中国品牌9月在英国新车EV销售中的占比超过20%
中国品牌在英国9月新车EV销售中的占比超过20%，文中列举了比亚迪、Jaecoo、Chery、Omoda、长安和吉利。Brad Setser 引用《金融时报》关于英国商业大臣权衡对中国电动汽车加征关税的报道：https://t.co/HI5InKlpmg
#宏观/数据
X（推特）上的财经、科技与宏观账号。按时间排，不论是否入选精选。
X·宏观AI 评分5656 X·宏观AI 评分1717 The District of Columbia had the highest unemployment rate, 5.7 percent, in August 2026 #BLSdata
The District of Columbia had the highest unemployment rate, 5.7 percent, in August 2026 https://t.co/Qzgc4PurpW #BLSdata https://t.co/BQL5GRt5JO
X·宏观AI 评分1212 This chart isn't likely to get better over the next 4 years as interest rates still fell 170 bp…
This chart isn't likely to get better over the next 4 years as interest rates still fell 170 bp from 2016-2020. So perhaps we look at bond in a forward looking way instead of this silly way https://t.co/Gg7iKvHJ1F
X·宏观AI 评分4343 二叠纪盆地天然气产量推动美国天然气产量在2026年7月创历史新高
二叠纪盆地天然气产量推动美国天然气产量在2026年7月创下历史新高。
X·宏观AI 评分2929 This was a really interesting discussion about surging bond yields
This was a really interesting discussion about surging bond yields 引用 @business：On this episode of the Odd Lots podcast, @CarolinPflueger joins @tracyalloway and @TheStalwart to discuss why Treasury and global bond yields have been surging and what central banks have to do to make bonds more “bo
X·宏观AI 评分1818 China rebalanced away from property investment and back toward exports -- bigly. numbers are very…
China rebalanced away from property investment and back toward exports -- bigly. numbers are very clear That is the issue that the world (apart from the US President, who prefers to dream of arches, golf courses and ballrooms) is now confronting in various ways https://t.co/7kD46OJFMa 引用 @Balding
X·宏观AI 评分1414 France &Germany recognize that their trade defenses will always be tested absent a significant…
France &Germany recognize that their trade defenses will always be tested absent a significant adjustment in the RMB -- (they are 100% right that broad rebalancing won't happen without exchange rate adjustment; there isn't a strong link now between Chinese demand growth and https://t.co/ibENlkkL5b
X·宏观AI 评分1717 a 1 pp shift in the composition of output would normally lead to a shift of ~ 1.3m jobs (US economy…
a 1 pp shift in the composition of output would normally lead to a shift of ~ 1.3m jobs (US economy has 130m jobs at the time). the lower estimate reflects the standard view the traded goods sector is more productive than some service sectors, so less job intense
X·宏观AI 评分2222 Standard ballpark calculations would support the argument that the surge in Chinese imports (~1 pp…
Standard ballpark calculations would support the argument that the surge in Chinese imports (~1 pp pf GDP, which drove a similar increase in non oil imports) would lead to a reduction in manufacturing employment of ~ 1m (1/4 of the 3.5 or so lost in early 00s) ... especially as 引用 @joefrancis505：Th
X·宏观AI 评分1818 A few days ago, I argued that excessive debt wasn't driving yields higher (link).
A few days ago, I argued that excessive debt wasn't driving yields higher (link). The repost is my argument for why yields are moving higher, and why they are no longer expensive. https://t.co/AcrblgHGGS 引用 @biancoresearch：For years, yields were below where the economy said they should be. That i
X·宏观AI 评分1616 For years, yields were below where the economy said they should be. That is no longer the case.
For years, yields were below where the economy said they should be. That is no longer the case. https://t.co/m60EDhxYGD
X·宏观AI 评分1616 as noted before, China's manufacturing trade surplus surged during this period (up 1 pp of GDP) ...…
as noted before, China's manufacturing trade surplus surged during this period (up 1 pp of GDP) ... and I always thought economists accepted that large swings in the trade balance did have an impact on the composition of employment and output ...
X·宏观AI 评分1818 Across America, families and workers claimed $82 billion in direct tax relief. Ninety-seven percent…
Across America, families and workers claimed $82 billion in direct tax relief. Ninety-seven percent of filers who would have otherwise owed taxes received a tax cut —and 96% of those who received one earned less than $200,000. More money in workers’ pockets. More opportunity for
X·宏观AI 评分1313 Under Biden, everyday prices in Pennsylvania rose 19.2%, costing the average family more than…
Under Biden, everyday prices in Pennsylvania rose 19.2%, costing the average family more than $28,460. Under President Trump, core inflation has fallen from 3.3% to 2.4%. The Working Families Tax Cuts protected 223,000 Pennsylvania jobs and preserved $21 billion in wages and $40
X·宏观AI 评分4242 美债收益率与未来回报高度相关：收益率越高，后续回报越好
美债收益率越高，未来回报往往越好；自1914年以来，两者关系的R²为0.85。10年前收益率为2%，如今为5.5%；按历史数据，未来十年的年回报约为5%，而非-2%。
X·宏观AI 评分1818 1/3 Here's the chart back to 1793, courtesy of Ed McQuarrie at Santa Clara.
1/3 Here's the chart back to 1793, courtesy of Ed McQuarrie at Santa Clara. The past 10 years have been the worst since 1803. Read that carefully. Bonds WERE the worst investment in American history. It says nothing about what they do next. https://t.co/9kif9Ryayo 引用 @dampedspring：This chart is
X·宏观AI 评分6767 沙特将11月远东旗舰原油OSP定为较Dubai低5美元
沙特将11月远东旗舰原油OSP定为较Dubai基准低5美元，10月为低2美元。原文称，这是六年来即新冠疫情以来最大折价；交易员此前预期11月会出现溢价。
X·宏观AI 评分3131 当被问到：你后悔说过“我现在就是庄家”吗？
当被问到：你后悔说过“我现在就是庄家”吗？ 贝森特说：“不后悔，因为你看，庄家也不是每一把都赢，庄家玩的是概率长期下来你会赢。我无法控制债券市场。我能做的是让人们慢下来思考，而非控制市场。” 对美债收益率上升，贝森特认为与全球趋势一致，并非美国特有现象：“如果出现 https://t.co/XP3h9Nkluv 引用 @qinbafrank：“我现在是庄家，所以当我们干预日元的时候，我对日本人、日本央行、日本决策层要做什么了如指掌，你们要想跟我对赌就尽管来。这是贝森特昨晚在访谈中直接说的，当一位曾经参与成功狙击过英镑和泰铢、在外汇市场有着丰富经验的基金经理成为了美国财政部长，他确实有着极强
X·宏观AI 评分1818 油价与美债联动相关性升至 35 年来最高
油价与美债联动相关性升至 35 年来最高 https://t.co/BY34TwZD7B 引用 @qinbafrank：昨晚的美股债市总结下来就是一句话：弱非农把10月加息概率进一步压低，AI高beta继续主导市场，但债市给出的信号远没有股市乐观。这里的核心还是油价和长债收益率。 1、油价方面： 1）好的层面
X·宏观AI 评分1818 The Bond Pivot: Jim Bianco On Why It’s Time To Start Buying Bonds
The Bond Pivot: Jim Bianco On Why It’s Time To Start Buying Bonds https://t.co/SyHexlpDlA
X·宏观AI 评分5353 Poten & Partners估算运费目前占原油到达炼厂成本的逾25%
船舶经纪公司 Poten & Partners 估算，目前运费占原油抵达炼厂门口时每桶成本的逾25%，战前为3%。
X·宏观AI 评分5757 波斯湾至远东超级油轮日租成本升至约130万美元
波斯湾至远东航线超级油轮的日租成本进一步升至约130万美元。作者称，战争开始前日租成本低于5万美元，9月首次发布图表时约为110万美元。
X·宏观AI 评分3232 The most interesting cut of the labor market data from yesterday.
The most interesting cut of the labor market data from yesterday. https://t.co/v0ydXQk959 引用 @EPBResearch：A new cycle high for cyclical payrolls. https://t.co/9OcEXfq4wU
X·宏观AI 评分1616 Bessent: "I can't control the bond market. What I can do is try to get people to slow down and…
Bessent: "I can't control the bond market. What I can do is try to get people to slow down and think." "What I meant by 'I am the house' is that I have superior information." https://t.co/gWNMqc6992
X·财经博主AI 评分3434 Color-coded real yields.
Color-coded real yields. Even with the recent spike, 10-year TIPS (2.91%) are only back to the pre-QE average (2.74%). Back then, debt held by the public was ~35% of GDP. Now it's ~100%. If debt were the driver, real yields would be far higher than pre-2008. https://t.co/3G49zfzkwk
X·宏观AI 评分2828 In September, % of unemployed for more than 27 weeks came in at 27.1%, up from 27.0% prior
In September, % of unemployed for more than 27 weeks came in at 27.1%, up from 27.0% prior https://t.co/9exCEHKR80
X·宏观AI 评分4141 美国非农就业人数两个月净修正减少6万个岗位
美国非农就业人数两个月净修正减少6万个岗位。
X·宏观AI 评分4545 9月劳动力参与率升至61.8%，男性参与率持平
9月劳动力参与率升至61.8%；男性参与率持平于67.2%，女性参与率小幅升至56.7%。
X·宏观AI 评分6565 美国9月非农新增就业人数2.9万，低于预期的9万
美国9月非农就业人数增加2.9万，低于预期的9万。前月新增就业人数为13.3万，较此前公布的16.2万下修。原文链接：https://t.co/tOuKDjyZzE
X·宏观AI 评分3333 In September, job leavers as % of unemployed dropped to 10.5% vs. 13.1% in prior month
In September, job leavers as % of unemployed dropped to 10.5% vs. 13.1% in prior month https://t.co/PSTKbTD5IQ
X·宏观AI 评分3131 The unemployment rate tells a similar picture of relative stability.
The unemployment rate tells a similar picture of relative stability. It was 4.19% in June, 4.09% in July, 4.14% in August, and 4.18% in September. Since June 2024, the unemployment rate has not fallen below 4.0% or risen higher than 4.5%. https://t.co/x6ByfSnZ9P
X·宏观AI 评分6060 美国三个月平均招聘人数修订至5.1万人，9月私营部门就业增加5.4万人
美国三个月平均招聘人数此前公布的8月均值为7.1万人，现修订为5.1万人，9月三个月平均招聘人数也为5.1万人。9月私营部门就业增加5.4万人，高于下修后的8月4.8万人；引用内容称，过去三个月就业增长较此前报告略弱，失业率升至4.2%。
X·宏观AI 评分4747 9月美国核心劳动年龄人口劳动参与率升至83.7%，前值83.4%
9月核心劳动年龄人口劳动参与率升至83.7%，前值为83.4%。
X·宏观AI 评分2424 On October 1, 2026, Governor Waller gave remarks on Federal Reserve economic data at the :
On October 1, 2026, Governor Waller gave remarks on Federal Reserve economic data at the @stlouisfed: https://t.co/YsKwAIFqW1 https://t.co/iJefKcW9uA
X·宏观AI 评分2323 The so-called prime-age labor force participation rate remains near two-decade highs.
The so-called prime-age labor force participation rate remains near two-decade highs. https://t.co/biN6q6zifD
X·宏观AI 评分2020 ⚠️The labor force participation rate is rebounding from historically low levels -- primarily driven…
⚠️The labor force participation rate is rebounding from historically low levels -- primarily driven by a rebound in participation amongst the younger cohorts <24yo. Ageing and early retirements are still a major drag on LF participation rate. https://t.co/CRcCvYIII0
X·宏观AI 评分7070 美国9月就业报告显示非农新增2.9万，失业率升至4.2%
美国9月就业报告显示，非农就业人数增加2.9万，失业率为4.2%，上升0.1个百分点。私营部门增加4.6万人，其中商品部门增加1.8万人、服务业增加2.8万人；政府部门减少1.7万人，7月和8月数据合计下修6万人。就业扩散率为49%，劳动参与率为61.8%、上升0.2个百分点；工资环比增长0.1%，同比增长3.0%、下降0.1个百分点。
X·宏观AI 评分3131 🚨Income erosion
🚨Income erosion We've long established the labor market is non-inflationary, but with real wage growth having been negative for the last 6-months that represents a cap on consumer spending growth https://t.co/IjrXx3L6PQ
X·宏观AI 评分1414 Part of the institutional backdrop that helps explain limited foreign demand for Treasuries even as…
Part of the institutional backdrop that helps explain limited foreign demand for Treasuries even as the US borrowing need hovers around 6 pp of GDP. Treasuries aren't just competing with bunds and JGBs; governments are evaluating the risk/ reward of Treasuries relative to
X·宏观AI 评分77 Understanding BLS Unemployment Statistics #JobsReport #BLSdata
Understanding BLS Unemployment Statistics https://t.co/UqFR54oYCZ #JobsReport #BLSdata