Treasury yields inch lower as investors pare back Fed rate hike bets
U.S. Treasury yields inched lower on Monday after a sharp selloff the week prior, as investors look ahead to the Federal Reserve's last meeting minutes.
#美联储
外媒与科技媒体长文、研究号文章
CNBC利好AI 评分3030 彭博利好AI 评分3939 Nagel Sees Good Case for Central-Bank Diversification Into Gold
Rising government debt levels strengthens the case for central banks to increase their gold holdings, according to Bundesbank President Joachim Nagel.
彭博利空AI 评分4646 《Odd Lots》播客：美国国债为何再度变得风险更高
《Odd Lots》播客邀请芝加哥大学副教授、芝加哥联储常驻学者 Carolin Pflueger，讨论美国国债收益率与全球债券收益率同步飙升的原因，以及债券是否正变得更具根本性风险。节目还探讨投资者若无法再用政府债券对冲股票会怎样，以及市场对美联储“反应函数”的预期如何影响这一问题。
彭博利空AI 评分1212 UST Risks: Treasuries, Other Government Bonds Sell Off
Chicago Fed's Carolin Pflueger thinks only rates, not words, can affect public perception.
钛媒体AI 评分6161 全球IPO市场第三季度透视：融资额走高与港股新股破发并存
2026年第3季，全球IPO市场融资活动升温，港股IPO募资额达1,756.01亿港元，为2018年第4季以来单季最高；与此同时，港股新股破发率上升。截至9月30日，港股前三季度共有116只新股，首日破发率为22.41%，上市后破发率升至52.69%。文章还梳理了美联储加息、AI上游波动及港交所上市规则调整，并列出港股IPO与再融资规模、A股和美股新股募资数据。
彭博利空AI 评分2525 Broadening Rally in Stocks Hits an Economic Roadblock
A combination of elevated oil prices and surging bond yields has derailed a broadening in the rally that was supposed to propel stocks to new records.
彭博利好AI 评分5353 美国就业数据弱于预期、油价下跌后新兴市场股票和货币上涨
新兴市场股票和货币上涨，背景是美国就业数据弱于预期且油价进一步下跌，市场对美联储大幅加息的担忧有所缓和。
彭博利好AI 评分4343 美国就业报告缓解美联储加息压力，铜价连续第二个交易日上涨
美国就业报告缓解美联储加息压力后，铜价连续第二个交易日上涨。
路透社利好AI 评分1616 Stocks upbeat, dollar wobbles as Fed hike bets recede - Reuters
Stocks upbeat, dollar wobbles as Fed hike bets recede Reuters
彭博利好AI 评分3636 Gold Edges Higher as Markets Weigh Jobs Data Impact on Fed Path
Gold edged up after its biggest weekly drop since June, as traders weighed the impact of a slowdown in the US jobs market and higher bond yields on the Federal Reserve’s path for interest rates.
彭博利好AI 评分4444 市场综述：美国加息预期缓和、油价上涨，亚洲股市料走高
亚洲股市预计开盘走高，较弱的美国就业数据缓解了美联储继续加息的压力。也门发起夺回胡塞武装控制地区的行动后，布伦特原油上涨。
彭博AI 评分2929 Trump Aide Hassett Says Powell Should ‘Move On’ From Fed Board
President Donald Trump’s chief economic adviser called on former Federal Reserve Chair Jerome Powell to leave the central bank’s board after an internal report cited management failures in the renovation of its headquarters.
彭博利空AI 评分4141 就业放缓但通胀令美联储保持警惕
Ira Jersey表示，9月就业数据走软，为美联储10月维持利率不变留出空间；但通胀持续，决策者仍可能在12月及明年年初再次加息。他还称，经济增长强劲和财政政策宽松推高全球债券收益率，令各国央行继续面临抑制通胀的压力。
彭博重大AI 评分4040 G7释放1亿桶燃料提供暂时的价格缓解
G7释放1亿桶应急燃料已推动燃料价格下跌，但由于炼油能力受限及中东供应中断导致柴油供应紧张，缓解可能只是暂时的。中国石油需求，以及霍尔木兹海峡和红海周边风险升级，将影响全球能源价格走势。
MarketWatchAI 评分3535 Fed minutes coming this week could give markets important clues about future rate hikes
Minutes from the September meeting may provide extra context, as the real fed-funds rate is now surprisingly low.
财富利空重大AI 评分3636 America’s budget, the bond market and the national debt at 250: Gradually, then suddenly
America’s debt is rising by the trillion. Congress is still refusing to face the bill.
IT之家AI 评分3737 美财长贝森特批评 Anthropic、OpenAI 等风险警告：危言耸听，光喊话不拿解决方案
IT之家 10 月 4 日消息，当地时间 10 月 3 日，美国财政部长斯科特 · 贝森特（Scott Bessent）在接受 Axios 采访时批评部分 AI 行业人士针对人工智能“生存性风险”发出的警告。他认为仅仅发出危言耸听的警告、却拿不出具体解决方案，并不能称为领导力。他同时呼吁 AI 实验室负责人承担安全责任，并在确保安全的前提下继续推进 AI 发展。贝森特表示：“我们必须为各种情况做好准备，但另一方面，AI 界某些人只发出危言耸听的声音，却拿不出解决方案，这不是领导力。”此前，Anthropic CEO 达里奥 · 阿莫代伊（Dario Amodei）曾呼吁放缓最先进 AI 模型的
彭博AI 评分3636 Fed, ECB Minutes to Show Inflation Fears as Hike Bets Fade
Any urgency among Federal Reserve and European Central Bank policymakers to follow up September interest-rate hikes at this month’s meetings has been dialed back in the wake of soft US jobs data and acute stress in French financial markets.
财富AI 评分4747 Scope Ratings警告美国债务愈发受市场摆布，利息成本飙升与选举加剧债务上限风险
Scope Ratings维持美国主权信用评级在AA-、展望稳定，并警告利息成本上升和市场情绪变化正加大美国债务风险。美国10年期美债收益率为5.27%；若收益率持续比国会预算办公室预测高约1个百分点，未来十年债务或增加3.5万亿美元。Scope预计债务上限41.1万亿美元将在2027年初触及，选举后的政治僵局可能延长债务上限争端。
财富AI 评分7272 G7计划未来数周释放1亿桶石油和燃料产品，柴油率先投放；特朗普称美国不会实施柴油出口禁令
G7表示计划在未来数周释放1亿桶石油和燃料产品，先在20天内大量投放柴油，其余部分在四个月内释放；特朗普称美国不会实施柴油出口禁令。美国柴油全国均价周五为每加仑6.37美元，9月22日曾创下6.52美元纪录。文章提到，欧洲柴油供应还受到俄罗斯暂停出口及波斯湾炼厂受损、出口路线受阻的影响；分析人士称，释放欧洲库存可能减少美国柴油出口，并估计数周后美国柴油价格或下降每加仑25至50美分。
路透社AI 评分1818 As public fears of AI grow, Trump digs in on voluntary safeguards - Reuters
As public fears of AI grow, Trump digs in on voluntary safeguards Reuters
彭博AI 评分4747 全球经济最新动态：美国雇主放缓招聘，工资增长减速
美国经济9月新增就业人数低于预期，工资增长也不及预期。高成本可能正使雇主保持谨慎。
Business StandardAI 评分3838 Today's financial resilience does not guarantee future stability: RBI guv
Speaking at the KEC 2026, Malhotra outlined five priorities for policymakers and called for continued vigilance against emerging systemic risks that are increasingly cross-border and interconnected
路透社AI 评分3131 Trump: not going to be doing diesel export ban - Reuters
Trump: not going to be doing diesel export ban Reuters
卫报AI 评分2121 DoJ declines to reopen investigation into former Fed chair Jay Powell
Kevin Warsh’s predecessor had been investigated over cost overruns related to central bank renovation projectThe US justice department is not reopening a criminal investigation into former Federal Reserve chair Jerome Powell for cost overruns related to the central bank’s building renovation pro
彭博AI 评分2020 CEA Chairman: Inflation coming down sufficiently fast
Chris Phelan CEA Chairman, sees inflation clearly easing and thinks it's doing so quickly enough. He speaks with Romaine Bostick on "The Close." (Source: Bloomberg)
彭博AI 评分5757 美国9月非农新增就业29,000人，低于彭博调查中的所有预估
美国9月非农就业人数增加29,000人，低于彭博调查中的所有预估，前两个月数据同时被下修。数据公布后，交易员下调了对美联储本月再次加息的押注，新兴市场货币指数升至盘中高点。
金融时报AI 评分2525 US justice department will not reopen criminal probe of Fed’s Jay Powell
US attorney-general Todd Blanche says not having ‘any oversight’ of the central bank’s $2.5bn renovation project ‘isn’t necessarily a crime’
彭博AI 评分3333 Wall Street Tries to Live With 5% Yields as Market Cracks Grow
Wall Street has spent weeks trying to make peace with the great bond selloff. Friday offered some short-lived relief — along with a warning about the damage from stubbornly high yields across investment strategies of all stripes.
CNBCAI 评分2222 DOJ says it will not reopen criminal probe into former Fed Chair Powell
The confirmation comes after the Fed's inspector general report that said there were no grounds for a criminal referral over the mismanaged headquarters renovation.
路透社AI 评分4040 路透社：IEA负责人比罗尔称，储备释放决定后油价开始下跌
IEA负责人比罗尔称，储备释放决定后油价开始下跌。
金融时报AI 评分1818 October fall
Expectations for the Federal Reserve to raise rates later this month have drifted lower
彭博AI 评分2121 Traders Waver on Bets For Another Rate Hike This Year
Bond traders are betting so heavily that more interest-rate hikes from the Federal Reserve are on the horizon that even the anticipated slowdown in job growth is unlikely to significantly alter the outlook. Kitty Richards, senior fellow at the Groundwork Collaborative and a former Treasury official,
彭博AI 评分3434 Warsh’s Top Fed Deputies Step in to Give Markets a Clear Message
Federal Reserve Chairman Kevin Warsh has vowed to avoid sending clear signals to investors on where interest rates are headed. His top deputies made clear this week they’re still willing to oblige — and investors showed they’re still listening.
彭博AI 评分2020 Lagarde Should Give Clarity on Her Future at ECB, Giorgetti Says
Christine Lagarde ought to provide some clarity on her future as European Central Bank president, according to Italy’s finance minister.
彭博AI 评分66 Stocks, Bonds Rise as Weak Jobs Curb Fed-Hike Bets
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)
金融时报AI 评分2323 Treasuries are losing their moneyness
For four decades, US government bonds have been both securities and money. They may no longer be that special
CNBCAI 评分4444 就业报告显示劳动力市场疲软后，交易员认为美联储10月加息可能性很小
就业报告显示劳动力市场疲软后，更多交易员下调了美联储本月加息的可能性。
彭博AI 评分3232 Rebecca Patterson Sees Fed Dissents Coming After United Front
Rebecca Patterson, the former Bridgewater Associates LP chief investment strategist, warned that the US Federal Reserve’s unanimity on last month’s interest-rate hikes is likely to crack in October as policymakers diverge over next steps.
路透社AI 评分1111 VIEW Soft September jobs report sends markets higher - reuters.com
VIEW Soft September jobs report sends markets higher reuters.com