the incursions into European airspace that we've seen by the Russians over the last few months has Putin scared the Europeans into withholding those for their own purposes. >> I think he scared them. That was his goal and he achieved it.The Europeans reacted. How did they react. That's a question for NATO countries and for every country that experienced aerial intimidation.It was psychological intimidation without a doubt. There is a practical side to this. In my opinion, he is also testing readiness.Not ju ...

宏观经济与政策 - 美国政府结束了长达 43 天的政府停摆，但数据的缺失可能会持续存在 [1][5][8] - 政府停摆给美国造成的损失估计为 1.5% 万亿美元 [1][8] - 10 月份的就业数据和 CPI 数据可能不会发布，因为数据收集存在困难 [11] 金融市场表现 - 标普 500 指数收盘略高，纳斯达克指数收盘略低 [1] - 黄金连续第五天上涨，涨幅接近 1%，回到 4200 美元以上 [1] - 白银价格接近纪录高位，关注 54.47-48 美元区域 [1] - 两年期国债收益率为 3.57%，10 年期国债收益率低于 4.10%，30 年期国债收益率低于 4.65% [5] 公司动态 - 阿里巴巴正在准备对其旗舰 AI 应用程序进行改造，以模仿 ChatGPT，其 ADR 在盘前交易中上涨近 5% [1][5] - 思科发布财报后提高了 2026 年的业绩指引，股价在盘前交易中上涨近 7% [1][5] - 高盛下调了 Dollar Tree 的评级，理由是低端消费者的疲软，股价下跌近 3% [1][5] - 迪士尼第四季度财报预计将公布，投资者关注主题公园和流媒体业务的增长 [5][19] 国际经济 - 英国第三季度 GDP 仅增长 0.1%，低于第二季度的 0.3% [2] - 英国失业率升至 5%，为疫情以来的最高水平 [2] - 市场预计英国 12 月份降息的可能性为 80% [2] AI 人工智能 - 阿里巴巴希望成为一个功能齐全的 AI 代理，并计划将代理 AI 购物整合到其应用程序中 [1][3] - 思科认为其业务能够抓住 AI 支出带来的机会 [1] - 阿里巴巴的 AI 平台将更全面地进入消费者市场，目标是成为一个更完善的 AI 代理 [15] 地缘政治 - 乌克兰总统泽连斯基表示，乌克兰的生存取决于盟友的援助 [3] - 泽连斯基呼吁欧盟盟友克服在利用被冻结的俄罗斯资产问题上的分歧 [3]

One government body. This market is very focused on Jack, as they balance the market bias. I would say that based amongst economists, consensus, if you will.They expect you to see the September payrolls report very quickly. Then over the next few weeks or so, they expected to see the October payrolls report. And there was a question mark around CPI.Perhaps we'd never get it. Jack, the press secretary yesterday, October CPI and the jobs report will likely never be released. Jack, what do we know about that.T ...

ANNA: THANK YOU. VALERIE TYTEL. OUR REPORTER SKYLAR, VERY NICE TO HAVE YOU ON THE PROGRAM.IT SEEMS AS IF THE END OF THE SHUTDOWN HAS PROVIDED SOME POSITIVE MOMENTUM. IS THIS A DRIVER HIGHER FOR STOCKS AND FOR GOLD IT WOULD SEEM THAT HAS LEGS. ABSOLUTELY.WE HAVE SEEN THE MOMENTUM BEHIND THE EQUITY MARKS. THIS IS ANOTHER POSITIVE DRIVER. THE MAIN POINT IS GROWTH.THAT IS WHAT EQUITIES CARE ABOUT. YOU HAVE THE U.S. SHUTDOWN. YOU CAN GET BOOSTED.I THINK THE OTHER BIT OF THE PUZZLE IS YES, YOU'RE LIKELY TO HAVE W ...

Jack, can you describe what happens after the president signs that document. What happens next in Washington. The first thing that happens is they have to call people back to work and they have done that.So we need to see how many federal workers actually show up today, agency by agency, because this was not official until pretty late last night. The issue with federal workers not being paid has stretched on for so long that, again, this is agency by agency, tough to predict, but you certainly have a number ...

Geopolitical & Economic Impact - Ukrainian President urges EU allies to resolve divisions on frozen Russian assets for critical funding [1] - Ukraine needs the funding to survive and continue fighting against Moscow [1] - Alternative funding sources will be necessary if the EU doesn't reach a decision [1] Military & Conflict - Discussion includes the need for more front-line weapons and air defense [1] - The report mentions the battle for Pokrovsk, Russian losses, and Ukraine's conscription efforts [1] Energy & Sanctions - The report references Trump's push for Europe to ban Russian LNG and related sanctions [1] - Russia is targeting Ukraine's energy infrastructure [1]

Government Funding & Shutdown - US government is reopening after the longest shutdown in history [1] - The House passed a funding measure by a vote of 222 to 209 [2] - The legislation funds the government through January 30th [3] - Federal layoffs are banned through January 30th [3] Healthcare & Policy - The funding measure doesn't include an extension to the Affordable Care Act premium subsidies [2] - A mid-December vote in the Senate is promised on extending the tax credits [2] - Healthcare is likely to be the next major point of contention [3] Economic Impact & Recovery - SNAP food benefits are not expected to be at risk during the next negotiation [3] - Fully restarting the federal government will take time [3] - It will take a week to start lifting flight restrictions at major airports [4] - October jobs and inflation reports are unlikely to be released, clouding economic visibility [4]

Investment Climate & Policy - A decade ago, a similar deal fell apart due to red tape, lack of guarantees, and alleged bribery attempts under President Robert Mugabe's administration [1][2] - The previous administration resisted cost-reflective tariffs and US dollar charges for coal, hindering investment in a 15 million tonnes capacity cement plant [2][3][4] - Aliko Dangote praised President Emmerson Mnangagwa's reforms and economic turnaround, leading to renewed investment in Zimbabwe [5][6] - Zimbabwe's efforts to attract investment have faced hurdles including transparency, corruption, hyperinflation, and currency instability [6][7] Industry & Sector Focus - Dangote previously considered investments in cement and coal in 2015, which did not materialize [1] - Dangote planned to build a 15 million tonnes capacity cement plant, which collapsed previously [4] - The current investment spans coal, cement, and fertilizer sectors [7] Potential Impact & Opportunities - If the deal is finalized, it could signal a return of investors to Zimbabwe [7] - The deal is considered a significant political win for President Emmerson Mnangagwa, who advocates for Zimbabwe's openness to investment [6] - Other investors, including the Chinese, are already active and performing well in these industries [4]

Government Shutdown Impact - The shutdown cost the country $0.5 trillion [1] - 20,000 flights were canceled or delayed due to the shutdown [4] - Over 1 million government workers were deprived of their paychecks [5] - Food stamp benefits were cut off for millions of Americans [5] - Tens of thousands of federal contractors and small businesses went unpaid [6] Political Stance - Republicans voted 15 times for a clean continuation of funding [1] - Democrats insisted on creating the longest government shutdown in American history for political reasons [2] - The speaker calls for a termination to the filibuster to prevent future shutdowns [6] Key Supporters - The speaker thanks Speaker Mike Johnson, Senate Majority Leader John Thune, House Majority Leader Steve Scalise, and Majority Whip Tom Emmer [3] - The speaker thanks the Teamsters, the American Federation of Government Employees, the Fraternal Order of Police, the National Small Business Association, the American Farm Bureau, and the American Trucking Association [3] - The speaker thanks Airlines for America, the Allied Pilots Association, and the National Air Traffic Controllers Association [4]

Government Shutdown & Fiscal Policy - The House is expected to vote to reopen the government after a shutdown of over 50 days [4][13] - Democrats claim Republicans are blindly loyal to Donald Trump and not interested in addressing the rising costs impacting American people [6] - Republicans accuse Democrats of filibustering important spending bills, including those for food stamps, air traffic controllers, and TSA agents [64] - A potential government shutdown looms in January, with a 50/50 chance of it occurring [12][84] - Discussions around healthcare and the Affordable Care Act (ACA) are needed, as rates are increasing for the American people [85][88] Healthcare & ACA - Democrats emphasize the issue of affordability, stating Republicans have done nothing but raise prices for working families [11] - The debate over extending Obamacare subsidies is ongoing, with potential votes in the House and Senate [12] - Republicans express concerns about the structure of ACA subsidies, alleging waste, fraud, and abuse, with funds padding the pockets of insurance companies [68] - There is a need to address the rising cost of healthcare, with potential negotiations and conversations to reform or replace Obamacare [64][69] - The President suggests sending cash directly to people to negotiate with insurers, but Democrats are asking for the Republican plan to replace or reform Obamacare [69] Epstein Files & Transparency - Newly released emails related to Jeffrey Epstein are intensifying scrutiny over President Trump's relationship with the disgraced financier [3][19][44] - A discharge petition to release the Epstein files has reached 218 signatures, potentially leading to a vote in early December [3][14][16] - The White House claims the emails are a distraction from the Democrats as they try to navigate the shutdown [22] - There are legal questions surrounding the emails and whether they create legal exposure for President Trump [48] - The release of the files is about accountability and listening to the demands of the American people [17] Economic Indicators & Federal Reserve - Subprime borrowers at least 60 days past due on car payments are rising to 665%, the highest rate since data collection started 30 years ago [80] - The Atlanta Fed President plans to retire at the end of his current term in February [57] - A potential quarter-point rate cut by the Federal Reserve is in question, with policymakers divided about the outlook for policy [61]