本期节目围绕美联储降息预期升温、全球债市波动与信用市场暗流展开,再聊AI与科技股热潮、中东局势推高油价,最后带您看消费、退休储蓄与散落各界的趣闻。
时间轴
- 00:00:04 开场
- 00:00:23 美联储政策风向转变
- 00:02:52 债市表象之下的万亿裂痕
- 00:04:02 AI热潮:英伟达收购Hugging Face与普及阶段
- 00:05:48 中国风险渗透美国AI基建
- 00:06:38 中东冲突推高油价
- 00:07:53 加美贸易摩擦升级
- 00:08:15 退休储蓄:余额新高却遭挪用
- 00:09:37 消费降温与旅游业压力
- 00:10:48 高校与城市的财政困境
- 00:11:26 特斯拉与新能源、消费科技动向
- 00:12:10 日本车企与全球体育、文化趣闻
- 00:12:44 富豪家族办公室的投资新宠
- 00:14:09 收尾
相关信息
- Fed Governor Waller indicates he will support holding rates steady at September meeting
- The Fed Fights Over the Right Sports Analogy
- S&P 500 Notches Best Day in Month as Traders Pare Rate-Hike Bets
- Treasuries Rise After Fed’s Waller Notes Inflation Progress
- Stocks, Bonds Rise as Fed-Hike Bets Ease on Waller
- Stock Market Today: Dow Up On Fed Governor Remarks; Nvidia Rallies On Hugging Face Deal (Live Coverage)
- Closely Watching CPI Next Week: BNP's Robson
- Not Getting Signs of Overheating from Any Labor Market Indicators, Says Darda
- Bessent 'Wants To Win', Drive Yields Lower: Brill
- Why Nuveen’s Rodriguez Is ‘Fairly Neutral’ on Duration
- UBS's Panseri on Global Bond Yields, ECB Hike Expectations
- Odd Lots: What the Fed Needs to Do to Shrink Its Balance Sheet
- Trillion-Dollar Dislocation Hides in Calm Credit Markets
- Blackstone Private Credit Fund Again Caps Redemptions at 5%
- Public Storage Readies Inaugural Canadian Dollar Bond Sale
- Hugging Face approached Nvidia’s Huang weeks ahead of $12.9B acquisition, CEO tells CNBC
- What's behind Nvidia buying Hugging Face? A past Microsoft deal offers clues
- Lei Qiu Says AI Is Moving Into Adoption Phase
- Google starts September with AI momentum after longest monthly losing streak in over a decade
- Options volume erupts in retail trading favorites as Robinhood, Tesla surge
- OpenAI begins rolling out Astra model after warning of its advanced cyber capabilities
- Hidden China risks are emerging in America’s multibillion-dollar AI data center boom
- Automakers urge Congress to permanently ban Chinese connected vehicles in U.S.
- Brent oil price above $96 per barrel after Iran fires missiles at Kuwait
- Iran strikes Kuwait as Trump says renewed Mideast hostilities will not last 'too long'
- Your ETF of the Moment: Riding the Wild, War-Fueled Oil Market
- 'Danger zone of extreme weather': UN warns of supersized El Niño set to hit global economy and markets
- Carney claps back at Lutnick, says Canada will resume trade talks 'when the Americans are ready'
- 'No steering wheel, no pedals': Tesla teases fans ahead of long-awaited Cybercab update
- ChargePoint CEO says 70% stock surge 'is the beginning of the momentum'
- Microsoft to impose time limits on Xbox cloud gaming subscribers as costs continue to climb
- The Hottest New Trade Is Your Own Electricity
- Campbell’s Shares Slump on Sales Drop, Dividend Cut, Outlook
- Travelers Book Later and Some Trade Down: BWH CEO
- US Travel Industry Facing 'Self-Inflicted' Problems, Says Travel Association President
- Cash-Strapped Colleges Are Draining Their Endowments to Survive
- Chicago Projects $882 Million Budget Gap on Bond, Pension Costs
- Average 401(k), IRA balances hit record highs — but more workers are raiding their accounts, Fidelity says
- How much money Americans in their 30s and 40s have in their 401(k)s—see how you stack up
- Billionaire family offices back healthcare and biotech startups in August
- Toyota’s Sato on How Japanese Automakers Stay Relevant
- NFL set for first-ever game in Melbourne, Australia, in international expansion
- Hearn Reveals Fury-Joshua Location Battle
- Behind the Making of the US Open's Famous Honey Deuce Cocktail
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