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Russia attacks Ukrainian port as Putin due to meet Erdogan to discuss resuming food shipments_我的网站

一 |     Two people were hospitalized following a 3½-hour Russian drone barrage on a port in Ukraine's Odesa region on Sunday, officials said.The attack on the Reni seaport comes a day before Russian President Vladimir Putin is due to meet with his Turkish counterpart Recep Tayyip Erdogan to discuss the resumption of food shipments from Ukraine under a Black Sea grain agreement that Moscow broke off from in July.Russian forces fired 25 Iranian-made Shahed drones along the Danube River in the early hours of Sunday, 22 of which were shot down by air defenses, the Ukrainian air force said on Telegram.

     Ukrainian President Volodymyr Zelenskyy's chief of staff, Andriy Yermak, described the assault as part of a Russian drive "to provoke a food crisis and hunger in the world."Russia's Defense Ministry said in a statement that the attack was aimed at fuel storage facilities used to supply military equipment.

             

Putin and Erdogan's long-awaited meeting is due to take place in Sochi on Russia's southwest coast on Monday.                 Turkish officials have confirmed that the pair will discuss renewing the Black Sea grain initiative, which the Kremlin pulled out of six weeks ago.The deal — brokered by the United Nations and Turkey in July 2022 — had allowed nearly 33 million metric tons (36 million tons) of grain and other commodities to leave three Ukrainian ports safely despite Russia's war. However, Russia broke away from the agreement after claiming that a parallel deal promising to remove obstacles to Russian exports of food and fertilizer hadn't been honored.Moscow complained that restrictions on shipping and insurance hampered its agricultural trade, even though it has shipped record amounts of wheat since last year.                      The Sochi summit follows talks between the Russian and Turkish foreign ministers on Thursday, during which Russia handed over a list of actions that the West would have to take in order for Ukraine's Black Sea exports to resume.Erdogan has indicated sympathy with Putin's position. In July, he said Putin had "certain expectations from Western countries" over the Black Sea deal and that it was "crucial for these countries to take action in this regard."Elsewhere in Ukraine, two people were killed and two others were wounded during Russian shelling Sunday on the village of Vuhledar in the Donetsk area.Artillery fire hit eight settlements across the region, Ukraine's National Police wrote on Telegram.Ukrainian prosecutors also announced Sunday that they had opened a war crimes investigation into the death of a police officer killed by Russian shelling on the town of Seredyna-Buda on Saturday afternoon.Two other police officers and one civilian were wounded during the attack, which hit Ukraine's north-eastern Sumy region.                                   

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。    　　摩根士丹利投资管理的Vishal Khanduja是一位业绩领先的固定收益投资者。

二 | 他正在削减做空美国长期国债的押注，称美国财政部长贝森特已准备“不惜一切代价”，阻止美债收益率继续上升。　　Khanduja是该投资管理公司广义市场固定收益团队主管。他表示，自己已经减少了对收益率曲线陡峭化交易的敞口。这类交易押注30年期与5年期美国国债收益率之差扩大，而他认为这项交易进一步获利的空间已经缩小。　　“现在很难在投资组合中持有大量曲线陡峭化头寸，因为如今长端出现了一个不以经济回报为目的的买家，”他在接受采访时表示。　　这个买家就是美国财政部。财政部上周宣布，计划将对市场上现有10年至30年期国债的购买规模至少提高一倍，以防止借贷成本进一步飙升。

三 | 自该计划公布以来，5年期与30年期美债收益率之差已收窄约10个基点。　　“贝森特实际上已经亮明了底牌，”Khanduja说。他认为，贝森特的行动相当于迎来了一个“不惜一切代价”的时刻。这一说法借用了欧洲央行前行长德拉吉2012年为捍卫欧元作出的承诺。德拉吉当时的干预最终帮助平息了欧洲债务危机。

四 | 　　Khanduja与Brian Ellis共同管理规模44亿美元的Eaton Vance总回报债券基金。

五 | 过去10年，该基金年化回报率为3.2%，约为美国综合债券指数同期涨幅的两倍。晨星数据显示，该基金过去10年的表现超过约97%的同类基金。截至周一，该基金今年以来回报约0.3%，相比之下，基准指数同期下跌0.2%。　　贝森特出人意料的计划在美国财政部公布旧债回购安排仅两周后宣布，通过减少长期国债的市场供应量，为长债提供了支撑。巴克莱策略师估计，扩大回购规模可能相当于每年增加640亿美元的购买量，约相当于目前20年期和30年期美国国债年度供应量的15%。　　Khanduja将这一举措称为“准量化宽松”。他表示，由于财政部正在从市场中吸收一部分久期风险，这种干预也可能提振风险资产。因此，他已经增持投资级公司债，同时减持风险相对较低的抵押贷款支持证券，并押注美元兑收益率较高的新兴市场货币走弱。

六 | 责任编辑：李安桐。

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