欧洲央行会议纪要显示9月进一步加息意愿降温
欧洲央行管理委员会会议纪要显示，尽管通胀形势有所恶化，但二轮效应仍未出现，委员会对进一步加息的意愿降温。
#债券/利率
外媒与科技媒体长文、研究号文章
金融时报AI 评分4141 彭博AI 评分3838 BlackRock’s Rieder Says Front End of Yield Curve ‘Still Very Attractive’
Rick Rieder, CIO of global fixed income at BlackRock, points to the front end of the yield curve “to keep your volatility down, keep your income high.” He speaks on “Bloomberg Surveillance.” (Source: Bloomberg)
彭博AI 评分3535 France’s Lescure Says Not in Dysfunctional Bond Market
French Finance Minister Roland Lescure said the bond market is working properly and that France doesn’t need a “hand of god” intervention after the premium investors demand to hold its debt soared in recent weeks.
彭博AI 评分1919 Chile Consumer Prices Post Modest Gain as Fuel Costs Rise Again
Chile’s consumer prices rose slightly less than forecast last month despite another increase in fuel costs, as central bankers signal they’ll remain cautious on monetary policy.
彭博利空AI 评分3939 ECB Officials Took ‘Proportionate’ Step With September Hike
European Central Bank officials weighed the need to take further action on inflation last month alongside an assessment that any increase in borrowing costs would still not restrict growth, according to a summary of the meeting.
路透社利空AI 评分4545 美联储沃勒：仍需进一步加息，但加息节奏具有“灵活性”
美联储沃勒表示仍需进一步加息，但加息节奏可以灵活调整。
彭博AI 评分1616 Serbia Extends Record Rate Pause in Run-Up to Pivotal Election
Serbia kept borrowing costs unchanged for a record 25th month as the Balkan nation heads into a pivotal snap election that pits the long-time ruling camp of Aleksandar Vucic against a nascent student-led political group.
彭博利好AI 评分3232 ECB Can Stick With Measured Response to Iran War, Lane Says
The European Central Bank can take a “measured” response to the energy-price shock caused by conflict in the Middle East as spillovers to the rest of the economy remain limited, Chief Economist Philip Lane said.
彭博AI 评分4949 美联储理事沃勒认为加息时机有一定灵活性
美联储理事克里斯托弗·沃勒表示，为放缓通胀，可能还需要进一步加息。他在土耳其央行于伊斯坦布尔组织的活动上说，预计额外加息有助于让通胀更及时地回到2%的目标。
彭博AI 评分2121 Bahrain Bond Selloff Revives Memory of 2018 Rescue by Gulf Peers
A selloff in Bahrain’s bonds is pushing its borrowing costs to levels last seen during the nation’s 2018 crisis, when its wealthier Middle East allies stepped in with a financial rescue.
彭博利空AI 评分2424 France Is the Bellwether for Stress in Global Markets
Investors are shunning its government bonds in favor of corporate debt.
MarketWatch利空AI 评分3030 French bonds are suffering through their worst decade since 1803 — and investors are bracing for more pain
The spread between France’s 10-year government bond and Germany’s equivalent reached its widest last week in available Bloomberg data, dating back to 1990.
彭博AI 评分2727 ECB’s Zigman Sees ‘Very Intensive’ Discussion at Next Meeting
European Central Bank officials are probably in for a heated debate when they set borrowing costs in late October, according to Governing Council member Ante Zigman.
彭博利空AI 评分1616 Meloni Can’t Afford Defeat in Parliament, Citi Economist Says
Italian Prime Minister Giorgia Meloni needs to win a confidence vote on Thursday to avoid further bond-market tensions, according to a Citigroup Inc. analyst.
彭博利空AI 评分3030 Legacy Private Credit Loans Face Refinancing Risks as Rates Rise
Private credit borrowers that loaded up on debt when interest rates were low could face refinancing pressure as they approach maturity, according to investors speaking at a forum in Singapore on Thursday.
彭博利空AI 评分4949 法国政府债券风险高于38%的法国公司债券
法国政府债券遭遇大幅抛售后，近2150亿欧元（2410亿美元）的法国公司债券目前交易表现得比法国政府债券更安全。自2026年初以来，这一规模增长近18倍。
彭博利空AI 评分2121 Why Global Bond Yields Hit The Highest Level In Years: Live Q&A
Bloomberg reporters answer your questions about the global bond selloff in a Live Q&A on Thursday, October 8 at 7.30am EDT
彭博AI 评分1919 France Sees Steady Demand for Government Bonds, Lescure Says
There still is investor demand for French government bonds, Finance Minister Roland Lescure told the BBC.
路透社AI 评分1212 Morning Bid: Sovereign bonds shouldered aside as AI takes their turf - Reuters
Morning Bid: Sovereign bonds shouldered aside as AI takes their turf Reuters
彭博AI 评分5454 据知情人士，腾讯考虑发行最高50亿美元境外债券
据知情人士，腾讯正考虑进行最高50亿美元的境外债券发行。彭博称，此举与AI需求增长背景下科技公司寻求债务融资的趋势相关。 https://www.bloomberg.com/news/articles/2026-10-08/tencent-mulls-5-billion-bond-offering-as-ai-push-ramps-up
金融时报AI 评分2424 Big investors ‘bottom fish’ in Eurozone bond markets after France sell-off
Fears of a blow-up similar to the Eurozone debt crisis have been overdone, asset managers say
彭博利好AI 评分1818 Japan 30-Year Bond Sale Sees Firmer Demand Than 12-Month Average
Japan’s 30-year government bond auction drew stronger demand than its 12-month average as elevated yields attracted investors.
彭博利空AI 评分2929 Korea Mulls Banning Unlicensed Foreign Banks’ Global Bond Deals
South Korea is considering regulations to prohibit investment banks without domestic securities licenses from seeking to arrange overseas bond sales of local issuers, according to people familiar with the matter.
Business Standard利空AI 评分2626 Stock Market LIVE: GIFT Nifty signals negative open; Asia markets fall as bond yields extend gains
Sensex Today | Stock Market LIVE Updates Thursday: The GIFT Nifty indicated a negative open for the Nifty50. Asian markets were trading lower
彭博利空AI 评分2828 Singapore Banks’ Hot Rally Stutters Over Surging Bond Yields
Singapore bank shares extended declines for a second day after JPMorgan Chase & Co. warned that surging long bond yields will hurt third-quarter earnings for Southeast Asian lenders.
彭博利空AI 评分1717 Fear of Rising Interest Rates Puts Off Britain’s Housebuyers
British property agents say aspiring homebuyers are retreating to the sidelines as the Bank of England considers raising interest rates.
MarketWatch利空AI 评分2424 Rising yields are quietly crashing the stock market’s earlier winners of 2026
Surging Treasury yields have begun to hammer parts of the stock market that might easily be overlooked, especially with the spotlight once again shining brightly on a small group of glamorous tech companies.
金融时报AI 评分2828 Iran war blows near-£12bn hole in Britain’s public finances
FT estimates show inflation and soaring borrowing costs have slashed chancellor John Healey’s headroom in half
金融时报AI 评分2727 Fed minutes indicate broad agreement for another rate rise this year
Records from the Fed’s September decision showed a clear consensus
MarketWatch利好AI 评分1919 Options traders are betting on a dramatic drop in interest rates
Recent options activity points to bullish positioning for long-term bonds and utilities.
彭博AI 评分3030 US Consumer Borrowing Moderates on Drop in Revolving Credit
US consumer borrowing rose in August by less than forecast, restrained by the biggest decline in revolving credit in nearly two years.
路透社AI 评分2222 Fed policymakers divided over rate-hike logic in September, minutes show - Reuters
Fed policymakers divided over rate-hike logic in September, minutes show Reuters
彭博AI 评分77 French Finance Ministry Says No Change in Bond Issuance Strategy
France’s finance ministry said it is not changing its strategy for bond issuance and will continue to use the flexibility it has at auctions.
彭博利好AI 评分4949 美债收益率升至2002年以来高位，强劲的10年期国债拍卖吸引买家
美债在10年期国债拍卖表现强劲后上涨，拍卖显示投资者需求开始显现。收益率升至数十年高位。
Fast CompanyAI 评分4444 IMF总裁称全球亟需监管AI并遏制债务
IMF总裁克里斯塔利娜·格奥尔基耶娃呼吁各国加快削减债务、应对不平等，并采取必要政策行动。她指出，AI投资热潮、沉重借贷以及中东和乌克兰战争冲击正共同考验全球经济，数据中心扩建推高多地股价并支撑经济增长，也带来通胀风险。
彭博利空AI 评分1818 Global Bond Yields Weigh on Stocks After Reaching New All-Time Highs
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)
路透社AI 评分2929 Lower US Treasury yield view persists despite biggest quarterly surge since 1994: Reuters poll - Reuters
Lower US Treasury yield view persists despite biggest quarterly surge since 1994: Reuters poll Reuters
卫报利好AI 评分1111 Ex-Barclays traders jailed for rigging interest rates have convictions quashed
Acquittals of five former bankers come year after supreme court overturned ruling against City trader Tom HayesFive more former traders who were jailed for rigging interest rates have had their convictions quashed by the court of appeal in London, after a long battle to clear their names.The court o
Axios利空重大AI 评分5959 全球债券收益率上行，法国、英国和美国长期利率走高
法国、英国和美国10年期国债收益率周三早间均上行，法国升至4.93%，英国升至5.49%，美国升至5.36%，为2002年以来最高。文章称，近期收益率上行主要与AI超大规模企业和政府的融资需求、财政赤字及能源价格推高通胀风险有关；法国收益率相对德国走高，美国社保信托基金预计将在2032年耗尽。
彭博AI 评分2929 From Goldman to BofA, Strategists Try to Call Peak Bond Yields
Wall Street strategists are divided over whether US bond yields will come tumbling down by the end of the year or keep pushing up to new highs.