US inflation again set to be a crucial factor for the midterms
Donald Trump was re-elected on the back of inflation anger, and his party is now in danger of losing control of the House and Senate for the same reason
全部深度
外媒与科技媒体长文、研究号文章
金融时报AI 评分1010 彭博AI 评分2626 Korean Households Increase Borrowing at Slowest Pace Since March
South Korea’s bank lending to households expanded in September at the slowest pace in six months as softer mortgage growth and a sharp decline in other types of household loans tempered borrowing ahead of a central bank policy decision next week.
彭博AI 评分2323 UK’s Healey Says He Will ‘Stay The Path’ On Deficit Reduction
UK Chancellor John Healey said he will “stay the path” on plans to bring down borrowing over the next few years as he welcomed the International Monetary Fund’s support for the government’s fiscal plans ahead of the budget.
彭博AI 评分2323 ECB Probably Needs to Embrace Mildly Hawkish Stance, Knot Says
A series of economic and geopolitical disruptions means the European Central Bank might need to embrace a policy stance that has a modest tilt toward monetary tightening, according to one of the frontrunners to succeed President Christine Lagarde.
彭博AI 评分2525 Bonds Pay the Price for India’s Rupee Defense as Rate Bets Build
India’s fight to stabilize the rupee is starting to exact a price in the bond market, as traders ramp up bets on faster interest-rate hikes.
彭博AI 评分5555 新加坡铁矿石期货跌破每吨90美元，为2024年以来首次
新加坡铁矿石期货跌至两年来低点，跌破每吨90美元，为2024年以来首次。摘要称，价格回落因中国需求偏弱和全球供应过剩而延续。
彭博利空AI 评分3838 Taiwan Dollar, Won Slump as Chip Stock Selloff Hurts Sentiment
The Taiwan dollar and South Korean won led losses among Asian currencies in early trading as an overnight slump in Wall Street semiconductor shares spilled into regional markets, dampening demand for artificial intelligence supply-chain plays.
金融时报AI 评分1515 What’s at stake in the Saudi-Houthi conflict?
The kingdom has much more to lose than Yemen’s insurgents
金融时报利空AI 评分2121 Zelenskyy on Trump's relationship with Putin | FT Interview
Ukrainian president Volodymyr Zelenskyy lambasted Washington’s eagerness to strike business deals with Moscow
金融时报AI 评分2020 Is the K-shaped economy really more of an E?
America remains a very unequal place, but on many metrics inequality is not increasing
金融时报利空重大AI 评分1919 Ukraine to resume strikes on Russian refineries, Zelenskyy says
Ukrainian president expresses anger in FT interview at ‘dangerous’ withdrawal of US intelligence sharing and weakening of Starlink satellite internet service
金融时报利空AI 评分3939 French debt worries spill into stocks, driving biggest underperformance since 2010
Investors demand big discounts against regional peers to reflect troubled public finances and looming presidential election
金融时报利好AI 评分3131 Oil majors face $32bn dilemma over Iran war windfall
Investors are keen to see how world’s largest crude companies plan to deploy extra cash generated by soaring energy prices
金融时报利好AI 评分4747 投资者预测黄金两年内将创价格新高
投资者预测，黄金价格将在两年内创下新高。各国央行9月购入黄金量达到近两年来最高的单月水平。
金融时报利好AI 评分2525 London’s gold market enjoys the Trump effect
The City’s dominance of physical trading in the metal is being reinforced by global instability
CNBCAI 评分2323 Elon Musk says Trump is 'ultimately' responsible for any curbs on Ukraine's Starshield systems
"Any limits on speed or usage are decided by the US military and ultimately POTUS," Musk wrote.
路透社利空AI 评分1616 IMF warns of slowing Asian growth, spillover from rising yields - Reuters
IMF warns of slowing Asian growth, spillover from rising yields Reuters
彭博利空AI 评分4545 IMF预计亚太地区经济增长放缓，AI热潮支撑的韧性面临考验
IMF预计亚太地区今年和明年经济增长放缓，并警告能源价格上涨以及人工智能热潮可能退潮，都可能考验该地区的韧性。
彭博AI 评分3434 RBNZ Chief Economist Says Next Interest Rate Call ‘Wide Open’
New Zealand’s interest rate decision in late October is “wide open,” according to Reserve Bank chief economist Paul Conway, even as inflation pressures build.
彭博利空AI 评分5050 IMF警告中国刺激措施力度不足，人民币实际价值被低估
国际货币基金组织（IMF）一名高级官员表示，中国经济疲软导致人民币实际价值被低估，提振需求的措施远未达到所需力度。
彭博AI 评分2020 Singapore DPM: Must Work Faster to Vie With Wealth Hubs
Singapore must work faster and harder as it competes with other global hubs that manage wealth says the island nation's Deputy Prime Minister Gan Kim Yong. He added that as global supply chains and investment flows shift, Singapore’s important role as a financial hub will provide further opportuniti
彭博利空AI 评分4141 IMF亚太区主管警告市场风险上升
IMF亚太区主任Krishna Srinivasan在接受彭博电视采访时表示，重叠的市场风险可能蔓延至亚洲经济体。
彭博利空AI 评分2525 Philippine Peso Declines Past 63 Per Dollar for First Time
The Philippine peso breached the key psychological level of 63 per dollar for the first time, intensifying pressure on the central bank to defend the currency.
彭博利空AI 评分2929 India’s Bond Market Shows Bets Building for More RBI Rate Hikes
The 10-year bond yield climbed to a more than three-year high of 7.41% on Wednesday.
彭博利好AI 评分5555 中国与朝鲜启用延迟十余年的跨境桥梁
中国与朝鲜周四启用一座跨境桥梁，该项目此前延迟了十余年。朝鲜在过去一个月内开放了两座连接主要贸易伙伴的桥梁，报道将新桥与贸易联系相连。
彭博利空AI 评分4141 电池金属需求担忧加剧，中国锂期货延续深度跌势
中国锂期货本周延续大幅下跌，市场对电池金属需求前景的担忧加剧。
路透社AI 评分44 New White House press secretary Katie Zacharia's legal career draws scrutiny - Reuters
New White House press secretary Katie Zacharia's legal career draws scrutiny Reuters
路透社利空AI 评分1818 Oil prices fall as investors weigh supply outlook, Middle East tensions - Reuters
Oil prices fall as investors weigh supply outlook, Middle East tensions Reuters
金融时报AI 评分99 ‘We have to live with it’: Indonesia’s worst fires in years wreak havoc
El Niño weather pattern has exacerbated seasonal blazes and toxic haze has spread across the region
IT之家AI 评分6464 美联储官员称AI投资加剧美国通胀压力
美联储9月会议纪要显示，官员们越来越倾向于认为，AI基础设施建设是推动美国商品价格持续上涨的主要因素，关税影响则逐渐减弱。剔除食品和能源后的商品价格仍快速上涨，官员预计整体通胀率要到2029年才有望降至2%的目标水平。部分官员认为，AI建设热潮或使经济需求超过企业供给能力；官员们也预计AI投资将在未来几年提高生产率、扩大经济产出，但收益规模和显现时间难以确定。
彭博AI 评分3939 ECB May Not Have to Do as Much If Markets Tighten, Dolenc Says
A tightening in financial conditions may limit the need for European Central Bank monetary policy action, according to Governing Council member Primoz Dolenc.
彭博利空AI 评分5151 日本央行审议委员小枝淳子提醒勿对加息过度谨慎
日本央行审议委员小枝淳子表示，不应对加息采取过于谨慎的立场。彭博称，这番表态暗示日本央行可能在未来数月再次加息。
彭博AI 评分4949 分析师称印度或需加息、减税以提振卢比
印度央行已采取十多年来力度最大的卢比保卫行动，并表示行动尚未结束。
彭博AI 评分2525 Brazil Election: Senate Approves Bill to Shorten Workweek in Boost to Lula
Brazil’s Senate approved legislation to shorten the workweek without reducing pay, handing President Luiz Inácio Lula da Silva a potential lifeline days ahead of an election he’s trailing.
彭博利空AI 评分3434 JPMorgan's Dimon Says Federal Debt May Lead to Bond Volatility, Higher Rates
JPMorgan Chase Chairman and CEO Jamie Dimon discusses the impact of the federal debt on the bond market during an event at the Economic Club of Chicago. (Source: Bloomberg)
路透社重大AI 评分2929 US floats unfreezing some Russian assets to restart Ukraine peace talks, FT reports - Reuters
US floats unfreezing some Russian assets to restart Ukraine peace talks, FT reports Reuters
MarketWatch利空AI 评分3232 The AI trade is splintering as inflation fears rattle hyped-up tech stocks
Investors are wondering if steep inflation and increased borrowing costs could derail the AI buildout.
彭博AI 评分3434 Bolivia Revamps Gold Export Rules in Bid to Attract Dollars
Bolivia aims to boost private gold exports while increasing dollar inflows to domestic banks in a reform backed by President Rodrigo Paz that ends a three-year-old system overseen by the central bank.
彭博利好AI 评分4242 全球股市抛售打压风险情绪，美债全线上涨
全球股市抛售带动避险资产需求，美国国债收益率曲线各期限债券全线上涨。
彭博利好AI 评分3636 Australia’s Higher Unemployment Sees Traders Pare Rate Bets
Australia’s higher unemployment and unexpected job cuts in September suggest the labor market may be loosening, prompting traders to scale back bets on the Reserve Bank raising interest rates further.