ISM SERVICES SEEN EASING SLIGHTLY AS PRICE PRESSURES RISE September ISM Services PMI is expected at 55.0, down slightly from 55.4 in August. Employment is seen improving to 48.8 from 47.8, while New Orders are expected to ease to 60.3 from 60.9. The bigger focus is inflation:
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柏林和巴黎浮动贸易工具将限制中国进入欧盟市场
BERLIN, PARIS FLOAT TRADE TOOL TO CUT CHINA ACCESS TO EU MARKET
YIELD ON 30-YEAR U.S. TREASURY BONDS UP 2.64 BASIS POINTS AT 5.656% U.S. TREASURY YIELDS RISE; YIELD ON 10-YEAR TREASURY NOTE LAST UP 2.34 BASIS POINTS AT 5.3%
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胡塞武装表示，只要沙特“侵略”持续，沙特领空就不会安全 - 胡塞武装附属媒体
HOUTHI-RUN BODY SAYS SAUDI AIRSPACE WILL NOT BE SAFE AS LONG AS SAUDI 'AGGRESSION' CONTINUES - HOUTHI-AFFILIATED MEDIA
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胡塞组织向在沙特领空飞行的航空公司发出警告 - 胡塞武装附属媒体
HOUTHI-RUN BODY ISSUES WARNING FOR AIRLINES FLYING IN SAUDI AIRSPACE - HOUTHI AFFILIATED MEDIA
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博尔索纳罗在总统选举中胜出预期后，巴西雷亚尔兑美元升值超过 4%
BRAZILIAN REAL STRENGTHENS OVER 4% VS US DOLLAR AFTER BOLSONARO BEATS EXPECTATIONS IN PRESIDENTIAL VOTE
$MSTR - STRATEGY BUYS MORE BITCOIN, HOLDINGS REACH 848,000 BTC Strategy acquired 334 BTC for $28.7 million at an average price of $85,839, bringing total holdings to 848,000 BTC worth $63.97 billion at cost. The company also sold 92,894 MSTR shares, raising $15.7 million used
YEMEN GOVERNMENT FORCES CLAIM CONTROL OF BAB EL-MANDEB Yemeni government forces say they have seized the Bab el-Mandeb area and Dhubab airport as part of the newly launched “Yemen Dawn” offensive. Reuters reports government forces have captured key positions and large parts of
TECH BILLIONAIRES ADD RECORD $845 BILLION IN 2026 The world’s roughly 100 tech billionaires added a record $845 billion through September, driven by the AI boom and surging U.S. technology stocks. Their combined wealth reached $4.6 trillion, while billionaires outside tech lost
BUNDESBANK CHIEF WARNS GERMANY OVER LOW GAS STORAGE Bundesbank President Joachim Nagel criticized Germany’s slow pace of rebuilding natural gas inventories, warning it could add to inflation risks this winter. German storage sites are only around 59% full, the lowest seasonal
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$SPCX - 摩根士丹利：SPACEX“越来越便宜” 摩根士丹利重申对 SpaceX 的增持，目标价为 300 美元，认为一旦考虑到其增长状况，该股看起来很便宜。分析师 Adam Jonas 表示，SpaceX 的股价比大型 AI 同行低约 40%
$SPCX - MORGAN STANLEY: SPACEX “CHEAP AND GETTING CHEAPER” Morgan Stanley reiterates Overweight on SpaceX with a $300 price target, arguing the stock looks cheap once its growth profile is considered. Analyst Adam Jonas says SpaceX trades roughly 40% below mega-cap AI peers on
CITI ADDS FOUR STOCKS TO 90-DAY UPSIDE CATALYST WATCH Citi has added four healthcare stocks to its 90-Day Upside Catalyst Watch List: • Sight Sciences ( $SGHT) • Zimmer Biomet ( $ZBH) • Edwards Lifesciences ( $EW) • Boston Scientific ( $BSX) The additions signal Citi sees
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当地官员称，法国学校抗议期间，一名 15 岁学生的手被炸断
FIFTEEN-YEAR-OLD STUDENT HAS HAND BLOWN OFF DURING FRENCH SCHOOL PROTESTS, LOCAL OFFICIAL SAYS
IRGC THREATENS TANKER IN STRAIT OF HORMUZ UKMTO says a tanker transiting the Strait of Hormuz was hailed by Iran’s IRGC and instructed to turn back or risk being targeted. The tanker complied with the order. The incident was reported 11 nautical miles north of Khasab, Oman,
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🇺🇸 总统日历 — 2026 年 10 月 5 日星期一 🔸8:00 AM ET — 行政时间 — 白宫 🔸9:00 AM ET — 城内泳池通话时间 🔸10:00 AM ET — 政策会议 — 椭圆形办公室 🔸12:30 PM ET — 政策会议 — 椭圆形办公室🔸美国东部时间下午 1:30 — 政策会议 — 椭圆形办公室 🔸美国东部时间下午 1:55
🇺🇸 PRESIDENT’S CALENDAR — MONDAY, OCTOBER 5, 2026 🔸8:00 AM ET — Executive Time — White House 🔸9:00 AM ET — In-Town Pool Call Time 🔸10:00 AM ET — Policy Meeting — Oval Office 🔸12:30 PM ET — Policy Meeting — Oval Office 🔸1:30 PM ET — Policy Meeting — Oval Office 🔸1:55 PM ET
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🇺🇸 今日看点 — 美国市场 🔸9:20 AM ET — 🇺🇸 纽约联储票据购买，4-12 个月 🔸9:45 AM ET — 🇺🇸 标准普尔全球服务 PMI — 最终 🔸9:45 AM ET — 🇺🇸标准普尔全球综合 PMI — 最终 🔥 东部时间上午 10:00 — ISM 服务 PMI 共识：55.7 |上一篇： 55.4 关键组件
🇺🇸 WHAT TO WATCH TODAY — U.S. MARKETS 🔸9:20 AM ET — 🇺🇸 NY Fed Bill Purchases, 4–12 months 🔸9:45 AM ET — 🇺🇸 S&P Global Services PMI — Final 🔸9:45 AM ET — 🇺🇸 S&P Global Composite PMI — Final 🔥 10:00 AM ET — ISM SERVICES PMI Consensus: 55.7 | Previous: 55.4 Key components to
BOFA: ACTIVE FUNDS STRUGGLE AS MEGACAPS DOMINATE Just 44% of large-cap active funds beat their benchmarks in September, as market leadership narrowed sharply toward megacaps, according to BofA. The cap-weighted S&P 500 outperformed its equal-weight counterpart by nearly 5
JPMORGAN: BOND YIELD SPIKE WON’T DERAIL STOCKS JPMorgan says the recent surge in bond yields should not cause lasting damage to equities, expecting yields to retreat from current highs. Strategist Mislav Matejka sees resilient economic growth and strong corporate earnings
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Capital 称，比特币反弹重振“贬值贸易” 比特币涨至 86,000 美元，反映出对反法定对冲的新需求。 com 的凯尔·罗达。 Rodda 将此举与 Scott Bessent 对国债市场的干预联系起来，他认为比特币越来越多地作为一种交易工具进行交易。
BITCOIN RALLY REVIVES “DEBASEMENT TRADE” Bitcoin’s rally toward $86,000 reflects renewed demand for an anti-fiat hedge, according to Capital. com’s Kyle Rodda. Rodda links the move to Scott Bessent’s intervention in Treasury markets, arguing Bitcoin is increasingly trading as a
$COIN - BOFA RAISES COINBASE TARGET TO $203 BofA raised its Coinbase price target to $203 from $174, reiterating a Buy rating. The bank lifted its 2027–2028 EPS forecasts on expectations for stronger stablecoin revenue following September’s Fed hike. However, near-term
OPENAI INTRODUCES NEW VISUAL ADS IN CHATGPT OpenAI is introducing a new visual advertising format in ChatGPT, with U.S. testing beginning later this month among an initial group of advertisers. The format will initially appear during image generation. OpenAI is also partnering
Exclusive — President of Cyprus: ‘Sky Is the Limit’ for Bilateral Relations with USA, Trump Has ‘Unique Advantage’ in Negotiations Because ‘You Know Where You Stand’ with POTUS: https://www.breitbart.com/politics/2026/10/04/exclusive-president-of-cyprus-sky-is-the-limit-for-bilateral-relations-with-usa-trump-has-unique-advantage-in-negotiations-because-you-know-whe/
125 Million People voted today in the first round of India’s Presidential Election. The results came out shortly after the vote closed, on the SAME DAY! In Detroit, Philadelphia, California, and numerous other U.S. Cities and States, the results, with much smaller numbers, will often take weeks to Rig, I mean, calculate. Voting in America is CORRUPT!!! President DJT
ALTMAN: WORLD SHOULD ACCEPT SOME AI RISKS OpenAI CEO Sam Altman says “the world should accept some bad things happening” to keep AI broadly accessible, arguing that people will ultimately use the technology for far more good than harm. Altman drew the line at catastrophic risks