Gold slips before US payrolls data, set for second weekly loss - Reuters
Gold slips before US payrolls data, set for second weekly loss Reuters
#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。
路透社AI 评分3030 金融时报AI 评分4242 量化对冲基金借全球债券抛售行情大幅获利
量化对冲基金在全球债券抛售中大幅获利。趋势跟踪投资组合抓住了今年收益率大幅上升的行情，伊朗战争和强劲的美国经济数据加剧了通胀担忧。
AxiosAI 评分4949 美联储长期利率上升开始影响更多经济领域
堪萨斯城联储主席杰夫·施密德表示，长期利率持续上升正影响更多经济领域，多户住宅、商业贷款和房价已出现压力。里士满联储主席托马斯·巴金称，万亿美元规模的AI建设推高需求与利率；波士顿联储主席苏珊·柯林斯表示，AI投资也在支撑经济增长，但能否维持当前速度仍待观察。
AxiosAI 评分4242 美国房贷利率升至近三年高位，新申请量骤降
美国30年期固定房贷利率升至近三年高位，周均利率达到7.28%，房贷申请量随之下滑。Mortgage Bankers Association称，截至9月25日当周申请量环比下降6%；可调利率房贷占申请量10.3%，为2025年10月以来最高。Capital Economics预计，30年期固定房贷利率到2027年底平均为6.25%。
路透社AI 评分3232 US Energy Secretary Wright 'highly confident' Europe will release diesel stocks - Reuters
US Energy Secretary Wright 'highly confident' Europe will release diesel stocks Reuters
彭博AI 评分3838 S. Korea Inflation Stays Sticky, Backing BOK’s Tightening Bias
South Korea’s inflation remained firm in September, signaling persistent price pressures and supporting the case for the central bank to keep its tightening bias.
MarketWatchAI 评分1010 The hidden silver lining of high interest rates: safer, cheaper retirement income
Annuity payout rates are closely tied to interest rates
路透社AI 评分3232 Fed officials wash away market bets on October rate increase - Reuters
Fed officials wash away market bets on October rate increase Reuters
MarketWatchAI 评分2020 Here’s how much more groceries, clothing and household appliances could cost as diesel prices keep surging
Here’s a breakdown of how much more households items could cost due to a diesel premium
金融时报AI 评分3232 US mortgage rates jump the most in four years in blow to housing market
Homebuilders and prospective buyers continue to face challenging market conditions with midterms looming weeks away
彭博AI 评分2727 Economy 'Running Firm', Not Overheating: Roth
Stephanie Roth, chief economist at Wolfe Research, and Guneet Dhingra, head of US rates strategy at BNP Paribas join Emily Graffeo on "Bloomberg Real Yield." US Treasuries rebounded from the global bond selloff that raced through European markets on Thursday. Earlier in the day, US 10-year yield sur
彭博AI 评分1717 Chile: Kast encuentra más margen para gastar ante auge del cobre
El gasto aumentará 1,5% en 2027, con foco en empleo y seguridad, mientras el gobierno busca cumplir sus metas fiscales.
彭博AI 评分4747 鲍威尔称美联储或需更多时间决定下一步行动
美联储副主席 Philip Jefferson 表示，决策者可能需要更多时间，才能判断是否还需加息以抑制通胀。他是在弗吉尼亚大学的一场活动上作出上述表态。
CNBCAI 评分4242 美国9月就业报告将于周五发布，市场预期新增就业岗位8.4万个
市场预计美国9月就业报告将显示新增就业岗位8.4万个，为夏季收尾。报告将于周五发布。
财富AI 评分2020 8 in 10 Gen Z and millennials have two jobs to make ends meet, Goldman Sachs finds, as the affordability crisis ‘crowds out’ any retirement hopes
69% of Gen Z respondents told Goldman Sachs they find it difficult to focus at work because they worry about debt or household costs, as did 67% of millennials.
彭博AI 评分3939 US Benchmark Yield Hits Highest Since 2002
US Treasuries rebounded from the global bond selloff that raced through European markets on Thursday, pulling 10-year yields back from a 24-year high. Bloomberg's Ira Jersey joins to discuss. (Source: Bloomberg)
金融时报AI 评分1414 France meets fiscal reality with a crunch
A surge in borrowing costs leaves the country on the edge of a debt spiral
MarketWatchAI 评分2222 30-year mortgage rate posts biggest jump in four years — to nearly 7.3%
Mortgage rates surged to roughly a three-year high, a fresh setback for an already depressed housing market.
MarketWatchAI 评分66 This couple took out an adjustable-rate mortgage when rates were over 8%. Here’s how it worked out.
Adjustable-rate mortgages have made a comeback as mortgage rates surge and buyers seek relief from high housing costs.
卫报AI 评分1616 The Colorado River is shrinking. What happens next?
Lake Mead is at its lowest level since it was filled nearly 90 years ago, Lake Powell also at a historic lowIt was 42C (108F) degrees as we motored across Nevada’s Lake Mead in our rented pontoon boat. Colby Pellegrino with the Southern Nevada Water Authority wanted to show us something we shouldn’t
MarketWatchAI 评分2929 U.S. manufacturers say inflation is bad and not getting any better
American manufacturers are expanding and have plenty of new orders, but high energy prices and new Trump tariffs appear to be blocking even faster growth.
彭博AI 评分2222 Why Bond Yields Are Climbing All Over the World
What’s behind climbing bond yields all over the world? Guy Johnson explains. (Source: Bloomberg)
MarketWatchAI 评分2121 September jobs report may show labor market is on the mend — but it’s far from cured
The U.S. job market has been stuck in what economists call a low-hire, low fire mode for the past two years — and the September employment report is likely to be in line with this unusual trend.
彭博AI 评分1818 Peru’s Inflation Accelerates to Fastest Pace in Three Years
Inflation in Peru’s capital accelerated to the fastest pace in three years in September, remaining stubbornly outside the target range and boosting pressure on the central bank.
彭博AI 评分3232 Australia Sees Global Commodity Woes Lifting Export Income by 5%
Australia’s revenue from resource and energy exports is forecast to rise almost 5% in the year through June thanks to strong prices, even as its biggest trade partner China grapples with a years-long property crisis.
彭博AI 评分5252 美国9月ISM制造业指数回落0.1点至54.5，连续九个月处于扩张区间
美国ISM制造业指数9月降至54.5，较前月回落0.1点，制造业活动仍处于扩张区间，但扩张速度略有放缓。该指数连续九个月处于扩张区间，为2022年以来最长纪录。
路透社AI 评分2020 US labor market firming amid historic low layoffs - Reuters
US labor market firming amid historic low layoffs Reuters
彭博AI 评分3636 US Manufacturing Expansion Continues Despite Mounting Costs
US manufacturing activity expanded at a slightly slower pace in September as factories balanced robust demand with resurgent costs and shipping delays.
彭博AI 评分3636 US 10-Year Yield Hits 2002 High; Micron Gives Bullish Forecast
The US 10-year yield hits its highest level since 2002 as rising oil prices fuel a renewed selloff in global bonds. US equity futures get support from chipmakers following an upbeat forecast from Micron. The results were driven by the AI building frenzy, but warned that rising compensation would wei
NPRAI 评分1313 Trade tensions mean fewer Canadians flocking to South Florida
This South Florida community is typically a refuge for Canadians fleeing cold weather, but trade tensions between the United States and Canada mean fewer are coming.
NPRAI 评分1313 Along U.S. Route 1, Maine voters worry about heating oil, gas and Canadian tariffs
Home to both Republican Sen. Susan Collins and Democratic candidate Troy Jackson, Maine's senate race has put rural Aroostook County in the spotlight.
彭博AI 评分2626 France’s Budget Watchdog Warns Economic Scenario Is ‘Optimistic’
France’s fiscal watchdog warned that the economic assumptions enshrined in the 2027 draft budget are “optimistic,” raising risks for plans to reduce a bloated deficit.
彭博AI 评分4646 法国政府推出赤字计划，力图赢得市场和议员支持
法国政府公布计划，拟通过控制支出、增加税收收入大幅缩小预算赤字。该计划引发的辩论可能导致总理下台，并加剧投资者对法国债务的担忧。
彭博AI 评分5454 美国初请失业救济人数降至197,000，为7月以来最低
美国初请失业救济人数降至197,000，为7月以来最低，续请失业救济人数也降至三年低位。彭博称，这两项变化指向劳动力市场状况良好。
IT之家AI 评分4545 交通运输部：9 月 30 日全社会跨区域人员流动量 21935.5 万人次，同比下降 6.8%
交通运输部称，2026 年 9 月 30 日全社会跨区域人员流动量为 21935.5 万人次，环比增长 29.3%，同比下降 6.8%。铁路客运量同比增长 5.8%，公路人员流动量同比下降 8.1%，水路和民航客运量分别同比增长 13.7%和 1.2%。
Business StandardAI 评分3939 India's $133 billion cash deluge puts RBI on a more hawkish policy path
Record inflows from Indians abroad have left banks flush with cash, pushing overnight rates below the RBI's 5.25 per cent policy rate as inflation pressures build
Business StandardAI 评分2121 From farmers to shopkeepers, India counts the cost of a weak monsoon
Rice yields have fallen after erratic monsoon rains, while higher farm input costs threaten rural incomes and spending during the key wedding and festival season
Business StandardAI 评分1919 CEA flags short-term savings habit as key hurdle to pension coverage
V Anantha Nageswaran said Indians are increasingly willing to take market risk, but have yet to commit savings for longer tenures needed to finance retirement
财富AI 评分4040 ADP称美国上月新增9万个就业岗位，制造业和建筑业六位数薪资岗位空缺
ADP数据显示，美国私营部门9月新增9万个就业岗位，结束连续三个月放缓，教育和医疗服务业增加5.5万个。制造业和建筑业分别新增1.7万个和1.5万个岗位，AI基础设施建设持续加剧熟练劳动力短缺，部分六位数薪资岗位空缺。ADP首席经济学家表示，现有数据尚不足以显示工资过热。
MarketWatchAI 评分1111 France’s bond market is stumbling. Should Americans care?
As French bond yields rise, is it a threat to the U.S.?