The COLA wars are coming for Social Security
The annual cost-of-living adjustment may soon be capped, curtailed, means-tested or scrapped altogether under various proposals being actively considered
#海外/地缘
外媒与科技媒体长文、研究号文章
MarketWatch利空AI 评分1515 路透社AI 评分1414 US judge won't block Trump order targeting DEI by federal contractors - Reuters
US judge won't block Trump order targeting DEI by federal contractors Reuters
路透社AI 评分1313 Federal judge blocks planned US farm agency reorganization - Reuters
Federal judge blocks planned US farm agency reorganization Reuters
金融时报AI 评分1717 Badenoch sounds ‘alarm’ on potential Budget tax raid on banks
Conservative leader’s intervention comes as investors warn of a potential hit to UK competitiveness
Axios利空AI 评分4242 乌克兰星链服务受限，引发对马斯克和特朗普报复行为的怀疑
SpaceX旗下星链在乌克兰的服务受限，乌方怀疑马斯克或特朗普政府借此施压，要求乌克兰不要攻击俄罗斯炼油厂。限制一度导致无人机超过160 km/h时断网，部分情况下超过80 km/h也会断开；乌克兰国防部称服务已改善，但160 km/h仍不足以拦截部分俄罗斯喷气式无人机。
彭博利好重大AI 评分5555 中东与俄罗斯敌对行动威胁供应流量，布伦特原油涨至106美元上方
周三，俄罗斯至中东地区敌对行动加剧，供应流量面临威胁，布伦特原油交易价格升至106美元上方。伊朗支持的胡塞武装在沙特多地发动导弹和无人机袭击，造成沙特阿美总部受损；伊朗对霍尔木兹海峡油轮的袭击也在升级，威胁海湾供应反弹。
路透社利空AI 评分1717 As Ukraine struggles with Starlink and US satellite data, Europe has no quick fix - Reuters
As Ukraine struggles with Starlink and US satellite data, Europe has no quick fix Reuters
MarketWatchAI 评分4343 美联储下次会议是否加息仍存分歧，市场加息概率上升
市场参与者和经济学家对美联储是否会在两周后再次加息25个基点意见不一。
路透社AI 评分1919 Red hot CPI report fuels AI rout - Reuters
Red hot CPI report fuels AI rout Reuters
卫报AI 评分3434 Israel blocks construction of key Gaza base created by Trump peace board
Exclusive: Israel has not permitted US-led project to house 150 international troops to move forwardIsrael is refusing to allow a key military outpost project for Donald Trump’s Board of Peace to proceed in Gaza, the Guardian has learned.In early August, the Board of Peace, the international organiz
The AtlanticAI 评分3232 How Trump Is Selling Out Ukraine
The Ukrainian journalist Illia Ponomarenko on his new book, The Land of Tears and Hope, a history of his country
彭博利空AI 评分5050 美联储褐皮书显示部分地区价格压力加剧
美联储褐皮书显示，近期12个联邦储备区中有一半的价格压力强劲或正在加剧。调查称，能源价格上涨已传导至地方经济。
彭博利空AI 评分3232 Bitcoin Slides as Wall Street Risk Pullback Tests Bullish Turn
Bitcoin fell as much as 2.3% toward the lower end of its recent trading range, caught in a broader retreat from risk assets even as crypto analysts have turned sharply more bullish on the token.
彭博AI 评分1414 Economy Overshadows GOP Border Success, Says Samara Klar
Samara Klar, professor at the University of Arizona School of Government and Public Policy, said that high prices are dragging Republican messaging in Arizona ahead of President Trump's visit to campaign in the state. Klar also spoke about the how the issue of immigration enforcement and border secu
彭博利空重大AI 评分4545 霍尔木兹海峡一艘货船遭袭起火后沉没
一艘货船在遭袭起火、船员撤离后，于霍尔木兹海峡沉没。新加坡海事及港务管理局表示了这一情况。
彭博AI 评分1414 Time to Worry About Tomorrow’s Trade War
Where Europe stands after trade talks with China.
CNBCAI 评分1010 Lisa Cook lawyer doubts Trump committee's fairness as president calls her 'automatic no vote'
White House spokesman Matthew Middleton said in response to Cook's lawyer that Trump "is performing his constitutional duty."
路透社AI 评分2121 Germany's AfD and leftist BSW call for end to help for Ukraine - Reuters
Germany's AfD and leftist BSW call for end to help for Ukraine Reuters
财富利空AI 评分6262 财富：乌方称SpaceX限制乌军无人机星链终端速度，特朗普称乌克兰应更换总统
乌克兰官员称，SpaceX突然限制装载在乌军无人机上的星链终端速度，扰乱无人机行动，并使飞行速度较慢的攻击无人机更容易遭俄方防空系统拦截。泽连斯基称，乌方未收到合作伙伴对周二晚间首轮俄军弹道导弹袭击的常规预警；特朗普则称美国没有停止与乌克兰分享情报。报道称，俄军夜间袭击能源设施，乌方称基辅三座热电厂均遭袭，至少60万人断电；相关说法及战场进展部分无法独立核实。
财富利空AI 评分2020 ‘This is really a waste of time’: Bali drivers queue for hours for fuel as Indonesia blames a tanker delay, bad weather and panic-buying
On the tourism-dependent island, motorcycles and cars waited outside stations and spilled onto nearby roads as motorists scrambled for fuel.
MarketWatch利空AI 评分1313 Will mortgage rates stay above 7% in 2027?
Two new forecasts spell bad news for home buyers and sellers
彭博AI 评分1515 Hot Inflation Print Pushes Wall Street to Raise Rate Hike Bets
Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day than "Bloomberg Surveillance." (Source: Bloomberg)
彭博利空AI 评分3232 Chile’s Sudden Pension Fund Losses Draw Fire From Lawmakers
Chilean lawmakers are seeking explanations from regulators over how privately managed pension funds were allowed to build up massive bets on US interest rates that are now triggering heavy losses.
彭博利空AI 评分4040 通胀再度升温，鲍威尔将在曼谷作最终表态
9月通胀数据高于预期，令市场开始预期美联储本月可能加息。此前几周，政策制定者释放出仍有时间等待的信号，使加息前景一度看似不大可能。
路透社AI 评分1313 US cuts Obamacare subsidies for 189,000 with duplicate coverage - Reuters
US cuts Obamacare subsidies for 189,000 with duplicate coverage Reuters
路透社AI 评分2020 Ukraine's Zelenskiy says it is 'painful' when Trump chooses a different side - Reuters
Ukraine's Zelenskiy says it is 'painful' when Trump chooses a different side Reuters
卫报AI 评分2121 Judge blocks US sanctions on rights groups helping ICC Gaza war crimes inquiry
Blow for Trump administration as Dawn and Taag hail ‘important step in unraveling the ICC sanctions regime’A US federal judge has temporarily blocked the Trump administration from placing sanctions on two US-based human rights groups for working to help the international criminal court’s (ICC) inves
金融时报AI 评分1010 Healey’s Budget is a moment he must not miss
Avoiding bold choices this time would just mean postponing political and economic pain
卫报利空AI 评分1515 The UK energy secretary is flirting with a bad idea for bills – the ‘rising block tariff’
There are many reasons to ignore this affordability ‘solution’, not least it being complex and fiddly. Just keep things simple“My mark of failure or success is whether I can get bills down or not. That’s the only thing I’m in this job to do.” So said Miatta Fahnbulleh, the energy secretary, recently
财富利空AI 评分4343 IMF称经济增长难以快速消化全球债务，呼吁各国收紧财政、降低赤字
IMF总裁克里斯塔利娜·格奥尔基耶娃表示，美国及其他国家需要收紧财政、降低赤字，应对不断攀升的全球债务；经济增长无法足够快地带来必要调整。美国国债已超过40万亿美元，低收入国家承受着更高利息负担，发展中国家中位数利息支出是发达国家的三倍。
MarketWatchAI 评分3838 Rising diesel prices have helped fuel inflation — and we’re about to see how much worse it could get
Consumer inflation just came in hot. Thursday will provide more clues on the impact of record diesel prices ahead of the midterm elections.
MarketWatch利空AI 评分2121 Rising bond yields and higher inflation leave the Fed trapped in a rate-hike dilemma
There isn’t any way to spin Wednesday’s hot consumer-price index report as good, especially when looking at the bond market’s reaction.
彭博利空AI 评分4646 CPI数据推动市场押注美联储加息，股票与债券下跌
通胀自4月以来最快上升，推动市场加大对美联储继续加息的押注，股票和债券同步下跌。高企的能源成本也构成背景。Graham Capital Management董事长兼创始人Kenneth Tropin谈及该公司的量化与主观投资策略。
彭博利空AI 评分3131 US Mortgage Rates Reach 7.5%; Home-Buying Slump Hits Sixth Week
US mortgage rates continue to rise, pushing down home purchasing activity for a sixth straight week. The MBA’s purchase index dropped 4%, marking the sixth straight weekly decline — the longest such stretch since July-August 2023. Bloomberg's Jeff Langbaum joins to discuss. (Source: Bloomberg)
彭博AI 评分1313 A elite empresarial busca aproximação com Flávio Bolsonaro
A repórter Rachel Gamarski conta sobre como a elite empresarial busca aproximação com Flávio Bolsonaro. Com produção de Gisele Fernandes e edição de Patricia Xavier (Source: Bloomberg)
路透社利好AI 评分1414 US retirees to receive 3.6% Social Security increase in 2027 - Reuters
US retirees to receive 3.6% Social Security increase in 2027 Reuters
路透社利好AI 评分1414 US lifts sanctions on head of Venezuela legislature - Reuters
US lifts sanctions on head of Venezuela legislature Reuters
卫报AI 评分2020 Trump administration promises social security recipients 3.6% increase in 2027
‘Seniors have spent years watching their expenses outpacing their benefits’ advocate saysSocial security recipients will see a 3.6% cost-of-living adjustment (Cola) in 2027, increasing retirement benefits by an average of $75 per month as millions of Americans continue to grapple with rising prices.
The Atlantic利空AI 评分5555 利雅得机场遭胡塞武装袭击后，沙特面临军事反攻与和谈选择
胡塞武装周六袭击利雅得机场两处航站楼，造成13人死亡、数百人受伤；文章称，协调发射无人机、巡航导弹和弹道导弹的袭击显示，胡塞武装可能绕过沙特所剩不多的拦截导弹。沙特面临军事反攻或与胡塞武装达成和解的选择，但其地面作战力量不足，叙利亚、埃及、巴基斯坦和土耳其也不愿参与收复也门北部的战争。文章还称，胡塞武装上月控制了曼德海峡周边地区，并提出沙特停止支持也门南部政府、解除制裁和支付赔偿等要求。
Fast CompanyAI 评分3131 Building an AI data center costs billions. Defending it is another story
Over four days last week, Ukrainian drones struck three data centers operated by Yandex, Russia’s largest technology company. Facilities went offline, disrupting services used by banks, retailers, and ordinary Russians. One of the sites, in Sasovo, housed tens of thousands of servers and two of the