US inflation again set to be a crucial factor for the midterms
Donald Trump was re-elected on the back of inflation anger, and his party is now in danger of losing control of the House and Senate for the same reason
#海外/地缘
外媒与科技媒体长文、研究号文章
金融时报AI 评分1010 彭博AI 评分2323 ECB Probably Needs to Embrace Mildly Hawkish Stance, Knot Says
A series of economic and geopolitical disruptions means the European Central Bank might need to embrace a policy stance that has a modest tilt toward monetary tightening, according to one of the frontrunners to succeed President Christine Lagarde.
彭博AI 评分2525 Bonds Pay the Price for India’s Rupee Defense as Rate Bets Build
India’s fight to stabilize the rupee is starting to exact a price in the bond market, as traders ramp up bets on faster interest-rate hikes.
金融时报AI 评分1515 What’s at stake in the Saudi-Houthi conflict?
The kingdom has much more to lose than Yemen’s insurgents
金融时报利空AI 评分2121 Zelenskyy on Trump's relationship with Putin | FT Interview
Ukrainian president Volodymyr Zelenskyy lambasted Washington’s eagerness to strike business deals with Moscow
金融时报AI 评分2020 Is the K-shaped economy really more of an E?
America remains a very unequal place, but on many metrics inequality is not increasing
金融时报利空重大AI 评分1919 Ukraine to resume strikes on Russian refineries, Zelenskyy says
Ukrainian president expresses anger in FT interview at ‘dangerous’ withdrawal of US intelligence sharing and weakening of Starlink satellite internet service
金融时报利空AI 评分3939 French debt worries spill into stocks, driving biggest underperformance since 2010
Investors demand big discounts against regional peers to reflect troubled public finances and looming presidential election
金融时报利好AI 评分3131 Oil majors face $32bn dilemma over Iran war windfall
Investors are keen to see how world’s largest crude companies plan to deploy extra cash generated by soaring energy prices
CNBCAI 评分2323 Elon Musk says Trump is 'ultimately' responsible for any curbs on Ukraine's Starshield systems
"Any limits on speed or usage are decided by the US military and ultimately POTUS," Musk wrote.
路透社利空AI 评分1616 IMF warns of slowing Asian growth, spillover from rising yields - Reuters
IMF warns of slowing Asian growth, spillover from rising yields Reuters
彭博利空AI 评分5050 IMF警告中国刺激措施力度不足，人民币实际价值被低估
国际货币基金组织（IMF）一名高级官员表示，中国经济疲软导致人民币实际价值被低估，提振需求的措施远未达到所需力度。
彭博利空AI 评分4141 IMF亚太区主管警告市场风险上升
IMF亚太区主任Krishna Srinivasan在接受彭博电视采访时表示，重叠的市场风险可能蔓延至亚洲经济体。
彭博利空AI 评分2525 Philippine Peso Declines Past 63 Per Dollar for First Time
The Philippine peso breached the key psychological level of 63 per dollar for the first time, intensifying pressure on the central bank to defend the currency.
彭博利空AI 评分2929 India’s Bond Market Shows Bets Building for More RBI Rate Hikes
The 10-year bond yield climbed to a more than three-year high of 7.41% on Wednesday.
彭博利好AI 评分5555 中国与朝鲜启用延迟十余年的跨境桥梁
中国与朝鲜周四启用一座跨境桥梁，该项目此前延迟了十余年。朝鲜在过去一个月内开放了两座连接主要贸易伙伴的桥梁，报道将新桥与贸易联系相连。
路透社AI 评分44 New White House press secretary Katie Zacharia's legal career draws scrutiny - Reuters
New White House press secretary Katie Zacharia's legal career draws scrutiny Reuters
路透社利空AI 评分1818 Oil prices fall as investors weigh supply outlook, Middle East tensions - Reuters
Oil prices fall as investors weigh supply outlook, Middle East tensions Reuters
金融时报AI 评分99 ‘We have to live with it’: Indonesia’s worst fires in years wreak havoc
El Niño weather pattern has exacerbated seasonal blazes and toxic haze has spread across the region
彭博AI 评分3939 ECB May Not Have to Do as Much If Markets Tighten, Dolenc Says
A tightening in financial conditions may limit the need for European Central Bank monetary policy action, according to Governing Council member Primoz Dolenc.
彭博利空AI 评分5151 日本央行审议委员小枝淳子提醒勿对加息过度谨慎
日本央行审议委员小枝淳子表示，不应对加息采取过于谨慎的立场。彭博称，这番表态暗示日本央行可能在未来数月再次加息。
彭博AI 评分2525 Brazil Election: Senate Approves Bill to Shorten Workweek in Boost to Lula
Brazil’s Senate approved legislation to shorten the workweek without reducing pay, handing President Luiz Inácio Lula da Silva a potential lifeline days ahead of an election he’s trailing.
彭博利空AI 评分3434 JPMorgan's Dimon Says Federal Debt May Lead to Bond Volatility, Higher Rates
JPMorgan Chase Chairman and CEO Jamie Dimon discusses the impact of the federal debt on the bond market during an event at the Economic Club of Chicago. (Source: Bloomberg)
路透社重大AI 评分2929 US floats unfreezing some Russian assets to restart Ukraine peace talks, FT reports - Reuters
US floats unfreezing some Russian assets to restart Ukraine peace talks, FT reports Reuters
彭博AI 评分3434 Bolivia Revamps Gold Export Rules in Bid to Attract Dollars
Bolivia aims to boost private gold exports while increasing dollar inflows to domestic banks in a reform backed by President Rodrigo Paz that ends a three-year-old system overseen by the central bank.
彭博利好AI 评分4242 全球股市抛售打压风险情绪，美债全线上涨
全球股市抛售带动避险资产需求，美国国债收益率曲线各期限债券全线上涨。
彭博利好AI 评分3636 Australia’s Higher Unemployment Sees Traders Pare Rate Bets
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.
彭博AI 评分5050 美国通胀升温后，日本财务大臣片山皋月重申必要时采取汇市行动
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。
路透社AI 评分3131 US considers easing sanctions on shadow fleet vessels to cut freight rates, official says - Reuters
US considers easing sanctions on shadow fleet vessels to cut freight rates, official says Reuters
金融时报AI 评分3333 US floats unfreezing some Russian assets to restart Ukraine peace talks
European officials balked at proposal made by Donald Trump’s negotiators during meeting in Miami
彭博利空AI 评分3030 Top Forecaster Says Fed May Hike Rates Half a Point in December
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.
彭博AI 评分2525 China’s Backdoor Bond-Buying Talk Swirls on $600 Billion Buildup
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.
路透社AI 评分88 Flavio Bolsonaro slightly leads Lula in Brazil runoff, Quaest poll shows - Reuters
Flavio Bolsonaro slightly leads Lula in Brazil runoff, Quaest poll shows Reuters
路透社利空AI 评分3030 North Korea says it tested submarine-launched cruise missiles, KCNA says - Reuters
North Korea says it tested submarine-launched cruise missiles, KCNA says Reuters
Ars Technica利空重大AI 评分2828 NATO may redeploy anti-drone defenses as attacks sink more Black Sea shipping
Suspected Russian drones have sunk or damaged 5 ships near Bulgaria and Romania.
Ars Technica利空AI 评分1818 Fridge hack costing millions and sparking fires stemmed from poor security
Incident hitting 700 supermarkets exploited outdated devices exposed to the Internet.
彭博利好AI 评分4343 彭博10月15日石油市场新闻与分析
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。
彭博利空AI 评分5353 美国CPI高于预期引发美股抛售，亚洲股市料下跌
美国CPI高于预期后，市场加大对美联储更激进加息的押注，科技股带动华尔街股市下跌。亚洲股市预计跟随走弱。
路透社利空AI 评分5353 美联储戴利称可能需要加息，但并不紧迫
美联储官员戴利称，可能需要加息，但并不紧迫。
金融时报AI 评分1515 FirstFT: Marine Le Pen gears up for EU fight
Also in today’s newsletter: China’s exports surge and Ukraine blindsided by Starlink restrictions