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盘后聊
By BriNews
盘后聊 episodes
- 1008 | 油价、债市与AI泡沫：中期选举前的市场全景
本期节目从油价突破105美元与美债收益率升至多年高位入手，梳理这对通胀、美联储与股市的影响；随后关注AI板块的泡沫争论与OpenAI业绩分歧；再进入公司面，覆盖星巴克洽购Chipotle、百事下调指引、高盛巨额特别奖金等企业动态；接着讨论政治与监管因素，包括伊朗局势对油价的影响、中期选举资金流向、NFL与预测市场的对峙；最后快览委内瑞拉货币危机、巴西对冲基金行情、SpaceX返回及欧洲IPO等全球看点。
时间轴- 00:00:04 开场
- 00:00:25 油价与债市：多重压力下的宏观交易主线
- 00:03:13 AI板块的分歧：OpenAI收入报告与泡沫争论
- 00:04:37 公司面：星巴克洽购Chipotle与多则企业大事
- 00:06:58 政治与资金：伊朗局势、中期选举与政策风向
- 00:09:25 预测市场与博彩之争：NFL对阵Kalshi
- 00:10:24 全球快览：拉美、科技与消费的边缘故事
- 00:11:29 收尾
相关信息- Oil Tops $105, Goldman Execs Eye Massive Bonuses
- Rising Yields Creates Value: JPMorgan's Berro
- Jim Cramer's top 10 things to watch in the stock market Thursday
- Treasury yields are 'really, really high,' but can come down soon, Bessent's new adviser says
- Treasuries Rise as Lofty US Yields Lure Demand to 30-Year Sale
- Treasury yields are lower after reaching multiyear highs, traders weigh latest bond auction
- Options traders start calling bottom on bond rout after 'bullet bid' 10-year auction
- Ray Dalio warns the stock market's cushion against rising bond yields is shrinking
- US Jobless Claims Fall to Lowest Level Since July
- Inflation on many everyday items was entirely due to tariffs, NY Fed says
- BlackRock’s Rieder Says Front End of Yield Curve ‘Still Very Attractive’
- BlackRock’s Rieder on Yield Curve, Federal Reserve Rate Hikes
- France’s Lescure Says Not in Dysfunctional Bond Market
- What’s the TPI? How ECB Can Respond to French Bond Turmoil
- Nvidia, Oracle, CoreWeave and other AI stocks sink on OpenAI revenue report
- Tech Stocks Drop as OpenAI Revenue Warning Deepens Bubble Fears
- Goldman Says Tech Bull Market Has Room to Run
- New data shows Starbucks turnaround is working, but Chipotle takeover report slams shares
- Why a Starbucks takeover of Chipotle would — and wouldn't — make sense for both companies
- PepsiCo cuts earnings forecast as North American turnaround takes longer than expected
- Goldman’s Special Bonus for Top Brass Set to Exceed $500 Million
- Carlyle Says Deal to Buy Lukoil International Assets Has Expired
- JetBlue Bonds Fall Deeper Into Distress as Short-Sellers Pile In
- Amazon overhauls aging devices lineup with higher-priced Alexa tablet, dumping the budget Fire
- Windshield Repair Group Belron Picks Banks for Europe IPO
- Skydance's David Ellison tells CNBC combined company is 'positioned to win in every single vertical'
- Oryx Energies Sold for About $1 Billion in Management Buyout
- UK’s MFS Owner Says He’s Been Harassed by Lawsuits After $3 Billion Collapse
- Trump says U.S. will not attack Iran before midterm election
- Treasury sanctions 17 tankers linked to Iran's 'shadow fleet' in economic pressure campaign
- Oil prices jump as Iran steps up tanker attacks, hurricane threatens U.S. Gulf production
- Little relief expected for gas prices ahead of Election Day, according to prediction markets
- Trump's former defense secretary sees no end in sight for Iran war — to the benefit of America's 'greatest adversary'
- AI Darlings, Defense Shares Most at Risk as US Midterms Near
- Republican megadonors dominate 2026 midterm election as crypto and AI money surges, CNBC analysis finds
- Trump Accounts top 70 million as new stock-donation rules open door to 'mega donors,' official says
- U.S. suspends Microsoft, Adobe from green card labor program in foreign worker crackdown
- Trump bought up to $25 million in Meta and millions in SpaceX debt in August
- NFL Asks Supreme Court to Let States Regulate Prediction Markets
- NFL tells Supreme Court prediction markets are gambling and should be regulated by the states
- Sports gambling seeps even deeper into Wall Street's world as hundreds of pro team ETFs emerge
- How Corgi Is Using AI and Puppies to Upend ETFs
- Venezuela Bolivar Hits New Milestone as Dollar Supply Declines
- Maduro Faces New Charge of Torturing US Citizens in Custody
- Hedge Funds That Nailed Brazil Vote Bet on More Gains Ahead
- SpaceX Crew Capsule Splashes Down After ISS Stay
- Odd Lots: Europe may be falling behind. Working less isn’t why
- America shut out Chinese EVs. Britain welcomed them — and now faces a difficult choice
- Gen Zers are now the biggest spenders in the art market, survey finds
查看本期详情 →
本期节目由 Bri 出品。Bri 使用先进的 AI 技术将你在意的资讯转换成适合收听的播客。如需联系，请发邮件至 [email protected]。
13 min - 1007 | AI借贷狂潮、收益率飙升与能源压力：本周市场全景
本期节目围绕三大主线：SpaceX拟借400亿美元购买英伟达芯片掀起的AI信贷浪潮，全球债券收益率飙升与美联储政策带来的市场冲击，以及能源价格上涨与三季度财报季下的企业动态。同时覆盖全球并购、消费者信心与各公司新闻。
时间轴- 00:00:04 开场
- 00:00:31 SpaceX 400亿美元借款买英伟达芯片：AI扩建的信贷狂潮
- 00:01:46 国债收益率触及二十年高位：拍卖、美联储与股市之谜
- 00:03:38 全球市场震荡：欧银行股下挫、法国债券与新兴市场资金流
- 00:05:01 能源价格风暴：柴油、取暖油与白宫的应对极限
- 00:06:33 财报季开幕与消费企业喜忧参半
- 00:07:50 AI硬件与消费者科技的另一面
- 00:09:32 消费者财务承压：信心下滑与房贷高利率
- 00:10:21 并购放缓与信用市场博弈
- 00:11:44 公司动向：餐饮、服饰与监管风波
- 00:12:43 媒体、卫星与其他政策动向
- 00:13:58 收尾
相关信息- SpaceX’s plans to buy more Nvidia GPUs is keeping Jim Cramer bullish on the chip stock
- 10-year Treasury yield backs off from 24-year high after solid bond auction eases demand fears
- European Bank Stocks Sink Toward Lowest Since July as Bonds Fall
- Refinance demand is now half what it was a year ago, as mortgage rates rise again
- Home heating oil prices are soaring — and users' winter bills could rise 21%, federal outlook shows
- SpaceX in Talks to Borrow $40 Billion to Buy Nvidia Chips
- Apollo, banks in talks to finance SpaceX's $40 billion Nvidia GPU purchase
- SpaceX Credit-Risk Gauge Hits Fresh High on Fundraising Reports
- Why High Bond Yields Aren’t Sinking Stocks
- US Bonds Rise as Yields at 2002 High Lures Buyers at Auction
- Fed officials see another hike coming, but no sign as to when, minutes show
- Inflation fears on the rise as one-year outlook in Fed survey hits highest level since May 2023
- Fed’s Choice Is ‘Hike or Bond Spike,’ Says BofA’s Cabana
- France is caught between angry students and unforgiving bond markets
- France’s Battered Bonds Are Starting to Tempt Bargain Hunters
- Brazil Stocks Lure Record $2 Billion Inflow on Election Surprise
- Bolsa tem fluxo externo de R$ 10 bi com rali do 1º turno
- Trump’s diesel order exposes White House limits to counter surging fuel prices
- Supertanker chartered from Gulf Coast to China for $76 million, 10 times higher than pre-war level
- Oil prices fall as IEA members agree to prioritize release of diesel stocks
- Chevron CEO warns against 'unwise' diesel export ban, saying it could make things worse
- Tropical Storm Isaias Could Turn Into Cat 2 Hurricane
- Here comes third-quarter earnings season. Booming profits could propel the S&P 500 to new heights
- Modelo owner Constellation is getting creative to bring back beer drinkers as overall demand weakens
- Levi Strauss hikes profit guidance after tariff refunds, but its sales outlook is less optimistic
- Stocks made a record high. Two big bearish trades point to skepticism
- Microsoft to sell $2,599 Surface Laptop Ultra containing Nvidia AI chip
- Meta's Muse assistant tops app charts. Now it needs to become a habit
- Google ordered to halt work on two data centers in ‘Texas of Europe’
- SK Hynix Lockup Expiry Stirs Anxiety Over Bumper ADR Premium
- Novogratz Joins Crowd Warning of AI Bubble, Says Pile In Anyway
- Americans grow more pessimistic about their finances, New York Fed finds — expert warns of ‘tough choices’ ahead
- The SALT deduction limit is $40,400 for 2026. Here's how to maximize it
- Used car prices fall in Q3, while demand for fuel-efficient vehicles grows
- Unpacking the M&A Slowdown
- Hertz Lenders Team Up With Advisers as Possible Debt Fight Looms
- Morgan Stanley Selling Pieces of $3 Billion Royal Caribbean Loan
- LIV Golf Gets Potential Lifeline From BC Partners Credit
- Boots Sold for $8.9 Billion as Canada’s Westons Re-Enter UK
- McDonald’s Franchisees Balk at Costly Bill to Upgrade Stores
- Lululemon poaches Athleta CEO as new chief product officer
- Trading platform Webull's China ties create national security risk, congressional panel finds; stock drops 18%
- Disney+ to stream upcoming Super Bowl
- Disney Confirms That Disney+ Will Stream The 2027 Super Bowl
- FCC to vote on auctioning 25MHz of 'prime spectrum' in move that could benefit Amazon, SpaceX
- Canada Reviews Foreign Homebuyers Ban as 2027 Expiry Approaches
- Mexico Local Bond Sales Hit Record as Companies Rush to Market
- Kalshi Submits Bid for Perpetual-Style Oil Contract to CFTC
查看本期详情 →
本期节目由 Bri 出品。Bri 使用先进的 AI 技术将你在意的资讯转换成适合收听的播客。如需联系，请发邮件至 [email protected]。
15 min - 1006 | 美股新高、债务警报与好莱坞大合并
本期节目围绕三条主线展开：AI热潮推动美股创新高背后的风险与分歧、美债与法债等全球债务信用问题，以及地缘政治与能源动荡。随后我们再看消费、住房与医疗等民生议题，预测市场的新玩法，好莱坞世纪合并等媒体交易，以及AI行业自身的技术与治理动态。
时间轴- 00:00:04 开场
- 00:00:36 美股创纪录新高与AI交易的两难
- 00:03:15 债市警报：通胀、收益率与信用风险
- 00:04:21 法国债务危机特别关注
- 00:05:51 地缘风险：俄罗斯鼠疫疑云与能源通道
- 00:07:31 能源成本与消费挤压
- 00:08:55 民生账单：房贷、医保与年轻选民
- 00:10:41 预测市场的新玩法
- 00:11:32 好莱坞世纪合并与媒体变局
- 00:12:46 大公司与资本大动作：核能、航天与国防
- 00:13:57 AI产业自身：标准、开源与治理
- 00:15:39 政治与司法动态
- 00:16:35 结语式主题：押注与等待
- 00:17:42 收尾
相关信息- S&P 500 Hits First Record Since August as AI Bulls Take the Lead
- Salesforce shares sit at the epicenter of AI confusion. Here's how to trade it
- Chart: A look at the S&P 500's remarkable and defiant trip to a new record
- Treasury yields slide as surge to multiyear highs cools
- What's behind an 'explosion of buying' Tuesday, including the rally in GE Vernova
- BofA Analysts See Tech Bubble Brewing, Advise Clients to Pile In
- Paulsen Sees a 15% S&P 500 Drop as Oil, Rates and Dollar Rise
- Dimon Says If You Try to Game the Market, You'll Lose
- Jamie Dimon Warns on AI's Growing Cyber Threat
- A new analyst call on Home Depot reflects our feeling on what to do with the stock
- Man Group Disputes View That High Inflation Is Bad for Bonds
- Boomers' dividend stocks take beating from bond yields, with retirement income on the line
- Deeply Distressed US Loans Rise to Highest Level Since Pandemic, JPMorgan Says
- French Fiscal Concerns Bring Home Painful Risk Premium
- Francia paga por décadas de déficits fiscales y crisis
- UBS CEO warns ‘hard measures’ are needed to tackle French debt crisis, as turmoil worsens
- Brazil Market Euphoria Hinges on Fixes Flávio Bolsonaro Is Yet to Lay Out
- Quebec Bonds Tighten as Separatist Party Falls Short of Majority
- Russia plague: How great is the global risk? Maybe low, but infectious disease experts want more data
- Russian lab worker's suspected plague death leaves experts puzzled
- Rebounding oil exports through Strait of Hormuz are vulnerable to stepped-up Iranian tanker attacks
- Russia’s Oil-Export Boom Undercut by Payouts, Diesel Sales Ban
- Russia’s neighbor backs push to lift ban on nuclear weapons, prompting outcry from Moscow
- Trump Says “Threats” Forced US To Move Bombers From UK Base
- Trump allows cheaper, dyed diesel on highways to blunt historic fuel cost spike ahead of midterms
- High diesel prices may put 'another squeeze' on the consumer, economist says
- Ships Take Long Way Around as Drought Snarls Panama Canal
- Venture Global Is in Talks to Sell US LNG to More Chinese Buyers
- Trade deficit hits $105.6 billion, widest since just before Trump tariffs enacted last year
- Car buyers are stretching loans to afford payments — it's a 'potential warning light,' analyst says
- The Future Is Universal Health Insurance
- Young voters struggle to afford housing. But they don't expect help from political candidates
- Gen Z’s Love of Malls Boosts NZ Stock, Defying Cost-of-Living Blues
- 64% of Gen Z has tried manifestation, psychics or other mystical dating tactics: ‘People don't feel like they're in control,' says relationship coach
- How event contract bundles are boosting volume on prediction markets
- Kalshi launches transparency features on its election contracts ahead of midterms
- This startup wants to reduce liquidation risk from margin calls on prediction markets
- Paramount Closes Warner Merger in Historic Hollywood Deal
- Paramount's hard-fought takeover of Warner Bros. Discovery closed Tuesday. Here's how we got here
- Emmy Awards leave broadcast TV for Prime Video in 2027 under six-year deal
- Florida’s Public Schools Load Up on Debt Like Never Before
- Google, Constellation Energy Strike Nuclear Power Deal
- Google, Constellation Energy Deal; SpaceX Rises on Talks with NASA | Stock Movers
- Anduril lands $2.9 billion Navy submarine shipyard contract days after Luckey joins Pentagon weapons group
- Meta joins with group of companies to tame ‘chaos’ of doing business with AI bots
- DeepSeek considers doubling latest funding round to up to $15 billion, sources say
- Mistral unveils new AI model it says rivals best open systems from China
- Anthropic expands Claude Startups program in bid to snag founders and fast-growing companies
- Google DeepMind's Lila Ibrahim, world's top AI 'readiness' officer, on preparing for what's to come
- Meta Muse popularity lifts AMD stock to fresh highs as AI agents juice CPU sales
- Alito plans to stay on Supreme Court, even if Democrats regain Senate: Report
- Texas Governor to Skip San Antonio Trump Rally Amid Tight Race
- Why deep-red Kansas has become an unexpected Senate battleground
- NYC Can Proceed With Pied-a-Terre Tax as Court Weighs Appeal
- Trump hedges on paying back government for ads that already aired
查看本期详情 →
本期节目由 Bri 出品。Bri 使用先进的 AI 技术将你在意的资讯转换成适合收听的播客。如需联系，请发邮件至 [email protected]。
18 min - 1005 | 收益率高压下的市场：债市、油市与AI并购潮
本期节目梳理美债收益率升至多年高位对市政债与企业融资的冲击，油价与中东局势的最新变化，AI芯片交易与诉讼，派拉蒙与华纳合并后的管理层洗牌，以及一批公司业绩与并购消息，最后快速浏览ETF行业动向和政策民生新闻。
时间轴- 00:00:04 开场
- 00:00:26 美债收益率创多年新高，融资全面承压
- 00:02:53 油价波动：霍尔木兹运输与沙特降价
- 00:04:12 AI热潮：芯片巨头与新交易
- 00:05:48 好莱坞整合：Skydance领导层亮相
- 00:06:20 公司与业绩快报：从Cargill到星巴克
- 00:08:05 ETF行业观察：Corgi的"意大利面大炮"
- 00:08:41 政策与民生速览：支票、银行与假期出行
- 00:10:12 收尾
相关信息- Treasuries Slump Pushes Long-End Yields to Fresh 24-Year Highs
- 10-year Treasury yield rises to fresh 2002 high to start the week
- Citadel Securities Says Economic Strength Drives Higher Yields
- New Hazard for Treasuries Hides in Bond Futures’ Fine Print
- Odd Lots: What Does It Take to Make Bonds Less Risky Again?
- High Yields Force Muni Bond Borrowers to Delay Refinancing Deals
- The Existential Imperative to Borrow
- French Banks’ Credit Risk Has Surged Above Major European Peers
- Dollar Extends Relentless Rally Even as Cracks Start to Emerge
- Stocks Rise as Oil Drop Offsets Europe Debt Worry
- Banks Kick Off €4.7 Billion Debt Sale for Bain’s Volkswagen Deal
- JPMorgan Dangles 11% Yield on Volta’s $5 Billion AI Loan Sale
- Oil Swings With Focus on Deep Saudi Price Cut
- Iraq Seeks More Tankers to Control Its Hormuz Oil Transits
- Kuwait Oil Output at 75% of Prewar as Hormuz Transits Rise
- Why airfares could rise even more, but airline profits won't
- Trump Plans to Ease Limits on Tax-Exempt Diesel Variety
- Nvidia's $6 trillion milestone looms. Here's when options traders see it happening
- Nvidia's $20 billion Groq deal faces lawsuit alleging startup's stockholders were shortchanged
- PTC Rallies on Deal; Qualcomm Up on Chip Patent Licensing | Stock Movers
- PTC Rises on Schneider Electric’s $23.7 Billion Takeover Deal | Closing Bell
- Cerebras stock pops 9% after Sam Altman calls the chipmaker a 'close partner'
- Jim Cramer's top 10 things to watch in the stock market Monday
- AI researcher warns 'we are racing to build and grow our own adversary' in NYC hearing
- Satya Nadella reinvented Microsoft once. Can he do it again in the AI era?
- David Ellison just brought in a co-CEO to run his new empire: Meet Ynon Kreiz
- David Ellison and Ynon Kreiz announce Skydance leadership team
- TNT Sports head Luis Silberwasser to depart Skydance as CBS Sports chief David Berson takes over combined global sports group
- Cargill’s Earnings Slump 52% With High Cattle Costs, Cocoa Loss
- Wells Fargo gets a bold upgrade ahead of earnings. Why the stock can play catch-up
- Starbucks recovery plan is working. Here's how Mike Khouw says to trade the coffee giant
- Chevron Names Gustavson CFO as Oil Giant Eyes CEO Succession
- Balyasny Elevates Star Stock Picker Weiss to Co-Lead Equities
- Citi Makes It Easier for Junior Bankers to Advance
- Sarah Jessica Parker, Astrea London Bet Big on Lab Grown Gemstones
- Ninepoint’s Athabasca Bet Delivers 6,500% Gain on Cenovus Oil Merger Deal
- 'Spaghetti Cannon' Of ETFs: Corgi's Weniger
- Corgi's 'Spaghetti Cannon,' New 10,000 S&P ETF
- Trump reiterates pledge to send $5,000 checks, and hands out smaller payments, as midterm elections loom
- China shuts hundreds of banks as Beijing moves to shore up its financial system
- Trump's nemesis in Europe: Why Spain's Sanchez is calling a snap election
- Brazilian stocks jump as Bolsonaro now seen as heavy favorite to win presidency
- LA Schools Face High Fiscal Solvency Risk, State Report Finds
- Russia plague: What we know about the suspected case reportedly linked to a lab worker’s death
- Harvard Football Beats Colgate with Miraculous Hail Mary Lateral
查看本期详情 →
本期节目由 Bri 出品。Bri 使用先进的 AI 技术将你在意的资讯转换成适合收听的播客。如需联系，请发邮件至 [email protected]。
12 min - 1002 | 就业遇冷与市场震荡：一周财经全景
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
查看本期详情 →
本期节目由 Bri 出品。Bri 使用先进的 AI 技术将你在意的资讯转换成适合收听的播客。如需联系，请发邮件至 [email protected]。
15 min - 1001 | 债市风暴下的好莱坞与AI浪潮
从席卷全球的债市抛售与信用市场压力，到派拉蒙创纪录并购、好莱坞大佬谈未来，再到AI热潮下的企业财报、零售投资者新政与政策地缘动态，本期节目串联本周财经与文娱圈最值得关注的脉络。
时间轴- 00:00:04 开场
- 00:00:29 全球债市抛售与收益率攀升
- 00:02:42 信用市场承压与派拉蒙巨额并购债
- 00:04:04 好莱坞内容与创作者经济
- 00:05:07 并购降温与市场新机会
- 00:06:09 AI热潮、财报与散户进军私募市场
- 00:08:13 消费与企业风向
- 00:09:44 政策、地缘与民生新动向
- 00:11:25 收尾
相关信息- Economy 'Running Firm', Not Overheating: Roth
- We Are Near Peak in 10-Year Yield: Roth
- 10-year Treasury yield slides after hitting highest levels in 24 years
- Why Bond Yields Are Climbing All Over the World
- Muni 30-Year Yield Highest Since at Least 2011
- US Yields Erases EM Bond Gains
- US Manufacturing Expansion Continues as Prices Jump
- Schmid Says Fed Has Work to Do on Inflation
- Lacy Hunt, Treasury Bond Bear at Hoisington, Sees Risk of Fed Mistake, Inflation
- ISM Report Presents Problems for Markets, Suzuki Says
- See 'Skittishness' Around Credit: Annie Seelaus
- Paramount Fundamentally Hard Story to Invest In: Lloyd
- Paramount’s $41 Billion of M&A Bonds Slump as Trading Begins
- HBO's Casey Bloys on Future of Content and WBD Deal
- Disney's Walden on Storytelling and Future Growth
- CrunchLabs Mark Rober on Creator-Led Media
- Nithya Raman on Plan for Jobs in Hollywood
- M&A Slips 10% in Setback for Potential Record Year
- YPF Investors Ask High Court to Review Argentina Court Win
- Pritzker Family Weighs Over $1 Billion Sale of Propane Business
- Pakistan’s Fashion Brand Khaadi Plans Record IPO Next Month
- Accenture rallies more than 20% after earnings beat, heads for best day ever
- Micron beats on earnings and issues strong guidance as data center revenue jumps 11-fold
- The U.S. just made it much easier for retail investors to access private markets
- SEC proposes investor exam to expand private market access — here's how it could work
- Next OpenAIs and Anthropics may come straight to retail market. Here's what to know before investing
- Billionaire family offices bet on geothermal energy, brain implants in September
- SpaceX set to launch Google AI chips into orbit in push toward space-based data centers
- Health insurer points finger at AI as nearly $1 billion in questionable hospital charges appear
- California Gov. Gavin Newsom bans AI 'robo bosses' in landmark state law, reversing his earlier veto
- Trump’s AI lunch included every major tech company. Except Apple
- Former LinkedIn chief Roslansky to leave Microsoft, following other exec departures
- Commerce Secretary Howard Lutnick reports more than $250 million in income last year
- Nike is set to report earnings after the bell. Here's what to expect
- Nike's new Caitlin Clark shoes are already almost sold out
- General Motor Q3 sales drop 5.5%, while Toyota buoyed by EVs, hybrids
- Racehorse market breaks records riding high on tax breaks, stock market gains
- Walmart is using light-up digital shelf labels to help shoppers and employees find items
- Treasury sanctions operation targets Iran's auto, rail industries in latest economic attack
- Russia launches massive strikes on Ukraine’s energy grid, forcing power cuts ahead of winter
- Oil prices rise as Chinese refiners reportedly ban October fuel exports; Brent crude above $100
- South Korean President Lee pushes back on Alaska LNG project after Trump touts Seoul's participation
- Mamdani Names NYC Districts for Affordable Housing Fast-Track
- Social Security claiming ages may soon get new names. What retirees need to know
- Trump Accounts have auto-enrolled more than 60 million children, Treasury says
- New York City's 'click to cancel' subscription rule takes effect, joining states with similar laws
- Judge dismisses Reflecting Pool case permanently, cites risk Trump will force new charges
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本期节目由 Bri 出品。Bri 使用先进的 AI 技术将你在意的资讯转换成适合收听的播客。如需联系，请发邮件至 [email protected]。
12 min - 0930 | AI热潮、债市警报与华尔街风云
本期节目围绕AI热潮的两面、债市通胀之忧、公司融资与汽车业逆风、大宗商品与新兴市场、消费与家庭财务、健康与交易平台动向，以及华尔街人物与安全事件，梳理最新市场与政策脉络。
时间轴- 00:00:04 开场
- 00:00:27 AI行情的两面与巨头现金消耗
- 00:03:26 AI安全与监管僵局
- 00:04:45 债市通胀警报：长端收益率创多年新高
- 00:06:52 市政债：抛售后的反弹与机会
- 00:07:48 公司融资与法律战
- 00:09:20 汽车业逆风与中国竞争
- 00:10:45 大宗商品、拉美与货币
- 00:12:58 消费、就业与家庭财务
- 00:14:23 减肥药竞赛与医保退款
- 00:15:24 交易平台与预测市场的扩张
- 00:16:43 华尔街人物与安全事件
- 00:17:44 收尾
相关信息- AI Brings Out Bull, Bear In Same Person: Rowland
- The market search for balance sheet cash cow 'quality' stocks is shifting with mega AI spend
- Micron Beats Estimates as AI Data Center Revenue Surges | Closing Bell
- Micron earnings hit Wall Street after the bell. Here's how options traders are positioned into the report
- Nvidia is approaching a breakout level. Plus, what we want to see from Micron
- Ford’s 45% Rally Wiped Out as Hopes for AI Windfall Fizzle
- OpenAI follows Meta into the red-hot market for personal agents. But will users pay?
- FTC is investigating OpenAI, Anthropic and other AI companies over product risks
- Trump's meeting with tech leaders leaves AI safety more unsettled than ever
- Trump descarta nuevas reglas federales de seguridad para la IA
- 'Super intelligence is a national security issue,' Jay Clayton says; dodges AI 'czar' question
- Global Bonds See Worst Quarter Since 2024 on Inflation Fear
- Treasury 30-Year Yield's Continuous Rise Reveals Inflation Worry
- US Long-Bond Yields Renew 24-Year High on Resilient US Spending
- Fed’s preferred gauge showed core inflation at 3.0% in August, much lighter than expected
- Fed’s Preferred Inflation Gauge Comes in Cooler Than Expected
- 10-year Treasury yield turns higher as traders look past inflation data, await jobs report
- Private sector jobs rose by 90,000 in September, better than expected, ADP reports
- US Consumer Spending Jumps by Most in a Year
- Muni Managers Tout Equity-Like Returns After Historic Selloff
- Munis Snap Selloff in Biggest Rally in More Than a Year
- Paramount Raises $30 Billion From Investment-Grade Bond Offering
- Hertz Taps PJT Partners to Extend Debt as Maturities Loom
- UnitedHealth Must Face Shareholder Suit by CalPERS, Judge Rules
- Ford CEO says it's 'too late' for Europe to fend off Chinese automakers, but not for U.S.
- Stellantis CEO reconfirms 2026 guidance, says turnaround plan continues as automaker's shares hit new low
- Trump's latest global tariffs face trade court challenge
- Giant Panama Copper Mine Gets Pathway to Restart Production
- Glencore, Peabody and Heeney Mull Coal Deals in Venezuela
- Crude oil exports through the Strait of Hormuz hit prewar levels, but fuel shipments remain constrained
- Mexico’s Peso Becomes Worst in the World as Carry Traders Flee
- El repunte bursátil de Argentina se limita a las empresas petroleras
- Clubes de futebol enfretam impacto de R$ 1 bi com fim das bets
- More Americans are tapping investments to pay for spending, analysis finds
- Holiday retail sales are expected to top $1 trillion as inflation boosts growth
- Treasury launches student loan support center as new data show 9.3 million borrowers in default
- Parents who want to help their kids in a tough job market should avoid this 1 move, says career expert
- Eli Lilly says closely watched combo obesity regimen boosts weight loss in mid-stage trial
- People switching to Novo's Wegovy pill from obesity injections kept losing weight in real-world study
- Trump administration starts sending $500 Obamacare refund checks — who stands to benefit
- Robinhood to Offer Weekend Equities Trade; Cal-Maine Falls on Sales Miss | Stock Movers
- Robinhood unveils weekend hours, AI agents to allow users to trade nonstop
- Kalshi, Polymarket trading volumes on some products raises questions amid massive growth
- Kalshi traders see high odds Anthropic's IPO is announced this year
- The Elusive Power Players Behind the Rise of Jane Street
- Ken Griffin pledges $3 billion to Carnegie Mellon University in 'historic' gift
- Passengers Avert Crash Tackling Pilot Who Stabbed Colleague
- FlyDubai Crash Averted After Pilot Stabbed Colleague
- Inside Man: How Chinese spies used lies, love and betrayal to target the Federal Reserve
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本期节目由 Bri 出品。Bri 使用先进的 AI 技术将你在意的资讯转换成适合收听的播客。如需联系，请发邮件至 [email protected]。
19 min - 0929 | 今日市场速览：通胀、AI与万亿资本暗流
从美联储的通胀数据与消费者信心的坠落开始，聊到AI热潮、监管与企业策略，再看影视巨头并购的巨额融资，接着盘点车企与航空等公司动向，以及加拿大与全球资本的机会，最后落到每个人关心的税务、储蓄与教育新政。
时间轴- 00:00:04 开场
- 00:00:29 美联储鹰派与消费者信心崩落
- 00:04:04 AI监管之争与华盛顿的科技牌
- 00:05:32 AI狂热下的市场风险与IPO遇冷
- 00:07:00 派拉蒙并购华纳的巨额融资
- 00:08:56 车企与巨头的战略抉择
- 00:10:22 个股机会：从微软策略到航空与餐饮扩张
- 00:11:39 加拿大与全球资本的机会
- 00:14:13 家庭理财与教育新政
- 00:17:25 收尾
相关信息- The Fed's main inflation measure will be released Wednesday. Here's what to expect
- Fed’s Barr Says More Hikes Likely Needed as Growth Picks Up
- Fed’s Barr Says Further Policy Adjustments Likely Needed to Tame Inflation
- Euro Falls to 16-Month Low as Hawkish Fed-Hike Bets Boost Dollar
- Prediction market traders think the U.S. added more jobs in September than economists estimate
- Consumer optimism slides sharply as fears escalate over rising prices and jobs
- US Consumer Confidence Plunges to Lowest Level Since 2014
- Investors who have shunned diversification face maybe the best buying opportunity for bonds in decades
- Muni Trading Jumps to Highest Since at Least 1995 on Market Rout
- Homeowners are sitting on record equity – and not using it
- Hassett: 'We're still working our way out from' Biden Covid spending
- Trump touts AI self regulation, data center benefits in meeting with top tech leaders
- House Speaker Johnson says he hopes AI guardrails are 'voluntary' amid Congress inaction
- New AI-powered government website uses Gemini, Grok, Trump official Gebbia says
- Gina Raimondo thinks AI ultimately will create jobs. It's the initial mass layoffs wave that worries her
- Nvidia's record buyback shows chipmaker's stock is too cheap for CEO Huang to resist
- Market AI Risks Rattle Wall Street
- Smart ring maker Oura postpones IPO due to market 'uncertainty'
- Jim Cramer's top 10 things to watch in the stock market Tuesday
- Paramount Kicks Off High-Grade Bond Sale for Warner Bros. Deal
- Banks Draw $11.5 Billion of Demand for Paramount Loan Deal
- Clearlake Raises $1 Billion From CFO Trade After Rejigging Deal
- Susquehanna Says It Will Settle With Alleged Insider Traders
- Lundbeck Is Said to Express Interest in Buying Xeris Biopharma
- Ford CEO says it's 'too late' for Europe to fend off Chinese automakers, but not U.S.
- JPMorgan, Ford to Invest Billions in Michigan Manufacturing
- Jamie Dimon has a plan to revive the West: A 'big, beautiful' deal with Europe
- Disney laying off around 300 employees in latest cuts under new CEO Josh D'Amaro
- Microsoft shares might be rangebound. Here's how you can still make money
- Alaska Airlines unveils massive premium cabin overhaul in high-end travel race
- Alaska Airlines CEO 'not overly concerned' about new Boeing Max 10 delay
- El Pollo Loco to open first New York restaurant as it aims to become national chicken chain
- John Ternus' vision for Apple is coming into view, and we like what we see
- Shell backs $23 billion LNG Canada expansion in boost to Carney's ‘energy superpower’ push
- America's Canadian import restrictions come into force. Here are the products barred from entry
- Canada on the Cusp of Investment Surge, NBF’s Marion Says
- AtkinsRéalis, Stantec on Canadian Infrastructure
- TMX Group on Canadian Capital Markets
- Exchange Income, AirBoss of America on Canadian Defense
- Russia’s Oil Export Windfall Eroded by Ban on Diesel Shipments
- Putin orders army expansion as Zelenskyy warns Russia preparing to deploy 10,000 North Korean troops
- Morningstar Shuns Low-Growth South Africa, Favors Brazil, Mexico
- Dangote Says Kenya Refinery Will Be Listed in Nairobi
- Afores en auge alcanzan récord de deuda pública en México
- Trump Accounts will auto-enroll children, potentially adding 60 million accounts: Treasury
- IRS sends notices on Saver's Match to taxpayers who might qualify for new benefit, worth up to $2,000
- Education Department extends deadline for student loan interest rate discount
- These private and public colleges have the best return on investment, according to The Princeton Review
- Some wealthy Americans are spending up to $250,000 a year on longevity care. Here's what doctors say about the practice
- Nominate a leader for the 2027 CNBC Changemakers list of women transforming business
- Trump’s municipal bond portfolio reaches as much as $1 billion as policy overlaps mount
- Trump government ads were funded by Homeland Security, WSJ reports
- Rep. James Comer expands House investigation into prediction market insider trading
- Polymarket taps Goldman Sachs veteran Lisa Mantil to attract Wall Street liquidity
- Coinbase Ventures and CMCC Global close strategic funding round with trading firm Raven
- Meta launches Muse for Small Business as Zuckerberg pushes beyond consumer AI market
- Bain Invests in Construction Tech Firm Kahua at $1 Billion Value
查看本期详情 →
本期节目由 Bri 出品。Bri 使用先进的 AI 技术将你在意的资讯转换成适合收听的播客。如需联系，请发邮件至 [email protected]。
19 min - 0928 | AI军备竞赛、债券收益率与消费者寒意:一周商业全景
本期节目纵览一周商业与科技头条:AI热潮从大公司人事战延伸到巨额资本动作,债券收益率攀升动摇股票配置,伊朗局势推高油价,消费者与企业财报传递经济信号,最后扫过法律、体育与全球市场的零星动态。
时间轴- 00:00:04 开场
- 00:00:33 AI人才与并购大战:Meta挖角、AMD巨购、Nvidia回购
- 00:02:47 AI行情考验与监管动向:Micron财报、Anthropic新模型、纽约传票马斯克
- 00:03:53 收益率攀升冲击市场:债券吸引力回归、AI与消费支柱承压
- 00:06:13 伊朗僵局与油价:霍尔木兹海峡谈判、期货波动与柴油出口禁令
- 00:07:44 消费者与经济:娱乐支出收缩、毕业生就业难与财政动作
- 00:09:26 全球公司动态:钢铁关税、印度融资与重组
- 00:11:50 迪士尼权力斗争:Chapek称曾每周向董事会表达担忧
- 00:12:19 体育商业:NIL立法投票与勒布朗效应
- 00:13:01 法律与监管速览:Alito退出气候案
- 00:13:32 房地产与REIT:利率压力下的并购回暖
- 00:14:17 速报花絮:土耳其喜剧演员获释与SpaceX星舰入轨
- 00:14:46 收尾
相关信息- Meta hires MongoDB CEO CJ Desai to lead enterprise unit. MongoDB shares crater
- Meta's splashy new business AI hire offers yet another reason to bank on Zuckerberg
- AMD acquiring Fei-Fei Li's World Labs AI firm in deal worth $8.2 billion
- OpenAI sparked Hugging Face bids with early investment offer ahead of Nvidia's $13 billion deal
- Nvidia Boosts Share Buyback Authorization by $150 Billion
- Nvidia share buyback plan gets $150 billion boost
- Jim Cramer's top 10 things to watch in the stock market Monday
- A key test looms for the AI trade this week. Here's how Mike Khouw is trading it
- Elon Musk, SpaceXAI subpoenaed by NYC in AI safety investigation
- Anthropic launches cheaper AI model, its second release since CEO's call for a slowdown
- Treasury yields rise as march to multiyear highs continues
- Rising Bond Yields Fuel Stock Allocation Reset, Wells Fargo Says
- Man Group Says 5.5% Yields Risk Cracking AI Capex, US Consumer
- It's A Good Time To Buy Bonds: Kerschner
- JPMorgan Traders Flip to Bullish View on US Stocks (SPY) Ahead of Jobs Report
- Nearly half the stocks in the S&P 500 are at cross purposes with the rest of the market
- 24/7 Stock Trading Is About to Test Financial Markets
- Iran Refuses to Soften Demands as Trump Rejects Hormuz Offer
- Stocks Fall, Oil Rises as Iran Refuses to Soften Demands; US, China to Cut Tariffs
- Oil prices off highs after reports Saudi pipeline ramping back up
- Trump ‘very seriously’ considering diesel export ban as global supply crunch worsens
- Strapped Consumers Quit Bowling, Dave & Busters in Blow to Debt
- New grads say employers set the bar too high for entry-level roles: 'No job is willing to give you that first experience'
- White House moves to block $810 million in funding through pocket rescission
- CarMax (KMX) Revival May Hit Roadblock as US Consumer Sentiment Falters
- Trump announces plan for $15 billion steel plant, would be largest in U.S. history
- Treasury Secretary Scott Bessent hires Wall Street economist David Zervos
- Cliffs’ Stelco Set to Idle Some Steel Operations on Tariff Woes
- India State Firms Pull $688 Million of Bond Sales as Yields Rise
- Tata Trusts Propose Restructuring of Tata Sons to Avoid Listing
- Getty Images in Talks With Lenders for Potential Bankruptcy Loan
- PureGym Taps High-Yield Bond Market for £1.4 Billion Refinancing
- Indaqua Bidders Are Said to Seek Additional Data to Place Offers
- Zambia Firm Accuses Abu Dhabi’s IRH of Breaching Mine Deal
- Burkina Faso Opens Gold Refinery in Push to Retain More Value
- Ex-Disney CEO Bob Chapek says he raised concerns with the board 'weekly' during Iger power battle
- Senate tees up college sports bill aimed at regulating NIL deals
- LeBron James is already boosting ticket and merchandise demand for Philadelphia 76ers
- Supreme Court Justice Alito will not participate in big climate change case next week
- Feds can't withhold counterterrorism funds from states to force election admin changes, judge rules
- Rising Rates Pressure Property Values as REIT M&A Deals Pick Up
- Florida’s AG Joins the Pause Cause
- SpaceX launches its massive Starship rocket into orbit for the first time
- Turkey Releases Comedian Jailed Over Stand-Up Show That Drew 15 Million Views
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本期节目由 Bri 出品。Bri 使用先进的 AI 技术将你在意的资讯转换成适合收听的播客。如需联系，请发邮件至 [email protected]。
16 min - 0922 | AI狂热、伊朗变局与市场十字路口
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
- SpaceXAI’s Grok Bot Gains Early Traction
- Altman and Amodei expected to join UN Security Council meeting about AI
- Goldman's Snider Expects Double-Digit S&P Earnings Growth
- Nvidia options are doing something unusual ahead of two catalysts. Here's how one trader is playing it
- No new stock highs, no problem: Options traders bet they're coming in these names
- Santoli: The S&P 500 is within striking distance of record as bull relies on familiar leadership
- 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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本期节目由 Bri 出品。Bri 使用先进的 AI 技术将你在意的资讯转换成适合收听的播客。如需联系，请发邮件至 [email protected]。
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美股收盘后的冷静复盘：发生了什么、为什么重要，以及接下来关注什么。