美债收益率上升带来价值机会：JPMorgan Asset Management 的 Kelsey Berro 谈固定收益投资
Wellington 高级董事总经理兼固定收益投资组合经理 Brij Khurana，以及 JPMorgan Asset Management 固定收益投资组合经理 Kelsey Berro，参加 Bloomberg Real Yield 节目。油价上涨波及全球市场，股市下跌、债市震荡，市场担忧能源成本上升会推高通胀并迫使美联储加息。
#美股/全球
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。
彭博利空AI 评分4141 路透社利空AI 评分1616 Lufthansa, Indian airlines suspend flights to Riyadh after Houthi attacks - Reuters
Lufthansa, Indian airlines suspend flights to Riyadh after Houthi attacks Reuters
金融时报AI 评分5656 特朗普称美国不会在中期选举前攻击伊朗，并称美伊正进行“富有成效的讨论”
特朗普称，美国在中期选举前不会攻击伊朗。标题同时称，华盛顿与德黑兰正在进行“富有成效的讨论”。
The Verge利空AI 评分2121 Trump administration says Microsoft ‘abused’ worker visa program and is cutting off access
The Trump administration is suspending some tech companies, including Microsoft, from an immigration program that lets an employer hire foreign workers that can reside permanently in the US, as reported by Reuters. In a press conference, Vice President JD Vance claimed the permanent labor certificat
Business Standard利好重大AI 评分5858 特朗普称美国不会在11月3日中期选举前攻击伊朗
特朗普称美伊讨论富有成效，并排除美国在11月3日中期选举前攻击伊朗的可能。美国对伊朗港口的封锁仍在实施。
彭博AI 评分2222 NFL Asks Supreme Court to Let States Regulate Prediction Markets
The National Football League urged the US Supreme Court to allow state regulation of prediction markets in a stance putting it at odds with the Trump administration in a high-stakes clash.
卫报AI 评分1616 Microsoft suspended from applying for green cards for H-1B workers, JD Vance says
Vice-president also says Adobe is barred from visa program that allows high-skilled workers to apply for US residencyMicrosoft is suspended from applying for permanent residency for workers employed through a US visa program for high-skilled workers, JD Vance announced on Thursday.The US vice-presid
金融时报AI 评分3030 Trump bans Microsoft from sponsoring foreign workers for US residency
Announcement impacting several tech groups marks latest attempt to limit immigration by the White House
彭博AI 评分4040 油价上涨引发美债波动，股市下跌
油价上涨波及全球市场，推动股市下跌，并令债券市场剧烈波动。市场担忧能源成本上升将推高通胀，迫使美联储加息；NewEdge Wealth 首席投资官 Cam Dawson 讨论了市场波动。
彭博利好AI 评分3333 Chipotle Jumps on Report Starbucks Explored a Takeover
Chipotle Mexican Grill shares jumped after the Financial Times reported that Starbucks has reportedly worked with advisers in recent months on a takeover proposal for Chipotle, according to the Financial Times. Starbucks Chief Executive Officer Brian Niccol previously spent six years as the top exec
CNBC利空AI 评分3232 10-year Treasury yield rises as Fed's Waller says more hikes needed, investors await 30-year auction
U.S. Treasury yields climbed higher on Thursday as investors eagerly awaited the long-dated bond auction later in the day, after strong sales of 10-year notes.
路透社利空AI 评分1919 Wall St slips as higher yields and oil prices flag inflation risk - Reuters
Wall St slips as higher yields and oil prices flag inflation risk Reuters
路透社AI 评分1515 US suspending permanent residency program for Microsoft, Vance says - Reuters
US suspending permanent residency program for Microsoft, Vance says Reuters
钛媒体AI 评分2121 住房股已充分计价极端悲观预期，业内人士看好托尔兄弟与普尔特集团
Evercore ISI 的斯蒂芬·金表示，现在还不是买入住房类股票的合适时机。但如果行业减少新建规模、同时抵押贷款利率下降，这种情况在未来六个月内可能会发生变化。
The VergeAI 评分88 75 great October Prime Day deals are still happening
It’s always a little awkward when this many deals survive what was supposed to be the “end” of a big Amazon sale. Nevertheless, I’m happy to say that most of the sale’s heaviest-hitting deals are still around — Apple’s discounts on its Mac Mini, MacBook Air, and AirPods Pro 3, plus all of Sony’s cur
财富AI 评分3333 64% of Americans say AI is developing too fast—and 8 in 10 want the government to keep it under human control
A new AP-NORC poll finds bipartisan concern over AI’s impact on jobs, while Americans have little confidence in either party to manage it.
财富AI 评分3535 ‘A matter of life and death for me’: Millions of Americans who rely on cheap drugs from Canada could see prices soar due to new federal rule
Critics say the Oct. 22 shipping change could disrupt cross-border prescriptions even as the White House makes lower drug prices a priority
财富AI 评分1313 USS Abraham Lincoln returns to San Diego after 265 straight days at sea, food shortages and reports of deteriorating morale
The aircraft carrier is returning to San Diego after supporting the Iran war during a record deployment that raised concerns about crew conditions.
路透社AI 评分3636 UK PM Burnham says he is open to Germany joining GCAP fighter programme - Reuters
UK PM Burnham says he is open to Germany joining GCAP fighter programme Reuters
卫报AI 评分1212 Send us your questions on how the US economy is shaping the midterm elections
Our business, labor and consumer rights reporters will answer your questions in a live Q&A on Thursday 15 OctoberThe US economy is top of voters’ minds ahead of the November midterms with food and gas prices remaining high, the job market unstable, consumers angrier than ever, and a new Fed chair, K
Fast CompanyAI 评分3737 How is America feeling about the AI boom? This new poll reveals the data
Worries around artificial intelligence cross party lines, with the vast majority of Americans saying the U.S. government should prioritize keeping AI under human control and protecting workers.A new poll from The Associated Press-NORC Center for Public Affairs Research finds that most Americans, 64%
卫报AI 评分3333 Medium-term borrowing costs for UK government hit 19-year high
Investors offload global bonds amid fears of rising inflation, increasing pressure on John Healey ahead of first budgetBusiness live – latest updatesMedium-term borrowing costs for the UK government hit a fresh 19-year high on Thursday, as investors continued to offload global bonds amid fears of ri
MarketWatchAI 评分1313 This chart shows the No. 1 reason why the cost of raising kids jumped 60% in eight years
“The birth-rate crisis is really an affordability crisis.”
彭博AI 评分3333 BlackRock’s Rieder on Yield Curve, Federal Reserve Rate Hikes
Rick Rieder, CIO of global fixed income at BlackRock, says the front end of the yield curve is “still very attractive,” and discusses the state of the US economy and why he is positioned for a hawkish Federal Reserve. (Source: Bloomberg)
CNBCAI 评分1717 Jim Cramer's top 10 things to watch in the stock market Thursday
We've got higher oil prices and interest rates to deal with this morning.
CNBC利好AI 评分2323 Options traders start calling bottom on bond rout after 'bullet bid' 10-year auction
Calling a bottom in the nonstop U.S. Treasury bond sell-off might seem crazy, but a handful of options traders look increasingly willing to do it.
彭博利好AI 评分3636 US Jobless Claims Eased Last Week to Lowest Level Since July
Applications for US unemployment benefits fell slightly last week to the lowest level since July, showing layoffs remain limited across the job market.
彭博AI 评分1717 AI Darlings, Defense Shares Most at Risk as US Midterms Near
Artificial-intelligence regulation, along with government spending on healthcare and defense are emerging as equity investors’ chief points of focus as the final month of the US midterm campaign kicks into high gear.
彭博AI 评分3636 US Stock Futures Slip on Mounting Energy Shock, AI Bubble Fears
US stock futures are pointing to a lower open as investors weigh renewed energy-supply risks and persistent inflation pressures from AI-related capital spending that suggest the Federal Reserve may have more work to do on interest rates.
彭博AI 评分1111 Odd Lots: Europe may be falling behind. Working less isn’t why
Some European countries work fewer hours but does that mean they're less productive? Economist Dominik Leusder joins Joe Weisenthal and Tracy Alloway on the Odd Lots podcast to talk about how research suggests that fewer hours worked actually lead to an increase in productivity. (Source: Bloomberg)
CNBCAI 评分5252 纽约联储研究人员称关税使67类商品通胀增加2.9个百分点
纽约联储研究人员发现，截至2026年2月，关税使67类商品的通胀增加2.9个百分点。材料未提供这项研究的完整正文。
卫报AI 评分2020 First Thing: Trump endures protests in Texas as DNC sues over adverts
The president was repeatedly interrupted at a rally and faces a legal challenge over taxpayer-funded adverts. Plus Jonathan, the giant tortoise who may have the secret to longevityGood morning. Donald Trump suffered a torrid night at a rally in Texas that was rocked by repeated protests. The US pres
钛媒体AI 评分2323 Anthropic要上市了：5年公司2万亿估值，谁在为AI泡沫买单？
Anthropic要上市了：5年公司2万亿估值，谁在为AI泡沫买单？
彭博AI 评分2929 Jeannette zu Fürstenberg Says Europe Must Rebuild Critical Supply Chains
General Catalyst President and Managing Partner Jeannette zu Fürstenberg says Europe must limit its reliance on foreign technology and infrastructure. She joins Bloomberg's Anna Edwards and Guy Johnson on "The Opening Trade" as the EU meets with Beijing. (Source: Bloomberg)
彭博重大AI 评分5151 德文能源同意以约42亿美元向Crescent Energy出售鹰福特页岩资产
德文能源同意以约42亿美元向Crescent Energy出售其位于南得克萨斯州鹰福特页岩盆地的钻井资产组合。Crescent Energy是一家由KKR支持的石油生产商。
彭博利好AI 评分2424 AI Hot Potato Is Meta’s for Now, But Chip Stocks Are the Winners
Wall Street pros say chipmakers remain the best way for equity investors to play the race for the top artificial intelligence agent even as Meta Platforms Inc.’s Muse seems to have seized the baton.
彭博利空AI 评分2525 Anthropic IPO Investors Struggle to Put a Price on Rogue AI Risk
Investors considering Anthropic PBC’s planned mega-IPO are grappling with an unusual conundrum: How to value a company that some fear could help wipe out the human race.
CNBC利好AI 评分1515 Why REITs aren't getting killed by rising interest rates this time around
REITs have been seen as a low interest rate play. But some experts are making the case that real estate fundamentals today are outweighing even rising rates.
路透社AI 评分1818 Why EV sales are lukewarm in America, but hot in Europe - Reuters
Why EV sales are lukewarm in America, but hot in Europe Reuters
彭博利空AI 评分2020 Backlash against the China shock 2.0
Chinese auto imports are raising alarm bells about damage to domestic industries