川普称普京同意向美国供应 300 万吨柴油
川普称俄罗斯总统普京已同意向美国供应 300 万吨柴油。原文还提到，美国正在援助乌克兰，同时拟从乌克兰的对手俄罗斯购买柴油。
#海外/地缘
X（推特）上的财经、科技与宏观账号
X·宏观AI 评分4242 X·宏观AI 评分2222 French versus Italian sovereign spreads:
French versus Italian sovereign spreads: What Bloomberg is reporting here was thought unlikely, if not unthinkable, not so long ago. #economy #markets #europe #france #italy https://t.co/MEMDAXSGGV
X·宏观AI 评分1212 Posted earlier:
Posted earlier: FYI, on the growing risks of repeated US interventions to sway market pricing: https://t.co/36nBr4ORK1 @FT #economy #markets
X·宏观AI 评分7171 伊朗革命卫队称将袭击在该地区使用“非法”航线穿越霍尔木兹海峡的船只
伊朗革命卫队称，将袭击在该地区使用“非法”航线穿越霍尔木兹海峡的船只，威胁范围不限于海峡咽喉附近。
X·宏观AI 评分5656 蒂米劳斯转述美联储理事沃勒谈口头指引与近期利率路径
美联储理事克里斯·沃勒称，在需要时口头指引可以用于塑造市场对近期利率路径的预期，并称上周发生的事是更明确的前瞻指引。引用内容中，沃勒预计还需加息，以支持通胀更及时地回到2%的目标；加息不必在连续会议上进行，但应在可接受的时间内落实。
X·宏观AI 评分77 Read more about the latest developments in Canadian crude oil differentials and the fundamentals…
Read more about the latest developments in Canadian crude oil differentials and the fundamentals that drive them in the latest edition of our North American Oil Data Deck: https://t.co/Wgy82jyfPz
X·宏观AI 评分4242 X·宏观：英国海事贸易行动办公室报告海湾地区再遭一起航运袭击
英国海事贸易行动办公室报告，海湾地区再次发生航运袭击。袭击正向西扩展，远离实际经由霍尔木兹海峡的航运交通；自上周三以来已发生15起袭击。CENTCOM仍未作出报复回应。
X·宏观AI 评分5858 密歇根大学10月通胀预期：1年期为4.7%，5—10年期为3.5%
密歇根大学10月通胀预期显示，1年期为4.7%，低于4.8%预期、高于4.6%前值；5—10年期为3.5%，符合3.5%预期，高于3.4%前值。原文链接：https://t.co/9HseCJEdie
X·宏观AI 评分4848 Cook律师质疑罢免Cook的听证会是否合法
Cook的律师表示，鉴于总统多次称已决定解雇Cook、无论事实和证据如何，他们严重怀疑这场听证会是否合法；律师称，如果……（原文在此截断）
X·宏观AI 评分4949 特朗普成立委员会评估针对美联储理事 Lisa Cook 的抵押贷款欺诈指控，并安排听证会
特朗普成立委员会，评估针对美联储理事 Lisa Cook 的抵押贷款欺诈指控。委员会安排于 Nov. 5 在白宫举行现场听证会，Lisa Cook 将出席并接受委员会及其代表质询。
X·宏观AI 评分4646 2026年9月美国失业率基本持平于4.2%
2026年9月，美国失业率基本持平在4.2%。
X·宏观AI 评分5858 霍尔木兹海峡七日平均石油流量9月24日峰值达1620万桶/日
最新估算显示，霍尔木兹海峡七日平均石油流量于9月24日达到峰值1620万桶/日。随后伊朗航运袭击增加，流量回落约300万至400万桶/日；过去两周流量为1200万至1300万桶/日。
X·宏观AI 评分4545 Joe发布海湾航运遇袭升级图表
海湾航运仍然危险，伊朗邻近水域确认遭袭船只数量维持高位。10月9日的7日累计确认命中数为8次，低于峰值11次，但除战争开始时的几天外，高于其他任何一周。
X·宏观AI 评分2929 That matters because China's underlying need to export remains strong (weak internal demand)…
That matters because China's underlying need to export remains strong (weak internal demand), China's currency remains undervalued (even with the recent move tied to dollar strength) and China's current export wave is broad based -- sectoral measures won't stop the tide 7/7
X·宏观AI 评分1717 I also will be watching the time frame for other safeguards cases, and the associated negotiations…
I also will be watching the time frame for other safeguards cases, and the associated negotiations around the level of China's tariff rate quota (assuming that the hybrid safeguard is indeed a model) 6/
X·宏观AI 评分4747 欧盟认为中国事实上接受了大幅削减混合动力汽车和插电式混合动力汽车出口的配额
欧盟认为，中国事实上已接受一项配额，将大幅减少混合动力汽车和插电式混合动力汽车出口。过去12个月，欧盟从中国进口约55万辆混合动力汽车；过去3个月按年化计算，进口总量则更接近……
X·宏观AI 评分1818 From Egan Jones. Since 2004, the Chinese economy has outgrown the US by basically any metric you…
From Egan Jones. Since 2004, the Chinese economy has outgrown the US by basically any metric you can think of. But American financial assets have clobbered Chinese ones however you measure it. https://t.co/D3KUGuhtHG
X·宏观AI 评分3737 lol, 500 kt in November is only 125 kbpd of diesel.
lol, 500 kt in November is only 125 kbpd of diesel. Russia usually exports nearly ten times that volume when its refinery fleet isn't getting bombed by Ukrainian drones 引用 @DeItaone：TRUMP ANNOUNCES DEAL WITH PUTIN FOR RUSSIAN DIESEL SUPPLIES President Trump says he held a “highly successful” disc
X·宏观AI 评分3939 BREAKING: US President Trump says he has agreed with Vladimir Putin that Russia would export “to…
BREAKING: US President Trump says he has agreed with Vladimir Putin that Russia would export “to the American and Global Marketplace” diesel. The quantities are, however quite small to make a meaningful impact. Trump says Russia will export immediately ~300,000 tonnes (~2.2 https://t.co/9anQ66GsXq
X·宏观AI 评分11 The reaction of European governments will be fascinating.
The reaction of European governments will be fascinating. #economy #markets #energy #diesel @cnbc https://t.co/L6Iw3HKzQA
X·宏观AI 评分4747 美国取消对俄罗斯原产柴油的制裁，莫斯科承诺11月供应50万吨柴油
美国取消对俄罗斯原产柴油的制裁后，莫斯科承诺11月提供50万吨柴油。Rory Johnston称，这相当于每日12.5万桶；俄罗斯炼油厂未遭乌克兰无人机袭击时，柴油出口量通常接近这一水平的十倍。
X·宏观AI 评分1313 Full headline is 1 days consumption? I mean thanks I guess.
Full headline is 1 days consumption? I mean thanks I guess. 引用 @financialjuice：Trump: Putin Agreed to Release Diesel Into Global Oil Market - Truth Social https://t.co/PcQn6r7Nxk
X·宏观AI 评分1616 Why is the White House holding a hearing on Fed governor Lisa Cook now? Trump explained why in July.
Why is the White House holding a hearing on Fed governor Lisa Cook now? Trump explained why in July. After the Supreme Court let Cook keep her seat while she challenges his attempt to fire her, Trump said on CNBC that the court "sent it back, not based on the merits. They sent 引用 @NickTimiraos：Mo
X·宏观AI 评分2929 The September surge in Korean/ Taiwanese exports (mostly chips) strongly suggests that the…
The September surge in Korean/ Taiwanese exports (mostly chips) strongly suggests that the September/October US deficit will also rise further ... (last US data point is August ... and the deficit has been trending up since May ...)
X·宏观AI 评分1616 I assume the tariff rate quota that limits China's exports of hybrids and plug in hybrids will be…
I assume the tariff rate quota that limits China's exports of hybrids and plug in hybrids will be binding -- and the "understanding" is that China's won't retaliate for a quota that preserves some fraction of their current exports. 引用 @jojjeols：The problem with "understandings" are that they are no
X·宏观AI 评分3737 Let’s than a month since Congress voted for (and President Trump signed into law) the “Lindsey O.…
Let’s than a month since Congress voted for (and President Trump signed into law) the “Lindsey O. Graham Sanctioning Russia and Iran Act of 2026” that gives the White House huge powers to limit the Kremlin’s sales of energy, the first move is to lift sanctions on Russian diesel.
X·宏观AI 评分22 Notes on the Data have been added for the following as-of-date: September 30, 2026. (2/2)
Notes on the Data have been added for the following as-of-date: September 30, 2026. (2/2)
X·宏观AI 评分2626 The Trump-Putin deal on diesel puts Ukrainian leader Volodymyr Zelensky in a difficult spot: if…
The Trump-Putin deal on diesel puts Ukrainian leader Volodymyr Zelensky in a difficult spot: if Kyiv continues blowing up Russian refineries, Zelenskyy would be directly jeopardising a political and economic deal between Washington and Moscow.
X·宏观AI 评分5252 Rory Johnston《石油背景周报》：伊朗航运遇袭加剧，原油上涨
Rory Johnston称，原油上涨，战事中伊朗航运遇袭的强度达到最急剧的节奏，使此前经霍尔木兹海峡的石油流量恢复出现逆转。推文还称，白宫在柴油问题上愈发急切，并表示完整报告见回复：https://t.co/BjdajgN5Jb
X·科技公司AI 评分1717 Internet connectivity enables education & prosperity
Internet connectivity enables education & prosperity 引用 @AsFoundX：🚨 ELON MUSK ON INTERNET AND POVERTY Elon said the single biggest thing you can do to lift people out of poverty is give them an internet connection. Once people have internet, they can learn almost anything for free and sell their
X·宏观AI 评分4444 美国财政年度赤字升至近2万亿美元，约占GDP的6%
美国截至9月30日的财政年度预算赤字升至近2万亿美元，具体为1.993万亿美元。尽管经济表现稳健，美国赤字仍约占GDP的6%。
X·宏观AI 评分3838 近期的美股就是在被不断调教：
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； 引用 @qinbafrank：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:/
X·宏观AI 评分3838 Taking a step back from the ups-and-downs of the oil market, one remarkable feat: global economic…
Taking a step back from the ups-and-downs of the oil market, one remarkable feat: global economic growth remains largely unchanged since the spring. @KGeorgieva: "Steady global growth has continued" The IMF/WB annual gathering is next week: https://t.co/Rn1XhHXA5L
X·财经博主AI 评分1313 Interesting -- despite all the news on AI politicization and data center pushbacks, only ~8% of…
Interesting -- despite all the news on AI politicization and data center pushbacks, only ~8% of voters rank it as the top issue per recent Echelon Insights polling https://t.co/sgIFquDYWF
X·财经博主AI 评分3232 Some red meat for in Cembalest's latest (cc: )
Some red meat for @friedberg in Cembalest's latest (cc: @Jason @theallinpod) >"By 2030-2031, 100% of Federal tax revenues are projected by the CBO to be needed just to pay entitlements and interest on the Federal debt. Something may have to give by then, possibly after a riot in https://t.co/rCamOH
X·宏观AI 评分2525 关于大饼及加密的这一波调整原因是什么以及之后怎么看？个人应该是X比较早预警调整要来的，最早是9月28号聊到（引用的推文）：准备金已经回落，意味着流动性开始收紧9月中下特别是10月下旬需要谨慎、10月下…
关于大饼及加密的这一波调整原因是什么以及之后怎么看？个人应该是X比较早预警调整要来的，最早是9月28号聊到（引用的推文）：准备金已经回落，意味着流动性开始收紧9月中下特别是10月下旬需要谨慎、10月下旬可能是年内流动性的最低点，已经给这次一调整预警了。 https://t.co/jJpEaJwrYp 引用 @qinbafrank：对于大饼和加密，需要关注一些流动性的变化。银行准备金上上周3.03万亿，上周已经回落到2.96万亿。之前8月20号的推文有聊到：从流动性的角度看、近期币市应该还可以，直到9月中。9月中下特别是10月下旬需要谨慎、10月下旬可能是年内流动性的最低点。然后年底又可以更乐
X·宏观AI 评分2626 美国政府是在卖币么？关于这一点，分析值得看看。Galaxy没有把这一波美国政府相关比特币转入Coinbase Prime写成已经卖出。他们前天的链上帖做的是来源拆解和持仓核算：确认币进了美国政府在Co…
美国政府是在卖币么？关于这一点，@glxyresearch的这篇分析值得看看。Galaxy没有把这一波美国政府相关比特币转入Coinbase Prime写成已经卖出。他们前天的链上帖做的是来源拆解和持仓核算：确认币进了美国政府在Coinbase https://t.co/wEz4ub3CCJ 引用 @qinbafrank：关于大饼及加密的这一波调整原因是什么以及之后怎么看？个人应该是X比较早预警调整要来的，最早是9月28号聊到（引用的推文）：准备金已经回落，意味着流动性开始收紧9月中下特别是10月下旬需要谨慎、10月下旬可能是年内流动性的最低点，已经给这次一调整预警了。 https://t.
X·宏观AI 评分2828 Korea is heading for a current account surplus of close to $500 billion this year --
Korea is heading for a current account surplus of close to $500 billion this year -- That of course raises the question of how is the surplus being recycled. Korean purchases of US equities is definitely a big part of the answer, but no longer the entire answer 1/many https://t.co/R6Pq60XPjJ
X·宏观AI 评分55 And the sums involved are so staggeringly big that they are bound to leave traces (Korea is now…
And the sums involved are so staggeringly big that they are bound to leave traces (Korea is now similar to China in that respect) 9/9 https://t.co/k0ix5xriL0
X·宏观AI 评分1212 Equity outflows were almost the entire answer in the first half of the year (foreigners selling…
Equity outflows were almost the entire answer in the first half of the year (foreigners selling Korean stocks because of concentration limits/ Koreans buying foreign stocks) but not in July and August 2/ https://t.co/V1iKtMdXzi