2
0联合国大会上的特朗普与伊朗局势搅动油市与保险市场,华尔街在AI狂热与谨慎情绪之间摇摆,美联储高官为通胀风险定调,同时IPO遇冷、关税与地缘政治重塑贸易格局。本期节目梳理这一天最重要的市场与全球动态。
时间轴
- 00:00:04 开场
- 00:00:26 联大演讲与美伊接触
- 00:02:24 油市与地缘风险定价
- 00:03:48 AI狂热与颠覆恐慌
- 00:04:51 AI政策、芯片与竞争
- 00:05:43 华尔街谨慎与盈利预期
- 00:06:58 美联储内部分歧与通胀
- 00:07:29 债市押注与清算改革
- 00:08:15 财政纪律之忧
- 00:09:02 IPO遇冷与大额交易
- 00:09:48 贸易与关税格局
- 00:10:52 多元化幻象:养老金与主权基金
- 00:11:32 收尾
相关信息
- Trump slams Iran and Cuba, defends AI growth and recounts record in UN speech
- Trump 'Came Off Looking Desperate' in UN Speech, Says Brett Bruen
- Trump snaps at CNN at United Nations: 'You should not be here covering me'
- Trump's US Team Met With Iranians Tuesday in New York
- Iran reportedly says it can reopen Strait of Hormuz within 7 days if U.S. eases military pressure
- Oil little changed after Trump tells UN that Iran will make a deal after midterm elections
- Trump to press Zelenskyy for energy truce, says Russia has ‘lost control’ of oil due to Ukraine war
- Trump Addresses UN as Caution Grips Wall Street
- Russian Oil Flows Dip as US Sanctions, Saudi Supplies Loom
- Risk Landscape is 'Fairly Perilous' Says AXIS CEO Vince Tizzio
- Sullivan: Wall Street admits it doesn't know where oil is headed. There's one stock they do agree on
- Refining-Stocks Slump as Talk of Diesel Export Ban Swirls
- AI Enthusiasm Drives Nasdaq 100 to First Record Since June
- Meta’s Muse Drags Down Stocks That Depend on ‘Consumer Inertia’
- Why Shopify Stock, Twilio Are Rising On Meta's Muse Rollout
- Alibaba Higher on Chip News; On Holdings Football Move | Stock Movers
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- Altman and Amodei expected to join UN Security Council meeting about AI
- Goldman's Snider Expects Double-Digit S&P Earnings Growth
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- No new stock highs, no problem: Options traders bet they're coming in these names
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- Netflix (NFLX) Hit With Second Downgrade in a Week Over Content, YouTube Threat
- Fed’s Collins Says Rate Hike Will Help Reach Inflation Goal
- Fed’s Barkin Warns Inflation Pressures May Take Time to Pass
- Short-End Treasuries Become Popular Bet on Fed Inflation Win
- Treasury yields are little changed as traders await Fed comments
- Fed’s Williams Says Treasuries Clearing Moving Ahead of Schedule
- A Tantalizing Answer to Why Rates Are So High
- Oaktree’s Marks Says US Displays Total Lack of Fiscal Discipline
- Trump discloses more than 1,100 July trades, including up to $25 million each in sales of Microsoft, Amazon
- Derailed IPO Plans Rattle US Market Ahead of Anthropic Debut
- Goldman Sachs in Talks to Buy $37 Billion Credit Firm Palmer Square
- Paramount’s $49 Billion Debt Sale to Kick Off After Lawsuits End
- Canada’s Transport Overhaul Aims to Boost Trade With Europe, Asia
- Ireland's McEntee Talks Tariffs, US Relations and China
- Spanish Tungsten Miner Is Said to Plan London IPO This Year
- U.S. strikes Greenland deal for 'permanent control over security,' will send forces to Danish dogsled outpost and reopen Cold War base: Report
- La IA complica a quienes quieren diversificar sus inversiones
- Our top 10 things to watch in the stock market Tuesday
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