Fed seen skipping October rate hike as job market cools - Reuters
Fed seen skipping October rate hike as job market cools Reuters
#债券/利率
外媒与科技媒体长文、研究号文章
路透社AI 评分3636 彭博AI 评分3232 Last Leg of Bond Selloff ‘Overdone,’ Says JPM’s Misra
Priya Misra, Core Plus Bond ETF portfolio manager at JPMorgan Asset Management, says markets are at the inflection point where “when the bond market speaks, everyone listens.” (Source: Bloomberg)
彭博AI 评分4545 美国就业数据疲软后，债券交易员下调对美联储本月加息的押注
美国就业市场显露疲软迹象后，债券交易员下调了对美联储本月加息的预期。
彭博AI 评分1919 French Bond Rout Recalls Euro Debt Crisis, Candriam CIO Says
France’s bond market is heading into a period of heightened volatility as political uncertainty collides with deteriorating public finances, according to Nicolas Forest, chief investment officer at Candriam.
路透社AI 评分1515 Euro zone inflation surges more than expected, keeping pressure on ECB to hike rates - Reuters
Euro zone inflation surges more than expected, keeping pressure on ECB to hike rates Reuters
金融时报AI 评分3333 Investors seek refuge from bond rout in haven German debt
Bund yields have fallen this week even as US, French and other governments’ bonds have sold off sharply over inflation fears
MarketWatchAI 评分3535 Here’s the bond-market alternative as U.S. and other developed markets debt deteriorate
Christopher Wood, of Jefferies, said Group of Seven bonds have entered a ‘structural bear market’ since March 2020.
彭博AI 评分2020 Bessent’s Message on US Wages Bears Risks
The Treasury secretary is critical of claims of a “K-shaped” US economy
彭博AI 评分1919 AT1 Niche Turns Into Acute Painpoint of Global Bond Selloff
One corner of the Additional Tier 1 market stands out in the global bond selloff, where rising rates are squeezing banks with large property-lending businesses, hammering their riskiest debt.
CNBCAI 评分1818 The secret signs the bond sell-off might be ending
A big options bet involving the utility sector could indicate a top in yields.
金融时报AI 评分4646 欧元区通胀上升加大欧洲央行再次收紧政策的压力
欧元区9月总体CPI升至3.8%，在连续两次加息后，12月再次加息仍是基准预期。
彭博AI 评分5151 欧元区通胀高于预期，升至三年高位
欧元区通胀加快幅度超过预期，升至三年来最高水平。该数据提振了欧洲央行进一步加息的预期。
彭博AI 评分4343 欧洲国债利差扩大促使市场押注欧洲央行减少加息次数
欧元区主权债券利差周五扩大后涨势放缓，交易员押注欧洲央行将被迫支持该地区负债较重的成员国，减少加息次数。
彭博AI 评分2828 UK Still Pays a Heavy Bond Market Price for Its Tarnished Image
The UK government is battling entrenched skepticism about its finances that is adding billions to borrowing costs and amplifying the pain of a global bond selloff.
彭博AI 评分2727 France’s Bond Crisis Deepens, US Jobs Data on Deck
A selloff in global debt has fueled a rout that’s hitting harder and faster in France than anyone expected, with nerves fraying about missed deficit targets and policy gridlock. The US jobs report is set be a macro highlight at a time when resilient data are supporting riskier assets while giving th
彭博AI 评分4545 利率飙升重创小盘股、银行股和公用事业股
利率飙升令小盘股、银行股和公用事业股遭受重挫。
CNBCAI 评分3333 Treasury yields inch higher as investors await key jobs report
U.S. Treasury yields inched higher on Friday as investors weighed a trading week dominated by a global bond selloff and awaited a key jobs report.
彭博AI 评分3939 JPMorgan AM: We're Getting More Constructive on Duration
Kim Crawford, global fixed income portfolio manager at JPMorgan Asset Management, discusses the outlook for French bond yields and why her firm is getting "more constructive" on longer-term debt. "Bonds typically sell off until something breaks, and something has broken," Crawford tells Bloomberg Te
彭博AI 评分5050 Pimco总裁Christian Stracke称AI支出推动收益率上升，而非通胀
Pimco总裁Christian Stracke称，超大规模云服务商及人工智能生态的资本需求激增，是推动实际利率和债券收益率上升的主要力量，而非通胀预期。
卫报AI 评分4444 巴黎拟削减支出并加税，法国债券遭抛售被称“令人想起欧元危机”
巴黎提出削减支出和提高税收的财政方案，以避免法国明年赤字达到GDP的6.5%，但方案无法稳定公共债务。法国债券需求明显减弱，法国国债承压，欧元区其他高负债成员的借贷成本也可能上升；欧元兑美元昨日跌至1.1215。
彭博AI 评分4848 PIMCO总裁Christian Stracke谈信用风险与即将到来的收益率冲击
PIMCO总裁Christian Stracke分析全球债券抛售的驱动因素、可能威胁股市的收益率水平，以及投资者是否低估了未来仍可能出现的政策收紧幅度。
彭博AI 评分2424 Bond Storm Shakes London’s Fragile Stocks Recovery
A tentative recovery in UK stocks has hit a major roadblock as the country’s bonds take some of the harshest punishment from the global selloff in sovereign debt.
彭博AI 评分3232 French Bond Blowout Amid Debt Dilemma: Market Snapshot
As global government bonds wrapped up their worst quarter since 2024 due to higher oil prices and the threat of sticky inflation for the world economy, France is facing a particularly tricky trajectory. OAT-Bund spreads widened sharply as an increasingly fragmented government unveiled plans to narro
金融时报AI 评分3939 Global bond market steadies after sharp sell-off
Heavy selling this week pushed 10-year US Treasury yields to their highest level since 2002
卫报AI 评分1818 Labour figures uneasy about Healey’s ‘underpowered’ approach to budget
Chancellor faces global volatility and soaring energy costs as some insiders worry lack of clarity could trigger fresh market shockSenior Labour figures are privately voicing unease about John Healey’s approach to his crucial first budget this month, against the backdrop of volatile global markets a
彭博AI 评分1010 US Treasury Rebound Pulls Yields Off Multi-Decade Highs
"Bloomberg: The Asia Trade" brings you everything you need to know to get ahead as the trading day begins in Asia. Bloomberg TV is live from Tokyo and Sydney with Shery Ahn and Haidi Stroud-Watts, getting insight and analysis from newsmakers and industry leaders on the biggest stories shaping global
彭博AI 评分3434 Indonesia Has Room for Global Bond Sale This Quarter, Finance Minister Says
Indonesia has room for a global bond sale this quarter as the government plans its borrowing program for the rest of the year, according to the nation’s newly appointed finance chief.
彭博AI 评分1818 France’s Crisis Is Deepening as Investors Head for the Exit
Worries are mounting and bonds, stocks and the euro are taking the hit.
彭博AI 评分2828 Cocktail of Risks Boosts Demand for Safest Bonds: Markets Wrap
Risks spanning credit markets, elevated commodity prices and French political turmoil boosted demand for safer government bonds, snapping a prolonged decline fueled by persistent inflation concerns.
金融时报AI 评分3030 Emerging markets outperform developed markets as bond rout deepens
Fiscal discipline, institutional strength and a willingness to fight inflation have shielded developing countries so far
金融时报AI 评分4242 量化对冲基金借全球债券抛售行情大幅获利
量化对冲基金在全球债券抛售中大幅获利。趋势跟踪投资组合抓住了今年收益率大幅上升的行情，伊朗战争和强劲的美国经济数据加剧了通胀担忧。
AxiosAI 评分4949 美联储长期利率上升开始影响更多经济领域
堪萨斯城联储主席杰夫·施密德表示，长期利率持续上升正影响更多经济领域，多户住宅、商业贷款和房价已出现压力。里士满联储主席托马斯·巴金称，万亿美元规模的AI建设推高需求与利率；波士顿联储主席苏珊·柯林斯表示，AI投资也在支撑经济增长，但能否维持当前速度仍待观察。
AxiosAI 评分4242 美国房贷利率升至近三年高位，新申请量骤降
美国30年期固定房贷利率升至近三年高位，周均利率达到7.28%，房贷申请量随之下滑。Mortgage Bankers Association称，截至9月25日当周申请量环比下降6%；可调利率房贷占申请量10.3%，为2025年10月以来最高。Capital Economics预计，30年期固定房贷利率到2027年底平均为6.25%。
彭博AI 评分3838 S. Korea Inflation Stays Sticky, Backing BOK’s Tightening Bias
South Korea’s inflation remained firm in September, signaling persistent price pressures and supporting the case for the central bank to keep its tightening bias.
彭博AI 评分3535 Treasuries Rebound Raises Stakes for Job Data as Rate Hikes Loom
Bond traders are betting so heavily that more interest-rate hikes from the Federal Reserve are on the horizon that even the anticipated slowdown in job growth is unlikely to significantly alter the outlook.
Fast CompanyAI 评分4646 美国30年期固定房贷平均利率升至7.28%，创近三年新高
Freddie Mac称，美国30年期固定房贷平均利率本周升至7.28%，高于上周的7.03%，为连续第六周上涨，也是2023年11月22日以来最高水平。15年期固定房贷平均利率从上周的6.42%升至6.60%；以当前平均利率为400,000美元房贷融资，借款人每月成本约增加276美元。
MarketWatchAI 评分3232 Bond yields suddenly retreat from recent highs as buyers step back into the Treasury market
There’s a tug of war going on in the U.S. Treasury market right now
金融时报AI 评分3232 US mortgage rates jump the most in four years in blow to housing market
Homebuilders and prospective buyers continue to face challenging market conditions with midterms looming weeks away
彭博AI 评分2727 Economy 'Running Firm', Not Overheating: Roth
Stephanie Roth, chief economist at Wolfe Research, and Guneet Dhingra, head of US rates strategy at BNP Paribas join Emily Graffeo on "Bloomberg Real Yield." US Treasuries rebounded from the global bond selloff that raced through European markets on Thursday. Earlier in the day, US 10-year yield sur
彭博AI 评分4343 美债收益率反弹抹去新兴市场债券年内涨幅
新兴市场美元债年内表现转负，此前在市场动荡推高美债收益率至近二十年来最高水平时曾跑赢。NWI Management 联席首席投资官 Tara Hariharan 做客彭博节目《Bloomberg Real Yield》，与 Emily Graffeo 讨论相关市场表现。