美国总统特朗普的前经济顾问加里·科恩（Gary Cohn） 表示，关税正推高企业经营成本，而这可能会让 人们找工作变得更难。 曾在特朗普第一任期内担任国家经济委员会主任的科恩称，受关税影响，企业正面临投入成本上升的不 确定性。而由于企业认为无法向消费者提价，它们便转向自己能控制的成本项。 "为确保利润率不受损，它们能拉动的唯一杠杆就是削减人力成本，"科恩在《面向全国》（Face the Nation）节目采访中表示。 白宫发言人库什·德赛（Kush Desai）此前则发表声明宣称，特朗普的关税已为美国带来万亿美元级投 资，推动国内建设并创造就业岗位。 上周美联储会议后，鲍威尔承认："大学毕业生、年轻人以及少数族裔群体正面临求职困境。"一名25岁 的求职者甚至在华尔街举牌求职，此前他已在线上投递了超过1000份简历。 科恩表示，这一趋势与新冠疫情期间形成鲜明反差——当时许多企业陷入"招聘狂热"。如今，这些企业 不仅裁员，还在员工退休后不再补招，任由劳动力自然缩减。 科恩说，"新冠疫情期间，企业曾面临招不到、留不住人的困境，因此当时它们在'囤积劳动力'，如今 情况已从'囤人'转向'严格控制开支'，而人力成本正是它 ...

Core Viewpoint - The return of Jimmy Kimmel's late-night show "Jimmy Kimmel Live!" is seen as a victory for free speech, following a nearly week-long suspension due to controversial comments made by Kimmel regarding the shooting of conservative activist Charlie Kirk [2][3][6]. Group 1: Events Leading to Suspension - Jimmy Kimmel's show was suspended after he made remarks about the political affiliations of Tyler Robinson, the suspect in the shooting of Charlie Kirk, during a monologue on September 15 [3]. - Kimmel's comments were amplified on social media, leading to backlash from conservative figures who accused him of misrepresenting Robinson's political stance [3][4]. - The situation escalated when FCC Chairman Brendan Carr condemned Kimmel's remarks, suggesting potential regulatory actions against ABC [5]. Group 2: ABC and Disney's Response - ABC and Disney faced significant pressure from advertisers and regulatory threats, leading to the indefinite suspension of "Jimmy Kimmel Live!" to avoid further escalation of tensions [6]. - After several days of discussions, Disney announced the show's return, stating that the initial suspension was due to concerns over the sensitivity of Kimmel's comments during a tense national climate [6]. Group 3: Reactions from the Industry - The suspension sparked a mix of support and outrage among fellow late-night hosts, with Stephen Colbert and Jon Stewart criticizing the decision as blatant censorship [7]. - Over 400 Hollywood figures signed an open letter from the ACLU condemning the suspension, highlighting concerns over free speech and political influence in media [7].

Core Points - The impending government shutdown deadline on October 1 has prompted Congressional Democrats to plan a meeting with President Trump to discuss ways to keep the government operational [1] - Senate and House Democrats are insisting that any negotiations include unresolved issues regarding federal healthcare program cuts and are unwilling to agree to a simple temporary funding bill [1][2] - A proposed $1.5 trillion alternative bill by Democrats aims to keep the government running until October 31, but it has not secured the necessary votes for passage [1][2] Group 1 - Congressional Democrats are set to meet with President Trump to discuss government funding options as the shutdown deadline approaches [1] - The White House is advocating for a "clean" funding extension without additional Democratic demands [1][3] - Senate Minority Leader Chuck Schumer emphasizes the urgency of addressing rising healthcare costs now rather than delaying negotiations [2] Group 2 - House Minority Leader Hakeem Jeffries criticizes the Republican temporary funding bill as allowing continued healthcare cuts [2] - Senate Majority Leader John Thune expresses openness to discussing healthcare premium issues but insists that funding bills should not be tied to extensive wish lists [3] - Thune warns that if Democrats block a simple funding extension, they may bear the responsibility for a government shutdown [3][4]

AI播客：换个方式听新闻 下载mp3 音频由扣子空间生成 黄金可能正显示出泡沫形成的迹象，其周一价格创下了今年以来的第36个历史新高，并在周二持续刷新 这一记录。然而，并非所有分析师都相信这一贵金属的涨势已经过度。 Winhall Risk Analytics/OptionMetrics的撰稿人Brett Friedman在最近的一份报告中写道，黄金自2023年中 期以来一直在上涨，并自那时起持续创下历史新高。他说，这是因为许多人将黄金视为"在完美时机的 完美投资"，它在围绕通胀、货币贬值、债务、冲突和社会经济焦虑的恐惧和不确定性中茁壮成长。 他指出，黄金期权并未表明泡沫正在形成。如果泡沫正在形成，隐含波动率将会上升，反映出不确定性 的加剧和疯狂的价格行为，并且虚值期权相对于平价期权会变得更贵。 虚值期权没有内在价值，例如，一份看涨期权赋予持有者在特定时间以特定行权价购买标的资产的权 利，但如果行权价高于市场价，那它就是虚值的。平价期权的行权价则处于或接近当前价格。 周一，12月交割的黄金在Comex市场上攀升69.30美元，收于每盎司3775.10美元，这是最活跃的黄金合 约有记录以来的最高收盘价。据道琼斯 ...

AI播客：换个方式听新闻 下载mp3 音频由扣子空间生成 就目前而言，美联储更担心的是就业。 由于美国总统特朗普对进口到美国的商品征收新关税，通胀并未像预期的那样大幅上涨，大多数美联储 官员认为，任何由关税引起的通胀都将只是暂时的。 然而，鲍威尔及其同僚也意识到，他们过去曾对通胀判断失误，并且可能再次失误。鲍威尔上周 说，"现在没有无风险的路径。该做什么并非显而易见。所以我们必须密切关注通胀。" 在美股冲向历史新高之际，华尔街正紧盯着美联储主席鲍威尔的一言一行。投资者希望他能在周三就美 联储打算降息多少给出更多线索。 鲍威尔定于在罗德岛州的一次午餐会上发表他的经济预测讲话，而就在几天前，美联储刚进行了今年的 首次降息，这次降息引发了最新一轮的股市反弹。 如果历史可以借鉴，鲍威尔可能不会有新的突破。然而，投资者肯定会仔细检索他的言论，以猜测美联 储未来降息的时机和规模。 博彩市场预测，美联储将在2025年最后两次会议，即10月和12月，每次都将其基准短期利率下调25个基 点。预计明年还会有更多降息，但美联储自己的预测表明，其行动速度将比许多投资者认为的要慢。 华尔街的美联储观察家们认为，鲍威尔支持今年进一步降息 ...

即使在利雅得平衡与美国和巴基斯坦的安全关系，同时也扩大与同为金砖国家联盟成员的印度的能源贸 易之际，美元计价仍然是沙特原油出口的基础。 "沙特一直是我们非常坚实的合作伙伴，"印度经济贸易协会主席阿西夫·伊克巴尔（Asif Iqbal）上周五 在被问及沙特-巴基斯坦防御协定时指出。 一名消息人士指出，沙特与巴基斯坦新签订的共同防御协定，不太可能改变利雅得与其主要消费国印度 之间的能源关系。 当被问及印度是否会继续购买沙特的原油时，一位熟悉此事的高级消息人士表示："当然会。" 这位因事涉敏感而只能匿名发言的消息人士补充说，沙特正寻求通过扩大联盟来巩固其安全，但不会以 牺牲其商业关系为代价。 与邻国巴基斯坦冲突数十年的印度是世界上最大的原油消费国之一，也是沙特的关键客户。根据Kpler 的数据，利雅得在7月份每日售出略高于60万桶原油，使其与俄罗斯和伊拉克并列为印度的三大供应国 之一。 这位消息人士也驳斥了长期以来关于沙特石油贸易将转向非美元计价的猜测，称关于非美元计价协议的 说法是一个"虚幻的协议"。 该协定由沙特王储穆罕默德·本·萨勒曼和巴基斯坦总理夏巴兹·谢里夫（Shehbaz Sharif）在利雅得签署， ...

AI播客：换个方式听新闻 下载mp3 音频由扣子空间生成 美联储主席鲍威尔上周顶住了一个巨大威胁，击退了特朗普要求大幅降息的压力，尽管这位美国总统在 美联储理事会中的最高级别盟友也在施压要求采取更多行动。 最近当被问及美联储是否应该独立时，特朗普说："它应该是独立的，但我认为他们应该听像我这样的 聪明人的话，我认为我的直觉（比鲍威尔）更好。" 特朗普解雇库克的决定是在联邦住房主管、特朗普的高级盟友及央行的激烈批评者比尔·普尔特（Bill Pulte）指控她抵押贷款欺诈之后做出的。据悉司法部正在调查库克，但该机构并未指控她有不当行 为。 然而，该央行的领导人们现在将面临危险的几周，他们正在等待最高法院就美联储理事库克是否能被免 职做出裁决，而她对特朗普解雇决定的法律挑战正在美国法院系统中进行。 官员们越来越担心，如果最高法院允许罢免库克，哪怕是暂时的，那将给总统开绿灯，让他开始逐个清 除美联储最高级别的官员。 哥伦比亚大学法学院教授Lev Menand说，"在很多方面，这个决定将决定一切成败。" 这场法律对峙发生于特朗普上个月以抵押贷款欺诈的指控为由，采取行动解雇库克之后，她本人否认了 这些指控。库克此后起诉了 ...

Group 1 - The Federal Reserve officials are signaling a hawkish stance, indicating limited reasons for further rate cuts this year [3][9] - U.S. Treasury Secretary hints at potential financial assistance to Argentina, leading to a positive response in the Argentine stock market [9] - Nvidia plans to invest $100 billion in OpenAI to co-develop AI data centers, reflecting a significant commitment to AI technology [3][13] Group 2 - The U.S. stock market indices reached new highs, with the Dow Jones up 0.14%, S&P 500 up 0.44%, and Nasdaq up 0.7% [4][6] - International oil prices are declining due to concerns over oversupply, with WTI crude oil at $62.25 per barrel and Brent crude at $66.03 per barrel [4][6] - The Hong Kong stock market experienced a decline, with the Hang Seng Index down 0.76% and significant movements in semiconductor and precious metals stocks [5][6] Group 3 - The Chinese stock market showed positive movement, with the Shanghai Composite Index up 0.22% and the Shenzhen Component Index up 0.67% [5][6] - The central bank of China emphasizes a domestic-focused monetary policy while considering external factors in response to potential Fed rate cuts [11]

AI播客：换个方式听新闻 下载mp3 音频由扣子空间生成 圣路易斯联储主席穆萨莱姆周一重申支持上周的降息决定，但警告称进一步宽松的空间有限。在联邦公 开市场委员会（FOMC）将基准利率下调25个基点后不到一周，这位美联储官员强调，尽管就业市场风 险上升，但通胀压力仍需警惕。 穆萨莱姆在华盛顿布鲁金斯学会的演讲中表示，上周的降息是"为支持充分就业、防止劳动力市场进一 步疲软而采取的预防性举措"。 穆萨勒姆表示，最近的数据显示，就业的下行风险已经上升，但他补充说，他仍然认为通胀可能保持在 美联储2%的目标之上。这意味着政策利率需要维持在足够高的水平，以抵消物价上涨的风险。 他补充说，关税正在加剧通胀，尽管影响低于预期，但随着企业调整价格，全面影响可能还要几个月才 能感受到。 "货币政策应继续倾向于防止通胀持续高于目标，" 穆萨勒姆表示。尽管失业率可能存在风险，但除非 这些风险开始成为现实，否则"过度强调劳动力市场……可能弊大于利。" 与此同时，他指出，消费者仍在支出，经济增长放缓但仍接近趋势水平， 繁荣的股市和较低的信贷息 差继续支撑着经济。 在这种背景下，穆萨勒姆表示，政策制定者应该谨慎行事，因为当前经过通胀调 ...

Group 1 - Gold prices reached new highs, with silver prices hitting their highest levels in over a decade, driven by expectations of a dovish Federal Reserve leadership and declining real interest rates [1] - Citi strategists predict a bullish trend for gold and silver, extending to copper and aluminum by 2026, influenced by economic conditions and stimulus measures from the Inflation Reduction Act [1][2] - The report highlights cyclical factors like a weak labor market and structural concerns such as U.S. debt and a weakening dollar as key drivers for precious metal price increases [1] Group 2 - The current conditions for a gold bull market are nearly all in place, with a target price of $3,800 per ounce in the next three months and a potential peak of $4,000 per ounce in the coming months [2] - For aluminum, the outlook is very bullish over the next 6 to 36 months, with any price pullbacks seen as strong long-term buying opportunities due to its connection with AI and energy demands [2] - Copper prices are expected to reach a baseline of $12,000 per ton in the next 6 to 12 months, with an optimistic scenario predicting $14,000 per ton, benefiting from structural energy transitions and AI trends [2] Group 3 - Citi revised its gold price forecast for Q1 2026 from $2,900 per ounce to $3,700 per ounce, while projecting a decline to $2,800 per ounce by Q4 2026, slightly above previous estimates [3]