Wall St futures up as oil slips; telecoms pressured by SpaceX spectrum deal - Reuters
Wall St futures up as oil slips; telecoms pressured by SpaceX spectrum deal Reuters
#资本市场Beta
外媒与科技媒体长文、研究号文章
路透社AI 评分2525 卫报AI 评分1414 The Democrats taking the fight to Republican strongholds
In Florida, Kansas, Iowa and Texas, Democratic candidates are outperforming the predictions, but both parties may struggle to consolidate gainsThis was originally published in The Stakes 2026, a newsletter about the midterm elections. Sign up to get it in your inboxThe most valuable education I rece
彭博利好AI 评分2727 Money Doesn’t Want to Leave Equities, Says Baird Strategas’ Verrone
Chris Verrone, partner and chief market strategist at Baird Strategas, sees equity markets as “highly rotational” and doesn’t think bond yields are high enough to be “truly competitive for your capital every day.” He speaks on “Bloomberg Surveillance.” (Source: Bloomberg)
路透社利空AI 评分1919 US, European telecom stocks slide as SpaceX spectrum deal rattles sector - Reuters
US, European telecom stocks slide as SpaceX spectrum deal rattles sector Reuters
MarketWatch利好AI 评分2020 Aging bull: Why the four-year old stock-market rally can still pack a punch
History shows bull markets that get past their fourth year rarely throw in the towel, according to Truist Advisory Services.
CNBC利空AI 评分3838 Living with Mom and trading on margin. The regular investor gets in on Wall Street's record stock borrowing binge
Margin debt has surged to record levels as investors like 29-year-old Hy Luu borrow more against their portfolios. Here’s how leverage can amplify stock losses.
卫报AI 评分1515 A national verdict on Trump 2.0 is coming. Nine midterm voters share where they stand
From cost of living to the Iran war, these are the issues that matter most to US voters across the political spectrumUS voters are about to deliver their first national verdict on the second presidency of Donald Trump. On 3 November, millions of Americans will vote in midterm elections to decide con
MarketWatchAI 评分3030 Why the price of this one ETF has gone exponential
An exchange-traded fund tied to freight futures is surging.
PoliticoAI 评分1717 Poll: 1 in 4 Trump voters say GOP candidates should break from the president
It’s notable that so many who backed the president are ready for Republicans to take that leap, amid an unpopular war in Iran and high costs of living.
PoliticoAI 评分2020 ‘We don’t know where the bottom is:’ Republicans fret races in Trump country
GOP internal polling revealed key House seats that Trump won comfortably in 2024 are now competitive.
彭博利好AI 评分3636 China Stocks Rebound on Speculation of State-Linked Support
Chinese stocks staged a sharp rebound on Friday afternoon, with investors speculating that authorities stepped in to stem the market’s slide.
金融时报AI 评分3131 Institutional investors challenge PE fund model with direct deals
Investments alongside asset managers rather than through traditional vehicles doubled to a record $198bn in the first half of the year
彭博AI 评分2121 How Bond ETFs Are Reshaping Portfolio Construction
Bond ETFs are moving into their next phase, with active strategies, new product structures and more specialized exposures changing how investors build fixed income portfolios. State Street Investment Management’s Ethan Balakier, BondBloxx’s Joanna Gallegos and Schwab Asset Management’s Riz Hussain j
彭博利空AI 评分1616 Global Bonds Pressure Markets, Hyperscaler Debt, Schools Strained
"Bloomberg Real Yield" highlights the market-moving news you need to know. Today's guests: JPMorgan Asset Management Fixed Income Portfolio Manager Kelsey Berro, Wellington Management Senior Managing Director Brij Khurana, BNP Paribas Head of US Credit Strategy Meghan Robson, and MFS Investment Mana
路透社AI 评分99 US House Speaker Johnson weighs 'next chapter' if Republicans lose majority-Fox News - Reuters
US House Speaker Johnson weighs 'next chapter' if Republicans lose majority-Fox News Reuters
卫报AI 评分1111 Trump made ‘clear’ that media ban was due to critical coverage, court told
Lawyer for CNN, MS Now and Politico says Trump admitted he banned networks from White House over their coverageDonald Trump continues to be the strongest witness for the media companies arguing that they were unfairly barred from the White House at his direction, a lawyer representing CNN, MS Now an
彭博利好AI 评分1919 RBC’s Decade of Growth Puts It in Goldman’s Market-Value League
Royal Bank of Canada has climbed into the same market-value tier as Goldman Sachs Group Inc. and is worth more than Wells Fargo & Co. and Citigroup Inc., underscoring how a decade of expansion at home and abroad has pushed the Canadian lender into the upper ranks of North America’s most valuable ban
CNBC利空AI 评分4242 Ray Dalio警告，股票市场抵御债券收益率上升的缓冲正在缩小
Ray Dalio表示，企业盈利曾缓冲债券收益率上升对股票的影响，但这一缓冲正在缩小。他警告称，自由现金流可能走弱。
卫报AI 评分2020 First Thing: Trump endures protests in Texas as DNC sues over adverts
The president was repeatedly interrupted at a rally and faces a legal challenge over taxpayer-funded adverts. Plus Jonathan, the giant tortoise who may have the secret to longevityGood morning. Donald Trump suffered a torrid night at a rally in Texas that was rocked by repeated protests. The US pres
The AtlanticAI 评分1515 How the Polls Could Be Wrong Again
Democrats appear headed toward a big victory. But a small polling error could mean a dramatically different outcome.
CNBC利好AI 评分1515 Why REITs aren't getting killed by rising interest rates this time around
REITs have been seen as a low interest rate play. But some experts are making the case that real estate fundamentals today are outweighing even rising rates.
Business Standard利好AI 评分3131 Reliance could be a cheaper way to own Jio after telecom unit's listing
Reliance shares imply a 36 per cent discount to the value of its roughly two-thirds stake in Jio Platforms, though analysts see about 25 per cent as a more sustainable gap after the telecom unit lists
彭博利空AI 评分3131 European Bank Stocks Head for Biggest Two-Day Slump Since March
Banks have been Europe’s best-performing stocks for two years, and were on pace for stellar gains again in 2026. The return of French debt worries is threatening to derail the rally.
金融时报AI 评分1717 How a trillion-dollar hedge fund borrowing spree became Wall Street’s cash cow
Banks’ trading businesses are booming, but post-crisis regulation means it is no longer them placing the bets
IT之家AI 评分4949 美国国家公路交通安全管理局将修订车辆照明标准，应对大灯眩光并为新技术扫清障碍
美国国家公路交通安全管理局宣布将修订车辆照明标准，处理大灯眩光问题并为先进安全照明技术扫除法规障碍。修订将涉及 LED 车灯、光线感应器、自动远光灯、可更换光源，以及大灯安装高度和照射方向。美国交通部长肖恩·达菲将任命最多 18 名代表参与制定工作。
路透社AI 评分44 Trading Day: Stocks, bonds in delicate dance - Reuters
Trading Day: Stocks, bonds in delicate dance Reuters
MarketWatch利空AI 评分2929 Higher yields are taking their toll on all areas of the stock market, except the one that matters
Technology is the only one of the S&P 500’s 11 sectors that gained since Sept. 1, as Treasury yields have climbed to multi-decade highs.
经济学人AI 评分1919 Why shares are the new bricks and mortar
Household wealth is flowing from property to stocks
MarketWatchAI 评分1616 Stocks are increasingly their own best hedge. This chart shows why.
For decades, investors concerned about stocks sought succor in the bond market. But these days, the best shield against an outbreak of volatility might just be owning other stocks.
CNBC利好AI 评分1010 Strange market anomaly is creating a buying opportunity in the Nasdaq 100
So instead of buying QQQ outright and exposing your portfolio to severe downside risk, buying calls at current option prices is a smarter, capital-efficient way to stay long.
CNBCAI 评分3737 Here comes third-quarter earnings season. Booming profits could propel the S&P 500 to new heights
Third-quarter earnings season kicks off this week and as results roll in they should reveal what the market is eagerly anticipating: blockbuster profits.
卫报利空重大AI 评分1515 The Guardian view on the US midterms: the cost of living is on the ballot, but this is about democracy too | Editorial
Donald Trump’s unpopularity and the economic struggles of voters have boosted Democrats. But with less than a month to go, there is no complacencyFor once, Democrats and Donald Trump might be in agreement: “Pretend I’m on the ticket,” the historically unpopular president has instructed supporters. M
路透社利空AI 评分3333 Webull sinks after CNBC reports US House panel flagged China ties - Reuters
Webull sinks after CNBC reports US House panel flagged China ties Reuters
Business Insider利好AI 评分1919 Warren Buffett's classic advice to 99% of investors is still paying off
Warren Buffett has said for decades that almost everyone should invest in a low-cost S&P 500 index fund. The benchmark just hit a new record.
彭博AI 评分3535 Nassim Taleb Says ‘Vulnerable’ Bonds Risk Hurting Stock Rally
The Black Swan author Nassim Taleb warned that a pullback in demand for US Treasuries risks creating a fault line across markets, potentially hurting a record-beating stock rally.
彭博AI 评分2020 Bull Case for Risky Stocks Tied to Economy Expected to Flourish
Signs of resilient economic momentum are reinforcing the bull case for US small caps, which have been under pressure lately in the face of soaring borrowing costs.
彭博利空AI 评分2828 European Bank Stocks Sink Toward Lowest Since July as Bonds Fall
A selloff in shares of European banks resumed on Wednesday, with the likes of Societe Generale SA and Deutsche Bank AG tumbling more than 5%, as mounting fears over political turmoil sent bond yields higher.
彭博AI 评分3535 Why High Bond Yields Aren’t Sinking Stocks
The 10-year Treasury yield, the most important number in global finance, has broken through to its highest level since 2002. Bond yields are assumed to have an inverse relationship with stocks, so a move of this magnitude should be a problem for equities. But it hasn’t been, and Bloomberg Opinion co
CNBC利空AI 评分1818 Stocks made a record high. Two big bearish trades point to skepticism
In the State Street SPDR S&P 500 ETF Trust (SPY), about an hour after the opening bell on Tuesday, someone traded a 100,000-lot put spread.
彭博AI 评分3030 Stocks Are Due for a ‘Gut Check’ From Rates, Oil and the Dollar
Strategist Paulsen says history points to drop of as much as 15% ahead.