X（推特）上的财经、科技与宏观账号
Year-ahead expectations for commodity price changes rose across the board in September according @NewYorkFed Survey of Consumer Expectations https://t.co/x4IjCDsvB8
Share of consumers expecting higher stock prices a year from now declined to 40.2% in September @NewYorkFed https://t.co/FElUqQmjKr
8月，消费者循环信贷余额下降48亿美元，降幅为2024年11月以来最大。循环信贷主要包括信用卡。
Financing costs rose in August … average interest rate on credit cards with assessed interest reached 22.36%; average interest rate on a 5-year new car loan rose to 7.54% https://t.co/rZQamsF40o
One Big Bet US stocks have held up in the face of surging bond yields, corporate spreads, and higher oil prices. The AI mania is the only thing left supporting the market. https://t.co/IYnRYJhBLq https://t.co/QXkeGEyneI
gm Brent crude ripping anew, now back above $105 from yesterday’s dalliance with sub-$100 https://t.co/ozSeo6O0Qk
NEW ODD LOTS What people get wrong about Europe's economic decline @TheStalwart & I speak with @NewLeftEViews about the nuances of Europe's competitiveness problems: https://t.co/pVW13W1M69
With everyone talking about Europe’s various crises these days, listen to @NewLeftEViews explain what is and isn’t going wrong right now. 引用 @tracyalloway：NEW ODD LOTS What people get wrong about Europe's economic decline @TheStalwart & I speak with @NewLeftEViews about the nuances of Europe's co
*PEPSICO CEO: 'WE DON'T FEEL GOOD ABOUT THE BEVERAGE BUSINESS' *PEPSICO CEO: WE'RE PUTTING 'ALL THE URGENCY' TO IMPROVE SODAS
It seems like the history of AI is basically a series of one technique augmenting an older technique, and then just dropping the older technique altogether. So does that eventually mean we can just have RL and no need for an original pre-training run? 引用 @not_ellington：It really does seem pre-train
If you can think of a popular consumer brand in America, its chart probably looks like this https://t.co/a2aWu3vaJ2
Starlink will be of great help to areas of India that have bad or no Internet and even no mobile coverage. No country has perfect coverage, including America, but Starlink can fill in the coverage gaps for those who most need it. 引用 @nitinmeshram_：In my village, there has been no mobile network c
How H-Company Optimizes VLM Serving for Computer Use Agents With NVIDIA Dynamo https://t.co/gixR8bJLTj
🇮🇳 Starlink will help the least-served in India 🇮🇳 引用 @nitinmeshram_：. @Starlink is essential for India, and I hope it will be deployed soon. Its ability to connect directly to devices through satellites could fundamentally expand how internet connectivity is delivered. Also, we need many opt
Starlink provides Internet connectivity to the least-served, enabling self-education and prosperity by giving people access to sell their products worldwide! 引用 @XFreeze：Many people still misunderstand what Starlink is actually for Starlink isn’t a replacement.....It’s a lifeline “Starlink will g
People who oppose @Starlink hurt only the least-served. The wealthy or those living in large cities already have good Internet, so they don’t understand. 引用 @elonmusk：Starlink provides Internet connectivity to the least-served, enabling self-education and prosperity by giving people access to sel
There is little consensus on the effect of AI adoption on employment. In today's post, the authors study this topic for U.S. small businesses using data from the 2025 Small Business Credit Survey to examine the 12-month forward employment & revenue expectations of AI users.
On October 6, 2026, Vice Chair for Supervision Bowman gave remarks on modernizing regulation and supervision @stlouisfed: https://t.co/TdHpdx4GjV https://t.co/ubwQHalP7D
Treasury Secretary Scott Bessent tells Fox's @IngrahamAngle that he hopes the Fed will keep an "open mind" on rate hikes and consider the example of the 1990s and Greenspan. What's interesting about this oft-cited analogy is that there's the 1996-97 Greenspan who resisted hiking https://t.co/xSQ2dV
There are clearly some Fed policymakers who favor an unconditional higher policy path, but the center of the Committee remains focused on incoming data rather than pre-committing to further tightening. https://t.co/eq6vcf4ZRE
Initial jobless claims down to 197k vs. 200k est. & 199k prior; continuing claims at 1.716M vs. 1.700M est. & 1.699M prior … greatest increases in CA (+4.6k), IL (+1.2k), & NY (+1.0k); greatest decreases in HI (-0.3k), MI (-0.2k), & MD (-0.1k) https://t.co/sW75FYCuOk
Here is the list (I use Michael Cemblast's list, it is as good as any list I've seen.) https://t.co/B9uvzTWQCO
If SpaceX ($SPCX) was in the $SPX now, AI-related stocks would be 51% of the index. With Anthropic and OpenAI coming public, add them to the $SPX in 2027 and AI would be ~55% of the $SPX. The last time a single theme was >50% of the $SPX was the railroads in the 19th century. 引用 @AlexMalitas：AI-
美联储理事沃勒表示，市场定价反映美联储还将加息两次，但两次加息不必安排在连续会议上，应在可接受的时间内完成。文章还提到市场关注美联储点阵图。
美联储理事沃勒表示，若经济数据继续符合预期，他预计还会加息，以支持通胀更及时地回到2%的目标；他同时称，加息时点有一定灵活性。原文链接：https://t.co/rjvidGfLRW
现在油价和长债收益率跟股市就是个跷跷板，晚上油价上行带动长债收益率也向上，美股盘前也就跌。油价起来是因为三个点：川普再次威胁要在中期选举前升级、前两天这里https://t.co/1tbr0X9SiB聊到霍尔木兹海峡通过接驳转运恢复了大半但是转运成本很高导致油价很难下去、然后这两天因为飓风墨西哥湾25%的 https://t.co/Ctd7WzHeE1 引用 @qinbafrank：昨晚的美股债市总结下来就是一句话：弱非农把10月加息概率进一步压低，AI高beta继续主导市场，但债市给出的信号远没有股市乐观。这里的核心还是油价和长债收益率。 1、油价方面： 1）好的层面
美国初请失业金人数四周均值持平于57年来最低水平。作者称，截去峰值后更容易观察低谷，并表示这一曾长期用于衡量劳动力市场的指标显示当前劳动力市场可能是其有生之年最佳。
昨天视频下面留言：“SP500的EPS最大的贡献者就是NVDA和MU，占了1/3，所以SP500的估值并不能简单说是便宜” 下面是标普等权，15.9倍，也低于今年3月份，比上年的3月，15倍，要高。高了大概6%。 估值在低位的结论不变，我就是一个在数据上非常执着的杠精 https://t.co/jIByYRLd9o
We’re in the middle of the most acute refined products market crisis in history and China is… … cutting cuts to fresh recent seasonal lows. https://t.co/E7vpk6vNJn 引用 @VKMacro：China refinery run rates are trending lower again for SOE. Where are we on imports? https://t.co/fUREB6DGS8
PODCAST: Great to talk with Jake Sullivan and Jon Finer about the oil market, Iran, President Trump, and China. Spotify 🔉: https://t.co/PiC6w5OV5n Apple Podcast 🔉: https://t.co/Mao4AlL8XE Youtube 📺: https://t.co/CsZTFBsrp9 Substack 📄: https://t.co/AOQ3kFzqt3
The Trump administration said Thursday that it would suspend an immigration program for multiple tech firms, including Microsoft, alleging widespread abuse of a worker visa system https://t.co/9uAsxGpVLZ
全球贸易在2026年上半年展现出超出预期的韧性，但不同领域表现不一。服务贸易和部分地区更易受到中东冲突影响。
Bullish sentiment jumped to 40.3% vs. 34.6% in latest @AAIISentiment (week ending 10/7/26) while bearish sentiment declined sharply to 39.0% from 46.5% the prior week ... this week’s special question polls AAII members on allocating new cash https://t.co/VvsNHORes1
Brazilian stocks this year are up 40% (in dollar terms). Haven't been paying close attention to that market, but it must have a lot of AI stocks.
Let's hope that the use of gasoline / diesel online price-disclosure works better in the UK than it did in Chile, where it pushed prices higher (rather than undercut rivals, many gas stations matched their rivals' higher prices instead): https://t.co/69zTGrEYtF
UK Prime minister Andy Burnham announces the British government's plan to tackle rising energy prices: from today, UK drivers can consult the cost of gasoline and diesel at nearby forecourts on Google Maps. 🤔 引用 @andyburnham：I know people are worried about fuel prices. And I get it. You get to the
If something has been proven, but nobody knows what the proof is (in language that humans can understand), maybe that becomes the job of mathematicians. Though I suppose the bitter lesson is that eventually, AI also gets better than humans at translating the outputs of AI. 引用 @ValerioCapraro：BREAKI
Latest 3Q2026 real GDP estimate (a “nowcast,” not a forecast) from @AtlantaFed GDPNow model is +3.6% , down from October 6 prior read of +3.7% https://t.co/Q9OgM6Ykg2
Also a big @citrini piece out today on RWAs/Tokenization/Perps https://t.co/rjGuy6QTdS
HSBC has a new note out giving its clients a primer on perps (perpetual futures) https://t.co/wjlvbiJmFF