美击沉伊朗油轮后伊朗称袭击关联船只,俄乌特使赴基辅
Bloomberg This Weekend | Iranian Tanker Sinks, Push For Peace in Ukraine, State of the Labor Unions
中东局势升级直接影响霍尔木兹海峡航运安全与原油供应预期,俄乌和谈出现实质性接触进展。建议关注原油价格波动、航运保险费率变化及地缘风险溢价。
CHRISTINA: COMING UP ON "BLOOMBERG THIS WEEKEND," IRAN IS HITTING BACK. NEW DETAILS ON WHAT THEY ARE TARGETING AND WHAT IT MEANS FOR TRAFFIC IN THE STRAIT OF HORMUZ.
PLUS, A PUSH FOR PEACE. JARED KUSHNER AND STEVE WITKOFF ARRIVED IN KYIV IN -- AFTER A THREE-HOUR MEETING WITH RUSSIAN PRESIDENT.
WHEN WE RETIRE, WE'LL HAVE ALL THESE INCREDIBLE STORIES AND INCREDIBLE MEMORIES AND YOURS WILL BE RIGHT AT THE TOP OF IT ALL. CHRISTINA: AND WE ARE TALKING LABOR THIS LABOR DAY WEEKEND. ESPECIALLY AS AI AND TECHNOLOGY START TO IMPACT JOBS. WE ARE SEEING IT ALREADY. PEOPLE NEED MORE POWER. THEY NEED A VOICE, AND THEY SEE UNIONS AS A WAY TO DO THAT.
BY THE PRESIDENT OF THE AFL-CIO SAYS UNIONS ARE THE MOST POPULAR THEY HAVE BEEN SINCE THE 1950'S. HAPPY SUNDAY. WELCOME TO "BLOOMBERG THIS WEEKEND." WE ARE COMING TO YOU LIVE FROM OUR WORLD HEADQUARTERS IN NEW YORK. JEFF: IT IS SUNDAY, SEPTEMBER 6. WELCOME TO OUR LISTENERS AND VIEWERS ACROSS ALL OUR BLOOMBERG PLATFORMS, ON RADIO, TV, STREAMING ON BLOOMBERG.COM, AND ON THE BLOOMBERG BUSINESS APP. CHRISTINA: WE HAVE A PACKED SHOW FOR YOU.
OUR CONTROL ROOM WAS SENDING US A LIST OF DATELINE'S. WE WILL HAVE REPORTS FROM JERUSALEM, BERLIN, OTTAWA, SINGAPORE, WASHINGTON, DETROIT, AND SOMEWHERE IN CALIFORNIA. JEFF: IT IS A BUNCH. CHRISTINA: WE WILL START WITH THE HEADLINES IN LISA MATEO. LISA: YOU GOT IT. U.S. ENVOY STEVE WITKOFF AND JARED KUSHNER ARE IN KYIV TODAY AFTER MEETING WITH RUSSIAN PRESIDENT VLADIMIR PUTIN IN MOSCOW FOR MORE THAN THREE HOURS YESTERDAY.
THE TALKS ALSO INCLUDED ECONOMIC MATTERS AND POSSIBLY U.S. RUSSIAN PROJECTS. A THREE-DAY HOLD ON STRIKES WAS ORDERED, AND VOLODYMYR ZELENSKYY SAYS UKRAINE IS PREPARED TO HALT STRIKES ON MOSCOW UNTIL MONDAY. YET STILL, RUSSIA AND UKRAINE EXCHANGE A WAVE OF OVERNIGHT STRIKES. THERE IS REPORTS OF AN ATTACK IN CENTRAL RUSSIA NEAR AN OIL REFINERY. UKRAINE'S AIR DEFENSE SAYS RUSSIA LAUNCHED MORE THAN 100 ROUNDS FIRED TO THE CONFLICT IN THE MIDDLE EAST, WHERE IRAN SAYS IT TARGETED THREE OIL TAKERS USING AN UNAUTHORIZED ROUTE TO THE STRAIT OF HORMUZ AS WELL AS A NUMBER OF OTHER U.S.
LINKED SHIPS. THE TELEGRAM POST FROM IRGC DID NOT SPECIFY WHETHER THE VESSELS WERE HIT. THE U.S. HAS NOT CONFIRMED THAT ATTACK. THIS COMES A DAY AFTER THE U.S. MILITARY SAID IT STRUCK THREE IRANIAN OIL TANKERS, DESTROYING ONE IN RESPONSE TO A MISSILE ATTACK ON NAVY WARSHIPS. ON X, THE ADMIRAL SAID, LET THE MESSAGE TO BE CLEAR. IF YOU SHOULD AT OUR SHIPS, IT WILL POST A GREATER ECONOMIC COST. INDONESIA DOES VOLCANO ERUPTED.
THEY SHOWED ACTIVITY SATURDAY AND ERUPTED FOR 30 SECONDS ON MONDAY. THERE WERE NO CASUALTIES AND EVACUATION ORDER ISSUED. IT DID PROMPT THE CANCELLATION OF ALL FLIGHTS AT THE INTERNATIONAL AIRPORT IN JAKARTA AFTER VOLCANIC ASH DRIFTED ACROSS PARTS OF WESTERN INDONESIA. AND HAWAII COULD BE FACING ITS SECOND HURRICANE IMPACT IN A MATTER OF WEEKS AS HURRICANE LOWELL THREATENS COMMUNITIES STILL RECOVERING FROM HURRICANE LOLA.
SUSTAINED WINDS OF 130 MILES PER HOUR. IT IS FORECAST TO APPROACH THE HAWAIIAN ISLAND ON MONDAY NIGHT. THE NATIONAL HURRICANE CENTER ISSUED A TROPICAL STORM WATCH FOR KAWAI COUNTY. IT IS EXPECTED TO BE NEAR A MAJOR HURRICANE STRENGTH WHEN IT MAKES ITS CLOSEST APPROACH TO THE HAWAIIAN ISLANDS. AND A CANDLELIGHT VIGIL WAS HELD IN KATHMANDU TO REMEMBER VICTIMS OF RECENT FLOODS IN NEPAL. ORGANIZERS SAY THE GATHERING WAS SET TO HONOR VICTIMS AND PROVIDE A SPACE FOR PEOPLE TO REMEMBER THOSE WHO DIED.
AT LEAST 1300 PEOPLE WERE KILLED IN THE AUGUST 26 FLOODS THAT WAS LIKELY CAUSED BY A GLACIER COLLAPSE. CHRISTINA: YOU DOING OK OVER THERE? LISA: I GET THIS TICKLE RIGHT BEFORE YOU COME TO ME. [LAUGHTER] CHRISTINA: THIS IS GOING TO BE A LONG NEWS GLASS. WE GOT YOU. DRINK THE TEA. WE WILL TAKE CARE OF THE NEXT BLOCK. THANK YOU SO MUCH. WE ARE GETTING A NEW LOOK THIS MORNING. THE IMPACT OF THE U.S. MILITARY STRIKES ON THREE IRANIAN TANKERS NEAR KHARG ISLAND.
CENTCOM RELEASE TO THIS VIDEO SHOWING ONE OF THE SHIPS SMOKING IN ON THAT SIDE BEFORE SINKING. THAT A COMPANY TO POST FROM CENTCOM THAT SAID THANKS TO THE PRECISION AND PROFESSIONALISM OF AMERICAN SERVICE MEMBERS, THE KYLO JOINED IRAN'S NAVY AT THE BOTTOM OF THE SEA. JEFF: PETE HEGSETH ECHOED THAT, SAYING. , IT IS SIMPLE. IF YOU'RE ONTO THAT U.S. SHIPS, WE WILL DESTROY AND SINK OIL TANKERS. ALL THEY HAVE TO DO IS NOT SHOOT AT THE U.S.
NAVY. IRAN'S OIL TANKER FLEET IS DEFENSELESS. IRAN HAS NO NAVY OR AIR FORCE. OUR PLANES, SHIPS, AND SUBS CAN STRIKE THEM ALL. JOINING US IS DAN WILLIAMS. THE DEFENSE SECRETARY OR SECRETARY OF WAR MAKES THE CASE, AND SO DOES PRESIDENT TRUMP, THAT THE ENTIRE IRANIAN MILITARY IS MORE OR LESS UNDER THE SEA. BUT THEY ARE STILL STRIKING. WHAT IS IT? IS THAT RIGHT? DAN: WHAT IS ABSENT SO FAR IS PROOF, VIDEO EVIDENCE OF THE KIND SUPPLIED BY THE AMERICANS.
TO ADD FOR OUR VIEWERS, FOR NOW, THERE IS VERY SCANT DETAIL ABOUT THOSE CLAIMED RETALIATORY STRIKES BY IRAN, THIS TIME AGAINST U.S. LINKED SHIPPING. I AM NOT AWARE OF THE IRANIANS PUBLISHING NAMES OR LOCATIONS. CERTAINLY NOT VIDEO. THE QUESTION IS, IS THIS MUSCLE FLEXING WITH TRUTH BEHIND IT, OR IS IT JUST MUSCLE FLEXING? THE SHIPPING INDUSTRY IS FAMOUSLY RISK-AVERSE. A LOT OF MONEY RIDING ON IT. GENERALLY, IT GENERATES A DEGREE OF TRANSPARENCY, SO I IMAGINE WE WILL KNOW THE TRUTH OF THIS FAIRLY SOON, DESPITE THE FACT WE ARE SPEAKING OVER A WEEKEND.
WHAT IS CLEAR IS THAT BOTH SIDES ARE NOT SHORT ON BLUSTER. THEY ARE TRYING TO AT LEAST OUTDO EACH OTHER IN TERMS OF THE TONE. AND IN TERMS OF PUBLIC FORUM, IF WE STEP ASIDE FROM THE ACTUAL SHOOTING AND SINKING GOING ON IN HORMUZ, IT IS CLEAR EACH SIDE IS TRYING TO AFFECT THE MORALE OF THE OTHER AND THE WILL OF THE OTHER TO REMAIN IN THIS FIGHT. CHRISTINA: IT IS AN INFORMATION WAR AS MUCH AS ANYTHING ELSE. AS YOU KNOW, WE TRACK SHIPPING VERY CLOSELY AT BLOOMBERG.
WE HAVE A GRAPHIC FOR OUR VIEWERS. IT LOOKS LIKE A SCATTER PLOT. IT IS UP AND DOWN. THE BAR CHART IS DOWN MOST RECENTLY AS THIS UNCERTAINTY CONTINUES. WE ALSO HAD SECRETARY BESSENT ON FOX NEWS LAST NIGHT TALKING ABOUT WHAT THE U.S. IS TRYING TO DO AS FAR AS SANCTIONS WITH IRAN. TAKE A LISTEN.
THIS IS THE GREATEST ECONOMIC ISOLATION OPERATION IN THE HISTORY OF THE WORLD. WE ARE GOING TO ASPHYXIATE THIS REGIME. NOW WE HAVE THE BLOCKADE. BECAUSE OF THE BLOCKADE. CHRISTINA: THERE IS NEW REPORTING AND WRITING ABOUT WHO CAN OUTLAST WHOM BETTER? SANCTIONS IN IRAN ARE STARTING TO HAVE DIMINISHING RETURNS BECAUSE IT'S ALREADY ONE OF THE MOST HEAVILY SANCTIONED COUNTRIES IN THE WORLD. HAVE WE SEEN ANY NEW IMPACTS IN WHAT THE WHITE HOUSE IS CALLING THIS UNPRECEDENTED SANCTIONS ACTION AGAINST IRAN, AND DO WE THINK IT IS GOING TO MAKE ANY DIFFERENCE WITH THE LEADERSHIP OR HOW THEY ARE MAKING THESE DECISIONS?
DAN: ONE YARDSTICK, AND THIS IS ONE OFFERED BY THE TREASURY HIMSELF IN THAT INTERVIEW WAS WHAT HE DESCRIBED AS THE SOON TO BE EXPIRATION OF CHINESE CONSUMPTION OF IRANIAN CRUDE. THERE ARE SOME 30 MILLION BARRELS OF IRANIAN CRUDE STILL OUT THERE WAITING TO BE BOUGHT. ONCE THAT IS EXHAUSTED, THERE WON'T BE ANY MORE TO BE BOUGHT BY THE CHINESE. THIS IS RATHER DEFT. FIRST OF ALL, IT IS A YARDSTICK SO IT IS WORTH FOLLOWING TO SEE IF THAT IS BORNE OUT.
IT IS A READILY NIFTY -- RATHER NIFTY WAY FOR THE U.S. ADMINISTRATION TO SIDESTEP A MORE UNWIELDY CONFRONTATION WITH CHINA OVER ITS CONSUMPTION OF CRUDE, IF THE ADMINISTRATION COMMENCES IT SOUTH THAT CONSUMPTION IS ON ITS WAY TO ENDING ORGANICALLY. WHY PREEMPT IT UNNECESSARILY WITH A FIGHT WITH THE CHINESE, IMPLEMENTED FIGHT -- A POLITICAL FIGHT, AND ECONOMIC FIGHT, A SHORT TIME BEFORE PRESIDENT TRUMP IS SET TO BE MEETING CHINESE LEADER XI JINPING?
HE IS PLAYING DOMESTICALLY AND SOMETIMES FUNNY RELATIONSHIP WITH CHINA. CHRISTINA: WE APPRECIATE YOUR INSIGHT. JEFF: OVERNIGHT, U.S. PRESIDENTIAL ENVOYS JARED KUSHNER AND STEVE WITKOFF ARRIVED IN KYIV FOR THE FIRST TIME TO MEET WITH PRESIDENT ZELENSKYY. CHRISTINA: THIS FOLLOWS THEIR MEETING WITH VLADIMIR PUTIN. ALL SIDES SAY THEY ARE SEEK
原文超出正文长度上限,此处截断——上游还有内容,完整版见上方「原文 ↗」。
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