美国5年期国债 (US5Y) 加自选

下一篇：SCOTUS关于关税的决定？8位美联储官员表示，市场今年将削减近65个基点。上周，自民党在日本取得了惊人的胜利。然而，日元和日本国债并没有像市场预期的那样抛售，而是上涨了。

Week Ahead: SCOTUS Decision on Tariffs? 8 Fed Officials Speak as the Market Discounts almost 65 bp of Cuts this Year.Last week began with the LDP's stunning victory in Japan. However, rather than sell-off as the market expected, the yen and JGBs rallied.

纽约银行表示，自2023年以来，纽约银行客户对冲美元敞口最多。一位高级策略师周五告诉路透社，作为全球最大的托管人之一，纽约银行的客户正在对冲两年多来最大的美元敞口，这反映出今年投资者对美元的谨慎态度有所增强。

BNY clients hedge dollar exposure by most since 2023, bank says.Clients of BNY, one of the world's biggest custodians, are hedging their exposure to the dollar by the most in over two years, a senior strategist told Reuters on Friday, reflecting an increase in investor caution towards the U.S. currency this year.

美国通胀放缓，美联储可能降息幅度超过市场价格。美国1月份的通胀报告为金融市场传递了适度积极的信号。消费者价格环比上涨0.2%，同比上涨2.4%，略低于市场共识。

US Inflation Slows, Fed May Cut Rates More Than Market Prices In.January's inflation report in the United States delivered a moderately positive signal for financial markets. Consumer prices rose by 0.2 per cent month on month and by 2.4 per cent year on year, slightly below market consensus.

美元：财政路径和关税塑造前景——NBC。美元：财政路径和关税塑造前景——NBC

USD: Fiscal path and tariffs shape outlook – NBC.USD: Fiscal path and tariffs shape outlook – NBC