外媒与科技媒体长文、研究号文章
Paramount Skydance Corp.’s $41 billion of US dollar bonds to finance its takeover of Warner Bros. Discovery Inc. sold off to start their first full day of trading while default-protection expenses surged to a 17-year high.
Robin Wigglesworth表示，债券收益率上升反映出经济增长韧性和通胀预期走高，也可能随着偿债成本攀升，越来越多地限制美国支出。他解释了债券支撑全球金融体系的作用，以及高利率为何对债务负担沉重的经济体更为重要。采访于September 26, 2026进行。
With a metastasising financial sector and declining business investment, action is essential
Micron shares should be higher after that spectacular quarter.
Leading Democrat asks AI firms for data on any Chinese access to sensitive code Reuters
Volatility control funds near record equity exposure, raising selloff risk Reuters
Republicans are counting on Trump to energize the voters they need in November, even as some candidates fear his unpopularity could alienate the persuadable voters they also need to win.
This South Florida community is typically a refuge for Canadians fleeing cold weather, but trade tensions between the United States and Canada mean fewer are coming.
Home to both Republican Sen. Susan Collins and Democratic candidate Troy Jackson, Maine's senate race has put rural Aroostook County in the spotlight.
The risks of AI aren’t what we think they are, as a recent security incident between China and the United States revealsAmid a barrage of news stories warning about superintelligent machines rendering humanity extinct, a CNN story describing the opposite scenario – one in which the US military’s rel
Credible threats appear to have been overlooked as administration focuses on unverified claims of voter fraudThe Trump administration has abandoned key security bodies meant to investigate direct threats to US elections by foreign actors and domestic terrorists, according to former officials and a r
Netanyahu says it is too early to tell who was behind the apparent attempt to crash flight after pilot stabbed• Don’t already get First Thing in your inbox? Sign up hereGood morning. Benjamin Netanyahu has said it is too early to tell who was behind the apparent attempt to crash a Tel Aviv-bound fl
Gavin Newsom says Trump is a ‘gift’ to the climate cause for dispelling notions of fossil fuel energy securityOf all the epithets hurled at Donald Trump since he became US president, perhaps the most unusual was delivered last week – that he is, in fact, some sort of environmentalist.Trump is the “g
New ad features audio from Trump’s declaration of war and Pete Hegseth saying ‘if you kill Americans … we will kill you’The latest in a series of pro-Trump television ads aired using taxpayer funds in the run-up to the the midterm elections is a one-minute spot that celebrates Donald Trump’s decisio
Move follows fears that broad US sanctions on the war crimes tribunal would force the insurer to cease doing business with it or face punishment
富达投资负责消费行业的负责人本·舒列瓦认为，尽管整个行业将面临艰难时期，但在部分食品、饮料以及零售类个股中仍然存在机会。
Americans are deeply frustrated with President Donald Trump’s handling of the economy and rising prices, with most panning his performance and blaming his policies as higher costs threaten his party’s chances in November.A new poll from The Associated Press-NORC Center for Public Affairs Research fi
France’s fiscal watchdog warned that the economic assumptions enshrined in the 2027 draft budget are “optimistic,” raising risks for plans to reduce a bloated deficit.
法国政府公布计划，拟通过控制支出、增加税收收入大幅缩小预算赤字。该计划引发的辩论可能导致总理下台，并加剧投资者对法国债务的担忧。
美国初请失业救济人数降至197,000，为7月以来最低，续请失业救济人数也降至三年低位。彭博称，这两项变化指向劳动力市场状况良好。
Also in today’s newsletter, White House holds crisis talks on potential US diesel export ban
COMMENTARY: Morning Bid: Bond bruise won't heal reuters.com
Wall St futures gain as AI, consulting stocks offset bond-market jitters reuters.com
Iran readies harder retaliation if attacked as diplomacy faces long odds reuters.com
ADP数据显示，美国私营部门9月新增9万个就业岗位，结束连续三个月放缓，教育和医疗服务业增加5.5万个。制造业和建筑业分别新增1.7万个和1.5万个岗位，AI基础设施建设持续加剧熟练劳动力短缺，部分六位数薪资岗位空缺。ADP首席经济学家表示，现有数据尚不足以显示工资过热。
美国中游能源管道并购保持活跃，天然气、LNG需求及数据中心需求推动基础设施投资，参议院提出的两党基础设施许可改革法案或进一步加速交易。ONEOK以44.2亿美元收购Brazos Midstream资产，Williams以55亿美元收购Momentum Midstream。
Stocks are facing a lot of issues right now, even if investors think everything looks great on the surface warns DoubleLine Capital’s Jeffrey Gundlach.
Deutsche Bank analysts just shared their top stock picks in the tech sector for the remainder of the year.
Indian stocks tumbled as a global bond rout gathered momentum and oil prices remained elevated, deepening concerns over the outlook for the crude-importing nation.
Julian Emanuel, chief equity and quantitative strategist at Evercore ISI, explains why he expects volatility in stocks in the fourth quarter and frames rising bond yields as “a new normal.” (Source: Bloomberg)
Anastasia Amoroso, Chief Investment Strategist of Partners Group, joins Bloomberg's Vonnie Quinn on "Bloomberg Brief" to discuss the US Challenger September job cuts data along with the rise of yields. (Source: Bloomberg)
European stocks declined as regional bond yields climbed, denting the appeal of equities and fueling concerns about the economic impact of higher borrowing costs.
Government proposes belt-tightening budget in bid to quell market jitters
International capital is driving a surge in public takeovers in the G7’s fastest-growing economy.
As AI codes billing inside hospitals, insurers say costs are being added to a bloated health care system. Blue Cross Blue Shield put the tab near $1 billion.
Nvidia's bet that its chips can finance the AI boom gets a Wall Street reality check Reuters
AI has a bad reputation — but calling it "super intelligence" doesn't help. The issue isn't "artificial," it's the word "intelligence."
Prerit Pathak worked as a software engineer before switching to cybersecurity and joining Google. He shared his advice for making the pivot.
GovAI研究员 Alan Chan 称，若前沿AI模型开发者能够自动化后续模型研发，反馈循环可能加快AI能力变化，使 Mythos 级进展从每年出现变为每月在新领域出现。
Japanese Prime Minister Sanae Takaichi’s government plans to hammer out the detailed costs associated with the first five years of its $2.3 trillion, 14-year investment initiative, a first step toward clearing up uncertainty surrounding the sweeping program.