RIP, neoliberalism. Its ghosts live on
Are Americans closet socialists or closet neoliberals? Economic swingers, perhaps?
#海外/地缘
外媒与科技媒体长文、研究号文章
财富AI 评分1818 彭博利好AI 评分3838 Germany, France Push to Scrap Climate Neutrality Goal for Cars
Germany and France will push to scrap a landmark European Union goal to reach climate neutrality for cars by 2035, after agreeing a deal to protect their domestic industries against intensifying global competition.
彭博AI 评分1717 Polish President Seeks Way Out of Deadlock at the Central Bank
Polish President Karol Nawrocki asked the prime minister to sign off on delayed appointments to the central bank’s management board in an attempt to break a political standoff that threatens to cripple the institution.
彭博AI 评分3434 Shahin Vallée: Europe Must Rebalance Trade with China
As the EU weighs new measures to block Chinese imports, Shahin Vallée of the German Council on Foreign Relations and formerly of the French Ministry of the Economy and Finance, joins Bloomberg's Anna Edwards, Guy Johnson, and Tom Mackenzie on "The Opening Trade." "I think more than a measure to reba
彭博利空AI 评分5353 日本央行行长植田和男称无法容忍基础通胀进一步高于2%
日本央行行长植田和男表示，他“无法容忍”基础通胀进一步升至2%以上。
彭博利好AI 评分3838 Treasuries ‘Absolutely’ Still a Safe Haven, Says JPMorgan’s Misra
Priya Misra, Core Plus Bond ETF portfolio manager at JPMorgan Asset Management, says moves in the bond market are “overdone,” pricing in three interest-rate hikes by the Federal Reserve. Misra also says fixed income is a “really attractive asset class” to hedge the AI trade. (Source: Bloomberg)
路透社AI 评分2727 Wall St Week Ahead As AI rally wobbles, stock market's spotlight turns to earnings - Reuters
Wall St Week Ahead As AI rally wobbles, stock market's spotlight turns to earnings Reuters
路透社AI 评分88 Romania resumes search for seven missing sailors from drone-hit ship - Reuters
Romania resumes search for seven missing sailors from drone-hit ship Reuters
路透社AI 评分1616 Russian drones kill 3 people in Ukraine, cut power to hundreds of thousands - Reuters
Russian drones kill 3 people in Ukraine, cut power to hundreds of thousands Reuters
路透社AI 评分1616 Ethiopia's Abiy names new Tigray government, wants polls in six months - Reuters
Ethiopia's Abiy names new Tigray government, wants polls in six months Reuters
Fast Company利空AI 评分2222 The U.S. eliminated measles 26 years ago. Now it could lose that status in a matter of weeks
The U.S. declared measles eliminated in 2000—but it could soon lose that status, depending on the conclusions of a meeting of the Pan American Health Organization (PAHO) next month. Measles cases in the United States are rising; there could be twice as many cases in 2026 as in 2025. The measles trac
卫报AI 评分2020 ‘Clean air is not a favour’: Indonesia’s neighbours fed up with acrid haze as Singapore threatens to prosecute
Millions affected by smoke from wildfires as schools close, respiratory illnesses soar and diplomatic tensions riseSingapore is threatening to prosecute companies responsible for some of the worst fires in years in neighbouring Indonesia, as the region grows increasingly frustrated with a persistent
Axios利空AI 评分4949 Warsh称美联储经济展望总体稳定，通胀升温推高10月加息概率
美联储主席Kevin Warsh称，自9月加息以来经济表现大体符合预期，并未明确透露10月是否加息。9月通胀加速后，10月加息概率一度从22%升至50%，随后回落至28%；Warsh还称AI正在推动美国大规模投资，并宣布生产率与就业工作组将于Nov. 16在湾区举行首次实地听证会。
彭博AI 评分2323 US-China Blame Game Over Global Economy Tilts in Beijing’s Favor
At the last major summit, Scott Bessent worked hard to tag China as the cause of dangerous fault lines in the world economy. With the US Treasury chief absent from Bangkok this week, it was America and its allies in the spotlight.
彭博AI 评分1616 Absent Bessent Can’t Keep Spotlight Off US at IMF
‘Bond yields, bond yields, bond yields’ is how one IMF attendee described chatter in Bangkok.
彭博AI 评分1212 BC Leans on US to Fund Deficit as Eby Rides Anti-American Mood
With British Columbia voters heading to the polls next week, the ruling party is raising anti-US sentiment and urging residents to avoid the country altogether. The boycott doesn’t seem to apply to the bond market.
彭博AI 评分1212 Turkey’s Fast-Growing Corporate Bond Market Grapples With Funds Crisis Fallout
The crisis roiling Turkey’s investment industry may be spilling into its fast-growing corporate bond market, potentially crimping smaller companies’ access to financing.
彭博利空AI 评分2323 Baltic Block of Russian Grain May Open Black Sea, Latvia Says
Europe should block the transit of Russian grain through Baltic ports as that may force Moscow seek ways to open trading on the Black Sea, Latvian Prime Minister Andris Kulbergs said.
彭博利好AI 评分2929 Traders Are Shelling Out Millions to Secure Copper
The threat of Trump tariffs is driving huge demand for the red metal.
路透社利空AI 评分2222 EU will probably have to give new loan to Ukraine, Estonian PM Michal says - Reuters
EU will probably have to give new loan to Ukraine, Estonian PM Michal says Reuters
路透社利空AI 评分1010 Italy prolongs Schengen suspension with Spain by another week - Reuters
Italy prolongs Schengen suspension with Spain by another week Reuters
路透社AI 评分3737 EXCLUSIVE: Iran ships some LPG, jet fuel despite US blockade, data shows - Reuters
EXCLUSIVE: Iran ships some LPG, jet fuel despite US blockade, data shows Reuters
卫报AI 评分88 First Thing: Three young children killed in Oregon elementary school shooting
Attacker also killed a teacher and was shot dead by a community member. Plus, NAZA film-makers describe Israel’s attempts to retaliateDon’t already get First Thing in your inbox? Sign up hereGood morning. A 16-year-old shooter opened fire at an elementary school in Bend, Oregon, on Thursday, killing
金融时报利空AI 评分55 How Africa’s ‘wall’ to hold back the desert unravelled
Grand ambition to plant 8,000km band of trees has fallen well short of its targets
彭博AI 评分1515 UK Bank Tax Plan Risks Putting Healey at Odds With BOE’s Bailey
Chancellor of the Exchequer John Healey’s plan to raise bank taxes may help ease Britain’s strained public finances, but risks an awkward difference of opinion with Bank of England Governor Andrew Bailey.
彭博AI 评分4747 能源冲击蔓延至美国经济，加大美联储稳定通胀的难度
能源冲击开始向美国经济扩散，企业将成本上涨转嫁出去，使美联储稳定通胀的工作更加复杂。
彭博AI 评分4141 美国钢价攀升至四年多高位，特朗普关税限制外国供应
特朗普关税限制外国钢材供应，推动美国钢价升至四年多高位。钢价上涨提振美国国内生产商，同时增加美国制造商成本。
彭博AI 评分3434 Carlyle Buys $7.7 Billion in Consumer Loans as Truist Revamps
Carlyle Group Inc. has agreed to buy $7.7 billion of unsecured personal loans from Truist Financial Corp., among the asset manager’s largest such deals as it expands a push into asset-back credit.
彭博AI 评分3434 BofA’s Hartnett Sees Investors Avoiding Risk on Fed, Midterms
Risk aversion is set to dominate markets in coming weeks as investors seek shelter from higher interest rates and volatility around US midterm elections and the AI trade, according to Bank of America Corp.’s Michael Hartnett.
彭博AI 评分2424 Angola Eyes Panda and Islamic Bonds to Diversify Funding Sources
Angola is considering selling bonds in China or tapping Islamic debt markets in the Middle East as the oil-producing nation seeks to diversify its sources of financing, according to a senior finance official.
金融时报AI 评分3030 Republicans turn on Trump’s tariffs in battle for ‘political survival’
US president’s trade war has become an albatross for his party in crucial midterm election races
金融时报AI 评分3030 Treasuries head for best week since February as AI jitters halt bond rout
Borrowing costs fall back from highest levels in decades as investors seek safety in government debt
金融时报AI 评分1919 EU vows to maintain Russia sanctions after US pivot
European leaders close ranks around Volodymyr Zelenskyy following Donald Trump’s fuel deal with Moscow
AxiosAI 评分1717 Trump's MAGA allies openly discuss martial law
MAGA activists are pushing for President Trump to resort to extraordinary measures — including martial law — if they believe the midterm elections are "rigged."Why it matters: Some of the proposals go far beyond Trump's legal authority — and there's no evidence that the elections will be rigged. But
彭博利空AI 评分4242 MSCI 警告或重新分类印尼股市后，印尼加息押注升温，印尼盾承压
分析师称，MSCI Inc. 警告可能重新分类印尼股市后，印度尼西亚央行面临下周加息的压力。
彭博AI 评分6363 中国本周继续采购美国大豆，为9月下旬两国领导人会晤后首次采购
中国本周继续采购美国大豆，这是两国领导人9月下旬会晤后首次采购。此次采购延续了本周的采购势头。
彭博利好AI 评分4343 Warsh言论打压美元，欧元有望结束对美元连续五周的跌势
美联储主席Kevin Warsh的言论令美元走弱，欧元有望结束对美元连续五周的跌势。
彭博利空AI 评分2626 MSCI Ignites Indonesia Market Reckoning After Months of Warnings
For the staid and often predictable world of stock-market indexing, it was a bombshell moment.
CNBCAI 评分99 Elon Musk helps GOP Senate super PAC raise record $273 million
Elon Musk gave a record $158 million to the GOP’s Senate Leadership Fund, boosting its war chest as Republicans pour money into Texas to defend Ken Paxton.
路透社AI 评分1313 South Korea reviews expanding military mission in Middle East, report says - Reuters
South Korea reviews expanding military mission in Middle East, report says Reuters