推文

@ChengAlan6 · 2026-10-17 23:57

Core Financial News | Sat, Oct 17, 2026 Trump waives the Russia tariffs. On Oct 16, Trump signed an executive order waiving two tariffs under the Graham Act. One was the 500% tariff on Russian goods, due to take effect Oct 18. The other was the 100% tariff on Russia's top five energy buyers and on countries that help it evade sanctions. The waiver has no expiry date, and the President or the Secretary of State can bring the tariffs back at any time. MSCI may move Indonesia out of Emerging Markets. MSCI has proposed reclassifying Indonesia from Emerging to Standalone market status, citing opaque ownership structures and suspected coordinated trading. The Jakarta Composite fell 11.57% on Oct 16, its biggest one-day drop since January 1998. Comments are open until Apr 30, 2027, and MSCI will decide by the end of June 2027. AI financing is getting more expensive. The FT reports that Anthropic plans a $60B chip financing deal. Blackstone would take $9B of an $18B subordinated tranche at a 10% coupon. Four months ago, similar deals priced at about 8.5%, and corporate bonds with the same rating yielded about 7%. Markets expect the Fed to hold. Fed Chair Warsh avoided giving a rate outlook at the IMF meetings. CME FedWatch puts the odds of a hold at the Oct 27–28 meeting at 82%. The IMF backs more BOJ rate hikes. The IMF's Asia-Pacific director said the BOJ may need to tighten faster if inflation rises more quickly than expected. The BOJ has raised rates twice this year, to 1.25%, the highest level in 31 years.

曝光 15 · 评论 0 · 点赞 0 · 书签 0 · 曝光/时 2.997498559142687