Thailand’s Disaster Prevention and Mitigation Department said on the 28th that floods since the 16th have killed eight people and affected more than 1.8 mln residents across over 40 provinces. The Meteorological Department warned of locally heavy to very heavy rain on the 28th in northern, central and eastern regions. Thai media reported continued rain and full upstream reservoirs are likely to push flood levels higher in eastern provinces including Chanthaburi and Rayong. Bangkok rainfall has e

2026-09-28

Thailand’s Disaster Prevention and Mitigation Department said on the 28th that floods since the 16th have killed eight people and affected more than 1.8 mln residents across over 40 provinces. The Meteorological Department warned of locally heavy to very heavy rain on the 28th in northern, central and eastern regions. Thai media reported continued rain and full upstream reservoirs are likely to push flood levels higher in eastern provinces including Chanthaburi and Rayong. Bangkok rainfall has eased; the mayor said central districts have improved but extensive flooding remains in outer areas and full drainage could take two to three weeks, with no flood deaths reported in Bangkok.

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2026-09-28

紐約期銀回落至62美元/盎司下方,日內跌4.35%。

2026-09-28

1、歷史裏程碑:上週美國5年期國債收益率自2007年以來首次升破5%;同時30年期國債收益率被推高至2004年以來最高水平。債券市場波動率(MOVE指數)急劇擡升——這意味着債市已經不是"溫和上行",而是在劇烈重定價。 2、大摩自己的判斷有分歧:首席美國經濟學家Gapen認爲美聯儲還要再加息兩次(12月和明年3月),終端利率到4.25%—4.50%,比市場目前定價高約100個基點,但要到2027年一季度才轉向;而首席美股策略師Wilson認爲這輪加息是"信譽增強",高政策利率不必然推高長期融資成本,他維持標普500年底8000點目標。 3、股市怎麼扛:上週股票已經跑贏了其對利率的敏感度——也就是說,收益率再上行10個基點,股市暫時扛住了;但這是在"盈利上修廣度接近週期高位"的背景下,一旦油價和利率繼續雙殺,估值(標普遠期P/E已壓縮到19倍)將再承壓。(摩根士丹利9月26日報告)