俄无人机袭击乌克兰致27死，特朗普称达成历史性石油协议
Bloomberg This Weekend | Deadly Strikes in Ukraine, ‘Historic’ Oil Deal, High-end Hybrids
COMING UP ON BLOOMBERG THIS WEEKEND, OVERNIGHT RUSSIA UNLEASHES A DEADLY DRONE STRIKE ON UKRAINE, KILLING DOZENS NEAR THE CAPITAL,. QUESTIONS REMAIN ABOUT THE CIA DIRECTOR'S SURPRISE VISIT TO MOSCOW THIS WEEK. DAVID: WHAT WE'RE LEARNING AND THE IMPACT ON GLOBAL OIL AND GAS PRICES. CHRISTINA: THE NEED FOR SPEED WHILE STILL GOING GREEN. WHY LUXURY HYDRATES -- LUXURY HYBRIDS ARE PULLING AHEAD.
本期彭博周末节目预告：隔夜俄罗斯对乌克兰发动致命无人机袭击，首都附近数十人丧生。中央情报局局长本周突访莫斯科仍存疑问。大卫：我们了解到的情况及其对全球油气价格的影响。克里斯蒂娜：在追求环保的同时也要追求速度。为何豪华混动车正领跑市场。
YOU DON'T CARE ABOUT RANGE DRIVING AROUND YOUR NEIGHBORHOOD, YOU CARE ABOUT SHOWING OFF IN YOUR SUPERCAR. [INTRO MUSIC] CHRISTINA: I DON'T HAVE A SUPERCAR. I GUESS I'M TRYING TO SHOW OFF MY SNEAKERS. HAPPY SATURDAY. WE ARE COMING TO YOU LIVE FROM OUR WORLD HEADQUARTERS IN NEW YORK. BAILEY: I'M BAILEY LIPSCHULTZ IN FOR DAVID GURA. WELCOME TO OUR LISTENERS ACROSS ALL OF OUR PLATFORMS. CHRISTINA: WELCOME. BAILEY: I DON'T HAVE GLASSES BUT I DO HAVE A BEARD AND I'M WEARING JEANS.
你在社区周边开车不在乎续航，你关心的是开超跑炫酷。[开场音乐] 克里斯蒂娜：我没有超跑。我想我是在炫耀我的运动鞋。周六快乐。我们在纽约世界总部为您直播。贝利：我是贝利·利普舒尔茨，代班大卫·古拉。欢迎各平台听众收听。克里斯蒂娜：欢迎。贝利：我没戴眼镜，但我有胡子，还穿着牛仔裤。
CHRISTINA: FOR OUR RADIO LISTENERS I BELIEVED BAILEY AND WEARING JEANS BECAUSE IT IS A WEEKEND SHOW. BAILEY: I WAS EVEN CONSIDERING A TIE LIKE JOE MATHIEU. CHRISTINA: NOT ON MY SHOW. WHO ALSO DOESN'T HAVE A TIE, NATHAN. NATHAN: A RUSSIAN DRONE ATTACK HAS LEFT AT LEAST 27 PEOPLE DEAD NEAR UKRAINE'S CAPITAL,. REGIONAL MILITARY CHIEFS IS AT LEAST 50 RESIDENTIAL BUILDINGS WERE DAMAGED AND 370 PEOPLE HAVE BEEN EVACUATED. THE UKRAINIAN PRESIDENT VOLODYMYR ZELENSKYY SAYS A WAREHOUSE EXPLODED IN THE ATTACK.
克里斯蒂娜：对于广播听众，我相信贝利穿着牛仔裤，因为这是周末节目。贝利：我甚至考虑像乔·马蒂厄那样系领带。克里斯蒂娜：我的节目不行。也没有领带的还有内森。内森：俄罗斯无人机袭击已导致乌克兰首都附近至少27人死亡。地区军事负责人表示至少50栋住宅楼受损，370人已被疏散。乌克兰总统泽连斯基称袭击中一座仓库发生爆炸。
HE SAYS CRIMINAL NEGLIGENCE PROCEEDINGS HAVE BEEN OPENED WITH A WARNING THAT AMMUNITION CANNOT BE STORED IN YOUR HOMES. IN THE HIMALAYAS THE DEATH TOLL IS UP TO L.A. 633 FROM THE FLASH FLED ALONG THE NEPAL-CHINA BORDER AND MORE THAN 3000 ARE MISSING AS RESCUE EFFORTS ENTERING FOURTH DAY. HELICOPTERS ASSUMED OPERATIONS IN ONE OF THE DISTRICTS DEVASTATED BY THE FLOOD' AS BAD WEATHER TEMPORARILY HALTED RESCUES. HIS COUNTRY IS GETTING COOPERATION FROM CHINA AND INDIA WHILE OTHERS LIKE JAPAN AND AUSTRALIA ARE CONTRIBUTING AS WELL.
他表示已启动刑事过失调查，并警告弹药不能存放在家中。在喜马拉雅山区，尼泊尔-中国边境山洪死亡人数已升至633人，超过3000人失踪，救援工作进入第四天。直升机在受洪水重创的其中一个地区恢复作业，恶劣天气曾暂时中断救援。该国正获得中国和印度的合作，日本和澳大利亚等国也在提供援助。
PRESIDENT TRUMP IS CALLING THIS THE BIGGEST OIL DEAL IN WORLD HISTORY. HE POSTED ON THROUGH THE SOCIAL LAST NIGHT THAT THE U.S. HAS SECURED MAJORITY CONTROL OF MORE THAN 60 5 BILLION BARRELS OF VENEZUELAN OIL. THE U.S. OFFICIAL SAYS THE GOVERNMENT WILL CONTROL 65% OF EFFECTIVE UP WITH THEIR JOINT VENTURE AND WILL OBTAIN THE TOILET COST. THE ANNOUNCEMENT SPARKED A SOCIAL MEDIA BACKLASH FROM VENEZUELANS WHO ACCUSE INTERIM PRESIDENT RODRIGUEZ OF GIVING AWAY THEIR COUNTRY'S OIL WEALTH.
特朗普总统称这是世界历史上最大的石油交易。他昨晚在社交媒体上发帖称，美国已获得委内瑞拉超过650亿桶石油的多数控制权。美国官员表示，政府将控制合资企业65%的有效权益，并将获得相关成本。该声明在社交媒体上引发委内瑞拉人的强烈反弹，他们指责临时总统罗德里格斯出卖国家石油财富。
SIX MONTHS INTO THE WAR WITH IRAN, THE PRESIDENT OF THE COUNTRY'S SIGNALING HE IS READY TO COMPROMISE IN A TELEVISED ADDRESS LAST NIGHT. THE PRESIDENT SAID IRAN MAY NOT ACHIEVE 100% OF ITS GOALS BUT TAKING AN ALL OR NOTHING APPROACH WON'T YIELD RESULTS. THEY DID NOT DETAIL ANY POTENTIAL CONCESSIONS HE MIGHT MAKE. THE U.S. HAS PIVOTED TO ECONOMIC PRESSURE AGAINST IRAN. THE LEADER OF THE SENECA NATION IN NEW YORK HAS CRITICIZED PRESIDENT TRUMP FOR RENAMING LAKE ONTARIO TO LAKE AMERICA SAYING THE NAME CHANGE VIOLATES A 225-YEAR-OLD TREATY AND IT SHOWS DISRESPECT FOR INDIGENOUS PEOPLE ON BOTH SIDES OF THE BORDER.
与伊朗开战六个月后，该国总统在昨晚的电视讲话中暗示他准备妥协。总统表示，伊朗可能无法实现其100%的目标，但采取全有或全无的做法不会产生结果。他们没有详细说明他可能做出的任何潜在让步。美国已转向对伊朗施加经济压力。纽约塞内卡民族的领袖批评特朗普总统将安大略湖更名为美国湖，称这一改名违反了已有225年历史的条约，并显示出对边界两侧原住民的不尊重。
JUST THE WAY HE WENT ABOUT IT. BECAUSE HE'S HAVING A DISAGREEMENT WITH CANADA OVER HIS TARIFFS AND THINGS LIKE THAT, PLEASE SHOOT FROM THE HIP REACTIONS, THEY ARE NOT SOMETHING YOU WOULD EXPECT FROM THE PRESIDENT OF THE UNITED STATES. NATHAN: THE SENECA NATION SAYS PRESIDENT TRUMP'S ORDER TO RENAME THE GREAT LAKES SHOULD BE RESCINDED. CHRISTINA: A LOT OF PEOPLE ARE UPSET BECAUSE IT WAS MISSING OF THE ACRONYM THEY LEARNED TO LEARN THE GREAT LAKES.
正是他处理此事的方式。因为他与加拿大在关税等问题上存在分歧，这种即兴反应，不是你对美国总统所期望的。内森：塞内卡民族表示，特朗普总统下令重命名五大湖的命令应被撤销。克里斯蒂娜：很多人感到不满，因为它缺少了他们学习五大湖时所学的首字母缩略词。
BAILEY: HOMES. SOME SAY SHAME. CHRISTINA: OTHERS ARE UPSET THAT IT MIGHT SOUND LIKE HAMAS AND CONFUSE THE CHILDREN. BAILEY, YOU WANT TO CONFUSE THE CHILDREN AS WE TALK ABOUT EVERYONE HAS BEEN TALKING ABOUT. COMING FROM COLORADO AND I'VE SELDOM SPOKE ABOUT WILLIAM AND THAT EVERYONE IS TALKING ABOUT WYOMING. BAILEY: JACKSON HOLE IS ALL THAT MATTERED OUTSIDE NVIDIA EARNINGS, BUT THAT WAS THE BIG TAKE AWAY THE LAST FRIDAY OF AUGUST, NONETHELESS.
贝利：家园。有人说可耻。克里斯蒂娜：其他人则担心它可能听起来像哈马斯，并让孩子们感到困惑。贝利，你想让孩子们困惑，因为我们谈论的是每个人都在谈论的事情。来自科罗拉多州，我很少谈论威廉，而每个人都在谈论怀俄明州。贝利：杰克逊霍尔在英伟达财报之外才是最重要的，但那是八月份最后一个星期五的重大收获，尽管如此。
CHRISTINA: KEVIN WARSH DELIVERING HIS FIRST SPEECH AT THE JACKSON HOLE ECONOMIC SYMPOSIUM ON FRIDAY TELLING CENTRAL BANKERS RESPONSIBILITY FOR INCREASED INFLATION LAYS FULLY WITH THE FED. TAKE A LISTEN.
克里斯蒂娜：凯文·沃什周五在杰克逊霍尔经济研讨会上发表了他的首次演讲，告诉央行行长们，通胀上升的责任完全在于美联储。请听。
THERE IS ONE SIGNAL NOBODY CAN MISS. RESPONSIBILITY FOR 65 MONTHS OF SUSTAINED ELEVATED INFLATION SITS SQUARELY WITH THE CENTRAL BANK. AND THAT'S WHERE IT BELONGS. SO HERE IS MY STANDARD. WE MUST BE CONFIDENT THAT UNDERLYING INFLATION IS MOVING TO OUR OBJECTIVE, CLEARLY AND SUFFICIENT SPEED. OTHERWISE, WE HAVE WORK TO DO. THAT IS OUR JOB. THAT IS OUR MANDATE. AND THAT IS OUR CHURCH TO KEEP. BAILEY: FOR MORE ON WHAT WE HEARD FROM WARSH AND THE FED'S PATH FORWARD WE ARE JOINED BY KEVIN GORDON, HEAD OF MICRO RESEARCH AND STRATEGY AT SCHWAB IN THE STUDIO AND THE HEAD OF EQUITY INVESTMENTS AT ALL SPRING GLOBAL INVESTMENTS.
有一个信号没有人能忽视。持续65个月的高通胀责任完全在于中央银行。这就是它应有的归属。所以这是我的标准。我们必须确信，潜在通胀正以明确且足够的速度向我们的目标移动。否则，我们就有工作要做。那是我们的工作。那是我们的使命。那是我们必须坚守的职责。贝利：关于我们从沃什和美联储未来路径听到的更多信息，我们邀请到了施瓦布微观研究与策略主管凯文·戈登，以及奥尔斯普林全球投资股票投资主管，来到演播室。
KEVIN, IT FELT LIKE LISTENING TO WARSH SPEAK. INITIALLY I WAS LIKE THIS IS A NOTHING BURGER. NOTHING NEW. THE MORE I SPOKE WITH PEOPLE HAVE TO WORK MY MIND CHANGED. WHAT WAS YOUR TAKE AWAY INITIALLY? KEVIN: THIS SPEECH WAS THE SET OF REMARKS WE WERE LOOKING FOR IN JULY AFTER THE PRESS CONFERENCE. ESSENTIALLY RIGHTSIZES AND CORRECTS FOR THE AMBIGUOUS MESSAGE COMING FROM THE CHAIR AFTER THE JULY DECISION TO KEEP RATES STEADY.
凯文，这感觉就像在听沃什讲话。起初我觉得这没什么新意，都是老生常谈。但我和更多人交谈后，想法改变了。你最初的理解是什么？凯文：这篇演讲正是我们在七月新闻发布会后一直在寻找的那套言论。它基本上对七月决定维持利率不变后主席发出的模糊信息进行了调整和修正。
I THINK IT WAS CERTAINLY WHAT A LOT OF PEOPLE WERE LOOKING FOR. I THINK MORE THAN CLEARED THE BAR FOR WHAT THE CONSENSUS WAS COMING INTO THIS BECAUSE THERE WERE A LOT OF QUESTIONS ABOUT WHETHER HE WOULD EVEN TALK ABOUT INFLATION, LABOR, AND THE DYNAMICS OF THE ECONOMY. THE FACT THAT YOU DID GET THIS MORE LAID OUT A SCENARIO IN HIS ECONOMIC ANALYSIS I THINK IS REALLY HIM CATCHING UP WITH THE REST OF THE COMMITTEE HAS BEEN DOING.
我认为这确实是很多人期待已久的。我觉得它远远超出了人们进入这次会议前的共识预期，因为有很多人质疑他是否会谈论通胀、劳动力以及经济动态。事实上，他在经济分析中确实给出了更详细的场景描述，我认为这真的是他在追赶委员会其他成员一直在做的事情。
TALKING ABOUT -- MAYBE NOT EXPLICITLY HIS PURE REACTION FUNCTION -- BUT HOW HE IS SEEING THE ECONOMY. WHAT ARE THE DRIVERS. BUSINESS INVESTMENT, OUR FINANCIAL CONDITIONS BEING RESTRICTIVE -- HIM NOT SEEING THAT NOW WITH WEAKNESS IN HOUSING AND AGRICULTURE, HE MADE THAT SPECIFIC CALL OUT EVEN THOUGH YOU'RE SEEING WEAKNESS THERE. THAT'S WHERE RATE CUTS WOULD HELP. HE'S NOTHING THAT IS A CASE TO BE MADE THAT THE BROADER ECONOMY IS UNDER THIS PRESSURE FROM FED POLICY RIGHT NOW.
谈到——也许不是明确地谈他的纯粹反应函数——而是他如何看待经济。驱动因素是什么。商业投资、我们的金融条件是否具有限制性——他现在没有看到这一点，尽管住房和农业领域出现疲软，他特别指出了这一点。这就是降息会有帮助的地方。他并没有说当前更广泛的经济正受到美联储政策的压力。
I THINK THAT HE CERTAINLY CHECKED A LOT OF BOXES IN TERMS OF WHAT INVESTORS ARE LOOKING FOR AND I THINK MOST IMPORTANTLY REALLY REAFFIRMED THAT COMMITMENT TO PCE BEING THE TARGET AND 2% BEING ALSO THE INFLATION TARGET. THE INFLATION METRIC AND ALSO THE RATE OF CHANGE. FIRMLY I THINK RECOMMITTING TO THAT WAS CRUCIAL. BECAUSE ESPECIALLY IN THE LAST MEETING THERE IS A LITTLE BIT OF AMBIGUITY AROUND WHETHER HE WAS GOING TO LOOK AT A DIFFERENT SET OF METRICS AND NOT NECESSARILY PCE.
我认为他确实在投资者所期待的方面打了很多勾，而且我认为最重要的是，他真正重申了对PCE作为目标以及2%作为通胀目标的承诺。通胀指标以及变化率。我认为坚定地重申这一点至关重要。因为特别是在上次会议上，关于他是否会关注不同的指标而不一定是PCE，存在一些模糊性。
CHRISTINA: I THINK WHEN YOU LOOK AT THOSE FIRST REMARKS AND THEN THESE REMARKS THE THING THAT STRUCK ME AS THE PLEDGE THAT HE WOULD TAKE ACTION. RIGHT. HE SAYS IF YOU DON'T HAVE CONFIDENCE, THEN WE HAVE MORE WORK TO DO. I THOUGHT THAT WAS SIGNIFICANT. I'M ALSO WONDERING IF YOU THINK THIS IS HIM TRYING TO WRESTLE MONETARY POLICY BACK AWAY FROM HIS ASSOCIATE OVER AT THE TREASURY WHO HAS BEEN MAKING MOVES LATELY?
克里斯蒂娜：我认为当你看到那些最初的言论和这些言论时，最让我印象深刻的是他承诺会采取行动。没错。他说如果你没有信心，那么我们还有更多工作要做。我认为这很重要。我还想知道，你是否认为这是他在试图从财政部那位同事手中夺回货币政策的主导权，因为那位同事最近一直在采取行动？
HE HAS BEEN FOCUSED ON WHAT HIS MANDATE IS AND HE TRIED TO DESCRIBE THAT PRETTY WELL YESTERDAY. I THINK HIS MESSAGE WAS MUCH SHARPER THAN IT HAS BEEN IN THE PAST. AS AN EQUITY INVESTOR I WAS THRILLED TO HEAR HIM TALK ABOUT THE STRENGTH OF THE ECONOMY, LIKE KEVIN MENTIONED. BUT ALSO CLEARLY FOCUSED ON INFLATION AND WHAT THEY NEED TO DO TO KEEP IT IN CHECK. LOOK, I KNOW THERE'S A LOT OF TALK BETWEEN MONETARY AND FISCAL POLICY AND HOW THOSE TWO WORKED TOGETHER, BUT I THINK RIGHT NOW KEVIN IS STAYING IN HIS LANE AND I THINK THE MARKET IS MORE COMFORTABLE, IF ANYTHING, THAT KEVIN STANDS IN THE DIRECTION GOING FORWARD.
他一直专注于自己的职责所在，并且昨天他很好地阐述了这一点。我认为他的信息比以往更加明确。作为股票投资者，听到他谈论经济实力，我感到非常振奋，正如凯文所提到的。但同时，他也明确关注通胀以及需要采取什么措施来控制通胀。听着，我知道在货币政策和财政政策之间有很多讨论，以及这两者如何协同作用，但我认为现在凯文正在坚守自己的职责范围，而且我认为市场更感到安心，如果有什么的话，那就是凯文在未来的方向上立场坚定。
BAILEY: KEVIN, I WANT TO COME BACK TO THE IDEA OF KEEPING AN EYE ON THE 2% INFLATION TARGET PEER CAN WITH THAT ULTIMATELY MEANS, AN EXPLANATION FOR WHAT IS VERY MUCH A LIVE SEPTEMBER MEETING. THE BARCLAYS CAME OUT SAYING THEY EXPECT A HIKE IN SEPTEMBER AND ANOTHER IN DECEMBER. HOW ARE YOU THINKING ABOUT THE PATH FORWARD. KEVIN: WE ARE IN THE WAIT AND SEE CAMP. THE FIRST STEP
贝利：凯文，我想回到关注2%通胀目标这个想法上，这最终意味着什么，以及对于九月份会议非常有可能采取行动的解释。巴克莱银行发表声明说，他们预计九月份会加息，十二月份还会再加一次。你对未来的路径是怎么考虑的？凯文：我们处于观望状态。第一步是……
更进一步：量化金融体系
看懂新闻只是起点——沿量化金融路径，把它变成能交付的工程能力