10月6日 - 主权债券市场难以喘息，但美国科技股仍在继续前行。
Oct 6 - Sovereign bond markets can't find a break, but US tech stocks march on regardless.
周一华尔街的交易令人瞩目，科技股为主的纳斯达克指数涨幅超过1%，创下历史新高，与此同时，长期美国国债收益率再次飙升至2002年以来的最高水平。
Monday's trading on Wall Street was remarkable as the tech-heavy Nasdaq jumped more than 1% to a new record, even as long-term Treasury yields burst higher again to levels not seen since 2002.
除了本月即将到来的第三季度财报季之前普遍认为人工智能驱动的经济扩张仍在持续并正在边际产生通胀压力之外，目前尚未发现其他明显触发因素。
There were no obvious triggers for either, beyond a running assumption ahead of the third-quarter earnings season this month that the AI-driven economic expansion continues apace and is generating inflation heat at the margins.
周一公布的9月份ISM服务业调查总体指数略低于预期，但价格输入分量达到四年来最高水平。
The headline reading for the September ISM service sector survey on Monday was a little lower than forecast, but the price input component hit its highest in four years.
与此同时，有报道称，博通与Anthropic之间的人工智能交叉融资浪潮在周一已经启动，而英伟达的股价正在逼近令人震惊的6万亿美元市值。
Meantime, there were reports that a wave of AI cross-financing between Broadcom and Anthropic got underway on Monday, while Nvidia's stock is now pushing to within sight of a staggering $6 trillion market cap.
在欧洲，法国债券市场的风暴似乎有所缓和，因为投资者正在关注巴黎预算进程的后续发展。该国右翼总统候选人玛丽娜·勒庞周二提出了政府支出削减的方案。
In Europe, the French bond storm seemed to calm a little as investors eyed the next developments in the fractious budget process in Paris, where right-wing presidential candidate Marine Le Pen on Tuesday presented proposals for government spending cuts.
投资者也在关注另一场年底大选的前景，西班牙目前正前往11月29日的投票站。欧元从周一近18个月低点企稳。
Investors are also taking in the prospect of another year-end election, with Spain now heading to the polls on November 29. The euro steadied from Monday's near 18-month lows.
除了美国中期选举和下个月的西班牙大选之外，另一场重要选举正在巴西进行。
Aside from US midterms and the Spanish snap election next month, the other big election is in Brazil.
巴西股票、债券和雷亚尔在周一飙升，原因是总统选举第一轮结果显示，右翼候选人弗拉维奥·博尔索纳罗——前总统雅伊尔·博尔索纳罗（已被定罪）的儿子——将与左翼现任总统路易斯·伊纳西奥·卢拉·达席尔瓦进入第二轮决选。
Brazilian stocks, bonds and the real soared on Monday after the first round of presidential elections put right-wing candidate Flavio Bolsonaro, son of convicted former president Jair Bolsonaro, in the final runoff against left-wing incumbent Luiz Inacio Lula da Silva.
此次决选将于10月25日举行。巴西博维斯帕股指周一上涨近8%，为2020年以来的最大单日涨幅，指数收盘价创下历史新高。
The two-way poll is scheduled for October 25. The near 8% jump in Brazil's Bovespa stock benchmark on Monday was its biggest daily rise since 2020, taking the index to a record closing high.
美国东部时间周二，华尔街将关注美国8月贸易数据、3年期国债拍卖以及另一份美联储官员讲话名单，其中包括纽约联储主席约翰·威廉姆斯。
Stateside on Tuesday, Wall Street will look out for August US trade data, a 3-year Treasury auction and another list of Fed speakers, including New York Fed boss John Williams.
今日图表：数据显示，9月份不含伊朗的海湾石油流量激增至战前水平的81%以上。尽管王国石油基础设施遭到袭击，伊朗对地区航运的攻击升级，但沙特出口的复苏推动了这一增长；而伊朗出口因美国封锁而降至零。
Chart of the day Gulf oil flows excluding Iran surged to over 81% of pre-war levels in September, data shows. The rise was led by a recovery in Saudi exports despite attacks on the kingdom's oil infrastructure and escalating Iranian attacks on regional shipping, while Iranian exports fell to zero due to a US blockade.
据Vortexa数据显示，来自沙特阿拉伯、科威特、卡塔尔、阿曼、巴林、伊拉克和阿联酋的原油、冷凝油和包括LPG在内的精炼燃料日均流量为1920万桶。相比之下，在伊朗战争于2月28日爆发前的一年里，日均流量约为2360万桶。今日需关注的事件
Flows of crude, condensate and refined fuels including LPG averaged 19.2 million barrels per day from Saudi Arabia, Kuwait, Qatar, Oman, Bahrain, Iraq and the UAE, Vortexa data showed. That compares with an average of about 23.6 million bpd in the year that preceded the outbreak of the Iran war on February 28. Today's events to watch
- 美联储米歇尔·鲍曼以及地区联储主席约翰·威廉姆斯和洛里·洛根发表讲话想要每个工作日早上收到《晨间出价》吗？点击此处。您可以在路透社网站上找到ROI，并可在领英和X上关注我们。这些内容不代表路透新闻的观点。路透新闻遵循信任原则，致力于诚信、独立和摆脱偏见。
• US August trade balance (8:30 a.m. EDT) • US 3-year note auction (1 p.m. EDT) • Fed's Michelle Bowman and regional Fed presidents John Williams and Lorie Logan speak Want to receive the Morning Bid in your inbox every weekday morning? here. You can find ROI on the Reuters website, and you can follow us on LinkedIn and They do not reflect the views of Reuters News, which, under the Trust Principles, is committed to integrity, independence, and freedom from bias.