BlackRock的Jeffrey Rosenberg称美国就业报告是“鸽派”报告
BlackRock的Jeffrey Rosenberg将美国9月就业报告称为“鸽派”报告。作为Systematic Multi-Strategy Fund的投资组合经理，他谈及该报告对美联储利率路径和美债收益率的影响。
#美联储
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4141 彭博AI 评分5252 美国9月新增就业人数低于预期后美元下跌，交易员下调美联储年内加息押注
美国9月新增就业人数低于预期，美元周五下跌，交易员因此下调对美联储今年加息的押注。
金融时报AI 评分4646 美国9月就业人数增长弱于预期，或使利率制定者10月按兵不动
美国9月就业人数增长弱于预期，失业率也小幅上升；这可能使利率制定者在10月暂不调整利率。
路透社AI 评分1818 Facing funding barriers, euro zone firms use own cash for AI, ECB blog says - Reuters
Facing funding barriers, euro zone firms use own cash for AI, ECB blog says Reuters
路透社AI 评分3636 Fed seen skipping October rate hike as job market cools - Reuters
Fed seen skipping October rate hike as job market cools Reuters
彭博AI 评分5151 美国9月新增就业岗位低于预期，工资增长放缓
美国9月新增就业岗位低于预期，工资增长放缓。摘要称，成本上升之际，雇主招聘态度谨慎。
彭博AI 评分5959 美国9月新增就业2.9万人，失业率升至4.2%
美国9月新增非农就业2.9万人，低于预期的9万人，失业率升至4.2%。彭博记者Michael McKee报道了这份就业报告。
彭博AI 评分4545 美国就业数据疲软后，债券交易员下调对美联储本月加息的押注
美国就业市场显露疲软迹象后，债券交易员下调了对美联储本月加息的预期。
金融时报AI 评分3434 US economy adds just 29,000 jobs in September as hiring slows sharply
Figure prompts traders to rein in bets on Fed rate rises
财富AI 评分5858 财富分析特朗普将较高通胀称为降低美国40万亿美元国债的手段
特朗普称，较高水平的通胀也能迅速偿还美国国债；文章称，美国国债规模为40万亿美元，年度利息支出达2万亿美元，债务与GDP之比超过120%。文章梳理了关税增收和经济增长等降低债务率的路径，并引述分析人士对高于目标的通胀及实际利率的讨论；美联储的通胀目标为2%。
彭博AI 评分2727 US Stock Futures Advance Ahead of September Payrolls Data
US stock-index futures moved higher on Friday as investors prepared for the monthly employment report for clues on the Federal Reserve’s path ahead.
路透社AI 评分1515 Euro zone inflation surges more than expected, keeping pressure on ECB to hike rates - Reuters
Euro zone inflation surges more than expected, keeping pressure on ECB to hike rates Reuters
金融时报AI 评分1717 My mortgage is a problem for the Fed, and for America
Homeowners like me are staying put, the market is frozen and affordability is as ugly as it was in the housing bubble
彭博AI 评分2020 Bessent’s Message on US Wages Bears Risks
The Treasury secretary is critical of claims of a “K-shaped” US economy
彭博AI 评分4242 花旗经济学家克拉克称，美联储似乎希望放慢加息步伐
花旗美国经济学家Veronica Clark认为，美联储内部在加息问题上正“越来越分歧”，劳动力市场也“肯定比我们预期的更稳定”。
财富AI 评分2929 The Fed has one interest rate. America has two economies
Americans are using BNPL for rent and groceries as Fed policy confronts two economies.
彭博AI 评分2727 France’s Bond Crisis Deepens, US Jobs Data on Deck
A selloff in global debt has fueled a rout that’s hitting harder and faster in France than anyone expected, with nerves fraying about missed deficit targets and policy gridlock. The US jobs report is set be a macro highlight at a time when resilient data are supporting riskier assets while giving th
路透社AI 评分3737 French President to hold call with G7 leaders to discuss stock releases - Reuters
French President to hold call with G7 leaders to discuss stock releases Reuters
金融时报AI 评分3939 Global bond market steadies after sharp sell-off
Heavy selling this week pushed 10-year US Treasury yields to their highest level since 2002
彭博AI 评分3838 Gold Steadies as Easing US Bond Yields Reduce Rate-Hike Bets
Gold held a modest gain as US bond yields softened and Federal Reserve officials signaled they needed more time to weigh their next move on interest rates, even as a possible escalation in the Middle East kept energy costs elevated.
彭博AI 评分2828 Cocktail of Risks Boosts Demand for Safest Bonds: Markets Wrap
Risks spanning credit markets, elevated commodity prices and French political turmoil boosted demand for safer government bonds, snapping a prolonged decline fueled by persistent inflation concerns.
路透社AI 评分4545 路透社：美联储库克认为 AI 推升通胀是 2027 年主要风险之一
美联储库克认为，AI 推升通胀是 2027 年的主要风险之一。
路透社AI 评分2121 Dollar at 17-month high as global bond rout hits euro - Reuters
Dollar at 17-month high as global bond rout hits euro Reuters
路透社AI 评分2626 Asian shares fall after wild swings in bonds, FX before US jobs data - Reuters
Asian shares fall after wild swings in bonds, FX before US jobs data Reuters
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%。
彭博AI 评分3535 Treasuries Rebound Raises Stakes for Job Data as Rate Hikes Loom
Bond traders are betting so heavily that more interest-rate hikes from the Federal Reserve are on the horizon that even the anticipated slowdown in job growth is unlikely to significantly alter the outlook.
彭博AI 评分4949 达拉斯联储主席洛根认为美联储仍需加息，但美债收益率上升或有助于降温经济
达拉斯联储主席洛根表示，美联储必须继续加息，才能充分抑制通胀。她还表示，美债收益率上升可能有助于经济放缓。
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3232 Bond yields suddenly retreat from recent highs as buyers step back into the Treasury market
There’s a tug of war going on in the U.S. Treasury market right now
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
CNBCAI 评分3838 Trump could target three Fed governors. Removing them may be harder than it looks
Trump could seek to remove Jerome Powell, Lisa Cook and Michael Barr from the Federal Reserve, but court rulings and lengthy litigation could limit him.
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。
彭博AI 评分4545 鲍威尔称美联储或需更多时间权衡下一步行动
美联储副主席 Philip Jefferson 表示，决策者可能需要更多时间，才能判断是否需要进一步加息以抑制通胀。
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)
Fast CompanyAI 评分4242 FTC如何在不为AI制定新规的情况下监管AI
美国联邦贸易委员会（FTC）正调查OpenAI、Anthropic等人工智能公司产品可能给消费者带来的风险，计划未来几周索取公司文件并要求高管作证。调查早于白宫活动；前一天，OpenAI、Anthropic、Google、Meta等公司签署自愿性AI安全协议，承诺实施四层控制与审计。
彭博AI 评分3535 Schmid Says Fed Has Work to Do on Inflation
Federal Reserve Bank of Kansas City President Jeff Schmid says the Fed hasn't fulfilled its promise on the inflation side of its mandate at the Richmond Fed's Investing in Rural America conference. (Source: Bloomberg)
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)