic drugs, beef, and vegetables, complicating efforts to strengthen trade and improve bilateral relations
彭博AI 评分2525 ECB's Rehn: Not Seeing Second-Round Inflation Impact
Olli Rehn, Finnish Central Bank Governor and ECB Governing Council member, discusses his outlook for the eurozone. He speaks on the sidelines of the IMF-World Bank Annual Meetings in Bangkok. (Source: Bloomberg)
CNBC利空AI 评分2626 The IPO drought is driving private equity-owned companies to the debt market to pay investors
Private equity firms are increasingly using debt-funded dividend recaps to return cash to investors as exits remain subdued.
CNBC利空AI 评分2121 One Singapore ship was sunk, but here's why others are still transiting the Strait of Hormuz
Singapore vessels are set to continue navigating the perilous Strait of Hormuz despite attacks on two container ships, said maritime experts.
路透社AI 评分2424 Philippines hits back at Chinese envoy over 'thinly veiled threat' of force - Reuters
Philippines hits back at Chinese envoy over 'thinly veiled threat' of force Reuters
路透社AI 评分1717 Fed's Warsh gives no hint on October policy decision - Reuters
Fed's Warsh gives no hint on October policy decision Reuters
金融时报AI 评分44 What do the Houthis want?
The Islamist group’s ambitions in their fight against Saudi Arabia range from the financial and military to grand visions of regional power and influence
金融时报利空AI 评分2121 US business leaders are waking up to the perils of plutopopulism
Companies wanted a president who would cut taxes and rules, they got one who has blown holes in free trade and global alliances
金融时报AI 评分44 The secret fight around financial flows
Quicker responses to trade challenges mean companies can free up capital
金融时报利空AI 评分3232 FirstFT: Healey signals tax raid on banks in UK Budget
Also in today’s newsletter: London’s UBS HQ offer and Merz vows to fight on
Business StandardAI 评分3333 Govt raises petrol export duty to ₹2.5/litre, cuts diesel duty to ₹8.5
The export duties are currently reviewed every fortnight and adjusted in line with movements in international crude oil and petroleum product prices
彭博利好AI 评分2929 ECB’s Rehn Praises Measured Approach, Sees More Data in December
European Central Bank Governing Council member Olli Rehn said policymakers will have additional information at the final rate decision of the year, while suggesting the current policy approach is working.
彭博利空AI 评分3030 Nagel Says He Can’t Exclude That ECB May Need to Hike Again
The European Central Bank might have to raise borrowing costs again, according to Bundesbank President Joachim Nagel.
彭博利好AI 评分2828 BOE’s Bailey Sees Little Evidence of Second-Round Inflation
Bank of England Governor Andrew Bailey said there is little evidence yet of inflation becoming embedded in UK price and wage-setting.
彭博AI 评分2929 Sitharaman Says Trade Barriers A Hurdle to China-India Ties
India faces growing trade imbalances with China as Beijing’s non-tariff barriers continue to restrict access for Indian products, Finance Minister Nirmala Sitharaman said on Friday.
彭博利好AI 评分2626 Lescure Says Bond Turmoil Helps France See Need for Discipline
French Finance Minister Roland Lescure said the current market turbulence is making political parties across the spectrum see the need for fiscal prudence, voicing optimism that his country’s parliament will back his budget.
彭博利好AI 评分4141 美联储主席凯文·沃什称美国正迎来投资热潮
美联储主席凯文·沃什表示，美国正迎来投资热潮，这在一定程度上得益于稳健的宏观经济政策和强劲的微观经济基础。他称这是全球经济最重要的积极进展之一。
路透社利好AI 评分1414 Indian shares on track for higher open on lower Treasury yields, SEBI relief - Reuters
Indian shares on track for higher open on lower Treasury yields, SEBI relief Reuters
金融时报利空AI 评分3131 ‘Early days’ to see full effect of energy prices on inflation, BoE’s Bailey says
Lengthy period of higher costs would squeeze corporate margins and spur some companies to raise prices
IT之家AI 评分3535 美国推动全球“AI”改口“SI”，谋求写入国际货币基金组织声明
IT之家 10 月 16 日消息，路透社昨日（10 月 15 日）发布博文，报道称美国正力推国际社会以“超级智能”（Super Intelligence，简称 SI）取代“人工智能”（AI）这一通用称呼，并希望将新术语写入国际货币与金融委员会（IMFC）的共识声明中。IT之家援引博文介绍，在曼谷举行的 IMF 与世界银行年会上，美国财政部负责国际事务的副部长艾琳 · 布朗（Erin Browne）表示，相比较 AI 而言，“超级智能”（SI）更能准确概括这项新兴技术。她称，美国上月已要求联邦政府各机构改用该表述，并明确将推广这一术语视为美方优先事项。由于美国目前担任二十国集团（G20）轮值主席
彭博利空AI 评分5454 彭博：欧盟拟制定贸易保障措施限制部分国家或企业进入单一市场
彭博称，欧盟正在制定拟议中的贸易保障措施，可能限制部分国家或企业进入其单一市场。摘要提及，相关背景包括9月欧中贸易顺差达到创纪录的350亿美元，以及一项混合动力汽车贸易协议。
彭博利好AI 评分3232 India IT Gains Favor as an Anti-AI Bet Despite Mixed Earnings
Indian IT shares climbed to a five-week high.
彭博利好AI 评分2424 Indian Software Stocks Set to Beat AI Peers by Most in Decades
India’s information-technology stocks are poised to beat their global semiconductor rivals by the most in two decades this week, with analysts saying the sector is set to keep outperforming as the artificial-intelligence rally unwinds.
CNBCAI 评分3838 Russia returns to G20 table in Bangkok on U.S. invitation that angers Europe
Russia’s return to the G20 table has tested how far Washington’s outreach to Moscow will strain ties with European allies.
路透社AI 评分1616 China says Israel should stop its 'forced establishment' of West Bank settlements - Reuters
China says Israel should stop its 'forced establishment' of West Bank settlements Reuters
彭博利好AI 评分1717 Europe Not at Stage Where ESM Has to Jump In, Gramegna Says
The situation in euro-area bond markets is contained and far from requiring intervention from the bloc’s rescue fund, according to European Stability Mechanism Managing Director Pierre Gramegna.
路透社AI 评分2020 North Korea says opening ceremony was held for new bridge to China - Reuters
North Korea says opening ceremony was held for new bridge to China Reuters
路透社AI 评分2323 Taiwan tells its people to shun Chinese anniversary events for revolutionary hero - Reuters
Taiwan tells its people to shun Chinese anniversary events for revolutionary hero Reuters
路透社利好重大AI 评分4747 特朗普称正与俄罗斯和中国讨论无核化
特朗普称，他正与俄罗斯和中国讨论无核化。