外媒与科技媒体长文、研究号文章
President Trump's economic data keeps getting stronger. His economic polling keeps getting worse by the day.Why it matters: The midterms are less than a month away, and the administration is circling the drain on voters' No. 1 issue.It may be too late to change that, but it's also not clear anyone h
Investors have fallen out of love with a large chunk of stocks, such as industrials, and Morgan Stanley sees an opportunity to pick up some names on the cheap.
Hong Kong stocks edge up as AI shares offset property weakness reuters.com
It's almost election time in America, and voters in swing states are looking at their wallets — and gas prices — at the ballot box.
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。
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.
After a bumper first half for European equity offerings, business has become tougher for the region’s dealmakers as market jitters start to surface.
Shares of Singapore Exchange Ltd. slipped on Monday, extending a slump that’s erased about $4.2 billion in market value since an August peak on rising concern over lofty valuations.
Push for diversification as concerns mount over ‘stretched’ valuations
Stocks upbeat, dollar wobbles as Fed hike bets recede Reuters
The oil and bond markets will remain a critical driver of stocks.
Buttigieg is set to campaign in at least six states in the final stretch. As he does, he’s refining his message and thinking about what comes next.
America is not so exceptional any more — and the New World is becoming more like the Old
Macroeconomic data announcements and foreign investors' trading activity will also guide market trends
In the year of America's 250-year history, we are facing the most serious threat to our system of "we the people" government since 1860.
Flotations have stalled and returns from new listings have been weak
Panelists joined to discuss the president’s travels to red states ahead of the midterm elections.
The state’s ultrawealthy, including Larry Page and Peter Thiel, have similarly donated to efforts opposing the wealth tax.
钛媒体文章梳理简街资本的业务与香港扩张：公司2025年交易收入396亿美元，调整后EBITDA利润312亿美元，薪酬支出93.8亿美元；同年6月签约租下香港中环在建项目六层办公室，约22.3万平方英尺，月租约3060万港元，五年租金约18.3亿港元。文章还介绍其做市业务、AI与算力投入，并转述路透社称，SIG计划将香港办公室扩大至目前约3倍；中国ETF市场规模已突破6万亿元人民币。
美国国债收益率上升，反映政府财政赤字与私人投资争夺储蓄，长期实际融资成本走高。30年期盈亏平衡通胀率约为2.3%，而30年期实际收益率已超过3%；截至9月30日，30年期美债收益率收于5.62%，为2002年以来高位。文章主张通过削减支出和适度增税推动财政改革。
Revelation comes amid mounting concern over online prediction market’s effects on integrity of financial systemUK authorities are being urged to intervene after it emerged that the online prediction market Polymarket has been taking thousands of dollars worth of bets over whether HSBC and Lloyds wil
A historic surge in global bond yields is becoming a bigger problem for European stocks as investors confront the possibility of stubborn inflation and mounting government debt.
IT之家 10 月 3 日消息，据央视新闻，今天（10 月 3 日）是 2026 国庆假期的第三天，全国公路、铁路、民航、水路客流持续高位运行。旅游出行热度居高不下，景区观光、城市漫游、短途度假等出行需求集中释放，交通部门持续增加热门旅游线路运力投放。全国铁路今天预计发送旅客 1890 万人次，预计加开列车 910 列。针对假期旅游出行需求高的特点，各地铁路部门利用国庆前夕开通的新线和车站资源，在热门方向和区间增加运力供给。IT之家从报道中获悉，全国高速公路车流量为 6200 万至 6400 万辆次，出行以中短途为主，主干大通道与景区周边路段双向承压。民航方面，今天全国民航预计运输旅客 225
Barry speaks with Omar Aguilar, CEO and CIO of Schwab Asset Management. They discuss his time at Financial Engines, where he worked under Nobel laureate William Sharpe before joining Schwab Asset Management in 2011. They discuss how his doctorate in decision sciences helps him build trust with clien
Data shows that partisan ETFs result in higher fees and lower market returns
With one month until Election Day, some big GOP spenders are giving up on North Carolina and prioritizing other states. Why it matters: It's a sign that Republicans believe Michael Whatley can't win and that the seat will flip to Democrats, who need four pickups to regain control of the Senate.Drivi
The Senate GOP’s top PAC is diving into Kansas, a sign that the deep-red state is in play amid a worsening political environment for Republicans.
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
Trump expected to name Jay Clayton as AI czar Reuters
The Senate Leadership Fund’s decision to pause future spending is the latest evidence Republicans are not confident Michael Whatley can win in a state President Donald Trump carried three times.
Some City of London executives are concerned the government may use this month’s budget to levy a windfall tax on the profits of domestic banks even as the UK operations of international lenders are exempted, according to people with knowledge of the matter.
Plus some thoughts on the bond market and statecraft.
President Trump may be trying to pick up votes, "taking a dig" at the Biden administration, or making an ideological point, two policy gurus told BI.
The ISS is being floated as a symbol of global cooperation as wars and international tensions intensify on Earth.
Blue Owl Capital 再次将两只私人信贷基金的赎回比例限制在5%。受人工智能相关担忧影响，其旗舰科技基金的赎回请求仍远高于行业同业。
SNAPSHOT Wall St futures extend gains after non-farm payrolls data Reuters
特朗普称，较高水平的通胀也能迅速偿还美国国债；文章称，美国国债规模为40万亿美元，年度利息支出达2万亿美元，债务与GDP之比超过120%。文章梳理了关税增收和经济增长等降低债务率的路径，并引述分析人士对高于目标的通胀及实际利率的讨论；美联储的通胀目标为2%。
US stock-index futures moved higher on Friday as investors prepared for the monthly employment report for clues on the Federal Reserve’s path ahead.
September provided a reset for stocks, pointing to a good end to the year, says Scott Rubner
IT之家 10 月 2 日消息，当地时间 1 日，据外媒 Engadget 报道，纽约市一项要求商家简化退订流程的“点击即可取消”规定正式生效。其核心要求很直接：消费者取消订阅，不能比注册更麻烦。报道举了“订阅陷阱”一例：注册某健身房的会员时，几步就能完成，等到想取消时却要经历一套繁琐得近乎荒诞的流程。纽约市政府在博客文章中指出：“顾名思义，这项规定禁止企业让你在线注册时只需轻松点击几个选项，却在退订时逼你在电话和信鸽组成的拜占庭式迷宫里兜圈子。”这项规定由纽约市消费者和工人保护局负责执行。违规企业将面临民事罚款，起罚金额为 525 美元（IT之家注：现汇率约合 3,525 元人民币），消费者