美联储在政府停摆期间修改了呼吁。今晚，美联储的Bostic和Kashkari将发表讲话，可能会提供有关美国政府关门延迟数据将如何影响货币政策的见解。

Fed Call Revised Amid Government Shutdown.This evening, Fed's Bostic and Kashkari are set to speak, potentially offering insights into how delayed data from the US government shutdown will influence monetary policy.

周二，美国10年期国债收益率在连续两个交易日上涨后保持在4.16%左右，因为投资者评估了持续的政府关门对经济的影响，并监测了日本和法国的政治变化。在民主党和共和党的资金提案在参议院失败后，政府停摆进入了第七天，导致市场没有可以指导利率前景的关键经济数据。与此同时，交易员们正在等待美联储官员本周的新言论以及联邦公开市场委员会9月份会议纪要的公布。市场几乎完全预计美联储本月将降息25个基点，12月将再次降息。在日本执政党选出新领导人、法国政府辞职引发政治不确定性后，国债收益率也追随日本和欧洲债券收益率走高。

The yield on the US 10-year Treasury note held around 4.16% on Tuesday after rising for two consecutive sessions, as investors assessed the economic fallout from the ongoing government shutdown and monitored political shifts in Japan and France. The shutdown entered its seventh day after rival Democrat and Republican funding proposals failed in the Senate, leaving markets without key economic data that could guide the rate outlook. Meanwhile, traders awaited fresh remarks from Federal Reserve officials this week and the release of the FOMC’s September meeting minutes. Markets are nearly fully pricing in a quarter-point Fed rate cut this month and another in December. Treasury yields also tracked Japanese and European bond yields higher after Japan’s ruling party chose a new leader and France’s government resigned, stoking political uncertainty.

美联储施密德警告称，尽管关税影响不大，但通胀仍在扩大。在一夜之间的一次活动中，堪萨斯城联邦储备银行行长杰夫·施密德警告称，价格上涨已变得“更加普遍”，80%的通货膨胀类别正在上升，而今年早些时候为70%。他称这一趋势“令人担忧”，表明潜在的通胀压力仍然根深蒂固。

Fed's Schmid warns inflation broadening, despite muted tariff effects.At an event overnight, Kansas City Fed President Jeff Schmid warned that price increases have become “more widespread”, with 80% of inflation categories rising, compared with 70% earlier this year. He called the trend “worrying,” indicating that underlying inflation pressures remain entrenched.

政治动荡，美国政府关门给市场蒙上阴影。周二，日本和法国的政治动荡连续第二天笼罩着货币和债券市场，尽管AMD和OpenAI之间达成了数十亿美元的芯片供应协议，但全球股市仍步履蹒跚。

Political jolts, US government shutdown casts cloud over markets.Political upheaval in Japan and France gripped currency and bond markets for a second day running on Tuesday, while global shares stuttered despite a multi-billion dollar chip-supply deal between AMD and OpenAI.