World economic growth to slow to 2.6% in 2026, UN trade body says - Reuters
World economic growth to slow to 2.6% in 2026, UN trade body says Reuters
#宏观/数据
外媒与科技媒体长文、研究号文章
路透社利空AI 评分3737 彭博AI 评分2121 Germany Wants to Keep Schnabel’s Markets Portfolio at ECB
Germany wants its candidate for Isabel Schnabel’s vacancy at the European Central Bank to keep her financial-markets portfolio, according to people familiar with the matter.
彭博AI 评分1717 Wall Street Sees an Ominous Sign in Bond Market’s Latest Selloff
It’s one of the least understood signals in the fixed-income world, but lately, everyone on Wall Street is abuzz about what it means as it reasserts itself in the market.
彭博利空AI 评分3535 Dollar’s Longest Winning Streak Since Early 2025 Keeps Going
The dollar rally is forging ahead as soaring oil prices weigh on currencies of energy importing nations and global inflation fears persist.
彭博AI 评分1818 London’s Newest Rates Market Specialists Are Real Estate Agents
At a local real estate agency on London’s southeastern edge, manager Steve Brown has added a new, and rather unlikely, topic to the usual chatter with clients about house prices and commute times: swap rates.
路透社AI 评分1717 Nearly 30 years after IMF rescue, Thailand faces new economic test - Reuters
Nearly 30 years after IMF rescue, Thailand faces new economic test Reuters
路透社利空重大AI 评分2222 Three Saudi nationals killed in attacks on Riyadh airport, aviation authority says - Reuters
Three Saudi nationals killed in attacks on Riyadh airport, aviation authority says Reuters
路透社AI 评分3838 India withdraws bank tax benefit on gold, silver, platinum imports - Reuters
India withdraws bank tax benefit on gold, silver, platinum imports Reuters
路透社AI 评分1717 Malaysia plans $112.5 billion budget for 2027 ahead of possible election - Reuters
Malaysia plans $112.5 billion budget for 2027 ahead of possible election Reuters
IT之家AI 评分5757 2026年国庆假期国内出游8.26亿人次，总花费7383.75亿元
文化和旅游部数据中心测算，2026年国庆假期7天，全国国内出游8.26亿人次、总花费7383.75亿元，按可比口径日均同比分别增长6.3%、4.3%。同期，全国接待入境游客298.3万人次，按可比口径日均同比2024年、2025年分别增长19.0%、6.5%；国家级夜间文化和旅游消费集聚区夜间客流量1.07亿人次，同比增长5.6%。
Business StandardAI 评分2626 CEA calls for flexible special mention accounts norms for MSME loans
Chief Economic Adviser V Anantha Nageswaran said a uniform 90-day overdue timeline does not suit all MSMEs, as businesses across sectors have different cash flow cycles
金融时报利空AI 评分4646 金融稳定理事会警告：多数国家未做好应对银行倒闭的准备
金融稳定理事会警告，多数国家尚未做好应对银行倒闭的准备。该机构称，只有美国、英国、日本和香港拥有可信的公共部门支持机制，可在问题银行出售或有序退出前维持其运营。
路透社利空AI 评分4343 Pimco的Ivascyn向《金融时报》表示，美国10年期国债收益率面临升至6%的风险，或为2000年以来首次
Pimco的Ivascyn向《金融时报》表示，美国10年期国债收益率面临升至6%的风险。若达到这一水平，将是2000年以来首次。
彭博AI 评分2121 UK to Launch US-Style Monthly Inflation Gauge Early Next Year
Britain plans to publish American-style monthly inflation figures for the first time, providing economists and investors a better grasp of recent movements in prices.
彭博利空AI 评分2929 Indonesia Cuts Travel Spending as Energy Costs Pressure Budget
Indonesia is tightening government spending toward year-end, ordering ministries and agencies to cut unspent travel allocations by 30% as higher oil prices and costly flagship programs put pressure on the budget.
彭博利好AI 评分5555 人民币兑贸易伙伴货币篮子升至四年高位，中国人民银行回应低估说法
人民币兑贸易伙伴货币篮子升至四年高位，中国人民银行驳斥人民币被低估的说法，并为其汇率管理政策辩护。
彭博AI 评分5858 澳大利亚拟公布要求液化天然气生产商最多预留五分之一产量供本地买家的最终方案
澳大利亚拟公布一项争议计划的最终版本，要求液化天然气生产商最多将五分之一产量预留给本地买家。
彭博利空AI 评分3333 Iron Ore Extends Weekly Drop as Excess Supply, Weak Demand Weigh
Iron ore was headed for a third straight weekly loss as ample supplies and a subdued demand outlook weighed on prices, even after Chinese trading resumed Thursday following a week-long holiday.
金融时报利空AI 评分1515 Why bank stocks are falling despite surging interest rates
If funding costs rise, the expanding profit margins banks have enjoyed may start to reverse
金融时报利空AI 评分4040 Pimco称美国10年期国债收益率或升至6%，为2000年以来首次
Pimco投资主管警告称，市场参与者被迫平仓亏损押注之际，借贷成本进一步大幅上升“是可行的”，美国10年期国债收益率面临升至6%的风险。若达到该水平，将是2000年以来首次。
路透社利好AI 评分1919 Gold rises on softer dollar, easing yields; Fed outlook in focus - Reuters
Gold rises on softer dollar, easing yields; Fed outlook in focus Reuters
Business Standard利空AI 评分1414 State-owned banks raise repo-linked lending rates by 25 bps after RBI move
Several banks, including BoB, PNB and Indian Bank, raise repo-linked lending rates by 25 bps after the RBI's policy rate increase, making loans costlier for borrowers
彭博利好AI 评分3939 Copper Set for Weekly Gain on China’s Return and Supply Concerns
Copper headed for a weekly gain, as signs of Chinese demand and possible supply disruption at a Chilean mine boosted the metal.
钛媒体AI 评分5151 超级厄尔尼诺会让日常消费品涨价吗？硅谷101对话大宗商品期货交易员
硅谷101与大宗商品期货交易员张思齐讨论超级厄尔尼诺对农产品供给、期货价格和日常消费品的可能影响。张思齐表示，天气变化需结合产区、作物生长期、库存、出口集中度和物流等因素判断，不能据此推定商品都会涨价。摩根大通经济学家预计，全球食品通胀将在2027年上半年升至5%，高于今年同期的2.8%；原料价格向零售端传导的幅度与节奏会受加工、库存、渠道等环节影响。
钛媒体AI 评分1515 【钛晨报】中国人民银行发布人民币汇率的政策立场；尊界回应制动踏板支架底座断裂问题；苹果给开发者下硬规定：明年4月所有App必须适配折叠屏
Manus完成超5亿美元新一轮融资；一汽、广汽声明：一汽丰田仍将作为独立运营主体存续；谷歌云推出Gemini智能代理，可自主执行企业多步骤任务；贝索斯首次明确表态：蓝色起源或将数年内IPO；新就业形态劳动者权益保障办法公开征求意见；特朗普据悉买入了最高2500万美元的Meta股票；世贸组织上调2026年全球货物贸易增长预期；安妮·卡森获得2026年诺贝尔文学奖
彭博利空AI 评分2020 Japan’s Household Spending Falls Again Despite Wage Gains
Japan’s household spending fell for a ninth month even as wages continued to climb, showing consumers remain cautious as persistent inflation squeezes purchasing power.
彭博利好AI 评分4242 全球银行因日本债券发行激增而扩充债务融资团队
全球金融机构正在扩充日本债务资本市场团队，通过招聘银行家和调派员工，争取把握由并购和人工智能资本推动的融资热潮。
金融时报AI 评分1111 Is France too blasé about borrowing costs?
Rising bond yields raise concerns about wider contagion
彭博利空AI 评分3030 Uruguay Raises Interest Rates to Counter Above-Target Inflation
Uruguay’s central bank raised its benchmark interest rate by a quarter-point to 6% to keep consumer price expectations anchored after two months of above target inflation.
彭博AI 评分3131 The Evolving Ways Investors Trade and Access Credit
Credit markets are being reshaped by the growing use of ETFs, credit futures, total return swaps and portfolio trading, expanding the ways investors access liquidity and manage exposure. Jane Street’s Phil Cichlar, Vanguard’s Jacob Riley and CME Group’s Ted Carey spoke with Bloomberg’s Umesh Gajria
路透社利空AI 评分1212 The skilled foreign tech workers' green card program under attack from Trump - Reuters
The skilled foreign tech workers' green card program under attack from Trump Reuters
MarketWatchAI 评分1818 Florida is voting on whether to slash property taxes. Here’s who it would benefit — and hurt.
Amendment 3’s passage could add momentum to other states’ efforts to slash property taxes
彭博利空AI 评分4747 圣路易斯联储主席穆萨莱姆谈利率为何未来可能需要再次上调
圣路易斯联储主席阿尔贝托·穆萨莱姆警告通胀可能更广泛地卷土重来，并表示未来六至九个月利率可能需要上调。美国经济仍保持强劲；穆萨莱姆在纽约接受彭博记者迈克尔·麦基采访。
CNBC利好AI 评分3636 Treasury yields are 'really, really high,' but can come down soon, Bessent's new adviser says
The comments from David Zervos come after the 10-year and 30-year yields marched to 24-year highs in recent days.
路透社利空AI 评分2525 US 30-year fixed-rate mortgage rate hits 7.40%, likely to further erode housing demand - Reuters
US 30-year fixed-rate mortgage rate hits 7.40%, likely to further erode housing demand Reuters
Fast Company利空AI 评分4949 美国30年期房贷利率升至近三年来最高水平
Freddie Mac表示，美国30年期固定房贷平均利率连续第七周上涨，本周升至7.40%，高于上周的7.28%，为2023年11月16日以来最高。15年期固定房贷平均利率也从6.60%升至6.73%；30年期利率较2月下旬低点上涨1.42个百分点，以当前平均利率贷款40万美元，每月成本约增加376美元。
MarketWatchAI 评分2222 The options market is reminding investors there’s a cure for rising bond yields — higher yields
The MOVE Index — the Treasury market’s “fear gauge” — has reached heights that in the past suggested yields may have peaked, at least for now.
彭博AI 评分2020 EU Pushes for Fiscal Prudence as Italy and Greece Seek Leeway
European Commission finance chief Valdis Dombrovskis urged euro-area member states to observe budgetary restraint, pushing back against a proposal from Italy and Greece to introduce additional leeway.
彭博AI 评分5454 圣路易斯联储主席Musalem称未来六至九个月利率应上调
圣路易斯联储主席Alberto Musalem表示，未来六至九个月利率应上调，以帮助通胀回到美联储 2% 的目标。他在纽约举行的 Future of Fixed Income conference 上接受彭博记者 Michael McKee 采访。
彭博利空AI 评分4949 圣路易斯联储主席穆萨莱姆称未来六至九个月利率应上升
圣路易斯联储主席阿尔贝托·穆萨莱姆表示，未来六至九个月利率需要上升，以及时降低通胀。对于美联储10月会议，他没有明确支持加息，并称自己每次参会都不会预先判断结果。