沙特称袭击利雅得机场致12人死亡、300多人受伤
沙特称，周六利雅得机场遭袭，造成12人死亡、300多人受伤。这是与也门胡塞武装冲突升级以来伤亡最惨重的事件。
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X（推特）上的财经、科技与宏观账号
X·宏观AI 评分4040 X·宏观AI 评分5555 Rory Johnston称霍尔木兹海峡袭击频次升至战事以来最高，仍有逾1000万桶/日原油通过
Rory Johnston称，霍尔木兹海峡袭击似乎正在放缓，并至少部分逆转近期原油流量的强劲恢复；与此同时，袭击频次已达到战事以来最高，仍有超过1000万桶/日原油通过海峡。引用内容称，过去11天霍尔木兹海峡及更广泛海湾地区共发生16次袭击，UKMTO报告了又一起袭击。原文将袭击放缓及原油流量恢复部分逆转列为看涨因素，将袭击频次处于战事以来最高水平且仍有大量原油通行为看跌因素。
X·宏观AI 评分4242 川普称普京同意向美国供应 300 万吨柴油
川普称俄罗斯总统普京已同意向美国供应 300 万吨柴油。原文还提到，美国正在援助乌克兰，同时拟从乌克兰的对手俄罗斯购买柴油。
X·宏观AI 评分2222 French versus Italian sovereign spreads:
French versus Italian sovereign spreads: What Bloomberg is reporting here was thought unlikely, if not unthinkable, not so long ago. #economy #markets #europe #france #italy https://t.co/MEMDAXSGGV
X·宏观AI 评分3333 2Q26 #coal fast facts:
2Q26 #coal fast facts: https://t.co/CGfIHbhBSy 🔹 Total domestic distribution was 92.2 MMst. 🔹 Wyoming led coal-origin states with 43.2 MMst shipped to 24 states. 🔹 Texas led coal-destination states, receiving about 10.6 MMst of domestic coal. 🔹 About 70% of coal moved by https://t.co/t6NPbcPAu
X·宏观AI 评分3434 Retail spending remains robust … though down from its summer peak, year/year growth in Johnson…
Retail spending remains robust … though down from its summer peak, year/year growth in Johnson Redbook Retail Sales Index is up 8.6% for week ending Oct. 3 https://t.co/cP4im7U86Q
X·宏观AI 评分7171 伊朗革命卫队称将袭击在该地区使用“非法”航线穿越霍尔木兹海峡的船只
伊朗革命卫队称，将袭击在该地区使用“非法”航线穿越霍尔木兹海峡的船只，威胁范围不限于海峡咽喉附近。
X·宏观AI 评分5656 蒂米劳斯转述美联储理事沃勒谈口头指引与近期利率路径
美联储理事克里斯·沃勒称，在需要时口头指引可以用于塑造市场对近期利率路径的预期，并称上周发生的事是更明确的前瞻指引。引用内容中，沃勒预计还需加息，以支持通胀更及时地回到2%的目标；加息不必在连续会议上进行，但应在可接受的时间内落实。
X·宏观AI 评分77 Read more about the latest developments in Canadian crude oil differentials and the fundamentals…
Read more about the latest developments in Canadian crude oil differentials and the fundamentals that drive them in the latest edition of our North American Oil Data Deck: https://t.co/Wgy82jyfPz
X·宏观AI 评分5959 阿尔伯塔Hardisty的WCS原油价差扩大至较WTI低逾25美元/桶
阿尔伯塔Hardisty的WCS原油较WTI贴水扩大至每桶25美元以上，Houston的价差扩大至每桶16美元以上。原文称，两地价差分别达到2023年11月和2023年1月以来最宽水平，并称价差扩大由质量相关因素等共同驱动。
X·宏观AI 评分4242 X·宏观：英国海事贸易行动办公室报告海湾地区再遭一起航运袭击
英国海事贸易行动办公室报告，海湾地区再次发生航运袭击。袭击正向西扩展，远离实际经由霍尔木兹海峡的航运交通；自上周三以来已发生15起袭击。CENTCOM仍未作出报复回应。
X·宏观AI 评分5151 美国10月密歇根大学消费者信心指数降至46.3，现况指数下降、预期指数上升
美国10月密歇根大学消费者信心指数降至46.3，低于47.6的预期和前月的48.1。现况指数为44.7，低于50.1的预期和前月的50.9；预期指数升至47.3，高于45.7的预期和前月的46.3。https://t.co/BRcTwWzXnN
X·宏观AI 评分5858 密歇根大学10月通胀预期：1年期为4.7%，5—10年期为3.5%
密歇根大学10月通胀预期显示，1年期为4.7%，低于4.8%预期、高于4.6%前值；5—10年期为3.5%，符合3.5%预期，高于3.4%前值。原文链接：https://t.co/9HseCJEdie
X·宏观AI 评分4848 Cook律师质疑罢免Cook的听证会是否合法
Cook的律师表示，鉴于总统多次称已决定解雇Cook、无论事实和证据如何，他们严重怀疑这场听证会是否合法；律师称，如果……（原文在此截断）
X·宏观AI 评分4949 特朗普成立委员会评估针对美联储理事 Lisa Cook 的抵押贷款欺诈指控，并安排听证会
特朗普成立委员会，评估针对美联储理事 Lisa Cook 的抵押贷款欺诈指控。委员会安排于 Nov. 5 在白宫举行现场听证会，Lisa Cook 将出席并接受委员会及其代表质询。
X·宏观AI 评分4646 2026年9月美国失业率基本持平于4.2%
2026年9月，美国失业率基本持平在4.2%。
X·宏观AI 评分5858 霍尔木兹海峡七日平均石油流量9月24日峰值达1620万桶/日
最新估算显示，霍尔木兹海峡七日平均石油流量于9月24日达到峰值1620万桶/日。随后伊朗航运袭击增加，流量回落约300万至400万桶/日；过去两周流量为1200万至1300万桶/日。
X·宏观AI 评分4343 布伦特和迪拜原油近月现货溢价仍强，WTI走弱
布伦特和迪拜原油期限结构维持较强的近月现货溢价，WTI则走弱。WTI近月现货溢价目前低于每桶1美元，这是自8月中旬以来首次。
X·宏观AI 评分4545 Joe发布海湾航运遇袭升级图表
海湾航运仍然危险，伊朗邻近水域确认遭袭船只数量维持高位。10月9日的7日累计确认命中数为8次，低于峰值11次，但除战争开始时的几天外，高于其他任何一周。
X·宏观AI 评分1717 I also will be watching the time frame for other safeguards cases, and the associated negotiations…
I also will be watching the time frame for other safeguards cases, and the associated negotiations around the level of China's tariff rate quota (assuming that the hybrid safeguard is indeed a model) 6/
X·宏观AI 评分4747 欧盟认为中国事实上接受了大幅削减混合动力汽车和插电式混合动力汽车出口的配额
欧盟认为，中国事实上已接受一项配额，将大幅减少混合动力汽车和插电式混合动力汽车出口。过去12个月，欧盟从中国进口约55万辆混合动力汽车；过去3个月按年化计算，进口总量则更接近……
X·宏观AI 评分1818 From Egan Jones. Since 2004, the Chinese economy has outgrown the US by basically any metric you…
From Egan Jones. Since 2004, the Chinese economy has outgrown the US by basically any metric you can think of. But American financial assets have clobbered Chinese ones however you measure it. https://t.co/D3KUGuhtHG
X·宏观AI 评分1212 Brent crude prompt futures price up $0.03/bbl over the past month.
Brent crude prompt futures price up $0.03/bbl over the past month. https://t.co/PnTjIPFB18
X·宏观AI 评分3737 lol, 500 kt in November is only 125 kbpd of diesel.
lol, 500 kt in November is only 125 kbpd of diesel. Russia usually exports nearly ten times that volume when its refinery fleet isn't getting bombed by Ukrainian drones 引用 @DeItaone：TRUMP ANNOUNCES DEAL WITH PUTIN FOR RUSSIAN DIESEL SUPPLIES President Trump says he held a “highly successful” disc
X·宏观AI 评分3939 BREAKING: US President Trump says he has agreed with Vladimir Putin that Russia would export “to…
BREAKING: US President Trump says he has agreed with Vladimir Putin that Russia would export “to the American and Global Marketplace” diesel. The quantities are, however quite small to make a meaningful impact. Trump says Russia will export immediately ~300,000 tonnes (~2.2 https://t.co/9anQ66GsXq
X·宏观AI 评分4747 美国取消对俄罗斯原产柴油的制裁，莫斯科承诺11月供应50万吨柴油
美国取消对俄罗斯原产柴油的制裁后，莫斯科承诺11月提供50万吨柴油。Rory Johnston称，这相当于每日12.5万桶；俄罗斯炼油厂未遭乌克兰无人机袭击时，柴油出口量通常接近这一水平的十倍。
X·宏观AI 评分2929 The September surge in Korean/ Taiwanese exports (mostly chips) strongly suggests that the…
The September surge in Korean/ Taiwanese exports (mostly chips) strongly suggests that the September/October US deficit will also rise further ... (last US data point is August ... and the deficit has been trending up since May ...)
X·宏观AI 评分1616 I assume the tariff rate quota that limits China's exports of hybrids and plug in hybrids will be…
I assume the tariff rate quota that limits China's exports of hybrids and plug in hybrids will be binding -- and the "understanding" is that China's won't retaliate for a quota that preserves some fraction of their current exports. 引用 @jojjeols：The problem with "understandings" are that they are no
X·宏观AI 评分3737 Let’s than a month since Congress voted for (and President Trump signed into law) the “Lindsey O.…
Let’s than a month since Congress voted for (and President Trump signed into law) the “Lindsey O. Graham Sanctioning Russia and Iran Act of 2026” that gives the White House huge powers to limit the Kremlin’s sales of energy, the first move is to lift sanctions on Russian diesel.
X·宏观AI 评分2121 Now available: Weekly data on the H.8 release, Assets and Liabilities of Commercial Banks in the…
Now available: Weekly data on the H.8 release, Assets and Liabilities of Commercial Banks in the United States (1/2) #FedData https://t.co/WeJhdaARrt
X·宏观AI 评分22 Notes on the Data have been added for the following as-of-date: September 30, 2026. (2/2)
Notes on the Data have been added for the following as-of-date: September 30, 2026. (2/2)
X·宏观AI 评分2626 The Trump-Putin deal on diesel puts Ukrainian leader Volodymyr Zelensky in a difficult spot: if…
The Trump-Putin deal on diesel puts Ukrainian leader Volodymyr Zelensky in a difficult spot: if Kyiv continues blowing up Russian refineries, Zelenskyy would be directly jeopardising a political and economic deal between Washington and Moscow.
X·宏观AI 评分5252 Rory Johnston《石油背景周报》：伊朗航运遇袭加剧，原油上涨
Rory Johnston称，原油上涨，战事中伊朗航运遇袭的强度达到最急剧的节奏，使此前经霍尔木兹海峡的石油流量恢复出现逆转。推文还称，白宫在柴油问题上愈发急切，并表示完整报告见回复：https://t.co/BjdajgN5Jb
X·宏观AI 评分00 Nonfarm employment little changed in September 2026 #BLSdata
Nonfarm employment little changed in September 2026 https://t.co/sjh6as1I3K #BLSdata https://t.co/nopcUo69Gp
X·宏观AI 评分5656 中国拟在国庆假期短暂停运后恢复成品油出口
中国拟在国庆假期短暂停运后恢复成品油出口。原文称，此举将有助于缓解全球柴油、汽油和航空燃油市场偏紧，并附有链接 https://t.co/uC1teY4fqw
X·宏观AI 评分4444 美国财政年度赤字升至近2万亿美元，约占GDP的6%
美国截至9月30日的财政年度预算赤字升至近2万亿美元，具体为1.993万亿美元。尽管经济表现稳健，美国赤字仍约占GDP的6%。
X·宏观AI 评分3838 近期的美股就是在被不断调教：
近期的美股就是在被不断调教： 1）昨天盘前报道说美军已经做好准备川普要在中期选举前升级再动手，盘前油价上行长债收益率也上行，市场都在跌。 然后盘中川普说“正在跟伊朗讨论，我们不会在11月3日美国中期选举之前的任何时候攻击伊朗”，情绪开始缓解； 引用 @qinbafrank：现在油价和长债收益率跟股市就是个跷跷板，晚上油价上行带动长债收益率也向上，美股盘前也就跌。油价起来是因为三个点：川普再次威胁要在中期选举前升级、前两天这里https://t.co/1tbr0X9SiB聊到霍尔木兹海峡通过接驳转运恢复了大半但是转运成本很高导致油价很难下去、然后这两天因为飓风墨西哥湾25%的 https:/
X·宏观AI 评分3838 Taking a step back from the ups-and-downs of the oil market, one remarkable feat: global economic…
Taking a step back from the ups-and-downs of the oil market, one remarkable feat: global economic growth remains largely unchanged since the spring. @KGeorgieva: "Steady global growth has continued" The IMF/WB annual gathering is next week: https://t.co/Rn1XhHXA5L
X·财经博主AI 评分1313 Interesting -- despite all the news on AI politicization and data center pushbacks, only ~8% of…
Interesting -- despite all the news on AI politicization and data center pushbacks, only ~8% of voters rank it as the top issue per recent Echelon Insights polling https://t.co/sgIFquDYWF
X·财经博主AI 评分2929 "AI accounts for the only positive trend in US construction spending, having risen by 38% since…
"AI accounts for the only positive trend in US construction spending, having risen by 38% since January 2024. Unfortunately the other three main categories are down since then (manufacturing -28%, commercial real estate -13% and residential -6%). That’s why the decline in planned https://t.co/9qvQpt