外媒与科技媒体长文、研究号文章
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.
美国通胀数据升温后，日元本月触及兑美元的最弱水平，日本财务大臣片山皋月警告投机者，称必要时已准备再次采取汇市行动。
US considers easing sanctions on shadow fleet vessels to cut freight rates, official says Reuters
European officials balked at proposal made by Donald Trump’s negotiators during meeting in Miami
中国人民银行公布前三季度金融数据，社会融资规模增量为27.46万亿元，债券和股票融资占比约49.48%，超过贷款占比约7个百分点。豆包手机助手公布拒绝其执行GUI自动化操作的应用清单，共151款，含微信、DeepSeek等。恒生指数公司公告称，茶百道因股份受监管机构调查而停牌，将从恒生指数系列剔除。
A forecaster who was early to call the most recent Federal Reserve rate hike now says a bigger, half-percentage-point rate increase could be on the table in December.
Like many on Wall Street, DoubleLine’s Vitaliy Liberman has made a habit out of keeping tabs on foreign ownership of US debt securities, looking for signs of any broad-based pullback in retaliation for Donald Trump’s zero-sum trade policies. Month after month, he noticed something peculiar.
美国通胀跳升加剧市场对美联储进一步加息的担忧，金价延续跌势。此次加息押注集中在10月。
Fed survey shows price pressures intensifying as fuel costs rise Reuters
Flavio Bolsonaro slightly leads Lula in Brazil runoff, Quaest poll shows Reuters
North Korea says it tested submarine-launched cruise missiles, KCNA says Reuters
Suspected Russian drones have sunk or damaged 5 ships near Bulgaria and Romania.
俄罗斯至中东地区袭击再度升温，供应面临威胁，石油价格守住涨幅。受威胁的供应此前不久才恢复至接近战前水平。
美联储官员戴利称，可能需要加息，但并不紧迫。
Also in today’s newsletter: China’s exports surge and Ukraine blindsided by Starlink restrictions
The annual cost-of-living adjustment may soon be capped, curtailed, means-tested or scrapped altogether under various proposals being actively considered
US judge won't block Trump order targeting DEI by federal contractors Reuters
Federal judge blocks planned US farm agency reorganization Reuters
Growth was largely in manufacturing sectors largely connected to AI
SpaceX旗下星链在乌克兰的服务受限，乌方怀疑马斯克或特朗普政府借此施压，要求乌克兰不要攻击俄罗斯炼油厂。限制一度导致无人机超过160 km/h时断网，部分情况下超过80 km/h也会断开；乌克兰国防部称服务已改善，但160 km/h仍不足以拦截部分俄罗斯喷气式无人机。
Baby boomers have been the biggest force driving home sales over the last few years. Many of them are moving to be close to family, and in particular, their grandchildren.
芝加哥联储主席奥斯坦·古尔斯比称，上月广泛存在的通胀压力令人担忧，并警告与人工智能相关的基础设施建设可能令经济过热。
周三，俄罗斯至中东地区敌对行动加剧，供应流量面临威胁，布伦特原油交易价格升至106美元上方。伊朗支持的胡塞武装在沙特多地发动导弹和无人机袭击，造成沙特阿美总部受损；伊朗对霍尔木兹海峡油轮的袭击也在升级，威胁海湾供应反弹。
As Ukraine struggles with Starlink and US satellite data, Europe has no quick fix Reuters
The cost-of-living adjustment for 2027 will be 3.6%, which will give Social Security recipients an average of $75 more per month.
AI infrastructure firms slump as US rate hike bets rise Reuters
Red hot CPI report fuels AI rout Reuters
Exclusive: Israel has not permitted US-led project to house 150 international troops to move forwardIsrael is refusing to allow a key military outpost project for Donald Trump’s Board of Peace to proceed in Gaza, the Guardian has learned.In early August, the Board of Peace, the international organiz
Ohio-based founder Emil Barr fears broader wealth taxes could follow. It's an "anti-entrepreneurial" attitude, he told Fortune. Jensen Huang disagrees.
美联储褐皮书显示，近期12个联邦储备区中有一半的价格压力强劲或正在加剧。调查称，能源价格上涨已传导至地方经济。
Bitcoin fell as much as 2.3% toward the lower end of its recent trading range, caught in a broader retreat from risk assets even as crypto analysts have turned sharply more bullish on the token.
一艘货船在遭袭起火、船员撤离后，于霍尔木兹海峡沉没。新加坡海事及港务管理局表示了这一情况。
Where Europe stands after trade talks with China.
White House spokesman Matthew Middleton said in response to Cook's lawyer that Trump "is performing his constitutional duty."
Germany's AfD and leftist BSW call for end to help for Ukraine Reuters
美国社保署预计，2027年社会保障生活成本调整（COLA）将上调3.6%，近7200万社会保障金领取者平均每月增加约75美元，约730万补充保障收入受益人也将获得调整。2027年工资税应税上限预计从2026年的184,500美元升至192,300美元；同期9月CPI同比上涨3.7%。社保受托人报告称，合并信托基金预计从2034年起无法支付全额福利，届时收入可覆盖约83%的计划福利。
乌克兰官员称，SpaceX突然限制装载在乌军无人机上的星链终端速度，扰乱无人机行动，并使飞行速度较慢的攻击无人机更容易遭俄方防空系统拦截。泽连斯基称，乌方未收到合作伙伴对周二晚间首轮俄军弹道导弹袭击的常规预警；特朗普则称美国没有停止与乌克兰分享情报。报道称，俄军夜间袭击能源设施，乌方称基辅三座热电厂均遭袭，至少60万人断电；相关说法及战场进展部分无法独立核实。
On the tourism-dependent island, motorcycles and cars waited outside stations and spilled onto nearby roads as motorists scrambled for fuel.
Two new forecasts spell bad news for home buyers and sellers
Chilean lawmakers are seeking explanations from regulators over how privately managed pension funds were allowed to build up massive bets on US interest rates that are now triggering heavy losses.