U.S. CONSUMER SENTIMENT SLIDES AS INFLATION FEARS RISE University of Michigan consumer sentiment fell to 48.1 in September from 51.7 in August, though slightly above expectations. Inflation expectations moved higher, with the 1-year outlook jumping to 4.6% from 4.0%. Long-term
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KATAYAMA, BESSENT 重申日元低估值得关注
KATAYAMA, BESSENT REAFFIRMED THAT YEN UNDERVALUATION IS MATTER OF CONCERN
FRANCE DEBT FEARS DRAW GREECE COMPARISONS Jupiter’s Ariel Bezalel warns France’s rising debt and political gridlock are increasingly reminiscent of Greece’s pre-crisis trajectory. French government debt has reached 117.5% of GDP and is projected to keep climbing, while
$AAPL - BERNSTEIN WARNS APPLE EARNINGS COULD DISAPPOINT Bernstein sees downside risk to Apple’s December-quarter earnings as sharply higher memory-chip costs pressure iPhone margins. The firm cut its EPS forecast to $2.87 from $3.00, below the $2.92 consensus. Despite the
$TSLA - TESLA ROBOT’S INTRICATE HANDS POSE MAJOR MANUFACTURING AND DURABILITY CHALLENGES - THE INFORMATION TESLA MANAGERS TOLD STAFFERS CO WANTS TO SET UP PRODUCTION LINE CAPABLE OF PRODUCING OVER A THOUSAND ROBOTS A WEEK BY YEAR END- THE INFORMATION
$TSLA - TESLA’S OPTIMUS HITS SNAGS IN HANDS, SUPPLIERS AS SCALE-UP BEGINS - THE INFORMATION TESLA HAS RAMPED UP PRODUCTION OF ITS OPTIMUS HUMANOID ROBOT ROUGHLY TENFOLD IN RECENT MONTHS - THE INFORMATION
HOUTHIS PLEDGE NOT TO TARGET EUROPEAN OR U.S. SHIPS Iran-backed Houthis have told the EU they will not target European ships in the Red Sea, according to the FT. The group said its operations near the Bab al-Mandeb Strait are not intended to disrupt international shipping. The
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*日本和美国财政部长讨论日元贬值:共同社
*JAPANESE, US FINANCE CHIEFS DISCUSS YEN DEPRECIATION: KYODO
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*格林尔:美国和加拿大进行了良好的对话,没有紧迫感
*GREER: US, CANADA HAVE GOOD CONVERSATIONS, NO URGENCY
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USTR GREER:与加拿大仍有大量强劲贸易 USTR GREER:加拿大人希望达成协议
USTR GREER: THERE IS STILL A LOT OF STRONG TRADE WITH CANADA USTR GREER: CANADIANS WANT A DEAL
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美国贸易代表格里尔:特朗普对我们在加拿大的处境感到满意 - CNBC
USTR GREER: TRUMP IS COMFORTABLE WITH WHERE WE ARE ON CANADA - CNBC
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*GREER:这些会谈中没有进行人工智能芯片的讨论
*GREER: AI CHIP DISCUSSIONS NOT HAPPENING IN THESE TALKS
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特朗普:与习主席的会晤对美国和中国都非常富有成效。
TRUMP: VERY PRODUCTIVE MEETING WITH PRESIDENT XI FOR BOTH U.S.A. AND CHINA.
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*中国、美国在受管理的贸易形势下取得了进展:格里尔 *格里尔:将于周一发布中美贸易谈判的详细信息
*CHINA, US IN A MANAGED TRADE SITUATION, HAD PROGRESS : GREER *GREER: WILL RELEASE DETAILS ON CHINA TRADE TALKS ON MONDAY
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美国贸易代表格里尔:与中国就出口管制和国家安全进行对话的可能性不大 - CNBC
USTR GREER: CONVERSATIONS WITH CHINA ABOUT EXPORT CONTROLS, NATIONAL SECURITY ARE OFF THE TABLE IN THESE TALKS -CNBC
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俄罗斯天然气工业股份公司上半年天然气产量增长3.4%,达到2165.5亿立方米 - IFX
GAZPROM INCREASED GAS PRODUCTION BY 3.4% IN THE FIRST HALF OF THE YEAR, TO 216.55 BILLION CUBIC METERS - IFX
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美国贸易代表格里尔:我们已与中国就可贸易的部分商品达成协议
USTR GREER: WE HAVE REACHED AGREEMENTS WITH CHINA ON SUBSET OF GOODS WE CAN TRADE
YIELD ON 30-YEAR U.S. TREASURY BONDS LAST UP 1.85 BASIS POINTS AT 5.481% U.S. TREASURY YIELDS RISE AFTER DURABLE GOODS DATA; YIELD ON 10-YEAR TREASURY NOTE LAST UP 2.36 BASIS POINTS AT 5.186%
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美国 8 月耐用品订单未变(市场预期 -0.4%)
US AUG DURABLES ORDERS UNCHANGED (CONSENSUS -0.4%)
GOLDMAN SEES AI CAPEX SURGING TO $1.2 TRILLION Goldman Sachs expects the five largest U.S. hyperscalers to boost AI infrastructure spending 54% to $1.2 trillion in 2027, above Wall Street estimates. Amazon, Alphabet, Microsoft, Oracle and Meta are already on track to spend $800
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美国天然气期货延续跌势,合约到期前交易波动导致价格下跌 5%
US NATURAL GAS FUTURES EXTEND LOSSES, PRICES DOWN BY 5% IN VOLATILE TRADE AHEAD OF CONTRACT EXPIRATION
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美国驻华大使:特朗普明确表示中国向伊朗提供的任何帮助都是完全不可接受的 - CNBC
US AMBASSADOR TO CHINA: TRUMP MADE CLEAR ANY HELP CHINA GIVES IRAN TOTALLY UNACCEPTABLE -CNBC
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美国驻华大使:特朗普与习近平进行了非常坦诚、开放的对话 - CNBC
US AMBASSADOR TO CHINA: TRUMP, XI HAD VERY CANDID, OPEN CONVERSATION - CNBC
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美国驻华大使:特朗普和习近平开始发展某种程度的信任关系
US AMBASSADOR TO CHINA: TRUMP, XI BEGINNING TO DEVELOP RELATIONSHIP OF SOMEWHAT TRUST
$MSTR - STRATEGY PROPOSES DAILY DIVIDENDS ON PREFERRED STOCK Strategy is seeking shareholder approval to shift four preferred-stock series — $STRF , $STRC, $STRK and $STRD — to daily dividend payments. The change would not alter dividend rates or total payment obligations, only
BARCLAYS WARNS STOCKS ARE NEARING A BREAKING POINT Barclays warns that rising bond yields are making equities less attractive, with the extra return stocks offer over bonds near multi-decade lows. Despite resilient earnings and AI-driven growth, oil above $100 and renewed