CFTC: For the week ended Oct. 6, speculative net short positions in CBOT U.S. 5-year Treasury futures rose by 167,830 contracts to 1,163,531; speculative net short positions in CBOT U.S. 10-year Treasury futures fell by 4,134 contracts to 896,481.

Franklin Templeton CEO Jenny Johnson said short-term debt issued by large tech firms presents an attractive way to gain AI exposure given those firms’ strong cash flows and balance sheets. She said tech financing has grown more complex — extending beyond traditional creditors to include off-balance-sheet facilities guaranteed by major cloud providers and vendor financing where suppliers act as lenders. Holding long-term bonds, she warned, exposes investors to uncertainty from rapid technological change. Johnson added the AI wave has not yet materially raised productivity; current U.S. productivity growth of roughly 2% reflects past two decades of technology and AI will take time to integrate into the economy.

中美官员讨论互访核设施？外交部：与事实不符。