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。
Japanese Prime Minister Sanae Takaichi’s administration is seeking to assuage persistent market reservations about her management of fiscal policy by providing foreign investors with more information in English.
Reserve Bank of Australia Assistant Governor Christopher Kent reaffirmed the monetary authority’s view that the A$8.5 billion ($5.9 billion) accounting loss recorded for last fiscal year does not hurt its operations.
US Treasuries are showing tentative signs of reclaiming their traditional role as a haven — threatening to wrong-foot investors who are heavily positioned for this year’s bond slump to deepen.
The Bank of England's deputy governor has warned that hedge funds' activities could raise the risk of a global bond market shock.
法国生活成本抗议演变为部分城市骚乱之际，分析人士警告，法国正逼近债务危机的关键时刻。法国公共债务达创纪录的4万亿美元，占GDP的119%；总理勒科尔努提出将2027年预算赤字从GDP的5.4%降至5%，国民议会将于周二进行首次关键表决。若预算未能通过，法国债务融资成本可能飙升。
美国政府财政2026年的债务利息负担达到创纪录的1万亿美元，占联邦收入的比例持续上升。彭博称，借款累积可能使美国更易受经济冲击。
ECB's Lagarde says bond selloff will slow inflation Reuters
BOJ may need to tighten faster if inflation beats forecast, IMF says Reuters
CPI和PPI数据偏热，本应推动美债收益率上升，但债券买家入场，显示收益率已高到对投资者具有吸引力。
Foreign holdings of US Treasuries rose in August from the lowest level since October 2025, led by increases in the stockpiles of Canada and Belgium.
Treasury-bill yields have risen sharply as a wave of new issuance tests investor demand, posing a threat to the stability of overnight funding markets.
Also in Weekend Reads: Robotic housekeeping, how to save on a wedding, and advice from The Moneyist.
美国联邦预算赤字在2026财年扩大至近2万亿美元。政府借款需求规模庞大，美国未来几年可能创下债务负担纪录。
A growing list of mortgage lenders is holding off on offerings of bonds backed by home and commercial-property loans as investors demand more compensation to take on the risk amid growing turbulence in rates markets.
Long-term Treasuries fell after some Wall Street predictions fell flat that US government officials would directly nod at the possibility of reducing its sales of those securities.
周一将发布两项关键经济数据，可能左右加拿大央行本月晚些时候加息的理由是否成立。
Bank of America Corp. has kicked off the sale of investment-grade bonds, becoming the third major Wall Street firm to tap a turbulent market this week after reporting third-quarter results.
日本央行行长植田和男表示，他“无法容忍”基础通胀进一步升至2%以上。
Priya Misra, Core Plus Bond ETF portfolio manager at JPMorgan Asset Management, says moves in the bond market are “overdone,” pricing in three interest-rate hikes by the Federal Reserve. Misra also says fixed income is a “really attractive asset class” to hedge the AI trade. (Source: Bloomberg)
CoreWeave bond rout tests market's math on AI buildout Reuters
‘Bond yields, bond yields, bond yields’ is how one IMF attendee described chatter in Bangkok.
The crisis roiling Turkey’s investment industry may be spilling into its fast-growing corporate bond market, potentially crimping smaller companies’ access to financing.
EU will probably have to give new loan to Ukraine, Estonian PM Michal says Reuters
能源冲击开始向美国经济扩散，企业将成本上涨转嫁出去，使美联储稳定通胀的工作更加复杂。
Angola is considering selling bonds in China or tapping Islamic debt markets in the Middle East as the oil-producing nation seeks to diversify its sources of financing, according to a senior finance official.
Borrowing costs fall back from highest levels in decades as investors seek safety in government debt
Hedge funds' role comes into focus following European bonds turmoil Reuters
Neostellar Capital负责人Evan Schlossman称，CoreWeave的非取消型RPO可支持其债务偿还；公司Q2披露债务总额为356亿美元、经营租赁负债为163亿美元，RPO为1037亿美元，其中41%计划于2028年前支付。
A conversation with Shahin Vallée.
Just about everyone is worried about what is going on in France right now: the country’s public finances are in sorry shape and there are fears that the French bond selloff, and the country’s growing debt crisis, might spillover into the rest of Europe. On top of that, the 2027 elections have invest
Some of the world’s biggest funds are warming to US Treasuries as yields climb to multi-decade highs. Jupiter Asset Management’s Harry Richards isn’t one of them.
美联储主席凯文·沃什未能消除市场预期：美国央行在本月底会议上将维持利率不变。
The International Monetary Fund is “quite confident” that Argentina’s authorities are in a position to meet next year’s debt obligations, said Luis Cubeddu, deputy director of the Western Hemisphere department.
Olli Rehn, Finnish Central Bank Governor and ECB Governing Council member, discusses his outlook for the eurozone. He speaks on the sidelines of the IMF-World Bank Annual Meetings in Bangkok. (Source: Bloomberg)
European Central Bank Governing Council member Olli Rehn said policymakers will have additional information at the final rate decision of the year, while suggesting the current policy approach is working.
The European Central Bank might have to raise borrowing costs again, according to Bundesbank President Joachim Nagel.
French Finance Minister Roland Lescure said the current market turbulence is making political parties across the spectrum see the need for fiscal prudence, voicing optimism that his country’s parliament will back his budget.
Lengthy period of higher costs would squeeze corporate margins and spur some companies to raise prices
Demand at an Australian three-year bond auction surged to the highest since 2018 as traders bet the nation’s central bank is nearing the end if its interest-rate hike cycle.
The situation in euro-area bond markets is contained and far from requiring intervention from the bloc’s rescue fund, according to European Stability Mechanism Managing Director Pierre Gramegna.