10:46:57
美国 United States
周三,10年期美国国债收益率徘徊在4.2%左右,接近三个月低点,因为投资者加大了对美联储更温和政策立场的押注。最近的ISM数据显示,美国7月份的服务业活动几乎停滞不前,远低于预期,突显出唐纳德·特朗普总统的关税对经济的拖累越来越大。此外,特朗普表示,他将在周末前提名一名候选人填补美联储理事会的空缺,并正在缩小候选人范围,以取代主席杰罗姆·鲍威尔。交易员们现在预计,美联储9月份降息的可能性超过90%,预计到年底将放宽约60个基点。在贸易方面,特朗普还威胁对药品进口征收高达250%的关税,并可能对半导体征税。
The yield on the 10-year US Treasury note hovered around 4.2% on Wednesday, near a three-month low, as investors increased bets on a more dovish Federal Reserve policy stance. Recent ISM data showed US services activity nearly stalled in July, sharply missing expectations and highlighting the growing economic drag from President Donald Trump’s tariffs. In addition, Trump said he would name a nominee to fill a vacancy on the Fed’s Board of Governors by week’s end and is narrowing down candidates to potentially replace Chair Jerome Powell. Traders are now pricing in over a 90% chance of a Fed rate cut in September, with roughly 60 basis points of easing expected by year-end. On the trade front, Trump also threatened tariffs of up to 250% on pharmaceutical imports, along with possible levies on semiconductors.