10:40:45
美国 United States
周四,10年期美国国债收益率跌至4.23%以下,创下两周新低,因交易员加大了对美联储降息的押注。市场现在认为,9月份降息25个基点的可能性为89%,高于一周前的82%。这一转变发生之际,唐纳德·特朗普总统试图通过罢免美联储理事丽莎·库克,并用一位更温和的候选人取而代之,来扩大他对美联储的影响力。纽约联储主席约翰·威廉姆斯周三表示,正在考虑降息,这加剧了鸽派的前景。投资者现在正在等待周五的个人消费支出价格指数——美联储首选的通胀指标——以获得更多信号,而下周的月度就业报告将提供劳动力市场强劲的新数据。
The yield on the 10-year US Treasury fell below 4.23% on Thursday, marking a two-week low as traders boosted bets on Federal Reserve rate cuts. Markets now see an 89% chance of a 25 basis point cut in September, up from 82% a week earlier. The shift came as President Donald Trump sought to expand his influence over the central bank by attempting to remove Fed Governor Lisa Cook and replace her with a more dovish candidate. Adding to the dovish outlook, New York Fed President John Williams said Wednesday that a rate reduction was under consideration. Investors are now awaiting Friday’s PCE price index — the Fed’s preferred inflation gauge — for additional signals, while next week’s monthly payrolls report will provide a fresh read on labor market strength.