X（推特）上的财经、科技与宏观账号
Cook 的律师说她将因美联储公务出行，无法出席11月5日在白宫举行的听证会。他要求白宫推迟到美联储12月8-9日政策会议之后。 https://t.co/6rBWVhWmTH https://t.co/Ezah0v5CtY 被引原文（@NickTimiraos）：白宫为什么现在要就美联储理事 Lisa Cook 举行听证会？特朗普在7月解释过原因。 在最高法院允许 Cook 在挑战其解雇企图期间保留席位后，特朗普在 CNBC 上说法院“把它发回了，不是基于案情。他们发回 https://t.co/eX27UjMfjH 原文： Cook's lawyer says she'll be
克利夫兰联储主席 Beth Hammack 表示，投资者更多是根据他们认为美联储会做什么、而不是应该做什么来交易，这一观点与 Kevin Warsh 为追求更纯粹的市场信号而少谈前景的主张格格不入。 “曾在市场一侧 https://t.co/Bnf0fqYoGN 原文： Cleveland Fed President Beth Hammack said investors trade more on what they think the Fed will do than one what it should do, a view that sits uneasily with Kevin
And of course read my blog on this too ... One can debate whether China is so far from internal balance that its trading partners should turn a blind eye to its evident undervaluation and growing external surplus. But one cannot debate whether the exchange rate matters!
CHART OF THE DAY: Economic pain alone may force Tehran -- or may not -- into softening its red lines. I don't know. What we know is the pain is very real. According to new IMF estimates, Iran will suffer in 2026 the biggest GDP contraction in nearly 40 years, down 7.6% y-on-y. https://t.co/V193k2Mv8
Looking forward to joining @BrianSozzi on @YahooFinance this morning around 9:35am ET
Kicking off Day 3 at #NABE2026 with @NelaRichardson discussing the shifting AI and talent paradigm focusing on how AI is shaping the demand for « tasks » — great collaboration between @ADP and @DigEconLab https://t.co/wv2MPndpST
Hiring slowed marginally for the first time in eight weeks with private payrolls adding an average of 24,750 jobs for four-weeks ending Sep. 26 per @adpresearch https://t.co/XkVIvgPTFI
Fascinating geopolitical discussion with @anna_rosenberg & @ConstanceHunter moderated by Tani Fukui. « Welcome to a « low-trust » anarchic multipolar world » #NABE2026 https://t.co/qmCGRgG5bh
India mulls even more coal-fired power generation (The country is the world's 2nd largest coal consumer, only behind China, accounting for ~15% of global demand) https://t.co/6ZJkqapFGM
Cleveland Fed President Beth Hammack said investors trade more on what they think the Fed will do than on what it should do, a view that sits uneasily with Kevin Warsh's push to say less about the outlook in pursuit of a purer market signal. "Having been on the market side of https://t.co/1BqePizq
Spiky is one way to say it. PBoC also trying to deny the obvious -- namely that a weaker inflation adjusted (real) CNY predictably raises its exports and increases its current account surplus https://t.co/2h983VfQsg 引用 @ftchina：China gets spiky on currencies https://t.co/gH8QqBbNbQ
CFTC staff analyzing oil trades for insider trading around the U.S.-Iran war were told to retract their referral to the agency's enforcement division | h/t @CGorrivan https://t.co/YdN6lVAXC7
Quits rate 3.5 percent in accommodation and food services, August 2026 https://t.co/XEUB0FZns5 #BLSdata https://t.co/n7GKMYAsIH
美联储理事克里斯·沃勒在接受彭博采访时谈及白宫对美联储独立性的挑战。他称，政府对美联储独立性的威胁迄今尚未真正奏效，并表示希望这一状况延续。https://t.co/q4cwK3iVSw
纽约联储主席约翰·威廉姆斯在接受彭博采访时表示，他仍预计今年可能再加息一次；对于2027年的安排，他说还要视情况判断。https://t.co/Iuf2o0NVbE
分析师预计，9月CPI中的能源价格将大幅上涨，推高整体CPI；核心价格则预计涨幅较温和。
“…The next war with Iran may be shorter than the last one. But it could also be far more intense, destructive, and difficult to contain from the very first day…” 引用 @citrinowicz：The Next War with Iran Could Escalate Almost Immediately, and Far Beyond the Previous Conflict One thing has become inc
作者称，UKMTO今日报告霍尔木兹海峡又有两起航运袭击，使其自9月30日起在霍尔木兹海峡及紧邻海域确认的袭击累计达到24起。原文链接：https://t.co/8OCgmnL3Bj
Rory Johnston称，UKMTO当天报告霍尔木兹海峡发生另外两起航运袭击，使其自9月30日以来在霍尔木兹及紧邻区域确认的袭击总数达到24起。他表示，向UKMTO报告是自愿的，通常上报较慢，且无法确认时不会报告；在误报较多的情况下，确认清单记录了袭击数量。 https://t.co/8OCgmnL3Bj
沙特确认，沙特阿美位于达兰的一栋行政大楼遭到袭击并起火。达兰是沙特阿美总部所在地，园区内有多栋建筑和封闭式住宅社区，但没有石油生产设施。
IMF在中东战争持续8个多月的背景下基本维持全球经济增长预测，并称全球经济再次显示出韧性。美国GDP预计2026年增长约2.3%，与2025年相同。
Good morning. Here's the usual summary table from the just-released World Economic Outlook from the IMF. More to follow. #economy #markets @IMFNews https://t.co/lptAHOJon5
Governor Waller participates in a discussion at the @BBGNewEconomy Forum 2026 Watch live: https://t.co/LRdfwsAu4K Learn more about Governor Waller: https://t.co/x9pLY09PF9
I agree with Mr. Batson; China needs more borrowing (used more efficiently) to support consumption and strengthen nominal GDP growth. I think many folks have the wrong intuition around an economy that saves 40% of GDP. It will either run massive external surpluses, or be in a 引用 @andrewbatson：@ni
Zelenskyy to Trump on Russian diesel supplies: "We do have influence over whether these ships can sail or not, whether these refineries can operate or not." 引用 @ZelenskyyUa：I don’t believe the volume of diesel Russia will export will affect the price. Moreover, we see that they can export from 300,
No Relief Coming At The Pump Despite all the rhetoric in recent days intended to create more product supply, it's all marginal in the face of an oil market that if anything looks like it's getting tighter. https://t.co/KLT3pxeovj
Ukraine has “influence over whether these ships can sail or not, whether these refineries can operate or not. … Electricity is what matters to us. That’s clear. If we can be guaranteed protection for our power system, then we will not strike Russia’s diesel infrastructure in 引用 @ZelenskyyUa：I don
NABE2026第二天开场，副主席 Nela Richardson 讨论最新展望调查。调查显示，中东冲突加剧通胀压力，部分传导至核心通胀，且美联储立场更加紧缩。
Fed communication has gotten a hair more dovish in recent weeks, per Fedlock https://t.co/zVh6WKpRAj https://t.co/xhAhrFzjb5
The Nobel Memorial Prize in Economic Sciences was awarded on Monday to Robert E. Hall and Michael Woodford “for microeconomic foundations of macroeconomic stabilization.” https://t.co/tDkez5xSH6
再看上周五推文聊的几个思路，这两天：1）伊朗袭击油轮、胡塞沙特对轰 ，油价不稳住市场也没稳住； https://t.co/5aoaaS2gMx 引用 @qinbafrank：近期的美股就是在被不断调教： 1）昨天盘前报道说美军已经做好准备川普要在中期选举前升级再动手，盘前油价上行长债收益率也上行，市场都在跌。 然后盘中川普说“正在跟伊朗讨论，我们不会在11月3日美国中期选举之前的任何时候攻击伊朗”，情绪开始缓解；
If the French-German spread ends October at these levels, it'll represent a higher monthly high than the worst of the Euro crisis. Still below the daily peak in 2011. https://t.co/eWGtM7Rutb
沙特宣布计划扩建绕过霍尔木兹海峡的关键东西向输油管道。该管道名义输送能力为 700 万桶/日，目前可能约为 600 万桶/日；此前一次袭击摧毁了一座泵站。
Summer 2007 when the math was pretty clear that the credit losses were going to be in the trillions. https://t.co/KzNYHtBczw https://t.co/X1BVMQ1hdU https://t.co/QqGudCeERV 引用 @riqsz5：For those who were adults during the 2008 financial crisis, what was your holy crap, the economy is actually crash
Hammack adds that Fed should act and markets react — encouraging to see rise in yields contributing to tighter policy stance, but stresses this is a function of Fed actions and signaling.
Hammack speaks about accountability and information in Fed providing forecasts — « but I’m not invested in SEP being right » She offers connecting the dots with economic forecasts to have a better understanding of individual reaction functions https://t.co/K61fi3nqKH
At #NABE2026, @ClevelandFed Pres Hammack says « policymakers need to explain the information & thought process behind our interest rate decisions. Explaining my reaction function is not a prediction for policy. It’s describing how I expect policy to adjust as conditions change » https://t.co/sqwUmpP
It'll be interesting to see who does/doesn't show up at the Future Investment Initiative conference in Riyadh later this month. https://t.co/SlujHF3KIY https://t.co/8c8MdKYEC9
Correlation vs causation vs intent - as we argue in the #GenevaReport, it is mostly about the inflation differential driven by China’s housing bust vs the West inflation surge, at the time of rapid tech progress. A Reverse Dutch Disease that benefits China @cepr_org https://t.co/XCDNy6qrki 引用 @Brad
UKMTO报告当天又有四起霍尔木兹海峡袭击事件被延迟报告。原文附有链接：https://t.co/bo7pnZtMVx