我在周二早间火车 WFH 上写到： • 通货膨胀对债券造成很大影响——但有一个很大的例外：尽管债券市场不景气，通胀保值国债仍产生正回报。 Barron’s on TIPS 终于完成了他们设计的任务。如果您在过去十年中一直减持与通胀挂钩的论文，那么值得重读。 （《巴伦周刊》） • 现在是划船季节，...阅读更多 周二上午 10 点的帖子首先出现在《大图片》上。
With oil markets nearing the danger zone, a US-Iran deal can’t come soon enough | Heather Stewart
Global prices are approaching a tipping point that could trigger inflation, shortages and, over time, recessionIf a US-Iran deal is about to be reached, three months on from the launch of Donald Trump’s Operation Epic Fury, it will not be a day too soon for oil markets, which are approaching a dange
[Botany • 2026] Henckelia moniliformis (Gesneriaceae) • A New Species from North-Eastern Thailand
Henckelia moniliformis Sirim., 于 Sirimongkol, Tetsana et Middleton, 2026. เศวตนาด้วง หรือ ดาวสร้อยไข่มุก || DOI：doi.org/10.20531/tfb.2026.54.1.06 facebook.com/ForestHerbariumAbstract新种 Henckelia moniliformis（苦苣苔科）是在泰国东北部描述的。提供了泰国 Henckelia 物种的关键信息，以及有关新物种的生态学和 IUCN 保护状况的插图、说明。关键词：Henckelia amplexifo
The Change in 10 Year Yields: Up, Up and Away
美国国债和 TIPS，分别为 70 和 46 个基点。图1：自2月27日以来10年期国债收益率（蓝色）、TIPS（深红色）、预期实际收益率（浅红色）的变化，均以%为单位。资料来源：财政部通过 FRED、美联储和作者的计算。截至 4 月 30 日，由于未来预期实际利率较高，TIPS 预计将增加（22 个基点）[...]
I'm no Copilot fan, but these 6 new AI skills turned Edge into my favorite mobile browser
With Edge's mobile app, you can now request summaries of multiple tabs, turn pages into podcasts, and tap into your browsing history and past chats.
NEET-UG 2026 paper leak: CBI probes role of public servants, larger conspiracy
The CBI is investigating potential public servant involvement in the NEET-UG 2026 paper leak. The agency is seeking custodial interrogation of an accused and has arrested two more individuals, bringing the total to seven. Searches were conducted at multiple locations. The leaked papers were allegedl
The Correlation Between Hormuz Strait Reopening and the Inflation Breakeven
截至今日收盘：图 1：霍尔木兹海峡于 7 月 1 日重新开放的几率，%（黑色，左刻度）；五年期国债-TIPS 利差，%（红色，右轴），以及 DKW 估计的五年期预期通胀率，%（粉红色，右轴）。资料来源：Kalshi、财政部通过 FRED、美联储和作者的计算。
