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#宏观经济

Today 10 items
Today10/14Wed
  1. AJOT International Shipping, Ports and Freight Rates41

    Port of Oakland container throughput rose 5.4% year over year in September

    The Port of Oakland handled 188,517 TEU in September 2026, up 5.4% year over year. Both loaded imports and loaded exports increased, bringing total loaded container volume up 7.7% year over year. Loaded imports totaled 82,975 TEU, up 9.6%, reversing declines in July and August. Loaded exports totaled 63,299 TEU, up 5.3%, marking a third consecutive month-over-month increase. The port received 88 vessel calls in September, up 7.3% year over year. However, throughput for the first nine months totaled 1,656,999 TEU, still down 3.5% year over year.

  2. IndexBox Industry Chain and Raw Materials58

    The European Central Bank is monitoring AI’s impact on the euro area economy, employment and financial stability

    The European Central Bank is treating AI as a general-purpose technology and monitoring its impact on the euro area economy. So far, it has found no substantial effect on overall productivity or major changes in overall employment trends. The fourth-quarter 2025 Survey on the Access to Finance of Enterprises found that 64% of companies use AI experimentally or to a moderate extent, while only 7% use it extensively. Companies expect to allocate about 10% of their total investment to AI this year. The ECB said the global AI investment boom is pushing up long-term interest rates and materially tightening financial conditions in the euro area. It is closely monitoring AI-related financial and cyber risks.

  3. IndexBox Industry Chain and Raw Materials29

    Sprott Strategist Explains Why Silver Trades Differently from Gold

    Kenny Zhu, Sprott’s Director of Research and Investment Strategy, notes that industrial demand accounts for 50% to 60% of silver consumption, giving silver price movements a different profile from gold. Silver is mostly a byproduct of copper, gold, and other mining operations, so miners base production decisions on the primary metals rather than silver prices, limiting the supply response. Silver’s free float is relatively small, which can amplify price swings when ETF inflows and momentum accelerate.

  4. IndexBox Industry Chain and Raw Materials30

    Transformer Valve Market Forecast, 2026–2035: Growth Driven by Smart Grids and Industrial Automation

    IndexBox forecasts a 5.8% CAGR for the global Transformer Valve market from 2026 to 2035, with the market index reaching 175 in 2035 (2025=100). Growth is driven by smart grid modernization, renewable energy integration, and industrial automation; power generation, transmission, and distribution lead with an approximately 30% share. Design-in cycles of 12–24 months create a barrier to entry, and dual sourcing across the supply chain is becoming common.

  5. IndexBox Industry Chain and Raw Materials42

    U.S. September CPI preview: Energy prices may push inflation higher

    U.S. September CPI data will be released Wednesday, and economists expect annual inflation to rise to 3.6%, up from 3.4% in August. Energy prices, especially gasoline costs, are the main driver. The average price at gas stations reached a record $4.33 last month, while core inflation is expected to be 2.5% year over year. If core inflation meets expectations, the Federal Reserve may leave interest rates unchanged at its meeting on the 28th of this month.

  6. IndexBox Industry Chain and Raw Materials58

    Boston Fed’s Collins says another rate hike may be needed before year-end

    Federal Reserve Bank of Boston President Susan Collins said the Fed may need to raise interest rates modestly once more before the end of this year to keep inflation moving sustainably toward its 2% target. The Fed raised rates by 0.25 percentage points last month, bringing the policy rate to 3.75%–4.00%. She said whether to take further action, and when, will depend heavily on incoming economic data. She expects both headline and core inflation to remain above 2% over the next few months, and noted that investment in AI infrastructure, tariffs, and higher energy costs driven by the war in the Middle East could make it harder to bring inflation down.

  7. IndexBox Industry Chain and Raw Materials58

    Boston Fed President Collins backs another rate hike this year, warns of inflation rebound

    Boston Fed President Susan Collins said she supports another modest rate hike before the end of this year to keep inflation moving sustainably toward the Federal Reserve’s 2% target, with the specific action depending on incoming data and changes in risks. She noted that core PCE inflation was running at an annualized rate of just 2% over the past three months, but rising prices for jet fuel, diesel and heating oil could push both headline and core inflation above target again in the coming months, while adding to price pressures in transportation, lodging and materials for data center construction. New York Fed President John Williams also supports one more rate hike this year; markets expect the Fed to leave rates unchanged at the end of this month and raise them again in December.

  8. IndexBox Industry Chain and Raw Materials25

    CPM Group: Gold and silver trade in a range; selling risk rises before prices move higher

    CPM Group’s Jeffrey Christian said gold and silver still lack a clear direction. The longer the range-bound trading continues, the greater the risk of a sharp decline. However, he maintained his expectation that prices would strengthen in the coming weeks, and said selling may come first, followed by investors buying the dip.

  9. Transport Topics: Transportation Tariffs and Compliance58

    Mexican President Sheinbaum says Mexico is increasing purchases of U.S. goods to advance a bilateral trade agreement

    On October 13, Mexican President Sheinbaum said Mexico was increasing purchases of U.S. goods and reducing purchases from other countries to narrow its trade surplus with the United States and advance a bilateral agreement. Central bank data show that through August this year, Mexico’s goods trade surplus with the United States exceeded $280 billion, up 51% year over year. Trump had previously said Mexico was not doing enough to address the trade imbalance. The two sides agreed to continue negotiations and meet again.

  10. NPR Illinois AI policy and technology news47

    Zelensky tells NPR: Trump administration warned Ukraine it could cut off intelligence sharing

    Zelensky told NPR that the Trump administration warned it might cut off intelligence sharing with Ukraine unless Ukrainian forces stopped long-range drone strikes on Russian oil refineries. He also said Trump’s temporary lifting of sanctions on Russian diesel would not lower U.S. gas prices because the supply was too small, and would instead give the Kremlin more money for the war. Trump, meanwhile, told reporters that the United States was still sharing intelligence with Ukraine.