X（推特）上的财经、科技与宏观账号
Under Operation Economic Outcast, Treasury’s @FinCENnews issued an Alert asking financial institutions to report potential Iranian regime abuse of religious charity networks, including diversion of religious tithes, or khums. The Iranian regime has been known to abuse ostensibly
Yowza. 40BN offered in this buyback. Does "The House" Martingale? https://t.co/8aZRDXQbvk
Smart Tho aligning with the EU on plug in hybrids and battery electric vehicles currently means doing somewhat different things 引用 @FT：France and Germany to allow UK in EU car policy if it aligns on China tariffs https://t.co/yOtqTd2Q5m
Today, as part of Operation Economic Outcast, Treasury disrupted Iran’s efforts to infiltrate the international financial system through an Iraqi bank that also supports Iran’s terrorist proxy militia groups. By dismantling these institutions—including offshore banks and shadow
中国对美出口近期快速增长，美元计价已回到特朗普第二任期初的水平。Robin Brooks称，中国贸易顺差急升，主要与对美国以外地区出口大幅增长有关，并认为这显示中国正加大出口、努力降低对美国的依赖。
Tho to be clear, without a 1 pp of GDP increase in gold imports by China in 2026 its surplus would be way up -- and the latest export and import numbers point to a substantial net export contribution in 26 even with that surge on gold imports ... so the 26 imbalance is actually https://t.co/HgnRaIHk
El-Erian转述《金融时报》称，为知名数据中心融资发行的债券近几周价格已跌至面值以下，相关中心将由Meta、英伟达、Oracle等公司入驻。原文还称，投资者正在抛售所谓的neocloud债务，并附有链接：https://t.co/08RzREOkUT
Interactive guide to our weekly #BalanceSheet report: https://t.co/75xiVY3BGu #FedData
Heads up that we're doing a rare Twitter space tonight with @DonMiami3 and @RealJohnGaltFla. Stop in, listen to our chat, say hi, disagree vehemently, insist that I'm paid by both the CIA and Tehran—it'll be a blast! 引用 @DonMiami3：Join us with @Rory_Johnston next Thursday for macro happy hour on o
Retirement benefits were available to 72 percent of private industry workers in March 2026 #BLSData https://t.co/aSOWwwvRfK https://t.co/mH2WT67aQu
9月CPI和PPI数据推算显示，核心PCE月涨幅预计约为0.34%，或创1月以来最高。核心PCE同比涨幅或从8月的3%升至3.1%，3个月年化涨幅或从2.0%升至2.9%。
据@Redfin数据，9月住房卖家数量比买家多逾60%，买家活动在按揭利率上升中继续降温 https://t.co/hb1IjmvkKF 原文： According to @Redfin data, home sellers outnumbered home buyers by more than 60% in September, as buyer activity continues to cool amid rising mortgage rates https://t.co/hb1IjmvkKF
截至10月9日当周，可调利率按揭占按揭申请的10.5%，为一年最大份额，反映负担能力担忧与更高借贷成本 @MBAmortgage https://t.co/LRF3zPHIuF 原文： Adjustable-rate mortgages accounted for 10.5% of mortgage applications for week ended Oct. 9, the largest share in a year, reflecting affordability concerns and higher borrowing costs @MBAmortgage https://
AI驱动的定价压力在9月持续，计算机软件价格同比上涨28%，创下纪录。
Bloomberg数据显示，9月按12个月计涨幅超过3%的CPI分项占比为48%，低于8月的51%。按六个月年化计算，该占比从43%降至38%。
美国人实际收入连续第六个月下降，9月实际平均时薪同比下跌0.7%。周薪自5月以来首次下降。
消费者就是跟不上 与今年早些时候消费者为跟上油价上涨而激增支出不同，今秋价格二次上涨后，支出没有跟上。h/t @ericwallerstein https://t.co/2wSTqN4eZS https://t.co/KMLGGQhRt0 原文： The Consumer Just Can’t Keep Up Unlike earlier in the year when consumers surged spending to keep up with rising gas prices, spending has not kept up with the second surge
CNY generally strengthened v the USD in q3, so there is no particular reason export conversion dried up -- but definitely not seeing flows of the expected size in the state banks right now. 4/4
中国国有商业银行第三季度净外汇资产仍增加1150亿美元；同期海关顺差为3650亿美元，约三分之一体现在国有银行。
Where did China's $130b plus September trade surplus go? as of now, it a bit of a mystery There is no settlement data yet, and nothing showed up at the PBOC. Guess the market really did play a decisive role in CNY valuation :) 1/ https://t.co/Kf4sArxZqO
俄罗斯地方当局称，大规模无人机袭击击中梁赞炼油厂并引发火灾，该炼油厂位于莫斯科以南约200km。原文称，这是美国总统特朗普声称基辅与莫斯科已就能源达成休战以来，首起得到确认的俄罗斯炼油厂遇袭事件。
In an interview with the FT, Ukrainian President Volodymyr Zelenskyy said his country will restart strikes on Russia’s oil refineries. “The block [on attacking refineries] is out. We’re done,” Zelenskyy said. https://t.co/y95QRcuc5T
长债收益率下来了，这次更多是AI放缓担忧导致的而非油价走弱 https://t.co/MxRmB0JZQH 引用 @qinbafrank：Anthropic的营收是AI商业化的全部么？昨晚Anthropic的投资者日披露了三季度的营收数据，被市场解读为增速放缓年底ARR到千亿美金难度很大，更进一步也有人就认为AI商业化出大问题了。这里面就要回答一个问题前沿大模型厂商的营收就能代表AI商业化的全部么？其实不然 https://t.co/ns7oa2Ly6U
今天清晨值得注意：10年期美国国债收益率大幅下跌，交易于略低于5.10%的水平。 #economy #markets #bonds #yields https://t.co/Dd9VLyFsNF 原文： Of note this early morning: the yield on 10-year US government bonds has fallen sharply, trading just below 5.10%. #economy #markets #bonds #yields https://t.co/Dd9VLyFsNF
中国9月的出口异常强劲 1/ https://t.co/J2Yhb3J1q0 原文： September's Chinese exports were exceptionally strong 1/ https://t.co/J2Yhb3J1q0
前美国财政部官员布拉德·塞策表示，中国在隐藏美元方面做得比摆脱美元更好。
监管副主席鲍曼（Bowman）关于硅谷银行（Silicon Valley Bank）事件后监管现代化的讲话：https://t.co/1cboQnCXKz 观看直播：https://t.co/bzEEBXfuyT 了解更多关于监管副主席鲍曼的信息：https://t.co/tWe5lT37NX 原文： Speech by Vice Chair for Supervision Bowman on supervisory modernization after Silicon Valley Bank: https://t.co/1cboQnCXKz Watch live: https://t.c
Rory Johnston正在制作图表，整理UKMTO确认的霍尔木兹、波斯湾和阿曼湾航运袭击事件，并叠加估算的霍尔木兹石油流量。原文还提到“UNGO”的巧合，并附有链接：https://t.co/13kaE0qDMb
Volta 正以约 11% 利率推销约 50 亿美元 AI 基础设施债务，项目有一份为期六年的 Anthropic 算力协议；其中 13 亿美元租赁支持贷款由摩根大通和高盛承销，37 亿美元 GPU 部分在没有两家承销承诺的情况下出售，且该交易尚未评级。
推荐理由：三笔融资的利率、发行价和承销安排呈现了不同资金成本口径，并显示客户合同期限与债务期限之间的差异。
9月整体CPI通胀为3.7%，上升0.3个百分点，较疫情后低点高1.4个百分点。核心CPI通胀为2.6%，上升0.2个百分点，较上月的疫情后低点高0.2个百分点。通胀升温主要由汽油、柴油和燃料价格以及旅游和酒店业推动。
.@MBAmortgage（美国抵押贷款银行家协会）截至 10 月 9 日当周抵押贷款申请再次下降，-2.7%，前值 -4.2%……30 年期固定抵押贷款利率现为 7.50% https://t.co/F7Sy2I9eN8 原文： .@MBAmortgage mortgage applications for week ended Oct. 9 fell again, -2.7% vs. -4.2% prior … 30-year fixed mortgage now at 7.50% https://t.co/F7Sy2I9eN8
美国9月核心CPI三个月年化变化升至3.41%，前值为1.97%。原文附有链接：https://t.co/o5ulkFrjyu
美国9月CPI环比上涨0.6%，符合0.6%的预期，高于前值0.4%。核心CPI环比上涨0.3%，高于0.2%的预期，与前值0.3%持平。https://t.co/NyNjPLkhu9
美国9月核心CPI环比上涨0.33%，比多数预测者预期高约0.1个百分点。三个月年化率从8月的2%升至3.4%。原文链接：https://x.com/NickTimiraos/status/2110348680968761383
美国9月CPI同比上涨3.7%，高于预期的3.6%和前值3.4%；核心CPI同比上涨2.6%，高于预期的2.5%和前值2.4%。原文链接：https://t.co/zVTvHiXL1w
9 月所有雇员实际平均时薪下降 0.5% #BLSData https://t.co/A3dKFuBmXN 原文： Real average hourly earnings for all employees decrease 0.5% in September #BLSData https://t.co/A3dKFuBmXN
9月所有雇员实际平均时薪下降0.5%。
新加坡政府确认，集装箱船 GFS PRIDE 在霍尔木兹海峡附近遭伊朗袭击后沉没。船上全体船员安全，该船悬挂新加坡国旗。
October rate hike odds jumped significantly (nearly doubling from yesterday) post-CPI print this morning @CMEGroup https://t.co/a6mI95pgxH
更正一下，明天美东晚上11：30，沃什在泰国有个采访