黑石集团总裁Jon Gray：如今印度市场的流动性“可能仅次于美国”，这表明与20年前相比，印度经济增长“确实明显加速”。

全球最大白银ETF--iShares Silver Trust持仓较上日减少16.86吨，当前持仓量为15346.67吨。欢迎点击查看数据中心...

Over the past three weeks investors pulled cash from US mortgage bond funds at an unusually rapid pace, with outflows ranking among the seven largest since early 2021; the US mortgage‑backed securities (MBS) index posted its second‑worst monthly return on record in September. Treasury yields climbed to multi‑decade highs after oil jumped, inflation worries rose and markets priced in more Fed tightening, triggering MBS selling. MBS are highly sensitive to sudden moves in Treasury yields because higher rates curb refinancing, extending the time investors hold lower‑coupon securities and raising duration risk. Fed tightening and a flatter yield curve could further weaken banks — a key MBS buyer — reducing demand. Strategist Erica Adelberg says the offset is that mortgage rates, now the highest since 2023, should suppress refinancing and homebuying, likely slowing house‑price and loan growth and trimming MBS supply toward year‑end.