In search of tax alpha
The taxman is losing patience with Americans’ shrewd use of tax losses
#宏观/数据
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。
经济学人AI 评分77 路透社AI 评分5858 美国能源信息署称美国用电量将在2026年和2027年创纪录新高，AI用电增加
美国能源信息署称，美国用电量预计将在2026年和2027年创下纪录新高，AI用电增加是标题提及的背景。Feed 未提供完整正文。
彭博AI 评分1515 US Heating-Oil Bills Expected to Rise 21% This Winter, EIA Says
Heating bills for American households that rely on oil to warm their homes are expected to be 21% higher than last winter, according to the US Energy Information Administration.
路透社AI 评分2121 Cost-of-living crises have lasting impact on inflation expectations, poverty, IMF says - Reuters
Cost-of-living crises have lasting impact on inflation expectations, poverty, IMF says Reuters
路透社利空AI 评分4545 美国8月进口创纪录，贸易逆差扩大
美国8月进口创纪录，贸易逆差进一步扩大。
CNBCAI 评分3333 UBS CEO warns ‘hard measures’ are needed to tackle French debt crisis, as turmoil worsens
UBS CEO Sergio Ermotti warned that "hard measures" are needed to tackle France's spiraling debt crisis.
CNBCAI 评分1919 High diesel prices may put 'another squeeze' on the consumer, economist says
The impact of soaring diesel prices is less evident to consumers than that of gasoline.
卫报AI 评分1313 JD Vance and Ted Cruz are fighting for control of the GOP. The problem? Neither is called Trump | Arwa Mahdawi
Having seemingly written off the midterms, the Republican bigwigs are making their pitches for 2028. But the current commander-in-chief could be looking closer to homeThe US midterm elections are a month away and it’s looking rough for the Republicans. I wouldn’t discount devious schemes behind the
金融时报AI 评分1010 Ireland offers tax cuts in budget to help with cost of living
Dublin will record another budget surplus this year but faces warnings it is too reliant on volatile tax revenues from US multinationals
彭博利空AI 评分2828 Canadians Expect Higher Inflation as Bank of Canada Weighs Hikes
A majority of Canadians expect inflation to increase over the next 12 months, a potentially worrying sign for the Bank of Canada as it weighs interest-rate hikes.
彭博AI 评分2424 Brazil Market Euphoria Hinges on Fixes Flávio Bolsonaro Is Yet to Lay Out
Investors are betting Brazil’s election-fueled rally has just begun — a wager that ultimately hinges on a fiscal overhaul markets have long demanded, but still know little about.
彭博利空AI 评分1515 Francia paga por décadas de déficits fiscales y crisis
París enfrenta una factura creciente por su deuda justo cuando la política dificulta una solución. Los mercados se preparan para una volatilidad que podría prolongarse hasta las elecciones.
彭博AI 评分2020 Ireland Reduces Energy Taxes in Budget Aimed at Appeasing Voters
Ireland announced a slew of energy measures in its budget Tuesday as part of a plan to to quell voters’ anger over rising fuel and heating costs.
彭博利好AI 评分3030 Wall Street Eyes Record Bonuses With Profit on Pace for $90 Billion
New York’s trading and investment-banking firms are poised to deliver record earnings for the industry with profit on pace to exceed $90 billion and bonuses expected to reach an all-time high. Herman Chan of Bloomberg Intelligence has more. (Source: Bloomberg)
CNBC利空AI 评分5252 美国贸易逆差升至1056亿美元，为去年特朗普关税实施前以来最高
美国贸易逆差升至1056亿美元，为去年特朗普关税实施前以来最高。该数据较7月增长13.7%，高于道琼斯1020亿美元的一致预期。
路透社利好AI 评分1616 World Bank raises Africa's 2026 growth forecast, urges AI investments - Reuters
World Bank raises Africa's 2026 growth forecast, urges AI investments Reuters
金融时报利好AI 评分5858 Vitol负责人警告油轮短缺及油价达每桶200美元的风险
全球最大独立石油贸易商Vitol的负责人警告，油轮运输收紧正在形成新的瓶颈，尽管海湾地区原油流量增加。标题提及油价存在达到每桶200美元的风险。
彭博AI 评分2828 World Bank Lifts Growth Forecast for Africa Despite Challenges
Sub-Saharan Africa’s economic growth will accelerate slightly this year despite headwinds from the Iran war, the World Bank said.
彭博AI 评分3333 Man Group Disputes View That High Inflation Is Bad for US Bonds
High inflation alone isn’t bad for US Treasuries — instead, it’s a rapid increase in the pace of price growth that does the most damage, according to a study by Man Group.
彭博AI 评分3939 Canada Exports to US Surged in August Ahead of New Tariffs
Canadian exports to the US rose sharply in August as importers appeared to rush to get ahead of new tariffs imposed by the Trump administration toward the end of the month.
彭博利空AI 评分4343 美国8月贸易逆差扩大至1056亿美元，进口额创纪录
美国8月贸易逆差大幅扩大，达到2025年初以来最高水平。资本品进口激增推动进口额创下纪录。
CNBCAI 评分2525 Car buyers are stretching loans to afford payments — it's a 'potential warning light,' analyst says
A record number of car buyers took out 84-month or longer loans in the third quarter, but rising amounts financed are pushing monthly payments to new highs.
路透社利好AI 评分5353 沙特能源部长称东西向输油管道输油量达到580万桶
沙特能源部长称，经东西向输油管道输送的石油达到580万桶。材料未提供更多时间范围或背景信息。
金融时报AI 评分2020 Healey warns banks that UK faces ‘challenging’ fiscal picture but stays tight-lipped on tax
Chancellor refuses to give executives from banks including Barclays, HSBC and NatWest any guidance on whether they will face Budget tax increases
The VergeAI 评分33 The planetary wave headed for California isn’t what you think it is
A rather strong "planetary wave" recently slammed into South America and is making its way toward California. In case you're worried about headlines warning of the supposedly "freak" phenomenon "bringing trouble," it's worth understanding what this wave really is and isn't. Called a Kelvin wave, it'
Business Insider利空AI 评分5353 达利欧预计美国三年内面临债务危机，称AI热潮高度依赖债务融资
Ray Dalio预计美国将在未来三年内面临债务危机，称不断增长的国债及偿债成本已使美国“接近极限”。美国国债在8月突破40万亿美元，利息支出每年超过1万亿美元，接近联邦预算的五分之一。达利欧还称，AI热潮高度依赖债务融资，AI超大规模云服务商开始遇到信贷问题，过度投资可能推高科技泡沫风险。
彭博利好AI 评分2626 Investors Pounce on South Africa’s Bonds at Weekly Auction
A weekly auction of government debt on Tuesday attracted the strongest demand in four months as yields among the highest in emerging markets enticed investors flush with cash from coupon payments.
财富AI 评分1919 ‘We take the unpopular stance that a bond-market crisis would be a good thing’: Wall Street is losing its patience with government debt
Everything you need to know before you reach the office this morning.
彭博AI 评分3838 BOE’s Mann Says Labor Market Isn’t Weak Enough to Tame Inflation
Bank of England rate-setter Catherine Mann said the labor market is “static” rather than loose as she warned inflationary pressures are becoming embedded.
金融时报利空AI 评分1919 Healey warns banks that UK faces ‘difficult’ fiscal picture but stays tight-lipped on tax
Chancellor refuses to give executives from banks including Barclays, HSBC and NatWest any guidance on whether they will face Budget tax increases
路透社AI 评分4040 雪佛龙CEO称，中东冲突持续令石油和燃料供应缓冲收窄
雪佛龙CEO表示，随着中东冲突持续，石油和燃料供应缓冲正在收窄。
AxiosAI 评分1414 Missing details keep U.S. plague response on hold
Two big unknowns stand in the way of determining how serious the plague threat in Russia is and whether travel advisories, restrictions at U.S. ports of entry or other precautions are warranted. We still don't know which pathogen killed a Russian researcher, or how well contained it is.Why it matter
彭博AI 评分2020 France’s Le Pen Calls on ECB to Lower Euro-Area Borrowing Costs
French far-right presidential candidate Marine Le Pen called on the European Central Bank to lower borrowing costs to give euro-area countries headroom to invest in their sovereignty, defense and technology.
彭博AI 评分2929 Chevron’s Wirth Warns US Diesel Curbs Could Send Prices Higher
A US ban on diesel exports could result in higher prices in some parts of the country as well as causing issues with other nations that rely on American supplies, Chevron Corp. Chief Executive Officer Mike Wirth said on Tuesday.
彭博AI 评分2828 Merlin Debt Backed by London Eye Is Fetching a High Price Tag
Credit traders are quoting Merlin Entertainments Ltd.’s private loans far above the distressed prices of the leisure-park operator’s existing securities, reflecting the value investors place on debt backed by prized UK assets like the London Eye.
CNBC利空AI 评分2121 Britain is on 'thin ice,' warns ex-Bank of England chief economist — and it must act to 'appease financial markets'
Britain has the highest government borrowing costs in the G7.
卫报AI 评分1414 US households pay 62% more for water than they did a decade ago, study finds
For-profit water corporations, federal cuts and climate crisis are ‘supercharging water rate hikes’, study co-author saysUS households are paying 62% more for drinking water than they did a decade ago – outpacing inflation, grocery prices and household incomes, according to a new study.Food & Water
IT之家AI 评分3939 交通运输部：10 月 5 日全社会跨区域人员流动量 30333.7 万人次，同比增长 1.7%
IT之家 10 月 6 日消息，交通运输部今日公布的最新数据显示，2026 年 10 月 5 日（国庆假期第 5 日），全社会跨区域人员流动量 30333.7 万人次，环比下降 0.7%，比 2025 年同期（10 月 6 日，中秋国庆假期第 6 日，下同）增长 1.7%。IT之家附 2026 年 10 月 5 日具体数据如下：铁路客运量 2104.7 万人次，环比增长 3.6%，同比增长 28.5%公路人员流动量 27831 万人次，环比下降 0.9%，同比增长 0.1%公路营业性客运量 3981 万人次，环比增长 4.2%，同比增长 3.7%高速公路及普通国省道非营业性小客车人员出行量 2
彭博AI 评分1919 Hungarian Central Banker Floats 2031 Euro Adoption Scenario
Hungary could adopt the euro as early as 2031 if the government set an ambitious goal of meeting the common currency criteria by 2029, according to central bank Deputy Governor Zoltan Kurali.
彭博利好AI 评分2121 Hungary’s Industrial Output Surges On High-Value Manufacturing
Hungary’s industrial production jumped in August by more than double the amount forecast by analysts, helped by strong growth in the high-value automotive and electronics manufacturing sectors, the statistics office said.