外媒与科技媒体长文、研究号文章
South Korea’s bank lending to households expanded in September at the slowest pace in six months as softer mortgage growth and a sharp decline in other types of household loans tempered borrowing ahead of a central bank policy decision next week.
UK Chancellor John Healey said he will “stay the path” on plans to bring down borrowing over the next few years as he welcomed the International Monetary Fund’s support for the government’s fiscal plans ahead of the budget.
A series of economic and geopolitical disruptions means the European Central Bank might need to embrace a policy stance that has a modest tilt toward monetary tightening, according to one of the frontrunners to succeed President Christine Lagarde.
新加坡铁矿石期货跌至两年来低点，跌破每吨90美元，为2024年以来首次。摘要称，价格回落因中国需求偏弱和全球供应过剩而延续。
The Taiwan dollar and South Korean won led losses among Asian currencies in early trading as an overnight slump in Wall Street semiconductor shares spilled into regional markets, dampening demand for artificial intelligence supply-chain plays.
America remains a very unequal place, but on many metrics inequality is not increasing
Investors demand big discounts against regional peers to reflect troubled public finances and looming presidential election
投资者预测，黄金价格将在两年内创下新高。各国央行9月购入黄金量达到近两年来最高的单月水平。
The City’s dominance of physical trading in the metal is being reinforced by global instability
IMF warns of slowing Asian growth, spillover from rising yields Reuters
IMF预计亚太地区今年和明年经济增长放缓，并警告能源价格上涨以及人工智能热潮可能退潮，都可能考验该地区的韧性。
New Zealand’s interest rate decision in late October is “wide open,” according to Reserve Bank chief economist Paul Conway, even as inflation pressures build.
国际货币基金组织（IMF）一名高级官员表示，中国经济疲软导致人民币实际价值被低估，提振需求的措施远未达到所需力度。
Singapore must work faster and harder as it competes with other global hubs that manage wealth says the island nation's Deputy Prime Minister Gan Kim Yong. He added that as global supply chains and investment flows shift, Singapore’s important role as a financial hub will provide further opportuniti
IMF亚太区主任Krishna Srinivasan在接受彭博电视采访时表示，重叠的市场风险可能蔓延至亚洲经济体。
The Philippine peso breached the key psychological level of 63 per dollar for the first time, intensifying pressure on the central bank to defend the currency.
The 10-year bond yield climbed to a more than three-year high of 7.41% on Wednesday.
中国锂期货本周延续大幅下跌，市场对电池金属需求前景的担忧加剧。
New White House press secretary Katie Zacharia's legal career draws scrutiny Reuters
Oil prices fall as investors weigh supply outlook, Middle East tensions Reuters
美联储9月会议纪要显示，官员们越来越倾向于认为，AI基础设施建设是推动美国商品价格持续上涨的主要因素，关税影响则逐渐减弱。剔除食品和能源后的商品价格仍快速上涨，官员预计整体通胀率要到2029年才有望降至2%的目标水平。部分官员认为，AI建设热潮或使经济需求超过企业供给能力；官员们也预计AI投资将在未来几年提高生产率、扩大经济产出，但收益规模和显现时间难以确定。
A tightening in financial conditions may limit the need for European Central Bank monetary policy action, according to Governing Council member Primoz Dolenc.
日本央行审议委员小枝淳子表示，不应对加息采取过于谨慎的立场。彭博称，这番表态暗示日本央行可能在未来数月再次加息。
印度央行已采取十多年来力度最大的卢比保卫行动，并表示行动尚未结束。
JPMorgan Chase Chairman and CEO Jamie Dimon discusses the impact of the federal debt on the bond market during an event at the Economic Club of Chicago. (Source: Bloomberg)
Investors are wondering if steep inflation and increased borrowing costs could derail the AI buildout.
Australia’s higher unemployment and unexpected job cuts in September suggest the labor market may be loosening, prompting traders to scale back bets on the Reserve Bank raising interest rates further.
中国人民银行公布前三季度金融数据，社会融资规模增量为27.46万亿元，债券和股票融资占比约49.48%，超过贷款占比约7个百分点。豆包手机助手公布拒绝其执行GUI自动化操作的应用清单，共151款，含微信、DeepSeek等。恒生指数公司公告称，茶百道因股份受监管机构调查而停牌，将从恒生指数系列剔除。
A forecaster who was early to call the most recent Federal Reserve rate hike now says a bigger, half-percentage-point rate increase could be on the table in December.
美国通胀跳升加剧市场对美联储进一步加息的担忧，金价延续跌势。此次加息押注集中在10月。
Fed survey shows price pressures intensifying as fuel costs rise Reuters
Flavio Bolsonaro slightly leads Lula in Brazil runoff, Quaest poll shows Reuters
美联储官员戴利称，可能需要加息，但并不紧迫。
The annual cost-of-living adjustment may soon be capped, curtailed, means-tested or scrapped altogether under various proposals being actively considered
Growth was largely in manufacturing sectors largely connected to AI
Baby boomers have been the biggest force driving home sales over the last few years. Many of them are moving to be close to family, and in particular, their grandchildren.
芝加哥联储主席奥斯坦·古尔斯比称，上月广泛存在的通胀压力令人担忧，并警告与人工智能相关的基础设施建设可能令经济过热。
The cost-of-living adjustment for 2027 will be 3.6%, which will give Social Security recipients an average of $75 more per month.
AI infrastructure firms slump as US rate hike bets rise Reuters
Red hot CPI report fuels AI rout Reuters