FEDERATED HERMES: DON’T RUSH INTO BONDS YET Treasury yields are at some of their highest levels in a generation, but Federated Hermes CIO R.J. Gallo says elevated rate volatility means it may be too early to buy aggressively. He warns another wave of bond-fund selling could
S&P 500 BREADTH FLASHES RARE WARNING The equal-weight S&P 500 is heading for a seventh straight weekly decline — something seen only twice before, during 2002 and 2022 bear markets. Yet the headline S&P 500 remains broadly stable, as tech megacaps mask deeper weakness
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意大利将欧盟与西班牙申根自由边界协议的暂停期限延长至十月中旬 - 声明
ITALY PROLONGS UNTIL MID-OCTOBER SUSPENSION OF EU'S SCHENGEN FREE BORDER AGREEMENT WITH SPAIN - STATEMENT
SPACEXAI CONSIDERS $100 GROK “ULTRA” SUBSCRIPTION Elon Musk’s SpaceXAI is considering a four-tier subscription model combining Grok and X, Bloomberg reports. Plans reportedly range from a free tier to a $100-per-month “Ultra” package, which would include access to the Grok Bot
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*特朗普:过去三天石油从霍尔木兹流出的量创历史新高
*TRUMP: HISTORIC FLOWS OF OIL OUT OF HORMUZ IN LAST 3 DAYS
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*特朗普就伊朗问题:你很快就会看到事情发生
*TRUMP ON IRAN: YOU WILL SEE THINGS HAPPENING VERY SOON
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ANTHROPIC:《克劳德政府》现已全面上市
ANTHROPIC: CLAUDE FOR GOVERNMENT IS NOW GENERALLY AVAILABLE
U.S. 10-YEAR YIELD HITS 24-YEAR HIGH The 10-year Treasury yield surged to 5.304%, surpassing its 2007 peak and reaching the highest level since May 2002. Persistent energy-driven inflation concerns and stronger U.S. economic data are fueling the bond selloff. Analysts also
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美国 10 年期国债收益率触及 5.304%,为 2002 年 5 月以来的最高水平
U.S. 10-YEAR TREASURY YIELD TOUCHES 5.304%, HIGHEST SINCE MAY 2002
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限制与数据中心相关的电费上涨的立法未能在美国参议院获得足够的支持;投票仍在继续
LEGISLATION TO CAP ELECTRICITY BILL HIKES TIED TO DATA CENTERS FAILS TO GAIN ENOUGH VOTES TO ADVANCE IN US SENATE; VOTING CONTINUES
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特朗普谈社会真相:我很高兴地宣布,最后一批美国军队即将离开伊拉克
TRUMP ON TRUTH SOCIAL: I AM PLEASED TO ANNOUNCE, THE LAST AMERICAN FORCES ARE LEAVING IRAQ
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特朗普:我们带着一位出色的新总理离开伊拉克
TRUMP: WE LEAVE IRAQ WITH A WONDERFUL NEW PRIME MINISTER
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今天,我很高兴地宣布,最后一批美军即将离开伊拉克!已经有很长一段时间了,非常糟糕的决策让我们首先陷入了这个泥潭,但很快,这将成为历史的一部分。这对美国来说是一个伟大的日子,重要的是,我们离开伊拉克时,伊拉克迎来了一位出色的新总理阿里·扎伊迪,我从一开始就支持并完全赞同他。他赢得了一场原本没有预料到的选举,而且以压倒性优势赢得了胜利!“固有决心行动”于 2003 年在乔治·W·布什 (George W. Bush) 总统任期内启动,并于 2014 年在巴拉克·侯赛因·奥巴马 (Barack Hussein Obama) 和瞌睡乔·拜登 (Sleepy Joe Biden) 政府的领导下继续进行,“固有决心行动”于 2026 年在唐纳德·J·特朗普 (Donald J. Trump) 总统的领导下结束。这一天是美国的胜利,是伊拉克的胜利,也是对伊斯兰国的决定性胜利,伊斯兰国已被第一任期的特朗普政府和其他非常糟糕和危险的参与者彻底摧毁。与阿富汗不同的是,阿富汗留下了许多军事装备和其他一切,13名战士死亡,其中许多人受重伤,联军部队和装备有序离开埃尔比勒空军基地,标志着一次非常昂贵的地狱之旅的结束。我设定了明确的任务,为我们的指挥官提供了完成任务的工具,并拒绝让临时存在成为永久存在。我可以选择留下或离开,毫无疑问,我觉得是时候让美国回家了!扎伊迪总理非常出色,希望他能够很好地处理事情。我们是来对抗哈里发国的。不再有哈里发国。我们要回家了!唐纳德·J·特朗普总统
Today, I am pleased to announce, that the last American Forces are leaving Iraq! It has been a long time, with very bad decision-making that got us involved in this quagmire in the first place, but soon, that will be part of History. This is a Great Day for America and, importantly, we leave with Iraq having a wonderful new Prime Minister, Ali al-Zaidi, somebody I supported from the beginning and fully endorsed. He won an Election that he was not expected to win, and did so, in a landslide!Launched in 2003 under the presidency of George W. Bush, and continued under the Administration of Barack Hussein Obama in 2014, and Sleepy Joe Biden, Operation Inherent Resolve ends in 2026 under the leadership of President Donald J. Trump. This Day is a victory for the United States, a victory for Iraq, and a decisive victory over ISIS, which has been completely decimated by the Trump Administration, First Term, along with other very bad and dangerous players. Unlike Afghanistan, where much Military Equipment and everything else was left behind, and 13 Warriors lie dead, with many badly wounded, this orderly departure of Coalition forces and equipment from Erbil Air Base marks the end of a very expensive excursion into Hell. I set a clear mission, gave our Commanders the tools to finish it, and refused to let a temporary presence become a permanent one. I had a choice to stay or to leave, and felt, without question, that it was time for America to go home! Prime Minister al-Zaidi, is outstanding, and he will hopefully be able to handle things very well. We came to fight a caliphate. There is no longer a caliphate. We are going home! President DONALD J. TRUMP
GOLDMAN PUSHES NEXT FED HIKE TO DECEMBER Goldman Sachs now says an October Fed hike is unlikely, pushing its forecast for the next increase to December after softer inflation data. Core PCE fell to 3.01% YoY, well below expectations, with Goldman now forecasting 3.0% Q4/Q4 core
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*美联储监管机构发现翻修项目不存在任何刑事违法行为
*FED WATCHDOG FINDS NO CRIMINAL VIOLATIONS IN RENOVATION PROJECT
Our Nation is doing really well, in many ways, better than ever before, but the Public just doesn’t know how well we’re doing. The Fake News Media refuses to disseminate our Record Setting Numbers, so I’m doing the best I can to do it myself! President DONALD J. TRUMP
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为什么福克斯新闻总是让查克·舒默、哈基姆·杰弗里斯、杰西卡·塔洛夫和每一个民主党人都站出来,说共和党的坏话,当然还有我的坏话?我实际上认为他们比亲共和党人获得更多的播出时间。这就是为什么 MAGA 和真正的爱国者永远不会喜欢福克斯!他们不断地重复完全负面的叙述,然后我们得到快速的反驳。我赢得了全部三场选举,这真是太神奇了。反对的声音很大,但战斗仍在继续!唐纳德·J·特朗普总统
Why does FoxNews always put Chuck Schumer, Hakeem Jeffries, Jessica Tarlov, and every Democrat on, saying bad things about the Republican Party and, of course, me? I actually think they get more airtime than Pro Republicans. This is why MAGA, and REAL Patriots, will never like Fox! They repeat a completely negative narrative, on and on it goes, and then we get a quick retort. It’s truly amazing that I won all three Elections. The opposition is enormous, but the fight goes on! President DONALD J. TRUMP
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欧洲央行的拉加德告诉拉克鲁瓦,如果我提前离开欧洲央行, “这只会持续几个月”
ECB'S LAGARDE TELLS LA CROIX IF I LEAVE ECB EARLY, "IT WILL ONLY BE BY A FEW MONTHS"
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拉克鲁瓦报纸问欧洲央行的拉加德她是否会成为法国总统候选人,他说“这根本不是一个好主意”
ECB'S LAGARDE, ASKED BY LA CROIX NEWSPAPER IF SHE WOULD BE A FRENCH PRESIDENTIAL CANDIDATE, SAYS 'THAT WOULD NOT BE A GOOD IDEA AT ALL'
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欧洲央行( ECB )的拉加德( LAGARDE )告诉拉克鲁瓦( LA CROIX )报纸,法国的债务状况严重,占GDP的120 % ,并且没有降低债务的
ECB'S LAGARDE TELLS LA CROIX NEWSPAPER FRANCE'S DEBT SITUATION IS SERIOUS AT 120% OF GDP AND WITHOUT A PATH TO LOWERING
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EIA 存储报告发布后,美国柴油期货延续涨势,上涨 4.5%
U.S. DIESEL FUTURES EXTEND GAINS, UP 4.5%, AFTER EIA STORAGE REPORT
$LLY - ELI LILLY’S NEW OBESITY DRUG DELIVERS 23.3% WEIGHT LOSS Eli Lilly’s experimental drug eloralintide, combined with Zepbound, delivered 23.3% average weight loss over roughly 11 months, compared with 14.8% for Zepbound alone in patients with Type 2 diabetes. However,
U.S. INFLATION BREADTH SHOWS SIGNS OF COOLING Despite softer core PCE revisions, 51% of the PCE basket is still rising at 3% or more annually, little changed from recent months. However, the share experiencing inflation above 3% on a six-month annualized basis fell to 44% in
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墨西哥对美国削减钢铁和汽车关税的协议越来越有信心
MEXICO GROWS CONFIDENT ON US DEAL TO CUT STEEL, AUTO TARIFFS
FTC LAUNCHES INDUSTRY-WIDE AI PROBE AFTER HUGGING FACE INCIDENT The U.S. Federal Trade Commission is conducting an industry-wide AI investigation following the Hugging Face incident, according to a source. The FTC reportedly plans to issue civil investigative demands to OpenAI,
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*特朗普今天宣布韩国对美国投资 200B 美元 *特朗普宣布韩国资助 8 座核电站
*TRUMP ANNOUNCING TODAY SOUTH KOREA'S $200B INVESTMENT IN US *TRUMP TO ANNOUNCE 8 NUCLEAR POWER PLANTS FUNDED BY S.KOREA
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*美国九月。 MNI 芝加哥报告商业指数为 58.8;美国东部时间51.0
*US SEPT. MNI CHICAGO REPORT BUSINESS INDEX AT 58.8; EST 51.0
MIDDLE EAST CRUDE EXPORTS RECOVER TO PREWAR LEVELS, ANALYSTS SAY GOLDMAN ESTIMATES CRUDE EXPORTS FROM PERSIAN GULF PRODUCERS AT 19 MILLION B/D INCREASED HORMUZ EXPORTS DROVE RECOVERY, GOLDMAN SAYS JPM ESTIMATES CRUDE EXPORTS HIT 98% OF PREWAR LEVELS
MIDDLE EAST CRUDE EXPORTS RECOVER TO PREWAR LEVELS Middle East crude exports have rebounded to 98% of prewar levels, reaching roughly 17.5 million barrels per day, according to JPMorgan. Producers are increasingly bypassing Hormuz through alternative pipelines, ports and