美国司法部确认未重启对鲍威尔刑事调查，关注美联储9月会议纪要
Trump Campaigns in Red States, Fed Minutes From September Rate Hike | Bloomberg This Weekend
明确了联邦最高执法机构对美联储前主席的调查结论，消除了关于“政治迫害”或“刑事风险”的市场噪音；结合即将公布的美联储纪要，直接影响宏观利率预期与资产定价逻辑。
COMING UP ON BLOOMBERG THIS WEEKEND. ATTORNEY GENERAL TODD BLANCHE TALKS ABOUT JEROME POWELL. ADDING.
本周彭博社即将播出。司法部长托德·布兰切谈论杰罗姆·鲍威尔。补充。
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：周一市场开盘前需要了解什么。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：周日快乐，欢迎收看本周彭博社，从我们在纽约的世界总部直播。大卫：2026年10月4日，欢迎收听收看我们在彭博社各平台、广播、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更多冲突，以及欧佩克的决定。
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·布兰切。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：巴西的选举投票已开始。总统卢拉·达席尔瓦和右翼挑战者弗拉维奥·博尔索纳罗仍处于势均力敌的竞争中。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.
我一想到就心痛。这引发了关于性侵犯、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·霍楚尔决定将案件移交州总检察长的支持，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，退居幕后符合该州的最高利益，目前正对事件原委展开调查。派克的律师称，她被置于呼吸机之上，在医院处于无意识状态。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价上涨，市场普遍预期美联储短期内不会被迫加息。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。中央银行大楼翻新费用飙升一事，米尔斯·米勒周五在独家采访中对此进行了报道。
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，我不会谈论一项调查是否应被关闭，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那段完整采访。大卫：我们仍在等待美国司法部的调查结果，我们将看其如何发展。
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，各国希望通过此举在中东冲突期间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.
油价仍收于100美元以上，今晚期货开盘后，交易员将密切关注供应链出现的更多不稳定因素。来自迪拜与我们连线的是能源记者安东尼。我读到了一些内容——首先，我想从这1亿桶原油的释放会产生多大影响开始谈起，这只是一时的吗？你认为总体而言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：价格受到重大影响，因为那些价格在周五宣布发布时暴跌。但正如你所说，这很可能是一个暂时的影响。因为这是一种库存。所以一旦该库存被投入市场并被使用，该库存将在某个时间点耗尽，这意味着更多的购买。此外，就像库存的情况一样，你知道这是一个市场，所以当有新发布的消息时，我们会看到价格下跌，然后当我们获得这些发布时，领先交易员和投资者将开始查看库存中还有什么，以及在紧急情况下有多少可以被替换。
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，看到库存耗尽，这种来源就会推动价格回升。我们可以从政治角度来看待这个问题，所以这将是一个暂时的问题，持续到十一月的第一周。那时中期选举正在进行，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.
……柴油带，他说美国将不再这样做。所以真正的问题是泵送价格的中等期下降，这似乎是唐纳德·特朗普对此感兴趣的焦点，而欧洲人正试图避免 exactly 那种柴油带。所以会有这种过渡性影响，正如你所说，这是炼油厂获得足够的那种柴油进入市场的问题，这推高了价格。这不会消失，这将是美国冬季月份的问题。
AND EUROPE WHERE THAT DIESEL HAS TO BE.
以及欧洲，那里的柴油必须到位。
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.
我们目前对中国对石油的需求了解多少？几个月前我们听到，在这个谣言开始之后，来自中国的需求比许多人担心的要少，这令人惊讶。告诉我今天这种需求的情况，以及它如何影响此时的债券市场。安东尼：当他们关注石油价格和需求时，他们关注的其中一件事是中国恢复了购买。
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.
中国一直在支撑油价，实际上在年初之前一直上涨，如果你记得去年年底我们谈论过这一点，你说今年是过剩之年，市场上有太多东西导致价格下跌。中国为战略储备的购买一直在支撑价格。他们停止了这种做法，这也是允许价格在这场危机期间没有飙升的原因之一，因为中国真的减少了其购买量。
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.
因此，他们正在观察局势是否会恢复，也许不会像以前那样快速恢复，而是缓慢逐步进行。但我们已经看到中国有一些炼厂释放库存。中国对炼厂的释放和销售有政府管控体系。在这场危机期间，他们将大量燃料保留在国内。他们已经宣布了一些措施，但情况仍在变化中。我们正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?
他们投放到市场的情况，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。因此，关于中国的问题是我们关注的重点之一。克里斯蒂娜：同时也在关注胡塞武装与沙特阿拉伯之间的冲突。沙特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甚至过去几年一直在持续。此前我们看到沙特与胡塞武装之间达成了停火协议，使局势相对平静，因此我们无需担心红海问题。红海曾是重要的出口通道和缓解压力的阀门，能够将原油通过红海输送至全球市场。然而
更进一步：量化金融体系
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