10:43:53
美国 United States
周五,10年期美国国债收益率徘徊在4.25%左右,接近三个月低点,因为对美联储降息的预期增强,对新关税的经济影响的担忧加剧。每周首次申请失业救济人数超过预期,加剧了人们对上周非农就业报告弱于预期后劳动力市场降温的担忧。在政治发展方面,唐纳德·特朗普总统提名经济顾问委员会主席斯蒂芬·米兰接替阿德里安娜·库格勒担任美联储理事会成员。市场还权衡了美联储理事克里斯托弗·沃勒是央行行长的主要竞争者的报道,加强了对9月降息的押注。在贸易方面,特朗普的全面报复性关税于周四午夜生效,征收10%至41%的关税,加剧了人们对其可能拖累美国经济的担忧。
The yield on the 10-year US Treasury note hovered around 4.25% on Friday, staying near three-month lows as expectations for Federal Reserve rate cuts strengthened and concerns grew over the economic impact of new tariffs. Weekly jobless claims exceeded forecasts, adding to worries about a cooling labor market following last week’s weaker-than-expected nonfarm payrolls report. In political developments, President Donald Trump nominated Stephen Miran, chair of the Council of Economic Advisors, to replace Adriana Kugler on the Federal Reserve Board of Governors. Markets also weighed reports that Fed Governor Christopher Waller is a leading contender to head the central bank, reinforcing bets on a September rate cut. On the trade front, Trump’s sweeping retaliatory tariffs took effect at midnight on Thursday, introducing levies ranging from 10% to 41% and heightening concerns over their potential drag on the US economy.