Expected Split Congress A Positive for Bonds: Khurana
Brij Khurana, senior managing director and fixed income portfolio manager at Wellington joins Scarlet Fu on "Bloomberg Real Yield." (Source: Bloomberg)
#海外/地缘
外媒与科技媒体长文、研究号文章
彭博利好AI 评分2121 路透社AI 评分2121 EXCLUSIVE: Trump AI task force leaders to meet on Thursday, vice chair says - Reuters
EXCLUSIVE: Trump AI task force leaders to meet on Thursday, vice chair says Reuters
路透社利空AI 评分1010 Hurricane Isaias strengthens as US Gulf Coast prepares for landfall - Reuters
Hurricane Isaias strengthens as US Gulf Coast prepares for landfall Reuters
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
路透社利空AI 评分1212 South African anti-migrant protests turn violent, government blames disinformation - Reuters
South African anti-migrant protests turn violent, government blames disinformation Reuters
路透社利空AI 评分2626 Drones target Eritrean troops inside Ethiopia, conflict monitor says - Reuters
Drones target Eritrean troops inside Ethiopia, conflict monitor says Reuters
金融时报AI 评分2121 US adds torture charges to case against former Venezuelan president
New York federal prosecutors allege Nicolás Maduro and his wife Cilia Flores conspired to commit torture of American citizens
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。
Business StandardAI 评分3535 'Wait till you discover other guy': Rahul responds to Musk's 'Ambani' post
Musk questions whether Mukesh Ambani is the "real boss of India"; government says security clearances are pending for all three satcom licensees
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AI 评分3232 Private Credit Firms See Rare Growth Shortcut With BDCs for Sale
Private credit managers increasingly looking to offload battered funds are drawing interest from rivals eyeing cheap deals in one of the most turbulent periods for the $1.8 trillion market.
彭博利好AI 评分5050 飓风伊萨亚斯预测路径涉及近50万桶/日炼油产能
近50万桶/日的炼油产能位于飓风伊萨亚斯的预测路径上，可能面临产出受影响的风险。彭博称，美国燃料市场供应余量有限。
CNBCAI 评分1515 Little relief expected for gas prices ahead of Election Day, according to prediction markets
Gas prices are expected to remain above $4 per gallon on Nov. 3, according to traders on prediction market platform Kalshi.
路透社AI 评分1212 Two men arrested after breaking into UK airbase used by US, counter-terrorism police say - Reuters
Two men arrested after breaking into UK airbase used by US, counter-terrorism police say Reuters
路透社利空AI 评分3131 US imposes fresh sanctions on Iran's shadow fleet - Reuters
US imposes fresh sanctions on Iran's shadow fleet Reuters
卫报AI 评分4040 特朗普承诺在11月美国中期选举前不攻击伊朗
唐纳德·特朗普承诺，在11月美国中期选举前不攻击伊朗，并称美国正与伊朗进行“富有成效的讨论”。他还声称，伊朗经济和军事状况“非常糟糕”。
Axios利空AI 评分7171 美联储加息或将放缓，Axios梳理官员表态与年末政策路径
Axios梳理美联储近期沟通称，若经济数据符合预期，沃勒预计还会加息，但加息不必连续进行。9月会议纪要称，多数与会者认为年末前再上调联邦基金利率目标区间可能合适，同时每次会议都保留开放态度。文章推测本年最后一次会议可能加息，2027年初或再加息，累计幅度或为0.75个百分点；这是文章对政策路径的判断，并非美联储确定的安排。
彭博利好AI 评分2323 ECB Has Tools to Counter Unwarranted Market Moves, Lagarde Says
The European Central Bank has the instruments to stabilize financial markets if required, President Christine Lagarde told euro-area finance ministers.
彭博利空AI 评分1414 Venezuela Bolivar Hits New Milestone as Dollar Supply Declines
Venezuela’s bolivar weakened past 1,000 per dollar in the parallel market for the first time, testing authorities’ efforts to contain its slide amid declining government sales of hard currency.
路透社利空AI 评分1616 Lufthansa, Indian airlines suspend flights to Riyadh after Houthi attacks - Reuters
Lufthansa, Indian airlines suspend flights to Riyadh after Houthi attacks Reuters
金融时报AI 评分5656 特朗普称美国不会在中期选举前攻击伊朗，并称美伊正进行“富有成效的讨论”
特朗普称，美国在中期选举前不会攻击伊朗。标题同时称，华盛顿与德黑兰正在进行“富有成效的讨论”。
Fast CompanyAI 评分1212 Hurricane Isaias tracker: Live maps show the storm’s path in real time as Gulf states brace for landfall
Tropical storm Isaias is building momentum in the Gulf and, as of Wednesday evening, strengthened into the first Atlantic hurricane of the season. The National Hurricane Center (NHC) announced the news on Thursday, October 8, at 7 a.m. It explained that Isaias was about 385 miles southwest of the mo
The Verge利空AI 评分2121 Trump administration says Microsoft ‘abused’ worker visa program and is cutting off access
The Trump administration is suspending some tech companies, including Microsoft, from an immigration program that lets an employer hire foreign workers that can reside permanently in the US, as reported by Reuters. In a press conference, Vice President JD Vance claimed the permanent labor certificat
Business Standard利好重大AI 评分5858 特朗普称美国不会在11月3日中期选举前攻击伊朗
特朗普称美伊讨论富有成效，并排除美国在11月3日中期选举前攻击伊朗的可能。美国对伊朗港口的封锁仍在实施。
Business InsiderAI 评分4747 伊朗战争中美军81架军机受损或被毁，装备损失或超33亿美元
美国国会研究服务处报告统计，伊朗战争爆发以来，美军有81架军机受损或被毁。损失包括战斗机、加油机、直升机和无人机等；美国国会可能审查国防工业能否及时补充装备。国会预算办公室估计，截至8月1日装备损失至少为19亿美元，替换方案不同可能使损失超过33亿美元。
Axios利好重大AI 评分6969 特朗普称美国不会在11月3日中期选举前攻击伊朗
特朗普周四表示，美国不会在11月3日中期选举前攻击伊朗，并称美伊正在进行富有成效的讨论。特朗普称封锁将继续，石油正以创纪录的桶数流经霍尔木兹海峡；Axios此前报道称，五角大楼已指示美国中央司令部为恢复对伊朗的大规模军事行动完成准备。报道说，若未来三至四周恢复战争，油价可能上涨，也可能影响美国中期选举和定于10月27日举行的以色列选举；美伊之间的主要分歧没有缩小的迹象。
彭博利空AI 评分3030 CBO Chief Warns Growth Solution for US Debt Is Unlikely to Work
Congressional Budget Office Director Phillip Swagel warned the idea of embracing faster economic growth as the solution for reining in the US federal debt — one being championed by Treasury Secretary Scott Bessent — is unlikely to work.
彭博AI 评分1313 Brazil Election: Bolsonaro Says He’d Work With US, China as President
Flávio Bolsonaro said he would work with the US and China if he becomes Brazil’s president, after a surprise election performance left him poised to join a wave of conservative leaders pushing Latin America closer to Washington.
彭博AI 评分2222 NFL Asks Supreme Court to Let States Regulate Prediction Markets
The National Football League urged the US Supreme Court to allow state regulation of prediction markets in a stance putting it at odds with the Trump administration in a high-stakes clash.
CNBCAI 评分1818 Trump Accounts top 70 million as new stock-donation rules open door to 'mega donors,' official says
The Trump administration said new changes to Trump Accounts could pave the way for several multimillion-dollar donations.
CNBC利好重大AI 评分6565 特朗普称美国不会在11月3日中期选举前攻击伊朗
特朗普周四表示，美国不会在11月3日中期选举前攻击伊朗，并称美伊正在进行“富有成效的讨论”。他表示美国对伊朗的海上封锁将继续，并重申不会允许伊朗获得核武器；选举日后采取进一步军事行动的可能性仍未排除。此前特朗普曾称政府考虑在选前恢复对德黑兰的打击，布伦特原油周四上涨超过4%，升至每桶104美元上方。
路透社AI 评分1616 Turkey's foreign minister says Ankara weighing Saudi defence support, rules out offensive role - Reuters
Turkey's foreign minister says Ankara weighing Saudi defence support, rules out offensive role Reuters
路透社利好AI 评分4343 乌克兰称袭击俄罗斯最大炼油厂
乌克兰称其袭击了俄罗斯最大的炼油厂。
路透社利好重大AI 评分3030 Trump says US will not attack Iran before midterm elections in November - Reuters
Trump says US will not attack Iran before midterm elections in November Reuters
卫报AI 评分1616 Microsoft suspended from applying for green cards for H-1B workers, JD Vance says
Vice-president also says Adobe is barred from visa program that allows high-skilled workers to apply for US residencyMicrosoft is suspended from applying for permanent residency for workers employed through a US visa program for high-skilled workers, JD Vance announced on Thursday.The US vice-presid
金融时报AI 评分3030 Trump bans Microsoft from sponsoring foreign workers for US residency
Announcement impacting several tech groups marks latest attempt to limit immigration by the White House
金融时报AI 评分3838 US mortgage rates rise for seventh straight week to hit highest since 2023
Benchmark borrowing costs continue to climb against backdrop of surging Treasury yields, elevated energy prices and expected tightening by Fed
TechCrunch利空AI 评分1717 US bars Microsoft, Adobe, and major IT firms from green card program for skilled foreign workers
The other firms being suspended from the program include Capgemini, Cognizant, HCL, Infosys, Tata, and Wipro.
财富AI 评分3737 Former Venezuelan President Nicolás Maduro faces new U.S. torture charges after 9 months in a New York jail
The ousted leader already faces a potential life sentence on drug trafficking charges after U.S. forces captured him in January.