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0九月CPI远超预期，市场重新押注美联储继续加息，美债、美元与股市随之剧烈波动；中东与俄乌冲突升级推高油价，冲击能源供应链；AI基建热潮降温，CoreWeave债券陷入困境；银行业财报喜忧参半、监管罚单落地；同时并购市场热点不断——从星巴克否认收购Chipotle，到薇瑟斯彭回购Hello Sunshine，再到Berkshire加注意大利科技公司。
时间轴
- 00:00:04 开场
- 00:00:25 超预期通胀与美联储加息押注
- 00:02:16 风险资产回调与市场波动
- 00:02:59 中东冲突升级、油价与能源供应链
- 00:04:42 AI基建热潮降温与CoreWeave债券危机
- 00:06:26 银行业财报、监管与华盛顿
- 00:07:56 并购、私人信贷与公司动向
- 00:09:38 高利率下的房地产与按揭压力
- 00:10:34 收尾
相关信息
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- Treasuries Recover Most of Their Post-CPI Losses as Stocks Fall
- Natixis Economist Sees One More Fed Rate Hike
- Social Security Administration announces 3.6% cost-of-living adjustment for 2027
- Russell 2000 Sinks 11% From Peak, Hits Correction as Rates Rise
- S&P 500 Ends Longest Streak of Calm Since 2020 as AI Trade Sinks
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- Oil Gains as Middle East, Russia Hostilities Imperil Flows
- Iran says it’s ‘counting the moments’ until it can strike U.S. warships; Saudi Aramco facilities attacked
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- Container ship sinks in Strait of Hormuz as Iran steps up attacks
- Oil prices rise after IEA warns on market constraints; Saudi officials say Aramco facilities attacked
- UAE Oil Production Surged to Records in September, IEA Says
- Phosphate Giant Seeks Foreign Investors as War Hits Finances
- Ukraine warns Starlink limits are disrupting military operations as Russia pounds its energy infrastructure
- Washington Lifts Sanctions on Venezuela’s Top Lawmaker
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- CoreWeave shares tumble as bond yields near 15% on concern about AI borrowing binge
- CoreWeave’s Bonds Turn Distressed, Drawing ‘Yikes’ From Musk
- ASML Up on Supply Plans; BlackRock Reports Earnings | Stock Movers
- BlackRock's Larry Fink warns a data center moratorium could trigger a recession
- OpenAI’s Sachin Katti to leave infrastructure role, stay on as advisor
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- Bending Spoons skyrockets 35% as Berkshire Hathaway makes $330 million investment
- Bending Spoons Stock Soars on Berkshire’s Increased Stake
- Bank of America shares drop 8% after third-quarter revenue miss and regulatory penalty
- Bank Stocks Brace for Higher Rates
- Bank of America Slides on $1.21 Billion Fine as Chip Stocks Tumble | Closing Bell
- Morgan Stanley tops estimates as equities trading revenue beats expectations by $909 million
- Morgan Stanley Profit Climbs on Equity Trading, Wealth Management
- Financial M&A Is About Scale: Reilly and Naydenova
- Treasury says largest U.S. banks let politics influence who received banking services
- Trump to appeal order blocking White House from banning MS NOW, CNN and Politico
- Starbucks Says It’s Not Buying Chipotle
- Reese Witherspoon Buys Back Production Firm With Mediawan
- In Credit, Volatility Is An Opportunity: McKnight
- Oak Hill, Fortress at CAIS, Bumble Goes Private, Media Moves
- US Private Credit Stress Masked by Growing PIK Use, Moody’s Says
- BlackRock, Pimco, Sona Tap Counsel Over Virgin Media-Tied Deal
- UGG Lenders Pick Lazard for Talks Over Fiber Operator’s Debt
- Netflix to lay off roughly 1,000 employees, or 6% of workforce
- Delta's business-class revamp: New seats, menus, plates and more Porsches
- US Mortgage Rates Reach 7.5%; Home-Buying Slump Hits Sixth Week
- Even more borrowers choose riskier mortgages, as higher interest rates crush affordability
- Fannie Mae sharply raises mortgage rate forecast for 2027
- 'Office' is actually having a scarcity problem
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