00:42:00
美国 United States
美国10年期国债收益率略高于4.37%，从周三触及的一个月低点4.33%反弹，市场继续评估潜在通胀，以了解美联储的前景。4月，美国进口价格较上月飙升0.9%，远高于0.3%的预期，这引发了人们的担忧，即大宗商品成本上升可能会将通胀控制在一个顽固的水平，并阻止美联储在第三季度前降息。另一方面，首次申请失业救济人数仍远高于今年的平均水平，建筑许可证连续第二个月下降，5月份的地方活动指标未达到支持联邦公开市场委员会鸽派的预期。70%的市场现在为美联储在9月开始其宽松周期做好了准备，63%的市场预计今年会有两次或两次以上的降息。尽管美联储降息的预期迫在眉睫，但新数据显示，中国第一季度抛售了近550亿美元的美国国债，创下抛售历史新高。
The yield on the US 10-year Treasury note edged above 4.37%, rebounding from the one-month low of 4.33% touched on Wednesday as markets continued to assess underlying inflation for hints on the Fed’s outlook. Import prices to the US surged by 0.9% from the prior month in April, well above expectations of 0.3%, to raise concerns that higher commodity costs may hold inflation at a stubborn level and prevent the Federal Reserve from delivering a rate cut by the third quarter. On the other hand, initial unemployment claims remained well above this year’s average, building permits fell for a second month, and local activity gauges for May missed expectations to support the doves in the FOMC. 70% of the market is now positioned for the Fed to kick off its loosening cycle in September, and 63% expect two or more cuts this year. Despite looming expectations of Fed cuts, new data showed that China offloaded nearly $55 billion in US Treasuries in the first quarter, a record-high selloff.
