外媒与科技媒体长文、研究号文章
Neha Khoda, head of US credit strategy at BofA Securities, and Stephanie Doyle, fixed income portfolio manager at JPMorgan Investment Management, join Scarlet Fu on "Bloomberg Real Yield." (Source: Bloomberg)
Columbia Threadneedle Investments全球固定收益主管Gene Tannuzzo和Société Générale Americas研究主管Subadra Rajappa参加彭博节目“Bloomberg Real Yield”。人工智能股票抛售加剧之际，美债领涨全球债券反弹，市场对经济增长放缓避险资产的需求上升。
Bloomberg's Prashant Gopal joins Scarlet Fu on "Bloomberg Real Yield." US mortgage rates were unchanged in the past week, offering little relief to a housing market battered by the return of 7% borrowing costs. (Source: Bloomberg)
阿根廷因借款成本飙升，暂缓在本地市场出售美元债，增加了其筹措资金以应对明年数十亿美元债务偿付的难度。
Las administradoras de pensiones ganaron durante años con derivados de tasas. Pero el giro de los bonos de EE.UU. convirtió esas posiciones en fuertes pérdidas.
美国9月PPI环比上涨1.3%，高于分析师预期的0.6%；同期零售销售增长0.8%，高于预期的0.4%，8月数据上修。上周首次申领失业救济人数为199,000，接近历史低位；文章称本周公布的PPI和CPI数据显示通胀压力扩展至能源以外行业，并讨论美联储官员近期释放的利率信号。
推荐理由：美国9月PPI、零售销售和初请失业金数据同时走强，文章将通胀扩散与美联储官员近期释放的利率立场并置。
It was a desperate appeal to regulators: Step in, they were urged, and put a stop to this reckless behavior. It came as Chilean pension funds were making outsized bets on US interest rates, more than a year before a painful blowup left them billions of dollars in the red.
Signs of distressed deepened in CoreWeave on Thursday.
Explainer: Why are credit default swaps unnerving AI investors? Reuters
A series of ostensibly market-friendly electoral victories across the region has boosted local currency bonds
The continued selloff in the AI trade is forcing investors to ditch highflying tech for relative safety of government bonds, even as hot inflation threatens to make that trade complicated.
European Central Bank policymakers are getting impatient with Christine Lagarde’s refusal to offer clarity on her future, people familiar with the matter said.
'We see real risks the Fed will deliver another rate hike in two weeks' time,' one Fedwatcher warns
State and local debt prices rallied across the curve on Thursday, with 10-year municipal bonds surging the most since last April, in line with a similar move in the US Treasury market.
投资者抛售数据中心债券，AI 基础设施提供商和 neocloud 公司的债务已跌向压力区间。
The exchange comes as U.S. debt exceeds $40 trillion and 10-year Treasury yields remain above 5%, intensifying scrutiny of the fiscal outlook.
科技股大跌之际，投资者转向美债避险，美债收益率随之下滑。
European bond trading platform MTS SpA is an important strategic asset for Italy, Cassa Depositi e Prestiti SpA Chief Executive Officer Dario Scannapieco said.
《财富》报道，华尔街对美国经济韧性的担忧上升，小企业销售反馈转弱、医疗行业以外就业增长近乎为零，9月CPI升至3.7%。文章还提到，市场定价显示美联储10月再次加息的概率为50%；科技股下跌期间，韩国KOSPI一度触发停牌，10年期美债收益率在5.32%见顶后回落至5.08%。
Global stocks are falling as an AI rout drives investors toward the safety of bonds
The shock from turmoil in French debt has yet to show up in the country’s market for short-term funding, signaling a broad credit crisis is off the cards for now.
CNBC分析认为，美债收益率超过5%正在推高家庭和联邦政府的借款成本，使融资2万亿美元财政赤字面临挑战。
Chancellor of the Exchequer John Healey discusses the International Monetary Fund's comments that the UK is the “country that basically stands out” for plotting a path to bring down borrowing. Speaking to Bloomberg's Lisa Abramowicz in Bangkok, Healey also discusses the importance of banks to the Br
美国通胀高于预期，令收益率曲线前端承压。美联储负责人 Kevin Warsh 将在曼谷一场会议上发言。
The European Central Bank can afford to take some time in analyzing inflation dynamics that are shaped by opposing forces in the global economy, Governing Council member Martins Kazaks said.
Sovereign funds to turn to non-dollar bonds amid AI-driven liquidity crunch, Citi banker says Reuters
Is the AI rout making bonds safe again? Reuters
As Korea mulls restrictions that would limit certain foreign banks from arranging overseas bond sales, informal guidance has already played a role in delaying at least one such deal, people familiar with the matter said.
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.
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.
The 10-year bond yield climbed to a more than three-year high of 7.41% on Wednesday.
A tightening in financial conditions may limit the need for European Central Bank monetary policy action, according to Governing Council member Primoz Dolenc.
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。
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。
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.
Bond trading weakens for US banks as interest rate volatility affects investors Reuters
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.
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.
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。
CoreWeave六个月前发行的债券周三早些时候一度跌至面值的81美分，收益率超过15%。