美债收益率飙升,市场押注美联储下周加息
Bloomberg Money Minute: Bond Yields Surge as Oil Rallies
核心宏观变量(利率与通胀)出现实质性价格信号,直接关联美联储政策路径,建议关注债市波动对各类资产定价的重估影响。
This is a Bloomberg money minute. Stocks are lower. Yields on U.S. government bonds are rising to fresh, multi-year highs as oil prices extend their surge. This is prompting traders to add to events that the Federal Reserve will raise interest rates as soon as next week. Analysts are pointing out that crude oil is driving inflation, and if that starts getting into the system, it is going to be hard to contain. Oracle shares have been struggling this year as investors worry about the massive debt load the software and cloud computing company has taken on to build out artificial intelligence infrastructure.
这是彭博社的财经快讯。股市下跌,美国国债收益率升至多年新高,油价持续飙升。这促使交易员们增加对美联储将于下周初加息的预期。分析师指出,原油正在推高通胀,如果通胀开始蔓延至整个经济体系,将难以遏制。甲骨文股价今年表现疲软,因为投资者担忧这家软件和云计算公司为构建人工智能基础设施而背负的巨额债务。
Now, its earnings after the close today will give Wall Street indication of how much patience that investors have left for such heavy AI spending. NFL commissioner Roger Goodell said he'll consider reworking game packages when the league thinks its next media rights deal. In an interview with CNBC, he said the packages have to adjust for modern TV consumption habits and the shift to streaming. John Tucker Bloomberg.
如今,该公司今日盘后公布的财报将为华尔街提供线索,显示投资者对如此大规模的人工智能支出还能容忍多久。NFL(美国国家橄榄球联盟)总裁罗杰·古德尔表示,在联盟考虑重新谈判下一份媒体版权协议时,他将考虑调整赛事打包方案。在接受CNBC采访时,他表示,这些套餐必须适应现代电视观看习惯以及向流媒体平台的转变。约翰·塔克,彭博社。
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