国际金融市场早知道：6月3日

Group 1 - The International Financial Association warns that the increase in US debt could trigger a global bond market crisis, as borrowing costs in some countries are linked to US Treasury yields [1] - US Treasury Secretary Yellen emphasizes that the US will not default on its debt and urges Congress to raise the debt ceiling to avoid global economic turmoil, dismissing claims of a collapse in the US bond market [1] - The US April trade deficit narrowed to $87.6 billion, significantly lower than expected, due to a sharp decline in goods imports [5] Group 2 - Japan's Economic Revitalization Minister Akizumi plans to visit the US for trade negotiations, with market expectations that a deal may be reached this month [3] - The Bank of Japan's meeting minutes indicate a worsening supply-demand situation for ultra-long-term bonds, leading to rising interest rates and tightening market liquidity [4] - The US manufacturing PMI for May dropped to 48.5, the lowest since November 2024, with sales cost inflation reaching its highest level since late 2022 [4] Group 3 - Federal Reserve officials express that current inflation data is favorable, with limited direct impact from tariffs on the economy, and anticipate a potential decrease in interest rates over the next 12 to 18 months [1] - The Federal Reserve's preferred core PCE price index rose by 2.5% year-on-year, marking the smallest increase in over four years, while "super core inflation" fell to its lowest level in four years [4]