Blackstone's Gray on 'Tough Choices' Ahead
Blackstone President and COO Jonathan Gray says fiscal challenges in Western economies will mean governments will have to make "tough choices". (Source: Bloomberg)
#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AI 评分2121 彭博AI 评分1414 Rishi Sunak on the End of the 'Rules-Based Framework'
Former UK Prime Minister Rishi Sunak says the politics of President Trump are a symptom of the global trend of a multilateral, rules-based framework coming to an end. (Source: Bloomberg)
路透社利空AI 评分2727 IMF cites AI slowdown, spiking yields as looming global market risks - Reuters
IMF cites AI slowdown, spiking yields as looming global market risks Reuters
路透社AI 评分2828 Trump says he does not believe China and Russia are helping Iran 'at all' - Reuters
Trump says he does not believe China and Russia are helping Iran 'at all' Reuters
金融时报AI 评分4242 硫磺争夺加剧，对全球食品价格构成新威胁
资金雄厚的矿商出价高于化肥生产商，争夺供应紧缺的硫磺。硫磺是矿业和化肥生产都会用到的商品，这场争夺对全球食品价格构成新的威胁。
金融时报AI 评分66 Unreliable Boyfriend — Chrystia Freeland’s roadmap for dealing with a chaotic superpower
Canada’s former deputy prime minister’s memoir chronicles her political ups and downs while offering a strategy to survive the US president’s bullying
金融时报AI 评分3030 UK chances of keeping £3.8bn bitcoin haul rise after High Court ruling
Judge in London rules that Chinese victims of massive crypto fraud cannot rely on English law to seek compensation
金融时报AI 评分1212 Why Trump is going for Zelenskyy’s jugular
No matter how much America’s allies urge the president to back Ukraine, he cannot forgive its leader for showing up his dealmaking impotence
金融时报AI 评分3737 EU hybrid curbs to offer only ‘temporary’ respite against Chinese carmakers
European automotive industry welcomes deal as ‘first step’ to create fairer playing field
金融时报AI 评分1414 FirstFT: IMF sounds alarm on dire public finances
Also in today’s newsletter: US Treasuries and Houthi attacks
Business Standard利好AI 评分1414 Govt's free trade push could lead to $140 billion GDP gain for India
The surge in US tariffs since President Donald Trump returned to the White House in January 2025 is redrawing global trade links
彭博AI 评分1717 IMF’s Tenreyro Tells UK to ‘Stay the Course’ on Fiscal Plans
The International Monetary Fund told UK Chancellor John Healey to “stay the course” on fiscal consolidation at his budget later this month.
彭博AI 评分3636 BNP Paribas' Mateos y Lago on the Global Economy
Isabelle Mateos y Lago, Group Chief Economist at BNP Paribas, says the global economy remains resilient, but faces strains from rising interest rates and energy shocks. She speaks on the sidelines of the IMF-World Bank Annual Meetings in Bangkok. (Source: Bloomberg)
彭博AI 评分3333 India’s Rupee Gains as RBI Takes More Steps to Support Currency
India’s rupee extended gains as the central bank announced more measures to support the currency which faces pressure from high oil prices and foreign outflows.
彭博AI 评分1313 INR/USD: Why India’s Rupee Is So Weak and What the RBI Is Doing
A country whose economy is expanding faster than those of its peers would typically expect its currency to strengthen. India’s growth has outstripped even that of manufacturing powerhouse China, yet the rupee has weakened every year since 2018.
CNBC利空AI 评分3636 Oil prices fall as traders assess Russian diesel supply prospects and Saudi-Houthi conflict
Oil prices fell as investors assess potential supply disruptions against prospects of more Russian diesel entering global markets.
CNBC利空重大AI 评分5656 IMF警告政府债券收益率或因债务与通胀风险加剧而无序飙升
IMF称，政府债券市场风险已经加剧，收益率可能出现大幅且无序的跳升。
路透社AI 评分2222 AI investment props up global growth, but war and debt threaten outlook, IMF says - Reuters
AI investment props up global growth, but war and debt threaten outlook, IMF says Reuters
路透社利空AI 评分4141 日本批发通胀仍处高位，维持市场对日本央行加息的预期
日本批发通胀仍处高位，市场对日本央行加息的预期仍在。
路透社利空重大AI 评分3737 North Korea's Kim showcases missile capable of reaching US as Trump signals possible meeting - Reuters
North Korea's Kim showcases missile capable of reaching US as Trump signals possible meeting Reuters
NPRAI 评分88 Political strategist on how Trump's personal grievances could affect the GOP
NPR's Steve Inskeep speaks with political strategist and former senior Republican congressional adviser Rina Shah about how President Trump's personal grievances and projects are affecting the chances of GOP candidates in the upcoming election.
卫报AI 评分5252 IMF警告AI股票价格下跌波及全球市场威胁金融稳定
IMF警告，AI股票价格下跌若波及全球市场，可能威胁世界金融稳定。其半年刊《全球金融稳定报告》将AI公司估值偏高和债务增加列为系统风险上升的原因，并提到政府借款和网络攻击风险。
金融时报AI 评分3939 Asia warned over zombie companies
Share of groups unable to service debt in region has doubled since 2008, IMF says
Business StandardAI 评分2323 Stock Market LIVE: GIFT Nifty signals positive open; KOSPI tumbles over 6%; Brent below $106
Sensex Today | Stock Market LIVE Updates Tuesday: The GIFT Nifty indicated a positive open for the Nifty50. Asian markets were trading sharply lower as technology shares fell
Business Standard利好AI 评分3737 IMF raises India's growth forecast to 7% in FY27 on strong domestic demand
The IMF has raised India's FY27 growth forecast to 7% from 6.4%, citing resilient domestic demand and robust services activity, and lifted its FY28 projection to 7%
彭博AI 评分5454 IMF称全球经济保持韧性，但接近承受极限
IMF表示，AI投资提振预计将推动全球经济明年增长加快。IMF同时警告，能源供应紧张持续、金融风险累积，全球经济正接近韧性承受极限。
彭博AI 评分1616 IMF Urges Caution on Cost of Living Support Before UK Budget
UK Chancellor of the Exchequer John Healey has received a warning from the International Monetary Fund ahead of his budget this month: use cost-of-living support “sparingly” or risk reigniting inflation.
彭博利空AI 评分2121 Indian Bonds Face Double Blow From Rupee Defense, Inflation
Benchmark 10-year yields jumped to their highest since March 2023 on Monday.
金融时报AI 评分99 Pakistan’s hard choice on Saudi Arabia’s war in Yemen
Defence pacts and financial reliance on Riyadh give Islamabad little leeway to avoid Houthi conflict
卫报利空AI 评分5151 IMF警告全球经济可能很快触及韧性极限
IMF在《世界经济展望》中警告，全球经济可能很快触及韧性极限。IMF称，过去六个月全球增长经受中东冲突的表现好于预期，但各国应急石油储备偏低、政府预算承压；报告还上调了英国2026年GDP增长预测。
彭博利好AI 评分3232 Japan’s Producer Prices Cools, Indicating Room for BOJ to Wait
The growth of corporate goods prices in Japan eased again while staying at elevated levels, indicating that inflationary pressure from input costs may have peaked for now and suggesting less urgency for the Bank of Japan to raise interest rates after last month’s hike.
CNBC利好AI 评分6060 IMF将2026年全球经济增长预测上调至3.1%，AI投资抵消战争冲击
IMF将2026年全球经济增长预测上调至3.1%，称AI投资帮助抵消了战争带来的能源冲击。
路透社AI 评分77 Saudi warning system stayed silent before deadly airport attacks - Reuters
Saudi warning system stayed silent before deadly airport attacks Reuters
路透社利空AI 评分3535 Oil ticks lower as Russia diesel supply prospects counter Gulf supply risks - Reuters
Oil ticks lower as Russia diesel supply prospects counter Gulf supply risks Reuters
彭博AI 评分3737 Katayama to Be First Japanese Chair of IMF-WB Development Panel
Japanese Finance Minister Satsuki Katayama is set to become chair of the World Bank and International Monetary Fund’s Development Committee, marking the first time a Japanese official has been appointed to the role.
彭博利好AI 评分4848 日本9月生产者价格指数同比上涨6.8%，低于预期
日本9月生产者价格指数同比上涨6.8%，低于市场预期的7.6%。日本央行公布的数据显示了这一变化。
彭博利好AI 评分4444 BNY Investments 的 April LaRusse 认为债券市场有望迎来缓解性反弹
BNY Investments 全球客户投资组合管理联席主管 April LaRusse 认为，若中东冲突缓和或劳动力市场数据走弱，债券市场可能迎来缓解性反弹。她表示，现在断言美债收益率见顶还为时过早，市场目前定价的约三次加息可能过高。
彭博利空AI 评分4242 中东冲突加剧通胀担忧，黄金维持跌势
中东冲突扩大引发能源供应进一步受扰、通胀维持高位的担忧，黄金维持跌势。通胀担忧也增加了加息的可能性。
CNBCAI 评分2222 Singapore PM Wong rejects weaker currency as shortcut to competitiveness
Singapore Prime Minister Lawrence Wong pushed back against the idea of weakening the city-state's currency to boost competitiveness.
彭博利空重大AI 评分5858 中东冲突与特朗普所称俄乌“能源停火”遭违反之际油价趋稳
油价在连续三日上涨后趋稳，中东冲突扩大可能妨碍该地区供应恢复。美国总统特朗普称，俄乌之间的“能源停火”遭到违反。