India’s central bank hikes rates for the first time since 2023 as inflation risks build
HSBC and Goldman Sachs expect the RBI to raise interest rates in December as well.
#债券/利率
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。
CNBC利空AI 评分2020 Business StandardAI 评分1818 RBI MPC October 2026 meeting: When and where to watch rate decision live
RBI MPC meet: At its August monetary policy review, the RBI kept the repo rate unchanged at 5.25 per cent and maintained its 'neutral' stance
彭博利空AI 评分3434 RBI Meeting Is About More Than Just Interest Rates for Markets
Rate hike expected; traders eye more liquidity-draining measures and rupee commentary.
IT之家AI 评分6363 消息称 SpaceX 计划募资400亿美元采购英伟达AI芯片
据《金融时报》报道，SpaceX 正计划募资400亿美元，用于采购英伟达芯片，交易预计于2027年完成。本轮融资预计由阿波罗牵头，其中约100亿美元来自银行贷款，另发行300亿美元投资级债券；Pimco 等机构正在洽谈参与。报道还提到，SpaceX 此前发行的债券曾出现抛售，其2056年到期债券交易价格约为面值的85美分，收益率比美国国债高约2.27个百分点。
彭博利空AI 评分3838 Surging Yields Hit Asian Bond Sales as AI Fundraising Trails US
Borrowers in the Asia Pacific are slowing deals in the dollar bond market, with the highest yields in more than two years sapping deal momentum.
彭博利空AI 评分5757 交易员增持美债空头头寸，长期收益率接近24年高位
交易员增持针对美国政府债券的空头头寸，长期收益率徘徊在24年高位附近。就业增长明显放缓显示经济降温，但交易员仍押注债券抛售可能延续。
彭博利空AI 评分2929 Bessent Risks Higher Yields If He Axes 20-Year Bond, BNP Warns
Treasury Secretary Scott Bessent should resist calls to ax the 20-year bond, as doing so could send borrowing costs higher, according to BNP Paribas SA.
彭博AI 评分1111 The Bond Market’s Threat to American Hegemony
Look at the US-China spread.
彭博AI 评分1818 Oaktree’s Playbook for Rising Credit Stress
As higher rates bite and SEC scrutiny rises, Danielle Poli, a Managing Director and Co-Portfolio Manager at Oaktree, joins Bloomberg Open Interest to break down where credit risk is really building, and where the best opportunities are. From complex data-center deals to looming refinancings and dist
彭博AI 评分4545 鲍曼：美联储将考虑上调银行资产门槛
美联储负责监管事务的副主席米歇尔·鲍曼表示，美联储将在今年晚些时候研究更新固定金额的资产门槛规则，以计入通胀和经济增长。她称，此举将保留设定门槛时的政策意图。
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.
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.
彭博利空AI 评分3737 Paulsen Sees a 15% S&P 500 Drop as Oil, Rates and Dollar Rise
The higher the wall of worry, the faster US stocks have climbed it, clocking its first record since August on Tuesday. But to Jim Paulsen, the cumulative pressure from $100 oil prices, 5% Treasury yields and an elevated dollar is yet to be felt in a major way.
路透社AI 评分2525 US Treasury yields are "screaming good value" says PIMCO senior advisor - Reuters
US Treasury yields are "screaming good value" says PIMCO senior advisor Reuters
彭博AI 评分2727 France’s Decades of Deficits Bring Home a Painful Risk Premium
After decades of budget deficits and steadily rising debt, markets are putting a new price on French risk.
彭博利空AI 评分4545 摩根大通董事长兼CEO杰米·戴蒙担忧美国通胀或持续顽固、利率上升
摩根大通董事长兼CEO杰米·戴蒙表示，近期债券遭抛售是对各国政府的警示。此番表态出自他接受汤姆·麦肯齐采访。
彭博利好AI 评分3333 Pimco Touts Diversification Need as Yields Lure at 24-Year High
Pacific Investment Management Co. says bond yields at multi-decade highs offer attractive income for investors, who should spread their allocations across developed and emerging markets to help protect against fiscal risks.
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.
CNBCAI 评分88 Unsure how long this AI bull has? Bonds now offer a cushion at the best values in years
See an AI-generated hypothetical portfolio derived from my TV talk and this column's archives.
路透社利好AI 评分2424 Wall St futures rise as yields, oil dip - Reuters
Wall St futures rise as yields, oil dip Reuters
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.
金融时报AI 评分1111 Why are bond yields so high?
An attempt to shed some light on the big question of 2026
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.
MarketWatchAI 评分77 Should I put my nest egg in a 30-year Treasury bond?
Risk comes in many forms, even with “safe” investments.
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.
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.
彭博利空AI 评分1616 Senegal’s $1.2 Billion Swaps to Prolong Debt Revamp, S&P Says
Senegal’s issue of a controversial swap could complicate its debt restructuring, according to S&P Global Ratings.
彭博利好AI 评分3535 Ueda Does Little to Challenge Bets Against October BOJ Hike
Bank of Japan Governor Kazuo Ueda gave little indication that he intends to challenge prevailing bets against a back-to-back interest rate increase this month, reiterating the bank’s standing policy views.
彭博利空AI 评分2929 Lescure Says France Is Far From Needing ECB Help on Debt
French Finance Minister Roland Lescure said the country is far from needing the European Central Bank to step in even as it wrestles with soaring bond yields.
彭博利空AI 评分1717 French Bonds Will Sell Off Further: 3-Minutes MLIV
Anna Edwards, Guy Johnson, and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade." For up to the minute market intelligence and insight, click MLIV . (Source: Bloomberg)
CNBCAI 评分1717 Treasury yields are broadly flat as investors anticipate FOMC minutes
U.S. Treasury yields were broadly flat on Tuesday morning after reaching fresh highs the previous day.
卫报利空AI 评分2121 Australian consumer confidence plunges to worst level since 1990s after RBA rate rise
Key indicator dropped about 20% after the Reserve Bank last month announced the highest interest rates since 2011Get our breaking news email, free app or daily news podcastAustralian households are the most persistently pessimistic they have been since the early-1990s recession, after a fourth rate
Business Standard利空AI 评分4545 大盘股重获青睐，油价和美债收益率加剧加息担忧
大盘股重获青睐，油价上涨和美债收益率攀升加剧加息担忧。美国10年期美债收益率从2025年底的4.15%升至5.32%，2026年以来上涨117个基点；布伦特原油正测试每桶100美元关口。
彭博利空AI 评分1919 How Total Return Swaps Pile on Risk For Bondholders
Some governments in need of money have been turning to an obscure financial product typically used by hedge funds, exposing bond investors to new risks.
CNBC利好AI 评分2323 How quant funds beat the market by being 'early, contrarian and right'
Quantitative hedge funds have captured big trends in bonds and oil to outperform the stock market this year.
路透社利空AI 评分3636 BOJ may signal underlying inflation has hit 2% goal, sources say - reuters.com
BOJ may signal underlying inflation has hit 2% goal, sources say reuters.com
彭博利好AI 评分1414 Bonds Extend Slide, Stocks Edge Up Toward Record Highs
"Bloomberg: The Asia Trade" brings you everything you need to know to get ahead as the trading day begins in Asia. Bloomberg TV is live from Tokyo and Sydney with Shery Ahn and Haidi Stroud-Watts, getting insight and analysis from newsmakers and industry leaders on the biggest stories shaping global
金融时报利空重大AI 评分5555 美债市场抛售开始传导至美国垃圾级公司
美国国债市场大幅抛售开始传导至垃圾级公司。材料未提供具体公司、幅度或传导细节。
金融时报利空重大AI 评分4646 法国：债券市场抛售与街头抗议之间
法国正遭遇选举前的债券抛售，许多人担心这可能动摇欧元区。
金融时报利空重大AI 评分4646 美债市场遭遇大幅抛售，推高美国企业借贷成本
美国国债市场大幅抛售，开始推高美国低评级企业的借贷成本。