本期节目从疲弱的九月就业数据讲起,看美联储加息预期如何逆转,再进入法国债券危机、G7释放柴油储备等全球市场与能源话题,随后聊到技工岗位缺口、保险公司保费与并购、航空与企业新闻,最后谈AI浪潮下的华尔街与投资工具。
时间轴
- 00:00:04 开场
- 00:00:37 九月就业大冷门与美联储加息预期退潮
- 00:02:20 债券市场:美债收益率反常上行与法国危机
- 00:04:25 G7释放柴油与原油储备
- 00:05:37 地缘政治动态
- 00:06:13 技工岗位荒与劳动力结构变化
- 00:07:28 企业大戏:Paramount并购与私募竞价
- 00:08:12 波音软件故障与汽车零售格局
- 00:09:14 航空业竞逐与乘客体验
- 00:09:42 医保保费上涨与ETF避税监管
- 00:10:14 药企新战场:amylin与中美合作
- 00:10:42 AI竞赛、meme交易与全天候股市
- 00:11:43 个人投资者指南与华尔街声音
- 00:12:29 政策与工资:白宫经济立场
- 00:13:19 收尾快讯
- 00:14:03 收尾
相关信息
- Labor market faltered in September as jobs increased by just 29,000, unemployment rate rose to 4.2%
- US Adds 29,000 Jobs in September, Jobless Rate Rises
- Traders now see little chance of a Fed rate hike in October after weak jobs report
- US Bond Traders Pull Back on Fed Hike Bets After Weak Jobs Data
- Dollar Falls as Traders Pare Fed-Hike Bets After Jobs Data
- US Jobs Data a ‘Dovish’ Report, Says BlackRock’s Rosenberg
- Fed Is One Bad Inflation Number Away From Hiking Rates, Dutta Says
- Traders Waver on Bets For Another Rate Hike This Year
- 10-year Treasury yield ticks higher despite weaker-than-expected jobs report
- France’s Bond Crisis Deepens
- Hedge Funds Exiting Crowded Trades Fueled Rout in French Bonds
- KKR, Blackstone Are Among Suitors for Windshield Repairer Cary
- Bond Yields Are 'Juicy,' Says Apollo's Slok
- Need To Think More About Fixed Income: Slok
- The sector in the cross hairs of the bond sell-off looks poised for a bounce, says Mike Khouw
- G7 to Release Up to 100 Million Barrels of Diesel, Crude
- Oil prices lower as G7 nations to release diesel stocks, Saudis reportedly plan attack on Houthis
- G7 nations to release diesel stocks as wars in Europe and Middle East constrain fuel supplies
- Odd Lots: How Airlines Actually Hedge Higher Fuel Prices
- Putin Views Military Drills Against Aggression on Land, Caspian
- Brazil Consular Services Halted by US, Australia Before Election
- 1.7 million skilled trade jobs will open annually through 2035, report says—experts don't know who will fill them
- Men are losing ground in the labor market. Here's why
- How AI is redefining Wall Street jobs — and boosting demand for this new 'hottest skill' by 1,721%
- Paramount’s $52 Billion Debt Saga Ends With Hair-Raising Finale
- David Ellison says combined Paramount and Warner Bros. Discovery will be named Skydance
- FAA says Boeing 737 Max software glitch not a flight-safety issue
- Nvidia breaks through to new record highs. Plus, more good news for Boeing
- Nike shares tumble after weak revenue outlook and layoff plans underway
- Ford fends off Hyundai to retain No. 3 U.S. sales position in third quarter
- American starts letting customers mix cash and miles for tickets
- United Airlines gets aggressive in battle for top Delta, American flyers
- Your health insurance premiums may take a big jump in 2027 — here's why
- Treasury Sec. Bessent, IRS crack down on ETF strategy the wealthy are using to avoid capital gains taxes
- Why Lilly and Novo are betting on amylin to power a new wave of obesity drugs after GLP-1s
- Big Pharma’s China deal spree grows with latest tie-up worth up to $7.8 billion
- Can Google's new model really catch up to OpenAI and Anthropic at the frontier?
- Sleepless on Wall Street: All-Night Stock Exchanges Coming Soon
- Robinhood Stock Tokens Turbocharge a New Era of Meme Trading
- Beating Market FOMO: Main Street's Playbook
- We’re Speaking to Don Wilson at Odd Lots LIVE in Chicago
- NEC's Kevin Hassett on Sept. Jobs and Paying Down US Debt
- September Jobs Miss Shocks Markets
- DOJ says it will not reopen criminal probe into former Fed Chair Powell
- Democratic Texas AG candidate vows to probe Deloitte's role in voter registration delay
- YouTube sports strategy targets more live rights -- but not necessarily events
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