GERMAN INFLATION HITS HIGHEST LEVEL IN NEARLY 3 YEARS Germany’s September inflation accelerated to 3.3% YoY, above the 3.2% forecast, driven primarily by surging energy costs. With inflation also accelerating across France, Italy and Spain, eurozone inflation is expected to
U.S. TREASURIES END A BRUTAL QUARTER The U.S. bond market is closing Q3 after a relentless selloff, with 10- and 30-year Treasury yields reaching multidecade highs. According to WSJ/Dow Jones Market Data: 🔸10-year: +85 bps, biggest quarterly rise since 2016. 🔸2-year: +75
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IRAN: EXPLOSION REPORTED IN ZAHEDAN Iran’s Fars News Agency reports that an explosion was heard near Jomhuri Boulevard in Zahedan. The source of the blast remains unknown, with authorities yet to provide further details. More information is expected as the situation develops.
GOLDMAN: U.S. PENSION FUNDS SET TO SELL $33 BILLION IN STOCKS Goldman Sachs estimates $33 billion in U.S. pension fund equity selling around September month-end, a flow ranking in the 98th percentile since 2000. Meanwhile, systematic CTAs could provide an offset, buying $11.5
GOLDMAN: GULF OIL EXPORTS FULLY RECOVER TO 2025 LEVELS Persian Gulf oil exports have doubled in September, reaching 23.3 million barrels per day, according to Goldman Sachs. Crude shipments have recovered to 108% of their 2025 average, but key refined products, including diesel
U.S. MORTGAGE RATES SURGE TO 7.30% The average 30-year fixed mortgage contract rate climbed to 7.30%, up 18 basis points in one week and 84 basis points year-over-year, according to the MBA. The 15-year fixed rate rose to 6.56%, while the 5-year adjustable rate jumped 37 basis
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*美国 30 年期固定抵押贷款飙升至 7.3%,为 11 月以来的最高水平2023年
*US 30-YR FIXED MORTGAGE SURGES TO 7.3%, HIGHEST SINCE NOV. 2023
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UBS: HIGHER INTEREST RATES COULD BENEFIT HEDGE FUNDS UBS says the current environment of elevated interest rates could support hedge fund performance, citing historical resilience during monetary tightening. Hedge funds have generated positive cumulative returns during every
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Arthur Hayes 预计比特币到 2030 年将达到 100 万美元 Maelstrom 首席信息官 Arthur Hayes 预测,比特币到 2030 年可能达到 100 万美元,最强劲的反弹将在 2027 年底或 2028 年初。他的论点是:人工智能基础设施泡沫破裂,因为数据中心收入无法证明大规模的投资是合理的
ARTHUR HAYES SEES BITCOIN AT $1 MILLION BY 2030 Maelstrom CIO Arthur Hayes predicts Bitcoin could reach $1 million by 2030, with its strongest rally in late 2027 or early 2028. His thesis: an AI infrastructure bubble bursts as data-center revenues fail to justify massive
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MAELSTROM CIO 表示,到 2030 年,比特币价格可能达到每枚 100 万美元 MAELSTROM CIO HAYES 预计比特币将在 2027 年底、2028 年初出现爆炸性上涨 Hayes 认为人工智能投资泡沫破灭将引发数万亿美元的救助
BITCOIN PRICE COULD REACH $1 MILLION PER COIN BY 2030, MAELSTROM CIO SAYS MAELSTROM CIO HAYES EXPECTS EXPLOSIVE BITCOIN RALLY IN LATE 2027, EARLY 2028 HAYES SEES AI-INVESTMENT BUST TRIGGERING TRILLIONS OF DOLLARS IN BAILOUTS
IRAN RAISES ALERT LEVEL AT 46 INFRASTRUCTURE FACILITIES Iranian Civil Defense is raising readiness at 46 facilities in anticipation of potential attacks targeting critical infrastructure, according to Al Arabiya. The heightened alert signals growing concern over infrastructure
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$AAPL - Apple 将于 10 月 13 日大力进军智能家居市场
$AAPL - APPLE TO MAKE MAJOR PUSH INTO SMART-HOME MARKET ON OCTOBER 13TH
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*利比亚沙拉拉油田产量升至近 340,000 B/D
*LIBYA SHARARA OIL FIELD OUTPUT RISES TO NEAR 340,000 B/D
$SPCX - NEEDHAM REITERATES SPACEX BUY, $250 TARGET Needham maintains its Buy rating and $250 price target on SpaceX, citing accelerating AI compute revenue. Announced compute deals are expected to reach a combined $54 billion annualized revenue run rate, supporting management’s
PORSCHE PIVOTS BACK TO PETROL AS EV DEMAND WEAKENS Porsche is reviving its petrol strategy, with a combustion-engine Macan planned for 2028 after electric Macan sales fell 40% in H1. CEO Michael Leiters says EVs remain part of Porsche’s future, but their higher costs continue
BANK OF ENGLAND WARNS OF SHARPER AI MARKET CORRECTION The Bank of England warns AI valuations remain vulnerable to a deeper selloff than July’s, potentially spilling into global growth expectations and sovereign bond markets. The BOE says stretched positioning, elevated
【AIB Data Centers与Nebius签署协议 将在美国东南部提供50MW AI数据中心容量】财联社9月30日电,AIB Data Centers宣布与AI云服务商Nebius达成协议,将在美国东南部提供50MW IT容量,预计分布于两个数据中心机房。该项目由一份为期15年的65MW公用事业供电协议提供支持,初始客户合同期限为12年,AIB预计将获得客户预付款,并通过债务及优先股融资覆盖项目大部分建设成本。