德意志银行策略师Steven Zeng表示：似乎所有国债收益率曲线都在下跌，很难说是受债务上限还是上个周末关税消息的推动。总的来说，我确实认为三个月期国债的价格比周边债券更便宜——考虑到财政部更新了8月份到期日的指导方针，将债务上限纳入定价是合理的。

Group 1 - The core viewpoint is that all treasury yield curves seem to be declining, making it difficult to determine whether this is driven by the debt ceiling or recent tariff news [1] - The strategist believes that the price of three-month treasury bonds is cheaper compared to surrounding bonds, suggesting that incorporating the debt ceiling into pricing is reasonable due to updated guidance from the Treasury for August maturities [1]