特朗普竞选与美联储9月会议纪要：司法部不重启鲍威尔调查
Trump Campaigns in Red States, Fed Minutes From September Rate Hike | Bloomberg This Weekend
COMING UP ON BLOOMBERG THIS WEEKEND. ATTORNEY GENERAL TODD BLANCHE TALKS ABOUT JEROME POWELL. ADDING.
本期彭博周末节目即将呈现。司法部长托德·布兰奇谈论杰罗姆·鲍威尔。补充道。
I THINK IT'S PRECLEARED NOT ACT APPROPRIATELY WITH REGARDS TO OVERSIGHT. DAVID: TREASURY SECRETARY SCOTT BESSENT DOWNPLAYING WORRIES ABOUT RISING YIELDS.
我认为这已获预先批准，但在监督方面并未恰当行事。大卫：财政部长斯科特·贝森特淡化了对收益率上升的担忧。
I CAN CONTROL THE BOND MARKET. WHAT I CAN DO IS TRY TO GET PEOPLE TO SLOW DOWN. DAVID: WHAT TO KNOW BEFORE MARKETS OPEN ON MONDAY. CHRISTINA: TAIWAN'S REPRESENTATIVE TO THE U.S. IS A MESSAGE ABOUT A PLANNED MEETING BETWEEN PRESIDENTS TRUMP AND XI.
我能控制债券市场。我能做的是试图让人们放慢脚步。大卫：周一市场开盘前需知事项。克里斯蒂娜：台湾驻美代表就特朗普总统与习主席计划中的会晤传递信息。
TAIWAN IS NOT ON THE MENU. CHRISTINA: HAPPY SUNDAY WELCOME TO BLOOMBERG THIS WEEKEND LIVE FROM OUR WORLD HEADQUARTERS IN NEW YORK. DAVID: ON OCTOBER THE FOURTH 2026, WELCOME TO OUR LISTENERS AND VIEWERS ACROSS HER BLOOMBERG PLATFORMS RADIO AND TELEVISION AND ON THE BLOOMBERG BUSINESS APP. ENERGY IN FOCUS ON THIS SUNDAY MORNING, MORE FIGHTING IN THE MIDDLE EAST BETWEEN THE HOUTHIS AND YEMENIS AS WELL AS AN OPEC DECISION.
台湾不在议程上。克里斯蒂娜：周日愉快，欢迎收看彭博周末节目，我们在纽约世界总部直播。大卫：2026年10月4日，欢迎收听收看彭博各平台、广播和电视以及彭博商业应用上的听众和观众。本周日上午聚焦能源，中东胡塞武装与也门之间冲突加剧，同时还有欧佩克的决定。
CHRISTINA: IN ADDITION TO THAT THERE ARE MORE TANKERS HEADED TO THE U.S. NOW BEEN ALMOST ANY TIME IN HISTORY. ALL THOSE TANKERS TRY TO GET THAT OIL AND EXPORT IT. THAT DOESN'T REALLY HELP THE REFINING CRUNCH IN THE LOAD CAPACITY WHICH IS LIMITED IN SOME OF THESE PORTS SO WE WILL BREAK DOWN HOW THAT PANS OUT. MYLES MILLER HAD AN INTERVIEW WITH ATTORNEY GENERAL TODD BLANCHE. FIRST WE WILL TALK TO LISA MATEO ABOUT THE HEADLINES.
克里斯蒂娜：除此之外，还有更多油轮正驶向美国，数量几乎超过历史上任何时候。所有这些油轮都试图获取石油并出口。这并不能真正缓解炼油瓶颈，因为其中一些港口的装载能力有限，所以我们将分析这一情况如何发展。迈尔斯·米勒采访了司法部长托德·布兰奇。首先，我们将与丽莎·马特奥讨论头条新闻。
LISA: ELECTION POLLS OF OPENED IN BRAZIL. PRESIDENT LULA DA SILVA AND RIGHT WING CHALLENGER FLAW FEEL BOLSONARO REMAIN LOCKED IN A TIGHT RACE. IF NO CANDIDATE RECEIVES A MAJORITY IN THE FIRST ROUND, THE TOP TO ADVANCE FOR RUNOFF ON OCTOBER 25. THE PRESENT CORNELL SPEAKING OUT ABOUT THE ALLEGED GANG RAPE IN 2024 A MORE THAN EIGHT MINUTE VIDEO MESSAGE CALLING THE INCIDENT DEEPLY DISTURBING.
丽莎：巴西选举投票已开始。总统卢拉·达席尔瓦和右翼挑战者雅伊尔·博索纳罗仍处于激烈竞争中。如果没有候选人在第一轮中获得多数票，前两名将于10月25日进入决选。康奈尔大学校长就2024年涉嫌轮奸案发表讲话，发布了一段超过八分钟的视频消息，称该事件令人深感不安。
MY HEART ACHES WHEN I THINK. IT RAISES HEARTBREAKING AND TROUBLING ISSUES ABOUT SEXUAL ASSAULT, DEHUMANIZATION AND ASPECTS OF PARTY CULTURE. LISA: REAFFIRMING HIS COMMITMENT TO SUPPORTING AN INDEPENDENT REVIEW OF CORNELL'S HANDLING OF THE CASE. THE BOARD OF TRUSTEES WOULD ANNOUNCE DETAILS NEXT WEEK. THEY ALSO EXPRESS THE BOARD FROM KATHY HOCHUL'S DECISION OVER TO THE STATE ATTORNEY GENERAL COMMITTING CORNELL SUPPORT TO LEGISLATIVE EFFORTS TO CHANGE NEW YORK'S SEXUAL ASSAULT LAWS.
我一想到这件事就心痛。它引发了关于性侵犯、非人化以及派对文化某些方面令人心碎和不安的问题。丽莎：重申他支持对康奈尔大学处理此案进行独立审查的承诺。董事会将于下周公布细节。他们还表达了董事会对凯西·霍楚尔决定将此事交由州总检察长处理的看法，并承诺康奈尔支持修改纽约州性侵犯法律的立法努力。
TENNESSEE GOVERNOR BILL LEE SAYS THE HEAD OF THE STATE'S PRISON SYSTEM IS RESIGNING AFTER THE FAILED EXECUTION OF CRYSTAL PIKE. FRANK STRADA SAYS STEPPING ASIDE AS IN THE BEST INTEREST OF THE STATE AND A IS BEING CONDUCTED INTO WHAT WENT WRONG. PIKE'S LAWYERS SAY SHE WAS PLACED ON A VENTILATOR AND WAS UNCONSCIOUS IN THE HOSPITAL. INVESTIGATORS LOOK INTO THE MIND OF THE FED THIS WEEK WITH POLICYMAKERS RELEASING MINUTES FROM ITS LAST MEETING.
田纳西州州长比尔·李表示，在克里斯塔尔·派克执行死刑失败后，该州监狱系统负责人辞职。弗兰克·斯特拉达表示，退居幕后符合本州的最佳利益，目前正对事件原因展开调查。派克的律师称，她被置于呼吸机之上并在医院失去意识。本周，调查人员将审视美联储的内部情况，政策制定者发布了其上次会议的会议纪要。
IT COMES AFTER A SLOW DOWN THE U.S. JOBS MARKET THE DROVE STOCKS HIGHER. THE THOUGHT WITH THE FEDERAL RESERVE WOULD NOT BE FORCED TO LIFT RATES ANYTIME SOON. ATTORNEY GENERAL TODD BLANCHE SAYS U.S. JUSTICE DEPARTMENT IS NOT REOPENING A CRIMINAL INVESTIGATION INTO FORMER FED CHAIR JEROME POWELL. THE SURGING COST IN THE CENTRAL BANK'S BUILDING RENOVATION PRETTY SPOKE WITH MYLES MILLER IN AN EXCLUSIVE INTERVIEW FRIDAY.
此前美国就业市场放缓推动股市上涨，市场认为美联储短期内无需加息。司法部长托德·布兰奇表示，美国司法部不会重新开启对前美联储主席杰罗姆·鲍威尔的刑事调查。中央银行大楼翻修费用飙升，迈尔斯·米勒周五接受了独家采访。
I THINK IT'S CLEAR HE DID NOT ACT APPROPRIATELY AS FAR AS OVERSIGHT. OVER NOT -- NOT YOU KNOW MAKING MISTAKES AND NOT -- HAVING ANY SORT OF OVERSIGHT ISN'T NECESSARILY A CRIME. SO NOT TO TALK ABOUT AN INVESTIGATION FOR TO BE CLOSED THAT AS YOU KNOW. AND THERE'S NOTHING WE ARE NOT LOOKING AN INVESTIGATION TO HIM. LISA: YOU CAN WATCH THAT FULL INTERVIEW ON BLOOMBERG THIS WEEKEND. DAVID: STILL WAITING FOR THIS DOJ INVESTIGATIONS WE WILL SEE HOW THAT DEVELOPS.
“我认为很明显，他在监督方面行为不当。犯错以及缺乏某种形式的监督并不一定构成犯罪。因此，我不会谈论调查是否应被关闭，正如你所知的那样。我们也没有针对他的调查。丽莎：你可以在本周末的彭博社观看完整采访。大卫：我们仍在等待美国司法部的调查结果，我们将看看事态如何发展。”
THE FIRST BATCH OF 100 MILLION BARRELS OF OIL DIESEL WAS SUPPOSED TO BE RELEASED IN THE COMING WEEKS AS THE WORLD'S LARGEST ECONOMIES WERE TO BRING DOWN STEADILY HIGH PRICES THROUGH THE CONFLICT IN THE MIDDLE EAST.
首批1亿桶柴油预计将在未来几周内释放，作为世界上最大的经济体，旨在通过中东冲突逐步降低高企的价格。
IT STILL CLOSED ABOVE $100 IS FUTURES OPEN TONIGHT TRADERS WILL BE WATCHING FOR MORE INSTABILITY OVER THOSE SUPPLY CHAINS. JOINING US FROM DUBAI ARE'S ENERGY CORRESPONDENT. ANTHONY I WAS READING ABOUT A COUPLE THINGS SOME -- FIRST I WANTED TO START WITH HOW BIG OF AN IMPACT DO WE THINK THIS RELEASE IS 100 MILLION BARREL RELEASE WILL HAVE IS A JUST GOING TO BE A TEMPORARY? DO YOU THINK IN THE AGGREGATE WE WILL SEE MUCH IMPACT.
期货今晚开盘时仍收于100美元以上，交易员将密切关注供应链中的更多不稳定因素。来自迪拜的能源记者安东尼·伊与我们连线。我读到了一些事情——首先，我想从这1亿桶原油的释放会产生多大影响开始讨论，这只是一时的吗？你认为总体上我们会看到多大的影响。
ANTHONY: A BIG IMPACT IN PRICES BECAUSE THOSE DID TUMBLE ON FRIDAY WHEN THAT RELEASE WAS ANNOUNCED. BUT AS YOU SAY IT'S LIKELY TO BE A TEMPORARY IMPACT. BECAUSE THIS IS A STOCK. SO ONCE THAT STOCK IS PUT INTO THE MARKET AND USED THAT STOCK IS EXHAUSTED AT SOME POINT WHICH MEANS MORE BUYING. ALSO AS DOES HAPPEN WITH STOCKS YOU KNOW THIS IS A MARKET SO WE SEE PRICES GO DOWN WHEN WE HAVE ANNOUNCEMENTS OF NEW RELEASES AND THEN AS WE GET THOSE RELEASES, LEAD TRADERS AND THE INVESTORS WILL START LOOKING AT WHAT ELSE IS IN STOCKPILES AND HOW MUCH IS THERE THAT CAN BE REPLACED IN CASE OF AN EMERGENCY.
安东尼：由于周五宣布发布该消息时价格大幅下跌，这对价格产生了重大影响。但正如你所说，这很可能只是暂时的影响。因为这是库存油。所以一旦这些库存油进入市场并被使用，库存最终会耗尽，这意味着需要更多购买。此外，就像库存油市场通常发生的情况一样，当有新发布的消息时，我们会看到价格下跌；而当我们获得这些释放量后，领先交易员和投资者将开始关注库存中还有什么，以及在紧急情况下有多少可以被替代。
ONCE WE GET PEOPLE NERVOUS ABOUT THE RISKS OF AN EMERGENCY, LOOK AT THE STOCKPILES DEPLETED AND THAT SOURCE TO EDGE THE PRICES BACK UP. WE CAN LOOK AT THIS IN A POLITICAL CONTEXT SO THIS IS GOING TO BE A TEMPORARY ISSUE THAT IS TEMPORARY THROUGH THE FIRST WEEK OF NOVEMBER. THAT'S WHEN THOSE MIDTERMS ARE IN WE'VE SEEN THE IMPACT OF THIS THE U.S. DIESEL PRICES WHICH SEEMS TO BE VERY FOREFRONT IN THE MIND OF PRESIDENT TRUMP WHEN HE WAS TALKING ABOUT THE POTENTIAL U.S.
一旦人们对紧急风险感到紧张，看到库存减少，这种来源就会推动价格再次上涨。我们可以从政治背景来看待这个问题，因此这是一个在11月第一周暂时存在的问题。那时将举行中期选举。我们已经看到了这一点对美国柴油价格的影响，这在特朗普总统谈论潜在的美国……时似乎是他脑海中非常突出的问题。
DIESEL BAND WHICH HE SAYS THE U.S. WILL NO LONGER DO. SO IT IS REALLY THAT THE MEDIUM TERM DECREASE OF THE PUMP PRICES THAT'S SEEMS TO BE THE FOCUS AT LEAST OF DONALD TRUMP'S INTEREST IN THIS WHERE THE EUROPEANS LOOKING TO AVOID EXACTLY THAT DIESEL BAND. SO THERE WILL BE THIS TRANSITORY IMPACT AS YOU SAID IT IS THE ISSUE OF REFINERIES GETTING ENOUGH OF THAT DIESEL TO MARKET THAT STRIVING UP THE PRICES. THAT'S NOT GOING AWAY THAT WILL BE THE ISSUE INTO THE WINTER MONTHS IN THE U.S.
……柴油禁令，他说美国将不再这样做。所以真正引起关注的是泵送价格的中期下降，这似乎是唐纳德·特朗普对此感兴趣的焦点，而欧洲人则试图避免恰好出现那种柴油禁令。正如你所说，这将产生过渡性影响，问题是炼油厂能否获得足够的柴油推向市场，从而推高价格。这种情况不会消失，这将成为美国冬季月份的问题。
AND EUROPE WHERE THAT DIESEL HAS TO BE.
以及欧洲，那里也需要柴油。
WHAT WE KNOW ABOUT CHINA'S APPETITE FOR OIL AT THIS POINT IN TIME. WE HEARD A FEW MONTHS AGO THAT WAS A SURPRISE AFTER THIS RUMOR BEGAN THAT THE DEMAND FROM CHINA WAS LESS THAN A LOT OF PEOPLE FEARED IT MIGHT BE. TELL ME ABOUT THAT APPETITE TODAY AND HOW IT'S AFFECTING THE BOND MARKET AT THIS TIME. ANTHONY: ONE OF THE THINGS THAT THEY ARE FOCUSED ON WHEN THE LOOKING AT OIL PRICES AND DEMAND WHAT DOES CHINA RESUMED BUYING.
目前我们对中国对石油的需求了解多少？几个月前我们听到，在这个谣言开始流传之后，来自中国的需求比许多人担心的要少，这令人惊讶。请谈谈今天这种需求状况，以及它如何在此时影响债券市场。安东尼：他们在观察油价和需求时关注的重点之一是：中国何时恢复购买。
CHINA HAD BEEN SUPPORTING OIL PRICES REALLY GOING UP INTO THE START OF THIS YEAR IF YOU REMEMBER THE END OF LAST YEAR WE TALK ABOUT THIS YOU'RE BEING YEAR OF GLUT WHEN THERE'S TOO MUCH ON THE MARKET AND BRINGING PRICES DOWN. BUYING BY CHINA FOR THAT STRATEGIC SUPPLIES THAT WAS KEEPING THE PRICE SUPPORTED. THEY STOPPED THAT AND THAT'S BEEN ONE OF THE ISSUES THAT ALLOWED PRICES NOT TO SKYROCKET DURING THIS CRISIS BECAUSE CHINA REALLY PULLED BACK ON ITS PURCHASES.
如果你还记得去年年底我们讨论过“过剩之年”，当时市场上供过于求导致价格下跌，中国一直在支撑油价，使其在今年年初之前保持高位。中国为战略储备进行的购买一直支撑着价格。他们停止了这种行为，这也是允许价格在此次危机期间没有飙升的原因之一，因为中国确实大幅减少了其采购量。
SO THEY'RE LOOKING TO SEE WHEN DO THEY RESUME MAYBE THEY DON'T RESUME AT THE SAME PACE AS THEY DID BEFORE MAYBE THEY COME IN A LITTLE SLOWLY. BUT WE'VE ALREADY SEEN SOME REFINERY RELEASES FROM CHINA. THEY HAVE A GOVERNMENT CONTROL SYSTEM OF WHAT REFINERIES CAN RELEASE AND WHAT THEY CAN SELL. THEY'VE KEPT A LOT OF THE FUEL AT HOME DURING THIS CRISIS. THEY'VE ANNOUNCED BUT NOT ALSO. WATCHING THE INTERPLAY BETWEEN WHAT THE CHINESE REFINERIES DO.
所以他们正在观察是否会恢复，也许不会像以前那样以同样的速度恢复，也许会慢慢来。但我们已经看到中国有一些炼厂释放了库存。他们有一个政府控制系统来控制炼厂可以释放和销售什么。在这次危机期间，他们将大量燃料留在了国内。他们已经宣布但尚未实施。我们要密切关注中国炼厂行为之间的相互作用。
WHAT THEY WERE POLICE -- PUT ONTO THE MARKET. AND WHAT THEY DO IN TERMS OF THE STOCK BUYING WHICH WILL HAVE AN IMPACT ON THE CRUDE PRICES GOING FORWARD. SO THOSE OF THE BIG QUESTIONS WE ARE WATCHING IN TERMS OF THE CHINA. CHRISTINA: ALSO CHECKING ON THE FIGHT BETWEEN THE HOUTHIS AND THE SAUDI'S. SAUDI MAY BE PLANNING A NEW OFFENSIVE INTO YEMEN TO TRY AND MAINTAIN OR REGAIN CONTROL OF THE RED SEA. WHAT FLUCTUATIONS ON THAT SIDE OF THE PENINSULA MEAN FOR OIL GOING FORWARD?
他们投放到市场的量。以及他们在股票购买方面的行动，这将对未来的原油价格产生影响。所以这些是我们关注中国问题的主要问题之一。克里斯蒂娜：还要关注胡塞武装与沙特阿拉伯之间的战斗。沙特阿拉伯可能计划对也门发动新的攻势，试图维持或重新控制红海。半岛这一侧的波动对未来石油意味着什么？
ANTHONY: THAT'S A SITUATION THAT'S BEEN GOING ON OVER THE PAST MONTH OR YOU MIGHT SAY OF PAST SEVERAL YEARS. WE HAD SEEN A CEASE-FIRE BETWEEN THE SAUDI'S AND HOUTHIS THAT CAP THINGS RELATIVELY QUIET SO WE DIDN'T HAVE TO WORRY ABOUT THE RED SEA. IT WAS A BIG EXPORT VALVE AND RELIEF VALVE ABLE TO GET CRUDE INTO GLOBAL MARKETS VIA THE RED SEA. AS
安东尼：这种情况在过去一个月或者你可以说是过去几年一直在持续。我们曾看到沙特阿拉伯和胡塞武装之间达成停火协议，使局势相对平静，所以我们不必担心红海。它是一个重要的出口阀门和减压阀，能够通过红海将原油输送到全球市场。作为
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