The Wall Street Journal reports U.S. officials say a senior White House adviser privately raised the possibility that a conflict with Iran could continue through the remainder of Trump’s term. Officials said discussions in the Oval Office and the White House Situation Room, involving Vice President Vance and Secretary of State Rubio, outlined a scenario in which Tehran could continue to resist under blockade and other military pressure, potentially extending the fighting into and beyond the Jan.

2026-09-10

The Wall Street Journal reports U.S. officials say a senior White House adviser privately raised the possibility that a conflict with Iran could continue through the remainder of Trump’s term. Officials said discussions in the Oval Office and the White House Situation Room, involving Vice President Vance and Secretary of State Rubio, outlined a scenario in which Tehran could continue to resist under blockade and other military pressure, potentially extending the fighting into and beyond the Jan. 2029 presidential inauguration. The private assessments conflict with Trump’s public assurances the war would be brief; on Wednesday he told reporters the war would end 'immediately' after the November midterms because 'Iran can’t hold out.'

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2026-09-09

Kremlin says Russia has not discussed raising taxes.

2026-09-10

2022年11月开始的3个月—10年期美债收益率曲线连续倒挂25个月,却没有推动经济进入衰退。当期联邦政府占非金融部门新增借款的38%,过去多轮倒挂时期通常只有19%—24%。美联储能够直接压制的主要是家庭和企业信贷,但私人部门目前杠杆更低,企业债务期限更长,对短端利率的敏感度也明显下降。非金融企业商业票据与银行贷款相对于债券的比例已经降至21%,而1969年和1973年分别为69%和70%。与此同时,政府仍会继续借款和支出。 TS Lombard首席美国经济学家Steven Blitz认为,在财政主导环境下, 单纯提高联邦基金利率需要更大幅度才能压低整体需求,如果政府继续扩大融资,短端加息对经济的约束有限,真正承担紧缩功能的可能更多是10年期和30年期美债收益率。