Trump approval at record low; Hispanic voters sour on Republicans, Reuters/Ipsos poll finds - Reuters
Trump approval at record low; Hispanic voters sour on Republicans, Reuters/Ipsos poll finds Reuters
#宏观/数据
外媒与科技媒体长文、研究号文章
路透社AI 评分2121 Fast Company利空AI 评分3434 National housing market inventory growth accelerates again—here’s the data by state
Want more housing market stories from Lance Lambert’s ResiClub in your inbox? Subscribe to the ResiClub newsletter. Nationally aggregated inventory is up +5.6% on a year-over-year basis between September 30, 2025 and September 30, 2026. That marks three straight months where the year-over-year growt
彭博利空重大AI 评分4343 美债下跌推动长期收益率升至24年新高
美债周一再度承压，长期限收益率升至数十年高位。随着债券延续数月跌势，长期收益率创24年来新高。
彭博AI 评分3636 Lane Urges Measured ECB Response to Second Wave of Energy Shock
A measured European Central Bank response is appropriate to control inflation as policymakers assess how a second wave of the energy shock affects the economy, according to Chief Economist Philip Lane.
路透社AI 评分3535 US services sector cools in September, price pressures building - reuters.com
US services sector cools in September, price pressures building reuters.com
财富AI 评分6363 美国页岩油高管对战略石油储备有效最低水平看法不一
达拉斯联储对油气高管的调查显示，受访者对美国战略石油储备的最低库存水平看法分散，31%认为为1亿至1.5亿桶，另有近三分之一认为储备已低于或接近油罐底部。美国战略石油储备最新库存约为2.84亿桶，为1982年以来最低；文章还列出美国能源部至少保留7000万桶的口径，以及业界对更高实际运行下限的估算。
彭博利空重大AI 评分1010 France Debt Crisis Weighs on Global Risk Appetite
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)
财富AI 评分4141 72%的雇主愿为具备AI技能的求职者支付更高薪酬
Robert Half数据显示，72%的管理者计划提高具备相关AI技能的新员工薪酬，42%认为AI知识带来的溢价高于其他技术技能。美国AI职位招聘信息数量自2023年以来翻倍，平均年薪约17.7万美元，高于非AI岗位的约8万美元。2027年，雇主还计划提高数据科学家等专业岗位的薪酬。
彭博AI 评分3939 Citadel Securities Says Economic Strength Drives Higher Yields
The Treasury selloff that sent yields to multi-decade highs reflects stronger US growth and competition for capital rather than rising inflation concerns, according to Citadel Securities.
彭博AI 评分2020 IMF to Use Some Venezuelan Official Data in Its Economic Outlook
The International Monetary Fund is set to use some Venezuelan data in its economic estimates for the first time in years, as the Washington-based lender ramps up engagement with the country.
彭博利空AI 评分77 The Existential Imperative to Borrow
More yield-insensitive issuance.
CNBC利空AI 评分1212 These are the cheapest and most expensive U.S. flights this November
Holiday airplane tickets are up more than 23% this year, according to Hopper.
彭博AI 评分4949 BMO Global Asset Management的Earl Davis认为30年期美债收益率将不可避免地升至6%
BMO Global Asset Management的Earl Davis称，30年期美债收益率升至6%“不可避免”，且可能在10月内发生。他表示，债券市场波动正形成推动利率走高的循环。
彭博利空AI 评分3333 French Banks’ Credit Risk Has Surged Above Major European Peers
The cost of insuring French banks’ bonds against default has jumped above that of other European lenders as concerns about France’s fiscal and political situation spill over into credit markets.
彭博AI 评分4545 美国服务业9月增速放缓，价格指标升至四年高位
美国服务业9月扩张速度放缓，成本压力升至四年多来最大。
彭博AI 评分1616 Uganda Shilling Weakens to Record Low as Dollar Demand Persists
Uganda’s shilling weakened to its lowest level on record against the dollar as demand for the greenback from offshore investors and importers put renewed pressure on the local currency.
彭博AI 评分2020 South Africa Gasoline Prices Hit Record High After Oil Shock
South Africans will pay a record price for gasoline as the latest oil shocks caused by the Iran war catch up with the monthly adjustments made by the government at the pump.
MarketWatchAI 评分1515 Go ahead and get that poetry degree. Republican law won’t prevent people with humanities majors from getting student loans.
The vast majority of bachelor’s and graduate degree programs pass new rules meant to hold colleges accountable
彭博AI 评分6262 科威特石油产量恢复至伊朗战争前约75%，国有石油公司CEO称
科威特国有石油公司CEO称，该国石油产量约为伊朗战争开始前水平的75%。报道提到，更多油轮开始冒险通过霍尔木兹海峡。
彭博AI 评分4040 俄罗斯炼油商获多年最高补贴以保障国内燃料供应
俄罗斯政府上月向石油公司支付了四年多来最高的一笔补贴，以促使其向国内市场供应道路燃料；当时乌克兰无人机袭击俄罗斯炼油厂。
彭博AI 评分3939 BMO's Davis Says 30-Year Treasury Yields Will Hit 6%
Earl Davis, BMO Global Asset Management fixed income and money markets head, says it's inevitable that 30-year treasury bond yields will cross 6%. He says it could happen this month and explains the call on "Bloomberg Surveillance." (Source: Bloomberg)
路透社AI 评分2727 Russia's oil earnings fall despite price jump as output drops, rouble rises - reuters.com
Russia's oil earnings fall despite price jump as output drops, rouble rises reuters.com
卫报AI 评分3434 Average five-year fixed mortgage rate hits 6% for first time in three years
Banks and building societies raise prices as turmoil in bond markets increases expectations of base rate riseThe average cost of a five-year fixed-rate mortgage has hit the 6% barrier for the first time in three years, as jitters in the money markets make the loans more expensive for lenders to offe
财富AI 评分4343 2026年10月5日当前油价：布伦特原油报每桶105.81美元，较前一日上涨2.36%
10月5日美国东部时间上午7时，作为基准的布伦特原油报每桶105.81美元，较前一日上涨2.36%。过去一个月油价上涨8.11%，过去一年上涨61.36%；原油价格是汽油价格的重要组成部分，油价上涨通常会推高汽油价格。
彭博AI 评分2626 ECB Should Stop Bond Roll-Off Amid Turmoil, Bini Writes in FT
The European Central Bank should halt quantitative tightening to remove a source of financial-market uncertainty, former Executive Board member Lorenzo Bini Smaghi said.
彭博AI 评分3333 What’s Driving the Global Bond Selloff? Your Questions Answered
Yields are climbing almost daily all around the world as the bond selloff continues. What’s driving this selloff and how much higher can yields go? Bloomberg’s Ruth Carson answers some of your questions. (Source: Bloomberg)
彭博AI 评分2222 Japan’s GPIF Didn’t Discuss Allocation At Sept Meeting: Sources
Japan’s Government Pension Investment Fund did not discuss its portfolio allocation at a board meeting held in September, according to sources familiar with the matter. The news may damp recent speculation about a portfolio review.
彭博AI 评分5050 天气风险推动原糖期货涨至2024年以来最高水平
原糖期货延续涨势，升至2024年以来最高水平。主要产糖国的天气和产量担忧加剧，市场对全球供应趋紧的忧虑上升。
路透社利好AI 评分1818 German and US scientists win Nobel medicine prize for work on optogenetics - Reuters
German and US scientists win Nobel medicine prize for work on optogenetics Reuters
MarketWatchAI 评分3636 The bond selloff is opening up rare opportunities for investors. Here is where to look, says major bank.
The chief investment office at Standard Chartered said bond and money markets have been overly hawkish on the Federal Reserve.
MarketWatchAI 评分1414 Bitcoin’s big bounce has graduated to a longer-term uptrend. Is it too late to buy?
A bullish “golden cross” technical pattern has appeared for the first time in more than three years. The last one worked out pretty well.
彭博AI 评分1010 Britain’s $160 Billion Super-Rich Exodus, Bolsonaro Leads Brazil Vote
"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops. Today's guests: Polina Kurdyavko, R
彭博AI 评分1313 Why Uber-Rich Worth $160 Billion are Leaving Britain
The exodus of the uber-rich from the UK has become a $160 billion problem. Bloomberg calculates that figure using data from the Bloomberg Billionaires Index, revealing the scale of wealth behind those leaving Britain. It represents the total wealth of individuals tracked by the index who have loosen
路透社AI 评分44 Death toll from Thailand floods rises to 31, interior ministry says - Reuters
Death toll from Thailand floods rises to 31, interior ministry says Reuters
金融时报AI 评分66 How the booming US healthcare economy is penalising patients
A collision of demographic, economic and financial forces has caused a crisis in the sector
金融时报AI 评分2020 Bond turbulence means it’s time for the ECB to put QT on hold
Prudence suggests a halt by the central bank until more stable conditions are restored
路透社AI 评分1717 Ukraine scrambles for money to fight war as Russian strikes batter economy - reuters.com
Ukraine scrambles for money to fight war as Russian strikes batter economy reuters.com
彭博利好AI 评分2222 UK Job Slump Longer Than During Financial Crisis, PMI Says
Britain’s jobs market is stuck in its longest downturn since the early 2000s, according to a closely-watched survey, surpassing the decline during the financial crisis.
彭博利空AI 评分4444 马来西亚棕榈油产量激增，库存或升至历史新高
马来西亚棕榈油库存上月可能升至历史新高，为全球使用最广泛的植物油增加供应缓冲。日益加剧的厄尔尼诺现象可能扰乱来年棕榈油生产。
彭博利好AI 评分1616 Greek Fiscal Plan Sees Budget Surplus Exceeding Target in 2026
Greece’s budget surplus this year will be higher than previously expected, while the country’s economy will grow at a 2% rate in 2026 before accelerating to 2.3% next year.